Larry Ellison Says AI Can Help Finish Building Enterprise Apps

What changed

Oracle co-founder Larry Ellison rejected the idea that AI will destroy software and SaaS businesses. His argument is simpler: AI will help finish building enterprise applications and make them more capable than they have been.

Why it matters

That puts the debate in a different place. The question is not whether software disappears, but whether AI changes what enterprise software can do.

Ellison’s view is an informed argument, not proof. The report provides no technical evidence, financial data, timeline or independent reaction to test it. For now, the practical takeaway is that Oracle sees AI as an extension of enterprise software rather than its replacement.