Taping outside this year with a fountain percolating behind them, Jon Reed of diginomica talks with Dick Hirsch about why Sapphire Now felt different this year. Hirsch talks about SAP's changing views on the cloud and their relationship with hyperscalers like AWS, Google Cloud and Azure. The guys hit on some big themes of a show with little hard news but many big storylines, from the impact of Qualtrics to why integration and master data are becoming huge topics for SAP its user groups. Issues from S/4HANA to indirect access and licensing news to the activist investor backdrop are discussed.