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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Mon. 06/02 – How DoorDash Has Quietly Been Killing It

Mon. 06/02 – How DoorDash Has Quietly Been Killing It

We know WWDC might be underwhelming this year, but to what degree? Is Samsung about to pick Perplexity as its horse in the AI race? AI based acquisition and wrapups continue to be the new hotness in V...

2 Kesä 202516min

Fri. 05/30 – Big Meta/Anduril Deal Is A Big Deal

Fri. 05/30 – Big Meta/Anduril Deal Is A Big Deal

Why Meta’s big deal with Anduril is a big deal for the entire tech industry. Microsoft is kinda not joining, but also kind of all in on the handheld gaming race. Count Hugging Face as someone else ser...

30 Touko 202517min

Thu. 05/29 – Somebody Knows Victoria’s Secrets

Thu. 05/29 – Somebody Knows Victoria’s Secrets

Nvidia had solid earnings, though they’re quite concerned about being boxed out of China. The apparent hack of Victoria’s Secret gave me a dad-joke-title for today’s episode. Why DeepSeek’s recent R1 ...

29 Touko 202518min

Wed. 05/28 – Apple Playing Games Again

Wed. 05/28 – Apple Playing Games Again

Apple is making noises in the gaming space once again, but I feel like we’ve heard this all before. Getty is still deadly serious about suing AI companies. Self driving trucks seem to be juuuust about...

28 Touko 202518min

Tue. 05/27 – The “Holy Grail” Of AI Models

Tue. 05/27 – The “Holy Grail” Of AI Models

Salesforce is back in the acquisition swing. Circle is going for an IPO. Is Netflix about to lose the streaming service crown? The Holy Grail of AI Models. And is your boss more demanding of your outp...

27 Touko 202517min

(Bonus) Calmwave Profile

(Bonus) Calmwave Profile

Find out more about Calmwave at Calmwave.ai. The case study we mention is here: https://catalyst.wellstar.org/casestudies/calmwave/ Learn more about your ad choices. Visit megaphone.fm/adchoic...

26 Touko 202535min

Fri. 05/23 – Tim Apple’s Very Bad Week

Fri. 05/23 – Tim Apple’s Very Bad Week

Tariff fun is back and this time there’s only one tech company in the crosshairs: Apple. Anthropic releases flagship new Claude models, and they seem to be impressive, but half the story here is how w...

23 Touko 202517min

Thu. 05/22 – OpenAI Acquihires Jony Ive!

Thu. 05/22 – OpenAI Acquihires Jony Ive!

Is this is biggest acquihire of all time? Jony Ive is joining OpenAI to the tune of $6.5 billion dollars. And what is he going to do there? Create hardware devices that Sam Altman expects to ship 100 ...

22 Touko 202516min

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