Oracle
includes Oracle Cloud Infrastructure, Oracle Database, Oracle Exadata, Oracle Cloud
3 statements across 3 episodes · 0 bullish · 1 bearish · 3 people on the record · first statement Apr 11, 2025 by Evan Conrad · said 36 times in 17 episodes since 2024 · across every show →
Mentions by year, the whole family
brought up most by Shawn Wang (19), Simon Eskildsen (2), Erik Bernhardsson (2), Steve Yegge (1), Reynold Xin (1), Matei Zaharia (1), Marc Andreessen (1), Jake Cooper (1)
tap a year for its mentions
2026 18 mentions in 7 episodes 3 per episode
- Claude Code for Finance + The Global Memory Shortage: Doug O'Laughlin, SemiAnalysis
- The Agent Cloud: Databricks’ Bet on the Future of AI — Matei Zaharia and Reynold Xin
- Retrieval After RAG: Hybrid Search, Agents, and Database Design — Simon Eskildsen of Turbopuffer
- The Agent-Native Cloud: 3M Users, 100K Signups/Wk, Data Centers, & Death PRs — Jake Cooper, Railway
- ⚡️ How to turn Documents into Knowledge: Graphs in Modern AI — Emil Eifrem, CEO Neo4J
- Marc Andreessen introspects on Death of the Browser, Pi + OpenClaw, and Why "This Time Is Different"
- Dylan Patel Explains the AI War While Cooking | In-Context Cooking
- every mention in 2026, scene by scene →
2025 6 mentions in 6 episodes 1 per episode
- Steve Yegge's Vibe Coding Manifesto: Why Claude Code Isn't It & What Comes After the IDE
- Why RL Won — Kyle Corbitt, OpenPipe (acq. CoreWeave)
- ⚡️Using RFT to Build Clinical Superintelligence
- SF Compute: Commoditizing Compute
- The AI Architect: Bret Taylor
- DeepSeek V3, SGLang, and the state of Open Model Inference in 2025 (Quantization, MoEs, Pricing)
- every mention in 2025, scene by scene →
2024 12 mentions in 4 episodes 3 per episode
Everything said about Oracle, oldest first
Apr 11, 2025 neutral
Conrad: NVIDIA avoids customer concentration to prevent hyperscaler price setting
“It's really bad for NVIDIA if you have customer concentration, and Microsoft and Google and Amazon, like, Oracle to, like, buy up your entire supply and then you have four or five customers or so who pretty much get to set prices.”
Jul 29, 2025
Feb 24, 2026 bearish
O'Laughlin: Oracle's massive AI infrastructure debt raise is an own goal
“I think Oracle was irresponsible because of the magnitude of what they did. It's like, the thing is like, I think the slack they should have done it, but like the whole setup, in my opinion, on Oracle is own goal. They messed up the messaging. They messed up t…”