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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(IHP) Amazon's Founding Part 1

(IHP) Amazon's Founding Part 1

Originally published February 2015. Finally, the long-promised foray into e-commerce, starting with… not the first… but practically the first… player in the space… and ironically enough, the 800 pound...

3 Juli 202353min

Fri. 06/30 – Apple $3T?

Fri. 06/30 – Apple $3T?

Second time the charm for Apple to close above $3 trillion? Google says it will remove news links in Canada. Meta will allow you to download apps directly from Ads. Self driving cars are giving cops m...

30 Juni 202317min

Thu. 06/29 – Big Interesting (AI) Raises

Thu. 06/29 – Big Interesting (AI) Raises

Satya Nadella had his day in court. Looks like the FTC is finalizing its big case against Amazon. YouTube has advertisers asking for refunds. Big new interesting raises in the AI space. And ahead of t...

29 Juni 202317min

Wed. 06/28 – Who Needs A Mac Pro?

Wed. 06/28 – Who Needs A Mac Pro?

Even in bankruptcy, even FTX is like, maybe we’ll hold on to these AI investments. Could Windows itself become a fully cloud product? Has Google canceled its AR project? How AI is making even Billy Be...

28 Juni 202317min

Tue. 06/27 – What If OpenAI Did Its Own Copilot?

Tue. 06/27 – What If OpenAI Did Its Own Copilot?

Checking in with the FTC vs. Microsoft case. Checking in with the effort to recover funds from FTX. What if OpenAI did its own Copilot? Would Microsoft be pissed? And reviews of the Pixel Fold include...

27 Juni 202317min

Mon. 06/26 – The M&A Deluge In AI Begins

Mon. 06/26 – The M&A Deluge In AI Begins

Well, this AI moment is only about 6 months old, but it looks like the mergers and acquisitions are beginning in earnest. Wait, we’re still worried about 5G interfering with airplanes? Amazon wants yo...

26 Juni 202317min

(Portfolio Profile) The Player's Lounge

(Portfolio Profile) The Player's Lounge

Find out more at ThePlayerslounge.io Learn more about your ad choices. Visit megaphone.fm/adchoices

24 Juni 202336min

Fri. 06/23 – Meta To Turn Off The (Canadian) News Spigot?

Fri. 06/23 – Meta To Turn Off The (Canadian) News Spigot?

Are Canadians about to lose their access to news on Instagram and maybe Google too? More details about what that Apple headset will actually be like to use. The newest claimant to the supercomputer cr...

23 Juni 202318min

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