While the DoD is in the process of reviewing the $10 billion JEDI cloud contract RFPs (assuming the work continues during the government shutdown), Microsoft continues to build up its federal government security bona fides, regardless. Today the company announced it has achieved the highest level of federal government clearance for the Outlook mobile app, […]
While the DoD is in the process of reviewing the $10 billion JEDI cloud contract RFPs (assuming the work continues during the government shutdown), Microsoft continues to build up its federal government security bona fides, regardless.
Today the company announced it has achieved the highest level of federal government clearance for the Outlook mobile app, allowing US Government Community Cloud (GCC) High and Department of Defense employees to use the mobile app. This is on top of FedRamp compliance, the company achieved last year.
“To meet the high level of government security and compliance requirements, we updated the Outlook mobile architecture so that it establishes a direct connection between the Outlook mobile app and the compliant Exchange Online backend services using a native Microsoft sync technology and removes middle tier services,” the company wrote in a blog post announcing the update.
The update will allows these highly security-conscious employees to access some of the more recent updates to Outlook Mobile such as the ability to add a comment when canceling an event.
This is in line with government security updates the company made last year. While none of these changes are specifically designed to help win the $10 billion JEDI cloud contract, they certainly help make a case for Microsoft from a technology standpoint
As Microsoft corporate vice president for Azure, Julia White stated in a blog post last year, which we covered, “Moving forward, we are simplifying our approach to regulatory compliance for federal agencies, so that our government customers can gain access to innovation more rapidly,” White wrote at the time. The Outlook Mobile release is clearly in line with that.
Today’s announcement comes after the Pentagon announced just last week that it has awarded Microsoft a separate large contract for $1.7 billion. This involves providing Microsoft Enterprise Services for the Department of Defense (DoD), Coast Guard and the intelligence community, according to a statement from DoD.
All of this comes ahead of decision on the massive $10 billion, winner-take-all cloud contract. Final RFPs were submitted in October and the DoD is expected to make a decision in April. The process has not been without controversy with Oracle and IBM submitting a formal protests even before the RFP deadline — and more recently, Oracle filing a lawsuit alleging the contract terms violate federal procurement laws. Oracle has been particularly concerned that the contract was designed to favor Amazon, a point the DoD has repeatedly denied.
Just when you didn’t think there could be any more drama over the Pentagon’s decade long, $10 billion JEDI contract RFP, the plot thickened again last week when Amazon Web Services (AWS) joined the US government as a defendant in Oracle’s lawsuit over the Pentagon’s handling of the contract RFP process. Earlier this month, Oracle […]
Just when you didn’t think there could be any more drama over the Pentagon’s decade long, $10 billion JEDI contract RFP, the plot thickened again last week when Amazon Web Services (AWS) joined the US government as a defendant in Oracle’s lawsuit over the Pentagon’s handling of the contract RFP process.
Earlier this month, Oracle filed a complaint in the United States Court of Federal Claims alleging that the JEDI RFP process unfairly favored Amazon, that the single vendor decision (which won’t be made until April), violates federal procurement rules and that two members of the JEDI team had a conflict of interest because of previous affiliations with Amazon Web Services.
AWS filed paperwork to join the case, stating that because of the claims being made by Oracle, it had a direct stake in the outcome. “Oracle’s Complaint specifically alleges conflicts of interest involving AWS. Thus, AWS has direct and substantial economic interests at stake in this case, and its disposition clearly could impair those interests,” the company’s attorneys stated in the motion.
The Motion to Intervene as a Defendant was approved by United States Court of Federal Claims Senior Judge, Eric G. Bruggink the same day.
Oracle filed a complaint alleging essentially the same issues with the Government Accountability Office earlier this year, but the GAO found no wrong-doing in a ruling last month. Oracle decided to take the case to court where it has had some high profile wins in recent years including its case against Google over its use of the Java APIs.
The JEDI contract RFP has attracted attention for the length, the amount of money at stake and the single vendor selection decision. This is a contract that every cloud company badly wants to have. Oracle has made it clear it’s not giving up without a fight, while Amazon Web Services intends to defend itself against Oracle’s claims.
