Introduction:
In today’s episode, we uncover some unsettling truths about the AI landscape and its broader implications. First, we examine Oracle’s AI cloud business, which operates on a strikingly low 14% gross margin—a loss-leader strategy aimed at capturing market share from more integrated cloud rivals. We explore why this razor-thin margin matters for Oracle’s financial health and competitive positioning. Next, we analyze the rise of private capital keeping unicorns away from public markets, with the median IPO age now at 13 years. This shift creates a two-tiered system that could reshape Silicon Valley, wealth inequality, and public investment returns. We then spotlight Zelda Williams’ powerful condemnation of AI recreations of her late father, Robin Williams, sparking a heated debate over digital necromancy, legacy, and the future of synthetic performers in Hollywood. Following that, we discuss Intel’s critical comeback strategy centered on its Panther Lake chip, which faces challenges due to a low yield on its advanced 18A manufacturing process. Finally, we reveal a disturbing new scam trend where AI-generated fake founders and fabricated tragic stories are used to sell cheap goods through bogus “family-run UK businesses,” exposing major regulatory blind spots in e-commerce and raising urgent questions about platform accountability.

Content and Timestamp:
00:00:56 Oracle's Cloud Margins Squeezed by Nvidia Chips: Profitability Concerns Arise
00:05:43 The Private Path: Why Startups Are Delaying IPOs and What It Means for Investors
00:10:32 Zelda Williams Pleads for End to AI-Generated Videos of Her Late Father, Robin Williams
00:14:16 Intel Bets Big on Panther Lake: A Critical Moment for Chipmaker's Comeback
00:18:48 AI-Generated Scams: Fake UK Businesses Lure Shoppers with Deceptive Imagery

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