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Tech Brew Ride Home

Tech Brew Ride Home

Silicon Valley's water cooler podcast. A tech news summary every day... 15 minutes and you're up to date. From Tech Brew, Morning Brew's tech hub.

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Episodes

The Albanian Army Wins!

Turns out the Albanian army was triumphant as Netflix is buying HBO (and WBD?s studios). The NYT is suing Perplexity. Man, everybody is heading for the exits at Apple at the same time. And get ready for a slew of insider trading controversies in our prediction market world. Netflix agrees $83bn takeover of Warner Bros Discovery (FT) New York Times Sues A.I. Start-Up Perplexity Over Use of Copyrighted Work (NYTimes) X hit with $140 million EU fine for breaching content rules, TikTok settles (Reuters) Apple Departures Point to Challenges for iPhone?s Dominance (WSJ) Chatbots are now rivaling social networks as a core layer of internet infrastructure (The Decoder) Alleged Insider Nets $1 Million On Polymarket In 24 Hours (Forbes) Weekend Longreads Suggestions: 18,000 Reasons It?s So Hard to Build a Chip Factory in America (NYTimes) In Arizona Desert, Taiwanese Families Create Community and Build a Factor (NYTimes) A Growing U.S. Tech Hub Needs Workers. Colleges Try to Keep Up. (NYTimes) Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-12-05
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Meta To Abandon The Metaverse?

On the one hand, Meta poached Apple?s design head in a major coup to make hardware and software for AI, but there are signs Zuck is souring on the Metaverse could even abandon it entirely. Is Amazon about to abandon your mailman? And why Dario Amodei is playing a blinder right now. Apple Design Executive Alan Dye Poached by Meta in Major Coup (Bloomberg) Meta?s Zuckerberg Plans Deep Cuts for Metaverse Efforts (Bloomberg) Amazon explores building its own delivery network to replace USPS deal (Washington Post) Anthropic CEO Says Some Tech Firms Too Risky With AI Spending (Bloomberg) Harvey, a Maker of A.I. Legal Software, Raises New Funds (NYTimes) Reddit?s CEO says r/popular ?sucks,? and it?s going away (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-12-04
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Not Great, Bob!

We might soon have the first big IPO of the AI era, and it doesn?t look like it will be OpenAI. Amazon takes another few swings at Nvidia?s dominance. Proof positive that self driving cars really are significantly safer. And the disastrous 4k upscaling of Mad Men. Anthropic taps IPO lawyers as it races OpenAI to go public (FT) Amazon?s Custom Chips Pose Another Threat to Nvidia (WSJ) Amazon Has New Frontier AI Models?and a Way for Customers to Build Their Own (Wired) AWS puts Kiro and other AI agents to work on truly autonomous software development (SiliconANGLE) The Data on Self-Driving Cars Is Clear. We Have to Change Course. (NYTimes) Microsoft Lowers AI Software Growth Targets as Customers Resist Newer Products (The Information) The ?Mad Men? 4K Stream on HBO Max Had So Many Problems (Not All of Which Involved a Barf Machine) (THR) Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-12-03
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Sam Altman Declares A ?Code Red?

Sam Altman declares a ?Code Red? for OpenAI. All hands on deck. Molly, you in danger, girl, to quote Oda Mae Brown from the movie Ghost. Long term, is Apple in trouble cause of Google?s ascendency in AI? Samsung announces but does not launch a tri-fold phone. And Ben Thompson weighs in on the obsession of the day. OpenAI CEO Declares ?Code Red? to Combat Threats to ChatGPT, Delays Ads Effort (The Information) Apple AI Chief John Giannandrea Retiring After Siri Delays (MacRumors) Samsung?s Z TriFold is official and it looks like a tablet with a phone attached (The Verge) Google, Nvidia, and OpenAI (Stratechery) Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-12-02
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Is Nvidia In Trouble?

While Runway releases a new video model, let me break down the big analysis piece that had everyone concern trolling about Nvidia over the weekend. Why doesn?t Netflix want you to cast to your tv anymore? And AI means less jobs in consulting, but more jobs in a specific type of construction. Runway rolls out new AI video model that beats Google, OpenAI in key benchmark (CNBC) TPUv7: Google Takes a Swing at the King (SemiAnalysis) Nvidia takes $2 billion stake in Synopsys with expanded computing power partnership (CNBC) OpenAI Takes Stake in Thrive Holdings, a Buyer of Services Firms (NYTimes) Netflix kills casting from phones (The Verge) Top consultancies freeze starting salaries as AI threatens ?pyramid? model (FT) Data Centers Are a ?Gold Rush? for Construction Workers (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-12-01
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(BNS) Susan Lyne Part 2

We're back again with Susan Lyne, to talk about running Martha Stewart's company when Martha went to prison, her startup career with Gilt Groupe, and her investing career with BBG Ventures. Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-11-28
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(BNS) Susan Lyne Part 1

