All of the points made by Giverny Capital (see attached image) makes a lot of sense, but then you read about Mercedes ripping out SAP (in some areas; h/t to Rebound Capital for finding this), and you start wondering:

"Wait... if a major German car manufacturer (not necessarily known to be particularly agile) with notoriously complex supply and product chains can replace SAP systems with internal AI solutions, who's really "safe" over the long run?"