Thread regarding SAP layoffs

@j8 it’s also the day after Palantir reports its earnings

@19g What’s the latest here?

https://o9solutions.com/news/o9-solutions-files-trade-secret-misappropriation-complaint-against-sap-and-former-o9-executives-in-u-s-district-court/

@16n does it really matter? SAP isn't any better.

@OP https://www.bloomberg.com/news/articles/2026-01-14/palantir-poaching-suit-called-scare-tactic-by-ex-employees

Three former Palantir Technologies Inc. employees say the company is trying to use the courts to squash their startup and deny poaching staff and intellectual property from it.

Palantir, the data analytics company whose chairman is Peter Thiel, filed a revised lawsuit against the trio last month and asked a judge to bar Hirsh Jain from working at Percepta, which he co-founded, or for the AI startup’s venture capital backer, General Catalyst, for 12 months.

CK got hoodwinked by the board installation of DA. The short term run up in stock is just that short term. He’s also having to deal with a mid level PMO as his CPO. MA talks big but is unable to ship. Most customers have figured this out and those that is stuck just want to maintain what they has and go elsewhere for real innovation . It’s the worst jam I’ve seen in my lifetime

@rv Yes, the Palitir CEO is going around giving lectures about the Antichrist!!! What the heck?

@rv these are just conspiracy theories pushed by the woke liberals worldwide

@rv And their data analysis tool that was used by the IDF in Gaza. Serious questions around the accuracy of its results, and the resulting deaths of civilians.
Tie this together with a CEO that believes that western civilization is supreme and disdains all others. He openly refers to Islam as a pagan religion, is a master of projection…And somehow manages to still consider himself to be a socialist!

@rg plantir are an awful company working towards a 1984 style.fistopia, run by a religious zellot funding a far right near neo na-i president in the usa

I don't see what's the problem with helping Palantir. Palantir is an SAP partner and working with them allows for a larger SAP customer base. Obviously SAP will not share customer data with Palantir but if a customer uses both SAP and Palantir, then the customer is already allowing Palantir to have access to their data.

Germany is already paying millions to Palantir every year. Some of the most critical German public services like the Polizei is already use Palantir to crack down on illegal migrants. Other German institutions such as Deutsche Bahn are in negotiations with Palantir to reduce fraud and improve the ERP systems using their AI. The combination of Plantir and SAP makes for the best ERP AI in the market and SAP must capitalize on that. SAP gets a headstart here by helping them get there and making profit along the way for ourselves.

The UK just signed 240 million pound contract with Palantir. Other European countries will soon be following suit. SAP should get ahead of the game here.

This post is just creating a controversy where there isn't one. Why would anyone worry about European governments and companies working with one of the most reputed American companies? Working with Palantir will be the best thing for SAP, Germany and other European countries.

@kh go back and check how many YEARS it took for SAP to use AI to 3-way match a purchase order, a goods receipt document, and a vendor invoice. That alone should frighten you.

@mx great reply! The Supervisory Board, and any Executive -Board sanctioned group “supporting” employees are captured by the EB. No one should expect these entities to takeup any employee -raised issue in anything more than a cursory manner.

@jn they cannot.

In 2022, the executive board dismantled the Betriebsrat by making half of them leave. It worked.

The supervisory board already caved in by giving CK an eighteen million bonus last year. This year he is supposed to get around twenty-five.

If you reward him and the board, he will continue to get bolder and make matters worse for the employees.

SAP employees do not have the same benefits as they used to have five years ago. They have been cut by almost 30% in most cases. Salary and employee bonus budgets, when taking inflation into account, have decreased consistently by five to seven percent every year. 2026 will have the lowest budget per employee because the new 'performance management' and the rhetoric about layoffs gives the executive board a lot of power over employees.

So do not expect the supervisory board to do anything. Almost half of them will be ousted by 2027. It's too late. We lost any solution to this problem the moment SAP agreed as a company that giving an eighteen million bonus to a CEO is more important than giving a 2,5% yearly salary increment to employees.

If you haven’t already, look up Thiel, Karp and Jon Lonsdale on Wikipedia or elsewhere. The distasteful and scary nature of their opinions and views are only superceded by the collective wealth , influence, control and reach of these men, (That, arguably puts them within reach of acheiving their goals)!

While the world is obsessed with cartoon villianery of Musk, these guys are hiding in plain sight: And CK is not only amplifying their f-ed up worldview, but is also by default, associated us with it too.

@kh what you say holds water but there are two things wrong with it.

