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143 lines
6.5 KiB
143 lines
6.5 KiB
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<a href="https://blog.juliobiason.me"><h1>Julio Biason .Me 4.3</h1></a> |
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<p class="lead">Old school dev living in a 2.0 dev world</p> |
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<h1 class="post-title">The Hidden Value of TikTok</h1> |
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<span class="post-date"> |
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2020-09-15 |
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<a href="https://blog.juliobiason.me/tags/thoughts/">#thoughts</a> |
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<a href="https://blog.juliobiason.me/tags/tiktok/">#tiktok</a> |
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<a href="https://blog.juliobiason.me/tags/oracle/">#oracle</a> |
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<a href="https://blog.juliobiason.me/tags/cloud/">#cloud</a> |
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<p>As if 2020 wasn't weird enough, Oracle bought the US operations of TikTok, |
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which makes no sense.</p> |
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<p>Except when it does.</p> |
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<span id="continue-reading"></span><h2 id="background-1">Background 1</h2> |
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<p>For some reason, the USA president thought a popular Chinese application |
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should not operate on USA soil. So TikTok would be banned from USA internet.</p> |
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<p>Why? Dunno why, but probably for a trade war.</p> |
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<p>There was one chance for TikTok to continue working on USA: if it was operated |
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by an American company.</p> |
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<h2 id="background-2">Background 2</h2> |
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<p>Oracle is famous for its databases. When someone says "Oracle", the mind of |
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most developers jump to databases, either by its namesake or MySQL or |
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SQLite<sup class="footnote-reference"><a href="#1">1</a></sup><sup class="footnote-reference"><a href="#2">2</a></sup>.</p> |
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<p>So, when the news of Oracle buying the TikTok operations in USA, that confused |
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a lot of people, to the point of saying that <a href="https://www.theverge.com/2020/9/14/21436035/tiktok-oracle-deal-bytedance-president-trump-safety">it would accomplish |
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nothing</a>.</p> |
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<p>But it does. A lot. That's why we need more background.</p> |
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<h2 id="background-3">Background 3</h2> |
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<p>Oracle is also a player in a larger market called "Cloud Providers". This |
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market is lead by Amazon with AWS, followed by Microsoft with Azure, then |
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Google with Google Cloud Platform (GCP) and a mishmash of Huawei with Huawai |
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Cloud and Oracle with Oracle Cloud.</p> |
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<p>One of the important things, marketing-wise, is who is using your product. You |
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get a big player and you can use them as sort of endorsement.</p> |
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<p>AWS captures a lot of those, but most prominent are the Amazon Store itself |
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and Netflix; Microsoft have the whole Office365; Google have Spotify. And, up |
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to a few months, Oracle had nothing (Huawei have the whole Chinese market, so |
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it is, basically, a player on its own).</p> |
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<h2 id="background-4">Background 4</h2> |
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<p>A few months ago, Zoom made a surprising announcement of taking <a href="https://www.reuters.com/article/us-oracle-zoom-video-commn-idUSKCN22A1R9">Oracle Cloud |
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as its provider</a>. |
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People were expecting this announcement saying something like Microsoft or |
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even Google, but... Oracle? That was a huge surprise but, at the same time, it |
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gave Oracle the leverage to say "the most used video conferencing software now |
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runs on Oracle Cloud".</p> |
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<h2 id="so-does-it-make-sense">So, does it make sense?</h2> |
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<p>Sure it does. Not in the technological point, although Oracle could profit |
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with the knowledge of serving lots of videos over the internet for its own |
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cloud operations, but it gives them another big name as sort of endorsement of |
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its cloud service. "TikTok, powered by Oracle Cloud" is one hell of an |
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advertisement.</p> |
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<p>And I think <em>that</em>'s why it does accomplish a lot.</p> |
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<h2 id="the-biggest-loser">The biggest loser</h2> |
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<p>When TikTok operations where on the table, Oracle wasn't the only one to get |
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it: Microsoft was far away in talks with TikTok to be the USA operator of the |
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service.</p> |
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<p>But besides that, Microsoft isn't the biggest loser in this sale of |
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operations. Google is.</p> |
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<p>Remember when I mentioned that Google is considered to be in the third place |
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in the cloud market? Now Oracle have Zoom and TikTok as endorsers and users of |
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their services. And that could give a huge boost for Oracle Cloud, even if not |
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by getting more customers or more profit, but the numbers from hosting those |
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two services may give the impression they surpassed GCP.</p> |
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<p>It's all a marketing move. And a pretty clever one.</p> |
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<hr /> |
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<div class="footnote-definition" id="1"><sup class="footnote-definition-label">1</sup> |
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<p>Yes, MySQL and SQLite are Oracle products.</p> |
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<div class="footnote-definition" id="2"><sup class="footnote-definition-label">2</sup> |
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<p>NO! Not SQLite! Oracle bought <em>Berkeley DB</em>, which is mostly always |
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available on Linux systems.</p> |
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