The Josh Bersin Company Oracle's AI Business Model Is Working, And Others Need To Watch Out
27 snips
Mar 11, 2026 A deep look at how one company is blending software and infrastructure into a new business model. Traces the firm’s database roots, acquisition-driven growth, and cloud hardware play. Covers big bets on AI tools, data centers, and partnerships reshaping enterprise software. Compares this integrated approach to competitors and highlights recent momentum and customer wins.
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AI Will Turn Software Into Compute Consumption
- Most enterprise applications will be developed or dynamically generated by AI rather than hand-coded.
- Josh Bersin argues this shifts purchasing from user-licenses to compute capacity measured in tokens or megawatts, changing the software business model.
Oracle Beat IBM By Bringing Databases To Open Systems
- Josh Bersin recounts Oracle's origin disrupting IBM by moving databases from mainframes to open Unix platforms.
- He compares the 1990s database wars (Oracle, Sybase, Informix) to today's LLM infrastructure competition.
Oracle's Acquisitions Built Its Enterprise Reach
- Bersin notes Oracle's aggressive acquisition history, citing PeopleSoft and Cerner as strategic buys.
- He highlights the Cerner deal as significant because it positions Oracle strongly in hospital clinical systems.