Oracle's Cloudy Future
Building for the middle won't win the cloud; flexibility and focus matter
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@RickBullotta
not overlooked at Stratechery you can be sure ;) Have written about it several times. Huge factor.
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@stratechery
nice read. The bigger problem with Oracle is that it's still focused on its own tech stack moving to cloud
@pankajontech
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Great write
@stratechery
. Oracle believes moving its "sw suite" biz model off-prem is "
#cloud
". IMHO, utility-like consumption is the key.
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@stratechery
interesting but based on a biased figure: capex for all Amazon was 3,36 B$ (including cap lease commitments) last quarter !
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@stratechery
if you look at properties additions for AWS, it was 4,6 $B in 2015 or about 1$B per quarter (including cap leases commitments)
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