1) AI doesn't need to be correct 100% of the time. It just needs to be more a than a human. For the next 3-5 years, it won't in case of SAP's products.

2) AI should be on average cheaper than the humans it is replacing. There has been extensive cost-benefit analysis done on this within SAP. Right now, AI costs 37550 times more than a human. With the same rate of data acquisition, we will reach breakeven in 13 years if we replace most SAP employees with AI and our customers replace their employees with AI. Here most means about 80%.

And then let's not forget that the economy will crash if companies spew more and more products and features but there are mass layoffs and no one has the money to spend on those products and features.

But the SAP executive board does not care about that. They also do not care about customers. And they never cared about employees. The only thing they care about is their legacy and how much money they can make before they leave SAP. Most of them have a personal goal of a billion which they will achieve from salary plus bonuses in the next 3 years. So they are doubling down on AI even though it is not a sound business decision.

The stock price bleeding will start in late 2026 and early 2027. In three years, SAP will be a failed company only working for their American overlords. Or may be bought off by a larger firm like Microsoft or Oracle. It's bad for the company and customers but will help the executive board achieve their goal. There are no checks and balances here. The executive boards have god-like power over employees. If you don't like it, the best you can do is leave.

The only person who could save SAP is Juergen Mueller, and he is no longer around.

Watch Sam Altman and all of his QandA responses on the financial performance of OpenAI. The company is hemorrhaging billions and wants trillions of dollars on data centers when demand (that can be monetized) isn't there. They now want access to data to train these AI models. Even with Google's large database, the AI output is slop a quarter of the time. This is why people don't want to spend money using AI. Imagine spending a dollar to generate a script for your job interview and it fails because the AI gives you a cookie cutter response that thousands of other applicants have made or is plagued with out-of-context, hallucinating errors. You then spend another $3 to refine the script and it manages to get you there 75% of the way. For AI to be useful it needs to be accurate 100% of the time. No AI model is 100% accurate all the time.

@OP Do not spread rumors.

I hope the supervisory board stops this madness.

interesting theory. Not sure if this is anything but employee meeting will be live from Washington D.C. that caught my attention. Hm

We need the money guys !! Else they will have more cuts

@g9 High-lift national targets have deeper relationships with ICE (in the U.S.) and will be harder to pressure. But two in particular need to be tackled.

Palantir provides ICE with core data platforms that integrate and analyze information from many databases so agents can search, link, and manage deportation operations.

https://l.smartnews.com/p-6W9POUkp/428Pan

CK as a thought leader on “saving” the German economy should be a joke. Instead it is just scary.

It seems to me that Karp and Thiel are just blowing smoke up his a-s with the intent of using CK as a lobbyist to soften data laws in Germany and the EU, and have public money released to the corporations. Check out some of his Linkedin posts since September. He’ll probably align with the ADL at some point, because that suits his new friends!

Okay, so what that SAP is serving Department of Defense and Palantir, you want us to lose the contract with them?

This huge gamble on AI is risky and if it flops there will be company wide mass layoffs on a much much larger scale.

So far, the work and quality output of AI is slop. They recently rolled out an AI tool that helps us write emails. Like seriously? Most of my email responses are no more than 3 lines and this bot writes an essay for a simple executive request. It's things like these that put us in the financial murk because everyone jumped on the AI hype and we're in a bubble apparently. Rolling out AI solutions that have a slop rate greater than 25%. Even I don't pay to use AI solutions anymore because of the terrible quality.

@OP what a wild theory.

I started to research a bit and found an interesting news article that supports it.
https://www.welt.de/wirtschaft/plus68d788f68db9170ed304158e/Sprecht-endlich-von-Krise-Palantir-Chef-Alex-Karp-liest-Deutschland-die-Leviten.html

You can read an excerpt of the article on Alex Karp's Wikipedia page.
https://en.wikipedia.org/wiki/Alex_Karp

Alex Karp is the co-founder and chief executive officer (CEO) of the software firm Palantir Technologies...

In September 2025, Karp called on German leaders to "talk about the crisis". He suggested a plan to improve the situation in Germany and save the industry: (1) promoting the political power of the founders and business leaders, who would bring about the change, rather than promoting the power of the political class. He specifically referred to SAP CEO Christian Klein; (2) creating special technological zones with fewer regulations and laxer labor rules...

This happened just a few months ago. It's a shame that the news outlets in Germany are completely quiet on this topic.

Palantir is finding it hard to break into the European market because it doesn't have access to data. And SAP solves the problem for them.

