Oracle

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• bearish prediction Unattributed

  Yeah, the light at the end of the tunnel that the database guys are seeing, inclusive of Oracle, is a train heading right at them. It's called cloud computing.

• neutral prediction David Linthicum

  Well, I actually made the prediction this week in InfoWorld that Oracle is going to buy Salesforce, and I'm kind of sticking to that.

• bullish endorsement Unattributed

  OCI has four to eight times the bandwidth of other clouds, offering one consistent price instead of variable regional pricing. And of course, nobody does data better than Oracle. So now you can train your AI models at twice the speed and at less than half the cost than other clouds.

• bullish endorsement Jason Calacanis

  that's why startups love oci so here's a very simple call to action oracle's very generous oracle has put together a special introductory offer that is available to you if you qualify oracle will chop your current cloud computing bill in half if you move to oci so check if your company qualifies at oracle.com twist this is oracle showing their commitment to me your boy jacal and the startup community here on the number one podcast in the world for startups and now there is a limit here this is l

• bullish endorsement Unattributed

  oci is a blazing fast and secure platform that covers all the bases infrastructure databases app development and of course all your startups ai and machine learning needs now here's the kicker oci costs 50 less for compute and 80 less for network compared to other cloud options that's a lot of savings especially when every minute counts in the cloud thousands of businesses have already upgraded to oci including mgm resorts specialized bikes and fireworks ai

• mixed prediction Unattributed

  i think that oracle is the the buyer here of the clouds you mentioned that's my guess if they don't if they don't go public at the valuation they want i think it's oracle because i think they're hungry for a place at the table and they're tired of being the database company with more lawyers

• bullish endorsement David Friedberg

  Okay. Even if you think it's a bit overhyped, AI is everywhere from self-driving cars, medicine, and just business efficiency, right? We're all using it all day long. And if it's not in your industry yet, it's obviously coming and it's coming fast. You need to get ahead of this giant wave of computing and innovation. But as you know, you're going to need a lot of compute power. You're going to need a lot of speed. So how are you going to compete without your costs spiraling out of control? Well,

• neutral fact_claim Chamath Palihapitiya

  if you look at cloud computing, there are four major players actually, because Oracle's a major player now.

• neutral fact_claim Unattributed

  It appears that Oracle, Silverlake and Anderson Horowitz will end up with about 80% of the company. I presume Oracle will remain its kind of cloud host here in the United States.

• bullish assessment David Friedberg

  That'd be like saying, oh yeah, that Corvette I'm talking about. You know what? We change the oil and we change the filters on it and we maintain the tires and we rotate the tires. So we think it can get another 20% of life out of it.

• bearish criticism Chamath Palihapitiya

  don't you think david that that's just basically a way of just it's a wealth transfer to larry ellison which i think is amazing i mean if i could totally do it yeah it's bite dance it's no it's it's it's bite dance in your lap yeah no it's it's bite dance uh it's bite dance paying political protection money to larry ellison to be their bodyguard in this political process

• bearish criticism David Sacks

  this compromise solution with larry ellison and oracle that makes no sense to me this idea that you know ellison will own 20 of the company but nothing else really changes it'll still be based in china uh a chinese company it'll still be chinese engineers based in china who you know and they still own 80 of it i mean how does that really address the the data security

• bearish criticism Jeffrey Pfeffer

  It is essentially Oracle's business model in a lot of respects. With respect to that's what they do when they bought PeopleSoft. Yeah. They bought PeopleSoft for the customer list. Yes. Not to maintain the product. Yes. Not to maintain the PeopleSoft level of service.

• bearish criticism Jeffrey Pfeffer

  And in David Kaplan's book, The Silicon Boys, he has a wonderful story, which I retell in the book about a conversation about Larry Ellison, in which Kaplan asked Ed Oakes, a co-founder of Oracle, does Larry lie? And the response was, no, Larry doesn't lie. We prefer to say Larry has a problem with tenses, as in the product is available. Right. Vaporware.

• bearish criticism Nikesh Arora

  The biggest contrast for us is we like to buy a product which we can integrate and sell to customers. We have a go-to-market engine. I think if I'm going to buy a company at eight to ten times revenue, I'm just overpaying for customers and sales. I have all the customers already. Why would I pay eight to ten times revenue to buy a customer I already have it on a different product? So I'd rather buy the product, use my go-to-market capabilities, go sell them to the customer base, unless I can tak

• bullish fact_claim Chamath Palihapitiya

  oracle that just pretends an enormous amount of chips that are necessary and power and if you forecast

• bullish prediction David Friedberg

  I think that the TikTok deal and Ellison's role in TikTok is going to be instrumental in realizing potential future distribution.

• bullish endorsement David Sacks

  You see Oracle making a huge investment. You see Blackstone making huge investments, real estate companies. Ultimately, I think these are very savvy market players, very deep pocketed companies. And they're doing this because they see an ROI there at the end of the rainbow

VentureSignalScore 57.8/100 for oracle, composed from 1 of 4 components (emerging formula), discounted ×0.76 for 20% signal coverage