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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Tue. 04/28 – Deepfakes As A Killer (Advertising) App

Tue. 04/28 – Deepfakes As A Killer (Advertising) App

Shopify unveils its own shopping app. DJI unveils the Mavic Air 2. The Pixel Buds 2 finally arrive. Tesla pushes out a new auto driving update. What really accounts for Magic Leap’s crash and burn? An...

28 Huhti 202018min

Mon. 04/27 – It’s Always A Good Day When Your Starship Doesn’t Explode

Mon. 04/27 – It’s Always A Good Day When Your Starship Doesn’t Explode

iPhone production might be delayed, but the launch might not be, and actually, that might bounce in Apple’s favor. Autocomplete for coding. A little more background on John Stankey. Progress on my rob...

27 Huhti 202018min

(Bonus Bonus) The Alfred P. Sloan Era of the Internet Era

(Bonus Bonus) The Alfred P. Sloan Era of the Internet Era

This piece: John Luttig's When Tailwinds Vanish caused me to go on a random jag this afternoon. Since I had nothing better to do than post it to Medium, I read it into the microphone too... PS: the me...

26 Huhti 202016min

(Bonus) Why Shopify Is #Winning With James McLeod

(Bonus) Why Shopify Is #Winning With James McLeod

As you’re about to hear, I’ve wanted to do a deep dive episode discussion on Shopify and how they’re suddenly the big up and coming, potential tech behemoth… arguably the most successful tech IPO of t...

25 Huhti 202030min

Fri. 04/24 - Google Battens Down The Hatches

Fri. 04/24 - Google Battens Down The Hatches

AT&T’s CEO rides off into the sunset is both a surprise and not a surprise at all. Whole bunch of interesting Google news all at once. More on that iOS zero-day, more data on tech industry hiring and ...

24 Huhti 202022min

Thu. 04/23 – Privacy Hypocrisy From France?

Thu. 04/23 – Privacy Hypocrisy From France?

Custom Mac chips by 2021? Robot nurses already in hospitals? Bill Gurley into the sunset? Why some people are accusing France of digital privacy hypocrisy, and an interesting raise in the remote work ...

23 Huhti 202017min

Wed. 04/22 – Facebook’s Big Play In India

Wed. 04/22 – Facebook’s Big Play In India

Huge Facebook investment in India. Tech earnings season is back, and this promises to be a super interesting one for all the reasons you can imagine. Two iPhone zero days found out in the wild. Patreo...

22 Huhti 202017min

Tue. 04/21 – Sonos Radio

Tue. 04/21 – Sonos Radio

Sonos launches its own streaming radio service, huge trove of Facebook accounts purchased on the dark web, Google goes with free to compete with Amazon in product search, Kickstarter is seeing a huge ...

21 Huhti 202017min

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