This is how you get market capa that are 40x annual revenue. It is the potential of extraction.
Nothing new: Oracle has paved the way with Java and databases. Exploit the potential until the last customer leaves. Which makes a corollary: Most of the revenue of a company happens when customers are massively leaving.
Although banks have to be careful since transferring $100k to another bank is significantly faster and easier than transferring 100TB to another cloud storage service.
Nothing new: Oracle has paved the way with Java and databases. Exploit the potential until the last customer leaves. Which makes a corollary: Most of the revenue of a company happens when customers are massively leaving.