> to stave off a "build with Accenture/WITCH+OpenAI/Anthropic" disruption.

idk, i mean you could try to build in house, wait for it to be done, and hope it's correct with respect to your business which i would give about a 5% chance of success or buy saas and concentrate on implementation/migration.

AI or not, unless your business already has the teams and governance in place to manage custom software you're going to be tied to Accenture or some other firm indefinitely which will be expensive. Besides, something of the magnitude of a global ERP is going to be almost impossible even with GenAI. Writing the code and the technical architecture, where GenAI will help the most, is the easiest most straightforward part of a project like that. The real difficulty will be business process definition, alignment, and requirements gathering/refinement same as always. Finally, business doesn't stop while you're implementing something in-house, once it's done (which it will never be truly done) you still have to migrate to it which is another multi-year process. I think where most of these projects will end up is still paying for saas but then for certain processes you use the in-house system. ...So it's the worst of both worlds basically.

> Edit: can't reply

That's strange. You mean you can't see the "reply" button or there's something else? I just have seen this only once (no "reply" button"), and reloading after a couple of minutes helped. Not sure if it's your case though.

> The "SaaSpocalypse" [0].

I'm very grateful that you have decided to spend your time explaining this. Seriously, I am. Thank you very much. I now understand that way better than before.

> Because the ERP and EHR market is almost entirely dominated by SAP and Epic.

And still they were trying to compete, weren't they?

> Which is largely attributed to the growth in spend on Oracle Cloud.

That's exactly what I'm trying to say. Why have their cloud services are suddenly started to make more money, roughly speaking? And at the same time, what is (seemingly) the main reason for their recent debt increase? They do cut out the fat, yes, I agree, but what exactly pushed them to do it right now? What made them to act so quickly and urgently? That's what I'm trying to say.

> I work in this industry and once you remove the AI washing, much of Oracle's current strategy is around building a hyperscaler business that is comparable to GCP and Azure in size. Already over the past 2 years I've seen 2 fortune 500s completely shift off AWS or Azure to Oracle Cloud because of better terms and strategic hires by Oracle Cloud.

Okay, understood. I work in entirely different field, so that's not my main speciality, to be honest. Thanks for explanation : )