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. 08/12 – Some Apple Rumors Before Pixel Day

Mon. 08/12 – Some Apple Rumors Before Pixel Day

Hey, want to know the iPhone product road map for the next year or so? I wonder why that’s coming out today? Instagram is copying something it forgot to copy from Snapchat. Celsius wants a ton of bitc...

12 Elo 202417min

Fri. 08/09 – Mac Mini To Get Mini-er?

Fri. 08/09 – Mac Mini To Get Mini-er?

Apple’s new EU rules still aren’t acceptable to Spotify and Epic. Could we be getting a new, smaller Mac Mini this year? Perplexity AI is showing some real numbers in its effort to unseat Google Searc...

9 Elo 202416min

Thu. 08/08 – Would You Buy A Subscription Mouse?

Thu. 08/08 – Would You Buy A Subscription Mouse?

TikTok launches Spotlight. Meta’s budget kills a VR studio. Why did everyone think Logitech was going to create a mouse you had to pay a subscription to use? And did you know how big Anime is? I did n...

8 Elo 202417min

Wed. 08/07 – Is The New Google TV Streamer An Apple TV 4K Killer?

Wed. 08/07 – Is The New Google TV Streamer An Apple TV 4K Killer?

Google’s new TV streaming appliance, plus lots of lot of Gemini stuff is coming to Google Home and Nest and such. Elon tries to get advertisers to come back to X by… suing them. That time Intel had a ...

7 Elo 202416min

Tue. 08/06 – Google Loses In Court

Tue. 08/06 – Google Loses In Court

Three big stories to catch you up on. A federal judge has ruled Google is an illegal monopoly. The Game Of Thrones style drama at OpenAI is just getting weirder. And what if all those weird acquihires...

6 Elo 202417min

Mon. 08/05 – OpenAI Can Detect AI Text But Isn’t Sure It Wants To

Mon. 08/05 – OpenAI Can Detect AI Text But Isn’t Sure It Wants To

Why is OpenAI sitting on technology that could detect AI cheating? Why is Bitcoin so correlated to the stock market? Why is Elon restarting his lawsuit against OpenAI? Why are the Chinese launching a ...

5 Elo 202416min

Fri. 08/02 – Intel Is Bailing Water

Fri. 08/02 – Intel Is Bailing Water

So, tech earnings continued to be boring. Apple was fine. Amazon was not quite so fine. And then someone we don’t cover closely really messed the bed. I’ll tell you who. Are we starting to see the fir...

2 Elo 202417min

Thu. 08/01 – Now Meta’s AI Spending Is Fine?

Thu. 08/01 – Now Meta’s AI Spending Is Fine?

So I guess Zuck has convinced Wall Street that all the capex spending on AI is fine. How good a business is Tether? A gooooood business. The first arrival of Apple Intelligence is sort of a ho-hum for...

1 Elo 202418min

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