Good article, but misses the point on Oracle's risk against AWS. Understandable as Ben is more focused on consumer stuff. Oracle's main money maker is their da

Good article, but misses the point on Oracle's risk against AWS. Understandable as Ben is more focused on consumer stuff. Oracle's main money maker is their database product. Running on prem, collecting money through license and maintenance contracts. The more DB installs out there, the better. Salesforce uses Oracle for their backend. But here's the rub - as a SFDC customer, I do not care which DB is running below it. And I don't need an DB in itself anymore. I have my customer data in my CRM, and runs in SFDC datacenters. SFDC is the largest known user of Oracle DB, but it is abstracting away the raw DB product from enterprise users. Like any other SaaS product does. Which means the total number of ORA DBs will shrink, massively. Hence Oracle buying business apps left and right with all that DB money, to augment the sellable stack. Oracle is the elephant graveyeard of enterprise software, in CRM alone they acquired 5-6 different solutions and still sell a bunch of those (Siebel, Oracle CRM, Oracle OnDemand, Fusion, Peoplesoft, etc.). SFDC has announced a big move onto AWS, getting away from running their own datacenters - they're moving upstream, going after the business end users. The underlying tech is a commodity, plumbing, invisible. And what happens to price points of commodities? bye bye fat margin DB business...