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The a16z Show · Tuesday, July 7, 2026

Enterprise Software's Core Value Lies in Logic, Not Just Data

The value of enterprise software like SAP is not solely in its database or APIs, but in the complex logic encapsulated within it. This logic is crucial for replacing such systems, as demonstrated by historical challenges in customizing and automating mundane tasks.

companySAP

The tape

3 quotes
Misconception right now is that you can just have, you know, postgress database and APIs and then bam, like, you can replace SAP.
And that's like absolutely not true. That piece around the logic and everything else that is encapsulated in SAP is way way more important than the fact that like, oh, this data just happens to be in this database.
The minute you automate the most mundane thing and think you have it all squared away, whole new things appear.
Heard on The a16z Show — “Is Software Losing Its Head?, published Tuesday, July 7, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.
Transcribed via Gemini audio transcription · $0.06
Enterprise Software's Core Value Lies in Logic, Not Just Data — Heardvine