'They're not done': Oracle co-founder Larry Ellison says AI can finally help us 'finish' building apps, dismissing SaaSpocalypse fears
THE SO WHAT
If AI handles more of the UI and workflow scaffolding, the value in SaaS shifts further toward data moats, domain depth, and integration into core systems. Operators should assume more app surface area becomes commodity and focus roadmaps on the parts AI can’t easily clone: proprietary data, embedded workflows, and compliance-heavy edges.
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