Oracle filed suit in federal court last week alleging yet again that the decade-long $10 billion Pentagon JEDI contract with its single-vendor award is unfair and illegal. The complaint, which has been sealed at Oracle’s request, is available in the public record with redactions. If all of this sounds familiar, it’s because it’s the same argument the […]
If all of this sounds familiar, it’s because it’s the same argument the company used when it filed a similar complaint with the Government Accountability Office (GAO) last August. The GAO ruled against Oracle last month stating, “…the Defense Department’s decision to pursue a single-award approach to obtain these cloud services is consistent with applicable statutes (and regulations) because the agency reasonably determined that a single-award approach is in the government’s best interests for various reasons, including national security concerns, as the statute allows.”
That hasn’t stopped Oracle from trying one more time, this time filing suit in the United States Court of Federal Claims this week, alleging pretty much the same thing it did with the GAO, that the process was unfair and violated federal procurement law.
Oracle Senior Vice President Ken Glueck reiterated this point in a statement to TechCrunch. “The technology industry is innovating around next generation cloud at an unprecedented pace and JEDI as currently envisioned virtually assures DoD will be locked into legacy cloud for a decade or more. The single-award approach is contrary to well established procurement requirements and is out of sync with industry’s multi-cloud strategy, which promotes constant competition, fosters rapid innovation and lowers prices,” he said, echoing the language in the complaint.
The JEDI contract process is about determining the cloud strategy for the Department of Defense for the next decade, but it’s important to point out that even though it is framed as a 10-year contract, it has been designed with several opt-out points for DOD with an initial two-year option, two three-year options and a final two-year option, leaving open the possibility it might never go the full 10 years.
Oracle has complained for months that it believes the contract has been written to favor the industry leader, Amazon Web Services. Company co-CEO Safra Catz even complained directly to the president in April, before the RFP process even started. IBM filed a similar protest in October, citing many of the same arguments. Oracle’s federal court complaint filing cites the IBM complaint and language from other bidders including, Google (which has since withdrawn from the process) and Microsoft that supports their point that a multi-vendor solution would make more sense.
The Department of Justice, which represents the U.S. government in the complaint, declined to comment.
The DOD also indicated it wouldn’t comment on pending litigation, but in September spokesperson Heather Babb told TechCrunch that the contract RFP was not written to favor any vendor in advance. “The JEDI Cloud final RFP reflects the unique and critical needs of DOD, employing the best practices of competitive pricing and security. No vendors have been pre-selected,” she said at the time.
That hasn’t stopped Oracle from continually complaining about the process to whomever would listen. This time they have literally made a federal case out of it. The lawsuit is only the latest move by the company. It’s worth pointing out that the RFP process closed in October and a winner won’t be chosen until April. In other words, they appear to be assuming they will lose before the vendor selection process is even completed.
When Oracle filed a protest in August with the Government Accountability Office (GAO) that the Pentagon’s $10 billion JEDI RFP process was unfair, it probably had little chance of succeeding. Today, the GAO turned away the protest. The JEDI contract has been set up as a winner-take-all affair. With $10 billion on the table, there has […]
The JEDI contract has been set up as a winner-take-all affair. With $10 billion on the table, there has been much teeth-gnashing and complaining that the deck has been stacked to favor one vendor, Amazon. The Pentagon has firmly denied this, but it hasn’t stopped Oracle and IBM from complaining loudly from the get-go that there were problems with the way the RFP was set up.
At least with the Oracle complaint, the GAO put that idea firmly to rest today. For starters, the GAO made it clear that the winner-take-all approach was just fine, stating “…the Defense Department’s decision to pursue a single-award approach to obtain these cloud services is consistent with applicable statutes (and regulations) because the agency reasonably determined that a single-award approach is in the government’s best interests for various reasons, including national security concerns, as the statute allows.”
The statement went on to say that the GAO didn’t find that the Pentagon favored any vendor during the RFP period. “GAO’s decision also concludes that the Defense Department provided reasonable support for all of the solicitation provisions that Oracle contended exceeded the agency’s needs.” Finally, the GAO found no evidence of conflict of interest on the DOD’s part as Oracle had suggested.
Oracle has been unhappy since the start of this process, going so far as having co-CEO Safra Catz steer her complaints directly to the president in a meeting last April long before the RFP period had even opened.
The belief amongst the various other players, is that Amazon is in the driver’s seat for this bid, possibly because they delivered a $600 million cloud contract for the government in 2013, standing up a private cloud for the CIA. It was a big deal back in the day on a couple of levels. First of all, it was the first large-scale example of an intelligence agency using a public cloud provider. And of course the amount of money was pretty impressive for the time, not $10 billion impressive, but a nice contract.
