Oracle

includes Oracle Database

3 statements across 2 episodes · 2 bullish · 1 bearish · 2 people on the record · first statement Apr 4, 2022 by Steve Papa · said 32 times in 16 episodes since 2019 · across every show →

Mentions by year, the whole family

brought up most by Steve Papa (10), Ted Seides (4), Drew Dickson (4), Jim Falbe (2), Bob Oros (2), Sean O'Sullivan (1), Savneet Singh (1), Rajiv Jain (1)

mentionsepisodesper episode tap a year for its mentions

2026 3 mentions in 3 episodes 1 per episode

Moat Investing Nuances – Pat Dorsey (EP.509) Jul 6, 2026 · 1 mention · from 12:52
Contrarian Quality at GQG Partners – Rajiv Jain (EP.505) Jun 8, 2026 · 1 mention · from 26:53
Operator-Led Private Equity at Ethos - Erik Brooks (EP.504) Jun 1, 2026 · 1 mention · from 21:35
every mention in 2026, scene by scene →

2025 2 mentions in 1 episode

Bob Oros – RIA Perspective at Hightower (Private Wealth 7, EP.452) Jun 16, 2025 · 2 mentions · from 33:28
every mention in 2025, scene by scene →

2024 3 mentions in 2 episodes 2 per episode

Sanjay Ayer – Think Different and Get Better at WCM (EP.366) Feb 5, 2024 · 2 mentions · from 5:56
Michael Mauboussin - Pattern Recognition and Public Markets (EP.370) Feb 19, 2024 · 1 mention · from 5:11
every mention in 2024, scene by scene →

2023 3 mentions in 2 episodes 2 per episode

Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320) Jun 8, 2023 · 2 mentions · from 23:20
Chris Sacca – Hustling to Save the Planet at Lowercarbon (Capital Allocators, EP.321) Jun 12, 2023 · 1 mention · from 27:51
every mention in 2023, scene by scene →

2022 15 mentions in 5 episodes 3 per episode

Steve Papa – Entrepreneur's Perspective on Venture, Venture is Eating the Investment World 13 (Capital Allocators, EP.244) Apr 4, 2022 · 11 mentions · from 5:29
Chris Dixon – Frameworks and Investing at Scale (EP.258, Crypto for Institutions 2, EP.05) Jun 27, 2022 · 1 mention · from 14:18
Joelle Kayden – Canvassing the Landscape at Accolade Partners, Venture is Eating the Investment World 7 (Capital Allocators, EP.235) Feb 14, 2022 · 1 mention · from 9:48
Fabrice Grinda – Canvassing Seed Stage Marketplaces at FJ Labs, Venture is Eating the Investment World 4 (Capital Allocators, EP.232) Jan 24, 2022 · 1 mention · from 58:48
Sean O'Sullivan – Start-up Development at SOSV, Venture is Eating the Investment World 3 (Capital Allocators, EP.231) Jan 17, 2022 · 1 mention · from 14:15
every mention in 2022, scene by scene →

2021 2 mentions in 2 episodes 1 per episode

Savneet Singh – The Operator/Investor whose Software is Feeding the World (Capital Allocators, EP.220) Nov 1, 2021 · 1 mention · from 26:00
Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186) Mar 29, 2021 · 1 mention · from 29:18
every mention in 2021, scene by scene →

2019 4 mentions in 1 episode

Drew Dickson – Blending Behavior and Fundamentals at Albert Bridge Capital (First Meeting, EP.13) Nov 25, 2019 · 4 mentions · from 36:13
every mention in 2019, scene by scene →

every mention, scene by scene, with the transcript →

Everything said about Oracle, oldest first

Apr 4, 2022 positive

Assertion Not checkable as stated

Papa: Oracle Finalized the $1.1B Endeca Deal in Six Weeks

“From first email to announcement with Oracle was six weeks, a testament to how fast Oracle can align their teams and make something happen.”

Steve Papa Apr 4, 2022 ▶ 24:01 Steve Papa – Entrepreneur's Perspective on Venture, Venture is Eating the Investment World 13 (Capital Allocators, EP.244)

Apr 4, 2022 positive

Opinion

Papa: Acquiring Endeca Made Oracle the Dominant On-Prem E-Commerce Vendor Overnight

“They basically overnight went from competing for every deal with IBM to suddenly being the dominant on-prem e-commerce company.”

Steve Papa Apr 4, 2022 ▶ 24:26 Steve Papa – Entrepreneur's Perspective on Venture, Venture is Eating the Investment World 13 (Capital Allocators, EP.244)

Jun 8, 2026 bearish

Opinion

Jain: Software has low entry barriers; almost none survive 30 years

“If you look at it, how many companies have survived in software business over 30 plus years? Microsoft is an exception, and maybe Oracle, it's a lower barrier to business.”

Rajiv Jain Jun 8, 2026 ▶ 26:48 Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)

Oracle

Mentions by year, the whole family

Everything said about Oracle, oldest first

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