SAP innovation evangelist Timo Elliott tweeted a reply to my article “Can SAP BusinessObjects Lumira 2.0 Move Out of Fourth Place?”
@DallasMarks You know Tesla is now worth as much as GM… can we be Tesla? 🙂
— Timo Elliott (@timoelliott) April 27, 2017
The Tesla analogy has been used before, back when SAP briefly described Lumira Server as a Tesla and its BI platform as a Porsche 911 (see related article, The Future of the SAP BI Platform, Again). But Timo is making an excellent point.
Tesla did not achieved success by trying to copy a competitor and build a better Cadillac. Although entire books have been written about Tesla and its charismatic founder Elon Musk, I believe we can distill Tesla’s success to two reasons. First, there’s unwavering commitment to a goal that seems crazy at first glance. And second, there’s a charismatic, unorthodox leader that rallies bright talent toward achieving that goal.
Whether it’s luxury cars with “insanity mode” or reusable rocket boosters that land on barges, Elon Musk has a knack for obtaining the unobtainable.
I still believe that Lumira has a firm place in SAP’s analytics arsenal. But can SAP’s BI platform support a crazy, radical idea that (most likely) will come via acquisition? And can SAP’s culture handle the charismatic- and possibly volatile- leader that will come with that radical idea?
SAP needs a Falcon rocket that can land on the barge of its BI platform.
A company that I’ve started watching with keen interest is ThoughtSpot. ThoughtSpot appears to be what SAP BusinessObjects Explorer would be if SAP had continued to innovate with it rather than abandon it to a yet-unrealized bullet point on the Lumira product roadmap (see related article, The Road Unexplored: Alternatives to SAP BusinessObjects Explorer). But there are certainly other startups out there tinkering with crazy ideas on the fringes of the analytics marketplace.
Yes, Timo, I believe SAP can be the Tesla of analytics. But not on Lumira’s merits alone.
What crazy idea do you think SAP needs to bring to its analytics platform?