Fast Fashion ERP by Lovable

SaaS versus AI agents and Lovable

What is the advantage of programmed, commercial ERP software compared to an open source ERP based on IT platforms and AI agents? On X (Twitter), OpenAI boss Sam Altman wrote: "entering the fast fashion era of SaaS very soon." (Source)

In the clothing industry, fast fashion refers to the process by which collections are designed quickly and in line with trends and produced and sold at low prices. The key here is speed. The social disadvantage is an enormous consumption of resources and sometimes a lack of quality. In the future, software-as-a-service could be created at high speed using AI; however, artificial intelligence retains a destructive quality.

With Lovable and other AI tools, mass AI agents could be created in a short space of time. Sam Altman of OpenAI probably means that fast and mass production of software solutions (AI agents) will replace the traditional programming of large and comprehensive ERP solutions. As in real life fast-fashion, there is of course also a risk of uncontrolled growth with AI agents. When using AI agents from different sources (SAP, UIpath, ServiceNow, Workday, Boomi, Salesforce, etc.), the question of the leading system quickly arises. The question of the autonomy of AI agents, on the other hand, focuses on the decision for a stable platform on which the agents should operate.

IT platforms and composable ERP

With Business Technology Platform (SAP BTP) and Business Data Cloud (SAP BDC), SAP is in a satisfactory starting position. However, BTP and BDC do not provide SAP with a unique selling point: many functions of these SAP platforms can be found in hyperscalers or specialist providers such as Boomi. BDC is largely based on the construct of Databricks, a US IT company that cooperates with almost every other company in the IT scene.

What SAP customers get with the Business Data Cloud, they will also find with Databricks from the hyperscalers. This means that the once closed and homogeneous ERP market is inevitably developing into an open, partially open source-based conglomerate. The term composable ERP is thus taking on a whole new meaning thanks to an IT platform economy and AI agents.

In Handelsblatt (a German business magazine), Thomas Jahn and Christof Kerkmann quote analyst Matthew Hedberg from the investment bank RBC. In a study, he calls it the "narrative of the death of software". Traditional ERP software such as SAP S/4 Hana has reached the end of its own life cycle due to the current development of AI. Beyond 2030, classic SAP Abap programming will no longer exist. The question will even be whether Hana and S/4 from SAP can still be used when AI agents have taken over the work. There is still a lack of comprehensive operating concepts that bring together AI, ERP code generation, and app design (Lovable) in a stable and consistent manner. A combination of Lovable, AI agents, and platforms such as Databricks as Composable ERP is probably the "narrative of the death of classic SAP software".

Classic SAP ERP without a future

This fear has been around for some time, write Thomas Jahn and Christof Kerkmann in Handelsblatt. This narrative reached a new high on Tuesday (12.8.2025) following the publication of Monday.com's quarterly figures. The provider of workflow software slumped by around 30 percent— even though Monday.com published good figures.

"SAP has lost more than twelve billion dollars in value on the stock market in two days, Salesforce almost ten billion dollars, and Monday.com 4.6 billion dollars—while the Nasdaq tech index and other stock market barometers have reached new highs. Behind this dichotomy lies a serious concern among investors: AI could undermine the business model of certain software providers." (Source: handelsblatt.com)