0:09 – Bob shares his impressions from last week’s fiscal Q3 earnings call, and how Larry Ellison has been one of the key drivers and architects of this greatest growth market the world has ever known.
0:46 – Ellison, close to 78 years old, still has energy, enthusiasm, feistiness vision, creativity, and appropriate level of competitive combativeness that has never been higher.
1:22 – The “predator” side of Ellison comes from his intense long-term battle with SAP as his number one goal is for Oracle to be the world leader in cloud ERP.
1:43 – Further, Ellison has gone after Amazon on the SQL database front where Amazon has had huge success with Aurora and Redshift for transactions and analytics.
2:31 – On the earnings call, Ellison went into detail on the goal to completely rewire, connect, and integrate the entire healthcare system.
2:57 – Bob quotes Ellison as saying, “For the healthcare industry…the benefits to Oracle are great. This is a mission, the benefits to every patient in the world are going to be enormous. So, we need to do this, because the pandemic has shown a variety of weaknesses in our healthcare systems. And now we have the technology to address those weaknesses. And that’s what we’re going to do.”