Oracle
includes Oracle Database
4 statements across 3 episodes · 0 bullish · 1 bearish · 3 people on the record · first statement Jun 10, 2025 by Bill Gurley · said 35 times in 13 episodes since 2025 · across every show →
Mentions by year, the whole family
brought up most by Dylan Patel (14), Jeff Horing (4), Patrick O'Shaughnessy (3), Ben Thompson (3), Alex Sacerdote (3), Vlad Barbalat (1), Sam Altman (1), Mitchell Green (1)
tap a year for its mentions
2026 12 mentions in 8 episodes 2 per episode
- What Happens When the AI Boom Runs Out of Money · Invest Like The Best
- Why the AI Boom Is Just Getting Started · Invest Like The Best
- Everyone Is Still Undersizing the AI Market | Eric Vishria · Invest Like The Best
- Sam Altman on AGI, Compute, and Human Agency · Invest Like The Best
- Everything in Capital Markets is Downstream of Algorithms · Invest Like The Best
- Investing a $120 Billion Balance Sheet with No Outside Investors · Invest Like The Best
- The Supply and Demand of AI Tokens | Dylan Patel Interview · Invest Like The Best
- Why Now is the Best Time to Buy Public Software Companies · Invest Like The Best
- every mention in 2026, scene by scene →
2025 23 mentions in 5 episodes 5 per episode
- Inside the Trillion-Dollar AI Buildout | Dylan Patel Interview · Invest Like The Best
- 5 Ingredients for the Perfect Investment | Jeff Horing Interview · Invest Like The Best
- Finding The 1% of Stocks That Matter | Henry Ellenbogen Interview · Invest Like The Best
- The Gift and The Curse of Staying Private with Bill Gurley · Invest Like The Best
- The Obsession That Creates Enduring Companies | David Senra Interview · Invest Like The Best
- every mention in 2025, scene by scene →
Everything said about Oracle, oldest first
Jun 10, 2025 neutral
Sep 30, 2025
Sep 30, 2025 neutral
Patel: Amazon took 20 years to migrate off Oracle databases
“Amazon leading Oracle took fucking 20 years, right, and they wanted to do it 20 years ago, And they have, their highest revenue products after EC-II were like, the next four were like, database products at AWS, and yet they still freaking used Oracle's databas…”
Jun 23, 2026 bearish
30-Year Debt on Software Giants is Highly Risky Due to Tech Disruption
“Am I worried about four-year paper in most of the software names? Probably not. I mean, they're contracted out. This is not a four-year issue. That, that paper should be money good. Would I be worried about holding 30 year credit on, on, on, on ... On Salesfor…”