Oracle, every mention

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every year anyone Jason Calacanis 27Chamath Palihapitiya 15David Friedberg 13David Sacks 7Nikesh Arora 3Sarah Friar 2Chase Lochmiller 2Tareq Amin 1

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

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Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine Aug 29, 2026 · 3 mentions

The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence? Jul 24, 2026 · 1 mention

  • ▶ 21:51 David Friedberg The Apache Foundation set up the first HTTP server as an open source product rather than having to pay Netscape or Microsoft or Oracle for their server software

The Trillion-Dollar Industries AI Is Disrupting: Voice, Law & the End of the Billable Hour Jul 14, 2026 · 2 mentions

  • ▶ 31:17 Jason Calacanis The AI companies building the future run on Oracle Cloud Infrastructure, training and deploying at scale on one of the world's largest AI infrastructures. 2 times in the scene

Palo Alto Networks CEO: "AI Found 5 Years of Bugs in 6 Weeks" Jun 8, 2026 · 3 mentions

OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute Jun 2, 2026 · 2 mentions

  • ▶ 9:57 Sarah Friar Um, that will be, you know, sticking shovels in the ground on a one gigawatt data center, which is part of our Oracle complex.
  • ▶ 23:57 Sarah Friar Oracle, um, CoreWeave, um, Microsoft, GCP, AWS, and a bunch of small neo-scalers.

Anthropic's Digital God, Pope vs AI, Job Loss Narrative Flips, Open Source Crackdown Coming? May 29, 2026 · 1 mention

  • ▶ 24:29 Jason Calacanis It can also help people get their term paper in or do, you know, uh, be a better salesperson at, you know, Oracle.

OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze May 1, 2026 · 1 mention

The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026 Jan 25, 2026 · 3 mentions

Inside America’s AI Strategy: Infrastructure, Regulation, and Global Competition Jan 23, 2026 · 1 mention

OpenAI's Code Red, Sacks vs New York Times, New Poverty Line? Dec 6, 2025 · 3 mentions

  • ▶ 27:42 Jason Calacanis Thanks to our partners, Oracle, OKX, and the New York Stock Exchange for partnering with us on a very successful F-One weekend in Vegas, and we had a great lunch with Oracle. 2 times in the scene
  • ▶ 1:00:13 David Friedberg And in California, as you guys know, in the last couple of quarters, Tesla, Chevron, McKesson, Oracle, Charles Schwab, C.B.

Molly's Game Uncensored: Mob Threats, FBI Raid & 100M Pots... And Still Won Nov 26, 2025 · 2 mentions

Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth Nov 14, 2025 · 1 mention

  • ▶ 3:36 Jason Calacanis He was accusing also, he's got the Palantir short, but on the AI side, he was saying, hey, Meta and Oracle have been cooking the books with a hundred and seventy-six billion in hidden depreciation to inflate earnings by over 20% in…

Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option Nov 7, 2025 · 1 mention

  • ▶ 5:35 Jason Calacanis Microsoft, Nvidia, Oracle, Broadcom, CoreWeave, who all are the partners we're talking about,

Inside Saudi Arabia’s AI Ambition: Tareq Amin on Building a New Tech Superpower Nov 4, 2025 · 1 mention

NBA Gambling Scandal, Billionaire Tax, Tesla's Future, Amazon Robots, AWS Outage, Dangerous AI Bias Oct 24, 2025 · 3 mentions

Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally Oct 10, 2025 · 1 mention

  • ▶ 1:06:07 Jason Calacanis You know, and so many other companies, Oracle's obviously in the mix with their cloud, Google with their cloud, Gemini, uh, they have their own chips as well.

Charlie Kirk Murder, Assassination Culture in America, Jimmy Kimmel Suspended, Ellison Media Empire Sep 19, 2025 · 2 mentions

Trump Takes On the Fed, US-Intel Deal, Why Bankruptcies Are Up, OpenAI's Longevity Breakthrough Aug 29, 2025 · 3 mentions

Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller Jul 23, 2025 · 1 mention

White House BTS, Google buys Wiz, Treasury vs Fed, Space Rescue Mar 22, 2025 · 4 mentions

  • ▶ 33:06 Jason Calacanis If you don't know what Wiz is, just imagine you have cloud services like Microsoft's Azure, Amazon Web Services, Google's cloud, Oracle's cloud.
  • ▶ 36:29 Chamath Palihapitiya They could allocate a small amount of time and get that done if Oracle stepped up and said something.
  • ▶ 50:56 David Friedberg This has been the reason so many enterprise software companies over time from Oracle to Salesforce to Microsoft have been acquisitive and can make acquisitions very synergistic. 2 times in the scene

JD Vance's AI Speech, Techno-Optimists vs Doomers, Tariffs, AI Court Cases with Naval Ravikant Feb 15, 2025 · 3 mentions

  • ▶ 1:25:35 Chamath Palihapitiya I think that the problem, there's an example on the other side of this, which is that there's a company that provides technical support for Oracle, third party company, and Oracle has tried umpteen times to sue them into oblivion. 3 times in the scene

DOGE vs USAID, Crypto Framework, Google's $75B AI Spend, US Sovereign Wealth Fund, GLP-1s Feb 7, 2025 · 1 mention

Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back! Jan 25, 2025 · 2 mentions

Red-pilled Billionaires, LA Fire Update, Newsom's Price Caps, TikTok Ban, Jobless MBAs Jan 18, 2025 · 1 mention

  • ▶ 1:08:48 Jason Calacanis Google and Apple are going to be forced to remove TikTok from their app stores, and Oracle, TikTok's cloud provider, has to stop providing hosting services and cut ties, assuming ByteDance doesn't come up with a last minute deal.

