OpenAI + Oracle: The New Cloud Alliance?

OpenAI + Oracle: The New Cloud Alliance?

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S&P 500: Barriers to AI IPO Opportunities

In this episode, we examine the S&P 500's refusal to allow SpaceX's fast-track entry, which also impacts OpenAI and Anthropic’s IPO prospects. We also discuss Google's $920 million monthly deal with SpaceX for AI compute power and escalating enterprise spending on AI token budget ...  Show more

The $80 Billion Funding Strategy of Alphabet

In this episode, we explore Alphabet's ambitious plan to raise $80 billion for AI development, including a major investment from Berkshire Hathaway. We also discuss Trump's recent executive order on AI regulation, GitHub's controversial pricing changes, and the shifting landscape ...  Show more

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