Oracle's AI Business Model Is Working, And Others Need To Watch Out

Oracle’s earnings announcement yesterday demonstrates the company’s shift to a new type of enterprise “software” company, challenging companies like SAP, Workday, Salesforce, and many others. In this podcast I explain this shift, the history of Oracle, and where AI is taking the enterprise software market.

Here is the source article to read, and I look forward to further discussions on this topic with our clients and vendor partners.

Reference Information

Oracle’s Earnings Prove That AI Infrastructure Is Eating Enterprise Software (open.substack.com/pub/joshbersin/p/oracles-ear…)

Nvidia Explains The New Software Stack (5-Layer Cake) (blogs.nvidia.com/blog/ai-5-layer-cake)

Oracle Earnings Announcement (cnbc.com/2026/03/10/oracle-orcl-q3-earnings-re…)