I-Oracle Idelela i-SaaS Slump nge-AI yamahhala Ukukhathazeka kwabatshalizimali mayelana nobuhlakani bokwenziwa (b>AI) obuphazamisa ukusetshenziswa kwesoftware yendabuko kubangele ukudayiswa, kwanciphisa amasheya abadlali abakhulu be-SaaS abafana ne-Salesforce, i-ServiceNow, ne-Workday. Lesi simo, esibizwa nge-"Saaspocalypse," sibonisa ukwesaba ukuthi amathuluzi amasha e-AI angase athathe indawo yezinhlelo zokusebenza eziyinhloko. Kodwa-ke, abaphathi be-Oracle bethule indaba ephikisayo enesibindi, bebeka inkampani yabo njengamasosha omzimba ahlukile. Isu labo? Inikeza izici ezinamandla ze-AI mahhala ngaphakathi kwezinhlelo zabo zokusebenza zamafu ezikhona. Ubuholi buka-Oracle buphikisa ngokuthi ukuhlanganisa i-AI ngokuqondile nokugeleza komsebenzi webhizinisi akukuvimbi ukusebenzisa imali—kukhuphula inani lenkundla yabo. Ngokushumeka ama-agent e-AI enza imisebenzi eyinkimbinkimbi ngokuzenzakalelayo, i-Oracle ihlose ukwenza isofthiwe yayo ibaluleke kakhulu, ivikele ukusakazwa kwayo kwemali engenayo ngokumelene nokwehla okubanzi kwe-SaaS. Lesi sinyathelo siyimpendulo eqondile yokuntengantenga kwezimakethe kanye nomdlalo wokukhiya amakhasimende wesikhathi eside.
Kungani "i-Saaspocalypse" i-Spooking Investors Umqondo wokwehla kwe-SaaS usuka embuzweni obalulekile: ingabe amabhizinisi azothenga amathuluzi amasha e-AI esikhundleni sesoftware yawo yamanje? Uma i-AI ikwazi ukwenza imisebenzi ngokuzimela, ukucabanga kuyahamba, izinkampani zingase zehlise ukubhalisa kumapulatifomu endabuko e-CRM, ERP, kanye ne-HR. Lokhu kwesaba sekudale ingcindezi enkulu kulo mkhakha. Izinkampani manje sezicubungula amabhajethi azo esoftware kunangaphambili, zifuna i-ROI ephezulu kuwo wonke amathuluzi. Kulesi simo, ukwengeza inani ngaphandle kokwengeza izindleko kuba umehluko obalulekile. Isimemezelo sika-Oracle siqondise ngqo leli phuzu lobuhlungu ngokususa umgoqo wezindleko zokwamukelwa kwe-AI kumakhasimende ayo akhona.
Umbono ka-Ellison: Ama-AI Agents Njengabaphindaphinda Abasebenzi Ocingweni lweholo lwakamuva, uSihlalo Ophethe we-Oracle kanye ne-CTO, u-Larry Ellison, banikeze umbono ophathekayo. Uchaze kabanzi ukuthi izibhedlela ezisebenzisa izinhlelo ze-Oracle zingathumela kanjani ama-agent e-AI ukuthi aphathe inqwaba yemisebenzi. Lokhu akukhona mayelana namandla angacacile; imayelana ne-automation ethile, enenani eliphezulu. U-Ellison wachaza ama-ejenti angakwazi:
Qeqesha abahlengikazi abasha ngamaphrothokholi nezinhlelo. Qondanisa ngobuhlakani izazi ze-radiologist neziguli ngokusekelwe ekwazini nasekuphuthumeni. Phatha ukuxhumana nokuhambisana nabalawuli benhlangano. Hlanganyela nezinkampani ezenza imithi ukuze uthole izinsiza nezivivinyo.
Lokhu kukhombisa ukusuka ku-AI njengomkhiqizo ozimele ukuya ku-AI njengesendlalelo esishunyekiwe, esithuthukisayo. Ukuze uthole imininingwane mayelana nokusebenzisa amathuluzi wamahhala okuthuthukisa ibhizinisi lakho, hlola umhlahlandlela wethu wokuthi Ungayisebenzisa kanjani i-Canva ukuze udale okuqukethwe okuphrofeshinali mahhala.
