Oracle

1994

Amazon's early engineer Shel Kaphan chose Oracle as the database after Sybase failed to return his call.

“And Sybase did not return Shell's call. And so he chose Oracle.”

Acquired · Amazon.com, 1:10:07

2010s

Belden says that ten years ago, choosing an ERP system effectively meant choosing between SAP and Oracle.

“Ten years ago, if you said you got to pick an ERP system, you would have said, well, okay, it's got to be SAP, or it's gonna be Oracle.”

John Belden · The Hidden Risk in Every Enterprise AI Vendor Contract - with John Belden of UpperEdge, 0:05:40

2019

Amazon.com did not finish migrating off Oracle databases onto AWS database products until 2019.

“Amazon.com did not finish their migration off of Oracle databases and onto AWS products until 2019”

Acquired · Amazon Web Services, 1:47:15

2021

Oracle acquired Cerner for $28 billion in December 2021.

“December 2021, as we've been alluding to, Cerner gets bought by Oracle for $28 billion.”

Acquired · Epic Systems (MyChart), 2:44:29

2025

Tim Crawford observed that OpenAI, Oracle and Meta are pushing toward ever larger AI models, and he expects enterprises to shift toward smaller, more specific models.

“it's kind of crazy when you look at the whole OpenAI, Oracle, Meta, and they're just driving toward bigger, bigger, bigger.”

Tim Crawford · CIO Advice on AI: How Chief Information Officers Can Lead in 2025 | CXOTalk #898, 0:29:46

Undated

Amazon targeted gross and operating margins of 20 to 40 percent for AWS, which the host says was unattractive to incumbents earning around 80 percent gross margins.

“Amazon targeted gross margins and operating margins for AWS in the 20 to 40% range.”

Acquired · Amazon Web Services, 1:30:59

Undated

Moura says a person from Oracle told him that Oracle was using CrewAI in production when CrewAI was still only an open-source project.

“I remember this person approaching me and saying, like, Hey, we are Oracle, we're using we're using CrewAI in production.”

João Moura · The rise of AI agents, 0:12:30

Undated

Tony Robbins says Marc Benioff attended several of his seminars before leaving Oracle to start Salesforce.

“He actually came to 4, I think, or 5 of my seminars originally in a row, same seminar.”

Tony Robbins · Tony Robbins: No One Is Ready For What's Coming! Why The Next Decade Will Break People!, 1:36:33

Undated

Belden says SAP and Oracle own the context of ERP systems today, which he thinks gives them an advantage over Anthropic, OpenAI and AWS.

“big providers like SAP and Oracle, they own the context today for the ERP system, right?”

John Belden · The Hidden Risk in Every Enterprise AI Vendor Contract - with John Belden of UpperEdge, 0:19:32

Undated

Baldwin says IBM sees 20 to 40 percent productivity gains in large platform implementations such as SAP and Oracle.

“we're getting productivity gains of twenty, thirty, 40% in those types of, uh, programs and and projects.”

Andy Baldwin · The CIO Agenda for AI (with IBM Consulting), 0:27:32

Undated

Paul Copplestone cited a claim that only about 5% of Oracle workloads by revenue ran in the cloud.

“it was like one year ago, someone said that only 5% of Oracle workloads by revenue ran in the cloud.”

Paul Copplestone · Why Agents Love Supabase, 0:48:12