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

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Tue 01/24 – ALL The Details On Apple’s Headset

Tue 01/24 – ALL The Details On Apple’s Headset

Alright. It’s on. Mark Gurman has literally all the details on Apple’s forthcoming mixed reality headset. The DOJ might already have sued Google by the time you hear this. Amazon adds subscription pre...

24 Jan 202316min

Mon. 01/23 – Moar Tech Layoffs (And Moar To Come?)

Mon. 01/23 – Moar Tech Layoffs (And Moar To Come?)

More tech layoffs, and why I’m suggesting we might only be in the early innings of this tech retrenchment. Big Wall Street banks are coming for PayPal and Apple Pay. TikTok might be putting it’s thumb...

23 Jan 202318min

Fri. 01/20 – Alphabet’s Monster Layoffs

Fri. 01/20 – Alphabet’s Monster Layoffs

Now Alphabet has monster layoffs to announce. How much of it is about getting Google ready to battle OpenAI? More Twitter bans, but this time, the bans are for all 3rd party clients. The big executive...

20 Jan 202317min

Thu. 01/19 – Instagram Wants You To Take A Break

Thu. 01/19 – Instagram Wants You To Take A Break

Is Genesis finally on the verge of bankruptcy? Instagram wants you to take a break… from Instagram… and they’re even giving you tools to do so. Frowny-face for Amazon for shutting down the AmazonSmile...

19 Jan 202317min

Wed. 01/18 – The HomePod Is Back

Wed. 01/18 – The HomePod Is Back

The original HomePod is basically back, even though it’s not the original cause it’s been updated. Apple’s AR/VR plans continue to be maddeningly confusing, at least to me. Microsoft has announced hug...

18 Jan 202317min

Tue. 01/17 – New Mac Tuesday

Tue. 01/17 – New Mac Tuesday

New Macs and New M2 chips from Santa Tim this morning. Microsoft has made its Azure OpenAI Service generally available. But will lawsuits slow down the AI revolution? Is Google about to reveal its own...

17 Jan 202319min

(TWTR SPC) The Big AI Discussion

(TWTR SPC) The Big AI Discussion

Our big AI discussion with @ReamBraden and @swyx. Shawn just posted this new essay drawing on what we discussed here: Every Google vs OpenAI Argument, Dissected Learn more about your ad choice...

16 Jan 20231h 15min

Fri. 01/13 – Is The Government Crackdown On Crypto Starting?

Fri. 01/13 – Is The Government Crackdown On Crypto Starting?

The SEC just officially labeled two crypto lending programs as unregistered securities? Is the regulatory tsunami beginning? Did Tim Cook actually ask Apple to cut his pay? Did the nascent industry of...

13 Jan 202321min

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