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SAP announced the expansion of Joule agents dedicated to finance, human resources, supply chain, and customer experience, with early-access programs and general releases scheduled through the first quarter of 2027. It also unveiled SAP Pay and plans to acquire TechWolf, with a clear focus on agent governance and linking agents to identity and compliance controls.
SAP announced an agreement to acquire Belgian company TechWolf, which builds a contextual map that infers employees’ skills from their actual work. SAP will use this data to provide SuccessFactors agents with better context and reduce token consumption and operating costs.
Sean Jacobsohn believes the clearest opportunities for startups do not necessarily lie in competing with the core products of platforms such as Workday and ADP, but in dismantling their secondary products and targeting markets that still rely on legacy systems. He also cautions against assigning precise calculations to artificial intelligence and considers a founder’s ability to sell a fundamental test before investing.
SAP fixed 20 vulnerabilities in its September 2026 security updates, including a critical-severity vulnerability in SAP Kernel that could allow unauthenticated attackers to execute commands with administrative privileges. Researchers estimate that more than 10,000 SAP systems exposed to the internet could be affected.
The article examines the “death of SaaS” hypothesis under the influence of AI agents, which may execute business tasks directly instead of employees relying on traditional application interfaces. The hypothesis does not mean that all cloud software will disappear, but rather that the way ERP systems, production management systems, and others are used may change.
Defused confirmed that attackers began targeting a remote code execution vulnerability in SAP Commerce Cloud, despite the absence of a public proof of concept and SAP not officially announcing that it was being actively exploited. SAP urged its customers and partners to install the security update immediately.