Prediction Held up AI assessment confidence: 99% certainty 3/5 debate potential 2/5

O'Driscoll: OpenAI Will Buy Compute From Oracle If Cheaper Than Microsoft

Rory O’Driscoll · Opendoor CEO, Kaz Nejatian: OpenAI and Oracle, How Can Either Afford to Do This · 20VC with Harry Stebbings · Sep 18, 2025 · at 52:22

Rory O'Driscoll (General Partner at Scale Venture Partners) analyzes Oracle's cloud infrastructure deal with OpenAI amidst competition among major cloud providers.

0:00 / 0:12exact quote · 12.9s
▶ Watch the full episode on YouTube → 720p mp4 · rendered on demand · StarZero watermark
“Do I think the Oracle will book a fair amount of cloud compute from OpenAI? Absolutely. Maybe not three hundred billion, but if he's willing to provide it at a lower price than Microsoft, my guess is those fine people at OpenAI will take it.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

Made with StarZero

Turn any episode into a week of clips.

This entire site, over 1,200 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.