Oracle
American multinational computer corporation
Products
Subsidiaries
Every podcast mention of Oracle in one pod.
80 videos. Track how it's discussed, by whom, and what experts actually think.
Common Themes
Videos Mentioning Oracle
Cyber Center
GoogleTalksArchive
A database system mentioned as handling schema matching and other front-end work for the E.coli Hub project.
One Chinese AI Model Wiped Out $1 Trillion In A Single Day — And They're Just Getting Started
Tom Bilyeu
Had its worst week since the dotcom crash due to AI buildout financing concerns and is spending a high percentage of its revenue on AI.
US Hits Iranian Infrastructure. DSA Commits Treason? Spencer Pratt’s Bombshell Accusation
Tom Bilyeu
A database technology company cited for its significant investment in data center capacity and the risk of non-payment from AI clients like OpenAI.
The Trillion-Dollar Industries AI Is Disrupting: Voice, Law & the End of the Billable Hour
All-In Podcast
Provides cloud infrastructure for AI companies, enabling them to train and deploy models at scale and offers AI platforms grounded in enterprise data.
Big Tech Ran Out Of Ideas — And AI Is The Cover Story — We Had To React
Tom Bilyeu
Highlighted as a risky investment due to building massive data center capacity (7.1 GW) for OpenAI, with potential non-payment risks.
The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
All-In Podcast
Referenced in the context of proprietary server software, which was eventually challenged by open-source alternatives like Apache.
Patrick Collison: "What If You Succeed?"
Y Combinator
The company founded by Larry Ellison, known for its long-term dedication from its founder.
Raoul Pal on Why China Is Dumping Dollars For Gold Right Now
Tom Bilyeu
Mentioned for its credit spreads as an indicator for the AI super cycle, and as an interesting current investment opportunity due to Larry Ellison's aggressive compute build-out.