ERPs are done. Data center permits, space, contracts to buy scarse GPUs and energy are the moats today. The chips can provide more tokers per watt but the world needs exponentially more tokens each day

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AgharaShyam 5 hours ago | parent [-]

Curious to know why you think ERPs are done. I actually do somewhat agree with you in that their best days are behind them.

It is going to be incredibly difficult to bill outrageous amounts for armies of consultant to implement or customise the product when agents can do the same for much less, or at-least a 5-10x reduction in headcount for similar complexity of changeset.

If anyone is in the industry, please feel free to chime in as to what you are seeing on the ground.

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10111001 4 hours ago | parent [-]

> Curious to know why you think ERPs are done. I actually do somewhat agree with you in that their best days are behind them.

> It is going to be incredibly difficult to bill outrageous amounts for armies of consultant to implement or customise the product when agents can do the same for much less, or at-least a 5-10x reduction in headcount for similar complexity of changeset.

> If anyone is in the industry, please feel free to chime in as to what you are seeing on the ground.

I do not deal with ERPs, but my understanding is that one of their big selling points has to do with financial audit compliance. They're big complex, hulking things, but battle-tested an trusted. If you use one, your auditor can just check off the box, but if you use custom software, then the auditor has to audit that too (in order to make sure you get really complex things like computing tax correctly in each jurisdiction correctly).

	▲	cgio 3 hours ago \| parent [-]
		They are so custom anyway that auditors need to audit them. Auditor familiarity is a point though. Audit is almost never about numbers, that’s the easy part, it’s about controls. Numbers will almost always come out right, the challenge is how they come in.