Oracle

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• bearish assessment Unattributed

  Oracle is B-tier. Compared to NVIDIA, we're all fucking B-tier assets.

• bullish endorsement Rene Haas

  And I think this all came together with a confluence of ambitious partners like Sam, ambitious partners like Larry Ellison and Oracle, and quite frankly, a new administration that was ready to take action in a very fast way.

• bullish assessment Unattributed

  Now you've got Oracle being a major player in the game because of Stargate.

• neutral fact_claim Brad Gerstner

  we know that there was construction and work going on in Abilene last year with Oracle. I assume that was kind of a direct relationship between the company and Oracle

• neutral fact_claim Steve Ballmer

  You had Oracle out there. Remember, there were still mainframes and mini computers. Those things were enterprise-ready. IBM had product still. You didn't have enterprise support.

• bullish assessment Bipul Sinha

  I would say late 90s and early 2000s, Oracle was a place that built very, very complex software. If you think about it, Oracle built a distributed system on Linux and one of the first largest scale company to be able to do that. And that was a courageous decision that Larry made. I distinctly remember going from Solaris to Linux as the core platform. And to be able to build a large scale distributed system in that time on a Linux as a platform was a great learning experience for a number of us.

• bullish assessment Unattributed

  And number two, it shows the reinvention of Oracle, right? Incredible, incredible. Left for dead in the 2000s, left for dead in the SaaS era, left for dead in the AI era, now coming back.

• neutral fact_claim Unattributed

  the KOTU team mapped out cloud revenue market share. And you have Oracle at 5%, Amazon 44 because of the success of AWS, Google 19, and Microsoft 30. And then you show right next to it the share of NVIDIA GPU allocation. Microsoft and Google are about equivalent 30 and 20 to what they have in the cloud revenue market share. Amazon, notably, 44% of cloud revenue market share, but only 20% of NVIDIA GPU allocation. And then Oracle jumps from 5 to 19. And CoreWeave comes out of nowhere to be 11.

• neutral fact_claim Brad Gerstner

  $300 million to AMD and Oracle

• bullish endorsement Steve Jobs

  Following in the footsteps of Oracle would be the best example.

• bullish endorsement Larry Ellison

  Larry Ellison said, 70% of the IT projects fail in the world. Larry advised the Next team to start a professional services group to ensure that the success rate is 100% on your projects.

• bullish assessment Unattributed

  Oracle and Bloomberg are the industry standard. Oracle charge a lot and there's free versions. There's open source Oracle, but they had all the database administrators. They had all the software that was tuned to work with them. They basically had a chokehold on the relational database market forever.

• mixed assessment Scott Bils

  I think it's it's there's some truth in what he's saying I think there certainly is a lot of of hype and and smoke around uh cloud and SAS but you know at the same time um you know he was also an early investor in netu and Salesforce so clearly Larry saw something in that model that was interesting to him so I think it's overall point that that things in in the it and computer industry tend to get overhyped as is valid but you know I think there is some some substance there that uh that is diffe

• mixed assessment Brett Piatt

  I think he's got a valid point to a certain extent is that uh I mean oracle's been providing services to for applications over networks for as long as they've been around... they've had their on demand Services here they've got a huge cloud data center in Austin that they've had for a number of years uh powering their their Oracle on demand offering does that make them a cloud company?

• bearish criticism Atif Rafiq

  we were in deep discussions one of the bigger players PeopleSoft and they turned around and accepted an offer from Oracle so that you know as you know when you're selling a company you want multiple bidders right right grow the price right and when the bidders are themselves getting bought then your leverage declines right so we we did sell the company the product lives on our our engineering talent carried the product forward and it's a it's a good product today but we weren't able to hit you k

• neutral fact_claim Chris Tolles

  if you look at Larry Ellison at Oracle he tried to sell all his stock he tried to get rid of his company and no one would buy it from him and then all of a sudden he's like damn I'm second richest man in the world

• neutral prediction Mike

  I'm sure money will exchange hands at some point they'll have to pay them a licensing fee respective java this in fact they're found in infringement and i'm sure it'll be this big drawn-out legal battle