I?ve maybe never interviewed anyone in my entire time as a historian and podcaster who has had a career as broad and varied as Susan Lyne. Yes, I obviously wanted to talk to Susan about her role helping startup Gilt Group, and her current role as the managing partner of the VC firm BBG Ventures. But, holy how. Susan also launched and oversaw the golden era of Premiere Magazine. She was the CEO of Martha Stewart Living Omnimedia when Martha had to step away to, you know, go to prison. And she was the President of ABC Entertainment. She oversaw the development of shows like Grey?s Anatomy and Lost. So, like, yeah. We needed to do two episodes. So this is part one, with the great, Susan Lyne. Chapters 00:00 From Boston to Berkeley: A Transformative Journey 08:00 The Rise of Alternative Media: Village Voice Era 16:06 Hollywood Calling: The IPC Films Experience 23:12 Launching Premier Magazine: Inside Hollywood 36:14 Navigating the ABC Landscape: A New Era 40:28 Developing Grey's Anatomy And Lost Takeaways Susan's upbringing in Boston shaped her perspective on expectations and identity. Her time at UC Berkeley was transformative, exposing her to diverse ideas. Freelancing in journalism helped her develop a passion for storytelling. Working at City Magazine under Francis Ford Coppola was a unique experience. The Village Voice was a golden era for alternative media in New York. Susan's transition to Hollywood was driven by her love for storytelling. Premier Magazine aimed to provide in-depth insights into the film industry. At ABC, she focused on creating shows that appealed to women. Susan learned the importance of having a supportive partner in leadership. Her experience at ABC taught her valuable lessons about resilience and change. Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-11-27
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Polymarket Is Street Legal

Trump has a plan to boost AI innovation. Polymarket is now street legal in the US. Google thinks it needs to double AI capacity every 6 months. Is Starlink about to face its first serious competition. And for reasons I?ll explain, the Weekend Longreads Suggestions. Trump aims to boost AI innovation, build platform to harness government data (Reuters) Polymarket Secures CFTC Approval for Regulated U.S. Return (CoinDesk) In Las Vegas, Kalshi Is King (The Information) Google must double AI serving capacity every 6 months to meet demand, AI infrastructure boss tells employees (CNBC) Amazon?s Starlink competitor is launching with ?world?s fastest satellite internet antenna? (The Verge) RAM prices are so out of control that stores are selling it like lobster (The Verge) Weekend Longreads Suggestions: Kicking Robots (Harper's Magazine) The Pentagon Can?t Trust GPS Anymore. Is Quantum Physics the Answer? (WSJ) I?m officially done with YouTube Kids (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-11-26
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Is OpenAI In Trouble?

Now Anthropic says it?s leapfrogged OpenAI with its new model and is the AI horserace in play? OpenAI is still focusing on things like shopping. Nvidia answers a question people weren?t asking. And is Google soaring because they also might be able to go after Nvidia?s chip throne? Anthropic introduces cheaper, more powerful, more efficient Opus 4.5 model (Ars Technica) ChatGPT's new shopping research tool is fast, fun, and free - but can it out-shop me? (ZDNet) Nvidia?s ?I?m Not Enron? memo has people asking a lot of questions already answered by that memo (The Verge) Google Further Encroaches on Nvidia?s Turf With New AI Chip Push (The Information) Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-11-25
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Where Does That X Account Live?

What sort of a world do we live in if you can?t be sure where an X account comes from? Google isn?t out of the woods yet when it comes to antitrust. Insurers still don?t want to touch AI. Let me tell you about ?AI grooming.? And we might be running out of capacity for specific types of chips. X?s messy About This Account rollout has caused utter chaos (The Verge) What OpenAI Did When ChatGPT Users Lost Touch With Reality (NYTimes) The Fate of Google?s Ad Tech Monopoly Is Now in a Judge?s Hands (NYTimes) Insurers retreat from AI cover as risk of multibillion-dollar claims mounts (Financial Times) Hundreds of English-language websites link to pro-Kremlin propaganda (The Guardian) AI boom is fueling a memory chip shortage that could hit cars and phones (CNBC) Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-11-24
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The iOS Walls Are Crumbling In The Garden

Google phone users can now work with Airdrop on the iPhone cause Google cleverly found a way. Google might have jumped ahead in the AI race and Sam Altman knows it. I?ve heard of quantum computing, but a quantum internet? The Weekend Longreads suggestions, and at the end, a long rant about my latest AI experiments. Google cracked Apple?s AirDrop and is adding it to Pixel phones (The Verge) Altman Memo Forecasts ?Rough Vibes? Due to Resurgent Google (The Information) Source: Kalshi?s valuation jumps to $11B after raising massive $1B round (TechCrunch) Americans' Social Media Use 2025 (Pew Research Center) IBM, Cisco outline plans for networks of quantum computers by early 2030s (Reuters) IBM, Cisco to collaborate on ?internet? of quantum computers (Silicon Republic) Weekend Longreads Suggestions: Google?s new AI image creator took my shirt off (The Verge) Google?s Nano Banana Pro generates excellent conspiracy fuel (The Verge) The new silicon valley (literally) (The Verge) How America?s Hottest Chicken Chain Keeps Its Secret Sauce a Secret (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-11-21
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Who Gets To Regulate AI?

