Cloud Market Dynamics
Mark discusses the challenges of finding scalable cloud companies for acquisition, noting the scarcity of viable candidates in the current market. He highlights that only a handful of SaaS companies have crossed the billion-dollar threshold, reflecting a competitive landscape where innovation is often driven by strategic purchases rather than organic growth. Despite speculation about potential acquisitions, he expresses satisfaction with Oracle's existing portfolio.In this clip
From this podcast
Decoder with Nilay Patel
Recode Decode: Mark Hurd, co-CEO, Oracle
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