Oracle, every mention
9 scenes · ← back to Oracle
tap a year for its mentions
every year anyone John Collison 11Satya Nadella 1Marc Andreessen 1Bret Taylor 1
Verbatim, from the transcripts: the passages where Oracle comes up
Bret Taylor of Sierra on AI agents, outcome-based pricing, and the OpenAI board
- ▶ 53:48 Bret Taylor ERP systems are associated with the finance department, and SAP and Oracle and Workday have ERP systems, and you have Adobe in the marketing department, and they had Salesforce in the sales department, and you had ServiceNow in the IT…
Satya Nadella describes how lessons from Microsoft’s history apply to today’s boom
- ▶ 4:23 John Collison My favorite example of this is I really like the book Software on the history of Oracle, and it talks about Larry Ellison doing EBCs.
- ▶ 1:03:27 Satya Nadella And having competed against Oracle and IBM on all the middle tier servers and, and so on, I felt like, no, this enterprise customer and commercial customers by and large are going to demand sort of a multiple.
Stablecoin special: Zach Abrams (Bridge) and Henri Stern (Privy)
- ▶ 1:02:59 John Collison Oracle buys companies for, you know, 15 times PE when they're growing at 15 to 20% in a mature industry, and then they pull out 10% of the cost, blah, blah, blah.
- ▶ 1:10:51 John Collison Again, it's not like that Oracle late stage.
Tobi Lütke is still captivated by internet commerce, 20 years later
- ▶ 33:07 John Collison I was reading some histories of Oracle recently, but I think it's kind of interesting because, um, uh, you know, proprietary databases were the leading databases. 5 times in the scene
Marc Andreessen and Charlie Songhurst on the past, present, and future of Silicon Valley
- ▶ 37:08 Marc Andreessen Yeah, I think Oracle was a somewhat different story.
- ▶ 40:39 John Collison Oracle just had that, you know, Forex, uh, uh, RPO beat
- ▶ 52:07 John Collison Like can we, you know, uh, uh, Charlie mentioned Oracle earlier. 2 times in the scene