Topic: Larry Ellison

29 chapters across the catalog

Moral Injury
Episode 1837 1:22:48 - 1:27:02

1837: Moral Injury

TikTok Ownership Deal, Oracle, Larry Ellison

President Trump signed executive orders delaying the TikTok ban to allow U.S. investors, led by Oracle's Larry Ellison, to negotiate a deal with the Chinese parent company. Oracle will now manage TikTok's data security and algorithms, moving control into American hands. The new policy allows for sweeping data collection for customized ads, mirroring the practices previously criticized when the app was under Chinese control.

CIS-Lunar
Episode 1827 1:47:58 - 1:51:27

1827: CIS-Lunar

TikTok Sale to American Investors and Oracle

The owners of TikTok have reportedly signed a deal to sell the app to a group of American investors, including Oracle and Silver Lake. The sale follows a congressional ban and executive orders from President Trump, though the deal reportedly does not include the app's proprietary algorithm. The hosts discuss the value of TikTok's "eyeballs" and speculate on the involvement of Larry Ellison in the acquisition.

Lunchbox
Episode 1813 12:08 - 17:34

1813: Lunchbox

Glenn Greenwald Criticizes Larry Ellison and David Ellison

Glenn Greenwald appeared on the Valuetainment platform to discuss the acquisition of Paramount and CBS by David Ellison. Greenwald highlighted Larry Ellison's status as a major donor to the Friends of the IDF, questioning the legality and ethics of American citizens funding foreign militaries. The hosts contrast this portrayal with their personal experiences with Larry Ellison, noting his primary passion has historically been competitive sailing rather than geopolitics.

Lunchbox
Episode 1813 27:14 - 32:57

1813: Lunchbox

TikTok Ownership and the ADL Influence Allegations

Allegations have surfaced suggesting the Anti-Defamation League (ADL) pressured the Biden administration to ban or force the sale of TikTok due to pro-Palestinian content on the platform. Larry Ellison is identified as a major player in the consortium taking over the app's U.S. operations. The hosts discuss whether the ban was truly about Chinese espionage or rather a move to protect the advertising revenue of Google and Meta.

NA Era
Episode 1811 44:03 - 53:36

1811: NA Era

TikTok Divestment Deal, Algorithm Control and John Moolenaar

The U.S. government reaches a final deal regarding the divestment of TikTok from ByteDance, with a 20% stake remaining for the Chinese entity. Representative John Moolenaar discusses national security concerns regarding the app's recommendation algorithm and the need for American oversight. Potential investors in the new American-controlled TikTok include Michael Dell, Lachlan Murdoch, and Larry Ellison.

Taproot
Episode 1799 2:20:01 - 2:24:30

1799: Taproot

Oracle Revenue Projections, OpenAI, AI Spending Loop

Oracle shares surged following a massive revenue backlog, largely driven by a $100 billion cloud contract with OpenAI. Analysts describe an "AI spending loop" where OpenAI's fundraising bankrolls legacy giants like Oracle to build compute power. Sam Altman is reportedly seeking to "out-Elon" competitors by developing custom chips and consumer devices, while skeptics question the long-term math of the trillion-dollar capex wave.

Adam & The Robot
Episode 1798 1:32:04 - 1:37:10

1798: Adam & The Robot

Oracle Stock Surge and Larry Ellison's Net Worth

Oracle shares surged nearly 36% following a bullish revenue forecast, briefly making founder Larry Ellison the world's richest person. The growth is attributed to massive cloud infrastructure contracts, including a deal with OpenAI to develop 4 gigawatts of data center capacity. The hosts compare Ellison's long-standing rivalry with Bill Gates and question the long-term profitability of the AI boom.

Adam & The Robot
Episode 1798 1:37:10 - 1:41:27

1798: Adam & The Robot

Larry Ellison on AI Cancer Vaccines and Surveillance

During a "Stargate" launch event, Larry Ellison detailed his vision for AI-driven healthcare, including 48-hour personalized mRNA cancer vaccines. He also described a future where AI constantly monitors police body cameras and citizen activities to ensure "best behavior." The hosts compare this vision of total surveillance to the television series Black Mirror.

Dead Feathered
Episode 1795 39:43 - 41:18

1795: Dead Feathered

CBS Ownership, Skydance and CIA Influence

The hosts speculate that the acquisition of CBS by Skydance, led by Larry Ellison's son, represents a move by the intelligence community to correct the network's ideological drift. They suggest that Oracle's historical ties to the CIA indicate a restructuring of CBS to better align with agency messaging. This observation follows a perceived decline in the quality and audience reach of CBS news programming.

Mackerels
Episode 1785 2:08:11 - 2:13:11

1785: Mackerels

Podcast Industry Slowdown, Sam Altman Car Collection

The hosts discuss a general "slowdown" in the podcasting industry and listener engagement. The conversation shifts to the exotic car collections of tech billionaires, noting Sam Altman's McLaren F1 and Larry Ellison's Bugatti, as well as Glenn Beck's classic Bugatti.

