Oracle is not quite as fucked as everyone else on the rest of the list. Oracle has the benefit of offering products that solve very real, very complex business problems: they aren&#x27;t selling technology infrastructure. Oracle&#x27;s core products are largely around financial and operational automation, and they are well understood by integrators across many industries. Their biggest threat is something like Salesforce -- but even then, the capital cycle for ERP systems is something stupid like 15-25 years. IBM is largely in the same boat as Oracle, albeit with slightly more government focus.<p>Oracle is ultimately a software company. Where their customers run that software is largely irrelevant to their core business. Is there margin to make by running an Oracle cloud? Sure, but the bulk of their profits are made just by licensing their LOB software packages and the associated annual support contracts. Oracle will be fine, and Larry Ellison will be able to buy an even bigger yacht in a decade.