Are we about to have a battle over who gets to regulate AI? Now there?s Nano Banana Pro. The creator ecosystem is exploding for advertisers. Battlefield did exactly what EA needed it to do. And I?m telling you, the consumer robots for your home? they?re actually starting to arrive. Here?s the Trump executive order that would ban state AI laws (The Verge) Google rolling out Gemini 3-powered ?Nano Banana Pro? image gen, editing (9to5Google) Ad Spend in the Creator Economy Expected to Hit $37 Billion in 2025 (The Wrap) Nintendo and ?Battlefield 6? Pushed US Game Sales Up in October (Bloomberg) This Home Robot Clears Tables and Loads the Dishwasher All by Itself (Wired) Bo Jackson AI Experiment Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-11-20
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Gemini 3, And Meta Beats The Government

Tons of things today. Google?s new Gemini 3 model. Signs the ?second tier? of AI startups is starting to get product market fit. The EU has announced that watering down of GDPR that was rumored. And will Meta?s big win against the government mean mergers and acquisitions are back on the tech menu? Google is launching Gemini 3, its ?most intelligent? AI model yet (The Verge) AI Music Platform Suno Valued at $2.45 Billion (WSJ) TikTok will let you choose how much AI-generated content you want to see (TechCrunch) Europe is scaling back its landmark privacy and AI laws (The Verge) Meta Did Not Violate Antitrust Law, Judge Rules (NYTimes) Meta?s Victory Opens the Way for Silicon Valley to Go Deal Shopping (NYTimes) Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-11-19
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The Bloodbath In Crypto

What happened with Cloudflare this morning. Grok?s new model wants to be creative. Catching you up on the bloodbath in crypto if you were unaware. Databricks is 12 years old but it seems to be one of the big AI winners. And debt continues to pile in to the AI buildout. A massive Cloudflare outage brought down X, ChatGPT, and even Downdetector (The Verge) Grok 4.1 has arrived ? and it's bringing the fight to ChatGPT with these new features (Tom's Guide) Crypto market sheds $1.2tn as traders shun speculative assets (Financial Times) Google boss says trillion-dollar AI investment boom has 'elements of irrationality' (BBC) Amazon Raises $15 Billion in First US Bond Sale in Three Years (Bloomberg) Databricks in Talks to Raise Capital at a Valuation Above $130 Billion (The Information) Roblox will require age estimation to chat starting next year (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-11-18
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Jeff Bezos To Be A CEO Again

Jeff Bezos is going to be a CEO once again. Could Tim Cook step down from Apple?s CEO position in a matter of months? Maybe don?t buy an AI teddy bear. What big AI startup would you short, if you could? And data-centers in spaaaaaaacceee? Jeff Bezos Creates A.I. Start-Up Where He Will Be Co-Chief Executive (NYTimes) Apple intensifies succession planning for CEO Tim Cook (FT) Apple?s iPhone Overhaul Will Reduce Its Reliance on Annual Fall Spectacle (Bloomberg) Happy holidays: AI-enabled toys teach kids how to play with fire, sharp objects (The Register) At a major AI conference, one startup got voted most likely to flop (Business Insider) Now Tech Moguls Want to Build Data Centers in Outer Space (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-11-17
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(Portfolio Profile) Hypercubic.AI

A portfolio profile episode of Hypercubic.ai, a seed-stage company that wants to not only preserve knowledge in legacy code, but legacy knowledge in enterprises. Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-11-15
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OpenAI Enters The Group Chat

OpenAI is testing out group chats as a sort of collaborative prompting experience. The hyperscalers are lining up against Nvidia in one specific arena. The Sam Altman Elon Musk feud isn?t over. Google knows who sent you that fake UPS shipment alert text. And, of course, the Weekend Longreads Suggestions. ChatGPT launches pilot group chats across Japan, New Zealand, South Korea, and Taiwan (TechCrunch) Amazon and Microsoft Back Effort That Would Restrict Nvidia?s Exports to China (WSJ) OpenAI, Apple Lose Bid to Toss Musk xAI Suit Over Competition (Bloomberg) AI startup Cursor raises $2.3 billion funding round at $29.3 billion valuation (CNBC) You know those fake USPS texts? Google says it's found who's behind them (Fast Company) Weekend Longreads Suggestions: Sundar Pichai Is Google?s AI ?Wartime CEO? After All (Bloomberg) CRYPTO: Realm of the Coin (Vanity Fair) I'm Going to Be a Dad. Here's Why I'm Not Posting About My Kid Online (CNET) Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-11-14
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Valve Takes On Consoles And VR