I-Strategic Genius Yezici ze-AI "Zamahhala". Ukunikeza lawa makhono ngaphandle kwenkokhiso eyengeziwe kuyisu elihle lokuncintisana. Ngokushesha kuphakamisa umgoqo kumakhasimende ukuthi acabangele ukushintshela esincintisana naye. Kungani uthuthele kwenye inkundla futhi ukhokhele i-AI ngokuhlukana lapho i-Oracle ikunikeza ngaphakathi kwenkontileka yakho yamanje? Le ndlela iguqula usongo olungase lube khona—inguquko ye-AI—ibe ithuluzi elinamandla lokugcina nokukhula. Ikhuthaza ukuhlanganiswa okujulile kwe-ecosystem ye-Oracle kuyo yonke imisebenzi yenhlangano. Lapho izinqubo eziningi ezithinta i-ejenti ye-Oracle AI, inkundla igxila kakhulu.
Beyond Healthcare: I-Universal Playbook Ngenkathi u-Ellison esebenzisa ukunakekelwa kwezempilo njengesibonelo esicacile, lolu hlelo lokusebenza lusebenza emhlabeni wonke. Abathengisi bangasebenzisa i-AI ukuthola izinto ezishintshayo kanye nokuzikhangisa komuntu siqu. Amafemu ezinsizakalo zezezimali angenza ngokuzenzakalelayo ukubika ukuthobela umthetho kanye nokuhlola ubungozi bamakhasimende. Umbono owumongo uyefana: thuthukisa amaqembu abantu nge-AI ephatha imisebenzi eyisicefe, enevolumu ephezulu. Lokhu kuvumela ithalente lomuntu ukuthi ligxile esu, ekusunguleni nasekuxazululeni izinkinga—izindawo lapho i-AI isehluleka khona. Impumelelo ebhizinisini ngokuvamile ivela ekusebenziseni amathuluzi afanele ngesikhathi esifanele, isimiso esinanelwa ezindabeni ezifana nokuthi 'Ngengozi' Ufunde Indlela Yokuqhuba Ibhizinisi eneminyaka engu-19. Manje Uyi-CEO Yenkampani Ezimisele Ukufika Ku-$600 Million Kulo nyaka.
Kusho Ukuthini Lokhu Ngekusasa Lesoftware Yebhizinisi Ukunyakaza kuka-Oracle kungenzeka nje kuyisiqalo sempi entsha yokubusa kwebhizinisi. Inkundla yempi ayiseyona nje izici noma izikhungo zedatha, kodwa mayelana nokuthi ubani onganikeza i-ecosystem ehlakaniphe kakhulu, ezenzakalelayo, nenamathelayo. I-AI "yamahhala" iwumnikelo omusha we-premium. Singalindela ukuthi abanye abadlali abakhulu baphendule ngamasu e-AI ahlanganisiwe afanayo. Umncintiswano uzoshintshela kokuthi i-AI kabani esebenza kahle kakhulu, evikeleke kakhulu, futhi edidiyelwe ngaphandle komthungo. Kumakhasimende, lokhu ekugcineni kuhle, ukushayelaemisha kanye nenani. Ukuthola amadili amahle kumathuluzi kungabhebhethekisa ukukhula, kufana nokuthola amathuba ngomzuzu wokugcina esihlokweni sethu, Akukephuzi kakhulu ukuthengela uSuku Lomama, ngenxa yokuthengiswa kwe-Amazon Spring.
Isiphetho: Khulisa, Ungashintshi Impendulo ye-Oracle ekuwohlokeni kwe-SaaS ihlela kabusha ukulandisa. I-AI ayithathi indawo yesofthiwe evamile; wukuziphendukela kwayo okungenakugwenywa. Ngokunikela ngezici ezinamandla ze-AI mahhala, i-Oracle ibheja ukuthi ukukhuliswa kwenani kudala inani elikhulu—kanye nobudlelwano obuhlala njalo bamakhasimende—kunokuphazamiseka kukodwa. Isifundo samabhizinisi yonke indawo sicacile: amathuluzi anamandla kakhulu yilawo anika iqembu lakho amandla okwenza okwengeziwe. Noma ngabe i-AI yebhizinisi noma ubukhona obulula, obunamandla ku-inthanethi, inkundla efanele yenza wonke umehluko. Qala ukuthuthukisa owakho umlando wedijithali namuhla ngokwakha isixhumanisi samahhala sekhasi le-bio ku-Seemless ukuze uhlanganise futhi wabelane ngokuqukethwe kwakho okubaluleke kakhulu ngaphandle komthungo.
