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

Episoder(2271)

Mon. 03/27 – SVB Finds A New Home

Mon. 03/27 – SVB Finds A New Home

Looks like the short, sharp, SVB saga has reached the beginning of a conclusion. Twitter source code has been leaked. The doubts inside Apple about the upcoming mixed reality headset. Why has no one p...

27 Mar 202316min

(Portfolio Profile) Investor Update (And How To Do Them) With Rownd

(Portfolio Profile) Investor Update (And How To Do Them) With Rownd

Robert from Rownd shares his most recent investor update live and in real time, so you can hear how these things go. Also, want to learn more about Rownd? From Robert: Demo site: https://demo.rownd.co...

25 Mar 202325min

Fri. 03/24 – Twilight Of The Blue Checks

Fri. 03/24 – Twilight Of The Blue Checks

Twitter is finally sunsetting its legacy verified program. OpenAI rolls out ChatGPT plugins. Do Kwan has been detained and is facing formal charges here in the US. The FTC’s “click to cancel” proposal...

24 Mar 202318min

Thu. 03/23 – Coinbase Wells Notice

Thu. 03/23 – Coinbase Wells Notice

Coinbase got a Wells Notice, which is not good. Hindenburg research has a new note out and is making short run on Block, which is not good. Apple might expand its sports streaming and release more thi...

23 Mar 202317min

Wed. 03/22 – Google Bard Joins The Fray

Wed. 03/22 – Google Bard Joins The Fray

Well, we’ve got Google Bard. We’ve got a new Copilot from GitHub. Bing Image Creator is rolling out. Mozilla AI launches. The low hanging fruit that is plugging AI into NPCs to make games more realist...

22 Mar 202316min

Tue. 03/21 – TikTok Showdown

Tue. 03/21 – TikTok Showdown

Ahead of a major showdown in Congress this week, TikTok wants the US to know exactly how popular it is. Why ChatGPT was shut down for a while yesterday. Why Google is suspending PinDuoDuo from the pla...

21 Mar 202317min

Mon. 03/20 – Robots All The Way Down

Mon. 03/20 – Robots All The Way Down

New bots to make video from text prompts. Fending off the bots from biting your style. Falling in love with the bots. In the streaming wars, the ad supported experiments are working, and pricing power...

20 Mar 202317min

Fri. 03/17 – Midjourney 5 Is Amazing

Fri. 03/17 – Midjourney 5 Is Amazing

Amazon Kindle gets out of the magazine business. An ironically named PE firm is buying Porn Hub. Midjourney v5 is really mind blowing. And, of course, the Weekend Longreads Suggestions. Sponsors: Rela...

17 Mar 202317min

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