I think those are great points in where the underlying business model could have underlying cracks. My take is that SaaS has desirable features in the current a

I think those are great points in where the underlying business model could have underlying cracks. My take is that SaaS has desirable features in the current age of agile product development and data-driven business decisions. Selling an Oracle database is a bit like going door-to-door to sell vacuums. Ultimately, it is hard to gauge product adoption, CAC, etc. with a licensing model at first since you aren't selling a $5/month per user solution. The Oracle database could actually scale better as a business model as once the customer is set up they can move to the next sale versus always battling how much it costs the company to maintain the service. However, in this current day and age, it takes a little faith to run this model versus one that has daily performance metrics from the onset.