Equity From $100B OpenAI deals to $100K visa fees
42 snips
Sep 26, 2025 This week, the tech landscape shifts dramatically with a $100 billion deal involving OpenAI. TikTok's potential home at Oracle is explored, suggesting major advantages for the tech giant. Oura Health makes waves with an $875 million raise, reaching an impressive $11 billion valuation. Nvidia's hefty $500 million investment in the self-driving startup Wayve is also discussed. Plus, a controversial new $100,000 H-1B visa fee raises concerns for tech giants about retaining talent in the U.S.
AI Snips
Chapters
Transcript
Episode notes
Oracle's TikTok Power Play
- Oracle is positioned to be a major stakeholder if TikTok spins out, placing the Ellison family in a new media power role.
- This deal would create an unusual tech-led media empire distinct from traditional families like the Murdochs.
Oura's Steady Growth Story
- Oura has quietly scaled to millions of rings sold and high revenue, positioning it for a large Series E raise reported at $875M and an $11B valuation.
- Anthony Ha notes Oura's growth from ads and steady consumer demand rather than hype-driven early adopter channels.
Practical Features Drive Wearable Adoption
- Oura succeeded by targeting practical health uses and female consumers, not just tech early adopters.
- Features like menstrual tracking expanded mainstream appeal and sustained adoption.