This is kind of telling:

Last week, we held a conference for leading financial and industry analysts from around the world. My keynote presentation is below ed - follow the link for the video] - broken into two parts for ease of viewing. One analyst remarked, "but this is pretty much what you said last year."

I wonder whether Schwartz was ever asked the kind of question I would have asked: "What possessed you to spend $1B USD on an open source database with $60M in annual revenues?" That's a billion that could have been - to pulll a quote from his speech - "to build innovations that customers want". Maybe one of the analysts that was actually paying attention could have noticed that innoDB - the primary engine used by MySQL - is owned by Oracle. Yeah, no risk to the investment there....

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