Точка Синхронізації

Ali Ghodsi, the CEO of data analytics giant Databricks, argued that while the Software-as-a-Service (SaaS) industry is not facing an immediate demise, artificial intelligence will fundamentally reshape the competitive landscape by making many current platforms irrelevant. Speaking during a recent industry discourse on the future of enterprise software, Ghodsi addressed the growing debate over whether AI-generated applications—often referred to as 'vibe-coded' software—will replace established giants. He suggested that the real threat to incumbents is not the total disappearance of the SaaS model, but rather a new wave of AI-driven competitors that can offer superior value at lower costs. The commentary comes at a time when industry veterans are divided over the impact of generative AI on software development. Ghodsi clarified his stance by noting that major SaaS applications, such as Salesforce or Workday, are unlikely to be replaced overnight by simple, AI-written versions that lack the depth and security of enterprise-grade tools. However, he emphasized that the barriers to entry are dropping at an unprecedented rate. AI's ability to automate complex coding tasks means that nimble startups can now build sophisticated alternatives to legacy software much faster and more efficiently than was previously possible. Furthermore, Ghodsi highlighted the shifting economic reality for software companies in the age of AI. As intelligence becomes a commodity integrated into the infrastructure level, the traditional value proposition of many SaaS providers—which often relies on proprietary data silos and manual workflows—is being challenged. Databricks, which positions itself as a data and AI company, sees this transition as an opportunity for platforms that can unify data and AI capabilities, rather than just offering siloed software tools. The shift suggests that future market leaders will be those who leverage AI to provide more dynamic, data-centric experiences rather than static service models.