Oracle is destined to beat Amazon at cloud database: Larry Ellison

Fox Business

AI-assisted summary of Oracle is destined to beat Amazon at cloud database: Larry Ellison — original source. Check the original for full context.

Source published: 2018-10-27

Key ideas

Larry Ellison argues that Amazon still runs its core retail business on Oracle Database, citing an additional $50 million spent on Oracle software despite public plans to migrate off by 2020. (0:01)
Oracle claims its autonomous cloud database operates 10 times faster and 10 times cheaper than competing database services offered on AWS. (0:01)
Ellison downplays competitor database offerings, asserting Amazon Aurora is derived from open-source MySQL and noting 95% to 98% of SAP's business remains dependent on Oracle. (3:06)
Framing the current market as a tech fashion cycle, Ellison states Oracle's primary remaining objective is to dethrone market-leader Amazon in cloud databases. (6:23)

Detailed notes

## Background Published on YouTube by Fox Business on October 27, 2018, this interview features Oracle Co-Founder and Executive Chairman Larry Ellison in conversation with Maria Bartiromo. According to the page description, Ellison discusses how all of the world's important and valuable data is stored in an Oracle database.

## TL;DR Larry Ellison asserts that Oracle holds an enduring technological advantage over Amazon Web Services, revealing that Amazon still spent $50 million in the past year to run its core business on Oracle Database after warehouse migration efforts resulted in major outages. He deconstructs rival architectures, highlighting that Amazon Aurora is built upon Oracle-owned MySQL and noting that between 95% and 98% of SAP's business remains dependent on Oracle databases. Although conceding that Oracle lagged in migrating to the cloud to ensure security, Ellison claims its autonomous database runs workloads ten times faster and ten times cheaper than AWS. Reflecting on his personal rise from the South Side of Chicago and Yosemite Valley, Ellison concludes by defining his ultimate remaining business goal as defeating Amazon in the cloud database market.

## Atmosphere & style The interview exudes an air of calm, seasoned confidence, pairing Bartiromo's respectful framing with Ellison's dry, unapologetic swagger. Ellison delivers sharp corporate critiques of Amazon and SAP with relaxed ease, treating fierce enterprise software rivalries almost like casual sports commentary. The mood transitions naturally between combative market analysis and nostalgic personal reflection, leaving the impression of an elder tech statesman who remains relentlessly competitive and energized by the prospect of toppling the industry's reigning favorites.

## Bulletin - [00:01](https://www.youtube.com/watch?v=xrzMYL901AQ&t=1s) Larry Ellison argues that Amazon still runs its core retail business on Oracle Database, citing an additional $50 million spent on Oracle software despite public plans to migrate off by 2020. - [00:01](https://www.youtube.com/watch?v=xrzMYL901AQ&t=1s) Oracle claims its autonomous cloud database operates 10 times faster and 10 times cheaper than competing database services offered on AWS. - [03:06](https://www.youtube.com/watch?v=xrzMYL901AQ&t=186s) Ellison downplays competitor database offerings, asserting Amazon Aurora is derived from open-source MySQL and noting 95% to 98% of SAP's business remains dependent on Oracle. - [06:23](https://www.youtube.com/watch?v=xrzMYL901AQ&t=383s) Framing the current market as a tech fashion cycle, Ellison states Oracle's primary remaining objective is to dethrone market-leader Amazon in cloud databases.

