Oracle

✓ Independent editorial coverage

Technology companyUS United Statesoracle.com ↗

A company in databases, enterprise software and cloud infrastructure. In ToTheMoon: 20 episodes from 2024 to 2026, central in 1 of them; most often alongside AI models and assistants and Work, careers, and productivity.

episodes

with mentions

central

episodes

transcript

mentions

Apr 2024

first

mention

Jan 2026

latest

mention

Counted from the transcripts: a role and a mention count are recorded for every episode.

Oracle in ToTheMoon episodes

On ToTheMoon, Oracle is the company through which the hosts watch AI turn from a startup market into state infrastructure. It comes up alongside Stargate, the TikTok deal and the question of who now carries political weight in the United States. The channel's question is how a company nobody counted as a trend a year earlier ended up at the centre of several of the largest deals of the AI era.

The starting point is episode 042, in January 2025. The hosts went through the Stargate announcement by Sam Altman, Larry Ellison and Masayoshi Son on the first working day of the Trump administration: for Oracle a chance to expand its cloud business, for OpenAI a way to depend less on Microsoft. Alexander said he had clicked to buy Oracle shares that minute, though the company had barely registered as a trend the year before. Episode 053 predicted Oracle would end up with TikTok thanks to its infrastructure and government ties, and episode 058 counted it among six companies able to put half a trillion into data centres.

In autumn 2025 the storyline played out. Episode 075 covered OpenAI's three-hundred-billion-dollar compute deal with Oracle, after which the stock jumped, and the argument over whether Oracle's owner was now the richest man in the world. In episode 077 the hosts described power in America shifting toward Oracle, Ellison and Altman, and named Oracle the main beneficiary of the TikTok consortium. In 2026, in episodes 091 and 094, the hosts recorded the outcome: Oracle and Silver Lake take 45 percent of TikTok, and Oracle builds Stargate together with OpenAI and Arm.

Featured analysis

All episodes →

The $500 Billion Stargate: AI Is Becoming a National Industrial ProgramAI models and assistants

Coverage timeline

role → prominence → date ▾

042 · 2025-01-26The $500 Billion Stargate: AI Is Becoming a National Industrial Programcentral 058 · 2025-05-18The US Decided to Sell NVIDIA to the World So the World Would Not Learn to Live Without NVIDIAanalysis 086 · 2025-11-30Mission Genesis Turns AI Into a Government Project Where Electricity Is the Main Resourcecontext 085 · 2025-11-23Gemini 3 Won a Noisy Week, but the Real Race Is for an Agent That Can Work, Not Take an Examcontext 077 · 2025-09-28OpenAI Is Building a Labor Market, DeepSeek Is Preparing a New Model, and Compute Scarcity Is Becoming the Main Employercontext 075 · 2025-09-14Robotaxis Are Already in Silicon Valley: Tesla’s Trillion-Dollar Valuation Depends on the Network, Not the Carcontext 071 · 2025-08-17ChatGPT-5 Arrived With a New Problem: Your AI Conversations Can Become Evidencecontext extra09 · 2025-07-23Russia’s 31st Place in AI Is Not a Verdict, but Without Compute, Capital, and Mass Adoption the Ranking Will Not Changecontext 053 · 2025-04-13Llama 4 Is Meta’s Weapon Not Because of Its Size, but Because It Can Be Built Into Anythingcontext 025 · 2024-09-29Apple Controls the Device; OpenAI Controls the Expectation of Magic. Now They Are Moving Toward the Same Productcontext 094 · 2026-01-251.9 GW for OpenAI: AI Companies Are Beginning to Resemble States in Energy Use and Influencebrief 091 · 2026-01-04Your Data Is Already Working for AI: A Wristband, TikTok, Meta, and Deepfakes Are Merging Into One Personal Profilebrief extra13 · 2025-12-312025 Was the Year of AI Users, Not Companies: Models Entered Life Faster Than Business Processesbrief 080 · 2025-10-19An App Store Inside ChatGPT Will Change Software Only Where the Chat Knows More Than the App Itselfbrief 048 · 2025-03-09Meta and Microsoft Are Dividing User Habits, Not Modelsbrief 046 · 2025-02-23Grok 3 Did Not End the ChatGPT Era—It Showed That the Race Now Runs Every Daybrief 044 · 2025-02-09After DeepSeek, the Market Started Asking Not Where a Model Comes From, but Where Its Output Can Be Trustedbrief 043 · 2025-02-02DeepSeek Did Not Kill NVIDIA—It Made Powerful AI Cheaper and Expanded the Chip Marketbrief 016 · 2024-07-28Twenty-Eight AI Startups and One Central Question: Where Is the Real Business?brief 002 · 2024-04-19Hundreds of Billions Are Going Into AI While People Rethink the Meaning of Education and Workbrief

Recurring themes

AI models and assistants Work, careers, and productivity Geopolitics and technology competition Markets, investment, and business models Image, video, speech, and music generation Law, policy, and regulation

For company representatives

Briefings, demos, interviews, corrections

We accept briefings and interview requests but give no guarantee of positive coverage. Fact corrections go through the methodology.

Press room →

Disclosure & methodology

Curated catalogIndependent coverage

Evidence ruleEvery timeline row is tied to a specific episode; the role and the mention count come from its transcript.

Correction historyEmpty at hub launch. Corrections are dated and logged publicly.

Full methodology & coverage rules →

Related companies

Microsoft · 2 ep.NVIDIA · 2 ep.OpenAI · 2 ep.Amazon · 1 ep.Anthropic · 1 ep.Apple · 1 ep.

Relation = shared episodes where both companies hold a central or analysis role.