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WSJ Tech News Briefing

Who Owns Your Face in the Age of AI?

WSJ Tech News Briefing

The Wall Street Journal

Tech News, News

4.31.7K Ratings

🗓️ 17 October 2025

⏱️ 10 minutes

🧾️ Download transcript

Summary

OpenAI’s Sora and other generative-AI video apps that can create a digital lookalike in minutes have taken social media by storm. WSJ personal tech columnist Nicole Nguyen joins us to discuss how our likenesses are no longer our own in the AI era. Plus, Heard on the Street columnist Jinjoo Lee explains how the AI bubble could really be in energy stocks. Julie Chang hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

300 sensors.

0:03.0

Over a million data points per second.

0:06.0

How does F1 update their fans with every stat in real time?

0:10.0

AWS is how.

0:13.0

From fastest laps to strategy calls,

0:15.0

AWS puts fans in the pit.

0:19.0

It's not just racing, it's data-driven innovation at 200 miles per hour.

0:25.4

AWS is how leading businesses power next-level innovation.

0:33.6

Welcome to Tech News Briefing. It's Friday, October 17th. I'm Julie Chang for the Wall Street Journal.

0:40.3

While some investors fret about high valuations for tech stocks, could the real bubble be in energy?

0:47.1

We'll look into why investors are going all in on zero revenue energy companies.

0:52.9

Plus, who owns your face in the age of AI?

0:56.2

Our personal tech columnist joins us to discuss how our likenesses are no longer our own.

1:05.4

But first, our heard-on-the-street columnist, Jinju Lee, is following a group of energy firms, many working on

1:12.5

small module nuclear reactors that are collectively worth more than $45 billion, despite

1:19.6

having no current revenue. Jinju joins me now to discuss. So, Jinju, can you tell us a little

1:26.5

bit about some of these energy companies?

1:28.8

The largest one is Oklo, which is backed by OpenAI Sam Altman and valued at about $25 billion.

1:38.8

It's a nuclear startup that's working on a small modular reactor technology that's still pre-nacent. And it's the largest

1:47.5

market cap for a listed U.S. company with zero revenue. And then another large one is Fermi,

1:56.0

also zero revenue. They have these very ambitious plans to build out 11 gigawatts worth of power. That's about

2:05.8

the amount of capacity that the state of New Mexico has in Texas to power data center customers.

...

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