I won't wave that question off completely. It wasn't Amazon's core competency to offer IaaS/PaaS, before they did. GCP and AWS are closely playing in SAP's en

I won't wave that question off completely. It wasn't Amazon's core competency to offer IaaS/PaaS, before they did. GCP and AWS are closely playing in SAP's enterprise customer base. There is huge addressable market there. They've innovated better than SAP in technology space, on parts other than business software. If they can succeed developing their own ERP, better than SAP, they could even redeploy the development teams from being cost center to profit center. If I am SAP, I see them as strategic long term risk.