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ORCLBULLISHCore thesis · 5/5

Oracle's early internet pivot as a 'burn the boats' bet

The book argues that Larry Ellison's contrarian, all-in bet on the internet in the late 90s - abandoning client-server development - was a 'burn the boats' strategy that forced competitors to become followers and drastically expanded Oracle's database market.

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ORCL: Oracle's early internet pivot as a 'burn the boats' bet · Zortix