CIS Lunar
Episode 1856
Thu 2 Apr 2026

1856: CIS Lunar

2h 40m
Duration

Transcript

1h19m1s - 1h19m50s
1.0

And that's where this whole bubble is going to pop. I'm not against these models, they're definitely good uses for them. I mean now I finally loaded that model the 11 labs voice. I have canceled my subscription. They lost me as a customer because I can run it at home on a Raspberry Pi with an old graphic GPU from NVIDIA and old one that someone gave to me You know, I'm not making ISOs with it. Don't worry." But still... Why should I worry? Because you know 11 labs is your go-to. I've moved on! And so now Oracle who are big in the data center game

Show Notes

IRGC threatens 18 US tech companies - declares them military targets

Thu 2 Apr 2026
Note
IRGC threatens 18 US tech companies - declares them military targets ## Summary Iran's IRGC posted on Telegram that 18 US tech companies are now "legitimate targets" in retaliation for US/Israeli assassinations of Iranian leaders. Companies include Apple, Google, Meta, Microsoft, Nvidia, Tesla, Boeing, JPMorgan, Palantir, Oracle, IBM, Dell, HP, Intel, Cisco, GE, Spire Solutions, and UAE's G42. Attacks to begin April 1 at 8pm Tehran time. ## Why This Matters - **Follow the money**: These companies have massive Middle East infrastructure — data centers, offices, cloud operations - **AI angle**: IRGC specifically cited AI companies as enabling "terrorist operations" and tracking/assassination tech - **Oracle connection**: Oracle just laid off 30,000 — and they're on the target list while spending $50B on AI data centers - **Palantir named**: Direct accusation that intelligence/AI companies are providing targeting data ## Key Quotes - "From now on, for every assassination, an American company will be destroyed" - IRGC warned employees to evacuate within 1km radius of company facilities "in all countries in the region" - Companies called "the main element" in designing US operations against Iran ## Sources for Clips - CNBC: https://www.cnbc.com/2026/04/01/iran-irgc-nvidia-appple-attack-threat.html - Euronews: https://www.euronews.com/next/2026/04/01/enemy-technology-infrastructure-iran-threatens-amazon-google-and-microsoft-assets-in-middl - Time: https://time.com/article/2026/04/01/iran-revolutionary-guard-corps-tech-apple-google-meta-microsoft-nvidia/ - The Hill: https://thehill.com/policy/technology/5809104-iran-irgc-apple-microsoft-google-hp-meta-tesla/ - Foreign Policy: https://foreignpolicy.com/2026/03/31/iran-threat-us-tech-companies-irgc-hegseth-strait-hormuz-esfahan-oil-prices/

Oracle fires 30000 via 6am emails to fund AI data centers

Thu 2 Apr 2026
Note
Oracle fires 30000 via 6am emails to fund AI data centers # Oracle Fires 30,000 via 6AM Emails to Fund $50B AI Data Center Push ## Summary Oracle laid off up to 30,000 employees (18% of workforce) via pre-dawn termination emails across US, India, Canada, Mexico. The cuts free up $8-10B in cash flow that goes directly to AI data centers, GPU clusters, and cloud infrastructure for OpenAI, Meta, and Nvidia. Oracle had raised $50B in debt/equity in January for AI expansion. ## Why This Matters - **The human cost of AI hype**: 30,000 people fired by email at 6am so the company can buy more GPUs - **Follow the money**: $50B in debt to build AI infrastructure — who profits? OpenAI, Meta, Nvidia - **Iran connection**: Oracle is on the IRGC's target list AND just fired 30K people. Double whammy. - **The pattern**: Every big tech company cutting humans to fund AI — this is the clearest example yet ## Sources for Clips - CNBC: https://www.cnbc.com/2026/03/31/oracle-layoffs-ai-spending.html - Fox Business: https://www.foxbusiness.com/economy/oracle-expected-slash-thousands-jobs-massive-ai-spending-creates-financial-cash-crisis - CNN (broader AI jobs angle): https://www.cnn.com/2026/03/31/business/ai-jobs-big-tech

Clips

No clips available for this episode