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(2262)

Mon. 02/10 – How Sam Altman Outflanked Elon Musk?

Mon. 02/10 – How Sam Altman Outflanked Elon Musk?

According to the Super Bowl ad I saw last night, anyone can use Starlink on their phone soon, not just T-Mobile users. Was this the Super Bowl of crypto-betting? Are we seeing the first signs that AI ...

10 Feb 202516min

(Omnibus) Week Of 02/03/2025

(Omnibus) Week Of 02/03/2025

(Omnibus) Week Of 02/03/2025 Learn more about your ad choices. Visit megaphone.fm/adchoices

8 Feb 20251h 18min

Fri. 02/07 – UK Backdoor Into iPhones?

Fri. 02/07 – UK Backdoor Into iPhones?

Is the UK government about to force Apple to put backdoors into all of our iPhones? Tallying up the Tech Earnings week of CAPEX announcements. We might get a new iPhone next week. The Weekend Longread...

7 Feb 202519min

Thu. 02/06 – A $50 (!!) AI Model?

Thu. 02/06 – A $50 (!!) AI Model?

Now researchers say they have trained a cutting edge AI model for… checks notes… $50. Not $50 million dollars. $50. Dollars. Get ready for the superbowl of AI ads. Amazon has scheduled an Alexa AI eve...

6 Feb 202516min

Wed. 02/05 – Shein And Temu In Deep Trouble

Wed. 02/05 – Shein And Temu In Deep Trouble

Temu And Shein got a reprieve from the USPS, but they are still in deep, deep trouble. I’ll explain why. Alphabet earnings disappoint their investors but cheer investors of Nvidia. Google and Meta goi...

5 Feb 202516min

Tue. 02/04 – Uncle Sam As A VC?

Tue. 02/04 – Uncle Sam As A VC?

Is the US government about to get into, or at least, heavily impact the VC investing business? Apparently, the trade war with China is still on. The resurrection of Twitterific. And how Spotify has qu...

4 Feb 202516min

Mon. 02/03 – OpenAI Deep Research

Mon. 02/03 – OpenAI Deep Research

OpenAI unveils Deep Research, an AI agent just for that. I’ll explain. Are Shein and Temu first up to feel the brunt of the new Trump tariffs? Apple canceled the AR project I assumed they would be piv...

3 Feb 202517min

(BNS) Terra Trust And How To Build In Uncertain Times

(BNS) Terra Trust And How To Build In Uncertain Times

If the entire world shifts after you launch your startup, what do you do? Terra Trust founder Mike DiPetrillo tells you how to do it. What was our original use-case? DOUBLE DOWN on what you do well. ...

1 Feb 202538min

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