Oracle, every mention

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every year anyone Marc Andreessen 18James Waters 12Benedict Evans 12Dylan Patel 11Steven Sinofsky 7Peter Levine 7Scott Weiss 5Frank Chen 5Scott Cooper 4Marc Benioff 4

Verbatim, from the transcripts: the passages where Oracle comes up

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Software in the Age of Agents | The a16z Show Jul 7, 2026 · 2 mentions

  • ▶ 0:17 Steven Sinofsky Larry Ellison at Oracle, he went on a rant about how enterprise software was so stupid because everybody customized it.
  • ▶ 19:51 Steven Sinofsky And, and you can't replace it in, back in the, um, in the late 19 nineties, who now is sort of the godfather of enterprise software, Larry Ellison at Oracle.

Marc Andreessen’s Worldview in 60 Minutes | Live on MTS May 11, 2026 · 1 mention

Box CEO on the AI Adoption Gap | The a16z Show Apr 8, 2026 · 1 mention

  • ▶ 44:44 Steven Sinofsky Blazing the trail, which was, like, the CRM business was like, was two billion a year, and it was two billion in, like, you had to go buy all these servers, and these oracle licenses, and this huge headache, and years of deployment, and…

AI Markets: Deep Dive with a16z's David George Feb 9, 2026 · 4 mentions

  • ▶ 32:07 David George And they've, you know, they've been profitable forever and reducing their shares forever. 4 times in the scene

Ben & Marc: Why Everything Is About to Get 10x Bigger Jan 15, 2026 · 2 mentions

  • ▶ 10:09 Packy McCormick I, I love the, the email that you sent to, to Ali at, at Databricks, Ben, where you talk about the fact that, you know, the business was underselling itself, he was underselling the business, and it was gonna be 10 times bigger than… 2 times in the scene

AI Eats the World: Benedict Evans on the Next Platform Shift Dec 12, 2025 · 4 mentions

  • ▶ 23:52 Benedict Evans That's basically Oracle or Google Docs. 3 times in the scene
  • ▶ 42:52 Benedict Evans So we deal with, with Nvidia, with, with, with Broadcom, with AMD, with Nvidia, with Oracle, and we'll, with petrodollars, um, because you're kind of scrambling to get from

Marc Andreessen & Amjad Masad on “Good Enough” AI, AGI, and the End of Coding Oct 23, 2025 · 1 mention

  • ▶ 1:04:44 Amjad Masad So, find a way through the network, privileged escalation, it was an oracle database that had a vulnerability, and then found the real database, and then I just,

Ben Horowitz and Ali Ghodsi: How to Run a $100 Billion Business Oct 15, 2025 · 1 mention

Sam Altman on Sora, Energy, and Building an AI Empire Oct 8, 2025 · 1 mention

  • ▶ 17:33 Erik Torenberg More broadly, you've, you know, in the last few weeks alone, you mentioned AMD, but also Oracle, Nvidia.

Anduril CEO: China Has Scale. Can America Catch Up? Sep 29, 2025 · 2 mentions

Software Finally Eats Services - Aaron Levie Sep 24, 2025 · 3 mentions

Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China Sep 22, 2025 · 21 mentions

  • ▶ 22:58 Dylan Patel So, uh, Microsoft, CoreWeave, Amazon, Google, and Oracle, right? 4 times in the scene
  • ▶ 58:07 Dylan Patel Everyone, like, like, was calling us out, like, no, you're wrong, because, and this was, like, when Amazon was, like, like, the best stock, and Microsoft really hadn't, like, started taking off yet, and, and nor had, like, all these other,…
  • ▶ 1:07:11 unnamed speaker Uh, in June, you guys said that Oracle is winning the AI compute market. 16 times in the scene

Dylan Patel on GPT-5’s Router Moment, GPUs vs TPUs, Monetization Aug 18, 2025 · 6 mentions

  • ▶ 14:38 Dylan Patel Um, you know, if you, if you just look at, like, again, just OpenAI and Anthropic and the compute that they have and are getting this year, uh, from Google and Amazon for Anthropic and from Microsoft, CoreWeave, Oracle, uh, for OpenAI, 30%… 2 times in the scene
  • ▶ 41:45 Dylan Patel Like anywhere and everywhere, people are trying to build power data centers, um, and companies like, like CoreWeave and Oracle are moving to the, actually today, Google just didn't bought eight percent of a crypto mining company, um,… 3 times in the scene
  • ▶ 1:03:50 Dylan Patel Azure is like losing a lot of share to Oracle and CoreWeave and Google, um, and so on and so forth, right?