Valve is taking on gaming consoles and creating a new type of VR headset, all at the same time. GPT-5 gets ?warmer.? Cursor?s new raise means it has 10x?d its valuation in the span of a year. And we?re one step closer to your phone completely replacing your wallet. Valve brings back Steam Machine and Steam Controller ? hands-on with Valve's new AMD-based living room gaming hardware (Tom's Hardware) The Steam Frame is a surprising new twist on VR (The Verge) Microsoft to Use OpenAI?s Custom Chip Work to Help In-House Effort (Bloomberg) OpenAI says the brand-new GPT-5.1 is ?warmer? and has more ?personality? options (The Verge) The AI Coding Startup Favored by Tech CEOs Is Now Worth $29.3 Billion (WSJ) Apple launches Digital ID, a way to carry your passport on your phone for use at TSA checkpoints (TechCrunch) Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-11-13
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Text-To-World AI Models

Forget text-to-video AI, we?re rapidly moving into the text-to-world-generating AI models. What if you showed up to your Airbnb and the fridge was already fully stocked? It seems like there is NO uncanney valley when it comes to AI generated music. And does the Big Short guy have a point when he concern trolls about the AI CAPEX buildout? Fei-Fei Li?s World Labs speeds up the world model race with Marble, its first commercial product (TechCrunch) Airbnb Will Test Adding Instacart Grocery Delivery to Its App in Services Push (Bloomberg) Are you listening to bots? Survey shows AI music is virtually undetectable (Reuters) 50,000 AI tracks flood Deezer daily ? as study shows 97% of listeners can?t tell the difference between human-made vs. fully AI-generated music (MusicBusinessWorldwide) The AI Bubble Is Ignoring Michael Burry?s Fears (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-11-12
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The iPhone Air Isn?t Selling

The iPhone Air isn?t selling, and it isn?t selling to the degree that Apple is delaying the next version. Yan LeCun is gonna strike out on his own. The big illegal streaming site takedown you might not have hear about. And Facebook doesn?t like likes anymore, at least not external likes. Apple Delays Release of Next iPhone Air Amid Weak Sales (The Information) Meta chief AI scientist Yann LeCun plans to exit and launch own start-up (FT) SoftBank sells Nvidia stake for $5.8bn as it prepares for AI investments (FT) Anthropic Is on Track to Turn a Profit Much Faster Than OpenAI (WSJ) Streameast: How the authorities took down the world?s largest illegal sports streaming platform (The Athletic) Meta is killing off the external Facebook Like button (Engadget) Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-11-11
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GDPR To Be Defanged?

Is the EU about to pull back on tech regulation because they are feeling FOMO about AI? Is the whole initial COIN offering craze about to come back? Is Apple Music falling behind because they don?t have a free tier? And it turns out AI might not be that good at trading crypto. Brussels knifes privacy to feed the AI boom (Politico) Coinbase Launches Platform for Digital Token Offerings (WSJ) TSMC Posts Slowest Growth in 18 Months Amid AI Bubble Debate (Bloomberg) Apple Music Risks Losing the Next Generation of Listeners (Bloomberg) AI models given $10K to compete in first-of-its-kind crypto-trading competition ? and most crashed and burned (NYPost) Clem Delangue IHP Episode Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-11-10
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(BNS) Jimmy Wales

Here is how Wikipedia happened. Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-11-08
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Elon?s $1T Deal

Elon?s $1T payday? nice deal if you can get it. The lawsuits against OpenAI are exploding. The new Grand Theft Auto gets delayed (again). Now the Texas Attorney General is going after Roblox. And, of course, The Weekend Longreads Suggestions. Tesla Shareholders Approve Elon Musk?s $1 Trillion Pay Package (WSJ) Lawsuits Blame ChatGPT for Suicides and Harmful Delusions (NYTimes) ?Grand Theft Auto VI? Is Postponed Again ? to November 2026 (Bloomberg) Alibaba-backed Moonshot releases its second AI update in four months as China?s AI race heats up (CNBC) Texas sues Roblox for 'putting paedophiles and profits' over safety (BBC) 'It's organized crime': TikTok Shop says it's fighting a new wave of AI scammers (Business Insider) Weekend Longreads Suggestions: How AGI became the most consequential conspiracy theory of our time (MIT Technology Review) Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-11-07
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Gemini To Power The New Siri?

Apple is probably going to let Gemini power the new Siri, at least for a while. Does OpenAI want the government to backstop its AI buildout? And two new AI products. How about an AI smart-ring to remember your shower-thoughts, and what if Foursquare, but for the AI era? Apple Nears $1 Billion-a Year Deal to Use Google AI for Siri (Bloomberg) OpenAI Isn?t Yet Working Toward an IPO, CFO Says (WSJ) Microsoft Lays Out Ambitious AI Vision, Free From OpenAI (WSJ) Google?s rolling out its most powerful AI chip, taking aim at Nvidia with custom silicon (CNBC) Whisper Into This AI-Powered Smart Ring to Organize Your Thoughts (Wired) The Foursquare founder's new app is an AI-powered 'DJ' for neighborhood updates (Engadget) Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-11-06
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Google and Epic Settle

Google and Epic Games settle their beef. Ripple wants to claim the stablecoin crown. Hyperscalers are about to claim the power generation equivalent to 40 million homes. And the wonkiest analysis I?ve seen in a while on whether or not AI can scale productivity in some sort of up and to the right way. Google proposes app store reforms in settlement with ?Fortnite? maker Epic Games (Reuters) Cloud streaming finally arrives on the PlayStation Portal (The Verge) Citadel Securities and Fortress take stakes in Ripple at $40bn valuation (FT) How many ?bragawatts? have the hyperscalers announced so far? (Financial Times) Amazon Sues to Stop Perplexity From Using AI Tool to Buy Stuff (Bloomberg) Thoughts by a non-economist on AI and economics (Windows On Theory) Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-11-05
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Nobody Cares About AI Ads?

