Oracle is a global enterprise technology company that provides cloud applications (SaaS), cloud infrastructure, and database solutions, including its flagship Autonomous Database and Fusion ERP/HCM/Supply Chain suites. It serves large organizations across dozens of industries worldwide with software, AI-powered analytics, and cloud services.
“Alex Rampell articulates a sweeping thesis about the three eras of software: first, digitizing filing cabinets (Sabre, PeopleSoft, QuickBooks); second, bundling financial transactions to expand addressable markets (Toast, Stripe); and third — and most transformative — software that actually does the work.”
Source→“Cited collectively as examples of the first wave of enterprise software — digitizing filing cabinets without meaningfully improving productivity.”
Source→AI-extracted from podcast / newsletter / paper summaries. May contain errors.