Oracle, every mention
194 scenes, the whole family · ← back to Oracle
tap a year for its mentions
every year anyone Harry Stebbings 115Jason Lemkin 26Rory O'Driscoll 12Tomasz Tunguz 9Mike Hudack 6Marc Benioff 6Chad Peets 6Wasim Daher 5Matt Turck 4Brian Halligan 4
Verbatim, from the transcripts: the passages where Oracle comes up
How to Build Your Own Data Center & Why Every Startup Should Do It
- ▶ 12:36 Cliff Weitzman Uh, I think that a lot of the things that about a year ago, like we're going on between Oracle and open AI, like that was way too much.
NVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation
- ▶ 0:07 Rory O'Driscoll That sound you hear is the Google free cash flow and the Oracle free cash flow just disappearing down the drain.
- ▶ 7:26 Rory O'Driscoll That sound you hear is the Google free cash flow and the Oracle free cash flow just disappearing down the drain, man.
ClickHouse CEO: AI Margins Need to Improve | Revenue Concentration Should be a Concern
- ▶ 9:43 Aaron Katz But Mark had this bigger vision and he said, we're going after Siebel, SAP, Oracle, Microsoft.
Stripe's $8B OpenRouter Bet | Anthropic's First Profit & The Math Behind Reaching $600B in Revenue?
- ▶ 47:29 Jason Lemkin Like I used to make fun of how back in the day Salesforce hired Oracle executives because they took shots at Oracle, but you need folks to know how to scale. 2 times in the scene
Bloom Energy CEO: Why We Aren’t in an AI Capex Bubble | Energy Sovereignty & The Future of Power · 20VC with Harry Stebbings
- ▶ 45:20 Harry Stebbings Can I ask, you know, Oracle have an enormous deal with you. 4 times in the scene
DeepSeek Raises at $50B | The Rise of Open Source vs OpenAI & Anthropic | OpenAI Builds Own Chip · 20VC with Harry Stebbings
- ▶ 28:48 unnamed speaker And it's going to manifest itself in terms of 20% of you losing your jobs if you're one of the companies that wants to kind of go all in on CapEx for AI, like Oracle, right? 2 times in the scene
- ▶ 41:13 unnamed speaker Maybe the Oracle layoffs and others are just early views of where it's going and Robinhood, and everyone's just gonna have to say, listen, we have to fund this.
- ▶ 1:21:22 unnamed speaker You've got Oracle. 2 times in the scene
Flexport CEO: Two Questions Every Founder Needs to Ask · 20VC with Harry Stebbings
- ▶ 24:40 Ryan Petersen They're not spending five percent on any software, you know, maybe like at scale, like we, our, our price point is similar to what you would spend on Oracle or something. 2 times in the scene
SpaceX Launches Largest Ever IPO | OpenAI Files to Go Public | Uber Cuts 23% of HR · 20VC with Harry Stebbings
- ▶ 46:23 unnamed speaker The entropic sale force in five years will look like the Oracle sales force, the Microsoft sale force, and the IBM sale force, 50 years ago, because. 2 times in the scene
Anthropic Raises $45B but Falls Short on Compute & Thoma Bravo Hand Back Medallia Keys to Creditors · 20VC with Harry Stebbings
- ▶ 1:38 Harry Stebbings It's led to CoreWeave dropping and Oracle dropping, I think five and seven percent respectively.
- ▶ 28:02 unnamed speaker Microsoft, CoreWeaver, Oracle will actually, quote, have the compute.
OpenAI Buys TBPN & Their Management Team Reboot | Mercor Hack & Why Now is the Time for Cyber · 20VC with Harry Stebbings
- ▶ 1:06:39 unnamed speaker I mean, Oracle is still massive, right?
- ▶ 1:06:42 unnamed speaker I mean, I've never deployed Oracle, but I can only imagine how difficult it is to deploy Oracle database, right?
- ▶ 1:24:31 Harry Stebbings Oracle getting rid of 20 to 30,000 employees via a six a.m. email.
