Larry EllisonvsSteve Ballmer
1 documented disagreement.
Riding the bear vs owning the platform
The AI-wrapper vs AI-foundation debate is this exact question, restaged.
- Steve Ballmer
- We were riding the bear. IBM had the bear. We just had the ride.
- Larry Ellison
- Own the substrate — Oracle bet the company on owning its own database, its own cloud, its own stack.