Oracle, every mention
71 scenes, the whole family · ← back to Oracle
tap a year for its mentions
every year anyone John Coogan 43Jordi Hays 13Ben Gilbert 3Samuel Hammond 2Sam Altman 1Roy Lee 1Flo Crivello 1Dylan Patel 1David Senra 1Aravind Srinivas 1
Verbatim, from the transcripts: the passages where Oracle comes up
OpenAI Cracks Navier-Stokes, Tech Trailers, AI Jobs Apocalypse on Hold | Diet TBPN
- ▶ 27:31 Jordi Hays Feeling one with the pod, he envisioned cloud-delivered enterprise software, leading him to quit Oracle and secure two million in seed funding from his mentor, Larry Ellison.
Palantir's AIPCon 10, Ramp Hits $44B, 60 Minutes Eyes Rogan | Diet TBPN
- ▶ 10:57 unnamed speaker But Jensen and Larry Ellison at Oracle are also doing stuff.
Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN
- ▶ 17:12 unnamed speaker And then they own legacy media like Batman, Superman through Warner Brothers.
Tech Earnings Quadkill, Red Button vs Blue Button | Diet TBPN
- ▶ 14:44 unnamed speaker Back and forth, uh, on the open AI news, shares of Oracle, CoreWeave, and SoftBank, uh, slumped, but CoreWeave is up majorly today, 8.4%. 2 times in the scene
China Blocks Meta’s $2B Manus Deal, Meta Bets on Space-Based Solar | Diet TBPN
- ▶ 21:28 Jordi Hays Uh, world for so for potentially forever where you have Larry Ellison is, is, you know, buying Oracle data centers and going super long on AGI and also CBS and Foghorn Leghorn, and you gotta own Bugs Bunny and you gotta own Superman and…
Intel Rips, Thrive Launches Eternal, GPT 5.5 | Diet TBPN
- ▶ 15:08 Dylan Patel In fact, they've raised a ton of money to get incremental compute in addition to the irresponsible levels of compute that they were buying from Oracle and Core, even SoftBank, and all these people, and Microsoft, uh, you know, such as…
Apple’s New CEO John Ternus, Ferrari’s First EV | Diet TBPN
- ▶ 8:49 unnamed speaker Uh, you have IBM, Oracle, Intel, Cisco, Qualcomm, and HP, all that were in the, the top 10.
Meta’s AI Comeback Moment, Claude Mythos | Diet TBPN
- ▶ 21:03 unnamed speaker A lot of competition between different companies to provide that service to the government, and so hopefully with, if the war comes to an end, and there's, you know, different, uh, discussions can happen, and, uh, you know, ice can thaw,…
Artemis II, Jamie Dimon’s “American Dream,” Snap’s Crucible Moment | Diet TBPN
- ▶ 16:51 unnamed speaker They do have 5261 employees as of late 2025, so this would represent roughly a 20% RIF, not block level cuts, but, uh, more in line with what we're seeing at Oracle, Meta, some other tech companies that are going through a transformation.
Is Meta Really Addictive?, Jetsons Prediction, Artemis II: Back to the Moon | Diet TBPN
- ▶ 26:40 unnamed speaker NVIDIA is collaborating with Oracle and the Department of Energy to build the U.S.
AI vs. Dog Cancer, Timothée Chalamet Under Fire, ‘Agents Over Bubbles' | Diet TBPN
- ▶ 21:53 Jordi Hays He writes, LLM paradigms over the last couple of weeks, first in the context of NVIDIA earnings, and then last week in the context of Oracle's, I've talked about three LLM inflection, I've talked about three LLM inflection points.