## Key takeaways - [00:01](https://www.youtube.com/watch?v=xrzMYL901AQ&t=1s) Ellison likens the tech sector to the fashion industry, where brands like IBM previously—and Amazon today—enjoy periods of dominant market popularity. - [00:01](https://www.youtube.com/watch?v=xrzMYL901AQ&t=1s) Amazon invested an additional $50 million into Oracle Database capacity in the prior year despite public commitments to fully migrate off Oracle by 2020. - [00:01](https://www.youtube.com/watch?v=xrzMYL901AQ&t=1s) An attempted migration of Amazon's warehouse fulfillment operations off Oracle triggered a massive outage documented in an internal incident memo. - [00:01](https://www.youtube.com/watch?v=xrzMYL901AQ&t=1s) Ellison concedes Oracle was late in transitioning its database to the cloud, driven by the engineering time needed to architect a secure cloud environment. - [00:01](https://www.youtube.com/watch?v=xrzMYL901AQ&t=1s) Oracle claims its autonomous database delivers benchmarks that are 10 times faster and 10 times cheaper than Amazon's database alternatives. - [03:06](https://www.youtube.com/watch?v=xrzMYL901AQ&t=186s) Ellison maintains Oracle holds a 10- to 20-year technological lead over Amazon in core database software development. - [03:06](https://www.youtube.com/watch?v=xrzMYL901AQ&t=186s) Amazon Aurora is built upon MySQL, an open-source database engine that Oracle owns and maintains via its Sun Microsystems acquisition. - [03:06](https://www.youtube.com/watch?v=xrzMYL901AQ&t=186s) Despite a decade of promoting SAP HANA to displace Oracle, between 95% and 98% of SAP's software workloads continue to run on Oracle infrastructure. - [03:06](https://www.youtube.com/watch?v=xrzMYL901AQ&t=186s) A European Union study revealed that 99 out of the top 100 SAP enterprise corporate customers ran on Oracle databases. - [03:06](https://www.youtube.com/watch?v=xrzMYL901AQ&t=186s) Ellison cites Microsoft CEO Satya Nadella's reported remark naming Oracle Database as the single piece of software he would most want to own. - [06:23](https://www.youtube.com/watch?v=xrzMYL901AQ&t=383s) Ellison's early career involved balancing freelance computer programming with working as a rock-climbing and river-rafting guide in Yosemite. - [06:23](https://www.youtube.com/watch?v=xrzMYL901AQ&t=383s) Oracle was originally founded with the modest ambition of creating a 50-person company of colleagues who enjoyed working together. - [06:23](https://www.youtube.com/watch?v=xrzMYL901AQ&t=383s) Oracle has expanded into an enterprise serving roughly 440,000 customers across 145 countries with approximately 150,000 employees. - [06:23](https://www.youtube.com/watch?v=xrzMYL901AQ&t=383s) Ellison defines his ultimate competitive goal as beating Amazon in cloud databases, comparing the pursuit to defeating the Golden State Warriors.

## Detailed walkthrough ### [00:01](https://www.youtube.com/watch?v=xrzMYL901AQ&t=1s) The Tech Fashion Cycle and Amazon's Reliance on Oracle

Maria Bartiromo opens the interview by welcoming Oracle Co-Founder and Executive Chairman Larry Ellison, introducing him as one of Silicon Valley’s biggest titans, often called the “godfather of technology” and the “Iron Man of business.” Pointing out his status as an industry statesman who has watched tiny startups grow into giants attempting to unseat him, Bartiromo asks Ellison to assess the current state of technology and describe what strikes him most about the industry’s evolution over recent years. Ellison responds by drawing a comparison between high technology and haute couture: “Sometimes I liken the computer industry to the fashion industry, that certain brands get very, very popular.” When he first broke into computing, IBM held that aura; it was not merely a rival firm, but the overarching environment in which everyone else had to operate. Today, Ellison observes, Amazon has assumed the mantle of the top brand in cloud infrastructure.

```mermaid flowchart TD accTitle: Oracle Cloud Database Cost and Performance Advantage accDescr: Diagram illustrating Oracle's claimed benchmark advantages over AWS.

subgraph AWS["Amazon Web Services (AWS)"] A["Amazon Infrastructure / Databases"] end

subgraph OCI["Oracle Cloud Infrastructure"] B["Oracle Autonomous Database"] end

B -->|"10x Faster Execution"| A B -->|"10x Lower Cost to Run"| A ```

Ellison quickly pivots to what he calls an “interesting fact” that undercuts Amazon’s marketing narrative: Amazon does not actually rely on AWS to run its own retail and operations empire. Instead, Amazon runs its entire business on top of the Oracle Database because its own platform simply is not up to the task. Ellison points out the paradox of Amazon pouring another $50 million into purchasing more Oracle Database capacity just the prior year while simultaneously declaring that they plan to migrate off Oracle completely by 2020. Recounting an internal Amazon memo, Ellison notes that when Amazon attempted to shift several of its major warehouse fulfillment systems away from Oracle, the system collapsed into a massive outage, with the memo stating the failure would not have occurred had they remained on Oracle. Ellison concedes Oracle made a critical strategic error by not bringing its database to the cloud sooner, explaining that engineering a truly secure cloud architecture took considerable time. However, he asserts that Oracle has now arrived with unmatched benchmarks, delivering performance that is ten times faster and ten times cheaper than Amazon.

