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(2268)

Mon. 11/06 – Elon “Groks” AI

Mon. 11/06 – Elon “Groks” AI

Elon releases his AI model. The Chinese AI startup that has hit unicorn status in just 8 months by going the open source route. The reviews of the new Mac with M3 chips are out, and they’re generally ...

6 Nov 202318min

Fri. 11/03 – SBF Guilty

Fri. 11/03 – SBF Guilty

Sam Bankman Fried has been found guilty. The FTC alleges Jeff Bezos ordered Amazon to boost junk ads. Elon Musk says Starlink is almost profitable. He also says he’s about to release his own AI model....

3 Nov 202317min

Thu. 11/02 – Silicon Mesa?

Thu. 11/02 – Silicon Mesa?

Looks like Disney is finally going to swallow Hulu. One more time we’re going to look at the AI regulation debate, this time noting that governments are regulating tech ahead of time for the first tim...

2 Nov 202317min

Wed. 11/01 – WeWork To The Deadpool?

Wed. 11/01 – WeWork To The Deadpool?

LinkedIn has an AI job coach for you. Netflix’s ad tier is doing well. But is it doing well enough. You might have thought this already happened, but WeWork seems to be seriously circling the deadpool...

1 Nov 202316min

Tue. 10/31 – The New M3 Chips And Macs

Tue. 10/31 – The New M3 Chips And Macs

All the headlines for last night’s Apple event, including interesting details about the new M3 chips. One year on from Elon purchasing it, what is X worth now? Is Nvidia gonna have to cancel all those...

31 Okt 202317min

Mon. 10/30 – AI Guardrails

Mon. 10/30 – AI Guardrails

Governments around the world announce guardrails for AI… or, at least, suggest some. OpenAI takes steps to keep you from going to plugins. Meta seems serious about offering a subscription option to Eu...

30 Okt 202317min

(Bonus) Did Tech Recover This Year? With Big Technology

(Bonus) Did Tech Recover This Year? With Big Technology

We started this year with layoffs and the whole "Tech Recession" narrative. So, as we wind up the year, did tech recover this year, and if so, how? Also, self-driving cars and speculation on Monday's ...

28 Okt 20231h 24min

Fri. 10/27 – SBF Takes The Stand

Fri. 10/27 – SBF Takes The Stand

Amazon wraps up tech earnings week. Microsoft raises the alarm about a really sophisticate new hacking group. SBF actually takes the stand. OpenAI sets up a system to keep their AI from, you know, blo...

27 Okt 202318min

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