Cloud Wars Live with Bob Evans cover image

Bigger Innovation and More Opportunity in AI Era | Lochhead on Different

Cloud Wars Live with Bob Evans

CHAPTER

The Importance of Changing Your Position

Chris Cuomo: Larry Ellison had to be wrong and not just wrong, but wrong in the context of very opposite public statements. He says Oracle's transition from on premise to cloud is a non-trivial thing for a large public company. The real issue is the shift between current revenue to deferred revenue, which makes Wall Street batshit, he says. "You don't have to be a $325, $350 billion market cap company to do this"

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner