On the Gregory and Paul Show, we break down the latest in startups, SaaS, AI, and whatever the internet is debating this week.

This episode covers Larry Ellison’s TikTok takeover, why Salesforce and Microsoft are struggling with AI adoption, Google Cloud’s unexpected AI windfall, the ongoing “will Meta glasses ever matter?” debate, Reddit’s data deals with OpenAI and Google, and the wild ride of OpenDoor as the newest meme stock.

️ Episode 015 – Highlights

Sunny Days & Ice Cream Regrets (0:08)
Gregory and Paul kick off with sunny weather updates from Seattle and Toronto, debating whether daily ice cream is a vibe or a problem.

Larry Ellison Buys TikTok (3:00)
Oracle, A16Z, and Silver Lake scoop up TikTok’s U.S. entity. Data moves to Oracle servers. Gregory calls it the “most logical solution” to the CCP spying fears.

Big Tech vs. Startups in AI (11:00)
Salesforce Agentforce and Microsoft Copilot struggle with adoption, while AI startups like Cursor and Lovable scale revenue at record speed. The hosts argue: is this finally startups’ time to shine?

☁️ Google’s Cloud Cash Cow (23:00)
AI startups are burning so much compute that Google Cloud is booming, even as its consumer AI products lag.

️ Meta Glasses Flop Again (28:04)
A live demo crash makes Zuckerberg’s new smart glasses look weak. Gregory and Paul riff on why no one markets AR glasses for cycling, golf, or sports.

Reddit’s $200M AI Data Deals (43:30)
Halfway through major licensing with Google and OpenAI, Reddit leans into “Reddit Answers” while providing training data. Paul argues Reddit may be the last high-quality text dataset standing.

OpenDoor: Meme Stock 2.0 (49:04)
A Toronto analyst pumps OpenDoor from 50 cents to $10. Gregory calls it “GameStop for real estate.” Meme stocks as the new investor relations strategy?

Meme of the Week: Fed Rate Cut Day (59:57)
The Dumb Money guy celebrates Jerome Powell’s pivot. Meme stocks meet macro memes.