Oracle, every mention
27 scenes · ← back to Oracle
tap a year for its mentions
every year anyone Benedict Evans 37Toni Cowan-Brown 5Bernadette Kevins 4Benedict Catton 1
Verbatim, from the transcripts: the passages where Oracle comes up
AI and SaaS
- ▶ 11:39 Benedict Evans Ironically, Oracle is back in the headlines for the first time in 25 years, because Oracle never made the jump to cloud, or, you know, never became relevant in the cloud. 2 times in the scene
How does OpenAI compete?
- ▶ 5:41 Benedict Evans Um, and, or you can say, well, we're going to be the best infralayer for that, which takes you back to, okay, why, how are you going to be the best infralayer than this, as opposed to AWS or GCP or indeed Microsoft, or perhaps Oracle, if…
The AI presentation
- ▶ 23:13 Benedict Evans So why didn't you, why didn't your customers just use Oracle? 3 times in the scene
- ▶ 26:11 Benedict Evans Um, 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 do it.
Looking for AI strategies
- ▶ 2:13 Benedict Evans To solve some problem inside big companies to unbundle something out of Excel, Salesforce, email, Oracle, um, whatever, um, solve some point solution.
Ai eats the world
- ▶ 23:22 Benedict Evans Some of it will be people will work out a way that they can do something, unbundle some task out of Salesforce and turn it into a new company, or unbundle some process out of Oracle, or out of Excel, or out of email and make it a new…
From SAAS software to Formula 1
- ▶ 8:57 Toni Cowan-Brown 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.
- ▶ 21:55 Toni Cowan-Brown It's absolutely incredible to see completely sponsored by Oracle.
- ▶ 22:35 Benedict Catton It's interesting that you mentioned, you mentioned Oracle, of course, Larry Ellison.
The AI summer
- ▶ 20:58 Toni Cowan-Brown Um, it's fascinating though, because you keep, you brought up Oracle a few times, and I was working on some projects with AWS, who happened to be the title sponsor of the Canadian GP, and Oracle and AWS both are clearly working on a… 3 times in the scene
Looking for AI use-cases
- ▶ 17:48 Benedict Evans So yes, you do have four or 500 different software applications, and the reason I mention this is that all of those are basically doing stuff you could do with X, some Excel, email, Salesforce, or Oracle, or PowerPoint. 2 times in the scene
Tiktok, Apple and Temu
- ▶ 14:25 Benedict Evans And there was this idea that it was going to be transferred to Oracle of all people.
What's your AI strategy?
- ▶ 4:32 Benedict Evans Does this just come from Google and Oracle and Salesforce versus
ChatGPT versus Google
- ▶ 15:00 Benedict Evans I mean, if it had said I made lots of money from Oracle, that would be wrong.
Generative search
- ▶ 11:22 Benedict Evans Or Oracle, or it's part of Siemens, or it's part of whatever the relevant company is and the companies are in this space.
Figma, unbundling and $20bn of antitrust
- ▶ 2:20 Benedict Evans But another whole piece of future work is how much do you unbundle Excel, Salesforce, email, um, Oracle, SAP?
The FTC's antitrust thesis
- ▶ 25:32 Benedict Evans You're going to ban Google, Facebook, Amazon, Amazon, Microsoft, Salesforce, Oracle, all these companies.
Are you a seal?
- ▶ 21:15 Benedict Evans Um, and then the sort of the same thing happens again when you move to PC and you have SAP and Oracle and you can run your company in a different way.
How to think about tech
- ▶ 25:22 Benedict Evans But then when you go to SAS, you have, again, an order of magnitude or more and more software, because instead of it being what's the capacity in the data center, and what's the deployment schedule, and what version of Oracle does it need,…
'Digital transformation' - beyond the silly slogan
- ▶ 2:06 Benedict Evans Slowly and in part over multi-decade cycles to PCs and Windows and Client Server and Oracle and SAP. 5 times in the scene
- ▶ 34:41 Benedict Evans This thing called the government digital service, whose sort of purpose is to try and put front end and a unified strategy and roadmap on top of 40 years of 30 different departments buying their own IT and generally buying it from IBM or…
Shopify and digital transformation
- ▶ 5:22 Benedict Evans It was always kind of the other way around that the, 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…
- ▶ 7:14 Benedict Evans What it actually means is that in the second half of the eighties, first half of the nineties, all of these giant companies moved from mainframes and mini computers and IBM to Oracle and client server and windows and that whole at SAP and… 2 times in the scene
What comes next?
- ▶ 11:17 Benedict Evans And so in the eighties, all those companies went from mainframes to Oracle, or some of them did, you know, they all went to Oracle and Windows and PCs. 2 times in the scene
Slack, Salesforce and the future of work
- ▶ 12:40 Bernadette Kevins Salesforce back in the bubble had the idea before almost, before almost anyone else that software, business software could work on the web, and that it could be subscription instead of you buying this enormous thing, and it would run on…
- ▶ 27:29 Bernadette Kevins And Salesforce is the new Oracle. 3 times in the scene
The paradox of Apple
- ▶ 24:03 Benedict Evans It runs on SAP or Oracle. 7 times in the scene