We're early on in the LLM era, so I have hope that it can crush Oracle's business model. That said, your database is probably the hardest part of your application to migrate off of...
reply> your database is probably the hardest part of your application to migrate off of
replyOracle has understood this for a long time. RDMBS have seen many generations of application tech stacks rise and fall. Other than C and unix they have outlasted almost everything.
I was thinking maybe investigations and prison time should crush Oracle's business model.
replyThey bought Cerner early in the decade and have whittled it down to absolutely nothing. This is a problem when the software that Cerner sold was EMRs and I have people who used to work there telling me that the perioperative and anesthesia suites now have one person working on them, and no one's fixing issues.
> We're early on in the LLM era, so I have hope that it can crush Oracle's business model.
replyThey're a hypercloud provider now. It may be awhile.
Oracle seems to be doing their best to expedite their own crushing. I wish them success.
reply> Oracle seems to be doing their best to expedite their own crushing.
replyEhhhhhh maybe https://www.cnbc.com/quotes/ORCL
As much as I'd like to believe this, they have their ways of making money.
don't look at the oracle stock price over the last year though
replyThis is mostly an artifact of their bonkers hyperscaler build up. The growth in their RDBMS has got to be 0 or negative, but existing customers are locked in tight imo.
reply$322 to $130. ouch
replyDon’t look at oracle’s debts
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