Anthropic vs The Pentagon: Who Wins? | The Data Center Arms Race | The Ultimate Stock Picks · 20VC with Harry Stebbings
- ▶ 0:13 Harry Stebbings This week, Anthropic sues the US government, Oracle and OpenAI end plans to expand flagship data center, Meta moves in to absorb the surplus AI data center capacity, CrowdStrike, they beat expectations but trade
- ▶ 15:53 Harry Stebbings One is Oracle and OpenAI and their plans to expand their flagship data center. 4 times in the scene
- ▶ 1:17:49 Rory O'Driscoll I mean, it is worth pointing out that all the big, one of the reasons I went with that was all the big pre-SaaS companies that had systems of record, Oracle, PeopleSoft, which rolled up into Oracle and SAP. 2 times in the scene
Mitchell Green: Why 50% of VCs Should Not Exist · 20VC with Harry Stebbings
- ▶ 16:54 Mitchell Green Oracle is a legacy software company.
- ▶ 23:05 Mitchell Green You would, like, I have a lot of respect for entrepreneurs like Larry Ellison, who effectively did a levered recap of Oracle.
The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
- ▶ 6:05 Jerry Murdock People couldn't afford to build websites with, uh, Sun, Sun servers and Oracle databases, which were expensive, but the lamp sack came out, which was Linux, Apache, web server, um, MySQL database and PHP front end development tool.
Anthropic's Super Bowl Ad: Who Won & Lost? | Sierra Hits $150M ARR: Is Customer Support Too Crowded? · 20VC with Harry Stebbings
- ▶ 8:17 Rory O'Driscoll A market we've been looking at a lot is all the consulting spend around systems integration, you know, SAP, Oracle, NetSuite.
a16z, Anish Acharya: Is SaaS Dead? Do Margins Still Matter? Why We Are Not in an AI Bubble? · 20VC with Harry Stebbings
- ▶ 7:16 Anish Acharya If you want to switch to Oracle, oh my god, that's like a multi-year high risk. 2 times in the scene
The SaaS Massacre: Public Market Collapse |Microsoft Lost $360B & NVIDIA’s $100B Dispute with OpenAI
- ▶ 14:45 Harry Stebbings If you go to very enterprise sticky revenue that SAP or Oracle have with some of the largest enterprises, have we got data to prove that enterprise sticky revenue of old is no longer that sticky? 2 times in the scene
- ▶ 57:45 Harry Stebbings If there is then suspicion on that hundred billion dollars, or that hundred billion dollars that we thought isn't there, there is such multiplier effects to OpenAI's continuing cash supply on Oracle, on the circular economy around them,…
Anthropic Inference Costs Skyrocket |TikTok Deal Closes |The IPO Market:Wealthfront & EquipmentShare · 20VC with Harry Stebbings
- ▶ 17:32 Jason Lemkin Oracle, which is also has infrastructure.
- ▶ 32:22 Rory O'Driscoll I always discard, not discard, I always apply, you know, a certain discount factor to what, you know, people running the large AI model companies say about demand because they're talking their book, and even the poor fools like Oracle who…
Elon Musk vs Sam Altman | The Implosion of Thinking Machines | Can VC Survive Public Pricing? · 20VC with Harry Stebbings
- ▶ 1:06:01 Rory O'Driscoll Um, in every database, like way back in the 2000, when, you know, Oracle is the relational database king, right?
Alex Rampell: The Best Founders Materialise Capital, Customers & Labour | The Future of Venture · 20VC with Harry Stebbings
- ▶ 2:08 Alex Rampell Millions of, like, you know, Apple and Oracle and all of these, these amazing names.
Predictions for 2026: Top Buy & Biggest Short | Why Salesforce Could Win & NVIDIA’s Challenges · 20VC with Harry Stebbings
- ▶ 1:00:35 unnamed speaker Wow, I gotta be careful, Leroy, for OpenAI, which obviously, I mean, Tomas had mentioned, you know, keeping an eye on the Oracle CDS, you know, swaps.
Will Cursor Kill Figma? Lightspeed Raises $9B & OpenAI’s $1B from Disney & #1 App in App Store · 20VC with Harry Stebbings
- ▶ 21:46 Harry Stebbings Listen, Oracle. 6 times in the scene
- ▶ 28:29 unnamed speaker It totally makes sense that the Entropic order, it's actually, it's similar to the OpenAI Oracle discussion. 2 times in the scene
- ▶ 1:08:20 Jason Calacanis But if all of that started in the beginning of the conversation of all that Oracle and core weave and nebius revenue all goes up, up in the sky, deep, far in the sky, that is a lot of money.
