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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Fri. 11/15 – Crypto Ascendant

Fri. 11/15 – Crypto Ascendant

Eighteen states are suing the SEC over crypto regulation. The FTC might be going after Microsoft, but is this well timed or terribly timed? ChatGPT on Windows just got more available. NASA has created...

15 Nov 202418min

Thu. 11/14 – The FBI (!) Investigating Polymarket

Thu. 11/14 – The FBI (!) Investigating Polymarket

Buckle up cause it’s going to be a regulation heavy day. Meta is served up its first big EU fine. The FBI is investigating Polymarket? The CFPB might require regular inspections of Google? A new AI ag...

14 Nov 202417min

Wed. 11/13 – Amazon Haul

Wed. 11/13 – Amazon Haul

The guessing game on who the new tech regulators will be for the new administration. What is Amazon Haul? Why has Bluesky suddenly seen a flurry of activity? More on Apple’s smarthome ambitions. And m...

13 Nov 202416min

Tue. 11/12 – Apple Into The Smarthome

Tue. 11/12 – Apple Into The Smarthome

Looks like Apple wants to get serious about smarthome tech. The EU gets Meta to change, but has another requested change from Apple. Signal has some new features. Netflix’s ad-tier continues to win. A...

12 Nov 202418min

Mon. 11/11 – FTX Sues Everybody

Mon. 11/11 – FTX Sues Everybody

FTX is suing basically anybody you can think of. Why will your iPhone now reboot itself if you don’t log into it for several days? Is OpenAI’s next flagship model underperforming what they were expect...

11 Nov 202416min

(Portfolio Profile) Middle Mile

(Portfolio Profile) Middle Mile

Middle Mile is the next evolution of the gig economy. Make use of your spare garage/basement space to provide fullfillment for ecommerce brands. More here: GetMiddleMile.com Learn more about y...

9 Nov 202425min

Fri. 11/08 – Share To TikTok

Fri. 11/08 – Share To TikTok

Some interesting moves over at Block. Share to TikTok could be something major for the music industry. Amazon’s offer to invest again in Anthropic comes with some interesting strings attached. More si...

8 Nov 202416min

Thu. 11/07 – More Election Stuff

Thu. 11/07 – More Election Stuff

More in depth analysis of what the Trump victory might mean for Silicon Valley, and Elon Musk’s companies in particular. Canadian regulators going after TikTok. Australia wants to make sure no one use...

7 Nov 202416min

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