I was at Marc Benioff’s subversive non-keynote at Oracle OpenWorld yesterday, and while it was fun to see all the hoopla (employees holding posters of Benioff cast as a dissident, shouting, honking, donuts, cocktails), it was also cool to have the "I was there when" moment as Oracle’s future biggest competitor draws the lines of battle that are likely to shape the enterprise software industry for the next decade. Truth be told, I think that Benioff was a bit too caught up in the fuss and the cloudwash to make me think he’s a mature and credible competitor yet, but he is clearly getting his gumption up.
Benioff pointed a finger at Exadata as a new mainframe, locking customers into proprietary hardware and forcing them to buy over-expensive gear from an industry monolith. He described his own company as “open,” allowing customers to move to any platform or any cloud; "philanthropic," donating $24 million in grants and using their OOW booth as an engine for giving; and "social," leveraging their internal social media engine Chatter to coordinate their rapid mobilization to deliver the non-keynote within 16 hours of being cancelled by Larry. And all of that is cool, but I think he skewed to tech industry buzz rather than focus on the real competitive forces between Oracle and Salesforce.