The Ledger, every show

“They revealed that they booked ten billion cash gain from the amount of cash OpenAI has on this balance sheet due to all these, like, huge fundraisings that they're doing. But they also said that 45% of their future Azure contracts were based on OpenAI.”

“Yeah, I mean, we're hearing 50, potentially raising fifty billion at a 1.5 trillion valuation.”

“I hate to make bold predictions, especially in tech, because you can often be spectacularly wrong, but I do not think they're going to say GPT-V is anything approaching AGI, however you choose to define it.”

“Part of the reason they're able to claim Stargate is off the ground is because they changed the definition of it. Previously, it had to involve open AI, Oracle, the data center provider, SoftBank, the financier and MGX, which is a huge New sovereign wealth or …”

“And what they were able to do is take the most complicated sort of doc Like house level, you know, the TV show house level, weird medical ailments that affect one person every six years. And they were able to diagnose them, you know, at a rate like four times …”

“The way that they've integrated AI into search, whether it's the overviews, the bullet points at the top of your results, or the AI mode, which you can click on, and then it just behaves like GPT, Gemini, or Claude. It's actually Boosting engagement. People ar…”

“They're going to have to share more data with rivals. They're going to lose the right to be Apple's exclusive search engine provider on Safari across its devices.”

“We reported that far from looking for a new CEO the board is actually looking at giving him a new pay package.”

“Microsoft is on track to spend a hundred and forty billion this fiscal year, which their fiscal year is a bit weird. It runs from to June instead of to December. And that's pretty much with on track with what they spent in the last quarter of last year, which …”

“Google's also looking at it. Jeff Bezos is looking at doing it through, you know, through his blue blue origin rocket company.”

“And then you have open AI, like using the same system, not officially entering, not subjecting itself to the same type of controls and scrutiny and front running Google's announcement by three days.”

“I think Mustafa Suleiman now has six or 7000 people reporting to him. And just this week, I reported that they'd poached another 23 from DeepMind.”

“Microsoft is going to put a few billion in we here, but you know, not too much more because obviously they already own 27% of the restructured company.”