PERSON DIRECTORY
Byrne Hobart
Byrne Hobart appears in 8 indexed conversations across Yet Another Value Podcast. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
8 EPISODES1 SHOW
Language
Softwar: An Intimate Portrait of Larry Ellison and Oracle $ORCL (Fintwit Book Club July 2025)
Oracle’s 2003 short case—quarter-end sales, channel stuffing, governance red flags, and overpromising—underestimated Ellison’s foresight on centralized data, browsers, cheap devices, and standardized software.ERP migration remains a “partial brain transplant,” with Oracle unable to operate for 10 days; Lamb Weston, buybacks, growth investment, and Safra Catz’s succession leave implementation risk and leadership fit to monitor.