Eventbrite Sold for $500M, Databricks $5B Raise at $134B Valuation & Why SaaS is Like Japan · 20VC with Harry Stebbings
Anthropic Raises $30B from Microsoft & NVIDIA & NVIDIA’s Core Business Faces TPU Threat · 20VC with Harry Stebbings
- ▶ 20:20 unnamed speaker Oracle, you, your stock goes down.
- ▶ 1:18:40 Harry Stebbings Oracle down 40%.
Peter Thiel and Softbank Sell NVIDIA - Why? & Why VC Will Hit $1TRN and The Opening of Retail · 20VC with Harry Stebbings
- ▶ 40:34 Tomasz Tunguz So I'm looking at Oracle credit default swaps, you know, triple what Amazon and Microsoft and others are. 9 times in the scene
20Sales: Why You Need a CRO Pre-Product | Why Remote Sales Teams Do Not Work | How Snowflake Built a Sales Machine with Chad Peets
- ▶ 36:47 Chad Peets So not to pick on Oracle, but I'm going to pick on Oracle. 3 times in the scene
Is a $4.5BN Exit Enough in VC? & Harvey Raises $150M & Why Google is a Buy and Amazon is a Sell · 20VC with Harry Stebbings
- ▶ 45:11 Jason Lemkin You're behind Oracle. 4 times in the scene
OpenAI Restructuring: Who Wins and Who Loses & Mercor Raises $350M at a $10BN Valuation · 20VC with Harry Stebbings
- ▶ 9:52 Jason Lemkin The one micro thought I just thought was, it's very, you know, there's so, all the circular financing, who, who, Nvidia giving them money, AMD giving them 10% of the company, Oracle raising, uh, uh, uh, uh, an unprecedented amount of debt. 2 times in the scene
- ▶ 1:08:09 Harry Stebbings We can do Amazon Cloud Wars or Oracle Debt.
- ▶ 1:18:47 unnamed speaker Without frankly doing what Oracle I fear is doing, which is taking on a whole bunch of subpar economic transactions.
Sequoia Partner, David Cahn on Who Wins in AI, Defence & The New $0–$100M Playbook · 20VC with Harry Stebbings
- ▶ 23:42 David Cahn And then what happened later this year is Oracle obviously stepped up and took on a huge amount of the compute demand. 3 times in the scene
- ▶ 27:17 Harry Stebbings Oracle is one of the biggest players that we've seen enter the market, as you mentioned there. 3 times in the scene
Why VC Today is Worse than 2021 · 20VC with Harry Stebbings
- ▶ 41:40 Harry Stebbings Um, OpenAI have said that they will spend potentially more with Oracle than with Microsoft. 5 times in the scene
- ▶ 43:47 Harry Stebbings You said about economic rationality, and Oracle kind of stepping in and being that capital provider in a lot of ways. 6 times in the scene
Deel CEO, Alex Bouaziz on Raising $300M+ at a $17BN Valuation · 20VC with Harry Stebbings
- ▶ 40:04 Alex Bouaziz So the way we've done this is basically, and I think it's pretty similar to like a couple other big organization like Oracle and others, but it works really well for us.
20VC: The Startup Adding $1M ARR Every Week | Competing Against OpenAI's Codex and Claude Code: Who Wins | Why Gemini is Failing and GPT-5 Is Winning | Do Margins Matter in a World of AI | The Ugly Truth About AI Coding with Zach Lloyd, Warp
- ▶ 55:43 Zach Lloyd At Oracle being kind of successful, and I remember riding around with him.
OpenAI's Multi-Billion Deal with AMD & Polymarket, Vercel and Supabase Raise Mega Rounds · 20VC with Harry Stebbings
- ▶ 10:27 Jason Lemkin Even Oracle isn't making any money.