Oracle Rips, Larry Ellison's 1997 Vanity Fair Article, Global Fertilizer Crisis | Diet TBPN
- ▶ 0:00 unnamed speaker So, Oracle had earnings yesterday and it was an absolute blowout. 24 times in the scene
- ▶ 10:40 unnamed speaker Oracle CEO, Larry Ellison, co-founder of the world's second largest software company is Silicon Valley. 7 times in the scene
- ▶ 18:48 unnamed speaker Paramount, Warner Brothers, HBO, CBS, TikTok, Oracle, uh, Silicon Valley's Taz. 14 times in the scene
OpenAI drops GPT-5.4, Iran War fallout, The Mansion Section | Diet TBPN
- ▶ 29:34 unnamed speaker Hearing from multiple sources inside Oracle that the company is planning thousands of job cuts. 6 times in the scene
Datacenter Protests, Paramount WB Bid Clears Key Hurdle, The Mansion Section | Diet TBPN
- ▶ 19:54 John Coogan The media group whose bid is bankrupt, a bankrolled by Oracle billionaire Donald Trump donor Larry Ellis. 2 times in the scene
SpaceX-xAI merger reactions, Paypal plummets, Disney names next CEO | Diet TBPN
- ▶ 0:02 unnamed speaker Important announcement from Oracle. 6 times in the scene
FULL INTERVIEW: Dylan Patel Says We’re Still Underestimating AI
- ▶ 20:41 unnamed speaker I want to talk about Oracle. 6 times in the scene
Big Tech Earnings, Elon’s SpaceX–xAI Merge, Genie 3 | Diet TBPN
- ▶ 8:04 Jordi Hays The same way that Oracle had gotten punished for it, now it's Microsoft's chance to actually get punished.
China’s acquisition spree, TikTok reaches U.S survival deal, Tech Giants hit by spying | Diet TBPN
- ▶ 7:50 John Coogan It's data management and algorithm training on American users will be overseen by Oracle, the cloud computing giant that has safeguarded its data for the US for years and has close ties to the Trump administration. 2 times in the scene
The AI Power Backlash, the NYMag David Ellison profile, Google Personal Intelligence | Diet TBPN
- ▶ 19:52 unnamed speaker Then, in a stroke of luck, he learned that Ellison, the founder of Oracle and one of the world's richest men, had a college-age son named David, who was not only trying to break into Hollywood, but was also an amateur pilot.
TBPN Year in Review
- ▶ 10:28 John Coogan Debates over, over exactly how that will happen, but Oracle is potentially in the deal. 2 times in the scene
- ▶ 23:30 John Coogan The government has data right now, and the fight between whether that data is stored on AWS, Oracle, Google, uh, Azure, like, that is a somewhat of a bidding war, but there are also all sorts of other lobbying efforts to win those…
OpenAI Sets Sights on $750 BILLION Valuation
- ▶ 11:04 unnamed speaker Shares of Oracle stock with a market value of approximately two hundred and fifty two billion as of the date of this offer to purchase.
Ford PULLS BACK EV Investment
- ▶ 25:57 John Coogan See Broadcom and Oracle this past week. 3 times in the scene
GPT-5.2 Reactions, Jacob Elordi vs AI, Disney x OpenAI Deal Breakdown | Diet TBPN
- ▶ 19:40 unnamed speaker Oracle is a train wreck. 8 times in the scene
Disney Partners with OpenAI, Breaking Down SpaceX’s IPO Plans, Oracle Slips | Diet TBPN
- ▶ 14:55 John Coogan Larry Ellison is addressing, uh, he's sitting on stage here in this Wall Street Journal article on the news that Oracle shares have tumbled as AI spending outruns returns. 3 times in the scene
Paramount’s Deal Playbook, Trump Opens Nvidia’s China Door, Saudis Loosen Drinking Laws | Diet TBPN
- ▶ 7:56 unnamed speaker He should not just, I know they want it, but do not market sell your Oracle position, please.
The World’s Fastest Growing Defense Company, OpenAI’s Code Red, Google Strikes Back | Diet TBPN
- ▶ 17:43 John Coogan Um, I, I feel like everyone's sort of repriced everything already with the Oracle round tripping and just this idea that, uh, you know, some of the equity investments, like they are circular, but it's basically just like a discount on…
Reverse Engineering 200 AI Startups, Nucleus Genomics Controversy, Drone Hunting | Diet TBPN
- ▶ 13:09 John Coogan Calling up Oracle for, you know, a trillion dollars of compute.
