甲骨文董事长埃里森不惧“软件末日”：那是别人的事，与我们无关

IT之家03-11

IT之家 3 月 11 日消息，据《商业内幕》今日报道，甲骨文董事长拉里 · 埃里森表示，AI 将导致 SaaS（软件即服务）公司大规模消亡的担忧，实质上被夸大了。拉里 · 埃里森在周二的财报电话会议上说，所谓的“SaaS 末日（Saaspocalypse）”可能会成为其他公司的问题，但不会影响甲骨文。“现在已经出现新的编程工具，可以帮助甲骨文构建完整的软件体系 ——基于智能体的软件，可以用于...

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西西利亚在同一场财报电话会议上也对“SaaS 末日”的说法予以回击。“如果我们没有拥抱 AI 工具以及编程能力，确实会构成威胁。但我们不但在用，而且速度非常快。我们正在利用 AI 开发全新的 SaaS 产品，同时也把 AI 智能体嵌入现有应用套件。”西西利亚补充说：“我还没遇到哪个客户说自己准备好放弃零售的商品管理系统、核心银行系统、活期存款账户系统、电子病历系统，以及那些零散拼凑的 AI 功能，然后指望这些东西一夜之间就能取代所有这些。实际上，我们经常听到的是，他们根本没这个打算。”据IT之家了解，甲骨文并不是唯一试图淡化 Anthropic 和 OpenAI 可能威胁传统软件公司的企业。Salesforce CEO 马克 · 贝尼奥夫最近也试图安抚投资者，强调 Salesforce 围绕 AI 智能体的战略能够帮助公司抵御所谓的软件末日。“如果真的存在‘SaaS 末日’，也许会被‘SaaS 巨鳄’吃掉，因为很多公司仍然在大量使用 SaaS，而且有了智能体的加持，软件将变得更强大。”Workday CEO 阿尼尔 · 布斯里在上周的财报电话会议上也试图缓解类似担忧。他表示，人力资源和企业软件系统涉及复杂的安全和监管要求，并强调 Anthropic 和 OpenAI 等 AI 公司本身也在使用自家软件。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":541367490139016,"gmtCreate":1773195398532,"gmtModify":1773195400811,"author":{"id":"4199543189920392","authorId":"4199543189920392","name":"Sacred Rabbit","avatar":"https://static.tigerbbs.com/11284644c21c4f05ac09d2b5c2b09e7d","vip":1,"hat":"https://static.tigerbbs.com/646756f1284a5a6480ed02cc4fa7d1d2","crmLevel":6,"crmLevelSwitch":1,"authorIdStr":"4199543189920392","idStr":"4199543189920392"},"htmlText":"‌<a href=\"\">[强]&nbsp;</a>‌","listText":"‌<a href=\"\">[强]&nbsp;</a>‌","text":"‌[强] ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/541367490139016","repostId":2618967239,"repostType":2,"repost":{"id":"2618967239","kind":"news","pubTimestamp":1773183749,"share":"https://www.laohu8.com/m/news/2618967239?lang=zh_CN&edition=full","pubTime":"2026-03-11 07:02","market":"us","language":"zh","title":"甲骨文董事长埃里森不惧“软件末日”：那是别人的事，与我们无关","url":"https://stock-news.laohu8.com/highlight/detail?id=2618967239","media":"IT之家","summary":"IT之家 3 月 11 日消息，据《商业内幕》今日报道，甲骨文董事长拉里 · 埃里森表示，AI 将导致 SaaS 公司大规模消亡的担忧，实质上被夸大了。甲骨文 CEO 迈克 · 西西利亚在同一场财报电话会议上也对“SaaS 末日”的说法予以回击。据IT之家了解，甲骨文并不是唯一试图淡化 Anthropic 和 OpenAI 可能威胁传统软件公司的企业。","content":"<html><body><article><p>IT之家 3 月 11 日消息，据《商业内幕》今日报道，<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>董事长拉里 · 埃里森表示，AI 将导致 SaaS（软件即服务）公司大规模消亡的担忧，实质上被夸大了。</p><p>拉里 · 埃里森在周二的财报电话会议上说，所谓的“SaaS 末日（Saaspocalypse）”可能会成为其他公司的问题，但不会影响甲骨文。“现在已经出现新的编程工具，可以帮助甲骨文构建完整的软件体系 ——<strong>基于智能体的软件</strong>，可以用于自动化医疗或金融服务等完整行业生态，这正是甲骨文正在做的事。因此我们认为，自己会成为颠覆者。故此，所谓的‘SaaS 末日’景象<strong>只会降临在别人头上，与我们无关</strong>。”</p><p>过去一个月，市场对 AI 取代传统软件工具的担忧明显上升。Anthropic 发布新的智能体 AI 工具后，<a href=\"https://laohu8.com/S/CRM\">Salesforce</a> 和 Asana 等软件股出现抛售。</p><p>甲骨文 CEO 迈克 · 西西利亚在同一场财报电话会议上也对“SaaS 末日”的说法予以回击。“如果我们没有拥抱 AI 工具以及编程能力，确实会构成威胁。但我们不但在用，而且速度非常快。我们正在利用 AI 开发全新的 SaaS 产品，同时也把 AI 智能体嵌入现有应用套件。”