What do you think about these new “AI-ERPs” that are popping up and trying to compete with NetSuite? At least from a marketing standpoint I see some stuff, tools like Campfire, Rillet, and others seem to be trying to position as an alternative. I’m curious if, with all the AI features rolling into NetSuite, they’ll really be able to compete/compare to what NetSuite offers, etc. I have not used any of them tho.

Most of them are competing on the "accounting level" and allow you to close books "quickly". When you dig in deeper, some of them don't even have inventory module.

That's true. I think they are mainly focus on SaaS companies

Why do you think that they will be able to compete with NS? A lot of SaaS companies would still need many modules. And what about hallucination? Who in his right mind would trust AI for a any serious report?

I think NS too big now for smaller players to compete. Companies will trust Orcale NS and it’s AI more than these new AI ERP any day. One thing can happen, some very big player enters with all modules with deep pockets and marketing budget. Just like ChatGPT(Microsoft) entered, and shaked Google, but I think that lesson is learned. Google was behind taking slow cautious steps on AI, Netsuite is not.