Apple brings the App Store to the web. When the cyber white hats turn black hat. Jensen didn?t get what he really wants from Trump. Coca-Cola says nobody cares if the commercials are AI. Is Common Crawl the secret AI infrastructure? And why Google Cloud is the thing sending Google stock to new all-time highs. Apple brings its App Store to the web (The Verge) Prosecutors allege incident response pros used ALPHV/BlackCat to commit string of ransomware attacks (Cyberscoop) Waymo?s robotaxis are coming to three new cities (The Verge) Trump Officials Torpedoed Nvidia?s Push to Export AI Chips to China (WSJ) Coca-Cola Injects ?Holidays Are Coming? Ads With an Upgraded Dose of AI (WSJ) The Nonprofit Doing the AI Industry?s Dirty Work (The Atlantic) AI turned Google Cloud from also-ran into Alphabet?s growth driver (Reuters) Steven Bartlett's Steve Jobs Cartoon Video Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-11-04
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Another Day, Another OpenAI Deal

Well, another day, another OpenAI deal, but this is their big move to get in bed with AWS. More monitoring of the moment prediction markets are having. Is Big Tech?s dominance of the stock market getting even more extreme? And more speculation about AI and podcasting. OpenAI signs $38 billion compute deal with Amazon, partnering with cloud leader for first time (CNBC) How sports gambling took over prediction markets in the US (FT) Alphabet, Amazon Stakes in Anthropic Boost Profit by Billions (Bloomberg) Big Tech?s market dominance is becoming ever more extreme (FT) For Podcasters, a Voice Clone Is a Double-Edged Sword (NYTimes) Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-11-03
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(BNS) Cohesity CEO Sanjay Poonen

Sanjay Poonen, CEO of Cohesity, discusses the strategic acquisition of Veritas' data protection business, emphasizing the benefits for customers and the company's growth trajectory. He highlights the importance of rapid recovery in cybersecurity, the integration of AI for enhanced data insights, and the company's aspirations for an IPO, positioning Cohesity as a leader in the data protection market. Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-11-01
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Amazon Didn?t Scare Investors

Amazon didn?t scare investors this Halloween. They?re quite pleased, actually. They?re not public but we now know how much money OpenAI lost this quarter. Nvidia?s generous investment strategy. And, of course, the Weekend Longreads Suggestions. Amazon cloud records 20% sales growth, topping estimates (CNBC) Microsoft seemingly just revealed that OpenAI lost $11.5B last quarter (The Register) Sora now lets you pay extra to make more AI videos (The Verge) Nvidia to Invest Up to $1 Billion in AI Startup Poolside (Bloomberg) Nvidia Is Accelerating Its Investing Spree in AI Startups (Bloomberg) Weekend Longreads Suggestions: Nike says its first ?powered footwear? is like an e-bike for your feet (The Verge) Some People Can?t See Mental Images. The Consequences Are Profound (The New Yorker) Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-10-31
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Wall Street: Spend! (But Not Too Much?)

Three big tech earnings reports give a mixed message. Wall Street wants you to spend on the AI buildout, but not too much, and maybe not you, Meta. Sora already has some new features. More details on OpenAI?s IPO timeline. And maybe the AI agents are not yet ready for prime time. Big Tech tests investors? patience with $80bn AI investment spree (FT) OpenAI adds reusable ?characters? and video stitching to Sora (The Verge) AI Coding Leader Cursor Says New Agent Fields Tougher Tasks (Bloomberg) Exclusive: OpenAI lays groundwork for juggernaut IPO at up to $1 trillion valuation (Reuters) AI Agents Are Terrible Freelance Workers (Wired) Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-10-30
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Nvidia $5T

Nvidia announced a whole bunch of things yesterday and that sent their market cap above $5 trillion for the first time. Grammarly rebrands as Superhuman. Character.ai moves to banning kids outright. And is the first home robot actually here, or is this vaporware? Uber Eyes Fleet of 100,000 Nvidia-Based Robotaxis Beginning 2027 (Bloomberg) OpenAI?s Promise to Stay in California Helped Clear the Path for Its IPO (WSJ) Grammarly is changing its name to Superhuman (The Verge) AI start-up Character.ai bans teens from talking to chatbots (FT) Tens of Thousands of White-Collar Jobs Are Disappearing as AI Starts to Bite (WSJ) 1X Neo is a $20,000 home robot that will learn chores via teleoperation (Engadget) Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-10-29
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OpenAI Has Gone For-Profit

