In today's Cloud Wars Minute, I connect SAP, Palantir, and Ford to AI’s expanding economic disruption.

Highlights

00:11 — Recently, both SAP, number four on the Cloud Wars Top 10, and Palantir, number five on the Cloud Wars Top 10, have asked: Are we reaching the end of the term software or software company?

00:47 — But I think their idea is that, what we've thought of as software, what we've come to picture it to be, the image we have in our head, the mindset we have around software, is just getting blown away by what AI is capable of.

01:07 — Last week at the SAP Sapphire event, CEO Christian Klein said, “Will SAP be a software company in the future?” He asked the SAP Joule AI Assistant to answer the question, and Joule said, “SAP is going to be a business AI company.”

02:00 — Palantir CEO Alex Karp said, “You can't just lump what we're doing into the term software.” He said, “We're going to have to create a new term, because what we're doing goes beyond software,” and suggested the term AI infrastructure.

04:07 — Ford had built an enormous factory to build electric vehicle batteries, but now is considering shifting toward batteries for AI data centers, showing how AI’s impact is extending beyond tech into the broader global economy.

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