Oracle, every mention

20 scenes, the whole family · ← back to Oracle

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every year anyone Steve Papa 10Ted Seides 4Drew Dickson 4Jim Falbe 2Bob Oros 2Sean O'Sullivan 1Savneet Singh 1Rajiv Jain 1Pat Dorsey 1Joelle Kayden 1

Verbatim, from the transcripts: the passages where Oracle comes up

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Moat Investing Nuances – Pat Dorsey (EP.509) Jul 6, 2026 · 1 mention

Contrarian Quality at GQG Partners – Rajiv Jain (EP.505) Jun 8, 2026 · 1 mention

  • ▶ 26:53 Rajiv Jain Microsoft is an exception, and maybe Oracle, it's a lower barrier to business.

Operator-Led Private Equity at Ethos - Erik Brooks (EP.504) Jun 1, 2026 · 1 mention

Bob Oros – RIA Perspective at Hightower (Private Wealth 7, EP.452) Jun 16, 2025 · 2 mentions

Michael Mauboussin - Pattern Recognition and Public Markets (EP.370) Feb 19, 2024 · 1 mention

  • ▶ 5:11 Ted Seides Before we get going, our little experiment to engage with our mid-roll sponsor NetSuite by Oracle seems to be working.

Sanjay Ayer – Think Different and Get Better at WCM (EP.366) Feb 5, 2024 · 2 mentions

Chris Sacca – Hustling to Save the Planet at Lowercarbon (Capital Allocators, EP.321) Jun 12, 2023 · 1 mention

  • ▶ 27:51 Chris Sacca And to start coding, you often had to buy an Oracle environment and a Sun environment.

Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320) Jun 8, 2023 · 2 mentions

  • ▶ 23:20 Jim Falbe So you think about like Oracle, and they're kind of a monopoly in their core database market. 2 times in the scene

Chris Dixon – Frameworks and Investing at Scale (EP.258, Crypto for Institutions 2, EP.05) Jun 27, 2022 · 1 mention

Steve Papa – Entrepreneur's Perspective on Venture, Venture is Eating the Investment World 13 (Capital Allocators, EP.244) Apr 4, 2022 · 11 mentions

  • ▶ 5:29 Ted Seides He was the founder and CEO of Endeka, an enterprise software company that Oracle acquired for 1.1 billion dollars in 2011.
  • ▶ 24:01 Steve Papa The exact opposite of what everyone would assume, Oracle realized how this was going to instantly catapult them to the leading commerce stack, and a commerce stack has a huge amount of drag along for the rest of their business, and from… 4 times in the scene
  • ▶ 24:53 Steve Papa Another was, interestingly, the way I got to know the Oracle Corp dev team was in January, 2008, Microsoft acquired a company called Fast, which was a Norwegian search company. 4 times in the scene
  • ▶ 27:00 Steve Papa After selling the company to Oracle, I always viewed as the financial success that comes from that are just resources to build other things.
  • ▶ 32:14 Steve Papa Learn a bit about working inside Oracle and then figure out what you're going to do.

Joelle Kayden – Canvassing the Landscape at Accolade Partners, Venture is Eating the Investment World 7 (Capital Allocators, EP.235) Feb 14, 2022 · 1 mention

  • ▶ 9:48 Joelle Kayden I mean, the firm had an amazing franchise in so many different sectors, whether it was consumer taking Starbucks public or whether it was taking Qualcomm public in the semiconductor world, America online, and then every software company…

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

  • ▶ 58:48 Fabrice Grinda Then we needed to build our own data centers, and I needed to have Oracle databases and Microsoft web servers.

Sean O'Sullivan – Start-up Development at SOSV, Venture is Eating the Investment World 3 (Capital Allocators, EP.231) Jan 17, 2022 · 1 mention

Savneet Singh – The Operator/Investor whose Software is Feeding the World (Capital Allocators, EP.220) Nov 1, 2021 · 1 mention

  • ▶ 26:00 Savneet Singh And so you would buy your software from an Oracle or someone else, and then you buy your hardware from Parr.

Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186) Mar 29, 2021 · 1 mention

Drew Dickson – Blending Behavior and Fundamentals at Albert Bridge Capital (First Meeting, EP.13) Nov 25, 2019 · 4 mentions

  • ▶ 36:13 Drew Dickson And then we see Oracle have a profit warning competitor in the space. 4 times in the scene
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