Lin: OpenAI leverages Oracle's balance sheet and tools for data centers
Alfred Lin · Sequoia’s Alfred Lin: $10T Companies Are Coming · Sourcery with Molly O'Shea · Mar 9, 2026 · at 7:32
Alfred Lin of Sequoia refutes the idea that legacy enterprise software companies like Oracle will be wiped out by AI.
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“Oracle, the last time I checked, still exists. If you think that they're a legacy company, I don't know why OpenAI would want to leverage their balance sheet and their and their tools to be able to run data centers.”
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