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(2274)

(Portfolio Profile) OpenAxis

(Portfolio Profile) OpenAxis

Founder Alex Damianou tells us about OpenAxis, which tells stories with data. If a picture tells a thousand words, how many does a chart tell? Easily and beautifully visualize data with an accessible ...

24 Huhti 202227min

(TWTR SPC) - WTF Netflix? W/ @loudmouthjulia

(TWTR SPC) - WTF Netflix? W/ @loudmouthjulia

The great Julia Alexander (@loudmouthjulia) joins us to talk about Netflix's big earnings bomb, CNN+ biting the big one, and the state of the streaming wars. Learn more about your ad choices. ...

23 Huhti 20221h 26min

Fri. 04/22 – The Demise Of CNN+ Makes Quibi Look Good

Fri. 04/22 – The Demise Of CNN+ Makes Quibi Look Good

CNN+ only made it, what, 1/8th of a Quibi? There’s blood on the streaming wars dance floor. a16z’s new crypto research lab makes me feel like I have to start covering them like a startup or a conglome...

22 Huhti 202217min

Thu. 04/21 – Ok. Funding Actually Secured?

Thu. 04/21 – Ok. Funding Actually Secured?

Ok. Funding actually secured, Elon? For real this time? A look at Tesla’s good earnings and monster margins. Unions are coming for big tech, it seems. A reckoning is coming for the lightning cable, it...

21 Huhti 202217min

Wed. 04/20 – Netflix Earnings Bomb; Ads To The Rescue?

Wed. 04/20 – Netflix Earnings Bomb; Ads To The Rescue?

Netflix shares crater after earnings, and the company might be turning to ad-supported streaming to eke out some growth. Coinbase’s NFT marketplace is live. Why crypto stocks are uncoupled from the un...

20 Huhti 202217min

Tue. 04/19 – Scraping The Web’s Still Legal

Tue. 04/19 – Scraping The Web’s Still Legal

Courts have reaffirmed the right to scrape the public facing web. We have some hints about how the Twitter edit button might work. Updates on the whole Twitter/Elon situation. Microsoft wants to bring...

19 Huhti 202217min

(TWTR SPC) How To Navigate Tech As An Employee W/ @GergelyOrosz

(TWTR SPC) How To Navigate Tech As An Employee W/ @GergelyOrosz

Gergely Orosz of The Pragmatic Engineer helps us figure out the strategy and expectations of joining a high profile startup, vs. the expectations and reality of joining a FAANG company. Also: the peri...

16 Huhti 20221h 38min

Fri. 04/15 – Twitter To (Poison) Pill Elon?

Fri. 04/15 – Twitter To (Poison) Pill Elon?

Twitter’s board is contemplating a poison pill to ward off Elon Musk. The US said North Korean hackers were behind that big Axie Infinity theft. Mark Gurman lists the Macs that are in line to get the ...

15 Huhti 202217min

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