Скачать или смотреть Broadcom & Oracle Stumble as OpenAI Rolls Out Skills

It’s December 15th, and today’s episode spans markets, infrastructure, and agent tooling.

📉 We start with Broadcom and Oracle, both of which had a rough week in the market despite massive AI-related revenue and long-term contracts — raising bigger questions about profitability, CAPEX, and investor expectations in the AI boom.

🧠 We then shift to pure tech, looking at “Skills”, a new lightweight tool-calling framework OpenAI is beginning to adopt, and how it compares to existing approaches like MCP as the agent ecosystem quietly converges.

A shorter episode, but an important one — touching on where AI economics are being tested and how agent tooling is evolving under the hood.