How AI Will Impact Emergency Response: The Tech That Could Soon Save Your Life w/ Michael Chime Jun 27, 2025 · 1 mention

  • ▶ 3:22 Michael Chime It was, you know, that's Oracle, Salesforce, like only, only they could punch it that way because systems IT would block everything.

What Is an AI Agent? May 2, 2025 · 1 mention

  • ▶ 23:30 Matt Bornstein You're buying from a vendor something that solves a problem for you, which again, this is like what Microsoft, Oracle, Salesforce people have been doing forever, forever.

Building a $20B+ Open Source Business with MongoDB and Viam's Eliot Horowitz Dec 13, 2024 · 5 mentions

  • ▶ 0:34 Seema Amble It's 2007, but cloud's fairly new, most databases are on-prem, and Oracle is the 800 pound gorilla leading the market. 2 times in the scene
  • ▶ 5:59 Eliot Horowitz One is obviously the, the Oracle, right? 2 times in the scene
  • ▶ 18:52 Eliot Horowitz In 2012, 2013, no engineer coming out of school was really excited to go work on Oracle.

How to Build a Thriving AI Ecosystem with Lisa Su, CEO of AMD Oct 17, 2024 · 1 mention

Marc Andreessen on Inventing The Internet Browser (How We all Access the Internet) Jun 28, 2024 · 2 mentions

  • ▶ 34:12 Ben Horowitz The internet as we know it probably doesn't happen in that the kind of Microsoft alternative, the Oracle alternative, um, would have had an opportunity to gain a network effect.
  • ▶ 1:41:10 Marc Andreessen And then Oracle was the codename of a project that Larry Ellison had done for the government in the 19 seventies.

Redefining Partnership with Adam Neumann Dec 15, 2023 · 1 mention

a16z Podcast | How Technology Is Changing Investing Jan 2, 2019 · 1 mention

  • ▶ 9:31 Josh Levin We just had to vote on Oracle and, um, whether they should report on the gender pay gap in their company and what they're gonna do about it.

a16z Podcast | The Evolution of Payments Jan 2, 2019 · 2 mentions

  • ▶ 3:24 John Collison And, you know, there's so many large companies, the Oracles and the sales forces of the world, such that everything is now really dialed, and you can read all this expertise.
  • ▶ 6:13 John Collison In a way, this is what Oracle did, where you start out building databases, and then you just keep asking your customers, what are you using this database for?

a16z Podcast | The $200 PC in the Enterprise Jan 2, 2019 · 1 mention

  • ▶ 7:24 Benedict Evans So just, just to be clear, when you say, is that, when you say they might have a thousand, is it, that might be like 500 different things built on the same Oracle thing or something?

a16z Podcast | Monetizing Open Source (Or, All Enterprise Software) Jan 2, 2019 · 12 mentions

  • ▶ 2:16 James Waters If you look at IBM and Oracle, Microsoft, SAP, et cetera, what they get right in is a very basic thing is they understand how to cater to enterprises. 2 times in the scene
  • ▶ 4:09 James Waters So if you go back to enterprises being the source of the money, you know, Oracle didn't magically just exist one day. 2 times in the scene
  • ▶ 13:58 James Waters Larry Ellison famously did it with Larry Lennox.
  • ▶ 17:01 James Waters I'll use the word being high end, meaning that IBM and Oracle are
  • ▶ 20:31 James Waters And suddenly IBM and Oracle's earnings are missing every time.
  • ▶ 21:53 James Waters If you compare it to what IBM or Oracle or SAP or Microsoft or any of the megas, they still haven't caught that size of a trend. 2 times in the scene
  • ▶ 26:09 James Waters Like, if you look at our biggest buyers, they don't want to get into what Oracle is doing to them right now. 3 times in the scene

a16z Podcast | The Changing Culture of Open Source Jan 2, 2019 · 2 mentions

a16z Podcast | From Data Warehouses to Data Lakes Jan 2, 2019 · 2 mentions

  • ▶ 1:53 Gaurav Dhillon If you bought something, say, from Oracle, somebody in Redwood Shores, California, designed a way in which you balanced your books, and that's what you did. 2 times in the scene

