Can SaaS Survive AI? Inside SAP, Salesforce, ServiceNow & NVIDIA | Thomas Odenwald | Ep47

The biggest SaaS giants are scrambling to survive the AI era. Ben Drakes sits down with Thomas Odenwald, ex-SAP and ex-HPE, to ask the question every enterprise leader is quietly asking: can SaaS survive AI?

They unpack how SAP, Salesforce, ServiceNow and NVIDIA are each making their move, who really owns the new "control plane" for enterprise AI, why business AI still lives or dies on determinism, and what the Mythos and Fable 5 shutdown reveals about the risk of relying on US frontier models.

If you lead, sell, or buy enterprise technology, this is the map of where the value is shifting.

Chapters:

00:00 AI Disrupts SaaS Giants

01:09 What Year of Inference Means

03:18 Enterprise AI Needs Determinism

04:53 Salesforce Agentforce Push

07:39 SAP Joule and ServiceNow Now Assist

12:21 Control Plane Battle Slack Copilot

18:37 ERP Reality and Agent Workflows

26:23 NVIDIA and Model Partnerships

28:10 Token Costs and Enterprise ROI

32:49 Mythos Fable 5 Security Shock

37:34 Geopolitics and Europe Wake Up

42:59 Wrap Up and Next Steps

Discover EQ You x AI, Ben's program for turning the AI tools your team already has into qualified pipeline: https://bendrakes.com

Subscribe for more straight-talking conversations on enterprise AI outcomes.
#AI #EnterpriseAI #SaaS #SAP #Salesforce #ServiceNow #NVIDIA #Agentforce