Inside AI with Aarjay

Inside AI with Aarjay — April 1, 2026

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Oracle swings the axe to fund its AI infrastructure bet, Microsoft pours $5.5B into Singapore, Anthropic leaks 512K lines of Claude Code source in a packaging mishap, and Perplexity gets sued over hidden tracking. Trust is in short supply across the board.

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SPEAKER_00

What's up everyone? Welcome to InsideAI with RJ, packed Wednesday. Oracle swinging the axe, Anthropic leaking source code, and perplexity caught tracking users. Let's go. Oracle layoffs. Thousands of jobs cut, freeing up$8 to$10 billion in cash flow to fund AI infrastructure push. Oracle is cutting thousands of jobs. They had about 162,000 employees, and T.D. Cowan estimates cutting 20 to 30,000 could free up 8 to 10 billion in cash flow, all of it going straight into AI data centers to compete with Amazon and the cloud giants. The stock is down 25% this year. Worst performer among the mega caps. Oracle's AI bet$553 billion backlog includes$300 billion plus open AI deal. Revenue contracted but hasn't landed yet. But here's the thing: their backlog hit$553 billion, including an OpenAI deal worth over$300 billion. The revenue is contracted, it just hasn't shown up yet. They're betting the farm that AI infrastructure pays off and cutting headcount to survive the cash crunch in the meantime. Anthropic's double leak, 512k lines exposed. Clawed code source leaked via packaging error. Twice in one week. Now Anthropic, two leaks in one week. First, nearly 3,000 internal files went public, including details on an unannounced model. Then a clawed code update accidentally exposed over five hundred and twelve thousand lines of source code. Not the AI model itself, but all the scaffolding, the tools, the behavioral limits, the full architectural playbook. And this is the company built on being the careful AI company. The Wall Street Journal reported OpenAI actually shut down Sora partly to refocus on developers because clawed code was growing so fast. So now competitors have the blueprint. Perplexity sued hidden trackers. Last story. Perplexity AI is getting sued for hidden tracking. The lawsuit claims they embedded trackers that sent user data to Meta and Google in the background, even in incognito mode. Private conversations, financial planning, work problems, shared without permission. And this isn't their first time. Reddit sued them for scraping. Amazon sued them for placing orders on behalf of users, and one. Perplexity's response We have not been served any lawsuit that matches this description. Classic non-denial. Trust deficit. Smart tech isn't enough. Oracle, Anthropic, Perplexity, all facing credibility tests. And that's the thread connecting all three stories. Smart technology is not enough. You need trust. And right now, trust is in short supply across the entire industry. That's your Wednesday wrap. I'm RJ. If this hit, share it with someone in tech, and I'll see you tomorrow.