Oracle

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Nov 18, 2025 by John Collison · said 14 times in 5 episodes since 2025 · across every show →

Mentions by year

brought up most by John Collison (11), Satya Nadella (1), Marc Andreessen (1), Bret Taylor (1)

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2026 1 mention in 1 episode

Bret Taylor of Sierra on AI agents, outcome-based pricing, and the OpenAI board Mar 10, 2026 · 1 mention · from 53:48
every mention in 2026, scene by scene →

2025 13 mentions in 4 episodes 3 per episode

Tobi Lütke is still captivated by internet commerce, 20 years later Oct 6, 2025 · 5 mentions · from 33:07
Marc Andreessen and Charlie Songhurst on the past, present, and future of Silicon Valley Oct 1, 2025 · 4 mentions · from 37:08
Satya Nadella describes how lessons from Microsoft’s history apply to today’s boom Nov 18, 2025 · 2 mentions · from 4:23
Stablecoin special: Zach Abrams (Bridge) and Henri Stern (Privy) Nov 4, 2025 · 2 mentions · from 1:02:59
every mention in 2025, scene by scene →

every mention, scene by scene, with the transcript →

Everything said about Oracle, oldest first

Nov 18, 2025 neutral

Insight

Collison: Unified data pitches endure because companies neglect data infrastructure

“Part of the reason this is an evergreen pitch is because companies don't actually have all their data at their fingertips. Companies do not eat their data infrastructure vegetables.”

John Collison Nov 18, 2025 ▶ 4:39 Satya Nadella describes how lessons from Microsoft’s history apply to today’s boom

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Oracle

Mentions by year

Everything said about Oracle, oldest first

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