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 Giants01:09 What Year of Inference Means03:18 Enterprise AI Needs Determinism04:53 Salesforce Agentforce Push07:39 SAP Joule and ServiceNow Now Assist12:21 Control Plane Battle Slack Copilot18:37 ERP Reality and Agent Workflows26:23 NVIDIA and Model Partnerships28:10 Token Costs and Enterprise ROI32:49 Mythos Fable 5 Security Shock37:34 Geopolitics and Europe Wake Up42:59 Wrap Up and Next StepsDiscover EQ You x AI, Ben's program for turning the AI tools your team already has into qualified pipeline: https://bendrakes.comSubscribe for more straight-talking conversations on enterprise AI outcomes.#AI #EnterpriseAI #SaaS #SAP #Salesforce #ServiceNow #NVIDIA #Agentforce