Regardless, the RFP submission period ended last month. The Pentagon is expected to choose the vendor in April 2019, Oracle’s protest notwithstanding.
The Pentagon’s $10 billion JEDI cloud contract bidding process has drawn a lot of attention. Earlier this month, Google withdrew, claiming ethical considerations. Amazon’s Jeff Bezos responded in an interview at Wired25 that he thinks that it’s a mistake for big tech companies to turn their back on the U.S. military. Microsoft president Brad Smith agrees. […]
In a blog post today, he made clear that Microsoft intends to be a bidder in government/military contracts, even if some Microsoft employees have a problem with it. While acknowledging the ethical considerations of today’s most advanced technologies like artificial intelligence, and the ways they could be abused, he explicitly stated that Microsoft will continue to work with the government and the military.
“First, we believe in the strong defense of the United States and we want the people who defend it to have access to the nation’s best technology, including from Microsoft,” Smith wrote in the blog post.
To that end, the company wants to win that JEDI cloud contract, something it has acknowledged from the start, even while criticizing the winner-take-all nature of the deal. In the blog post, Smith cited the JEDI contract as an example of the company’s desire to work closely with the U.S. government.
“Recently Microsoft bid on an important defense project. It’s the DOD’s Joint Enterprise Defense Infrastructure cloud project – or “JEDI” – which will re-engineer the Defense Department’s end-to-end IT infrastructure, from the Pentagon to field-level support of the country’s servicemen and women. The contract has not been awarded but it’s an example of the kind of work we are committed to doing,” he wrote.
He went on, much like Bezos, to wrap his company’s philosophy in patriotic rhetoric, rather than about winning lucrative contracts. “We want the people of this country and especially the people who serve this country to know that we at Microsoft have their backs. They will have access to the best technology that we create,” Smith wrote.
Microsoft president Brad Smith. Photo: Riccardo Savi/Getty Images
Throughout the piece, Smith continued to walk a fine line between patriotic duty to support the U.S. military, while carefully conceding that there will be different opinions in a large and diverse company population (some of whom aren’t U.S. citizens). Ultimately, he believes that it’s critical that tech companies be included in the conversation when the government uses advanced technologies.
“But we can’t expect these new developments to be addressed wisely if the people in the tech sector who know the most about technology withdraw from the conversation,” Smith wrote.
Like Bezos, he made it clear that the company leadership is going to continue to pursue contracts like JEDI, whether it’s out of a sense of duty or economic practicality or a little of both — whether employees agree or not.
Some tech companies might have a problem taking money from the Department of Defense, but Amazon isn’t one of them, as CEO Jeff Bezos made clear today at the Wired25 conference. Just last week, Google pulled out of the running for the Pentagon’s $10 billion, 10-year JEDI cloud contract, but Bezos suggested that he was happy […]
Some tech companies might have a problem taking money from the Department of Defense, but Amazon isn’t one of them, as CEO Jeff Bezos made clear today at the Wired25 conference. Just last week, Google pulled out of the running for the Pentagon’s $10 billion, 10-year JEDI cloud contract, but Bezos suggested that he was happy to take the government’s money.
Bezos has been surprisingly quiet about the contract up until now, but his company has certainly attracted plenty of attention from the companies competing for the JEDI deal. Just last week IBM filed a formal protest with the Government Accountability Office claiming that the contract was stacked in favor one vendor. And while it didn’t name it directly, the clear implication was that company was the one owned by Bezos.
Last summer Oracle also filed a protest and also complained that they believed the government had set up the contract to favor Amazon, a charge spokesperson Heather Babb denied. “The JEDI Cloud final RFP reflects the unique and critical needs of DOD, employing the best practices of competitive pricing and security. No vendors have been pre-selected,” she said last month.
While competitors are clearly worried about Amazon, which has a substantial lead in the cloud infrastructure market, the company itself has kept quiet on the deal until now. Bezos set his company’s support in patriotic terms and one of leadership.
“Sometimes one of the jobs of the senior leadership team is to make the right decision, even when it’s unpopular. And if if big tech companies are going to turn their back on the US Department of Defense, this country is going to be in trouble,” he said.