• neutral assessment Unattributed

  this is the way companies try to keep each other in check i guess and to get their lawyers something to do

• bearish fact_claim Ray Wang

  they came back and said hey yeah we're using the cloud but we're not going to touch all Sor stuff

• neutral fact_claim Ray Wang

  instead of just going through one distribution Channel or being stuck on a specific language like net or Java or being stuck as an oracle partner IBM partner any person any company can get a product and solution into anybody's hands

• neutral fact_claim Ray Wang

  I've had roles doing software implementations uh at you know working on sap implementations working for product management at Oracle and people soft

• neutral fact_claim Ray Wang

  oracle's definitely done a 180

• neutral assessment Ray Wang

  he's probably a little bit upset that you know Mark benos been out there evangelizing this for so long and you know after last year where he said you know this stuff doesn't exist it's a fat it's like fashion you know I think we're just coming back and he's trying to get his way back in here and say well I'm more like Amazon and they're not

• bearish criticism Unattributed

  it doesn't make logical sense when a lot of these comments are flying back and forth It's almost like the CEOs and the leaders out there don't even understand technically what they're offering and this was a case with Larry Ellison and I it was just completely perplexing

• bearish criticism Unattributed

  he kind of raged against salesforce.com and he said you guys aren't really a cloud because you don't support virtualization well they don't need to support virtualization for what they do as a software as a service play

• bearish criticism Jason Calacanis

  do you really need to use like the big iron Oracle nonsense to get that done

• neutral fact_claim Gil Elbaz

  take an oracle um Oracle it's an amazing company but they don't actually provide any knowledge within their databases

• bearish criticism Dave Lemphers

  if we had other folks like oracle and um you know those kind of folks sap into the mix they they are very interested in getting a slice of the um very large potential markets for cloud and i think they tend to be um building the lilly you know to some degree and saying hey you know this thing that used to be called a mainframe or a kind of a cluster or some kind of enterprise dc equipment isn't our cloud um i i think is generally how they start to position that um kind of forecast

• neutral fact_claim Unattributed

  they were hosting oracle financials from a different provider called momentum they switched to a new provider still a hosted application still oracle financials they're just calling it cloud

• bearish assessment Jeff Lewis

  i'm looking at oracle i'm looking at ibm i'm looking at all the huge monster traditional enterprise players that are out there who are looking to basically capture a part of this market now the thing is they're in trouble a bit because you can't go out and push back against cloud everybody's going to push back against you and everybody's looking for a cloud strategy from these folks however you know if you look at the way that traditionally sells software hardware and software and even you know

• bearish criticism George Gallegos

  they just need an integration solution to touch their back office you know sap solution we can do that much easier much more quickly than say a big tip fusion middleware

• bearish assessment George Gallegos

  salesforce.com might be having some success in that big company and and maybe displacing some other legacy you know we'll prefer to see sql crm now as a legacy system even though they're owned by oracle

• neutral fact_claim George Gallegos

  they may have spent 5 million 10 million on a tibco or a fusion middleware or sap's netweaver and and they're not going to let go of that investment

• neutral fact_claim George Gallegos

  oracle but oracle on demand more so than the bigger applications that might be candidates for oracle's integration solution fusion middleware but the on-demand solution they turn it on they run it very quick you know they want to get it set up very quick so they want an integration solution to also be set up very quickly and very affordably so we see more interest coming from that sector within within oracle

• neutral assessment Unattributed

  so it's fragmented markets anybody's uh game currently going forward obviously the microsoft and oracles are you know kind of leading the way in the space from from from a infrastructure point of view but red hat's got a shot

• bullish assessment Unattributed

  okay oracle seems to be uh what people are gravitating to but there is the rds system there's there's some hadoop instances and there's lots of different ways you can do data in the cloud and if they're able to provide this thing at a good price point and being red hat they should be able to provide at a good price point i think lots of people are going to be interested in it

• bearish prediction Aaron Levie

  it won't be as dominant um dominantly Microsoft Oracle IBM going into the future it will look a lot more like Like An Open Marketplace

