It's not about being late. They don't need to get into those. Companies should stick to their identity once they settled somewhere, instead of becoming color-changing chameleon. Database is still very relevant tech and they missed a whole lot in that domain. Infact, if anything, world is even more dependent now on data and databases. Why did Oracle not rule this kingdom?

Letting Snowflake run off with half the data warehouse market does make it look like Oracle was asleep at the wheel.

A software company who does not change the world, and/or change with the world, will die. The world is not dependent on Oracle DB though. Enterprises are chomping at the bits trying to get of Oracle DB. Evolution is brutal.

It’s not even technical reasons my org has loads of oracle it’s compliance. We have to have vendor support for the data layer for certain financial applications which leaves us with only the companies willing to do the insane dance that is involved in getting vendor certified with my bank (6 months on avg, hundreds of pages of legal documents).

It narrows the field, at least for us, to microsoft, ibm, oracle and mongo.

So we’re all in on mongo, as it goes, but I wouldn’t really balk at running some stuff on the giant oracle clusters now and again.

I actually don't think Oracle was late. It just took OpenAI a while to get to them as the bag holder for when OpenAI fails.