Oracle
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20
episodes
with mentions
1
central
episodes
56
transcript
mentions
Apr 2024
first
mention
Jan 2026
latest
mention
Counts come from the 2026-07-22 package transcript links: a role and a mention count are recorded per episode.
Featured analysis
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042 · 2025-01-26The $500 Billion Stargate: AI Is Becoming a National Industrial Programcentral058 · 2025-05-18The US Decided to Sell NVIDIA to the World So the World Would Not Learn to Live Without NVIDIAanalysis086 · 2025-11-30Mission Genesis Turns AI Into a Government Project Where Electricity Is the Main Resourcecontext085 · 2025-11-23Gemini 3 Won a Noisy Week, but the Real Race Is for an Agent That Can Work, Not Take an Examcontext077 · 2025-09-28OpenAI Is Building a Labor Market, DeepSeek Is Preparing a New Model, and Compute Scarcity Is Becoming the Main Employercontext075 · 2025-09-14Robotaxis Are Already in Silicon Valley: Tesla’s Trillion-Dollar Valuation Depends on the Network, Not the Carcontext071 · 2025-08-17ChatGPT-5 Arrived With a New Problem: Your AI Conversations Can Become Evidencecontextextra09 · 2025-07-23Russia’s 31st Place in AI Is Not a Verdict, but Without Compute, Capital, and Mass Adoption the Ranking Will Not Changecontext053 · 2025-04-13Llama 4 Is Meta’s Weapon Not Because of Its Size, but Because It Can Be Built Into Anythingcontext025 · 2024-09-29Apple Controls the Device; OpenAI Controls the Expectation of Magic. Now They Are Moving Toward the Same Productcontext094 · 2026-01-251.9 GW for OpenAI: AI Companies Are Beginning to Resemble States in Energy Use and Influencebrief091 · 2026-01-04Your Data Is Already Working for AI: A Wristband, TikTok, Meta, and Deepfakes Are Merging Into One Personal Profilebriefextra13 · 2025-12-312025 Was the Year of AI Users, Not Companies: Models Entered Life Faster Than Business Processesbrief080 · 2025-10-19An App Store Inside ChatGPT Will Change Software Only Where the Chat Knows More Than the App Itselfbrief048 · 2025-03-09Meta and Microsoft Are Dividing User Habits, Not Modelsbrief046 · 2025-02-23Grok 3 Did Not End the ChatGPT Era—It Showed That the Race Now Runs Every Daybrief044 · 2025-02-09After DeepSeek, the Market Started Asking Not Where a Model Comes From, but Where Its Output Can Be Trustedbrief043 · 2025-02-02DeepSeek Did Not Kill NVIDIA—It Made Powerful AI Cheaper and Expanded the Chip Marketbrief016 · 2024-07-28Twenty-Eight AI Startups and One Central Question: Where Is the Real Business?brief002 · 2024-04-19Hundreds of Billions Are Going Into AI While People Rethink the Meaning of Education and Workbrief
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Evidence ruleEvery timeline row is tied to a specific episode; the role and mention count come from the 2026-07-22 package transcript links.
Correction historyEmpty at hub launch. Corrections are dated and logged publicly.
Related companies
Relation = shared episodes where both companies hold a central or analysis role.