WHY THE WORLD STILL RUNS ON SAP

Summary from the TLDR Founders newsletter

Upgrading from SAP ECC to S4HANA costs $700M, takes 3 years, and requires a team of 50 from Accenture. Lidl scrapped its transition after blowing $500M. Workers toggle between apps ~1,200 times per day, and 47% can't find the information they need. Startups like Axiamatic, Conduct, and Tessera are wrapping legacy systems in AI instead of replacing them, targeting the $380B system integration market.