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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Wed. 07/16 – Jensen Gets Bullish

Wed. 07/16 – Jensen Gets Bullish

Jensen is feeling his oats after the reprieve on China, spilling lots of tea about where he see the AI industry. OpenAI is going after the office and also the storefront, with interesting new integrat...

16 Juli 202517min

Tue. 07/15 – Nvidia Back In Business In China?

Tue. 07/15 – Nvidia Back In Business In China?

Has the US government suddenly allowed Nvidia back in business in China? A segment wherein I make the case the GW’s are the new metric that matters to the tech industry, over and above anything else. ...

15 Juli 202517min

Mon. 07/14 – Google Snatches Windsurf From OpenAI

Mon. 07/14 – Google Snatches Windsurf From OpenAI

Google snatched the Windsurf acquisition out from under OpenAI in a big new acquihire. SpaceX is investing in xAI. ChromeOS and Android to merge, but for real this time? Was there a new sort of DeepSe...

14 Juli 202518min

Mega Omnibus Episode

Mega Omnibus Episode

Mega Omnibus Episode Learn more about your ad choices. Visit megaphone.fm/adchoices

12 Juli 20252h 8min

Fri. 07/11 – Grok: Let Me See What Elon Thinks

Fri. 07/11 – Grok: Let Me See What Elon Thinks

So, it sure looks like Grok tries to align some of its answers with the views of its maker, Elon Musk, but the question is why… Does AI have to align with political views more generally? New, tangible...

11 Juli 202519min

Thu. 07/10 – Grok 4

Thu. 07/10 – Grok 4

Grok 4 is out, plus Grok 4 Voice, Grok 4 Code, a bunch more. Ok we know Zuck wants to catch up on AI, but an insider explains why they think Meta fell behind in the first place. Are AI web browsers th...

10 Juli 202517min

Wed. 07/09 – Samsung Unpacked

Wed. 07/09 – Samsung Unpacked

All the of the headlines from the Galaxy Unpacked event that was mostly about really thin foldable phones. Big changing of the guard at Apple. What happens when you make a bet on a betting market, thi...

9 Juli 202517min

Tue. 07/08 – Zuck Poaches AI Talent From Apple

Tue. 07/08 – Zuck Poaches AI Talent From Apple

How much further behind can Apple get in AI now that Zuck is poaching from them as well? OpenAI has been forced to batten down the hatches, quite literally. A fully licensed AI video model. And back t...

8 Juli 202517min

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