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(2263)

Fri. 07/19 – The Big CrowdStrike Outage Explained

Fri. 07/19 – The Big CrowdStrike Outage Explained

The big tech outage caused by a single software update that even my mom is texting me about. The new mini AI models are bring prices down as we hoped. How Netflix completely righted its ship. And, of ...

19 Jul 202418min

Thu. 07/18 – Crypto Exchange Hacks Are Back

Thu. 07/18 – Crypto Exchange Hacks Are Back

It looks like crypto exchange hacks are back. And so are the North Koreans, I guess. Are the Meta Ray-Bans selling so well Zuck might invest in the Ray-Ban maker? The continuing trend of tech companie...

18 Jul 202416min

Wed. 07/17 – Sorry, More Politics…

Wed. 07/17 – Sorry, More Politics…

Sorry, we gotta do more politics. Can’t avoid it cause now Trump likes TikTok and seemingly hates Mark Zuckerberg. Mistrals two new models. A big Pixel phone leak. And the interesting new “sketch to i...

17 Jul 202417min

Tue. 07/16 – A VC VP Pick

Tue. 07/16 – A VC VP Pick

JD Vance becomes the first Tech industry player, and especially Venture Capitalist, to ever be on a major presidential ticket. It’s never been easier for the cops to break into your phone. Why are the...

16 Jul 202418min

Mon. 07/15 – Google To Make Its Biggest Acquisition Ever?

Mon. 07/15 – Google To Make Its Biggest Acquisition Ever?

The biggest tech exit in years might be in the offing as Alphabet eyes scooping up Wiz. The weird story of that huge AT&T hack. A new ARM-powered CoPilot+ PC is maybe the most powerful yet. And is Ind...

15 Jul 202416min

(First Ones) Josh Wolfe Of Lux Capital

(First Ones) Josh Wolfe Of Lux Capital

More about Josh Wolfe and Lux Capital here. Learn more about your ad choices. Visit megaphone.fm/adchoices

12 Jul 202421min

Thu. 07/11 – Samsung’s Foldable Event

Thu. 07/11 – Samsung’s Foldable Event

All the headlines from what was largely a foldable phone event from Samsung yesterday. Apple has settled with the EU. More numbers on Apple Vision Pro sales. Why the sparkle emoji is the defacto symbo...

11 Jul 202416min

Wed. 07/10 – Why Everyone Is Fleeing OpenAI’s Board

Wed. 07/10 – Why Everyone Is Fleeing OpenAI’s Board

Suddenly nobody wants to be on OpenAI’s board, even as observers. I’ll tell you why. More on how AI has thrown everybody’s carbon neutral plans into chaos. A monster raise in the AI and robotics space...

10 Jul 202417min

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