Oracle
includes Oracle Cloud Infrastructure
4 statements across 4 episodes · 4 bullish · 0 bearish · 4 people on the record · first statement Jun 15, 2023 by Olivier Pomel · said 23 times in 11 episodes since 2023 · across every show →
Mentions by year, the whole family
brought up most by Frank Slootman (4), Dylan Patel (4), CJ Desai (4), Sarah Guo (2), Olivier Pomel (2), Matt Garman (2), Jensen Huang (2), Parker Conrad (1)
tap a year for its mentions
2026 5 mentions in 1 episode
2025 6 mentions in 3 episodes 2 per episode
2024 5 mentions in 4 episodes 1 per episode
Everything said about Oracle, oldest first
Jun 15, 2023 positive
Pomel: Shared cloud infrastructure allows software vendors to serve startups and enterprises alike
“In the cloud and open source generation, like the tooling is the same for all companies. If you go back 15 years, if you were a startup, you were building on open source. And if you were a large company, you were buying whatever Oracle or Microsoft was selling…”
Jun 29, 2023 positive
Slootman: Snowflake founders turned Oracle into an enterprise platform via parallel SQL
“Our founders were two French guys, long time, you know, Oracle CTOs, technologists architects. They were really responsible for making Oracle from the departmental level. You probably can't remember that far back, but Oracle at one point in time was a departme…”
Feb 15, 2024 positive
Guo: Oracle's Strategy Was Buying Second-Best Products and Leveraging Distribution
“If you look at the strategy of companies like Oracle, right? It was very much for a decade and a half, like a dominant, at least commercially attitude of like, okay, we're going to buy the second best product in this additional software category we want to be …”
Aug 29, 2024 positive
Secret intelligence contract win against IBM marked AWS inflection point
“One of the big Inflection points we saw is we went after the intelligence agencies for the U S government, and we won that contract and it was secret. And it, you know, we pushed really hard to go in that. It was against all the incumbents, HPs and IBMs and Or…”