“I know everyone is conflicted about the current politics in this country, but this country is a gem,” he added.
While Google tried to frame its decision as taking a principled stand against misuse of technology by the government, Bezos chose another tack, stating that all technology can be used for good or ill. “Technologies are always two-sided. You know there are ways they can be misused as well as used, and this isn’t new,” Bezos told Wired25.
He’s not wrong of course, but it’s hard not to look at the size of the contract and see it as purely a business decision on his part. Amazon is as hot for that $10 billion contract as any of its competitors. What’s different in this talk is that Bezos made it sound like a purely patriotic decision, rather than economic one.
The Pentagon’s JEDI contract could have a value of up to $10 billion with a maximum length of 10 years. The contract is framed as a two year deal with two three-year options and a final one for two years. The DOD can opt out before exercising any of the options.
Bidding for the contract closed last Friday. The DOD is expected to choose the winning vendor next April.
IBM announced yesterday that it has filed a formal protest with the U.S. Government Accountability Office over the structure of the Pentagon’s winner-take-all $10 billion, 10-year JEDI cloud contract. The protest came just a day before the bidding process is scheduled to close. As IBM put it in a blog post, they took issues with […]
IBM announced yesterday that it has filed a formal protest with the U.S. Government Accountability Office over the structure of the Pentagon’s winner-take-all $10 billion, 10-year JEDI cloud contract. The protest came just a day before the bidding process is scheduled to close. As IBM put it in a blog post, they took issues with the single vendor approach. They are certainly not alone.
Just about every vendor short of Amazon, which has remained mostly quiet, has been complaining about this strategy. IBM certainly faces a tough fight going up against Amazon and Microsoft.
IBM doesn’t disguise the fact that it thinks the contract has been written for Amazon to win and they believe the one-vendor approach simply doesn’t make sense. “No business in the world would build a cloud the way JEDI would and then lock in to it for a decade. JEDI turns its back on the preferences of Congress and the administration, is a bad use of taxpayer dollars and was written with just one company in mind.” IBM wrote in the blog post explaining why it was protesting the deal before a decision was made or the bidding was even closed.
For the record, DOD spokesperson Heather Babb told TechCrunch last month that the bidding is open and no vendor is favored. “The JEDI Cloud final RFP reflects the unique and critical needs of DOD, employing the best practices of competitive pricing and security. No vendors have been pre-selected,” she said.
Both IBM and Oracle have a problem with the one-vendor approach, especially one that locks in the government for a 10-year period. It’s worth pointing out that the contract actually is an initial two-year deal with two additional three year options and a final two year option. The DOD has left open the possibility this might not go the entire 10 years.
It’s also worth putting the contract in perspective. While 10 years and $10 billion is nothing to sneeze at, neither is it as market altering as it might appear, not when some are predicting the cloud will be $100 billion a year market very soon.
IBM uses the blog post as a kind of sales pitch as to why it’s a good choice, while at the same time pointing out the flaws in the single vendor approach and complaining that it’s geared toward a single unnamed vendor that we all know is Amazon.
The bidding process closes today, and unless something changes as a result of these protests, the winner will be selected next April
Just a day after Google decided to drop out of the Pentagon’s massive $10 billion, 10-year JEDI cloud contract bidding, Microsoft announced increased support services for government clients. In a long blog post, the company laid out its government focused cloud services. While today’s announcement is not directly related to JEDI per se, the timing […]
While today’s announcement is not directly related to JEDI per se, the timing is interesting just three days ahead of the October 12th deadline for submitting RFPs. Today’s announcement is about showing just how comprehensive the company’s government-specific cloud services are.
In a blog post, Microsoft corporate vice president for Azure, Julia White made it clear the company was focusing hard on the government business. “In the past six months we have added over 40 services and features to Azure Government, as well as publishing a new roadmap for the Azure Government regions providing ongoing transparency into our upcoming releases,” she wrote.
“Moving forward, we are simplifying our approach to regulatory compliance for federal agencies, so that our government customers can gain access to innovation more rapidly. In addition, we are adding new options for buying and onboarding cloud services to make it easier to move to the cloud. Finally, we are bringing an array of new hybrid and edge capabilities to government to ensure that government customers have full access to the technology of the intelligent edge and intelligent cloud era,” White added.
