Oracle, every mention
33 scenes, the whole family · ← back to Oracle
tap a year for its mentions
every year anyone Brad Gerstner 22Bill Gurley 20Jensen Huang 3Satya Nadella 2Rene Haas 1Gavin Baker 1Dylan Patel 1
Verbatim, from the transcripts: the passages where Oracle comes up
The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod
- ▶ 18:37 Gavin Baker In 30 days, we went from not being an AI hyperscaler to being number four, and we passed a lot of companies, including Oracle.
All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner · Bg2 Pod
- ▶ 12:06 Brad Gerstner 1.4 trillion over the next four or five years with, you know, big commitments, five hundred million to Nvidia, three hundred million to AMD and Oracle, two hundred fifty billion to Azure.
- ▶ 47:34 Brad Gerstner So there are a lot of new entrants, right, uh, in this race to build out compute Oracle, CoreWeave, Crusoe, et cetera.
AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 26:20 Bill Gurley Doesn't the Oracle one have to be contractual for it to be RPO?
NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 5:14 Jensen Huang The second is the OCI build out. 2 times in the scene
- ▶ 8:42 Brad Gerstner So one of the things I find mysterious, right, you know, you just mentioned Oracle, three hundred billion, Colossus, what they're building, we know what the sovereigns are building, we know what the hyperscalers are building, you know,…
- ▶ 27:09 Jensen Huang SQL processing at Oracle, mostly CPUs.
China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 36:43 Bill Gurley And we also talked in the past about how in the internet age, all the startups began with Oracle and Sun.
Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
- ▶ 19:49 Brad Gerstner So has Oracle.
- ▶ 1:05:09 Brad Gerstner Um, you know, and then you see companies like TSM and NVIDIA and Microsoft, Oracle, Booking.com, Uber Dash, they're at all time highs, but not withstanding the fact that they're at all time highs, you have Tesla down over 20% on the year,…
Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 · Bg2 Pod
- ▶ 23:17 Bill Gurley The KOTU team mapped out cloud revenue market share, and you have Oracle at five percent, Amazon, 44 because of the success of AWS, Google, 19, and Microsoft, 30. 4 times in the scene
AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 4:37 Brad Gerstner It's in collaboration with NVIDIA and OpenAI and Oracle.
Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- ▶ 1:06:09 Brad Gerstner Amazon, Andreessen, uh, Oracle, you know, et cetera. 2 times in the scene
- ▶ 1:07:02 Brad Gerstner You know, the algorithm and the data, so it makes sense that Oracle would be involved in that, because remember, TikTok runs on the Oracle Cloud, uh, down in Texas.
NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- ▶ 1:06:41 Brad Gerstner I think they're building these two huge campuses, data centers, one in Abilene, Texas, the other one in Denton, Texas, uh, one with Oracle, one with CoreWeave.
Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 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. 3 times in the scene
- ▶ 8:38 Brad Gerstner Our best perspective here is, like, we know that there was construction and work going on in Abilene last year with Oracle. 2 times in the scene
- ▶ 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, 3 times in the scene
- ▶ 25:15 Brad Gerstner Now you've got Oracle being a major player in the game because of Stargate.
- ▶ 32:51 Brad Gerstner OpenAI, Microsoft, Oracle, and yesterday's really earthquake level announcement out of the White House. 2 times in the scene
- ▶ 39:06 Rene Haas There's existing relationships with Oracle.
- ▶ 1:05:04 Brad Gerstner Um, so at the end of the day, remember the Oracle Cloud runs Project Texas, where, which is where TikTok US is run.
Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 14:46 Brad Gerstner So this first slide just shows the, the combined CapEx of Google, Meta, Amazon, Microsoft, Apple, and Oracle, both what they did in 2024, which you can see that huge step up in 2024.
AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 53:24 Bill Gurley When all of the venture-backed companies got started on the internet, they were all on Oracle and Sun. 2 times in the scene
- ▶ 1:13:00 Dylan Patel But then you're like, well, look at this offer from Oracle or from Microsoft or from Amazon or from CoreWeave or one of the 80 NeoClouds that exist.
Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 4:59 Satya Nadella I never believed it, because after all, I'd compete against Oracle and IBM in the servers, and I always felt like, look, it's just never going to be winner-take-all when it comes to infrastructure.
- ▶ 1:21:58 Satya Nadella Uh, and so was IBM, so was Oracle, and what have you, and I think that there may be a real place for, ah, and open source is a beautiful mechanism for that, right, which is when you have multiple entities coming together and so on, and…
BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America · Bg2 Pod
- ▶ 39:34 Brad Gerstner They would seed it with a very small amount of money that would be a rounding error to the federal government, but really be a four or one K from birth where companies have already raised their hands from Uber to Dell, Oracle to Nvidia,…
Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 24:33 Bill Gurley Every single one of them were running on Oracle and Sun. 2 times in the scene
Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 0:58 Brad Gerstner That there were four unbuilt nuclear reactors that are all already plotted on the site, and we have joked that NVIDIA and Microsoft and Oracle could come sponsor these reactors and that they could have a new type of public-private… 2 times in the scene
- ▶ 9:45 Bill Gurley If you go back maybe a year, I don't know that Oracle was really in this discussion from a spin standpoint, right, on scaling things out, and clearly they are now. 3 times in the scene
Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod
- ▶ 1:06:47 Brad Gerstner It leads us on the one hand with, you know, the proposal that I think, you know, president Trump had made toward the end of his term, um, and which I hear bantered about by lots of senators and house members, which is some sort of spin to… 2 times in the scene
Ep4. Tesla FSD 12, Imitation AI Models, Open vs Closed AI Models, Delaware vs Elon, & Market Update · Bg2 Pod
- ▶ 33:19 Bill Gurley CIOs at large companies, they used to be an IBM shop or an Oracle shop or a Microsoft shop.