| ▲ | Hasz 4 hours ago |
| Oracle is still making a very, very healthy amount of money on legacy db products. Momentum is a very powerful thing. |
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| ▲ | vanuatu 2 hours ago | parent | next [-] |
| don't look at the oracle stock price over the last year though |
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| ▲ | Hasz an hour ago | parent | next [-] | | This 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. | |
| ▲ | bel8 2 hours ago | parent | prev [-] | | $322 to $130. ouch |
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| ▲ | jjice 3 hours ago | parent | prev | next [-] |
| 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... |
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| ▲ | SoftTalker 2 hours ago | parent | next [-] | | > your database is probably the hardest part of your application to migrate off of Oracle 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. | |
| ▲ | lenerdenator 3 hours ago | parent | prev | next [-] | | I was thinking maybe investigations and prison time should crush Oracle's business model. They 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. | |
| ▲ | esseph 3 hours ago | parent | prev [-] | | > We're early on in the LLM era, so I have hope that it can crush Oracle's business model. They're a hypercloud provider now. It may be awhile. | | |
| ▲ | senderista 2 hours ago | parent [-] | | Oracle seems to be doing their best to expedite their own crushing. I wish them success. | | |
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| ▲ | dgellow 35 minutes ago | parent | prev [-] |
| Don’t look at oracle’s debts |
