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. 03/03 – A National Crypto Reserve?

Mon. 03/03 – A National Crypto Reserve?

Maybe we really will be getting that national crypto reserve after all. TSMC doubles down on manufacturing in the US. Return to the office is one thing, but Sergey Brin things RTO could lead to AGI, a...

3 Maalis 202515min

Fri. 10/28 – GPT-4.5

Fri. 10/28 – GPT-4.5

OpenAI has launched GPT-4.5, but they want you to know, this is not a frontier model, it’s a stepping stone. Skype enters the Deadpool. Memecoins are ok by the SEC. Most criminality in crypto is now d...

28 Helmi 202516min

Thu. 02/27 – Nvidia Earnings

Thu. 02/27 – Nvidia Earnings

Nvidia’s first earnings are out after the whole DeepSeek thing. Do they seem nervous or no? A pretty big price cut for the PlayStation VR2. Huge outflows from bitcoin ETFs. Can insecure code somehow m...

27 Helmi 202516min

Wed. 02/26 – Alexa+

Wed. 02/26 – Alexa+

Amazon finally updated Alexa with generative AI. It’s called Alexa+ and it can do plenty of neat things, but unless you’re a Prime subscriber, it’s gonna cost ya. DeepSeek is rushing its next AI model...

26 Helmi 202515min

Tue. 02/25 – Claude 3.7 Sonnet

Tue. 02/25 – Claude 3.7 Sonnet

Anthropic releases its latest cutting-edge model, Claude 3.7 Sonnet. Would you tolerate ads inside your Excel spreadsheet if you could use Excel for free? Why some journalists are joining AI companies...

25 Helmi 202516min

Mon. 02/24 – Apple’s $500B Investment In The US

Mon. 02/24 – Apple’s $500B Investment In The US

Apple makes a huge investment in US manufacturing and hiring. Are SMS messages as 2-factor authentication on the way out? The biggest crypto theft of all time happened over the last few days. And why ...

24 Helmi 202515min

The 2,000th Episode Spectacular

The 2,000th Episode Spectacular

Well, kinda... But we do talk about how the show started, get a bit into the process of what I do every day. But mostly we get deep into where AI is going, my fears for silicon valley if the M&A activ...

21 Helmi 20251h 43min

Thu. 02/20 – Microsoft’s Quantum Breakthrough

Thu. 02/20 – Microsoft’s Quantum Breakthrough

Microsoft is claiming a historical quantum breakthrough with its first quantum processor, the Majorana 1. Google is going all in on the Gemini brand. The world’s thinnest foldable phone. Rabbit releas...

20 Helmi 202517min

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