The State of AI: A Field Trip to TBPN’s Aura Farm + Today’s Top Tech Stories | Diet TBPN
- ▶ 2:52 unnamed speaker And so, so this, you can say, is kind of Oracle in the same outline, right? 3 times in the scene
Jeff Bezos’ New AI Startup, Yann LeCun Says LLMs are a Dead End, Thiel Fund Sells NVIDIA | Diet TBPN
- ▶ 17:34 unnamed speaker These days, the firm is financing massive data centers costing tens of billions of dollars for the likes of Meta and Oracle, a sign of just how quickly Wall Street has become the enabler of America's AI boom. 2 times in the scene
Wednesday’s Diet TBPN
- ▶ 21:46 unnamed speaker Compare that to Oracle, who you can think of Oracle as basically. 4 times in the scene
OpenAI Drops A Web Browser? Our Reactions | Diet TBPN
- ▶ 3:09 Jordi Hays If OpenAI doesn't deliver, and Oracle does all the build out, but then OpenAI doesn't have the revenue, is Oracle in trouble? 2 times in the scene
Alexis Ohanian on TikTok's Frozen Innovation, Gaming Reddit & Sports vs AI
- ▶ 30:58 John Coogan I mean, super underrated that OpenAI has a deal with, you know, everyone talking about Broadcom, NVIDIA, Oracle.
Acquired Podcast Hosts Break Down Google’s $1 Trillion Mistake
- ▶ 27:31 Ben Gilbert Are you taking us to Oracle? 2 times in the scene
- ▶ 36:14 Ben Gilbert So software is the, the book, sort of the canonical biography on Larry Ellison or Oracle, and his condition for writing the book was that every single page he would get space allotted to him to like effectively rebuttal.
Weekly Recap: Matthew McConaughey on AI, Nvidia x OpenAI
- ▶ 11:50 Sam Altman Microsoft Oracle, where we can build out increasing amounts of infrastructure to deliver on what the world is demanding out of these services.
- ▶ 49:25 John Coogan Let's wait until these stocks run up and Oracle's up three hundred million. 4 times in the scene
- ▶ 1:04:04 John Coogan An Oracle executive said there will be roughly 1700 permanent jobs on site once the construction ends.
Weekly Recap: Apple Debuts iPhone 17, Einstein of Wall Street, YC Demo Day, Declining AI Adoption
- ▶ 1:10:44 unnamed speaker Obviously they're ramping revenue really quickly, but you have Broadcom to pay, you have Oracle to pay, you have all these.
Weekly Recap: Tesla's Crazy Plan, USA vs. Google, Palantir CEO on Conspiracy Theories
- ▶ 1:24:40 unnamed speaker The president, the first lady, Susie Wiles, Sergey Brin, uh, Gerilyn Gilbert Soto, Sam Altman, Greg Brockman, Anna Brockman, Safra Katz at Oracle, Gal Tarosh,
Weekly Recap: Casey Neistat, OpenAI Cracks Math, The Future of ChatGPT, Apple x F1, Intel Layoffs
- ▶ 1:19:35 Jordi Hays And, and, uh, as we covered earlier this week, commit to spending tens of billions of dollars with, with Oracle.
Weekly Recap: Grok 4 Launch, Texas Floods, Web Browser War, Top Signals, Meta Smart Glasses
- ▶ 42:09 unnamed speaker Runpod, Lambda, Scaleway, SMC, Azure, Nebius, Together, Crusoe, Lepton, Oracle, Coreweave, AWS.
- ▶ 58:47 unnamed speaker Oracle's mainframe business, like probably made it through pretty smoothly because it was just like really long contracts with companies that were getting true business value out of it and weren't about to churn because it was not this… 2 times in the scene
Weekly Recap: Elon's Starship Explodes, OpenAI's Defense Contract, Nvidia's Robots, We Test Cluely
Building the World’s Smallest Fusion Reactor | Robin Langtry on TBPN
- ▶ 30:17 Jordi Hays I see like really broad swath of companies, Spotify, Oracle, things like that.
Why Hallucination Is Good For AI Voice Agents | Russell D'Sa on TBPN
- ▶ 10:00 Jordi Hays I see like really broad swath of companies, Spotify, Oracle, things like that.
What Great Founders Really Do | David Senra on TBPN
- ▶ 2:27 David Senra There's only, you know, shockingly only three books on them, but then he did a book called, uh, there's a book written about him called the billionaire and the mechanic.
- ▶ 4:24 John Coogan During COVID, he sent an email, like, everyone in Oracle just saying, like, I'm on the island.
Perplexity Founder Explains What Comes Next - Aravind Srinivas on TBPN April 23rd
- ▶ 35:28 Aravind Srinivas Uh, Oracle can.
