SAP CTO Philipp Herzig 谈企业 AI 转型:从技术到商业成果SAP CTO Philipp Herzig on Bringing Enterprise 'Operating System' into AI Era
SAP CTO Philipp Herzig 表示,AI 不是单纯的技术转变,而是商业模式转型。SAP 作为企业端到端运营系统的领导者,正通过深度嵌入 AI agents、生成式 UI 和数据层重构,帮助客户实现可验证的成果。企业采用 AI 的最大挑战在于规模化、数据碎片化和安全性,而非模型本身。Herzig 强调 LLM 在非结构化任务中表现出色,但在预测分析(如需求预测、现金流)上仍需专用表格模型(如 SAP 的 RPT1 relational pretrained transformers)。他指出,agentic coding 的成功依赖于 evals 和 verifiability,类似于复兴的测试驱动开发。SAP 正在从座位许可转向混合消耗/成果导向定价,以匹配 AI 带来的生产力提升。
关键洞见:"AI adoption in the enterprise is still not where we wanna see it... there's this Gartner curve... the AI innovation race, and then there's this AI outcome race." Herzig 认为,胜出的企业软件公司将专注于为客户交付可衡量的业务成果,而非单纯的技术炫耀。SAP 还探索量子计算在优化问题(如旅行商问题)上的潜力。
关键洞见:"AI adoption in the enterprise is still not where we wanna see it... there's this Gartner curve... the AI innovation race, and then there's this AI outcome race." Herzig 认为,胜出的企业软件公司将专注于为客户交付可衡量的业务成果,而非单纯的技术炫耀。SAP 还探索量子计算在优化问题(如旅行商问题)上的潜力。
SAP CTO Philipp Herzig frames AI as a business model transition rather than just a technology shift. As the leader in end-to-end enterprise operating systems serving 400,000 customers, SAP is embedding AI agents, generative UIs, and reengineering data layers to deliver verifiable outcomes across finance, HR, supply chain, and more. Major challenges include scaling across complex landscapes, data fragmentation from M&A or legacy systems, and security—prompt injections or vulnerabilities like recent ones can expose credentials if not properly isolated.
Herzig highlights that LLMs excel in unstructured worlds (text, documents, support) but fall short for predictive/tabular tasks like demand forecasting or cash flow predictions, where classical ML or new architectures like RPT1 (relational pretrained transformers) are needed. Agent success hinges on evals for verifiability, reviving test-driven practices now that coding is automated. SAP's products like Joule for consultants demonstrate 30% effort reduction in complex migrations.
Quote: "The gap almost increases... versus getting narrow" between innovation and outcomes. SAP is moving to hybrid consumption-based pricing as trust and verifiability grow, while upleveling roles so humans focus on strategic work. Herzig also eyes quantum for hard optimization problems like logistics.
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Herzig highlights that LLMs excel in unstructured worlds (text, documents, support) but fall short for predictive/tabular tasks like demand forecasting or cash flow predictions, where classical ML or new architectures like RPT1 (relational pretrained transformers) are needed. Agent success hinges on evals for verifiability, reviving test-driven practices now that coding is automated. SAP's products like Joule for consultants demonstrate 30% effort reduction in complex migrations.
Quote: "The gap almost increases... versus getting narrow" between innovation and outcomes. SAP is moving to hybrid consumption-based pricing as trust and verifiability grow, while upleveling roles so humans focus on strategic work. Herzig also eyes quantum for hard optimization problems like logistics.