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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Mon. 12/7 – ARMpocalypse Soon For The Entire Mac Lineup?

Mon. 12/7 – ARMpocalypse Soon For The Entire Mac Lineup?

Apple isn’t wasting any time when it comes to ARM-ing up its entire Mac lineup, according to Mark Gurman. Wish is about to go public too. Airbnb and DoorDash are lifting their ranges. Is email signatu...

7 Dec 202020min

(Bonus) Peter Kafka on Media, Hollywood, Substack and TikTok

(Bonus) Peter Kafka on Media, Hollywood, Substack and TikTok

As promised, here’s Recode’s Peter Kafka, the dean of the media reporters, someone we should have had on the podcast a long time before this. Do checkout his podcast, Recode Media with Peter Kafka. Sp...

5 Dec 202029min

Fri. 12/04 – CRACK! Warners Blows Up The (Traditional) Hollywood Business Model

Fri. 12/04 – CRACK! Warners Blows Up The (Traditional) Hollywood Business Model

Another monumental crack across the land as Warner Brothers has maybe signaled the death of the business model Hollywood has relied on for 100 years. Is Stripe signaling it wants to completely rewire ...

4 Dec 202018min

Thu. 12/03 – A Law To Turn Crypto Basic?

Thu. 12/03 – A Law To Turn Crypto Basic?

A new bill could regulate crypto in a way that crypto folks say would defeat the point of decentralization. Facebook antitrust could be coming next week. Loon is the first to turn the skies over to ar...

3 Dec 202017min

Wed. 12/2 – A Salesforce/Slack Deal Analysis

Wed. 12/2 – A Salesforce/Slack Deal Analysis

A full analysis of the huge Salesforce/Slack deal. What HPE leaving Silicon Valley means, even if only symbolically. Qualcomm’s new flagship Snapdragon chip. All the announcements from AWS re:Invent. ...

2 Dec 202018min

Tue. 12/01 - Amazon Launches EC2 Mac Instances

Tue. 12/01 - Amazon Launches EC2 Mac Instances

Amazon launches EC2 Mac instances. Don’t call it Libra. At least, not the Libra Association. Is Samsung thinking about discontinuing the Galaxy Note line? Why DeepMind solving the protein folding prob...

1 Dec 202018min

Mon. 11/30 – DoorDash’s IPO Seems To Be Cresting The Wave

Mon. 11/30 – DoorDash’s IPO Seems To Be Cresting The Wave

DoorDash lines up for its IPO and seems to be cresting the wave perfectly. Airbnb is right behind it, swelling a bit as well. Salesforce looks like it will be buying Slack as soon as tomorrow. The UK ...

30 Nov 202017min

Wed. 11/25 – The Blue Checkmarks Are Returning To Twitter

Wed. 11/25 – The Blue Checkmarks Are Returning To Twitter

Twitter is revving the little blue checkmark engine back up, but it will work slightly differently than before. Stripe is either already impossibly big, or not nearly as big as it should be, depending...

25 Nov 202019min

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