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. 08/04 – HUGE Show News

Fri. 08/04 – HUGE Show News

Apple and Amazon earnings make me wonder if the law of large numbers is dead. Coinbase is willing to argue over what the definition of is is. Threads continues its precipitous decline. The Weekend Lon...

4 Aug 202322min

Thu. 08/03 – Pandemic High Fliers Crash To Earth

Thu. 08/03 – Pandemic High Fliers Crash To Earth

Two stories today of startups who flew high during the pandemic, but have crashed down to earth in meaningful ways. NFT trading volumes might be sinking, but developers continue to flood into the spac...

3 Aug 202318min

Wed. 08/02 – Elon’s Gonna Get Me To Pay For Blue

Wed. 08/02 – Elon’s Gonna Get Me To Pay For Blue

Seems like I’ll have to be paying up for an X Blue subscription any day now. Meta releases a new AI music generator. We might actually be getting a big tech IPO in a matter of weeks. Amazon is readyin...

2 Aug 202317min

Tue. 10/01 – Uber Profitable

Tue. 10/01 – Uber Profitable

Uber reports meaningful, not gimmicky profitability for the first time ever. Meta’s gonna give you AI chatbots with personality. Google is overhauling Assistant with AI stuff. Even Pierson is getting ...

1 Aug 202317min

Mon. 07/31 – Will Only Bitcoin Survive?

Mon. 07/31 – Will Only Bitcoin Survive?

Brian Armstrong strongly hints that US regulators believe only Bitcoin is legal. A deep dive into what we can expect from this year’s iPhones. Is the US crackdown on tech to China having a real impact...

31 Juli 202317min

Fri. 07/28 – Is The Clock Ticking For Threads?

Fri. 07/28 – Is The Clock Ticking For Threads?

The whole Threads saga has been a whirlwind. At the beginning of the month I asked if Threads had already won. At the end of the month, I’m wondering if the clock is ticking in terms of their chances ...

28 Juli 202316min

Thu. 07/27 – Meta Back To Par

Thu. 07/27 – Meta Back To Par

Meta’s earnings say, hey, let’s just forget the last two years even happened. Is the next iPhone about to get an “action” button? What does it mean if Waymo is basically hitting pause on self driving ...

27 Juli 202316min

Wed. 07/26 – Samsung Unpacked Event

Wed. 07/26 – Samsung Unpacked Event

All the headlines from the big Galaxy Unpacked event today. This was the foldable event, but there were interesting watch announces too. Quick earnings roundup. Threads gets a follower tab. And the gr...

26 Juli 202316min

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