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(2266)

Tue. 03/26 – Musical Chairs As Microsoft Reorganizes Itself Around AI

Tue. 03/26 – Musical Chairs As Microsoft Reorganizes Itself Around AI

Executive shuffling indicates that Microsoft is serious about reorganizing itself around AI. The US and UK move against those alleged Chinese infrastructure hackers. OpenAI seems to be courting Hollyw...

26 Mar 202416min

Mon. 03/25 – The Wheels Of DMA Justice Move Fast

Mon. 03/25 – The Wheels Of DMA Justice Move Fast

They said this law would be one that was capable of moving fast. The EU has already opened formal DMA investigations into Apple and Google. Stability AI seems to be circling the Deadpool. Checking in ...

25 Mar 202415min

Fri. 03/22 – Apple Antitrust Suit Fallout

Fri. 03/22 – Apple Antitrust Suit Fallout

Everyone is analyzing the DOJ’s case against Apple. An unpatchable vulnerability in Apple Silicon has been uncovered. Threads joins the Fediverse. How that whole Microsoft hiring the Inflection AI tea...

22 Mar 202418min

Thu. 03/21 – The DOJ Sues Apple

Thu. 03/21 – The DOJ Sues Apple

The DOJ opened a lawsuit against Apple. Reddit’s IPO should be happening today. An Epic Games Store on iOS should be coming later this year. Carvana is a Covid-times high-flier that has actually recov...

21 Mar 202415min

Wed. 03/20 – Microsoft Hires DeepMind Co-Founder And Rocks The AI Community

Wed. 03/20 – Microsoft Hires DeepMind Co-Founder And Rocks The AI Community

Microsoft hiring DeepMind co-founder Mustafa Suleyman to run their new AI division might sound like boring c-suite musical chairs, but it’s actually super interesting. Intel gets the first huge check ...

20 Mar 202417min

Tue. 03/19 – Nvidia Developer Event

Tue. 03/19 – Nvidia Developer Event

Nvidia announced… well, a ton of things. Two new AI tools show that video is having an AI moment. An update on how TikTok is faring in the Senate. And an interesting raise from a startup that wants to...

19 Mar 202431min

Mon. 03/18 – Apple To Partner With Google For AI On iOS?

Mon. 03/18 – Apple To Partner With Google For AI On iOS?

I did NOT have on my bingo card Apple turning to Google to power its first big foray into modern AI on its hardware. Even while a new Apple AI model might be pointing to breakthroughs in AI reasoning....

18 Mar 202417min

(Bonus) Aravind Srinivas Of Perplexity AI

(Bonus) Aravind Srinivas Of Perplexity AI

Perplexity CEO Aravind Srinivas tell Chris and I to expect more partnerships like the recent one with Yelp; how Perplexity thinks of search differently than Google does; and the competition Perplexity...

16 Mar 202429min

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