- Amazon spent an additional $50 million buying Oracle Database software in the preceding year despite publicly stating plans to migrate away by 2020. - An attempt by Amazon to migrate retail warehouse management off Oracle resulted in a major outage, documented in an internal Amazon incident memo. - Ellison claims independent benchmark testing demonstrates the Oracle Database runs identical workloads ten times faster and ten times cheaper than Amazon’s cloud databases. - “Amazon does not use AWS to run their business,” Ellison reveals. “Amazon runs their entire business on top of Oracle, on top of Oracle Database.” - Reflecting on Oracle's past missteps, Ellison acknowledges: “Well, we didn't get our database to cloud quickly enough. So if you wanted a cloud database, you had to go to Amazon for a database, and then you're able to go to Microsoft for a database. It took us a while for us to build a secure cloud.”

---

[03:06](https://www.youtube.com/watch?v=xrzMYL901AQ&t=186s) Competitors Running on Oracle: Aurora, MySQL, and SAP HANA

Bartiromo expresses astonishment that Amazon remains a paying customer while Oracle continually pokes and challenges them publicly. Ellison dismisses Wall Street skepticism about Oracle's survival, emphasizing that Oracle holds a 10- to 20-year technological lead over Amazon in core database software. To illustrate his point, Ellison deconstructs Amazon Aurora, Amazon's flagship transaction-processing database. He argues that Amazon did not engineer the database from scratch, but rather adapted the open-source MySQL project and closed-sourced it for AWS. Because Oracle acquired Sun Microsystems, Oracle owns and maintains the MySQL code base. Ellison mocks the idea that Amazon’s repurposed branch of an open-source tool could displace enterprise Oracle engines: “That’s our small open source database that they claim is their big transaction processing database that’s going to replace Oracle. It’s just preposterous.”

Ellison expands on this dynamic by pointing out that SAP—another primary adversary—has spent an entire decade attempting to eliminate Oracle from its stack. Ten years prior, SAP announced it despised Oracle and introduced SAP HANA to eliminate Oracle products entirely. Yet despite those ambitions, virtually all of SAP's core offerings and cloud acquisitions, such as SuccessFactors and Ariba, remain dependent on Oracle infrastructure. Ellison shares that 95% to 98% of SAP’s overall software workload still executes on Oracle. He cites a European Union study examining the top 100 SAP corporate customers across Europe, which found that 99 out of the 100 were running their SAP instances on an Oracle database, while the remaining single customer ran IBM. After spending decades competing against and beating IBM and Microsoft, Oracle has transformed its engine into the world's first autonomous system. Ellison caps the argument by referencing Microsoft CEO Satya Nadella, who, when asked which piece of software in the world he would want to possess if given only one choice, allegedly picked the Oracle Database due to its monopoly on holding mission-critical global enterprise records.

- Amazon Aurora is built upon MySQL, an open-source database owned, developed, and maintained by Oracle. - An EU regulatory study of the top 100 European SAP enterprise clients found 99 ran on Oracle Database, while 1 ran on IBM. - Despite marketing SAP HANA as an Oracle replacement for a decade, between 95% and 98% of SAP's business and acquisitions (including SuccessFactors and Ariba) still run on Oracle. - “The Oracle Database beat IBM in the database business, beat Microsoft in the database business,” Ellison emphasizes. “We've been in this business for 20 years constantly making our database better. Now it's the world's first autonomous system.” - Underscoring the centrality of the product, Ellison recounts: “Satya Nadella was asked if I could have any piece of software in the world, what would it be, and he said the Oracle Database. Because it's the information age, and all the world's valuable information is stored in an Oracle Database.”

