https://minutesof.com/on/oracle/ Everyone on the record about oracle: 16 verbatim quotes from 3 people, November 2024 to November 2025, in one chronology, each with a timestamp and a link… en Mon, 31 Aug 2026 13:18:08 +0000 https://minutesof.com/q/ea3cf02f-7d0e-4bca-b768-9af08fb48270/ https://minutesof.com/q/ea3cf02f-7d0e-4bca-b768-9af08fb48270/ “Oracle is going from like one fifth your size to bigger than you by end of twenty twenty seven.” — Dylan Patel, Dwarkesh Patel Wed, 12 Nov 2025 17:02:10 +0000 oracle https://minutesof.com/q/9d939364-935e-49b0-bfb0-a82db55de288/ https://minutesof.com/q/9d939364-935e-49b0-bfb0-a82db55de288/ “like Oracle is going from like one fifth your size to bigger than you by end of twenty twenty seven.” — Dylan Patel, Dwarkesh Patel Wed, 12 Nov 2025 17:02:10 +0000 oracle https://minutesof.com/q/4f1a803b-02b6-4160-a021-a571922390fd/ https://minutesof.com/q/4f1a803b-02b6-4160-a021-a571922390fd/ “Now, of course, the bet is a bit like there's a bit more security in the bet in that Oracle really only needs to secure the data center capacity.” — Dylan Patel, a16z Mon, 22 Sep 2025 13:01:51 +0000 oracle https://minutesof.com/q/c6681870-7b3d-4498-a68c-5822a6af03c1/ https://minutesof.com/q/c6681870-7b3d-4498-a68c-5822a6af03c1/ “OpenAI, which signed a $300,000,000,000 plus deal with with Oracle, will actually be able to pay $300,000,000,000, right, across raising capital and revenue?” — Dylan Patel, a16z Mon, 22 Sep 2025 13:01:51 +0000 oracle https://minutesof.com/q/df81a8a9-806b-4854-8442-77e444c16727/ https://minutesof.com/q/df81a8a9-806b-4854-8442-77e444c16727/ “Oracle gave a guidance of four years. They told everyone what their revenue is gonna be for the next four years. No company has ever done that. A lot of companies only guide a quarter.” — Dylan Patel, David Ondrej Thu, 18 Sep 2025 16:14:25 +0000 oracle https://minutesof.com/q/69b97c71-6f05-4d9c-a31d-de2f4939e642/ https://minutesof.com/q/69b97c71-6f05-4d9c-a31d-de2f4939e642/ “Oracle gave a guidance of four years. They told everyone what their revenue is gonna be for the next four years. No company has ever done that.” — Dylan Patel, David Ondrej Thu, 18 Sep 2025 16:14:25 +0000 oracle https://minutesof.com/q/794ae51e-d9a2-4787-9473-c5976f458ff5/ https://minutesof.com/q/794ae51e-d9a2-4787-9473-c5976f458ff5/ “It is literally many gigawatts. And then in addition, right, not just about securing OpenAI ridiculous amounts of compute, but what what was really interesting is Oracle gave a guidance of four years.” — Dylan Patel, David Ondrej Thu, 18 Sep 2025 16:14:25 +0000 oracle https://minutesof.com/q/790e77d4-3a09-4416-bb78-e4fa70def487/ https://minutesof.com/q/790e77d4-3a09-4416-bb78-e4fa70def487/ “Jensen Huang said over in Paris this week, he estimates a trillion and a half of AI compute build out” — Brad Gerstner, CNBC Television Thu, 12 Jun 2025 17:50:39 +0000 oracle https://minutesof.com/q/67003e24-58a2-497e-9279-9b4b9d6e91cc/ https://minutesof.com/q/67003e24-58a2-497e-9279-9b4b9d6e91cc/ “They're potentially rolling in assets from Oracle that are in Abilene. There's a company called Crusoe that's been involved in in the the build of that.” — Bill Gurley, CNBC Television Fri, 24 Jan 2025 21:30:16 +0000 oracle https://minutesof.com/q/aa50dd43-a1af-443a-a084-7b771193c3bc/ https://minutesof.com/q/aa50dd43-a1af-443a-a084-7b771193c3bc/ “Oracle's spending, like, $10,000,000,000 plus for them this year to build out data centers and GPUs, right, for OpenAI, not Microsoft, interestingly enough.” — Dylan Patel, Unsupervised Learning: With Jacob Effron Tue, 21 Jan 2025 14:00:12 +0000 oracle https://minutesof.com/q/f4a00eaf-fed3-4dea-a067-e732b81c228e/ https://minutesof.com/q/f4a00eaf-fed3-4dea-a067-e732b81c228e/ “Oracle was planning to have, like, 20% of their capacity in Malaysia. So now it's like, what do I do with these data centers that I was gonna build?” — Dylan Patel, Unsupervised Learning: With Jacob Effron Tue, 21 Jan 2025 14:00:12 +0000 oracle https://minutesof.com/q/952f2c76-45ba-4724-a635-0c10701a3626/ https://minutesof.com/q/952f2c76-45ba-4724-a635-0c10701a3626/ “for one fifth of the site, they're paying something like $12,500,000,000 over the next five years. So this is an extremely large amount of money that they're spending on just one specific site” — Dylan Patel, Scaling Intelligence Tue, 12 Nov 2024 04:17:00 +0000 oracle https://minutesof.com/q/58cb4df9-acea-480b-8af4-0b91ab6d00bd/ https://minutesof.com/q/58cb4df9-acea-480b-8af4-0b91ab6d00bd/ “So for one fifth of the site, they're paying something like $12,500,000,000 over the next five years.” — Dylan Patel, Scaling Intelligence Tue, 12 Nov 2024 04:17:00 +0000 oracle https://minutesof.com/q/b0202054-42e7-4268-983f-096f72fe9917/ https://minutesof.com/q/b0202054-42e7-4268-983f-096f72fe9917/ “So that's four of these buildings with Oracle. And this site is gonna be a gigawatt. So for one fifth of the site, they're paying something like $12,500,000,000 over the next five years.” — Dylan Patel, Scaling Intelligence Tue, 12 Nov 2024 04:17:00 +0000 oracle https://minutesof.com/q/77bb9fd8-374c-4dd6-9378-89d774c7068b/ https://minutesof.com/q/77bb9fd8-374c-4dd6-9378-89d774c7068b/ “Again, a gigawatt is like 500,000 plus GPUs. That's billions, tens of billions of dollars. So OpenAI signed a deal for just 200 megawatts.” — Dylan Patel, Scaling Intelligence Tue, 12 Nov 2024 04:17:00 +0000 oracle https://minutesof.com/q/ca6793e5-5269-4f36-ad51-e3ee019b1ec2/ https://minutesof.com/q/ca6793e5-5269-4f36-ad51-e3ee019b1ec2/ “OpenAI can't get enough compute from Microsoft, so then they're also going to Oracle. And Oracle's building another gigawatt scale data center eventually. Again, a gigawatt is like 500,000 plus GPUs.” — Dylan Patel, Scaling Intelligence Tue, 12 Nov 2024 04:17:00 +0000 oracle