Larry E or Larry D?

Larry Ellison has been sounding off on the subject of Cloud Computing again. He does - as is so often the case with Larry - have a point, of course. But it's his delivery that's striking in this example when he spoke at a Churchill Club event in San Francisco. Is it just me or does anyone else get a Larry David vibe here? Mind you, no-one could accuse Larry E of not curbing his enthusiasm for the Cloud....