Are Burn Multiples BS in an AI World? & Sam Altman Needs $1TRN of Energy · 20VC with Harry Stebbings
- ▶ 51:02 Rory O'Driscoll If you start valuing oracle as if all that debt's going to be paid off and more.
Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN · 20VC with Harry Stebbings
- ▶ 1:24:47 Harry Stebbings How do you evaluate the meteoric reacceleration rise of Larry Ellison and Oracle?
The Impact of H1B Visas on Startups in the US & NVIDIA Invests $100BN Into OpenAI · 20VC with Harry Stebbings
- ▶ 1:25 Harry Stebbings Is this an infinite money printing machine where we have Nvidia invest in OpenAI, who commit three hundred billion to Oracle, who then buy more Nvidia chips?
- ▶ 11:20 unnamed speaker So an Oracle ain't blinking.
General Catalyst CEO, Hemant Taneja: Lessons Scaling GC to $40BN in AUM · 20VC with Harry Stebbings
- ▶ 40:09 Harry Stebbings And then you see his deal with Oracle where both of them are going to need to be levered up to the hills to be able to finance it on both of their sites.
Opendoor CEO, Kaz Nejatian: OpenAI and Oracle, How Can Either Afford to Do This · 20VC with Harry Stebbings
- ▶ 25:07 Harry Stebbings Uh, we're gonna go back to normal programming, baby, and I wanna start with Oracle and OpenAI. 18 times in the scene
- ▶ 35:46 unnamed speaker Altman, I mean, Oracle is becoming the richest man in the world because his stock's going up 37%. 4 times in the scene
- ▶ 52:11 Harry Stebbings We go, we go back to the Oracle and the OpenAI skeptics, and I'm like, fuck it, I'm not betting against him. 2 times in the scene
- ▶ 1:28:05 unnamed speaker This is my, I real, this is my least favorite metric, even worse than Google's margin, I mean, Oracle's margins on its, uh, cloud services.
BVP Partner, Byron Deeter: The Future of Venture - Why Chanel vs Walmart is BS · 20VC with Harry Stebbings
- ▶ 1:11:14 Byron Deeter I, I think they're gonna let market forces, you know, operate there again, and so there will be this buying imperative that rolls through the public markets, and companies like SAP and Oracle and IBM need to buy or they're gonna get…
Figma's 250% Pop - The Greatest IPO Mispricing Ever? Meta & Microsoft Blowout Quarters: Broken Down · 20VC with Harry Stebbings
- ▶ 1:00:45 Brian Halligan Microsoft, SAP, and how about Oracle? 4 times in the scene
- ▶ 1:01:39 unnamed speaker The starting thing in Oracle's particular case is how they've, you know, rightly or wrongly, I'll say, taken that free cash flow and invested it in, you know, GPUs and have now made themselves relevant in cloud, and provided that market…
Why Apple Needs a Management Overhaul & Why Google is Catching Up with Hyperscalers · 20VC with Harry Stebbings
- ▶ 45:11 unnamed speaker I actually, I think you're right, Jason, which is Oracle. 2 times in the scene
- ▶ 51:46 Jason Lemkin We have Oracle's all of a sudden competitive, right?
- ▶ 1:02:49 Jason Lemkin And, and Larry's doing the same, right at Oracle, give me a little time, right? 3 times in the scene
Figma’s IPO: The Full Breakdown & Why Melio’s $2.5BN Acquisition is “Discouraging” · 20VC with Harry Stebbings
- ▶ 0:20 Jason Lemkin I mean, if Oracle can get AI native by June 30th, and your portfolio, your startup can't, I mean, I'll smile, but I'd give up.
- ▶ 58:55 Jason Lemkin I mean, if Oracle, Oracle just closed a thirty billion dollar a year deal with, uh, open AI, right? 9 times in the scene
Navan Files to Go Public and Canva Pulls the Brakes: Why and What Happens? · 20VC with Harry Stebbings
- ▶ 48:38 unnamed speaker it's not crazy, Andrew, but when we talk about Oracle- 6 times in the scene
Chime IPO: Are IPOs Hotter Than Ever? · 20VC with Harry Stebbings
- ▶ 32:09 unnamed speaker The quote unquote competitor here is a combination of the card business from Annex and the accounts payable business from the accounts payable suite of SAP or Oracle.