While much of the post was around the value proposition of Azure in general such as security, identity, artificial intelligence and edge data processing services, there were a slew of items aimed specifically at the government clients.
For starters, the company is increasing its FedRAMP compliance, a series of regulations designed to ensure vendors deliver cloud services securely to federal government customers. Specifically Microsoft is moving from FedRAMP moderate to high ratings on 50 services.
“By taking the broadest regulatory compliance approach in the industry, we’re making commercial innovation more accessible and easier for government to adopt,” White wrote.
In addition, Microsoft announced it’s expanding Azure Secret Regions, a solution designed specifically for dealing with highly classified information in the cloud. This one appears to take direct aim at JEDI. “We are making major progress in delivering this cloud designed to meet the regulatory and compliance requirements of the Department of Defense and the Intelligence Community. Today, we are announcing these newest regions will be available by the end of the first quarter of 2019. In addition, to meet the growing demand and requirements of the U.S. Government, we are confirming our intent to deliver Azure Government services to meet the highest classification requirements, with capabilities for handling Top Secret U.S. classified data,” White wrote.
The Pentagon is going to make one cloud vendor exceedingly happy when it chooses the winner of the $10 billion, ten-year enterprise cloud project dubbed the Joint Enterprise Defense Infrastructure (or JEDI for short). The contract is designed to establish the cloud technology strategy for the military over the next 10 years as it begins […]
The Pentagon is going to make one cloud vendor exceedingly happy when it chooses the winner of the $10 billion, ten-year enterprise cloud project dubbed the Joint Enterprise Defense Infrastructure (or JEDI for short). The contract is designed to establish the cloud technology strategy for the military over the next 10 years as it begins to take advantage of current trends like Internet of Things, artificial intelligence and big data.
Ten billion dollars spread out over ten years may not entirely alter a market that’s expected to reach $100 billion a year very soon, but it is substantial enough give a lesser vendor much greater visibility, and possibly deeper entree into other government and private sector business. The cloud companies certainly recognize that.
Photo: Glowimages/Getty Images
That could explain why they are tripping over themselves to change the contract dynamics, insisting, maybe rightly, that a multi-vendor approach would make more sense.
One look at the Request for Proposal (RFP) itself, which has dozens of documents outlining various criteria from security to training to the specification of the single award itself, shows the sheer complexity of this proposal. At the heart of it is a package of classified and unclassified infrastructure, platform and support services with other components around portability. Each of the main cloud vendors we’ll explore here offers these services. They are not unusual in themselves, but they do each bring a different set of skills and experiences to bear on a project like this.
It’s worth noting that it’s not just interested in technical chops, the DOD is also looking closely at pricing and has explicitly asked for specific discounts that would be applied to each component. The RFP process closes on October 12th and the winner is expected to be chosen next April.
Jeff Bezos, Chairman and founder of Amazon.com. Photo: Drew Angerer/Getty Images
Many of the other vendors worry that gives them a leg up on this deal. While five years is a long time, especially in technology terms, if anything, Amazon has tightened control of the market. Heck, most of the other players were just beginning to establish their cloud business in 2013. Amazon, which launched in 2006, has maturity the others lack and they are still innovating, introducing dozens of new features every year. That makes them difficult to compete with, but even the biggest player can be taken down with the right game plan.
If anyone can take Amazon on, it’s Microsoft. While they were somewhat late the cloud they have more than made up for it over the last several years. They are growing fast, yet are still far behind Amazon in terms of pure market share. Still, they have a lot to offer the Pentagon including a combination of Azure, their cloud platform and Office 365, the popular business suite that includes Word, PowerPoint, Excel and Outlook email. What’s more they have a fat contract with the DOD for $900 million, signed in 2016 for Windows and related hardware.
Microsoft CEO, Satya Nadella Photo: David Paul Morris/Bloomberg via Getty Images
Azure Stack is particularly well suited to a military scenario. It’s a private cloud you can stand up and have a mini private version of the Azure public cloud. It’s fully compatible with Azure’s public cloud in terms of APIs and tools. The company also has Azure Government Cloud, which is certified for use by many of the U.S. government’s branches, including DOD Level 5. Microsoft brings a lot of experience working inside large enterprises and government clients over the years, meaning it knows how to manage a large contract like this.
