ALL.
LET'S GET TO IT.
TECH IN FOCUS.
MARIA BARTIROMO SAT DOWN
EXCLUSIVELY WITH ORACLE
CO-FOUNDER AND EXECUTIVE
CHAIRMAN, LARRY ELLISON FOR AN
INTERVIEW.
WE START WITH HIS TAKE ON THE
FUTURE OF THE TECH INDUSTRY AND
HOW ORACLE CONTINUES TO BEAT
BACK THE COMPETITION.
MIKE: LARRY, LET ME TURN YOU,
YOU'RE A STATES NAN THE
INDUSTRY,
MADUSTRY,
MANUSTRY,
MAN ITRY,
MAN INRY,
MAN IN T,
MAN IN THEINDUSTRY.
YOU'VE WATCHED SMALL COMPANIES
BECOME BIG COMPANIES.
WHAT STRIKES YOU MOST ABOUT WHAT
YOU'VE SEEN OVER THE LAST
SEVERAL YEARS?
>> AGAIN, SOMETIMES I LIKEEN THE
COMPUTER INDUSTRY TO THE FASHION
INDUSTRY, THAT CERTAIN BRANDS
GET VERY POPULAR, CERTAIN BRANDS
GET UNPOPULAR.
IBM WHEN I CAME INTO THE
INDUSTRY WAS THE ULTIMATE BRAND.
IT WAS NOT A COMPANY AGAINST
WHOM YOU WOULD COMPETE.
AMAZON NOW IS KIND OF THE NUMBER
ONE BRAND IN INFRASTRUCTURE
CLOUD COMPUTING.
LET ME TELL YOU AN INTERESTING
FACT.
AMAZON DOES NOT VIEWS AWS TO RUN
THEIR BUSINESS.
AMAZON RUNS THEIR ENTIRE
BUSINESS ON TOP OF ORACLE, ON
TOP OF THE ORACLE DATABASE.
THEY HAVE BEEN UNABLE TO MIGRATE
TO AWS BECAUSE IT'S NOT GOOD
ENOUGH.
NOW, I KEEP SAYING THIS AND THEY
JUST SPENT ANOTHER $50 MILLION
WITH US LAST YEAR BUYING MORE
ORACLE DATABASE.
I KEEP SAYING THIS, SAYING MAYBE
OUR DATABASE IS BETTER THAN
AMAZON'S DATABASE SIS.
WHY ELSE WOULD AMAZON KEEP
BUYING OUR DATABASE?
THEY LAST YEAR BRAVELY SAID
THEY'RE SICK OF THESE COMMENTS
OF MINE AND THEY'RE GOING TO
MOVE OFF OF ORACLE AND THEY'RE
GOING TO MOVE OFF OF ORACLE BY
2020.
GUESS WHAT?
THEY JUST MOVED A BUNCH OF THEIR
WAREHOUSES OFF OF ORACLE AND
GUESS WHAT HAPPENED?
I'LL SEND YOU A COPY OF AMAZON'S
INTERNAL MEMO.
THEY WENT DOWN.
IT HAILED.
THEY HAD A HUGE OUTAGE.
THEY SAID IF THEY STAYED WITH
ORACLE, THIS WOULDN'T HAVE
HAPPENED.
THE ORACLE DATABASE MANAGES MOST
OF THE WORLD'S DATA TODAY, 10
YEARS AGO, NOTHING HAS CHANGED.
ALL OF THE WORLD'S IMPORTANT
VALUABLE DATA IS IN AN ORACLE
DATABASE.
THEY'RE NOT IN AMAZON'S
DATABASE.
AMAZON WON'T USE ITS OWN
DATABASES TO RUN ITS BUSINESS.
SO OUR JOB -- WHAT HAVE WE DONE
WRONG?
IF YOU GUYS ARE SO GREAT, YOUR
DATABASE IS SO GREAT, WHAT DID
YOU DO WRONG?
WE DIDN'T GET OUR DATABASE TO
THE CLOUD QUICKLY ENOUGH.
IF YOU WANTED A CLOUD DATABASE,
YOU HAD TO GO TO AMAZON FOR A
DATABASE AND YOU WERE ABLE TO GO
TO MICROSOFT FOR A DATABASE.
IT TOOK A WHILE FOR US TO BUILD
A SECURE CLOUD.
IT'S REALLY HARD TO BUILD A
SECURE CLOUD.
IT TOOK US A WHILE.
WE THINK WE'RE THERE NOW.
WE HAVE BY FAR AND AWAY THE BEST
DATABASE IN THE WORLD, NOTHING'S
CLOSE.
WE SHOW A SERIES OF BENCHMARKS
WHERE WE'RE 10 TIMES FASTER THAN
AMAZON.
WE'RE 10 TIMES CHEAPER TO RUN
THE SAME EXACT THING THAN AMAZON
ON OUR DATABASE.
SO IF YOU WANT ALL THAT SECURITY
AND WANT ALL THAT RELIABILITY,
YOU HAVE TO BE WILLING TO SPEND
LESS.
THAT'S WHAT WE'VE SHOWN IN THE
SERIES OF BENCHMARKS.
EVEN AMAZON CAN'T MOVE.
