Episode Mentions
Better Offline · Apr 24, 2026
Monologue: How OpenAI Kills Oracle
“Committed to $20 billion compute deal with OpenAI for AI infrastructure”
AI data center infrastructure economicsOpenAI financial sustainability and burn rateOracle's Stargate project costs and timeline
View AnalysisLatent Space: The AI Engineer Podcast · Apr 23, 2026
AIE Europe Debrief + Agent Labs Thesis: Unsupervised Learning x Latent Space Crossover Special (2026)
“Custom silicon company enabling 10x+ inference speedups; adopted by Cognition and OpenAI for coding workloads”
AI Coding Wars and Market ConsolidationFoundation Model Competition and Pricing StrategyAgent Engineering and Harness Standardization
View Analysis