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(2260)

Fri. 07/25 – GPT-5 In Two Weeks?

Fri. 07/25 – GPT-5 In Two Weeks?

Could Intel exit the high-end chip game entirely? Why are public companies loading up on crypto? GPT-5 is probably coming in a matter of weeks. What if it’s actually AI jobpocalypse… not now? And in t...

25 Jul 202518min

Thu. 07/24 – The US AI Action Plan

Thu. 07/24 – The US AI Action Plan

The White House has rolled out its big AI Action Plan. Google reported earnings but really wanted you to know about consumer adoption of its AI. A new Kindle Colorsoft. TMobile’s Starlink service is a...

24 Jul 202517min

Wed. 07/28 – Don’t Sleep On That SharePoint Exploit

Wed. 07/28 – Don’t Sleep On That SharePoint Exploit

Don’t sleep on that SharePoint exploit from earlier this week as it seems to have led to a ton of still active breaches. Apple has a new insurance plan for you. Elon wants even more money for xAI. The...

23 Jul 202517min

Tue. 07/22 – Is Masa Son Being Left Behind In AI Again?

Tue. 07/22 – Is Masa Son Being Left Behind In AI Again?

Well, just like that, AI’s winning the Math Olympiad is commonplace. Is Stargate struggling to get off the ground, or is Sam Altman just going to do Stargate on his own without Masa Son? The AI compan...

22 Jul 202517min

Mon. 07/21 – Massive SharePoint Zero-Day

Mon. 07/21 – Massive SharePoint Zero-Day

Serious zero-day has been uncovered that is affecting everybody all around the world. There is a patch tho. Mark Gurman dishes on the foldable iPhone. TSMC joins the Trillion-Dollar-Club. If you’re an...

21 Jul 202518min

(BNS) Leap Labs

(BNS) Leap Labs

To find out more about Leap Labs go to Leap-Labs.com The white paper is here. Blog is here (with case studies). To get in touch with them: hello@leap-labs.com Learn more about your ad choices....

19 Jul 202542min

Fri. 07/18 – ChatGPT Agent

Fri. 07/18 – ChatGPT Agent

OpenAI has a new agent that can control your entire computer. You might soon be able to put crypto in your 401k. Why is Apple suing a prominent YouTuber? And in the Weekend Longreads, the one article ...

18 Jul 202520min

Thu. 07/17 – AI Pricing

Thu. 07/17 – AI Pricing

TSMC earnings suggest the AI buildout is continuing apace. Stablecoin regulation clears a major hurdle. Is Anthropic doing well growing revenue? Maybe not OpenAI well, but well enough? More signs Micr...

17 Jul 202520min

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