{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"The Accounting Podcast","title":"Is GAAP Inflating the AI Bubble?","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/84efadba\"></iframe>","width":"100%","height":180,"duration":3378,"description":"Is AI really the next Google—or are investors repeating the last tech bubble? Blake and David dig into OpenAI’s legal win, the accounting mechanics behind soaring AI valuations, and why cloud credits and paper gains may be inflating the market. They also explore what could make AI tools actually sticky for businesses, from workflow automation to personal finance and small-business use cases, and what all of this means for accountants.\nChapters\n \n\nShow Notes\nJury Dismisses Elon Musk's Lawsuit Against OpenAI Over Statute of Limitations\nhttps://www.technologyreview.com/2026/05/18/1137488/elon-musk-suit-openai-verdict/\nOpenAI Closes $122 Billion Funding Round, Largest in Silicon Valley History\nhttps://siliconangle.com/2026/03/31/openai-just-closed-record-breaking-122b-funding-round-brings-value-852b/\n\nAlphabet and Amazon Stakes in Anthropic Boost Profits by Billions\nhttps://www.bloomberg.com/news/articles/2025-10-31/alphabet-amazon-stakes-in-anthropic-boost-profit-by-billions\n\nHalf of Google's and Amazon's 'Blowout AI Profits' Came From a Stake in Anthropic\nhttps://fortune.com/2026/04/30/google-amazon-ai-profits-anthropic-stake-bubble-earnings-2026/\n\nWhat Microsoft's 10-Q Says About OpenAI\nhttps://om.co/2026/05/01/what-microsofts-10-q-says-about-openai/\n\nOpenAI Launches ChatGPT for Personal Finance, Will Let You Connect Bank Accounts\nhttps://techcrunch.com/2026/05/15/openai-launches-chatgpt-for-personal-finance-will-let-you-connect-bank-accounts/\n\nIntroducing Claude for Small Business\nhttps://www.anthropic.com/news/claude-for-small-business\n\nSasha Orloff (Puzzle) LinkedIn Post: Klarna, AI Agent Costs, and Accounting Quality Risk\nhttps://www.linkedin.com/in/sashaorloff\n\nKlarna Reverses Course on AI Customer Support, Resumes Human Hiring\nhttps://www.customerexperiencedive.com/news/klarna-reinvests-human-talent-customer-service-AI-chatbot/747586/\n\nKhosla Ventures Is Betting $10M on Ian Crosby, Whose Last Startup Bench Imploded...","thumbnail_url":"https://img.transistorcdn.com/BBmKVcKOQ6x_m3yMMvg6kZR2Y9d_FKTdVd0Ofv-4fhw/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzMxNzMvMTY4OTYx/NzY3MS1hcnR3b3Jr/LmpwZw.webp","thumbnail_width":300,"thumbnail_height":300}