Dadgum
Episode 1783 35:27 - 41:01

1783: Dadgum

Larry Ellison, AI Surveillance Drones and Police Monitoring

Oracle co-founder Larry Ellison proposed a future where AI constantly records and monitors citizens and police officers to ensure "best behavior." Ellison suggested using autonomous drones to replace high-speed police chases and monitor shopping centers. The hosts criticize this vision as dystopian and point to the failure of current law enforcement in cities like Oakland, where rampant crime recently forced the closure of an In-N-Out Burger.

Pell-Mell
Episode 1752 1:05:16 - 1:07:27

1752: Pell-Mell

TikTok Divestiture, Amazon Bid and Oracle Competition

Amazon has reportedly submitted a last-minute bid to acquire TikTok's U.S. operations ahead of a federal divestiture deadline. Oracle, led by Trump supporter Larry Ellison, remains a primary contender for the acquisition. President Trump is scheduled to meet with Vice President J.D. Vance to weigh these options, though any deal requires approval from Chinese regulators who may use the app as leverage in trade negotiations.

Sig Hale
Episode 1732 31:51 - 36:20

1732: Sig Hale

Stargate Announcement, Larry Ellison and AI Data Centers

The Stargate initiative is officially announced as a joint venture between OpenAI, SoftBank, and Oracle to build AI infrastructure in the United States. A business correspondent's report is critiqued for misidentifying Oracle Chairman Larry Ellison as "Joe Ellison." The project is expected to create 100,000 American jobs through the rapid development of massive data centers.

Sig Hale
Episode 1732 40:06 - 44:12

1732: Sig Hale

DeepSeek AI Model, Larry Ellison on Cancer Vaccines

China's DeepSeek releases an open-source AI model that reportedly matches OpenAI's performance at a fraction of the training cost. Meanwhile, Larry Ellison discusses the future of AI in healthcare, specifically the ability to design individual mRNA cancer vaccines within 48 hours. Critics argue these developments are therapies rather than traditional vaccines and question the role of government funding.

Sig Hale
Episode 1732 45:49 - 48:58

1732: Sig Hale

Trump TikTok Negotiation, Larry Ellison and Trillion Dollar Valuation

President Trump discusses the potential sale of TikTok during a live media event, suggesting Larry Ellison as a possible buyer. Trump proposes a deal where the U.S. government would receive a significant portion of the sale price in exchange for a permanent operating permit. He estimates the platform's value at one trillion dollars if granted legal certainty in the American market.

Gorgeous
Episode 1694 1:33:00 - 1:36:38

1694: Gorgeous

Larry Ellison, Oracle Earnings, AI Infrastructure Investment

Oracle Chairman Larry Ellison discussed the company's 2025 guidance and the massive infrastructure requirements for artificial intelligence. Ellison, who recently transitioned to Chief Technology Officer, emphasized that the "race goes on forever" to build better neural networks. Oracle's stock performance remains tied to its ability to provide the compute power necessary for the next generation of AI models.

Gorgeous
Episode 1694 1:36:38 - 1:39:35

1694: Gorgeous

Frontier AI Models, $100 Billion Entry Price, Cancer Detection Claims

Larry Ellison stated that the entry price for a "frontier" AI model will soon reach $100 billion over the next four to five years. He claimed that specialized AI models will revolutionize healthcare by detecting cancer through blood tests and CAT scans. These assertions are compared to the failed promises of Theranos, questioning the actual utility of AI in medical diagnostics.

Gorgeous
Episode 1694 1:39:36 - 1:45:10

1694: Gorgeous

AI Monetization Challenges, Medical Scribes, Oracle Application Strategy

During an earnings call, Larry Ellison struggled to explain how Oracle would specifically monetize generative AI beyond its existing application suite. He described AI features that listen to doctor-patient consultations to update health records and draft prescriptions, services that are already largely available. Ellison admitted that AI is not something sold separately but is integrated into the user interface, raising questions about the return on massive AI investments.

Twigs
Episode 1653 36:09 - 42:35

1653: Twigs

Global Disinformation Index Blacklisting of UnHerd

UnHerd discovered it was placed on a "Dynamic Exclusion List" by the Global Disinformation Index (GDI), which effectively blocked its ad revenue. The GDI cited "anti-LGBTQI+ narratives" and the publication of gender-critical feminists like Kathleen Stock as the reason for the blacklisting. The hosts discuss how technical platforms like Oracle's Grapeshot use these third-party ratings to enforce ideological censorship across the internet.

French Rats
Episode 1448 41:26 - 44:42

1448: French Rats

Elon Musk, Twitter Acquisition, Disinformation Governance Board

Elon Musk has secured financing for his Twitter purchase through partners like Larry Ellison and Binance. This acquisition is discussed alongside the creation of the DHS Disinformation Governance Board. CNN's David Zurawik is featured arguing for government regulation of communication channels to prevent individuals like Musk from controlling public discourse.