[hahahaa]

I never met anyone who likes Oracle ($331bn mkt cap), SAP (€187bn) or Salesforce ($134bn) either.

However as businesses they sell, they know how to sell and know what they customers need. They need a lot of compliance and IT maturity for sure.

Enterprise (and even SME) customers don't want to fuck around with Claude and use hero shadow IT. They want to buy shit like Jira because it turns out cheaper than DIY even with AI. They know it will be HIPAA and SOC2 and most other things they desire like that.

AI does kill the tail end but Atlassian was always practically free to the kind of person who can replace it with a vibe coded weekend project (try it! sign up for a Jira!).

While you are there, you can go and set up myriad AI workflows, build a forge (plugin) app using AI in studio then set up Rovo AI automations. Yes it is very AI native now.

Some day you can type "make the next Google" into AI and it will do the paperclip thing. Until then... SaaS is not dead. I repeat SaaS is not dead. Not dying. Disrupted yes. Not dead.

[tptacek]

I think I'll be the 10,000th industry person to say that Oracle, SAP, and Salesforce are deeply at risk at the present moment, and if they have a chance at retaining value it's only because they're Systems Of Record, and that very few companies are going to make the mistake of letting them lock up their data and keep it away from agents in the future.

[hahahaa]

I'd rather discuss first principles than use ad populum arguments.

Going back to Jira (you may be right about Oracle but I doubt it) they are well position to ride the AI wave and do well. I gave reasons and details in my last comment. It is easy to slap on "AI pilled" baseball cap and use the same talking points. I'd love to hear specific arguments about why Jira is not well placed and I happy to change my mind (coffee mug extended out).