Recently, I was visiting an enterprise-focused VC firm when one of the partners told me something striking: Out of all the startups in the firm’s portfolio, only one had decided to build its software atop Oracle’s databases. And that startup was having trouble.
That anecdote confirmed what analysts have predicted. Oracle Corp., for decades the reigning king of the database world, is falling behind in the database market. Amazon Web Services is taking business. So are startups like MongoDB and Datastax, which have developed new database technologies better suited to how today’s apps are made.
I predict that in 2016 Oracle will make a move to buy one of these up-and-coming database companies.