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

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Wed. 10/19 – What Even IS Apple’s iPad Strategy?

Wed. 10/19 – What Even IS Apple’s iPad Strategy?

Netflix actually beat on earnings and customer additions. Why their pivot to ads might actually be in line with their long-term strategy. Yesterday’s iPad releases were even more complicated, and stra...

19 Loka 202218min

Tue. 10/18 – It’s AI Vs. The Metaverse, And AI Seems To Be Winning

Tue. 10/18 – It’s AI Vs. The Metaverse, And AI Seems To Be Winning

New iPad Pros and new Apple TV 4ks. Meta walks away from the Giphy acquisition. Layoffs at Microsoft. High attrition at Amazon. Mobileye is probably going to IPO at a significant discount than people ...

18 Loka 202217min

Mon. 10/17 – Kanye To Elon: Hold My Beer

Mon. 10/17 – Kanye To Elon: Hold My Beer

Looks like Ye, née Kanye West, is going to try to buy the social network Parler. A look at the Chinese export controls that could potentially force American executives to choose between their jobs and...

17 Loka 202217min

Fri. 10/14 – Meta Lied About Legs?

Fri. 10/14 – Meta Lied About Legs?

We now know how much Netflix with Ads will cost; we think we know how many ads they have to show us to make up for the lost revenue. What is unclear is if people will watch that many ads. It looks lik...

14 Loka 202220min

Thu. 10/13 – The End Of The Office Era

Thu. 10/13 – The End Of The Office Era

Signal is phasing out SMS and MMS. Microsoft is sunsetting Microsoft Office branding. The SEC is poised to officially ban some Chinese hardware. Is AR not living up to its promise as a tool for soldie...

13 Loka 202217min

Wed. 10/12 – Meta’s VR Event; Microsoft’s Surface Event

Wed. 10/12 – Meta’s VR Event; Microsoft’s Surface Event

Only two big stories really. We break down yesterday’s Meta VR event, including the new high end Quest Pro. But did Zuck show us anything that will get anyone excited about the Metaverse yet? And Micr...

12 Loka 202218min

Tue. 10/11 – Odds And Sods

Tue. 10/11 – Odds And Sods

A whole bunch of things, including a major US bank getting into crypto custody, paying for Google cloud with crypto, Chromebooks made for gaming, the lack of anyone in the current slate of virtual wor...

11 Loka 202218min

Fri. 10/07 – What Is It With These Dang Bridges?

Fri. 10/07 – What Is It With These Dang Bridges?

There’s another huge crypto hack and I’ll give you two guesses as to what folks think the culprit is. The Twitter/Elon trial is officially paused. Meta can’t get its own developers to use their metave...

7 Loka 202218min

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