The Disruptor
Contrarian and drawn to the edge; challenges the settled answer.
Larry Ellison is The Disruptor by instinct, treating competition as existential combat rather than routine rivalry. He built Oracle into a global enterprise software giant on relentless aggression, famously targeting IBM and Microsoft directly, and pursued audacious acquisitions including PeopleSoft, Sun Microsystems, and Cerner, often against fierce resistance.
“Which is MCP access to my Slack information is a priced API call. I don't know if you can get away forever in a horizontal app like Salesforce with a channel like Slack denying the customer access to their own content over the medium term. I don't think it stands intuitively. I could be wrong.”
“If you can get a stupid price in the public market that's higher than the stupid price you're getting in the private market, then at the margin mostly you should go. And I think you're right. Maybe not Canva, maybe people have ideological reasons not to.”
“Can't imagine you get them up and running on this system. Two years later there's a better product. You don't need the heartache. You know, you talk to them about their use of West law. They've been using that thing for 40 years and they're like, I'm dying with this Boolean search here.”
“And then the interesting thing, seguing to Crosby, is obviously just for everyone, that's a company that, as you say, Sequoia, one of the successful backers of Harvey, also backed. That's a company that is effectively using AI to offer, quote, a better, more efficient law firm.”
Wikiquote: “Public record read”
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