Both Cerner (EHR) and NetSuite (ERP) were laggards in their market segments for years.

If I'm the Director of Enterprise Applications and have a budget allocated to procurement, I have no reason to purchase a laggard product like Cerner or NetSuite even with the Oracle bundle when SAP is giving significant discounts because OpenAI, Anthropic, and GCP are offering partnerships with systems integrations like Accenture or Deloitte to fully build out and manage your own hyperspecific ERP or EHR.

There's no reason to keep investing in products in a market that was already past it's growth stage pre-AI with a clear market winner, especially now that there is downstream pressure that makes build much more attractive than buying an inferior product.

Based on your response, I doubt you even cared to read my entire post.

Edit: can't reply

> I didn't read it because it didn't exist yet, you added it in an edit

It did when I posted. The only edit I made after you posted was fixing HRM to EHR.

> You're not even disagreeing with my response, merely elaborating the mechanism behind it. This is bad faith posting.

I strongly disagree. My entire thesis is that Cerner and NetSuite were bad businesses. If a business is bad you kill the business.

No need to gaslight me and delete your response.