Oracle
American multinational computer corporation
Products
Subsidiaries
Every podcast mention of Oracle in one pod.
96 videos. Track how it's discussed, by whom, and what experts actually think.
Common Themes
Videos Mentioning Oracle
Palo Alto Networks CEO: "AI Found 5 Years of Bugs in 6 Weeks"
All-In Podcast
Mentioned as a provider of database software and a system of record for sales data.
It’s Already Happening: The AI Bubble No One’s Ready For
Tom Bilyeu
A software company that performed well through and after the dot-com bubble, emblematic of foundational technology infrastructure.
Security is Broken
GoogleTalksArchive
Mentioned as a database that can be targeted by SQL injection attacks.
Grid-based Integrated Bioinformatics Systems for High Throughput
GoogleTalksArchive
A database company with whom the speaker's group has relationships, due to challenges in representing biological data as trees or networks.
LH*RSP2P : A Scalable Distributed Data Structure for P2P Environment
GoogleTalksArchive
Marian Neat's current affiliation.
Ex-Goldman CEO: 3 sectors where I'm putting my money right now
My First Million
Cited as an example of a 'second tier' tech company, potentially riskier than hyperscalers.
Stanford MS&E435 Economics of the AI Supercycle | Spring 2026 | Building AI Factories
Stanford Online
A tenant at the Abilene, Texas AI computing campus, collaborating with OpenAI on Project Stargate.
The Agent Cloud: Databricks’ Bet on the Future of AI — Matei Zaharia and Reynold Xin
Latent Space
A multinational technology corporation, mentioned as an example of a legacy system in traditional enterprises and a past instance of vendor lock-in.
django: Web Development for Perfectionists with Deadlines
GoogleTalksArchive
A database system for which Djanggo support is planned, though it presents technical challenges.
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.
Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine
All-In Podcast
Cited as an example of a horizontal monolithic company with a unique system of record that is difficult to replicate, specifically concerning its General Ledger (GL) system.
The Man Who Calls BS On AI: They’re LYING About AI, 2027 Is When It All Breaks! | Ed Zitron
The Diary Of A CEO
A software company building massive data centers, whose future is presented as existentially tied to the spending of OpenAI.
Russia Puts The UK On Notice, AI Companies Call For Digital Safety, & IG Updates For Teens
Tom Bilyeu
A technology company that signed OpenAI's open letter on cyber defense.
Canada Just Committed Economic Suicide (And Ran to China)
Tom Bilyeu
Mentioned in Mark Ruffalo's tweet as having a business built on data, surveillance technology, and government contracts, tied to the Ellison family.
AI in Healthcare Series: Have We Already Bent the Healthcare Cost Curve?
Stanford Online
A major technology company that, along with EHR vendors, may need to adapt to AI's role in healthcare.
10 YR Treasury Yield is Going Vertical, Speedrunning 2008 Financial Crisis
Tom Bilyeu
Oracle's stock price plummeted due to delays in their latest AI data center, highlighting the precariousness of AI debt-based buildouts.
Anthropic IPO at Risk, Meta’s Muse Pop, Token Prices Fall, Open Source Gains Share, Alignment Fails
All-In Podcast
A software and cloud computing company, mentioned for issuing a force majeure event related to a data center, indicating potential infrastructure challenges in the AI buildout.