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. 04/04 – How About A TRUE iRobot?

Thu. 04/04 – How About A TRUE iRobot?

Is Apple pivoting to home robotics now that the Apple Car project is dead? Is Google about to pivot to subscription based search? Why is X handing back blue checkmarks whether people want them or not?...

4 Apr 202417min

Wed. 04/03 – Quantum Computing Breakthrough?

Wed. 04/03 – Quantum Computing Breakthrough?

Have we just had a major breakthrough in Quantum Computing? The earthquake in Taiwan might lead to some chip issues. We don’t quite know yet. Amazon is retooling it’s Just Walk Out technology. Venture...

3 Apr 202419min

Tue. 04/02 – Amazon To Enter The AI Group Chat

Tue. 04/02 – Amazon To Enter The AI Group Chat

Big trove of AT&T customer data dumped online. Microsoft is unbundling Teams. Amazon is readying its own big LLM. We should probably assume Section 230 does not cover AI. And what do you name an AI su...

2 Apr 202415min

(Bonus) Nat Friedman Interview

(Bonus) Nat Friedman Interview

What prolific AI investor Nat Friedman expects from GPT-5, Microsoft's general strategy in AI, how he invests in startups, and his background an philosophy when it comes to investing. Learn mo...

1 Apr 202442min

Fri. 03/29 – SBF To The Hoosegow

Fri. 03/29 – SBF To The Hoosegow

SBF gets 25 years. X is maybe about to NSFW. Apple’s new OLED iPads should be coming in May. I can’t cram another acronym in here to tell you about Apple suing an employee for leaking. And, of course,...

29 Mars 202416min

Thu. 03/28 – Claude 3 Opus Surpasses GPT-4 For The First Time

Thu. 03/28 – Claude 3 Opus Surpasses GPT-4 For The First Time

There’s a new king of the AI hill as Anthropic bests OpenAI for the first time. Amazon invests more in Anthropic and is investing a TON more in datacenters. Is that GPT sort of App Store not exactly c...

28 Mars 202417min

Wed. 03/27 – Hulu Comes To Disney+; WWDC Gets A Date

Wed. 03/27 – Hulu Comes To Disney+; WWDC Gets A Date

Disney launches Hulu on Disney+. Apple schedules WWDC. Some Apple users report being victims of MFA bombing attacks. What it will mean to be certified as an AI PC. And more crazy data on the hunt for ...

27 Mars 202416min

Tue. 03/26 – Musical Chairs As Microsoft Reorganizes Itself Around AI

Tue. 03/26 – Musical Chairs As Microsoft Reorganizes Itself Around AI

Executive shuffling indicates that Microsoft is serious about reorganizing itself around AI. The US and UK move against those alleged Chinese infrastructure hackers. OpenAI seems to be courting Hollyw...

26 Mars 202416min

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