OpenAI has officially done its whole reorg to for-profit thing. Amazon is cutting a metric ton of employees and its blaming AI. Elon launches Grokpedia to take on Wikipedia. And does Anthropic?s success in the enterprise give it a leg up on OpenAI in the one metric that counts? Making money? OpenAI completed its for-profit restructuring ? and struck a new deal with Microsoft (The Verge) Amazon to Cut 14,000 Jobs as Jassy Looks to Reduce Bureaucracy (Bloomberg) Elon Musk launches a Wikipedia rival that extols his own ?vision? (The Washington Post) Photoshop and Premiere Pro?s new AI tools can instantly edit more of your work (The Verge) OpenAI?s Less-Flashy Rival Might Have a Better Business Model (WSJ) Jimmy Wales on IHP Margit Wennmachers on IHP Fred Wilson on IHP Blog post to post on Hacker News Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-10-28
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Forget AI, The Counter-Strike Bubble Just Burst

Did Microsoft use dark patterns to charge more for AI? The tech angle to that whole NBA gambling scandal. Forget the AI bubble, the Counter-Strike bubble definitely just burst. Halo is coming to PlayStation. And how AI is revolutionizing the old, faking your expense reports scam. Australia sues Microsoft over AI-linked subscription price hikes (Reuters) Using a Security Key on X? Re-Enroll Now or Your Account Will Be Locked (PC Mag) $10,000 Card Shufflers Hit the Spotlight After NBA Poker Scandal (Bloomberg) Market for ?Counter-Strike? Items Falls $3 Billion (Bloomberg) Xbox?s Prized Sci-Fi Franchise Is Heading to PlayStation (NYTimes) ?Do not trust your eyes?: AI generates surge in expense fraud (FT) Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-10-27
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(BNS) Baratunde Thurston

Baratunde Thurston shares his journey from a tech-savvy upbringing to becoming a prominent voice in comedy and digital media. Baratunde reflects on his time at The Onion and The Daily Show, emphasizing the importance of community and the intersection of technology and humor. He also shares his thoughts on the role of AI in society, advocating for a future where technology enhances human connections. Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-10-24
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(BNS) Hugging Face Founder Cle?ment Delangue

Clem discusses his journey from early computing experiences to founding Hugging Face, emphasizing the importance of community, collaboration, and open-source technology in the AI landscape. He reflects on the evolution of technology, the significance of user feedback, and the need for a diverse range of AI models. Clem also shares insights on the startup ecosystem in Europe and the unique advantages of New York City for AI entrepreneurs. Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-10-23
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OpenAI?s Browser: ChatGPT Atlas

Just two stories. First, OpenAI launches a web browser, ChatGPT Atlas. What it does, and why are they doing it. Then, Samsung has made a cheaper Vision Pro. They call it the Galaxy XR headset. What IT does, and why are THEY doing it. OpenAI?s AI-powered browser, ChatGPT Atlas, is here (The Verge) Introducing ChatGPT Atlas (Simon Willison) Why OpenAI Needs Its Own ChatGPT-Enabled Browser, Atlas (Forbes) Samsung?s Galaxy XR Headset Debuts at Half the Price of Apple?s Vision Pro (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-10-22
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C?mon Apple, Buy HBO!

HBO Max might be on the market and I want Apple to buy it! Coinbase is on an acquisition tear. Is the Amazon job apocalypse nigh? Is OpenAI plotting to take over Wall Street in a literal sense? And a brain implant startup has leapfrogged Neuralink in terms of helping blind people see again. Warner Bros. Discovery says it?s open to a sale; shares jump 10% (CNBC) Coinbase Strikes Deal for Crypto-Investing Platform Echo (WSJ) Anthropic brings Claude Code to the web (TechCrunch) Amazon Plans to Replace More Than Half a Million Jobs With Robots (NYTimes) OpenAI Looks to Replace the Drudgery of Junior Bankers? Workload (Bloomberg) This retina implant lets people with vision loss do a crossword puzzle (MIT Technology Review) Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-10-21
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The Winners Of The AI Boom You Never Thought About

Big AWS outage took down half the internet overnight. X wants you to be able to snap up dormant or desirable X handles. Blackwell chips look like they?ve hit volume production in the US. And you know who else is benefiting from the AI boom? Crypto miners and makers of plain old cables. Major AWS outage took down Fortnite, Alexa, Snapchat, and more (The Verge) OpenAI pauses Sora video generations of Martin Luther King Jr. (TechCrunch) X to launch marketplace for buying inactive handles (TechCrunch) Oura redesigns app with expanded stress tracking (The Verge) Exclusive: Nvidia and TSMC unveil first Blackwell chip wafer made in U.S. (Axios) $500 purple cables put this little-known company in the middle of the AI boom (CNBC) Crypto Miners Riding the AI Wave Are Leaving Bitcoin Behind (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-10-20
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Skills For Claude As A New AI Paradigm?

