Oracle, every mention
34 scenes (2022), the whole family · ← back to Oracle
tap a year for its mentions
every year 2022 anyone David Rosenthal 35Ben Gilbert 34Steve Ballmer 2
Verbatim, from the transcripts: the passages where Oracle comes up
Holiday Special 2022 · Acquired
- ▶ 13:28 Ben Gilbert We have not done the Google IPO, Apple, Google, Oracle.
Amazon Web Services · Acquired
- ▶ 16:48 Ben Gilbert It was the same business model that IBM had forever and Oracle has, or had forever, where you get this highly bundled hardware, software platform that you would use to run your applications, and they would make 80% gross margins on these…
- ▶ 17:35 Ben Gilbert Captured by, say, a deck or an Oracle or an IBM.
- ▶ 1:20:13 David Rosenthal Could you imagine back in 2006, let alone even probably today, Oracle or Microsoft or IBM or HP or you name it.
- ▶ 1:33:21 David Rosenthal And Microsoft, let's put Google to the side for a minute, but IBM, you know, Oracle, all these legacy technology companies, why are they asleep at the wheel here?
- ▶ 1:33:51 Ben Gilbert So the IBMs and Oracle on the database side that made these ridiculous gross margins and they sold you this complete proprietary solution.
- ▶ 1:34:21 Ben Gilbert Amazon has this ability to literally meter your usage and then charge you exactly what you need to be charged, whereas this old model of buying a bunch of Oracle licenses and deploying them on the servers in your data center, you just get…
- ▶ 1:35:33 David Rosenthal So here's another thing, though, you mentioned, call it the Oracles, the IBMs, whoever, they'd come install this software on computers for you or in their data centers, call it private cloud, whatever.
- ▶ 1:36:27 Ben Gilbert Okay, so that's super old guard, the IBMs and Oracles, which is very funny when you watch all these keynotes.
- ▶ 1:36:39 Ben Gilbert They used to onstage refer to IBM and Oracle in a tongue-in-cheek way.
- ▶ 1:36:43 Ben Gilbert They would refer to like a New York company, and it would be like IBM's logo, but it would say like New York company, and like Oracle is, you know, they would go as far as to say like San Francisco company.
- ▶ 1:40:31 David Rosenthal We talked about Oracle and I want to come back to Oracle in a minute.
- ▶ 1:44:10 David Rosenthal So I want to rewind back to Oracle and talk about something, but one thing that really came up in the research and from talking to people and friends at AWS and Amazon, Amazon and AWS deserve so much credit for overcoming one of the…
- ▶ 1:45:45 Ben Gilbert They had to have poached a bunch of Oracle salespeople because the Amazon sales machine is a lot like the Oracle sales machine of old.
- ▶ 1:45:53 David Rosenthal Let's talk about Oracle.
- ▶ 1:45:54 David Rosenthal One of the things that I think to most people was to me before doing the research here is vastly underappreciated about AWS is, you know, people think about EC two and S three and it's like infrastructure as a service and compute storage…
- ▶ 1:46:33 David Rosenthal They have taken so much share from Oracle, and while it's all related, it's infrastructure.
- ▶ 1:47:24 Ben Gilbert Shift away from big red.
- ▶ 1:47:27 David Rosenthal Which is Oracle.
- ▶ 1:51:03 David Rosenthal Amazon.com used Oracle databases.
- ▶ 1:51:09 David Rosenthal Amazon.com did not finish their migration off of Oracle databases.
- ▶ 1:51:25 David Rosenthal It took that long for Amazon itself to migrate off of Oracle.
- ▶ 1:59:08 Ben Gilbert And then they start doing things like launching Amazon Aurora, which is a direct attack at Oracle and a proprietary database software that they own and control.
- ▶ 1:59:23 Ben Gilbert It's all these things that they used to attack Oracle for, and they're like, well look, now that we have all the customers, why don't we do some proprietary databases too, and we can generate more margins on those.
- ▶ 2:03:53 Ben Gilbert They're fighting Oracle.
- ▶ 2:03:57 Ben Gilbert It's, hey, take your Oracle-style data warehouse and basically do that in the cloud, rather than lots and lots of Snowflake customers never would have become Oracle customers.
- ▶ 2:15:18 David Rosenthal I mean, amazon.com took 13 years to offload off of Oracle onto AWS.
- ▶ 2:28:36 David Rosenthal It's the old Oracle business model all over again.
Amazon.com · Acquired
- ▶ 1:12:30 David Rosenthal I'm tempted to say Oracle.
- ▶ 1:12:32 Ben Gilbert Definitely Oracle.
- ▶ 1:12:41 Ben Gilbert And the choices were Sybase and Oracle, and Sybase did not return Shell's call, and so he chose Oracle.
- ▶ 1:24:28 Ben Gilbert 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.
- ▶ 1:24:35 Ben Gilbert The Oracle people were like,
The Playbook: Lessons from 200+ Company Stories · Acquired
- ▶ 14:47 Ben Gilbert That had Cisco, Oracle, Apple, these unbelievable venture returns, never before seen venture returns, and they were asking themselves, going, you know, my god, what if I got myself into, how are we ever going to top this?