Re:Google “We Have No Moat, and Neither Does OpenAI”
by jimsimmons on Thursday May 04, 2023 @03:16PM
(#35820686)
Databases are another data point that fit this pattern. They’re not sexy and commercial players like Oracle have moat.
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Re:Google “We Have No Moat, and Neither Does OpenAI”
by HillRat on Thursday May 04, 2023 @03:29PM
(#35820865)
That's ... probably not the best example, given the fact that there are a shedload of open-source databases of various types that have forced major commercial vendors like MSFT and ORCL into a corner. ORCL's moat is that they have a large portfolio of random solutions, are incumbent at a lot of organizations where switching costs are very high, and they have an exceptionally aggressive sales organization that doesn't seem to worry too much about legalities.