a16z Podcast | All About Microservices Jan 2, 2019 · 2 mentions

  • ▶ 7:14 Adrian Cockcroft We had this enormous Oracle machine with a really complicated schema to a distributed, uh, NoSQL database in the end, based on lots of different Cassandra clusters. 2 times in the scene

a16z Podcast | It's Complicated Jan 2, 2019 · 1 mention

  • ▶ 12:47 Frank Chen Facebook or Netflix, and I would argue that the Wall Street banks build physics thinking into their data centers, which is you had these massive sun servers and EMC arrays and Oracle databases, and you paid attention to every single one of…

a16z Podcast | Not all Network Effects Are Created Equal Jan 2, 2019 · 1 mention

  • ▶ 25:18 Jenny Lee Oracle, IBM, Google, Yahoo, Adobe, Facebook, Microsoft, and Symantec.

a16z Podcast | Software Programs the World Jan 2, 2019 · 1 mention

  • ▶ 25:36 Marc Andreessen One of the consequences that will be interesting to watch play out is that historically enterprise software has, has been described as represented by companies like Oracle, SAP, IBM.

a16z Podcast | Startups and Pendulum Swings Through Ideas, Time, Fame, and Money Jan 2, 2019 · 3 mentions

  • ▶ 35:48 Marc Andreessen And then we would, you know, these giant companies, Oracle, and Sun, and Cisco, and, and so on, would, would, would build these great tools, and then would, would sell them to the customers, and the customer might be a consumer at home,… 3 times in the scene

a16z Podcast | Innovation vs. Invention at Google I/O Jan 2, 2019 · 1 mention

  • ▶ 14:41 Benedict Evans Um, and it is actually as, as Oracle is currently suing Google over exactly this question of whether Android is basically, basically Java.

a16z Podcast | Making the Most of the Data That Matters Jan 2, 2019 · 1 mention

  • ▶ 23:58 Steven Sinofsky Recognize that the CIOs in the room are dealing with a, a very, um, you know, real challenge and real opportunity, which is, I'm guessing, for most all the people in this room, their system of record is an on-prem, structured, sequel,…

a16z Podcast | What Software Developers (and Therefore Every Company) Need Jan 2, 2019 · 2 mentions

  • ▶ 6:56 Jeff Lawson Three years to install, and it was a big deal, and you bought all your software from Oracle and Microsoft and a few others, and in that world, you know, I like to call it high-stakes software, right? 2 times in the scene

a16z Podcast | What Comes After the Smartphone Jan 2, 2019 · 2 mentions

  • ▶ 14:21 Steven Sinofsky Like the mainframes were interesting, but really look at Oracle and the databases that got created. 2 times in the scene

a16z Podcast | Dell + EMC -- Why the Python Just Ate the Cow Jan 2, 2019 · 1 mention

  • ▶ 6:48 Peter Levine There was a time when Wall Street was the blueprint for the next-gen data center, and that was, you know, kind of Cisco and EMC and Oracle databases and Sun Microsystems servers, and that was kind of the blueprint, you know, five, 10, 15…

a16z Podcast | AMPLab, the Power of Open Source, and the Future of Systems Software Jan 2, 2019 · 4 mentions

  • ▶ 5:27 Peter Levine Enterprise and infrastructure software, system software, was traditionally done by folks, let's say, leaving Cisco or leaving Oracle and, 4 times in the scene

a16z Podcast | Talking Humans and Machines with NYT’s John Markoff Jan 2, 2019 · 1 mention

  • ▶ 11:47 John Markoff I had made that argument in my mind that these, the, you know, the arrival of the internet coupled with companies like SAP and PeopleSoft and Oracle and IBM who are re-engineering the white-collar clerk class inside, ah, corporations has…

a16z Podcast | Why Every Business is in the Data Business Jan 2, 2019 · 2 mentions

  • ▶ 4:31 Peter Levine It was EMC storage, an Oracle database, a Sun Microsystems server, and a Cisco switch.
  • ▶ 12:41 Ash Ashatosh Peter was pointing out you had EMC, Cisco, Oracle, and rest of the folks.

a16z Podcast | When Bio Meets Computer Science Jan 2, 2019 · 1 mention

  • ▶ 29:39 Marc Andreessen It's probably an initial outlay of twenty million dollars to get going, and you had to write big checks to these big companies like Sun and EMC and Cisco and Oracle to just get a website up and running.

a16z Podcast | Dealing with Corporate Dealmakers -- When to Talk to Corp Dev Jan 2, 2019 · 7 mentions

  • ▶ 3:27 Tyson Clark If you, if you look at, ah, the corporate development teams on the enterprise side, and so I'm, I'm talking about Oracle, and Cisco, and VMware, and those kind of companies, they tend to be more M&A execution focused, ah, and, and so you,…
  • ▶ 6:12 unnamed speaker Would you guys, um, when you guys were at Google, I mean, James, you're at Google and Tyson, you were at Oracle.
  • ▶ 10:37 James Loftus And so, you know, I think, you know, knowing the corporate development team at Google, knowing the corporate development team at Yahoo, probably very much so the corporate development team at Oracle, 2 times in the scene
  • ▶ 14:29 Sonal Chokshi And then for you guys coming out of Google, Yahoo, and Oracle, just as examples, um, how did you guys sort of address, like, how did you guys
  • ▶ 15:49 Tyson Clark Yeah, so, I mean, I, I say, you know, in terms of, so we, we, we did a number of strategic investments at Oracle, and, you know, I, I think the way, um, the mechanisms that we use to, to, to keep our competitors at bay with our, with the…
  • ▶ 20:03 James Loftus Because, like, each of the companies I've worked at, I know Oracle, a lot of the companies we've talked to, everyone has a, sometimes slightly, and sometimes, like, significantly different process.

a16z Podcast | Apple Gets Its Music Streaming and Gives News Another Try Jan 2, 2019 · 1 mention

a16z Podcast | Why SaaS Revenue is Worth More Than Traditional Software Sales Jan 2, 2019 · 1 mention

  • ▶ 19:32 Scott Cooper You know, when I look at kind of a lot of the big incumbent players out there, whether it's an Oracle or an SAP or others, and they're competing, you know, against, you know, market segments that NetSuite and others have, you know, how do…

a16z Podcast | Verizon Plus AOL -- Why? -- The Short Answer is Mobile Jan 2, 2019 · 1 mention

  • ▶ 10:00 Chris Dixon And I'm forgetting there's two, two other, uh, uh, Oracle bought one, right?

a16z Podcast | Getting Sales Right Jan 2, 2019 · 1 mention

  • ▶ 5:03 Daniel Shapero If Salesforce or Oracle or SuccessFactors basically slash prices by 70%, could they sell their products online?

a16z Podcast | Where the Growth in Cloud and Enterprise Software Really Is (with Marc Benioff) Jan 2, 2019 · 7 mentions

  • ▶ 2:53 Marc Benioff A lot of the things that were talked about then kind of have come to pass now, but in a radically different form, and I think that's kind of the nature of technology, is that you have to kind of be watching for kind of where things are…
  • ▶ 4:49 Marc Benioff Um, we had a, um, I was still at Oracle. 2 times in the scene
  • ▶ 24:20 Marc Andreessen That does help a fair amount in between your job at Oracle. 3 times in the scene
  • ▶ 33:28 Marc Benioff At Oracle, you know, we have the people, we have, but I couldn't get the throughput, but at Salesforce, we have the throughput.

a16z Podcast | What Makes the Valley Work Jan 2, 2019 · 2 mentions

  • ▶ 5:16 Marc Andreessen Um, and then that interfered with the mission that we always had, which is how do you build big, enduring, franchise, important, you know, our, our role models were always, you know, Microsoft and Oracle and Intel and Cisco and IBM and…
  • ▶ 27:22 Marc Andreessen It's just, it's, at this point, it's 40 or 50 years of history, and you just drive up and down one on one, and it's like, oh, there's Oracle, there's Intel, there's Cisco, there's, you know, Apple, and you just,

a16z Podcast | The (Definite) Optimism of Peter Thiel Jan 2, 2019 · 6 mentions

  • ▶ 36:38 Peter Thiel Old tech stocks, like Oracle, or IBM, or Microsoft, where you, um, you financially model them like government bonds, and the most important variable in evaluating them is the discount rate. 2 times in the scene
  • ▶ 37:43 Marc Andreessen Define a technology company, and then describe your view of some of the large incumbents like Microsoft and Oracle, and why you don't necessarily view them as technology companies. 4 times in the scene

a16z Podcast | Apple Takes on Payments and Your Wrist Jan 2, 2019 · 2 mentions

  • ▶ 30:57 Benedict Evans And yes, iOS A is full of cloud, and yes, there's all these really tightly integrated and very clever things that use the cloud to enable these devices, but, you know, the email is running on Oracle, the find my phone is running on… 2 times in the scene

