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(2261)

Mon. 03/24 – 23andMe Enters The Deadpool

Mon. 03/24 – 23andMe Enters The Deadpool

23andMe files for Chapter 11 bankruptcy. Are mergers and acquisitions officially back on the menu of Silicon Valley? Are cameras coming to the Apple Watch? Devs, does your AI experience line up with y...

24 Mar 202517min

Fri. 03/21 – A Look At LibGen

Fri. 03/21 – A Look At LibGen

That whole thing with Meta allegedly scraping all the world’s books using LibGen is back in the news. Cloudflare is fighting AI scraping with AI slop. A super interesting executive shakeup at Apple. A...

21 Mar 202517min

Thu. 03/20 – Is Apple In Its “Vista” Era?

Thu. 03/20 – Is Apple In Its “Vista” Era?

SoftBank acquires a chip making startup. Nvidia says it hasn’t been approached to help save Intel. OpenAI announces another expensive AI tier. Apple TV+ is losing more than a billion dollars a year. A...

20 Mar 202516min

Wed. 03/19 – Nvidia Wants To Change All Of Computing

Wed. 03/19 – Nvidia Wants To Change All Of Computing

The EU Commission has brought the hammer down on Apple and Google at the same time. All the big news from Nvidia’s big event yesterday. More details on that Google/Wiz deal. Two new Pebble smartwatche...

19 Mar 202517min

Tue. 03/18 – The Big M&A Test I Was Waiting For

Tue. 03/18 – The Big M&A Test I Was Waiting For

We get that first big test of M&A I was looking for as Alphabet acquires Wiz. Is Roku going to force us to watch ads just to turn on our TVs? The AI coding assistant space continues to be hot. The bre...

18 Mar 202516min

Mon. 03/17 – Europe Wants To Ween Itself Off Silicon Valley

Mon. 03/17 – Europe Wants To Ween Itself Off Silicon Valley

Europe wants to ween itself off of foreign big tech. Could this be the sign of a future rift with Silicon Valley? The weird case of Rippling versus Deel. Klarna lands a big fish. What the Coreweave IP...

17 Mar 202517min

Fri. 03/14 – E2EE For All!

Fri. 03/14 – E2EE For All!

The new RCS messaging standard makes encryption universal, and even Apple is getting on the bandwagon. OpenAI calls for a US ban of DeepSeek. Is Apple about to turn your AirPods into the Universal Tra...

14 Mar 202517min

Thu. 03/13 – Intel’s New Boss

Thu. 03/13 – Intel’s New Boss

Intel has a new boss and they seem to want to double down on the Foundry strategy. Meta is testing community notes. Sonos is abandoning its big streaming video hardware project. Is Adobe falling behin...

13 Mar 202515min

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