Oracle Exadata is very fast but expensive. I bet it would beat a similarly sized cluster from these 2 vendors. The problem is price to performance and elasticity. Because DB and SF are in the cloud, they have a lot more options that Oracle doesn’t have. This is why Kurian left Oracle to go to Google, because LE would not allow Oracle to make cloud native products that would run in other clouds. The SF cofounders are ex Oracle engineers and LE was not interested in creating a cloud native DB from scratch. If he did, we wouldn’t have a SF computing right now.