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(2269)

Fri. 08/25 - ESPN To Amazon?

Fri. 08/25 - ESPN To Amazon?

Amazon has apparently held talks with Disney about maybe teaming up for a streaming ESPN partnership. Dropbox ends its unlimited storage option. Shein takes over Forever21. A product release so star-c...

25 Aug 202316min

Thu. 08/24 – Nvidia Blows The Roof Off The Place

Thu. 08/24 – Nvidia Blows The Roof Off The Place

Nvidia gives new meaning to the words “earnings beat.” Meta announces Code Llama. TikTok might start banning links to Amazon. SpaceX wants Starlink to be viable in cities too. And turning thoughts int...

24 Aug 202317min

Wed. 08/23 – The Playstation Portal

Wed. 08/23 – The Playstation Portal

Sony announces the PlayStation Portal handheld device. IBM announces an AI model to translate code from one type to another. OpenAI lets anyone fine tune. Is LinkedIn the big winner in social media ri...

23 Aug 202317min

Tue. 08/22 – Is Elon Tanking Things On Purpose?

Tue. 08/22 – Is Elon Tanking Things On Purpose?

Microsoft tries to appease His Majesty’s Regulators. The Arm IPO is a go. Why Nvidia continues to be huge even in China. A new AI translation model from Meta. I continue to wonder if Elon is tanking t...

22 Aug 202316min

Mon. 08/21 – Twit Pics Disappear

Mon. 08/21 – Twit Pics Disappear

More X shenanigans over the weekend. Some solid evidence that some major LLMs have in fact been trained on copyrighted material. A ton of it, in fact. As Arm prepares to IPO, who might join them, depe...

21 Aug 202316min

Fri. 08/18 – Werner Herzog Is The AI Voice We Deserve

Fri. 08/18 – Werner Herzog Is The AI Voice We Deserve

More drips and drabs Threads feature releases. Meta is readying a “Code Llama.” Throwback Friday with Uber and Lyft threatening to leave a major municipality. Our first fall hardware event is on the c...

18 Aug 202317min

Thu. 08/17 – Sometimes Startup Acquires You

Thu. 08/17 – Sometimes Startup Acquires You

OpenAI makes its first acquisition. Has AI really done anything for Bing marketshare? A really cool looking new gaming handheld. The most recent tally of tech industry layoff numbers. And Eric Schmidt...

17 Aug 202315min

Wed. 08/16 – And Now I’m A Blue Subscriber

Wed. 08/16 – And Now I’m A Blue Subscriber

By the time you hear these words, I guess I’ll be a blue subscriber cause I’m locked out of Tweetdeck otherwise. Coinbase gets regulatory approval from one agency, while another is suing them. Generat...

16 Aug 202315min

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