Go ahead - I'm ready to be down-voted again and again until folks realize it is inevitable, as is inevitable that many companies in the area of business software are going down down down.
Wait, what?
The big ERP vendors aren't under any threat, the small ones are.
No business is going to switch from a system that has armies of low-paid consultants to in house AI developed system that has effectively zero consultants who can come in and perform the deployment with tested integrations to their accounting system, their 200 suppliers, their customer systems and their 3rd party auditing systems.
But, small businesses who were not going with a 12m contract for 5 consultants, and who dont have any need for integrations to suppliers, customers and 3rd party systems can do their own systems.
It sounds like you are very far removed from ERP and business systems in general.
All magnetic coding is going to do is further entrench existing large systems because new systems, whether AI generated or not, will be too numerous for any one of them to gain traction.
am I really? it sounds so many people in big ERP service providers are oblivious of the tide rising that will wash them away, because you know what - most of these companies are super pricey, super slow, very messy and tend to fail large-scale projects that cost millions? I've seen this happen personally, and I have personally, as a sole player implemented ERPs with custom inhouse software.
Trust me brother, I know ERPs very well and seen hundreds of high-profile fakers that have zero knowledge of E/R, Business Architecture, and integrations, that still believe they can get away with nonsense.
Hope you're not one of them.
I've been part of enough ERP contracts to know that customers evaluate their options based on how easy it is to hire consultants on the open market.
I did do quite a lot of custom software prior to AI-slop, and that market is completely destroyed with vibe-coding agents. The ERP one looks like it is simply going to further entrench the big players, because new ERPs evolve from some custom application, and once that pipeline is gone, your choices are going to be "build it yourself with no ability to hire for it" or "Go with one of the existing behemoths".
My argument is that AI will remove the pipeline that leads to incumbents seeing more competition.