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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Thu. 09/19 - Huawei Launches a Flagship Without Google Apps

Thu. 09/19 - Huawei Launches a Flagship Without Google Apps

Huawei tries to launch a flagship smartphone without a Google net, could Apple and Disney have merged? Some really interesting raises, for Automattic and Stripe, but also an autonomous construction eq...

19 Sep 201918min

Wed. 09/18 - Does Anyone Know What "Unlimited" Means?

Wed. 09/18 - Does Anyone Know What "Unlimited" Means?

Facebook debuts Portal TV, and wants to make AR smart glasses to replace your smartphone, Google Fi has an “unlimited” plan that is every bit as unlimited as any other, the Apple Watch Series 5 review...

18 Sep 201917min

Tue. 09/17 - The iPhone 11 Reviews Are In

Tue. 09/17 - The iPhone 11 Reviews Are In

WeWork’s IPO is off for now, Amazon Music HD is going after Tidal, the Streaming Wars mean big price tags for Seinfeld and Big Bang Theory, and a wrap up of all the iPhone 11, Pro and Pro Max reviews....

17 Sep 201917min

Mon. 09/16 - Did Amazon Change its Algorithms to Make Itself More Profitable?

Mon. 09/16 - Did Amazon Change its Algorithms to Make Itself More Profitable?

If Amazon wants to tip-toe past the regulators, headlines like those from today can’t help, October is going to be filthy with major tech launch events, is TikTok showing us the future of the Chinese ...

16 Sep 201917min

(Bonus) Building AI We Can Trust With Gary Marcus

(Bonus) Building AI We Can Trust With Gary Marcus

As I mentioned in the Weekend Longreads segment, Gary Marcus and Ernest Davis had an op ed in the times that has changed the way I think about the state of AI. But they’re also the authors of a great ...

15 Sep 201923min

(Bonus) iPhone Event Debrief With John Voorhees of MacStories

(Bonus) iPhone Event Debrief With John Voorhees of MacStories

We had the big iPhone announcement this week, so to break it down, our good friend at MacStories, John Voorhees is here to dive into… why so much backlash to this event? Was it boring? What did we act...

14 Sep 201926min

Fri. 09/13 - Cloudflare IPO: Good. WeWork IPO: (???...)

Fri. 09/13 - Cloudflare IPO: Good. WeWork IPO: (???...)

Cloudflare has a successful IPO, but will WeWork’s planned IPO be considered a success even if it actually has one? Is another investment bubble popping in the AR/VR space? Will the streaming wars kil...

13 Sep 201918min

Thu. 09/12 - Uber: We're NOT in the Ride Hailing Business!

Thu. 09/12 - Uber: We're NOT in the Ride Hailing Business!

Uber says the California contractor law doesn’t apply to it because it is… checks notes… not technically in the ride hailing business, will France block Libra in the EU, dark mode comes to Slack, crow...

12 Sep 201917min

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