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. 10/07 – Apple Intelligence Gets A Date

Mon. 10/07 – Apple Intelligence Gets A Date

We finally have a date for Apple Intelligence. Meta has a new text to video AI model. Google could soon drop under 50% in the search ads market. More hope for level three automated driving. And how AI...

7 Okt 202415min

Fri. 10/04 – AI Slop Comes To Podcasting

Fri. 10/04 – AI Slop Comes To Podcasting

Google has updated Lens and is taking a page out of Perplexity’s book. OpenAI’s new canvas workspace. Why an upcoming iPhone SE might have some interesting internals. And, of course, the Weekend Longr...

4 Okt 202417min

Thu. 10/03 – The Monster OpenAI Raise

Thu. 10/03 – The Monster OpenAI Raise

OpenAI raised their round, and it basically broke all the records. The whole Wordpress mess has gotten so crazy that WPEngine is suing. Using Ray-Ban Meta Smart Glasses to dox people in real time. And...

3 Okt 202416min

Wed. 10/02 – A Tech Angle To The Hurricane

Wed. 10/02 – A Tech Angle To The Hurricane

Catching you up on a bunch of other Microsoft announcements we missed yesterday. Is Nvidia trying to break open the black box of AI? It’s absolutely wild that there’s still no viable YouTube app for t...

2 Okt 202430min

Tue. 10/01 – Running This Pod Through NotebookLM

Tue. 10/01 – Running This Pod Through NotebookLM

Do we have the first IPO of the AI era? Do we have the first AI model beyond the transformer architecture? Microsoft has a bunch of new AI tools inside Windows. We try to explain that whole controvers...

1 Okt 202432min

Mon. 09/30 – Controversial AI Bill Vetoed

Mon. 09/30 – Controversial AI Bill Vetoed

That controversial AI bill in California has been vetoed by Governor Newsom. Is even Apple now thinking that its Vision Pro strategy might need a rethink? What really is OpenAI’s situation right now, ...

30 Sep 202416min

Fri. 09/27 – Sam Altman Declines To Go “Founder Mode”

Fri. 09/27 – Sam Altman Declines To Go “Founder Mode”

Founder Mode? Not for me, says Sam Altman, but we will see. A few new gadgets from Samsung. Maybe ARM should buy Intel. Are AI startups hitting revenue traction faster than SaaS startups did? And, of ...

27 Sep 202417min

Thu. 09/26 – The Orion Smartglasses

Thu. 09/26 – The Orion Smartglasses

There’s only two stories really. If you can believe it, more executive departures at OpenAI, as it looks like they’re serious about going for profit. And yes, Meta announced a new Quest headset, but t...

26 Sep 202417min

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