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Oracle

5 statements across 5 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Dec 7, 2020 by Bernadette Kevins · said 47 times in 21 episodes since 2020 · across every show →

Mentions by year

brought up most by Benedict Evans (37), Toni Cowan-Brown (5), Bernadette Kevins (4), Benedict Catton (1)

tap a year for its mentions
00831562020202120222023202420252026episodesmentions
0362020202120222023202420252026episodes it came up in
002.53562020202120222023202420252026episodesmentions per episode
2026 2 mentions in 1 episode
2025 6 mentions in 3 episodes 2 per episode
2024 11 mentions in 6 episodes 2 per episode
2023 2 mentions in 2 episodes 1 per episode
2022 3 mentions in 3 episodes 1 per episode
2021 10 mentions in 3 episodes 3 per episode
2020 13 mentions in 3 episodes 4 per episode

every mention, scene by scene, with the transcript →

Everything said about Oracle, oldest first

Dec 7, 2020 negative
Opinion
Kevins: Google is the new Microsoft and Salesforce is the new Oracle
“Google has become the new Microsoft. I think that's pretty obvious to everyone. Google is the new Microsoft. And Salesforce is the new Oracle.”
Bernadette Kevins Dec 7, 2020 ▶ 27:22 Slack, Salesforce and the future of work
Feb 21, 2021 neutral
Insight
Evans: Small companies have better tech than enterprises burdened by legacy ERPs
“The small company always had better tech than the big company since about like 1985 or 1990, because the big company is sitting on, you know, 2030 year accretion of Oracle and SAP and all kinds of ERP's tools and big databases and, you know, this sort of spagh…”
Benedict Evans Feb 21, 2021 ▶ 5:22 Shopify and digital transformation
Oct 11, 2024 positive
Assertion Supported
Catton-Brown: Formula 1 has more tech sponsorship than ever before
“F-one today is more tech than it ever has been. And you look at the sponsors, it's the likes of Juniper, it's the likes of Salesforce, AWS, Oracle, like every other sponsor is a giant tech sponsor.”
Toni Cowan-Brown Oct 11, 2024 ▶ 8:50 From SAAS software to Formula 1
Nov 16, 2025 neutral
Assertion Supported
Evans: Big Tech funds AI capex out of cash flow, unlike OpenAI
“Microsoft, Google, Amazon, and Meta are funding it out of cash flow, Meta less so than the others, whereas OpenAI has to do these innovative funding structures because it has no cash flow, and Oracle is basically going to borrow a hundred percent of revenue to…”
Benedict Evans Nov 16, 2025 ▶ 25:55 The AI presentation
Feb 23, 2026 neutral
Assertion Partly supported
Evans: Oracle raised $50 billion in bonds this year for cloud
“Borrowed a lot, an enormous amount of money, fifty billion dollars of bonds this year to capital raising this year.”
Benedict Evans Feb 23, 2026 ▶ 11:56 AI and SaaS
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