Tim O'Reilly: "somebody gets a critical mass of customers and data and that becomes their source of value.

 On that basis, I will predict that -- this is an outrageous prediction -- but eBay will buy Oracle someday. The value will have moved so much to people who are not now seen as software suppliers."

.... "Amazon is the furthest along this path, in a lot of ways. Amazon really understands that they are becoming a platform."

9:45:35 PM