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ORCL, V, NVDA

12:59ORCLAMZN

“…it took Amazon years to get off their Oracle databases in spite of running obviously their own very competitive and stable and successful database as a service offering, right?”

Stephen O’Grady, Principal analyst and co-founder, RedMonk

The Enterprise AI Show (opens in a new tab) ·

13:37V

“…why is Visa so profitable? It’s this weird thing where higher prices actually yield more profits and more more market share, which I know sounds really weird, but think about it.”

Alex Rampell, General Partner, Andreessen Horowitz (leads Apps practice)

Summation with Auren Hoffman (opens in a new tab) ·

17:51NVDA

“…an NVIDIA providing financing to their customers, they have to hedge that exposure. So if they lend a customer $50 or $100 million, they’re going to go out and short the bond market in order to hedge that risk.”

Christopher Whalen, Chairman, Whalen Global Advisors; former head of research at Kroll Bond Rating Agency

Kitco NEWS (opens in a new tab) ·

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