a16z Podcast | The Consumerization of IT Jan 2, 2019 · 1 mention

a16z Podcast | The Micro and Macro of Mobile Jan 2, 2019 · 1 mention

  • ▶ 9:19 Benedict Evans Um, and I think to the point of, of, of, of the Apple IBM deal, um, you know, this is a story around, there's, there's a kind of, there's a, there's a wonky art narrative here, which is says, well, you know, it couldn't be HP cause HP…

a16z Podcast | Datacenter of the Future Jan 2, 2019 · 3 mentions

  • ▶ 1:20 Chris Dixon Can you kind of explain just, like, so in the old days, or whatever, five years ago, if you're, you would go as a company, and you would, you would rent space from Rackspace, or so, or whatever, some physical data center, you would install… 2 times in the scene
  • ▶ 9:52 Peter Levine and, you know, um, uh, disk drives from a PC and Microsoft software and Oracle data, that was the, that was quote-unquote commodity.

a16z Podcast | Bending Every Pixel to Your Will -- Optimizely and the Next Wave of Internet Tools Jan 2, 2019 · 5 mentions

  • ▶ 7:10 Scott Weiss Like, you walk into IBM or Oracle or any of those old companies, like, I don't, I think a designer walks in there and gets hives. 2 times in the scene
  • ▶ 8:58 Scott Weiss I remember implementing Oracle Financial and I had EDS at Ironport for like three months training everybody how to use it.
  • ▶ 17:39 Scott Weiss Like, I think the same consolidation that happened where IBM and Oracle and even Salesforce and others were buying these companies, 2 times in the scene

a16z Podcast | Valuing Today's Fast-Growing Software Companies Jan 2, 2019 · 5 mentions

  • ▶ 2:49 Scott Cooper Yeah, so maybe we just, maybe we should unpack it a little bit, because, uh, you know, for, for everybody, so maybe just a simple example, the way I think about it, right, so if you're Oracle, right, in a traditional model, you know, I go…
  • ▶ 8:06 Scott Cooper So again, if we kind of go back to maybe the simple example we started with, you know, that Oracle customer, you know, that customer is going to give us a bunch of license revenue upfront. 2 times in the scene
  • ▶ 23:08 Jamie McGurk I truly believe that it's more of a switch in the mindset because fundamentally, you know, the difference between, um, you know, whether it's an Oracle or, or, uh, or kind of one of the, the older perpetual license model, fundamentally… 2 times in the scene

Going to Market When No Market Exists Oct 26, 2018 · 1 mention

  • ▶ 16:47 Martin Casado In the past for enterprise sales motion, like, and I actually think the power and the moat of all the incumbents like IBM and Cisco and Oracle,

10 Years Too Early: On a Tech Career, Business, and Investing Aug 3, 2018 · 4 mentions

  • ▶ 1:04 unnamed speaker I went straight from that to Oracle, and most people don't know this because Oracle's famous for databases and application software, but Oracle tried to build Netflix in 1994, which is to say it tried to build a streaming service that… 3 times in the scene
  • ▶ 15:20 unnamed speaker The CIO buys your product at a million dollars, so I'm thinking Oracle, I'm thinking SAP, that, right, that, that era of company, and they basically declare it an industry standard, and they force everybody in their organization, whether…

Decrypting Crypto: From Bitcoin and Blockchain to ICOs Dec 9, 2017 · 2 mentions

  • ▶ 3:07 Alex Rampell And if, does anybody recognize this, this beautiful building with six, exactly, Oracle, thank you. 2 times in the scene

10 Year Futures (vs. What's Happening Now) Dec 5, 2017 · 2 mentions

The Promise of AI Jul 16, 2017 · 4 mentions

  • ▶ 0:38 Frank Chen So EF cod invented the term relational database working at IBM research in 1970, and then Oracle implemented a relational database in the late seventies and early eighties.
  • ▶ 38:54 Frank Chen When I was a product manager at Oracle a long time ago, Oracle had this product called Oracle Context, which would generate summaries based on text, and it had this genius demo where you could slide a slider bar, and the more you slid it,… 2 times in the scene
  • ▶ 38:54 Frank Chen When I was a product manager at Oracle a long time ago, Oracle had this product called Oracle Context, which would generate summaries based on text, and it had this genius demo where you could slide a slider bar, and the more you slid it,…
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