Oracle, every mention

16 scenes (2025), the whole family · ← back to Oracle

mentionsepisodesper episode tap a year for its mentions

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

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▶ 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

▶ 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,

▶ 44:42 Sarah Wang We are Oracle in the cloud and we will be worth 10 X what Oracle is.

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

▶ 45:16 Marc Andreessen Or you guys saw Oracle earlier this week. 2 times in the scene

▶ 48:28 Steven Sinofsky Yeah, it was, don't build a SQL server, and compete with Oracle directly, and don't build a word processor.
▶ 58:28 Martin Casado Oracle is making some kind of crazy moves. 2 times in the scene

▶ 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

▶ 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?

▶ 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.

▶ 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.

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