EdgeBytes from The Enterprise Edge - SAP, Infor, and Workday Announcements | 10.08.26
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Three enterprise giants, 48 hours, one admission: the AI model is no longer the product.
In this EdgeBytes, Mark Vigoroso decodes back-to-back announcements from SAP, Infor, and Workday through one stubborn number: 40% of large companies are now scaling AI agents, up from 27% a year ago, yet the share seeing any profit impact is stuck near 37%. More push, same speed, so where's the drag?
- SAP is replacing its own screens before a rival can, growing cloud ERP 25% while its stock trades at roughly half of Morningstar's fair value.
- Infor took the consumption meter off the wall.
- Workday found that demand for basic prompting skills has already dropped 25%.
In fifteen minutes you get a prognosis for each vendor and a playbook for CEOs, CFOs, and CIOs. The models are equal now; what your systems know, who answers for the outcome, and how little you drag along will decide who gets paid. Stream this vlog now and be sure to LIKE, SHARE and COMMENT!
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