Oracle

includes Oracle Health, Oracle Cloud Infrastructure

7 statements across 4 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Aug 16, 2022 by Ben Gilbert · said 71 times in 16 episodes since 2021 · across every show →

Mentions by year, the whole family

brought up most by David Rosenthal (35), Ben Gilbert (34), Steve Ballmer (2)

tap a year for its mentions
00203405202120222023202420252026episodesmentions
035202120222023202420252026episodes it came up in
0052.5105202120222023202420252026episodesmentions per episode
2026 3 mentions in 2 episodes 2 per episode
2025 18 mentions in 3 episodes 6 per episode
2024 12 mentions in 5 episodes 2 per episode
2023 3 mentions in 1 episode
2022 34 mentions in 4 episodes 9 per episode
2021 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Oracle, oldest first

Aug 16, 2022 positive
Assertion Supported
Gilbert: Amazon quickly became Oracle's largest database instance ever by traffic
“One thing they did do right in the infrastructure though, because by the way, very quickly they became Oracle's largest ever instance by traffic. The Oracle people were like, oh my god, we can't help you. No one else is seeing this many reads or writes per sec…”
Ben Gilbert Aug 16, 2022 ▶ 1:24:28 Amazon.com · Acquired
Aug 16, 2022 neutral
Assertion Not publicly verifiable
Amazon chose Oracle because Sybase failed to return Shel Kaphan's calls
“It was a bake-off between two, and Shell basically was like, okay, cool, what database software am I going to procure? And the choices were Sybase and Oracle, and Sybase did not return Shell's call, and so he chose Oracle.”
Ben Gilbert Aug 16, 2022 ▶ 1:12:34 Amazon.com · Acquired
Sep 6, 2022
Assertion Supported
Rosenthal: Amazon did not finish migrating off Oracle until 2019
“Amazon.com did not finish their migration off of Oracle databases. And onto AWS products. Until 2019.”
David Rosenthal Sep 6, 2022 ▶ 1:51:09 Amazon Web Services · Acquired
Apr 21, 2025 neutral
Assertion Supported
Cerner merged 36 entities together before Oracle acquired it
“By the way, earlier when I said 24 different companies merged together to create Cerner, I forgot that this chart that I'm looking at predates when Cerner then bought Siemens. So then there's another 12 companies that had merged together to become Siemens that…”
Ben Gilbert Apr 21, 2025 ▶ 1:27:50 Epic Systems (MyChart) · Acquired
Apr 21, 2025 neutral
Assertion Supported
Oracle acquired healthcare software company Cerner for $28B in 2021
“December, 2021, as we've been alluding to, Cerner gets bought by Oracle for twenty eight billion dollars.”
David Rosenthal Apr 21, 2025 ▶ 2:46:37 Epic Systems (MyChart) · Acquired
Apr 21, 2025 negative
Opinion
Cerner is probably one of Oracle's worst acquisitions of all time
“You know, maybe it's too early to tell, but I think this is probably one of Oracle's worst acquisitions of all time.”
David Rosenthal Apr 21, 2025 ▶ 2:47:30 Epic Systems (MyChart) · Acquired
Mar 5, 2026 neutral
Assertion Supported
Oracle Attributed Its Massive Red Bull Sponsorship Entirely to 'Drive to Survive'
“Oracle's CMO said, I believe on an earnings call, that Drive to Survive was the reason that they decided to get into F-One and do the big Red Bull sponsorship.”
David Rosenthal Mar 5, 2026 ▶ 3:23:43 Formula 1: Fast cars, celebrities, and B2B software (Audio) · Acquired
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