Oh THAT $300B Contract With OpenAI…

Oh THAT $300B Contract With OpenAI…

Well we now know one of the big contracts that sent Oracle shares flying. OpenAI of course. We have another IPO pop. YouTube videos now have multilanguage dubbing. Is it risky to bet on just one version of AI? And a deep dive analysis of how Oracle got AI religion. Oracle, OpenAI Sign $300 Billion Cloud Deal (WSJ) Klarna Climbs 15% in Trading Debut After $1.37 Billion IPO (Bloomberg) Microsoft's first preview of Visual Studio 2026: Deeper AI and a design refresh (The Register) YouTube’s multi-language audio feature for dubbing videos rolls out to all creators (TechCrunch) AI’s $344 Billion ‘Language Model’ Bet Looks Fragile (Bloomberg) How Oracle’s Larry Ellison rode the AI ‘tsunami’ (Financial Times) Paris 1944: Occupation, Resistance, Liberation: A Social History Learn more about your ad choices. Visit megaphone.fm/adchoices

Jaksot(2276)

Fri. 10/28 – It Actually Happened

Fri. 10/28 – It Actually Happened

Area man completes acquisition of social media platform. And now the fun begins? Amazon had bad earnings, but Apple mostly didn’t. YouTube is trying to be like TikTok too, but they’re giving their use...

28 Loka 202219min

Thu. 10/27 – Meta (Insert Bomb Emoji Here)

Thu. 10/27 – Meta (Insert Bomb Emoji Here)

(BOMB SOUND). That’s the sound of Meta’s disastrous earnings announcement yesterday. That’s the sort of insightful analysis you come to this podcast for. But also, Argo AI is shutting down. Google Clo...

27 Loka 202216min

Wed. 10/26 – Meta Calls Apple On Its "Rentier Capitalism"

Wed. 10/26 – Meta Calls Apple On Its "Rentier Capitalism"

Meta and Spotify both call Apple out on their recent App Store aggressiveness. Soft earnings from Microsoft and worrying earnings from Alphabet. Twitter seems to already be hemorrhaging its power user...

26 Loka 202217min

Tue. 10/25 – “Extractive Rentier Capitalists”

Tue. 10/25 – “Extractive Rentier Capitalists”

Apple tries to wedge the App Store vig into another market. Prices are going up for your favorite Apple services. Shutterstock is partnering with OpenAI cause if you can’t something them, join them! A...

25 Loka 202216min

Mon. 10/24 – Investing In Chinese Tech Means Investing One Man’s Whims?

Mon. 10/24 – Investing In Chinese Tech Means Investing One Man’s Whims?

Did investing in Chinese tech become a fool’s errand over the weekend? A deep dive on how TSMC is caught in the middle of all the things. Is Elon’s Twitter deal presenting systemic risk to corporate f...

24 Loka 202218min

(TWTR SPC) The AI Moment With @pt, @miguelisolano & @mignano

(TWTR SPC) The AI Moment With @pt, @miguelisolano & @mignano

Talking this week's big week for AI, with Parker Thompson (@pt) plus@miguelisolano&@mignano Learn more about your ad choices. Visit megaphone.fm/adchoices

22 Loka 20221h 33min

Fri. 10/21 – What If Uncle Sam Let’s Elon Off The Hook?

Fri. 10/21 – What If Uncle Sam Let’s Elon Off The Hook?

I said Elon’s name five times in front of a mirror and the whole Elon/Twitter headlines came flooding back into our lives. Forbes alleges that they’ve caught TikTok doing the thing that everybody fear...

21 Loka 202218min

Thu. 10/20 – A Day Of Reviews

Thu. 10/20 – A Day Of Reviews

The big Solana challenger had a terrible first day of trading. Previews of the new Thunderbolt standard. Reviews of the new Raptor Lake chips. Uber takes a page out of the New York City taxi playbook....

20 Loka 202217min

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