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. 09/03 – The X Ban In Brazil

Tue. 09/03 – The X Ban In Brazil

We missed a pretty big story this weekend. X getting banned in Brazil. I’ll try to catch you up on all the contours of this. Canva’s raising prices and it’s pissing people off because, I mean, they ar...

3 Syys 202417min

Fri. 08/30 – Who ISN’T Investing In OpenAI?

Fri. 08/30 – Who ISN’T Investing In OpenAI?

At this point it would be quicker to name the big tech company that’s NOT investing in OpenAI’s latest round. Amazon’s new Alexa service is just going to be Anthropic’s Claude in drag disguise I guess...

30 Elo 202417min

Thu. 08/29 – Nvidia Earnings… Are Ok…

Thu. 08/29 – Nvidia Earnings… Are Ok…

Nvidia’s earnings were huge but because they didn’t manage to beat the biggest expectations out there, it’s kind of a miss? Pavel Durov has been formally charged by France. Does TikTok fall outside of...

29 Elo 202417min

Wed. 08/28 – Strawberry Emoji

Wed. 08/28 – Strawberry Emoji

I explain why everyone has been posting strawberries in AI circles. It’s cause of a potential new breakthrough at OpenAI. Cerebras launches the first new AI chip competition to Nvidia. China has repor...

28 Elo 202417min

Tue. 08/27 – More On Pavel Durov

Tue. 08/27 – More On Pavel Durov

As more details come out about the arrest of the founder of Telegram, a deeper look at Pavel Durov himself. We have the date of the iPhone event. We have a new record gaming number from Steam. And are...

27 Elo 202416min

Mon. 08/26 – Telegram CEO Arrested

Mon. 08/26 – Telegram CEO Arrested

French authorities have arrested Telegram CEO Pavel Durov. Chinese tech companies are spending like crazy on AI too, btw. What are the smart glasses and VR gear Meta is poised to give us next month? A...

26 Elo 202416min

(BNS) The Crowdstrike Thing (With Overmind.tech)

(BNS) The Crowdstrike Thing (With Overmind.tech)

Breaking down the Crowdstrike outage with Overmind.tech Learn more about your ad choices. Visit megaphone.fm/adchoices

24 Elo 202423min

Fri. 08/23 – The Bolt Saga

Fri. 08/23 – The Bolt Saga

Microsoft deprecating a feature that it launched back in 1985. There’s a pretty big loophole that is still letting China use H100 chips. The weird saga evolving over at Bolt. And, of course, the Weeke...

23 Elo 202419min

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