OpenAI's $150B conversion, Meta's AR glasses, Blue-collar boom, Risk of nuclear war Sep 27, 2024 · 1 mention

Nikesh Arora | All-In Summit 2024 Sep 23, 2024 · 1 mention

  • ▶ 18:59 David Sacks Now in Cisco, Oracle, Salesforce, they've all kind of had this M&A playbook that they claim is part of their engine of success.

Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala Sep 20, 2024 · 2 mentions

  • ▶ 32:06 Chamath Palihapitiya But that was six hun, sorry, it was a billion dollars that NYC paid Oracle, six hundred million to build our course management portal. 2 times in the scene

Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax Apr 26, 2024 · 1 mention

E170: Tech's Vibe Shift, TikTok ban debate, Vertical AI boom, Florida bans lab-grown meat & more Mar 16, 2024 · 1 mention

  • ▶ 1:03:13 David Sacks For what it's worth, the company has said that they're willing to move all of their hosting in the U.S. to Oracle data centers in the U.S.

E167: Google's Woke AI disaster, Nvidia smashes earnings (again), Groq's LPU breakthrough & more Feb 23, 2024 · 3 mentions

  • ▶ 8:49 David Friedberg In the early days of the internet, a lot of people were buying Oracle servers, they were like 3000 bucks a server. 3 times in the scene

E161: US strikes Houthis, market instability, Q1 rate cuts in doubt, Carta's major mishap, DEI Jan 13, 2024 · 1 mention

  • ▶ 46:19 David Sacks You know, when we went from Oracle and Siebel to Salesforce.com, people would say, oh, this is going to finally change the business.

E160: 2024 Predictions! Markets, tech, politics, and more Jan 6, 2024 · 1 mention

  • ▶ 1:02:44 David Sacks And by the way, this is one of the reasons why Oracle made so much money is they did a roll up of all these old school on-prem software companies that weren't growing, but the maintenance fees were just rolling in forever.

E112: Is Davos a grift? Plus: globalist mishaps, debt ceilings, TikTok's endgame & more Jan 20, 2023 · 1 mention

E110: 2023 Bestie Predictions! Jan 6, 2023 · 1 mention

  • ▶ 38:30 Chamath Palihapitiya The decay in the quality of Google search as that much better than everybody else than I find it is to predict who will win, because I think that with enough time and money, Oracle, Microsoft, Google,

E108: Doxing debate, Nuclear fusion breakthrough, state of the markets & more Dec 16, 2022 · 1 mention

  • ▶ 1:14:51 David Friedberg And by the way, just look as an example at what Oracle did over the years, what Salesforce did over the years, what Google did.

E96: Adobe acquires Figma for $20B, TPB SPAC, FedEx CEO's recession warning, macro picture & more Sep 17, 2022 · 1 mention

  • ▶ 36:02 Chamath Palihapitiya And by the way, you see that you've seen that in other companies who've gone into this phase of their growth, Oracle being the best example, you know, they have consistently found ways to package, to bundle, to cross sell, to upsell, and…

E79: Analyzing the leaked draft overturning Roe v. Wade with Amy Howe and Tom Goldstein May 7, 2022 · 1 mention

  • ▶ 2:07 Chamath Palihapitiya And most recently he represented Google in a fair use copyright infringement case, Google versus Oracle, um, about the use of Java APIs.

E51: Supply Chain Shortages, Inflation, DeSantis, Ted Sarandos Netflix Memo, Cancel Culture, Fan Q&A Oct 16, 2021 · 1 mention

  • ▶ 22:29 David Friedberg Like Amazon, sorry, like Microsoft, Oracle, Google, where you are actually seeing an Apple, you're getting dividends, and you're getting share buybacks, where the cash is coming out of the business.

E32: Behind the scenes of Elon hosting SNL, CDC failures, America's real-time UBI experiment & more May 13, 2021 · 1 mention

  • ▶ 51:08 Jason Calacanis And instead of lowering taxes, and maybe trying to get Tesla, or Oracle, or other venture capital firms that have left, instead of doing that, what would be, what would be, what would, what could we do, David, with that seventy-five…

E23: Radical DAs, breaking down FB/Google vs. Australia, sustained fear post-vaccine & fan questions Feb 20, 2021 · 1 mention

  • ▶ 1:01:38 David Sacks Top down is like the Oracle sales guy who carries a bag and goes to meet with the CIO.

E20: Robinhood wrap up, Insiders vs. Outsiders, California's failing report card & how to fix it Feb 3, 2021 · 2 mentions

  • ▶ 33:00 Chamath Palihapitiya This is just a subset that have left California, Toyota, Charles Schwab, Tesla, and Oracle.
  • ▶ 59:54 Jason Calacanis You know, this is not just Elon Musk, or Larry Ellison and Oracle, it's also rank and file developers, and the developers don't need to be in the office.

E15: “The Besties” All-In’s inaugural award show covering the best, worst & most memorable of 2020 Dec 18, 2020 · 1 mention

  • ▶ 1:09:05 Jason Calacanis And then they just handed it off as like a gift to Oracle to make money and maybe be their server for them.

E8: TikTok + Oracle, how privacy loss will impact society, economy & COVID outlooks for 2021 Sep 19, 2020 · 2 mentions

  • ▶ 6:18 Jason Calacanis And Steve Muchen is attempting, uh, to push through a TikTok deal, uh, that'll enable retaining some Chinese ownership, um, and there's some sort of agreement now with Oracle.
  • ▶ 17:15 David Sacks But, um, but I, but I, but I, I do think this, this, this whole, um, sort of compromise solution with Larry Ellison and Oracle, that makes no sense to me.
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