---

[06:23](https://www.youtube.com/watch?v=xrzMYL901AQ&t=383s) From Yosemite and the South Side of Chicago to Beating Amazon

Bartiromo transitions the conversation to Ellison’s personal journey, reflecting on his rise from an impoverished upbringing on the South Side of Chicago to dropping out of college and eventually amassing immense wealth—including private jets, car collections, real estate estates, and owning the Hawaiian island of Lanai. She asks him how that background shaped the competitive drive that keeps him hungry decades later. Ellison jokes about his upbringing, explaining, “I had all the disadvantages necessary for success, you know? When you're raised on South Side of Chicago, you probably want to move someplace nicer.” He credits an innate curiosity, ambition, and the resilience forged by hardship for propelling him forward.

Ellison recalls relocating to Northern California right after dropping out of college. He had learned computer programming during his school years, which allowed him to earn a living while spending his early twenties bumming around Yosemite Valley, working as a rock-climbing instructor, and leading whitewater river rafting expeditions. Eventually, programming jobs led him into progressively more intricate technical projects until he decided to launch his own enterprise. His original vision was modest: he merely wanted to build a tight-knit 50-person company where he enjoyed the company of respected colleagues every day. Today, Oracle employs approximately 150,000 workers serving 440,000 customers in 145 countries. Asked what goals remain after conquering every milestone, Ellison makes his current mission plain: he wants to beat Amazon in cloud databases, comparing the fight to an elite basketball team aiming to topple the reigning Golden State Warriors.

- Ellison supported his early lifestyle as a river-rafting guide and rock-climbing instructor in Yosemite Valley through freelance computer programming. - Oracle was originally founded with the singular operational ambition of employing around 50 people who enjoyed collaborating together. - Oracle's enterprise footprint spans over 150,000 employees serving roughly 440,000 customers across 145 countries worldwide. - Framing his ongoing fight against AWS as a sports rivalry, Ellison concludes: “You know, if you're playing basketball, you want to beat the Warriors. You want to win the championship. So our job, we have the best database in the world.”

## Notable quotes > [06:23](https://www.youtube.com/watch?v=xrzMYL901AQ&t=383s) I had all the disadvantages necessary for success, you know? When you're raised on South Side of Chicago, you probably want to move someplace nicer. — Larry Ellison

> [00:01](https://www.youtube.com/watch?v=xrzMYL901AQ&t=1s) Sometimes I liken the computer industry to the fashion industry, that certain brands get very, very popular. — Larry Ellison

## Mentioned Oracle, Larry Ellison, Maria Bartiromo, Amazon, AWS, Oracle Database, IBM, Microsoft, Satya Nadella, Amazon Aurora, MySQL, Sun Microsystems, SAP, SAP HANA, SuccessFactors, Ariba, Golden State Warriors, Lanai, Yosemite Valley

## Video description Oracle Co-Founder & Executive Chair Larry Ellison tells FOX Business’ Maria Bartiromo that all of the world’s important and valuable data is in an Oracle database.

[Source](https://www.youtube.com/watch?v=xrzMYL901AQ)

中文简报

拉里·埃里森：甲骨文注定在云数据库领域击败亚马逊拉里·埃里森坚称甲骨文对亚马逊云科技（AWS）拥有持久的技术优势，并透露在仓库迁移尝试导致严重宕机后，亚马逊在过去一年仍花费了5000万美元使用甲骨文数据库来运行其核心业务。他剖析了竞争对手的架构，强调亚马逊Aurora是基于甲骨文旗下的MySQL构建的，并指出SAP有95%至98%的业务仍依赖甲骨文数据库。尽管埃里森承认甲骨文为了确保安全性而在云端迁移上有所滞后，但他声称其自治数据库运行工作负载的速度比AWS快十倍，且成本低十倍。回顾从芝加哥南区和约塞米蒂山谷崛起的个人经历，埃里森最后表示，他在商业上剩下的终极目标就是在云数据库市场上击败亚马逊。拉里·埃里森指出亚马逊的核心零售业务仍运行在甲骨文数据库上，并表示尽管亚马逊公开计划在2020年前完成迁出，但在过去一年中仍为甲骨文软件额外花费了5000万美元。 (0:01) 甲骨文声称其自治云数据库的运行速度是AWS竞品数据库服务的10倍，且成本便宜10倍。 (0:01) 埃里森对竞争对手的数据库产品不以为然，坚称亚马逊Aurora源自开源的MySQL，并指出SAP仍有95%至98%的业务依赖于甲骨文。 (3:06) 埃里森将当前市场形容为一种科技时尚周期，并表示甲骨文剩下的首要目标就是在云数据库领域推翻市场领导者亚马逊。 (6:23)

Source quotes

[6:23] Larry Ellison: I had all the disadvantages necessary for success, you know? When you're raised on South Side of Chicago, you probably want to move someplace nicer. [0:01] Larry Ellison: Sometimes I liken the computer industry to the fashion industry, that certain brands get very, very popular.

