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Between the Hype

A biweekly newsletter on where enterprise systems and AI actually intersect. Not the keynote version — the version you need when you're back at your desk on Monday. Every issue, from the first, is below.

Latest · Issue #7

What SAP Joule Actually Costs

Base AI is genuinely free and unlimited. The premium and agentic layer runs on prepaid AI Units that expire after twelve months. The three variables that decide your bill, the two expiry clocks most people miss, and how to build the usage model before you take the quote.

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Issue #6

The EU AI Act Deadline Moved: What It Means for You

The high-risk deadline slipped to December 2027, but the transparency rules still landed on 2 August 2026. A five-step classifier for your own AI systems, and what changes depending on whether you operate inside or outside the EU.

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Issue #5

The Cost of Enterprise AI, Explained

Enterprise AI moved from a licence to a meter. What you are really paying for is consumption — how Microsoft, SAP and Oracle each bill it, what drives the number up, and how to manage it before it surprises you.

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Issue #4

Lenovo & Levi's Cracked AI at Scale. Neither Started with AI.

88% of AI pilots never reach production. Two companies that beat those odds got there the same way — and it had nothing to do with the technology they picked.

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Issue #3

Sapphire 2026 Changed Your S/4 Roadmap. Here's What Actually Matters.

SAP announced 200+ agents, a new AI platform and a free agent builder. The version that matters when you are back at your desk on Monday, sorted into what ships, what is coming and what to ignore for now.

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Issue #2

The Quiet Takeover — Embedded AI vs. the Agent Hype

Everyone is talking about building AI agents. Meanwhile your existing software vendors already shipped them, and most organisations have not switched them on. When to activate what you own, and when to actually build.

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Issue #1

AI Fundamentals: What Enterprise Professionals Actually Need to Know

You do not need a data science degree to make good decisions about AI. You need the right mental models. The guide I wish someone had given me before the first vendor conversation.

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