Oracle’s rise from a 1977 startup to a $500 billion global titan is the story of how visionary founder Larry Ellison took a revolutionary IBM research paper on relational databases and outpaced the tech giants by thinking faster and acting bolder. Today, Oracle’s technology is woven into the infrastructure of banking, retail, and travel, making its database as indispensable as power lines—removing it would be nearly catastrophic. From hostile takeovers of competitors like PeopleSoft and Sun Microsystems to its dramatic pivot toward cloud computing and multi-cloud partnerships with AWS and Azure, Oracle has shown relentless adaptability. The company is known both for world-class engineering and aggressive sales tactics, creating high-value “lock-in” that enterprise customers depend on despite grumbling. Now, with innovations like the Autonomous Database and expansion into AI, Oracle continues to thrive under Ellison’s founder-led strategy, proving that in the world of enterprise tech, reliability and integration win—even in an era of cloud disruption.
Full transcript: https://empor.top/us/ORCL.html
Covering:
I. Introduction & Cold Open
II. Origins: Larry Ellison & The Founding Story (1944-1977)
III. The Database Wars & Going Public (1977-1990)
IV. The Internet Era & Failed NC Computer (1990s)
V. The Acquisition Spree: Building Through M&A (2000-2010)
VI. The Cloud Transformation (2010-2020)
VII. Modern Era: Multi-Cloud Strategy & AI Revolution (2020-Present)
VIII. Playbook: The Oracle Way
IX. Power Analysis & Competitive Dynamics
X. Bear vs. Bull Case
XI. Epilogue: Legacy & Future
