Oracle
includes Oracle Cloud Infrastructure, Oracle General Ledger
4 statements across 4 episodes · 2 bullish · 2 bearish · 4 people on the record · first statement Sep 19, 2020 by David Sacks · said 70 times in 43 episodes since 2020 · across every show →
Mentions by year, the whole family
brought up most by Jason Calacanis (27), Chamath Palihapitiya (15), David Friedberg (13), David Sacks (7), Nikesh Arora (3), Sarah Friar (2), Chase Lochmiller (2), Tareq Amin (1)
tap a year for its mentions
2026 17 mentions in 9 episodes 2 per episode
- Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine
- Palo Alto Networks CEO: "AI Found 5 Years of Bugs in 6 Weeks"
- The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
- The Trillion-Dollar Industries AI Is Disrupting: Voice, Law & the End of the Billable Hour
- OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
- The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
- Anthropic's Digital God, Pope vs AI, Job Loss Narrative Flips, Open Source Crackdown Coming?
- OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
- 1 more episode that year, every mention in 2026 →
2025 29 mentions in 15 episodes 2 per episode
- White House BTS, Google buys Wiz, Treasury vs Fed, Space Rescue
- OpenAI's Code Red, Sacks vs New York Times, New Poverty Line?
- NBA Gambling Scandal, Billionaire Tax, Tesla's Future, Amazon Robots, AWS Outage, Dangerous AI Bias
- Trump Takes On the Fed, US-Intel Deal, Why Bankruptcies Are Up, OpenAI's Longevity Breakthrough
- JD Vance's AI Speech, Techno-Optimists vs Doomers, Tariffs, AI Court Cases with Naval Ravikant
- Molly's Game Uncensored: Mob Threats, FBI Raid & 100M Pots... And Still Won
- Charlie Kirk Murder, Assassination Culture in America, Jimmy Kimmel Suspended, Ellison Media Empire
- Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back!
- 7 more episodes that year, every mention in 2025 →
2024 11 mentions in 8 episodes 1 per episode
- E167: Google's Woke AI disaster, Nvidia smashes earnings (again), Groq's LPU breakthrough & more
- Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala
- OpenAI's $150B conversion, Meta's AR glasses, Blue-collar boom, Risk of nuclear war
- Nikesh Arora | All-In Summit 2024
- Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax
- E170: Tech's Vibe Shift, TikTok ban debate, Vertical AI boom, Florida bans lab-grown meat & more
- E161: US strikes Houthis, market instability, Q1 rate cuts in doubt, Carta's major mishap, DEI
- E160: 2024 Predictions! Markets, tech, politics, and more
- every mention in 2024, scene by scene →
2023 2 mentions in 2 episodes 1 per episode
2022 3 mentions in 3 episodes 1 per episode
- E108: Doxing debate, Nuclear fusion breakthrough, state of the markets & more
- E96: Adobe acquires Figma for $20B, TPB SPAC, FedEx CEO's recession warning, macro picture & more
- E79: Analyzing the leaked draft overturning Roe v. Wade with Amy Howe and Tom Goldstein
- every mention in 2022, scene by scene →
2021 5 mentions in 4 episodes 1 per episode
- E20: Robinhood wrap up, Insiders vs. Outsiders, California's failing report card & how to fix it
- E51: Supply Chain Shortages, Inflation, DeSantis, Ted Sarandos Netflix Memo, Cancel Culture, Fan Q&A
- E32: Behind the scenes of Elon hosting SNL, CDC failures, America's real-time UBI experiment & more
- E23: Radical DAs, breaking down FB/Google vs. Australia, sustained fear post-vaccine & fan questions
- every mention in 2021, scene by scene →
Everything said about Oracle, oldest first
Sep 19, 2020 bearish
Jan 25, 2026 positive
Lockmiller: Crusoe secured a 15-year Oracle off-take agreement in Texas
“We have a long-term lease agreement with Oracle. Right, so we have a long-term, you know, fifteen-year off-take agreement with Oracle and so they're committed to sort of paying us for that, you know, time frame. So that helped unlock a lot of the construction …”
Jun 2, 2026 positive
OpenAI breaks ground on a 1-gigawatt data center in Michigan
“Sam right now is in Saline, Michigan. He's gonna be cutting the ribbon in about two hours, so you are getting a sneak preview, but they told me it was okay to say it in the room. That will be, you know, sticking shovels in the ground on a one gigawatt data cen…”
Aug 29, 2026 bearish
Chamath: Vertical SaaS Is Easily Replicated Workflows, Not Moats
“I don't think vertical SaaS has a system of record. I don't think that's what they do. I think they're workflows. This is the key point where these horizontal monolithic companies like Salesforce are just unique. Workday, Oracle with respect to their GL. It's …”