Do Skills for Claude represent a new sort of user paradigm for AI? Battlefield 6 seems to be doing what EA needs it to do. Nintendo seems to be killing it. Is Wikipedia in trouble because it?s losing human users? Now Uber drivers can earn new money thanks to AI. And, of course, the Weekend Longreads Suggestions. Anthropic turns to ?skills? to make Claude more useful at work (The Verge) Claude Skills are awesome, maybe a bigger deal than MCP (Simon Willison) Steam just broke its concurrent user record with 41.6 million gamers (TweakTown) Nintendo Aims to Make 25 Million Switch 2s to Set Gaming History (Bloomberg) Wikipedia Says AI Is Causing a Dangerous Decline in Human Visitors (404media) Uber Launches Data Tasks as Option for Some US Drivers to Earn Money (Bloomberg) Apple and F1 reach 5-year media deal, bringing all races to Apple TV streaming in the U.S. (CNBC) Weekend Longreads Suggestions AI Data Centers, Desperate for Electricity, Are Building Their Own Power Plants (WSJ) Joshua Kushner, Thrive Capital, and the American dream (Colossus) How Sam Altman Played Hollywood (The Hollywood Reporter) TiVo Has Sold Its Last DVR. These People Refuse to Let Go. (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-10-17
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A $300 Trillion Oopsie

So, a huge, huge, like bigger than the entire world?s GDP fat finger episode in the world of stablecoins. Zuck has poached another one from Apple. Potentially huge state sponsored hack of a key infrastructure company. The most interesting new phone concept I?ve seen in a while. And are we in an AI bubble episode 72. Printing Money: Paxos Mints, Then Burns $300 Trillion in PayPal Stablecoins (Decrypt) Apple?s Head of ChatGPT-Like AI Search Effort to Leave for Meta (Bloomberg) F5 says hackers stole undisclosed BIG-IP flaws, source code (BleepingComputer) Anthropic launches new version of scaled-down ?Haiku? model (TechCrunch) Honor?s Robot Phone concept features a fold-out camera arm (The Verge) ?Of course it?s a bubble?: AI start-up valuations soar in investor frenzy (FT) Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-10-16
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M5 Chips Are Here

The new Apple M5 chips are here, and I?ll tell you what devices got them and what they can do. ChatGPT wants to allow you to have sexy time. Waymo is coming to London. Netflix wants to bring podcasts to your streaming diet. And its officially the end of the road for Windows 10. Apple?s 14-inch MacBook Pro gets an M5 chip bump and faster storage (The Verge) Sam Altman says ChatGPT will soon sext with verified adults (The Verge) Waymo?s robotaxis are coming to London (The Verge) Spotify partners with Netflix for video podcast distribution deal (TechCrunch) YouTube has a new video player (The Verge) OpenAI makes five-year business plan to meet $1tn spending pledges (FT) Windows 10 support ?ends? today, but it?s just the first of many deaths (ArsTechnica) Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-10-15
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Sam Altman?s Financial Engineering

The Dutch government has taken control of a Dutch chipmaker that had Chinese owners. Yet another big OpenAI deal, this time with Broadcom. The first AI desktop workstations are arriving. And we check in with Matt Levine to get his take on what he says is Sam Altman?s genius for financial engineering. Dutch government takes control of Chinese-owned chipmaker Nexperia (FT) OpenAI, Broadcom Forge Multibillion-Dollar Chip-Development Deal (WSJ) Thinking Machines Lab Co-Founder Departs for Meta (WSJ) Nvidia to Start Selling $3,999 DGX Spark Mini PC This Week (PCMag) NotebookLM Video Overviews add Nano Banana visual styles, Brief or Explainer formats (9to5Google) OpenAI Keeps Doing Deals (Matt Levine) Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-10-14
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(BNS) Jennifer Hyman Of Rent The Runway

Jenn Hyman shares her journey from early influences of entrepreneurship to founding Rent the Runway. She discusses the impact of the internet on her career, the challenges of fundraising during a recession, and the importance of building relationships in the fashion industry. Hyman emphasizes the unique advantages of starting a business in New York City and the collaborative spirit of the startup ecosystem. Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-10-13
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China?s Getting Tetchy Again

China is stirring the pot on the tech trade wars once again. Sora has grown faster than even ChatGPT did. Is OpenAI now better at vibe coding than Anthropic is? How just a handful of malicious documents and poison an LLM. And in the longreads, the one game that has the fate of EA on its shoulders. China blacklists major chip research firm TechInsights following report on Huawei (CNBC) OpenAI?s Sora hit 1 million downloads in less than five days (CNBC) OpenAI Is Catching Up To Anthropic in AI Coding (The Information) Meta Tells Its Metaverse Workers to Use AI to ?Go 5X Faster? (Wired) It's trivially easy to poison LLMs into spitting out gibberish, says Anthropic (The Register) Kalshi, a Prediction Market, Raises Funds and Expands Overseas (NYTimes) Weekend Longreads Suggestions: Battlefield 6 is a pivotal moment for the series ? and EA (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-10-10
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Intel Punches Back

