Oracle
4 statements across 3 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement Mar 30, 2026 by Sean McAvoy · said 24 times in 14 episodes since 2023 · across every show →
Mentions by year
brought up most by Jeremy Eliahu-Ontiveros (7), Varun Sivaram (5), Stephen Lacey (5), Shayle Kann (2), Sean McAvoy (1), David Groarke (1), Brian Janous (1)
tap a year for its mentions
2026 13 mentions in 4 episodes 3 per episode
2025 4 mentions in 3 episodes 1 per episode
2024 1 mention in 1 episode
2023 6 mentions in 6 episodes 1 per episode
- How is U.S. industrial policy affecting actual climatetech investment?
- Climate tech startups need strong techno-economic analysis (TEA)
- Reviving the stagnant plant based meat market
- Fixing interconnection
- Stopping geoengineering, by accident
- The food-energy nexus
- every mention in 2023, scene by scene →
Everything said about Oracle, oldest first
Mar 30, 2026 positive
McAvoy: Meta, Oracle, and Microsoft are building in-house energy teams
“And especially, like, you know, even the likes of, like, Meta and, you know, you have your Oracles of the World and your Microsofts and, you know, everyone else who are trying to build, build, build, build these out. They're investing even in their own teams. …”
Apr 9, 2026 bullish
Emerald AI and Oracle migrated live inference queries to avoid winter peak
“So with Oracle, we showcased migrating AI workloads from one location, Virginia, to another, Chicago. And this was during the data winter, the Dominion winter peak period, the inference queries got rerouted in such a way that you were able to precisely meet th…”
Jul 9, 2026 neutral
Eliahu-Ontiveros: Lancium is developing Texas power infrastructure for Oracle and OpenAI
“Lancium has been pretty open about this. If you don't know them, they're the ones sort of building the, owning the land and developing the power infra, enabling Texas for Oracle and OpenAI. They have a bunch of other sites that are pretty massive in West Texas…”