Oracle has less mindshare than AWS, and AWS has less mindshare than Netflix. That’s completely fine, both clouds still capture massive value from successful apps. Chains trying to stay relevant to end users and the obsession with infra mindshare is a relic of pre-PMF crypto.

Austin Federa |
@Austin_Federa
09-11
Oracle has, for years, been my example of how a company can be 'replaced' in mindshare - by AWS, Salesforce, GCP, so on – but still have great underlying value.
Oracle is simultaneously the laughing stock of web2 from product standpoint, and the darling from value capture.
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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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