Oracle, every mention
46 scenes (2025), the whole family · ← back to Oracle
tap a year for its mentions
every year 2025 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
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.