> But they’re way behind, need to spend tens of billions to have a competitive global cloud infrastructure, and have a much more severe customer problem than IBM: their customers hate them<p>Had a good, long laugh at that one. Jesus, is there anyone on this planet that <i>doesn't</i> regard Oracle as the corporate equivalent of a slimy, violent mob boss?
One of the more pointless arguments I’ve gotten into on reddit was one where a guy in an investing subreddit was absolutely positive that as soon as oracle and ibm decided to take cloud seriously, aws would collapse as IT managers around the world would switch to what they know and love.<p>As if AWS was a mere experiment, and any day now the big boys would come in and show how it’s done.
My question is: what happens to all the small cloud infrastructure startups?<p>Surely Digital Ocean, Linode, Vultr etc don't have the resources to invest in these massive facilities.<p>Yet, they have customers, and provide options.<p>How are the big three (AWS, GCP, MS) able to sell on such a scale?