Join 40,000 readers and get the full notes and summary: https://newsletter.aiwithkyle.com/subscribe Subscribe and turn on notifications to catch the next live stream: https://www.youtube.com/@iamkylebalmer?sub_confirmation=1 Want to become fast-track becoming an AI Trainer? Apply to join the next AI Workshop Kit cohort: https://newsletter.aiwithkyle.com/c/workshop-kit This video is from the ‘AI with Kyle News and Updates Live Stream’ First aired: 11 September 2025 —— More Useful Resources —— My other daily live show - 30-day building a business in public challenge: https://www.youtube.com/live/Z0Z_1Eg3HUk (day one) Free AI Entrepreneurship Playbooks: https://aiwithkyle.com/catalog Free Quiz: What AI business should you start? https://aiwithkyle.com/tools Free AI Training Business Planner: https://aiwithkyle.com/tools/workshop-builder Free 10-Week ‘Vibe Coding’ AI Summer Camp: https://aiwithkyle.com/courses/10-week-ai-summer-camp —— Time Stamps —— 0:00 - Introduction & Show Overview 1:34 - ChatGPT Standard Voice Mode Gets Stay of Execution 7:45 - Claude's New Spreadsheet & File Creation Features 17:51 - Oracle Becomes AI Infrastructure Powerhouse 18:25 - OpenAI Signs $300 Billion Oracle Cloud Deal 20:32 - Larry Ellison Becomes World's Richest Person 22:12 - AI Infrastructure Companies Making the Real Money 24:44 - Anthropic's Marketing Strategy Discussion 27:26 - Why Claude vs ChatGPT - Viewer Q&A 29:00 - Supabase vs Zapier: Free Hosting Options for AI Projects 32:23 - Microsoft & OpenAI's Complex Relationship Explained 39:00 - Microsoft's AI Diversification Strategy 40:17 - Anthropic's $1.5 Billion Piracy Settlement on Hold 46:31 - Wrap Up & Next Stream Preview —— Contact —— Best is in YouTube comments. For business enquiries only: https://www.passionfroot.me/iamkylebalmer