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