Is DPI The Only Thing That Matters? with Sam Lessin, Jason Lemkin & Rory O’Driscoll · 20VC with Harry Stebbings
- ▶ 32:23 Jason Lemkin Do you think Salesforce or Oracle matter?
- ▶ 1:03:33 Rory O'Driscoll We got to take the new companies or the new functionality that sits on top of those apps, be it SAP, Salesforce, Oracle, et cetera.
Rippling vs. Deel Lawsuit: WTF Happens Now? The Future of the Late Stage Private Market · 20VC with Harry Stebbings
- ▶ 1:17:55 Rory O'Driscoll I mean, all you have to do is look at Oracle. 3 times in the scene
How LP Deployment to Venture Will Change in 2025 & Are Endowment Funds in Trouble? · 20VC with Harry Stebbings
- ▶ 8:11 Jason Lemkin Another thing that maybe people miss a little bit on M&A is, um, you don't have to, if, if OpenAI does buy Windsurf, you don't have to do the brutal Salesforce Oracle strategy and say it's us or nothing.
20VC: Foundation Models: Who Wins & Who Loses | How Economies and Labour Markets Need to Change in a World of AI | China vs the US in an AI Race: What You Need to Know | Rich Socher, Founder @ You.com
- ▶ 54:19 Richard Socher And indeed there was like, there is an Oracle now. 2 times in the scene
Fabien Pinckaers, CEO @Odoo: The Billionaire Founder Who Doesn’t Care About Money | E1259 · 20VC with Harry Stebbings
- ▶ 19:29 Fabien Pinckaers Oracle with NetSuite tried.
- ▶ 46:16 Fabien Pinckaers Oracle tries to do something, but it's all about SAP.
Sridhar Ramaswamy, CEO @Snowflake: Deepseek is Not a Threat to OpenAI & OpenAI Beats Anthropic|E1258 · 20VC with Harry Stebbings
- ▶ 25:16 Sridhar Ramaswamy Uh, Oracle has their data warehousing platform.
Marc Benioff, Salesforce Founder: Why Salesforce Isn't Hiring Software Engineers | E1236 · 20VC with Harry Stebbings
- ▶ 36:14 Marc Benioff Um, but in my heart, I just love this idea that, you know, you could build these things with tools, and when I went to work with Oracle in 86,
Zachary Bookman: Why Valuations and Fundraising are BS | E1235 · 20VC with Harry Stebbings
- ▶ 45:01 Zachary Bookman This, this was not just a sell it to Oracle cash out and buzz off after 12 months.
Mamoon Hamid: AI - Where Value Accrues, Startups vs Incumbents & Scaling Laws | E1217 · 20VC with Harry Stebbings
- ▶ 2:11 Mamoon Hamid Yeah, we have some very strong incumbents, Google, Microsoft, Amazon, Meta, Oracle, who can all spend hundreds of billions on these front end models.
Eiso Kant, CTO @Poolside: Raising $600M To Compete in the Race for AGI | E1211 · 20VC with Harry Stebbings
Mike Hudack: How Facebook, Monzo and Deliveroo Build Great Products | E1201 · 20VC with Harry Stebbings
- ▶ 40:23 Mike Hudack You know, Oracle makes, uh, Micros, the, the point of sale software in restaurants, and oh man, you know, Oracle will come into the meeting and, you know, drop a 500 page binder on the table and say, you know, it's a 100,000 dollars to… 4 times in the scene
- ▶ 40:23 Mike Hudack You know, Oracle makes, uh, Micros, the, the point of sale software in restaurants, and oh man, you know, Oracle will come into the meeting and, you know, drop a 500 page binder on the table and say, you know, it's a 100,000 dollars to… 2 times in the scene
Chad Peets: Why Most Sales Reps Underperform & Remote Reps Ignore Development | E1193 · 20VC with Harry Stebbings
- ▶ 36:28 Chad Peets So not to pick on Oracle, but I'm going to pick on Oracle. 3 times in the scene
Aman Narang: 5 Lessons Scaling Toast to $14BN Market Cap | E1192 · 20VC with Harry Stebbings
- ▶ 3:07 Aman Narang And, um, after Indeca was bought by Oracle, um, Steve and John, Steve 3 times in the scene
Saam Motamedi: Why Series B Won’t Make Money & Why $1M ARR is a BS Milestone for Series A | E1177 · 20VC with Harry Stebbings
- ▶ 17:58 Saam Motamedi So here, you know, I would think about the shift from on-prem and, and sort of Oracle Siebel to cloud-based, SaaS-based, and now we may see a new shift in delivery, which I would argue is mainly going to be on pricing, which is, it's seat,…
Tom Blomfield: Do the Best All Raise Pre-Demo Day & YC's Fundraising Advice to Startups | E 1152 · 20VC with Harry Stebbings
- ▶ 49:23 Tom Blomfield It's working in construction, in construction, figuring out how Procore works, or, um, you know, how the Salesforce CRM works, or some Oracle database.