Intel tries to punch its way back to relevancy with the release of Panther Lake, the first chip built on its 18A process. Is Cursor so successful it?s about to rocket to a $30 billion valuation? Big raise for a US Deep Seek competitor? And are we starting to get the first models moving beyond attention based architecture? Here is Panther Lake, Intel?s 2026 laptop chip with next-gen graphics (The Verge) Intel Debuts New Technology in Make-or-Break Moment for CEO?s Turnaround Bid (Bloomberg) Discord says 70,000 users may have had their government IDs leaked in breach (The Verge) Cursor-Maker Anysphere Considers Investment Offers at $30 Billion Valuation (The Information) Reflection AI, an A.I. Model Start-Up, Raises $2 Billion (NYTimes) Samsung AI researcher's new, open reasoning model TRM outperforms models 10,000X larger ? on specific problems (VentureBeat) Microsoft Tries to Catch Up in AI With Healthcare Push, Harvard Deal (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-10-09
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The AI Concern Committee Is Back

More on the circular nature of the recent AI deals. AI now accounts for more debt issuance than US banks. AI companies consider using the billions they?ve raised to pay off lawsuits since they can?t get insurance. Another way OpenAI is the new Microsoft. And at the end? Look at that! A non-AI story! OpenAI, Nvidia Fuel $1 Trillion AI Market With Web of Circular Deals (Bloomberg) Nvidia?s Huang says he?s surprised AMD offered OpenAI 10% of company in ?clever? deal (CNBC) At $1.2 Trillion, More High-Grade Debt Now Tied to AI Than Banks (Bloomberg) Without data centers, GDP growth was 0.1% in the first half of 2025, Harvard economist says (Fortune) Insurers balk at multibillion-dollar claims faced by OpenAI and Anthropic (Financial Times) OpenAI Sneezes, and Software Firms Catch a Cold (Wired) Amazon Pharmacy introduces kiosks that can quickly dispense medications at the doctor?s office (GeekWire) Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-10-08
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OpenAI Wants To Be The Windows Of AI

Forget building apps on TOP of ChatGPT, now they?ve put the apps INSIDE of ChatGPT. Why this is a play for ChatGPT to become the Windows of the AI era. The prediction market market continues to explode. Turning down the volume on streaming ads. And why Mr. Beast is worried about AI social media. OpenAI announces Apps SDK allowing ChatGPT to launch and run third party apps like Zillow, Canva, Spotify (VentureBeat) OpenAI?s Windows Play (Stratechery) NYSE Owner to Invest Up to $2 Billion in Polymarket (WSJ) California law forces Netflix, Hulu to turn down ad volumes (Politico) MrBeast says AI could threaten creators? livelihoods, calling it ?scary times? for the industry (TechCrunch) Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-10-07
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OpenAI?s Big AMD Deal

Another huge OpenAI deal, this time with AMD. The huge amount of chips Elon is buying for his Colossus II. It?s not just compute! How the AI boom is driving up prices for memory and storage chips. And does the math work out for those new fangled small nuclear reactors? AMD stock skyrockets 30% as OpenAI looks to take stake in AI chipmaker (CNBC) Elon Musk Gambles Billions in Memphis to Catch Up on AI (WSJ) AI data centers are swallowing the world's memory and storage supply, setting the stage for a pricing apocalypse that could last a decade (Tom's Hardware) OpenAI and Jony Ive grapple with technical issues on secretive AI device (FT) US and investors gambling on unproven nuclear technology, warn experts (FT) Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-10-06
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(BNS) How Snowflake Wrote The GTM Playbook

Make It Snow is Snowflake?s go-to-market playbook, told by longtime CRO Chris Degnan and CMO Denise Persson. The central idea: sales and marketing must operate as ?one brain in two bodies.? The takeaways are practical and candid: embed with customers sooner than feels comfortable, pick a clear foil, design programs you can rerun, centralize data so sales and marketing act from one truth, and treat culture as GTM infrastructure. If you?re a founder, CRO, CMO, or operator trying to go from zero to billions without losing the plot, Make It Snow is a field manual for aligning people, narrative, and pipeline at every stage. Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-10-04
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Apple Blocks ICEBlock

Apple removes an app after the DOJ asked them to. People are using AI, but which AI are they actually paying for? Sora is now the number one app in all the land. And in the Longreads, now is it time to blame ChatGPT for breaking up marriages? Apple takes down ICE tracking apps after pressure from Bondi DOJ (Fox Business) A new a16z report looks at which AI companies startups are actually paying for (TechCrunch) AI is not killing jobs, US study finds (Financial Times) OpenAI wraps $6.6 billion share sale at $500 billion valuation (CNBC) OpenAI?s invite-only video generation app Sora tops Apple?s App Store (CNBC) Weekend Longreads Suggestions: Egon Durban?s $55bn buyout bet raises stakes for Silver Lake (Financial Times) Silver Lake Cements Power Broker Status With $55 Billion EA Deal (Bloomberg) ChatGPT Is Blowing Up Marriages as Spouses Use AI to Attack Their Partners (Futurism) Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-10-03
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