That is a bold statement. Google has ~1/3 of the world who have access to the internet as regular users. Apple is a hardware maker with a very desirable array of products. I won't say I am a fan of Oracle, and I agree with you on how the lifecycle of enterprise adoption works, but that is a very far fetched conclusion.
First, large companies need to adapt quicker; while this has always been the case, the pace is accelerating. As pointed out above, Oracle has done some shit to alienate a lot of people, and have been for a while.
New companies grow up to be "enterprise". While they ard gouging and alienating their current customers and potential employees, people are NOT building on Oracle. They aren't being locked in.
As old companies (or their management) retire Oracle will have adoption rates like cobol. I am not saying tomorrow, nor this year, but Oracle is going to make big changes or see their MRR fade out with the salesy slicks who brought them on board 2 decades ago.