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If SAP Connect is a precursor to SAP TechEd, I'd expect a more polished show than in previous years, even more than Sapphire. Not necessarily for customers, but to put tech focused investors at ease. The Autonomous Enterprise is a journey. We need to get past the market's Eye of Sauron.

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If AI is the carrot and stick, and SAP's new tools promise to cut migration from 3 years to 6 months, I still wonder where the business value is. Take-up is low, and clean core done properly is even lower. So what will AI speed up? A technical migration is faster horses.

I agree. All the new SAP provided tooling helps a brownfield migration, not something that will bring business value.