Original transcript

[0:01] LONG. [0:02] MARIA: BUT FIRST, ONE OF SILICON [0:04] VALLEY'S BIGGEST GIANTS, HE'S [0:05] BEEN CALLED THE GODFATHER OF [0:07] TECHNOLOGY, THE IRON MAN OF [0:09] BUSINESS, ORACLE EXECUTIVE [0:11] CHAIRMAN LARRY ELLISON IN IN THE [0:13] EXCLUSIVE INTERVIEW. [0:14] SO, LARRY, LET ME TURN TO YOU, [0:16] YOU'RE A STATESMAN IN THE [0:17] INDUSTRY, OBVIOUSLY, YOU'VE BEEN [0:18] AROUND A LONG TIME AND HAVE [0:20] WATCHED SMALL COMPANIES BECOME [0:22] BIG COMPANIES, TRY COMPETE WITH [0:24] YOU. -- TRY TO COMPETE WITH YOU. [0:26] ASSESS INDUSTRY, WHAT STRIKES [0:28] YOU MOST ABOUT WHAT YOU'VE SEEN [0:30] OVER THE LAST SEVERAL YEARS? [0:31] >> SOMETIMES I LIKEN THE [0:33] COMPUTER INDUSTRY TO THE FASHION [0:35] INDUSTRY, THAT CERTAIN BRANDS [0:36] GET VERY, VERY POPULAR. [0:38] IBM, WHEN I FIRST CAME INTO THE [0:40] INDUSTRY, WAS THE ULTIMATE [0:41] BRAND. [0:41] IT WAS NOT A COMPANY AGAINST [0:43] WHOM YOU WOULD COMPETE, IT WAS [0:44] AN ENVIRONMENT IN WHICH YOU [0:46] WOULD COMPETE. [0:48] AMAZON NOW IS KIND OF THE NUMBER [0:49] THE ONE BRAND IN INFRASTRUCTURE [0:52] CLOUD COMPUTING. [0:53] LET ME TELL YOU AN INTERESTING [0:55] FACT. [0:55] AMAZON DOES NOT USE AWS TO RUN [0:58] THEIR BUSINESS. [0:59] AMAZON RUNS THEIR ENTIRE [1:00] BUSINESS ON TOP OF ORACLE, ON [1:02] TOP OF ORACLE DATABASE. [1:04] THEY HAVE BEEN UNABLE TO MIGRATE [1:05] TO AWS. [1:07] BECAUSE IT'S NOT GOOD ENOUGH. [1:10] NOW, I KEEP SAYING THIS, AND [1:12] BECAUSE THEY JUST SPENT ANOTHER [1:14] $50 MILLION WITH US LAST YEAR [1:16] BUYING STILL MORE ORACLE [1:17] DATABASE. [1:18] I KEEP SAYING THIS, SAYING, [1:20] WELL, MAYBE OUR DATABASE IS [1:21] BETTER THAN AMAZON'S DATABASES? [1:24] WHY ELSE WOULD AMAZON KEEP [1:26] BUYING OUR DATABASE? [1:28] THEY LAST YEAR BRAVELY SAID [1:29] THEY'RE SICK OF THESE COMMENTS [1:31] OF MINE, AND THEY'RE GOING TO [1:32] MOVE OFF OF ORACLE BY 020. [1:35] GUESS WHAT? -- 2020? [1:36] THEY JUST MOVED A BUNCH OF THEIR [1:39] WAREHOUSES OFF OF ORACLE, AND [1:40] GUESS WHAT HAPPENED? [1:41] I'LL SEND YOU A COPY OF AMAZON'S [1:44] INTERNAL MEMO. [1:45] THEY WENT DOWN, IT FAILED, THEY [1:47] HAD A HUGE OUT AN. [1:48] AND THEY SAID IF THEY'D STAYED [1:50] WITH THE ORACLE DATABASE, THIS [1:53] WOULDN'T HAVE HAPPENED. [1:53] THE ORACLE DATABASE MANAGES MOST [1:56] OF THE WORLD'S DATA TODAY, TEN [1:59] YEARS AGO. [2:00] NOTHING HAS CHANGED. [2:01] ALL