</p><p>西西利亚补充说：“我还没遇到哪个客户说自己准备好放弃零售的商品管理系统、核心银行系统、活期存款账户系统、电子病历系统，以及那些零散拼凑的 AI 功能，然后指望这些东西一夜之间就能取代所有这些。实际上，我们经常听到的是，他们<strong>根本没这个打算</strong>。”</p><p>据IT之家了解，甲骨文并不是唯一试图淡化 Anthropic 和 OpenAI 可能威胁传统软件公司的企业。</p><p>Salesforce CEO 马克 · 贝尼奥夫最近也试图安抚投资者，强调 Salesforce 围绕 AI 智能体的战略能够帮助公司抵御所谓的软件末日。“如果真的存在‘SaaS 末日’，也许会被‘SaaS 巨鳄’吃掉，因为很多公司仍然在大量使用 SaaS，而且有了智能体的加持，软件将变得更强大。”</p><p><a href=\"https://laohu8.com/S/WDAY\">Workday</a> CEO 阿尼尔 · 布斯里在上周的财报电话会议上也试图缓解类似担忧。他表示，人力资源和企业软件系统涉及复杂的安全和监管要求，并强调 Anthropic 和 OpenAI 等 AI 公司本身也在使用自家软件。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>甲骨文董事长埃里森不惧“软件末日”：那是别人的事，与我们无关</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n甲骨文董事长埃里森不惧“软件末日”：那是别人的事，与我们无关\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-11 07:02 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260311070314a45f7650&s=b><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IT之家 3 月 11 日消息，据《商业内幕》今日报道，甲骨文董事长拉里 · 埃里森表示，AI 将导致 SaaS（软件即服务）公司大规模消亡的担忧，实质上被夸大了。拉里 · 埃里森在周二的财报电话会议上说，所谓的“SaaS 末日（Saaspocalypse）”可能会成为其他公司的问题，但不会影响甲骨文。“现在已经出现新的编程工具，可以帮助甲骨文构建完整的软件体系 ——基于智能体的软件，可以用于...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260311070314a45f7650&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","BK4516":"特朗普概念","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4538":"云计算","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY 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GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU0109392836.USD":"富兰克林科技股A"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260311070314a45f7650&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2618967239","content_text":"IT之家 3 月 11 日消息，据《商业内幕》今日报道，甲骨文董事长拉里 · 埃里森表示，AI 将导致 SaaS（软件即服务）公司大规模消亡的担忧，实质上被夸大了。拉里 · 埃里森在周二的财报电话会议上说，所谓的“SaaS 末日（Saaspocalypse）”可能会成为其他公司的问题，但不会影响甲骨文。“现在已经出现新的编程工具，可以帮助甲骨文构建完整的软件体系 ——基于智能体的软件，可以用于自动化医疗或金融服务等完整行业生态，这正是甲骨文正在做的事。因此我们认为，自己会成为颠覆者。故此，所谓的‘SaaS 末日’景象只会降临在别人头上，与我们无关。”过去一个月，市场对 AI 取代传统软件工具的担忧明显上升。Anthropic 发布新的智能体 AI 工具后，Salesforce 和 Asana 等软件股出现抛售。甲骨文 CEO 迈克 · 西西利亚在同一场财报电话会议上也对“SaaS 末日”的说法予以回击。“如果我们没有拥抱 AI 工具以及编程能力，确实会构成威胁。但我们不但在用，而且速度非常快。我们正在利用 AI 开发全新的 SaaS 产品，同时也把 AI 智能体嵌入现有应用套件。”西西利亚补充说：“我还没遇到哪个客户说自己准备好放弃零售的商品管理系统、核心银行系统、活期存款账户系统、电子病历系统，以及那些零散拼凑的 AI 功能，然后指望这些东西一夜之间就能取代所有这些。实际上，我们经常听到的是，他们根本没这个打算。”据IT之家了解，甲骨文并不是唯一试图淡化 Anthropic 和 OpenAI 可能威胁传统软件公司的企业。Salesforce CEO 马克 · 贝尼奥夫最近也试图安抚投资者，强调 Salesforce 围绕 AI 智能体的战略能够帮助公司抵御所谓的软件末日。“如果真的存在‘SaaS 末日’，也许会被‘SaaS 巨鳄’吃掉，因为很多公司仍然在大量使用 SaaS，而且有了智能体的加持，软件将变得更强大。”Workday CEO 阿尼尔 · 布斯里在上周的财报电话会议上也试图缓解类似担忧。他表示，人力资源和企业软件系统涉及复杂的安全和监管要求，并强调 Anthropic 和 OpenAI 等 AI 公司本身也在使用自家软件。","news_type":1,"symbols_score_info":{"ORCX":0.6,"ORCS":0.6,"ORCU":0.6,"ORCL":1.95}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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