In 2025, CK was in touch with the German government to help improve European sovereignty. And in the last earnings call, he announced that they decided not to focus on that because there isn't a lot of profitability in helping the government. Given the fact the the current members of the executive board value their executive bonuses more than anything else, it makes sense they would align themselves with Palantir.

@a2 you said "Here I think that the number of people from different countries and cultures at least within SAP would be too high."

You are right to point out this problem. We only need the western culture at SAP. Other cultures like Indians can keep their culture in India and there is no need for them to come to Germany. This cultural problem is exactly what started the revolution in USA and soon USA will reach its former glory. Do your part by voting for AfD so we can fix the culture problem.

@a4 it seems they’re getting those buzzwords from Palntir.

https://www.uktech.news/ai/agentic-ai-startup-conduct-raises-9m-20250919

The buzzword Agentic AI came from the Palantir-financed startup Conduct.

Their business model talks about companies spending too much money on maintenance. This is what SAP’s executive board keeps parroting.

Maybe they want to lay off employees so it is easy to award contracts to these Palantir-financed startups.

@a2 In September 2025, SAP along with Palantir, Google and others invested $12 million in a UK company called Conduct.

Conduct is based in London and was founded in 2024 by former Palantir engineers Jan Philipp Haas (CEO), Philipp Hoefer (Chief Product Officer), and Henry Thompson (CTO). They’re on a mission to modernise the sprawling legacy ERP systems that support the world’s biggest companies, with an early focus on SAP.

https://www.eu-startups.com/2025/09/london-based-conduct-secures-e11-2-million-to-modernise-enterprise-it-systems-with-ai/

So basically SAP and Palantir invested in a company founded by ex-Palantir employees and the mission of the company directly competes with SAP’s ERP business. It won’t be wild to assume that SAP is trying to get rid of its employees working on its ERP software so they can outsource this to the Palantir-financed startup. $12 million is not a small amount. If SAP had that kind of cash to spare, it would have invested it in its employees. And ERP is the core business of SAP but it’s pivoting to a business model similar to Palantir’s. It doesn’t sound so far fetched.

@a2 this is a direct quote from Heise online.

“Palantir is also one of the new SAP partners. There was only scant information about the content of the cooperation with the specialist for analysis and monitoring software, which is controversial in Europe. In an informational talk before the event, SAP board member Thomas Saueressig tried to play down the significance of the cooperation.”

The article was published in May 2025.
https://www.heise.de/en/news/Artificial-intelligence-SAP-s-autonomous-agent-armada-is-coming-10391865.html

@a2 a lot of what is mentioned in the OP’s post is actually public knowledge. You’ll find that on the SAP website, Palantir website and several other media.

What’s unfounded is the cooperation and overlap between SAP and Palantir products. This cannot be verified easily because the people working on this usually sign NDAs and have several checks and balances on what data they have access to.

Ever visited a Sovereign Cloud data center? It’s almost impossible to share any information and keep your job because you will get caught when you leak something.

Maybe it’s a conspiracy or maybe there’s some truth to it. It doesn’t change the fact that SAP customers aren’t happy with the AI strategy and shareholders are equally unhappy. It begs the question why the executive board continues to double down on this failed strategy and create distractions with reorganizations and layoffs. Maybe they’re just incompetent and greedy for their bonuses.

Can you articulate SAP's five year vision without simply restating meaningless buzzwords? No, no one can. So it makes a lot of sense that SAP is engaging in a strategic pivot like this - and having worked the global exec level - I can tell you two things are true: 1. They have very little imagination and vision so they just rely on what they have done before or what their competitors or similar companies are doing, and 2. All the execs at top companies know one another and barter/buy from one another. All the top global execs are in a network and all their ideas come from one another. DA is not an original thinker - he is going to wash, rinse, repeat every idea he (or someone in his network) has had before - there is no original thinking at this level. Finally - if you want to test this theory - see how much DA and CK are spending with Palantir execs - if they are chumming it up them, then it is likely to be true.

I read a scientific paper once on the probability of conspiracy theories (JFK, fake moon landing...).

Basically, they said (IMHO correctly) that the key factors are the amount of time something needs to be kept secret, and the number of people who need to keep stum. In the case of the moon landing, the values were "decades" and "thousands", which means there is no conspiracy.

Here I think that the number of people from different countries and cultures at least within SAP would be too high. Some European employee would definitely object to that and write it into the anonymous hint-giving possibilites eg. of Spiegel Online.

Something like this would not be kept secret, and a lot of people would throw a spanner into its' works.

Therefore it will not happen.