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Gen Z UX, Oracle’s $1 Trillion Glow-Up, and Microsoft’s Most Vague Press Release Ever
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This week we get into the weeds of AI hype vs. reality:
- Justin brings up Higgs Field, an AI-first marketing platform with the most Gen Z-coded UX imaginable. Messy, loud, and -surprisingly- brilliant for marketers.
- Tom unpacks how Oracle added a casual $1 trillion to its market cap by shifting from ERP giant to AI infrastructure heavyweight (plus why some companies are still running the other way).
- We break down the bizarre three-sentence “joint statement” from Microsoft + OpenAI that somehow manages to say… absolutely nothing.
Also: AI influencers, fake UGC everywhere, and whether we’ll ever trust what we see online again.
If you want the no-fluff version of what’s actually happening in AI, this one’s for you.
Companies & Tools Mentioned
- Higgs Field (AI marketing platform)
- Anthropic, OpenAI, Google (model providers behind Higgs Field)
- V0 (AI video)
- Nano Banana (AI images)
- Oracle (ERP turned AI infra player)
- SAP (ERP competitor)
- AWS, Google Cloud, Azure (cloud providers in the mix)
- Stargate (Oracle + OpenAI + SoftBank mega project)
- Microsoft (partner drama with OpenAI)
- OpenAI + Jony Ive + LoveFrom (hardware rumors)
- Skydance & Paramount (Larry Ellison family business moves)
13 episodes
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