OF WORLD'S IMPORTANT, [2:03] VALUABLE DATA IS IN AN ORACLE [2:05] DATA A BASE. [2:07] AMAZON WON'T USE ITS OWN [2:09] DATABASES TO RUN ITS BUSINESS. [2:11] SO OUR JOB, SO WHAT HAVE WE DONE [2:13] WRONG, OKAY? [2:14] SO, OKAY, IF YOU GUYS ARE SO [2:16] GREAT, WHAT HAVE YOU DONE WRONG? [2:18] WELL, WE DIDN'T GET OUR DATABASE [2:20] TO CLOUD QUICKLY ENOUGH. [2:22] SO IF YOU WANTED A CLOUD [2:24] DATABASE, YOU HAD TO GO TO [2:26] AMAZON FOR A DATABASE, AND THEN [2:27] YOU'RE ABLE TO GO TO MICROSOFT [2:29] FOR A DATABASE. [2:30] IT TOOK US A WHILE FOR US TO [2:32] BUILD A SECURE CLOUD. [2:34] IT'S REALLY HARD TO BUILD A [2:35] SECURE CLOUD. [2:36] IT TOOK US A WHILE. [2:38] WE THINK WE'RE THERE NOW. [2:40] WE HAVE BY FAR AND AWAY THE BEST [2:42] DATABASE IN WORLD. [2:43] NOTHING'S CLOSE. [2:45] WE SHOW A SERIES OF BENCHMARKS [2:47] WHERE WE'RE TEN TIMES PASTOR [2:49] HAND AMAZON. [2:50] MORE IMPORTANTLY, WE'RE TEN [2:52] TIMES CHEAPER TO RUN THE SAME [2:54] EXACT THING THAN AMAZON ON OUR [2:56] DATABASE. [2:56] SO IF IF YOU WANT ALL THAT [2:57] SECURITY AND RELIABILITY, YOU [2:58] HAVE TO BE WILLING TO SPEND [3:00] LESS. [3:00] THAT'S WHAT WE'VE SHOWN IN A [3:02] SERIES OF BENCHMARKS. [3:04] EVEN AMAZON CAN'T MOVE. [3:06] MARIA: THAT'S INCREDIBLE, THE [3:07] FACT THAT THEY'RE A CUSTOMER, [3:08] AND YOU CONTINUE TO POKE THEM, [3:09] TO MAKE -- BECAUSE THEY'RE [3:11] TRYING TO GET AT YOUR MARKET [3:12] SHARE IN ONE AREA, AND YET [3:14] THEY'RE ON YOUR DATABASE [3:15] PLATFORM. [3:16] >> PEOPLE SAY ORACLE HAS NO [3:18] CHANCE, AMAZON'S GOING TO [3:20] DOMINATE EVERYTHING. [3:21] YOU'D THINK ONE OF THE EARLY [3:23] CUSTOMERS AT AMAZON WOULD MOVE, [3:25] HOW ABOUT AMAZON? [3:27] MARIA: HOW TO YOU KEEP THAT [3:28] LEADING POSITION? [3:29] >> WELL, WE THINK WE HAVE, I [3:30] DON'T KNOW, 10-20 YEAR LEAD ON [3:33] AMAZON IN DATABASES. [3:35] LET ME PROVE IT. [3:36] ANOTHER THING, AMAZON USES [3:38] ORACLE, NOT AMAZON. [3:40] AMAZON'S TRANSPROCESSING DATA [3:41] THAT BASE IS CALLED AURORA. [3:45] AURORA IS AN OPEN SOURCE [3:46] DATABASE. [3:47] THEY JUST PICKED UP AND THEY [3:48] CLOSE SOURCED ON AMAZON, THEY [3:50] DIDN'T WRITE IT. [3:51] THEY DIDN'T WRITE ANY OF IT. [3:53] THEY MADE IT AVAILABLE ON THEIR [3:54] CLOUD. [3:55] WELL, SO WHO OWNS AURORA? [3:57] WHO DROPS AURORA? [4:00] THAT WOULD BE ORACLE. [4:02] IT'S CALLED MY SEQUEL. [4:04] THAT'S OUR SMALL OPEN SOURCE [4:06] DATABASE THAT THEY CLAIM IS [4:07] THEIR BIG TRANSACTION PROCESSING [4:09] TATA BASE THAT'S GOING TO -- [4:12] DATABASE THAT'S GOING TO REPLACE [4:14] ORACLE. [4:14] IT'S JUST PREPOSTEROUS. [4:17] YOU KNOW? [4:18] AMAZON DIDN'T EVEN DEVELOP THE [4:20] AMAZON DATABASE. [4:21] IT'S JUST A CHUNK OF OPEN SOURCE [4:23] THAT WE ARE RESPONSIBLE FOR [4:24] CALLED MY SEQUEL. [4:26] MY SEQUEL DOES NOT COMPARE WITH [4:28] THE ORACLE DATABASE. [4:29] THERE'S A REASON AMAZON USES [4:31] ORACLE. [4:32] YOU KNOW WHO ELSE USES ORACLE? [4:33] IS ANOTHER COMPANY THAT HATES [4:35] US, SAP USES ORACLE EVERYWHERE. [4:38] SAP TEN YEARS AGO SAID I HATE [4:41] ORACLE, I'M GETTING OFF OF [4:43] ORACLE, I CAN'T STAND THESE [4:44] GUYS, ESPECIALLY THIS GUY THAT [4:46] GOES ON TV AND MAKES FUN OF US. [4:48] [LAUGHTER] [4:49] BECAUSE WE HAVE GREAT NEW [4:51] DATABASE CALLED HANNAH. [4:52] IT'S AWESOME. [4:54] WELL, THEY HAVE ALL OF THESE [4:55] CLOUD SERVICES, YOU KNOW? [4:59] THEY HAVE SUCCESS FACTORS. [5:00] DOES IT RUN ON HAN THAT? [5:02] OH, NO, IT RUNS ON ORACLE. [5:06] 95, 98% OF EVERYTHING SAP DOES [5:09] RUNS ON ORACLE. [5:10] A DECADE LATER THEY STILL USE [5:13] ORACLE, CAN'T GET TO HANNAH. [5:14] THE ORACLE DATABASE BEAT IBM IN [5:19] THE DATABASE BUSINESS, BEAT [5:20] MICROSOFT IN THE DATABASE [5:22] BUSINESS. [5:22] WE'VE BEEN IN THIS BUSINESS FOR [5:24] 20 YEARS CONSTANTLY MAKING OUR [5:27] DATABASE BETTER. [5:27] NOW IT'S THE WORLD'S FIRST [5:30] AUTONOMOUS SYSTEM. [5:30] ALL OF SAP'S LARGE CUSTOMERS, [5:34] THE E.U. ACTUALLY DID A STUDY [5:35] WHAT PERCENTAGE OF THE TOP [5:38] HUNDRED SAP CUSTOMERS IN EUROPE, [5:39] HOW MANY OF THEM RUN THE ORACLE [5:42] DATABASE. [5:43] ONLY 99. [5:44] [LAUGHTER] [5:44] ONE ACTUALLY RAN IBM. [5:46] SO WE ONLY HAVE 99 OF 100. [5:49] ALL OF THEIR CLOUD SERVICES [5:51] WHETHER IT'S SUCCESS FACTORS, [5:54] ARIBA, ALL OF THESE PEOPLE [5:55] THEY'VE BEEN TRYING TO GET OFF [5:56] OF ORACLE FOR A DECADE STILL ALL [5:58] RUN ORACLE. [6:00] ORACLE'S JUST A MUCH BETTER [6:01] DATABASE THAN ANYONE ELSE HAS. [6:06] SASHA NO DELLA WAS ASKED IF I [6:08] COULD HAVE ANY PIECE OF SOFTWARE [6:11] IN WORLD, WHAT WOULD IT BE, AND [6:12] HE SAID THE ORACLE DATABASE. [6:14] BECAUSE IT'S THE INFORMATION [6:16] AGE, AND ALL WORLD'S VALUABLE [6:18] INFORMATION IS STORED IN AN [6:22] ORACLE DATABASE. [6:23] MARIA: CAN YOU TELL ME BACK AND [6:25] TELL ME -- TAKE ME