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. 09/29 – Could Apple Have Bought Bing?

Fri. 09/29 – Could Apple Have Bought Bing?

What if Apple had bought Bing and turned it into its own search engine? Why did France’s competition authority raid, we believe, Nvidia’s offices? Big layoffs and peel offs from Epic shows that the ga...

29 Sep 202316min

Thu. 09/28 – Meta Connect

Thu. 09/28 – Meta Connect

The Meta Connect keynote was yesterday and they announced a bunch of stuff including AI chatbots, a new Quest 3, and the continuation of those Ray-Ban smart glasses that are actually getting kind of i...

28 Sep 202315min

Wed. 09/27 – The Big Amazon Lawsuit

Wed. 09/27 – The Big Amazon Lawsuit

The big FTC-led lawsuit against Amazon is live. Is Jony Ive working with OpenAI to create an AI hardware product? OpenAI might soon be 3x-ing its private valuation. What the writers won from Hollywood...

27 Sep 202317min

Tue. 09/26 – Spotify Pumps Up The Jam

Tue. 09/26 – Spotify Pumps Up The Jam

Spotify’s new Jam product is kind of the coolest new feature I’ve heard in a while. Looks like the FCC is bringing net neutrality back. Google discontinues some products. New drone reviews and a new d...

26 Sep 202316min

Mon. 09/25 – Amazon Makes A Big Bet On Anthropic

Mon. 09/25 – Amazon Makes A Big Bet On Anthropic

Amazon makes a big bet on Anthropic. A big DeFi hack. The US government is weighing a sort of “know your customer” rule for big cloud providers. OpenAI has rolled out some cool new ways to interact wi...

25 Sep 202318min

(Portfolio Profile) Play

(Portfolio Profile) Play

Find out more about Play at CreateWithPlay.com Learn more about your ad choices. Visit megaphone.fm/adchoices

23 Sep 202329min

Fri. 09/22 – Microsoft… Wins?

Fri. 09/22 – Microsoft… Wins?

The UK CMA looks like it’s folding, so the Microsoft/Activision acquisition can go through now? YouTube unveils some cool AI tools. Amazon is adding ads to Prime Video and raising the price. And, of c...

22 Sep 202316min

Thu. 09/21 – The Microsoft And Amazon Fall Events

Thu. 09/21 – The Microsoft And Amazon Fall Events

All the headlines from the Microsoft Fall event. The Amazon Fall event. OpenAI teasing DALL-E 3. And one more review of a recent Apple product, and for the first time in a long time, the consensus see...

21 Sep 202316min

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