Larry Ellison Will Still Be in Charge at Oracle: Kedrosky

The transcript discusses the leadership dynamics at Oracle, focusing on Safra Catz and Mark Hurd's roles under Larry Ellison's influence. It highlights Catz's significant impact on Oracle's operations and her rise in the business world. The conversation also addresses Oracle's market challenges, particularly in transitioning to cloud computing, and the skepticism about its ability to adapt to new market demands.

What signs would indicate a successful re-energization of Oracle under the current leadership?

Discuss the implications of cloud computing on Oracle's traditional business model.