Short answer: Eldar Sadikov says the next wave of AI gives it hands to act on your data and tools, so plugging into enterprise software is logical. On SAP, he says incumbents must build from the use case, not bolt on a gimmick.
Watch this answer from Episode 33 (starts at 17:16) · Episode 33 notes and transcript
From Episode 33: AI Is Transforming Construction — We’re Entering a Golden Era, starting at 17:16.
Sam Nadler [17:16]: Yes. Absolutely. So let me queue up kinda two articles that, to some degree, are telling two opposite sides of the current kind of story of what a Claude Code and what's happening to some software stocks over the last couple weeks. So this came out, I believe, yesterday. Software stocks rebound as Anthropic announces new partnerships. I believe, partnerships with Slack, Intuit, DocuSign, LegalZoom, etcetera. And then another article, SAP users question, value for money of firm's AI tools. I think just generally, like, are businesses getting the same value from their historic, SaaS solutions? Jordan, any high level thoughts on, is this a moment in time? Was the, I guess, decrease in software stocks of weeks justified? Was it just market scare? What are your high level thoughts? Eldar, I'll I'll kick it over to you.
Eldar Sadikov [18:17]: My comment on the first news about the Anthropic and Claude sort of release releasing this enterprise plug ins is that I think it's a very logical step because I think the first wave of AI has been predominantly just like, get it you know, people would use AI to get advice or summary or, sort of like just, as a chatbot. I think the next wave that we're seeing with OpenClaw and some of the most recent developments is that you're given hands into the hands of AI and you ask an AI to do something with your data, to do something, with your tools. And I think that's a prime example of that development where, Anthropic is realizing that, this is critical in order to give AI arms or hands. And you know, being able to plug into the enterprise tools that these companies are using is a logical step. Gemini already kinda had had had obviously an advantage because they're it's a Google tool and they have inherent ability to plug into some of the things like Gmail and Calendar.
Eldar Sadikov [19:20]: But this is powerful and it's it's a longer running trend. On the second news, however, on SAP, I think it's almost I think while, the both news are kind of related, I think that on the with SAP news, think it's it's more of a different story to me. I think the story is more like, yes, you have a lot of this incumbents and a lot of the enterprise software play players that are trying to adopt AI tools, but the key is not to build a gimmick. The key is not to just check the box and say, yes, we have an AI tool in our toolbox and now you can use AI with this old enterprise software. The key is to make it useful. Like at the end of the day, you build an AI software like us, you have to go from the use case. What are you what can you fundamentally do different for the end user that you cannot do with the current software? And once you have a use case, then you go back and actually build the AI to actually accomplish and realize that use case. If you do the opposite where you simply say, hey, I have a piece of software, let me add AI to it, what's the minimum thing I can do and how can I, you know, launch it as fast as possible, then you end up building a gimmick and nobody needs that? And I think that, the key is to actually approach it the right way and build something useful.