MIKE: THAT'S INCREDIBLE,
.TKE: THAT'S INCREDIBLE,
.THE: THAT'S INCREDIBLE,
.THEY' THAT'S INCREDIBLE,
.THEY'REHAT'S INCREDIBLE,
.THEY'RE TT'S INCREDIBLE,
.THEY'RE TRYS INCREDIBLE,
.THEY'RE TRYININCREDIBLE,
.THEY'RE TRYINGNCREDIBLE,
.THEY'RE TRYING TREDIBLE,
.THEY'RE TRYING TOEDIBLE,
.THEY'RE TRYING TO GIBLE,
.THEY'RE TRYING TO GETLE,
.THEY'RE TRYING TO GET A,
.THEY'RE TRYING TO GET AT YOUR
MARKET SHARE IN ONE AREA AND YET
THEY'RE ON YOUR DATABASE
PLATFORM.
>> PEOPLE SAY ORACLE HAS NO
CHANCE IN DATABASE.
AMAZON WILL DOMINATE EVERYTHING.
YOU THINK ONE OF THE EARLY
CUSTOMERS OF AMAZON WOULD MOVE.
HOW ABOUT AMAZON?
AMAZON PICKED ORACLE.
>> HOW DO YOU KEEP THAT LEADING
POSITION?
>> WELL, WE THINK WE HAVE, I
DON'T KNOW, 10 TO 20 YEAR LEAD
ON AMAZON IN DATABASE IS.
LET ME PROVE IT.
ANOTHER THING, AMAZON USES
ORACLE CAN, NOT AMAZON.
THE TRANSACTION PROCESSING
DATABASE THEY HAVE IS CALLED
AURORA.
AURORA IS AN OPEN SOURCE
DATABASE.
THEY PICKED UP AND MADE CLOSED
SOURCE ON AMAZON.
THEY DIDN'T WRITE ANY OF THAT.
THEY PICKED UP ARECORD SAY, PUT
IT ON AMAZON, MADE IT AVAILABLE
ON THEIR CLOUD.
WHO OWNS AURORA?
WHO DEVELOPS AURORA.
THAT WOULD BE ORACLE.
IT'S CALLED MY SEQUEL.
IT'S OUR SMALL OPEN SOURCE
DATABASE WHICH THEY CLAIM IS
THEIR TRANSACTION PROCESSING
DATABASE THAT WILL REPLACE
ORACLE.
IT'S JUST PREPOSTEROUS THAT
AMAZON DIDN'T EVEN DEVELOP THE
AMAZON DATABASE.
IT'S JUST A CHUNK OF OPEN SOURCE
THAT WE ARE RESPONSIBLE FOR,
CALLED MY SEQUEL.
MY SEQUEL DOES NOT COMPARE WITH
THE ORACLE DATABASE.
THERE'S A REASON AMAZON USES
ORACLE.
YOU KNOW WHO ELSE USES ORACLE?
ANOTHER COMPANY THAT HATES US.
SAP USES ORACLE EVERYWHERE.
SAP10 YEARS AGO SAID I HATE
ORACLE, I'M GETTING OFF OF
ORACLE.
I CAN'T STAND THESE GUYS
ESPECIALLY THE GUY THAT GOES ON
TV AND MAKES FUN OF US BECAUSE
WE HAVE THIS GREAT NEW DATABASE
CALLED HANNAH, THEY SAY IT'S
AWESOME.
WELL, THEY HAVE ALL OF THESE
CLOUD SERVICES.
THEY HAVE SUCCESS FACTORS.
DOES IT RUN ON HANNAH?
NO, IT RUNS ON ORACLE.
THEY ALL RUN ON ORACLE.
95, 98% OF EVERYTHING SAP DOES
RUNS ON ORACLE.
IT'S DECADES LATER, THEY STILL
USE ORACLE, CAN'T GET TO HANNAH.
THE ORACLE DATABASE BEAT IBM IN
THE DATABASE
THE DATA BSE
THE DATA BUSINESS, BEAT
MICROSOFT IN THE DATABASE SIS.
WE'VE BEEN
--'VE BEEN
-- DE BEEN
-- DATBEEN
-- DATABEN
-- DATABASEBUSINESS.
IT'S THE WORLD'S FIRST
AUTONOMOUS SYSTEM, ALL OF SAP'S
LARGE CUSTOMERS.
THE EU DID A STUDY, WHAT
PERCENTAGE OF THE TOP 100 SAP
CUSTOMERS IN EUROPE, HOW MANY
RUN THE ORACLE DATABASE.
ONLY 99.
ONE ACTUALLY RAN IBM DB2.
WE ONLY HAVE 99 OF 100.
ALL OF THEIR CLOUD SERVICES,
WHETHER IT'S SUCCESS FACTORS,
AARIBA, THEY'VE BEEN TRYING TO
GET ON HANNAH FOR A DECADE, THEY
STILL RUN ORACLE.
THE REASON IS, ORACLE IS A
BETTER DATABASE THAN ANYONE ELSE
HAS.
SATJA NADELLHA WAS ASKED IF I
COULD HAVE ANY PIECE OF SOFTWARE
IN THE WORLD, WHAT WOULD IT BE.
HE SAID THE ORACLE DATABASE
BECAUSE IT'S THE INFORMATION AGE