Oracle - Frontier Models

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02:07:40

Claude Code for Finance + The Global Memory Shortage: Doug O’Laughlin, SemiAnalysis

Interviews8 months ago

Claude Code for Finance + The Global Memory Shortage: Doug O’Laughlin, SemiAnalysis

Doug O'Laughlin, founder of SemiAnalysis and one of the semiconductor industry's most-followed independent research analysts, joins L...

22:53

Why $650 Billion in AI Spending ISN’T Enough

News & Opinion8 months ago

Why $650 Billion in AI Spending ISN’T Enough

Alphabet's Q4 2025 earnings revealed revenues exceeding $400 billion for the first time in company history—and a 2026 capital expendi...

25:53

Google Goes All-In on the AI Arms Race | Prof G Markets

News & Opinion8 months ago

Google Goes All-In on the AI Arms Race | Prof G Markets

Prof G Markets breaks down Google's historic $32 billion debt raise—completed in under 24 hours—as a strategic signal of its commitme...

18:32

Sam Altman Breaks Silence On The AI Chaos

News & Opinion8 months ago

Sam Altman Breaks Silence On The AI Chaos

Reports emerged in early 2026 that Nvidia's planned $100 billion investment in OpenAI had stalled, and this TheAIGRID video breaks do...

01:20:03

a16z, Anish Acharya: Is SaaS Dead? Do Margins Still Matter? Why We Are Not in an AI Bubble?

Interviews8 months ago

a16z, Anish Acharya: Is SaaS Dead? Do Margins Still Matter? Why We Are Not in an AI Bubble?

Anish Acharya, General Partner at Andreessen Horowitz leading consumer and fintech investing at Series A, joins Harry Stebbings on 20...

26:15

Why the Smartest AI Teams Are Panic-Buying Compute

Deep Dives8 months ago

Why the Smartest AI Teams Are Panic-Buying Compute

Nate B Jones presents a systematic analysis of what he frames as a structural crisis in AI compute infrastructure: global enterprise...

13:51

Are Markets Still Worried About an AI Bubble?

News & Opinion8 months ago

Are Markets Still Worried About an AI Bubble?

This episode of The AI Daily Brief uses Meta and Microsoft's latest earnings reports as a window into the current state of AI bubble...

18:37

the $125 Billion Secret: Amazon Told Wall Street One Thing and Employees Another

News & Opinion8 months ago

the $125 Billion Secret: Amazon Told Wall Street One Thing and Employees Another

Nate B Jones presents a detailed financial analysis of Amazon's simultaneous announcement of $125 billion in capital expenditure and...

02:14:41

The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026

Interviews9 months ago

The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026

Recorded on the ground at the World Economic Forum in Davos, this All-In episode brings together C-suite executives for frank convers...

09:10

NVIDIA’s 13 New Models

News & Opinion9 months ago

NVIDIA’s 13 New Models

Sam Witteveen covers NVIDIA's CES 2026 keynote, where Jensen Huang announced 13 open-source models across autonomous vehicles, roboti...