ERP 的崩塌：Oracle、SAP——甚至 Salesforce——时日无多

随着 AI 驱动的竞争者崛起，ERP 巨头面临酝酿数十年的 Code Red 时刻 In late 2025, when reports broke that Sam Altman had declared a “Code Red” at OpenAI after Google released Gemini, th…

In late 2025, when reports broke that Sam Altman had declared a “Code Red” at OpenAI after Google released Gemini, the tech world collectively paused. A “Code Red” isn’t a branding stunt or a rallying cry for employees. It is a visceral internal signal — the kind you reserve for existential threats. It means your dominance is slipping, your moat is narrowing, and your competitors have drawn blood. It means the era of comfortable lead time is over. As someone who has spent more than ten years in…