Oracle and Legacy DB Providers Are Missing This Growth Opportunity
We migrated CEORater’s back-end last night from an Excel-based database to Airtable. When your application is essentially a static sheet of rows and columns, you don’t require an Oracle (ORCL), database, which would be overkill, cumbersome, and not business-user friendly.
I expect for companies such as Airtable, Supabase and others to continue to take marketshare for use cases like CEORater that house small-to-medium size datasets. This is where the growth in the application market is. Oracle and other legacy providers don’t have a play here. They will continue to raise prices in lieu of unit growth. That game will eventually end as innovators ultimately disrupt stagnant incumbents. Housing LLMs will not save the legacy DB providers.
As for the the cloud services that engage with our CEO dataset, we use Google Cloud for APIs (stock prices), UI queries, and user authorization. Google (GOOGL) has a way to go with its Firebase database effort, which I did not find to be user-friendly nor effective.