Oracle
includes Oracle Health
3 statements across 3 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Jul 22, 2025 by Greg Little · said 10 times in 4 episodes since 2025 · across every show →
Mentions by year, the whole family
brought up most by CJ Desai (5), Greg Little (2), Alfred Lin (2), Alex Cohen (1)
tap a year for its mentions
2026 7 mentions in 2 episodes 4 per episode
Everything said about Oracle, oldest first
Jul 22, 2025 bearish
Little: DoD's $1.8B AI Budget Cannot Compete With $500B Commercial Investment
“Department of Defense had a budget for AI in 20, 24 of 1.8 billion. You just saw like the announcement with Oracle open AI and SoftBank for five hundred billion. And that's like only part of their investment for only three companies. And so you're just never g…”
Mar 9, 2026 positive
Jul 20, 2026 positive
Desai: AI startups demand machine-driven database administration over human DBAs
“In database world, when I was at Oracle, the most expensive person you can get is called Oracle DBA, database administrator, and they were the most expensive people that you have to hire when you're running Oracle, and now These AI companies are saying, we don…”