SAP buys Snowflake for its tables.
The cohort is convincing. The share price is more convincing. By spring, a banker is sitting in your chair.
The Buyer: SAP is so pleased. Our customers' ERP data always wanted a warehouse of its own.
The Buyer: CoWork becomes a tab in Joule. Finance teams adore a tab.
Outcome: Lost as a feature
The AI credits kept 2027 calm. Meanwhile Copilot learned to answer from a free copy of your tables. The right agent arrived a year late.
One path that gets here
A · Then our agents run on top, billed in creditsC · Late or not, CoWork prices per answerA · Bring the board the per-answer cohort numbers