SAP is worth $250B because it became the source of truth for enterprise operations. The next $250B company will be worth much more because it made SAP a dumb database. At Voi we replaced a lot of mid and long tail SaaS with custom internal software. Scheduling, ops dashboards, reconciliation layers. It worked. At Klarna, some of the same people went further and went after the critical systems themselves. Replacing an ERP directly is brutally hard. It did not fully work at the core system level, but they understood enterprise software internals at a depth nobody else has. The team that did that work is now building @pitdotcom together. The real value was never inside the systems of record. It was in the human layer around them. The person copying data from SAP into a spreadsheet. The analyst reconciling NetSuite against a supplier PDF. The ops manager chasing approvals by email because the workflow lives between systems and nobody connected them. Real work, and the software just could not do it. Until AI. You build net new software that runs those workflows end to end. SAP stays. It just stops being where the work happens. Phase 2 is more structural. As your software performs the work around a system of record, you extract its logic. You learn what it actually does in practice, not in theory. At that point it goes dumb. A database you act on via API. The value moves up the stack. Phase 3 is the one nobody has built yet. The company that runs the execution layer across thousands of enterprises in the same vertical understands how those operations actually run at a depth no single enterprise can. Every manufacturer sees its own workflows. The execution layer sees the patterns across all of them. That asymmetry grows with every customer and every month in production. The systems of record captured the data. The execution layer captures the intelligence. SAP spent 50 years becoming indispensable. The company that wins the next 50 is not building a better SAP. It is building the layer where the work actually happens, compounding in ways SAP never could.

Autonomous software is already here Last week, @mradamjafer and the Pit team were in a customer meeting. The customer had feature requests What they didn’t know: we had built a coding workflow that pulls notes straight from the AI notetaker, distills signal from noise, and automatically opens PRs. Written to our architecture without hand-holding When the team walked out of the meeting, 5 PRs were waiting for review. They were good The customer got a response before they were back from lunch That’s a…shift. Software doesn’t wait for the sprint anymore

It IS the cycle. We’ve seen it with SaaS, no-code, and every automation wave. The real prize isn’t replacing humans. It’s reassigning them. Humans still want to work with other humans on the high-stakes stuff: strategy calls, messy negotiations, creative leaps, the “this is why we’re here” moments. That’s where trust and real connection live. AI can’t fake the feel of the room when it actually matters. But AI gives you unlimited intelligence at your fingertips. It can take in your entire ops playbook, watch how your team really works, and build production-grade software on the fly. Testing, deploying, monitoring, improving, 24/7, no breaks and no burnout. The winning model is simple: Let humans work with humans. Let the platform do most of the work. That’s what Pit and the new AI-native ops companies are building. They’re not selling you more chatbots. They’re giving you a full AI product team as a service that turns spreadsheets, emails, middleware and all the tribal knowledge into clean, self-improving systems. The ops people and consultants don’t disappear. They level up. They stop drowning in tickets and focus on the things only humans can own: vision, edge cases, culture, and customer obsession. This is the new operating system for enterprise. AI handles the infinite work. Humans handle the infinite-value work. Companies that get this right early won’t just run leaner. They’ll be the places where people actually want to show up, because the machines finally took the busywork, not the humanity. That IS the cycle. And we’re just getting started.

"Voi founders' new AI startup @pitdotcom has become the latest rising star out of Stockholm." Sthlm is the capital of capital and applied AI in 🇪🇺 . @TechCrunch, @Bloomberg, @Forbes, @Siftedeu all ran it yesterday. Pit turns manual enterprise operations into real software, with AI.