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Oracle Slides, Disney x OpenAI, SpaceX IPO | Fidji Simo, Dylan Byers, Angela Jiang, Jonathan Slotkin, Aaron Cannon, Karan Kunjur

77 snips
Dec 11, 2025
Dylan Byers, a senior correspondent at Puck, shares intriguing insights on the media industry's obsession with gossip, overshadowing major events. Fidji Simo, OpenAI's CEO of Applications, reveals the vision for making ChatGPT a personal assistant and discusses the pivotal Disney partnership. Angela Jiang discusses WorkTrace AI's innovative approach to automating repetitive tasks in enterprises. Meanwhile, Aaron Cannon unveils Outset's research platform, designed to revolutionize large-scale video interviews for enterprises.
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INSIGHT

SpaceX IPO As An AI Compute Play

  • SpaceX going public is framed as a capital play to fund space-based data centers and AI compute in orbit.
  • The hosts argue $30B could buy GPUs and accelerate Starlink/data-center ambitions beyond launches.
ADVICE

Budget GPUs And Power, Not Just Rockets

  • If building space-based compute, budget for more than rockets: racks, GPUs, power and data-center ops cost heavily.
  • Expect chip and power procurement to be major line items even after launch-capex is solved.
INSIGHT

Oracle's AI Buildout Tests Investor Patience

  • Oracle's heavy AI spending lifted expectations but spooked investors when returns lagged and operating income missed.
  • The hosts note massive remaining performance obligations but warn investor patience may be limited as AI infra ramps.
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