Larry Ellison, every mention

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every year anyone Brad Gerstner 15Bill Gurley 3Rene Haas 1Jensen Huang 1

Verbatim, from the transcripts: the passages where Larry Ellison comes up

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NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod Sep 26, 2025 · 1 mention

  • ▶ 8:34 Jensen Huang And all of, and Satya knows it, and Larry knows it, and everybody, everybody's aware of what's going on, and everybody's very supportive of it.

Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod Jul 10, 2025 · 1 mention

  • ▶ 1:03 Brad Gerstner I think you own, uh, you know, like, like Larry Ellison, you own a lot of the business, maybe half of the business, and it's one of the largest builders of AI servers on the planet.

Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Jan 23, 2025 · 15 mentions

  • ▶ 1:22 Brad Gerstner I have to say, even for those of us who are fascinated by the back and forth in Silicon Valley, Bill, the back and forth this morning among perhaps the most seminal figures in Silicon Valley, you know, Elon, Larry Ellison, Satya Nadella,… 2 times in the scene
  • ▶ 3:11 Bill Gurley And then, you know, this door opens, and Trump comes in, and then Massasan representing SoftBank, Larry Ellison representing Oracle, and SAM representing OpenAI.
  • ▶ 7:16 Brad Gerstner Larry said at the press conference,
  • ▶ 20:03 Bill Gurley And then for, for Larry Ellison and Oracle, you know, if you look at their relative to position as a hyperscaler, I think people think of Amazon and, and Google,
  • ▶ 35:10 Rene Haas Uh, and I think this all came together with a confluence of, um, ambitious partners like Sam, ambitious partners like Larry Ellison and Oracle,
  • ▶ 44:47 Brad Gerstner Clearly, the people around the table, Larry Ellison, you, Massa, et cetera, understood that vibe shift occurring in the White House. 5 times in the scene
  • ▶ 1:04:53 Brad Gerstner It was, it was pretty brilliant, and he said, hey, Larry, 4 times in the scene

Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Oct 13, 2024 · 1 mention

  • ▶ 27:50 Brad Gerstner And Larry Ellison apparently had, and he's like, you know, just, just because that dinner occurred and they ended up with a 100,000 H 100 don't necessarily, you know, connect the dots.

Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod Oct 13, 2024 · 1 mention

Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod Jun 22, 2024 · 1 mention

  • ▶ 1:55 Bill Gurley Like when I entered the industry years ago at agenda, the agenda conference, which Stuart Alsop ran, you know, Larry Ellison and Bill Gates and Scott McNeely would stay through the conference.
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