• bullish fact_claim Aaron Levie

  I wouldn't necessarily write out the microsofts and oracles and and what I mean Oracle classically just bought right now um a leading provider of uh of you know customers you know supporting the cloud and so these guys they'll make moves

• bearish assessment Aaron Levie

  Oracle um if you roll back like 11 or 12 years and and Larry ellon in the Press would actually talk about software as a service and how it was going to be this disruptive new model because he thought that he would be at the center of that that change right what ended up happening is he invested in in netsuite and salesforce.com and they ended up kind of you know owning that and then he spent about five years to seven or eight years sort of filibustering and and you know you know kind of applying

• bearish criticism Aaron Levie

  when you think about like how Oracle or Microsoft or IBM or sap goes to Market in the traditional Enterprise model they're basically building this technology for many many years right they're doing it kind of behind closed doors maybe they'll talk to some customers um maybe they'll kind of get what the needs are and then they'll finally package this

• neutral fact_claim Jason Calacanis

  So you'll see Samsung and Apple and Oracle and Google, it gets very personal. They, you know, they're vendetta based like Steve Jobs or Larry Ellison feels wronged and they just are going to go to bat forever to fight against these companies and then um they wind up getting settled.

• bullish endorsement Zach Nelson

  He knew more about what Oracle should do than anybody on the planet and how to get it in front of customers and how to position it.

• bullish assessment Zach Nelson

  And then I did the interview and I'm like, this is the best job in Silicon Valley. You had, you know, Larry, obviously really smart, first billionaire in California. You had all of this. He was the first billionaire in California. I didn't know that one. A tech billionaire. Yeah. Richest man in California at the time. Yeah. A billion. And you had all this technology and you had this great rebound.

• bearish fact_claim Unattributed

  Which is interesting because his big idea was, hey, I could take on the desktop PCs of the world, the Windows, the Apples of the world. I could just make that into an Oracle network computer and just have these dumb terminals or these terminals that are sending what's happening on the, on the cloud back and forth. That didn't work.

• neutral assessment Rob May

  oracle's doing some stuff now and Sap's doing some stuff but they seem like they relate to the game at least on their public announcements that I've seen

• neutral assessment Unattributed

  I thought gosh Oracle's such a cache with ceramic for like an established player you know and I think they might be doing amazing things you know but they're more sort of like the older standby of companies like the echos and the Oracles

• neutral fact_claim Unattributed

  the companies called a PRA APR 8 IL and it was purchased by Oracle

• bearish fact_claim Unattributed

  Oracle databases were wildly expensive and weren't there was a new database paradigm coming that would be cheaper and better

• bearish assessment Unattributed

  what's actually kind of chipped away at it has been you know these totally different way you know totally different requirements totally different product something that runs across a fleet of servers in the cloud you know it's just built completely differently for different use cases

• bearish assessment Unattributed

  there was traditional databases like Oracle with the emergence of these kind of consumer tech startups you had people that were like using data and a completely different way and they kind of built their own databases

• bearish assessment Unattributed

  we all hear about Oracle they've built this ginormous you know trillion dollar or business or whatever it is in terms of revenue over the last decade around the concept of these you know huge databases but the open source systems came in and challenged them or replace them or evolved them

• neutral fact_claim Mike Ghaffary

  something like you know Oracle or Salesforce you know especially Oracle right it used to be that to even get Oracle installed that would come with an army of Accenture consultants who would show up to your office you're like well I paid a million dollars just to install this thing I'm not gonna rip this out now all right and people have a hard time ignoring some cost and truly on the margin it's it's difficult for them to think about switching

• neutral fact_claim David Cowan

  Oracle is the is the you know best example of of elephant hunting rock star salespeople going out there bagging you know huge huge accounts

• bearish criticism David Cowan

  Oracle is the is the you know best example of of elephant hunting rock star salespeople going out there bagging you know huge huge accounts that was it that's what that was the play there was no yeah no bottom up top down no bottom up at all nobody really wanted to use Oracle it was all sold yeah that doesn't work now

• 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

1. 2028-03-21 it won't be as dominant um dominantly Microsoft Oracle IBM going into the future it will look a lot more like Like An Open Marketplace · Prediction · confirmed