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)

Thu. 06/12 – Meta’s Big AI Acqui-hire

Thu. 06/12 – Meta’s Big AI Acqui-hire

I explain how and why exactly this big Meta investment in Scale AI came about. Hollywood sues AI in a big way for the first time. A look at how stablecoins have mainstreamed crypto at long last. And e...

12 Jun 202517min

Wed. 06/11 – o3-pro

Wed. 06/11 – o3-pro

OpenAI rolls out an o3-pro model. Android one-ups iOS with a quick release. So far so good for the launch of the Switch 2. What is Google doing with its headcount? And is essentially a giant hologram ...

11 Jun 202517min

Tue. 06/10 – Zuck’s Big AI Ambitions

Tue. 06/10 – Zuck’s Big AI Ambitions

Zuckerberg’s big ambitions for AI seem to be coming into focus. OpenAI is actively starting to play the field when it comes to compute. More signs AI is kneecapping web traffic. And what do we think? ...

10 Jun 202516min

Mon. 06/09 – WWDC 2025

Mon. 06/09 – WWDC 2025

All the headlines from WWDC. Microsoft unveils the first iteration of that handheld gaming strategy. Meta is considering its largest external AI investment yet. And did Apple researchers reveal that L...

9 Jun 202522min

Fri. 06/06 – IPO’s Back On The Menu?

Fri. 06/06 – IPO’s Back On The Menu?

Circle had such a successful IPO, I’m wondering if IPO’s might finally be back on the menu. Turns out Anthropic cut off Windsurf for the most obvious reason. Maybe Manus really is stoking a new gold r...

6 Jun 202517min

Thu. 06/05 – Some In Hollywood (Quietly) LOVE AI

Thu. 06/05 – Some In Hollywood (Quietly) LOVE AI

Reddit goes after Anthropic. Meta seems to be reading a much cheaper Vision Pro killer, while still moving forward with their ambitious smartglasses product. What if your Amazon delivery person was no...

5 Jun 202518min

Wed. 06/04 – State Of The AI Coding Landgrab

Wed. 06/04 – State Of The AI Coding Landgrab

Windsurf accuses Anthropic of blocking it from AI models in a sign that competition in the AI coding space is fierce. But will the real battle happen when the likes of Microsoft and Google really go a...

4 Jun 202516min

Tue. 06/03 – Framing The AI Debate

Tue. 06/03 – Framing The AI Debate

Elon Musk is suddenly fundraising everywhere. An attempt to solve the nomenclature problem around hacking groups. Is the solution to more energy for data centers already hidden inside the grid? And th...

3 Jun 202516min

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