Oracle

includes Oracle Database, Oracle Cloud Infrastructure, Oracle Data Cloud, Oracle GoldenGate, Oracle Business Intelligence, Oracle Eloqua, Oracle Exadata, Oracle RAC, Oracle Cloud

6 statements across 6 episodes · 2 bullish · 1 bearish · 6 people on the record · first statement Dec 18, 2014 by Mike Olson · said 164 times in 70 episodes since 2013 · across every show →

Mentions by year, the whole family

brought up most by Matt Turck (25), Benedict Evans (12), Dev Ittycheria (10), Spencer Kimball (9), Mike Olson (7), Sachin Katti (5), Justin Borgman (5), Eliot Horowitz (5)

tap a year for its mentions
0013425820132014201520162017201820192020202120222023202420252026episodesmentions
04820132014201520162017201820192020202120222023202420252026episodes it came up in
002.545820132014201520162017201820192020202120222023202420252026episodesmentions per episode
2026 19 mentions in 4 episodes 5 per episode
2025 10 mentions in 6 episodes 2 per episode
2024 21 mentions in 8 episodes 3 per episode
2023 3 mentions in 2 episodes 2 per episode
2022 16 mentions in 4 episodes 4 per episode
2021 14 mentions in 4 episodes 4 per episode
2020 9 mentions in 6 episodes 2 per episode
2019 10 mentions in 7 episodes 1 per episode
2018 9 mentions in 4 episodes 2 per episode
2017 4 mentions in 2 episodes 2 per episode
2016 8 mentions in 4 episodes 2 per episode
2015 14 mentions in 7 episodes 2 per episode
2014 15 mentions in 4 episodes 4 per episode
2013 12 mentions in 8 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Oracle, oldest first

Dec 18, 2014
Disclosure
Sleepycat Software operated for eight years without venture capital before Oracle acquisition
“Sleepy Cat was the company that commercialized Berkeley DB in 98, and we ran that company entirely independent, no venture capital the old-fashioned way. We would make money and then we would spend it for eight years. We sold the company to Oracle in 2006”
Mike Olson Dec 18, 2014 ▶ 2:48 Mike Olson, Cloudera // The Cloudera Story (Hosted by FirstMark Capital)
Apr 27, 2021 negative
Opinion
MongoDB CEO Dev Ittycheria calls Oracle the most hated tech vendor
“Oracle is the most hated vendor in our tech industry. In the tech industry today”
Dev Ittycheria Apr 27, 2021 ▶ 32:11 Fireside Chat: Dev Ittycheria (President & CEO, MongoDB) with Matt Turck (Partner, FirstMark)
Apr 10, 2024 neutral
Insight
Evans: Every enterprise software company is unbundling Oracle, Gmail, or Excel
“Basically every enterprise software company for the sake of argument is unbundling Oracle, Gmail, or Excel.”
Benedict Evans Apr 10, 2024 ▶ 10:16 Is AI a platform shift or a paradigm shift? With Benedict Evans
Jun 5, 2025 bullish
Assertion Supported
Gomez: Oracle implemented hundreds of AI use cases using Cohere
“But with, you know, a company like Oracle, which has all of this workplace software in fusion apps and NetSuite, they've implemented hundreds of use cases themselves using Coheres models.”
Aidan Gomez Jun 5, 2025 ▶ 57:09 Inside the Paper That Changed AI Forever - Cohere CEO Aidan Gomez on 2025 Agents
Feb 5, 2026
Assertion Open · timeframe Feb 2029
ByteDance is taking over 1 GW of Oracle data center capacity in Malaysia
“It's instead being built in Malaysia, and Oracle has over a gigawatt of capacity in Malaysia that ByteDance is gonna take, right?”
Dylan Patel Feb 5, 2026 ▶ 25:41 Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”
Jul 16, 2026 positive
Assertion Supported
Katti: OpenAI's Abilene data center is operational and training latest models
“It's up and running. It's being used for training the last two models more actually.”
Sachin Katti Jul 16, 2026 ▶ 31:56 OpenAI’s Compute Chief: We Can’t Build Fast Enough | Sachin Katti
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