(Preview) Video's Ongoing Victory Over Text, Google and YouTube's Abundance of Opportunity, Six Questions About an AI Bubble

On today's show Andrew and Ben begin with a 60-second iPhone review before turning to YouTube and Google's abundance of AI opportunities. Then: Six questions about the AI bubble, including reactions to Nvidia's investment in OpenAI, Oracle's financing vs. cloud incumbents, Microsoft's spending strategy, the looming power crisis, and more. At the end: A salute to the bubble prince, more on Meta's smart glasses, and "presage" confirmation.

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The YouTube Tip of the Google Spear — Stratechery (stratechery.com/2025/the-youtube-tip-of-the-go…)

Meta’s AI Abundance — Stratechery (stratechery.com/2024/metas-ai-abundance)

MrBeast on His Quest to Turn YouTube Fame Into an Entertainment Empire — Bloomberg (bloomberg.com/news/features/2025-09-22/youtube…)

Oracle Pops, From Databases to AI, Oracle and OpenAI — Stratechery Update (stratechery.com/2025/oracle-pops-from-database…)

The Oracle Inflection Point, Apple’s Price Increase — Stratechery Update (stratechery.com/2025/the-oracle-inflection-poi…)

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