Why Industrialization WON'T Create New JOBS | Samuel Hammond on TBPN April 8th
- ▶ 26:22 Samuel Hammond You know, there has been talks about, or rumors about, you know, Oracle maybe being part of this. 2 times in the scene
What AI and LEGO Have in Common | Flo Crivello on TBPN April 7th
- ▶ 15:03 Flo Crivello Um, so, you know, shelfware is like that thing that happened in like the 2000 or like the nineties, like Microsoft and Oracle, like just like released this software.
Joshua Steinman talks cybersecurity and the vulnerabilities of a digital world.
- ▶ 14:22 John Coogan At this point, there's plenty of people that want to buy it, you know, Oracle, Microsoft, Alexis Sohanian, like there's so many different capital groups, like chomping at the bit to, you know, be the, the, be the buy side on this deal.
Billionaires Quest to Save Farming
- ▶ 3:39 unnamed speaker Although the farm has little to do with Ellison's core business, software giant Oracle, the tech mogul has called the project
- ▶ 10:45 unnamed speaker I mean, this is the part of, like, being in founder mode is hard when you're also the founder of Oracle, and you're also, and that's just, like, 90% of your mind share because it's 90% of the value.
How Does GROK Compare? (Full Analysis)
- ▶ 8:39 John Coogan Um, and so this also explains why OpenAI is tying up with Oracle and SoftBank and trying to become a for-profit.
- ▶ 1:03:56 John Coogan Second was Larry Ellison, uh, longtime friend of Musk who was hung out to dry when XAI pulled out of a Texas data center project that Ellison's company Oracle was working on. 2 times in the scene
The Future of Artificial Intelligence
- ▶ 26:03 unnamed speaker Where if there was ever a time to say, hey, we're going to pull back in China, it's when, it's when Elon Musk and, and Oracle and everyone is sitting down and being like, we will buy every single GPU you can make.
DeepSeek, Stargate Update, Bees Do Enjoy Honey, Golden Retriever Maxxing, Bring on the Trilly
- ▶ 1:20:40 John Coogan The other deceptive detail is that the first cluster of this mega project is the Oracle OpenAI data center deal that was announced last year. 8 times in the scene
- ▶ 1:31:41 John Coogan Oracle is placed with a huge burden of tackling both data center management and managing supply chain logistics.
- ▶ 1:42:08 Jordi Hays So somebody might work at Databricks and, and be a top performer there and, and go to Oracle and, and, and bring a lot of those relationships over, right? 3 times in the scene
Project Stargate, The T Word, Ramp Treasury, Audience Ad Reads, See You at Davos
- ▶ 11:11 John Coogan The site which started construction last year will be operated by Oracle and used by OpenAI. 3 times in the scene
- ▶ 23:03 Jordi Hays Oracle has eleven billion in cash, eighty eight billion in debt, and generates ten billion in free cash flow.
- ▶ 38:52 John Coogan He says, Oracle and SoftBank are there to serve OpenAI, which isn't a business that Microsoft is particularly interested in.
Trump Coin Takeover (What's Next for Crypto)
- ▶ 15:13 unnamed speaker That then Oracle or Walmart or your log coalition of, and if it's going to require a hundred billion dollars, is there anybody that would actually like, I have to imagine some of these bidders are like,
The END of TikTok?
- ▶ 18:44 John Coogan It also requires Oracle, TikTok's cloud provider, to stop hosting the app's U.S.
Inside Facebooks Secret "Red Book" (ep18)
- ▶ 1:15:01 John Coogan Get into Oracle, and just get all the data at every Fortune 500 company, or whatever, or like, get into, like, they, they, they hacked, like, the, uh, the department, the OCP, you hear about the OCP hack?
Taylor Lorenz Trades Teams (ep16)
- ▶ 1:42:22 John Coogan Creator economy is a good example, but it was, it was when it was, when it was, it was clear that it wasn't going to be Salesforce or Oracle building every vertical SAS tool that at that point it became, okay, any fund could hit the next…
Zuck Just Killed the Apple Vision Pro (ep2)
- ▶ 47:30 John Coogan Like, what, what, why, why go with, uh, you know, Postgres as opposed to Oracle database?
Venture Capital Just Changed Forever (ep1)
- ▶ 9:11 unnamed speaker Like, yeah, like, like Nvidia could very clearly just make a statement saying like, we're only going to sell to American companies and I'm going to call up Oracle and Elon and Zuck and Google and all these people and just say, I have, you…