Uploaded January 2026 | Updated September 2026, 10 hours ago

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Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) What happened at Davos 2) OpenAI’s planned $50 billion funding round 3) Does the money set expectations too high for OpenAI? 4) Will OpenAI ever turn a profit? 5)) How many funding rounds does OpenAI have left? 6) Does OpenAI’s shrinking lead bode poorly for its inevitable IPO 7) OpenAI introduces ads to ChatGPT 8) Why is Google waiting to bring ads to Gemini? 9) Apple is building a wearable AI Pin 10) Wait, is Alexa Plus good?

Chapters

00:00 OpenAI's Ambitious Fundraising Goals
08:25 The Implications of OpenAI's Fundraising Strategy
23:03 Advertising in Generative AI: A New Frontier
28:32 The Advertising Dilemma in AI
37:09 Apple's AI Innovations and Future Devices

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