Earlier quoted context omitted.
What hard problems are they solving that can't be solved with OSS today (tech problems)? I've heard things about their business apps division (business problems) and I can't say I particularly believe in their future there versus smaller focused companies.
So - I'm definitely not willing to go as far as the GP was with their statement, but Oracle's database technology is pretty amazing. I love postgres, Spark, NoSQL, etc. and think the progress they have made is amazing, but Oracle's database from a raw featureset is incredible. - Shared-something database clustering - true scale-out database clustering without writing sharding logic into your application, worrying abo…
I think you can add to this the fact that Oracle has been hardening the platform and building/fixing edge cases for 30 years. This goes a long way to preventing procurement departments from moving away from the "no-one got fired for buying " model.
I heard a crazy stat that 99% of Oracle's business ($36B revenue, $9B profit) comes from the top 0.01% of customers (basically the US Govt and the Fortune 10). The average OSS start up is not going to materially affect this.
The real problem (solvable with tech? maybe?) is changing the culture in which big orgs evaluate and procure IT. Otherwise Oracle will just be an attractive exit for startups rather than competition that can be threatened...