This line

>> Companies like SpaceX and Tesla have trained an entire generation of engineers in how to build an American company that makes physical products but operates like a startup.

is sending chills down my back so. After all, Tesla was almost bankcrupted by their drive to automate everything. And Tesla's robot is a guy in a spandex costume.

After that, I refused to see what they have to say about their goal to de-thron SAP, aka their call for new ERP systems (nice touch to include the full name in the link and not kust the accronym, I am sure people able to theoretically build a new ERP from scratch appreciate the clarification...).

Edit: Ok, I did click on the ERP link. No idea how they came to that conclusion here

This type of software is so valuable and important that we can imagine that there is the opportunity for dozens of new massively successful vendors.

considering they wrote the first sentence if it... At least they don't mention AI, LLM or ML...