This turns out one of two ways: either Satya’s brilliance reins in Larry Ellison’s incompetence and arrogance and this partnership succeeds, or the clashing duality of two completely different technology cultures gives Amazon one less competitor to worry about. I’m 50/50 right now, leaning Jeff Bezos, because he’s Jeff Bezos. One thing is certain: the deal terms were structured to favor Microsoft, not Oracle. Microsoft didn’t need Oracle, but Oracle needed a miracle to even be relevant in the cloud compute wars. Who benefits? AWS customers, for now. Lower AWS prices are certainly coming. …see more