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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Thu. 02/10 – Code Hints Of Apple’s “realityOS”

Thu. 02/10 – Code Hints Of Apple’s “realityOS”

Not just rumors of an Apple AR headset, but actual code mentions of a “realityOS” are showing up now. Microsoft hopes to head off the regulators with some app store rules. Now Flash storage chips migh...

10 Helmi 202218min

Wed. 02/09 – The Samsung Galaxy S22 Event

Wed. 02/09 – The Samsung Galaxy S22 Event

All the headlines from the Samsung event, including the new S22 lineup and some massive new tablets. Can Meta’s stock crash so much that it would become immune to antitrust liability? And, look, the a...

9 Helmi 202224min

Tue. 02/08 – Nvidia And Arm Are Off

Tue. 02/08 – Nvidia And Arm Are Off

It’s a day of retrenchment. Nvidia and Arm are off. Peter Thiel is leaving the Meta board. Peloton loses its CEO ahead of what is likely to be disastrous earnings. The IRS backs down from the whole fa...

8 Helmi 202217min

Mon 02/07 – Rogangate And The ENS DAO Controversy

Mon 02/07 – Rogangate And The ENS DAO Controversy

Rogangate rolls on. Why a controversy in the Ethereum Name Service community might be even more interesting, because of what it might teach us about the viability of DAOs. Twitter is, oddly, testing w...

7 Helmi 202217min

Fri. 02/04 – Tech Earnings Whiplash!

Fri. 02/04 – Tech Earnings Whiplash!

That crack you felt in your spine was just the whiplash from the craziest 24 hours in tech earnings I’ve ever seen. Amazon has created a bigger advertising business than the entire newspaper industry....

4 Helmi 202220min

Thu. 02/03 – Meta.Bomb

Thu. 02/03 – Meta.Bomb

Meta really steps in it with earnings that send the stock down fully 25%. The plague of hacks hitting crypto startups. The ransomware attack causing a snacks crisis in Britain. Bored Apes Yacht Club i...

3 Helmi 202218min

Wed. 02/02 – YouTube Bigger Than Netflix?

Wed. 02/02 – YouTube Bigger Than Netflix?

Alphabet gives a new meaning to the term blowout quarter. Cruise is getting ready to launch its robotaxi business in San Francisco. A GDPR issue that might have huge implications. Starlink has a new p...

2 Helmi 202218min

Tue. 02/01 – Destiny And Wordle Get Acquired

Tue. 02/01 – Destiny And Wordle Get Acquired

The year of gaming consolidation is upon us, with Sony snapping up Bungie. Not EXACTLY related, but the NYTimes has acquired Wordle. Did the CEO of Bolt’s tweets lose him the top job at the company he...

1 Helmi 202218min

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