Benioff ought to work on selling the company while valuations are favorable. Perhaps Ellison’s ego would get the best of him if Benioff came hat in hand. ORCL could make the deal work financially, drive ROIC by cutting the heck out of OpEx, but at what opportunity cost? What would be the LT strategic value of $10-12B in CRM/ERP-related cash flow when ORCL is chasing AWS, Azure and GCP on the cloud DB side? Not to mention CRM’s and ORCL’s cultures do not line up. SAP and CRM? While it would be interesting to tightly integrate CRM with SAP Financials, I believe cultural differences would prevent that deal from working as well, especially where it would be a cross border deal. MSFT and CRM? I wouldn’t do the deal if I was advising MSFT. What a mess for CRM holders.
Oracle partners with Cohere for Gen AI and incorporates Cohere’s LLMs into Oracle Cloud. My guess would be that Oracle has not moved to acquire Cohere as Cohere’s $5 billion valuation is apparently 227x Revenue. Should Oracle’s Gen AI effort gain traction and should Cohere grow into its valuation, an acquisition would then make more sense. https://www.oracle.com/artificial-intelligence/generative-ai/generative-ai-service/pricing/
AWS partners with Anthropic for LLMs. Azure partners with OpenAI and to a lesser degree Mistral for LLMs. Google primarily builds its own LLMs (using its TPU chips and NVDA’s chips), and also partners with Anthropic. Meta builds its own opensource LLM – Llama.
I believe that there will be a variety of smaller LLM vendors who perhaps don’t have the largest LLM with the fastest inference, but they will have a highly specialized offering trained on industry-specific datasets.
My view is that most corporate customers will access Gen AI capability via APIs from one of the large cloud service providers: AWS, Azure, GCP and Oracle. It would also make sense for OpenAI to build a cloud services business around its GPT API offering.
Benioff ought to work on selling the company while valuations are favorable. Perhaps Ellison’s ego would get the best of him if Benioff came hat in hand. ORCL could make the deal work financially, drive ROIC by cutting the heck out of OpEx, but at what opportunity cost? What would be the LT strategic value of $10-12B in CRM/ERP-related cash flow when ORCL is chasing AWS, Azure and GCP on the cloud DB side? Not to mention CRM’s and ORCL’s cultures do not line up. SAP and CRM? While it would be interesting to tightly integrate CRM with SAP Financials, I believe cultural differences would prevent that deal from working as well, especially where it would be a cross border deal. MSFT and CRM? I wouldn’t do the deal if I was advising MSFT. What a mess for CRM holders.
Oracle partners with Cohere for Gen AI and incorporates Cohere’s LLMs into Oracle Cloud. My guess would be that Oracle has not moved to acquire Cohere as Cohere’s $5 billion valuation is apparently 227x Revenue. Should Oracle’s Gen AI effort gain traction and should Cohere grow into its valuation, an acquisition would then make more sense. https://www.oracle.com/artificial-intelligence/generative-ai/generative-ai-service/pricing/
Salesforce partners with AWS for Gen AI services: https://aws.amazon.com/solutions/case-studies/salesforce-2023-nyc-summit/ and to my knowledge Salesforce is largely built on top of Oracle as well as AWS.
AWS partners with Anthropic for LLMs. Azure partners with OpenAI and to a lesser degree Mistral for LLMs. Google primarily builds its own LLMs (using its TPU chips and NVDA’s chips), and also partners with Anthropic. Meta builds its own opensource LLM – Llama.
I believe that there will be a variety of smaller LLM vendors who perhaps don’t have the largest LLM with the fastest inference, but they will have a highly specialized offering trained on industry-specific datasets.
My view is that most corporate customers will access Gen AI capability via APIs from one of the large cloud service providers: AWS, Azure, GCP and Oracle. It would also make sense for OpenAI to build a cloud services business around its GPT API offering.