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Ed Elson unpacks why Oracle shares are tumbling and what that means for OpenAI with Gil Luria, Head of Technology Research at DA Davidson. Then Helen Toner, Executive Director at Georgetown’s Center for Security and Emerging Technology, joins to discuss Trump’s new AI executive order. Finally, Ed checks back in with AI data center company, Fermi, and sees how the company is doing since its IPO.
Timestamps
00:00 - Today's Number
00:20 - Market Vitals
00:51 - Oracle Drawdown (ft. Gil Luria)
10:33 - Ad Break
11:49 - AI Executive Order (ft. Helen Toner)
20:20 - Ad Break
21:38 - Fermi
24:49 - Credits
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