He is absolutely pointing at Oracle. They have a reputation for not making their customers very happy. Its the only past-employer of mine where I tell friends who I work for and they tell me how unhappy they are with Oracle. This didn’t happen with Texas Instruments, Motorola, AMD, or Apple. Oracle also grew their cloud by strong-arming their old legacy customers into moving. Of note, Amazon is in the process (or already completed) moving off Oracle software themselves.
I see nothing here to spark a worry with MDB.
This letter is one example why I still have a 5% stake in AMZN.