When we talk about the cloud, we tend to think of the Big Three. The third member of that group is Google. They have been working hard to establish their enterprise cloud business since 2015 when they brought in Diane Greene to reorganize the cloud unit and give them some enterprise cred. They still have a relatively small share of the market, but they are taking the long view, knowing that there is plenty of market left to conquer.
Head of Google Cloud, Diane Greene Photo: TechCrunch
They have taken an approach of open sourcing a lot of the tools they used in-house, then offering cloud versions of those same services, arguing that who knows better how to manage large-scale operations than they do. They have a point, and that could play well in a bid for this contract, but they also stepped away from an artificial intelligence contract with DOD called Project Maven when a group of their employees objected. It’s not clear if that would be held against them or not in the bidding process here.
IBM has been using its checkbook to build a broad platform of cloud services since 2013 when it bought Softlayer to give it infrastructure services, while adding software and development tools over the years, and emphasizing AI, big data, security, blockchain and other services. All the while, it has been trying to take full advantage of their artificial intelligence engine, Watson.
IBM Chairman, President and CEO Ginni Romett Photo: Ethan Miller/Getty Images
As one of the primary technology brands of the 20th century, the company has vast experience working with contracts of this scope and with large enterprise clients and governments. It’s not clear if this translates to its more recently developed cloud services, or if it has the cloud maturity of the others, especially Microsoft and Amazon. In that light, it would have its work cut out for it to win a contract like this.
That could be a smoke screen because the company was late to the cloud, took years to take it seriously as a concept, and barely registers today in terms of market share. What it does bring to the table is broad enterprise experience over decades and one of the most popular enterprise databases in the last 40 years.
Larry Ellison, chairman of Oracle. Photo: David Paul Morris/Bloomberg via Getty Images
Sometimes $10 billion isn’t as much as you think. It’s true that when you look at the bottom line number of the $10 billion Joint Enterprise Defense Infrastructure (JEDI) cloud contract, it’s easy to get lost in the sheer size of it, and the fact that it’s a one-vendor deal. The key thing to remember as […]
Sometimes $10 billion isn’t as much as you think.
It’s true that when you look at the bottom line number of the $10 billion Joint Enterprise Defense Infrastructure (JEDI) cloud contract, it’s easy to get lost in the sheer size of it, and the fact that it’s a one-vendor deal. The key thing to remember as you think about this deal is that while it’s obviously a really big number, it’s spread out over a long period of time and involves a huge and growing market.
It’s also important to remember that the Pentagon has given itself lots of out clauses in the way the contract is structured. This could be important for those who are worried about one vendor having too much power in a deal like this. “This is a two-year contract, with three option periods: one for three years, another for three years, and a final one for two years,” Heather Babb, Pentagon spokeswoman told TechCrunch.
The contract itself has been set up to define the department’s cloud strategy for the next decade. The thinking is that by establishing a relationship with a single vendor, it will improve security and simplify overall management of the system. It’s also part of a broader view of setting technology policy for the next decade and preparing the military for more modern requirements like Internet of Things and artificial intelligence applications.
Many vendors have publicly expressed unhappiness at the winner-take-all, single vendor approach, which they believe might be unfairly tilted toward market leader Amazon. Still, the DOD, which has stated that the process is open and fair, seems determined to take this path, much to the chagrin of most vendors, who believe that a multi-vendor strategy makes more sense.
John Dinsdale, chief analyst at Synergy Research Group, a firm that keeps close tabs on the cloud market, says it’s also important to keep the figure in perspective compared to the potential size of the overall market.
“The current worldwide market run rate is equivalent to approximately $60 billion per year and that will double in less than three years. So in very short order you’re going to see a market that is valued at greater than $100 billion per year – and is continuing to grow rapidly,” he said.
Put in those terms, $10 billion over a decade, while surely a significant figure, isn’t quite market altering if the market size numbers are right. “If the contract is truly worth $10 billion that is clearly a very big number. It would presumably be spread over many years which then puts it at only a very small share of the total market,” he said.
He also acknowledges that it would be a big feather in the cap of whichever company wins the business, and it could open the door for other business in the government and private sector. After all, if you can handle the DOD, chances are you can handle just about any business where a high level of security and governance would be required.
Final RFPs are now due on October 12th with a projected award date of April 2019, but even at $10 billion, an astronomical sum of money to be sure, it ultimately might not shift the market in the way you think.