BACK AND TELL [6:27] ME HOW YOU'VE DONE THIS? [6:29] YOU'RE THE GODFATHER OF [6:30] TECHNOLOGY. [6:30] YOU'RE STILL COMING UP WITH ALL [6:33] THESE INFO VEGAS, AND I CAN SEE [6:35] HOW PASSIONATE YOU ARE, YOU'RE [6:36] BEATING EVERYBODY, AND YOU CAME [6:38] FROM SUCH HUMBLE BEGINNINGS. [6:40] GREW UP ON SOUTH SIDE OF [6:41] CHICAGO, DROPPED OUT OF COLLEGE, [6:43] NOW YOU HAVE COLLECTIONS OF [6:44] CARS, JETS, PRIVATE HOMES, [6:47] OWNING THE ISLAND OF LANAI. [6:51] TELL ME HOW YOU DID IT. [6:52] >> I HAD ALL THE DISADVANTAGES [6:54] NECESSARY FOR SUCCESS, YOU KNOW? [6:56] WHEN YOU'RE RAISED ON SOUTH SIDE [6:58] OF CHICAGO, YOU PROBABLY WANT TO [7:00] MOVE SOMEPLACE NICER. [7:03] AND I THINK BE IT DOESN'T KILL [7:05] YA, IT MAKES YOU STRONGER. [7:07] SO I'VE ALWAYS BEEN VERY [7:09] AMBITIOUS, I'VE ALWAYS BEEN VERY [7:12] CURIOUS. [7:12] I, YOU KNOW, MOVED TO SILICON [7:16] VALLEY RIGHT AFTER I DROPPED OUT [7:18] OF COLLEGE, YOU KNOW, GOT A JOB [7:19] AS A COMPUTER PROGRAMMER, I [7:21] LEARNED HOW TO PROGRAM WHEN I [7:23] WAS IN COLUMN, AND I GOT A JOB [7:24] AND BUMMED AROUND AT YOSEMITE [7:27] VALLEY TEACHING ROCK CLIMBING [7:30] AND LEADING RIVER TRIPS DURING [7:34] MY EARLY 20s. [7:35] BUT THE WAY I SUPPORTED MYSELF [7:37] WAS AS A COMPUTER PROGRAMMER. [7:39] AND I GOT INVOLVED WITH MORE AND [7:41] MORE INTERESTING AND COMPLICATED [7:45] COMPUTER PROJECTS AND DECIDED TO [7:46] START MY OWN COMPANY. [7:48] MARIA: AND THEN? [7:49] IT GREW AND GREW AND GREW, AND [7:53] YOU'RE COMPETITIVE. [7:54] >> YEAH. [7:55] WELL, MY ORIGINAL GOAL WAS TO [7:56] BUILD A COMPANY OF 50 PEOPLE, [7:59] PEOPLE I ENJOYED GOING TO WORK [8:01] WITH EVERY DAY AND PEOPLE THAT I [8:03] RESPECTED AND ENJOYED WORKING [8:04] WITH EVERY DAY. [8:06] IT GOT TO BE A LITTLE BIGGER [8:08] THAN THAT. [8:08] WE HAVE 150,000 PEOPLE INSIDE [8:11] COMPANY NOW. [8:11] MARIA: AND YOU'VE GOT 440,000 [8:15] CUSTOMERS, 145 COUNTRIES. [8:17] WHERE DO YOU GO FROM HERE? [8:18] >> WELL, WE WANT TO MAKE SURE WE [8:21] BEAT AMAZON IN CLOUD DATABASE. [8:22] [LAUGHTER] [8:23] MARIA: IT'S FUNNY TO O'HARE YOU [8:25] SAY THAT. [8:26] VERY SIMPLE. [8:26] >> VERY SIMPLE. [8:29] JUST LIKE PLAYING BASKETBALL. [8:31] YOU KNOW, IF YOU'RE PLAYING [8:32] BASKETBALL, YOU WANT TO BEAT THE [8:34] WARRIORS. [8:35] YOU WANT TO WIN THE [8:36] CHAMPIONSHIP. [8:37] SO OUR JOB, WE HAVE THE BEST [8:39] DATABASE IN THE WORLD, WE'VE GOT