💼 Strategic Split in Enterprise Software: Salesforce vs. SAP
Salesforce is betting on the Substrate model, opening up data and functions via APIs and MCP for any external agents. In contrast, SAP adheres to a Broker model, where access is granted only through their own intermediary—the Joule agent.
🌍 This architectural choice between an open protocol and proprietary brokerage will define the standards for AI interaction with corporate data and impact monetization models.
👤 When choosing a stack, it is now crucial to understand: does the platform allow direct control through tools like Cursor or Claude Code, or does it force the use of a broker, thereby limiting flexibility?