Larry Shurtz: How to Hire, Train & Retain the Best Vertical Teams | E1151 · 20VC with Harry Stebbings
- ▶ 16:44 Larry Shurtz You know that I've worked at, you know, PTC, Hyperion, Oracle, Salesforce, Confluent, now Genesis, and if I was you and, and I was interviewing, I'd be like, what culture did you really prefer and why?
- ▶ 58:40 Larry Shurtz I was blessed to have the same boss for a period of time when I came into Oracle all the way into Salesforce, um, who had a remarkable ability to hear things that weren't going the way the teams anticipated, and you'd leave that meeting…
Mark Suster: Why Private Equity Will Replace IPOs and M&A as the Exit Path | E1147 · 20VC with Harry Stebbings
- ▶ 36:06 Mark Suster By 2009, the cost of launching a startup went from five million dollars for infrastructure, for Sun servers, for Unix, for Oracle databases, for web hosting, went from five million dollars down to 500,000.
Kevin Ryan: Are the Best CEOs the Best Fundraisers & Why Ownership Should Not Be a Focus in VC|E1138 · 20VC with Harry Stebbings
- ▶ 29:55 Kevin Ryan We knew Oracle was too expensive, and we knew that a non-relational database was a good idea.
Brendon Cassidy: Why You Should Never Hire Someone You Do Not Know in Your First Five Hires | E1124 · 20VC with Harry Stebbings
- ▶ 23:19 Brendon Cassidy There's no comps there for like Salesforce or Oracle or Adobe or whatever, right?
Peter Wagner: 27 Years of Investing Lessons of Picking Founders, Price Discipline & Reserve | E1123 · 20VC with Harry Stebbings
- ▶ 20:01 Peter Wagner Like, if I think of the Snowflake guys, you know, uh, you know, Benoit and Terry, the two principal founders, they had worked in the belly of the beast for, like, decades, uh, over at Oracle. 2 times in the scene
- ▶ 22:30 Peter Wagner Uh, but, uh, we also had, you know, an architecture and a set of capabilities that were going to unlock value that was going to be really hard for a Teradata or an Oracle, uh, to do.
Frank Quattrone: Lessons from 650 M&A Deals Worth Over $1TRN & Taking Amazon and Cisco Public| E1121 · 20VC with Harry Stebbings
- ▶ 27:25 Frank Quattrone So meet with the Googles and Amazons and, uh, Microsofts and ServiceNow and whoever, Oracles and SAPs. 2 times in the scene
- ▶ 1:03:54 Frank Quattrone When cloud came, it was no longer Oracle and SAP.
Steve Goldberg: Core Questions All CFOs Ask Today When Buying | E1094 · 20VC with Harry Stebbings
- ▶ 54:13 Steve Goldberg Cause you think about our market, you can say, well, at that point, Siebel and Oracle were the big, PeopleSoft, SAP, Microsoft, you know, they, they were the, they, no one even knew about Salesforce.
Sanjit Biswas: Samsara's $18BN Market Cap & $1BN in ARR in 8 Years | E1092 · 20VC with Harry Stebbings
- ▶ 58:32 Sanjit Biswas You've got Amazon and Microsoft and Google and now Oracle.
Ed Sim: Why Seed Has Never Been More Competitive & Why Pricing Has Never Been Higher | E1076 · 20VC with Harry Stebbings
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