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(2274)

Tue. 12/07 – Tim Cook’s Secret China Deal?

Tue. 12/07 – Tim Cook’s Secret China Deal?

The Information has a story about a secret deal Apple struck that really solidifies Tim Cook as the China whisperer. Intel proves itself to be an astute investor as it weighs a public spinoff of Mobil...

7 Des 202117min

Mon. 12/06 – DoorDash Tries Something Radical: Employees

Mon. 12/06 – DoorDash Tries Something Radical: Employees

DoorDash tests a wildly new business model: employees! Apple launches a Winter War in Russia. Two stories of US telecom companies doing what US telecom companies do: act shady. And Buzzfeed finally hi...

6 Des 202116min

(TWTR SPC) Jack Dorsey, Halo Infinite And Foldable Phones

(TWTR SPC) Jack Dorsey, Halo Infinite And Foldable Phones

Mulling over the whole legacy of Jack Dorsey and name changes for tech companies in general. The weird way gaming is changing right now (see: Halo Infinite). And are foldable phones ready for the big ...

4 Des 20211h 21min

Fri. 12/03 – Acquisition Deathwatch: Nvidia/Arm

Fri. 12/03 – Acquisition Deathwatch: Nvidia/Arm

Another tech deal goes on a deathwatch, but this time it’s Nvidia and Arm, and this time I think it’s for real. Google is probably working on its own smartwatch. Didi is the first Chinese stock to del...

3 Des 202119min

Thu. 12/02 – Square Changes Its Name To Block

Thu. 12/02 – Square Changes Its Name To Block

Square changes its name to Block. Apple is hinting at unexpectedly weak iPhone demand. TikTok adds monetization tools. How many people have never used the Internet? And the story behind that whole Spo...

2 Des 202118min

Wed. 12/01 – Twitter Bans “Private” Sharing

Wed. 12/01 – Twitter Bans “Private” Sharing

Twitter bans “private” sharing, but there’s some confusion about what that actually means. A big executive departure throws more doubt on Meta’s crypto ambitions. There’s a new Snapdragon flagship chi...

1 Des 202117min

Tue. 11/30 – Meta Might Do The Giphy Deal Anyway

Tue. 11/30 – Meta Might Do The Giphy Deal Anyway

Tue. 11/30 – Meta Might Do The Giphy Deal Anyway The UK quashes the Giphy acquisition, but is it actually dead? Maybe not. Was Cyber Monday a bit of a disappointment this year? Why your Pixel phone mi...

30 Nov 202117min

Mon. 11/29 – Jack Dorsey To Leave Twitter

Mon. 11/29 – Jack Dorsey To Leave Twitter

Jack Dorsey is reportedly about to be a one company CEO if he steps down from Twitter. The acquisition of Giphy is on life support. Folks remember Microsoft could be an antitrust target too. Will Appl...

29 Nov 202116min

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