Good evening!
I need a new TV show to watch this weekend. Any cool recommendations?
Here are the 7 things you missed today:
1. 👀 Oracle and Meta explore $20B AI cloud partnership
The companies are in talks on a multi-year agreement worth about $20 billion that would make Oracle a key cloud partner for Meta’s AI workloads. Oracle would provide compute for training and deploying Meta’s models, expanding beyond its existing partnerships. Meta declined to comment and Oracle did not respond to requests. The negotiations highlight Oracle’s growing role after securing a five-year contract with OpenAI. (Yahoo Finance)
2. 🚀 How One SMB Went from Local to Everywhere
Shielded Beauty wanted more than social reach. Leap Media Group helped them launch on traditional TV + streaming for just $5,000, generating brand awareness and measurable leads in less than 30 days.
They make TV work for SMBs with:
✅ Low-cost campaigns
✅ Easy, done-for-you setup
✅ Decades of proven TV experience
TV isn’t just for Fortune 500s anymore. It’s for growing businesses ready to level up.
3. 👓 Biggest updates from Meta Connect 2025
The showcase featured Ray-Ban Meta (Gen 2) glasses with improved battery life and 3K video capture, plus a premium Ray-Ban Display bundle with the new Neural Band wrist controller for subtle gesture input. A sport-focused Oakley Meta Vanguard will follow in October at $499. Meta also introduced Hypernova AI, its next-gen platform to power personalization, developer tools, and immersive AR/VR apps. Together, the launches underline Meta’s drive to make AI wearables and software central to its ecosystem. (Tech Crunch)
4. 🎥 SaaS Video Strategy AMA: Ask a Pro Who’s Produced 10,000+ Videos
Scaling video without blowing up your budget or headcount is tough. That’s why DemandShift is bringing in Daniel Borba, CEO of Spark Portal, for a live AMA. His team has produced over 10,000 videos for SaaS brands, and now you get to ask him your toughest questions.
Join us to learn:
👉 A 4-part framework for scaling video strategically
👉 Where AI fits into ideation, creation & optimization
👉 Which channels SaaS video is working best in right now
5. 🏃♂️ Strava gears up for IPO with Wall Street banks
The fitness app has invited Goldman Sachs, JPMorgan, and Morgan Stanley to pitch for roles on its planned U.S. IPO, potentially in 2026. Strava now counts 150 million users in 185 countries, supported by subscription revenue and social features. The company was valued at $2.2B in a funding round earlier this year. A new CFO hire in August adds momentum as preparations advance. (BNN Bloomberg)
6. 💰 U.S. equity funds see $43B in outflows as investors cash in
LSEG Lipper data show U.S. equity funds lost $43.19 billion in the week to Sept. 17, the sharpest weekly outflow since Dec. 2024. The S&P 500’s record high pushed valuations to about 22.6 times forward earnings, spurring profit-taking. Large-cap funds accounted for most redemptions, while tech funds shed nearly $3B. Bond funds gained inflows of $7.3B, underscoring a shift toward safety. (Reuters)
7. 🤖 California sends SB 53 to governor targeting big AI firms
The state senate approved a bill requiring safety reports, incident disclosures, and whistleblower protections at companies earning over $500M annually from AI. SB 53 narrows the scope from last year’s broader SB 1047, focusing only on the largest developers. Support from Anthropic suggests growing industry buy-in. Governor Gavin Newsom will decide whether to sign the measure into law. (Tech Crunch)
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