IMHO per socket was extractive most of the time, especially when memory capacity was the limit on performance. The 'Oracle doesn't have customers, it has hosta

IMHO per socket was extractive most of the time, especially when memory capacity was the limit on performance. The 'Oracle doesn't have customers, it has hostages' The main purpose shifted from a hypothetical development cost offset to an effort to extract more fees from customers who were locked into your product. Broadcom's changes to VMware, where they have publicly stated that increasing revenue while not attempting to build new revenue streams or through any value adds for the customers is happening now. I get that any technology moves to an extraction phase after growth slows. But for me, moves like per core licenses are an indicator we need to consider vendor mitigation. Unfortunately capital markets seem to prefer these lower long term but predictable gains through extraction vs long term dividends etc...