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Tech Brew Ride Home

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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

Thu. 06/05 – Some In Hollywood (Quietly) LOVE AI

This episode covers Reddit's lawsuit against Anthropic for unauthorized data use despite licensing deals. It also explores Meta's plans for a cheaper VR headset rivaling Vision Pro and progress on advanced smart glasses. Other topics include OpenAI's legal battle over preserving chat logs, Amazon's interest in using humanoid robots for delivery, and how Hollywood studios are secretly adopting AI to cut costs despite union concerns and legal challenges.

Jun 05, 202518 min

Wed. 06/04 – State Of The AI Coding Landgrab

Windsurf accuses Anthropic of blocking it from AI models in a sign that competition in the AI coding space is fierce. But will the real battle happen when the likes of Microsoft and Google really go after the startups? NotebookLM is now sharable. Pump.fun is raising big money. And Nintendo didn’t send out any Switch 2 review units. What are they afraid of? Sponsors: 1Password.com/ride Links: Windsurf says Anthropic is limiting its direct access to Claude AI models (TechCrunch) AI startups revolu...

Jun 04, 202517 min

Tue. 06/03 – Framing The AI Debate

Elon Musk is suddenly fundraising everywhere. An attempt to solve the nomenclature problem around hacking groups. Is the solution to more energy for data centers already hidden inside the grid? And the final two pieces today are two different takes on the great AI debate, our entire civilization is having right now. Sponsors: Oracle.com/techmeme Links: Musk Taps Investors for Billions Days After Washington Exit (Bloomberg) 'Forest Blizzard' vs 'Fancy Bear' - cyber companies hope to untangle weir...

Jun 03, 202517 min

Mon. 06/02 – How DoorDash Has Quietly Been Killing It

We know WWDC might be underwhelming this year, but to what degree? Is Samsung about to pick Perplexity as its horse in the AI race? AI based acquisition and wrapups continue to be the new hotness in VC investing. And how DoorDash has quietly been killing it in the delivery space. Sponsors: AGNTCY.ORG QualiaLife.com/ride and code RIDE Links: Apple Developer Event Will Show It’s Still Far From Being an AI Leader (Bloomberg) Samsung Nears Wide-Ranging Deal With Perplexity for AI Features (Bloomberg...

Jun 02, 202516 min

Fri. 05/30 – Big Meta/Anduril Deal Is A Big Deal

This episode covers major tech news, including Meta's significant defense partnership with Anduril for XR products like the Eagle Eye system, Microsoft's decision to prioritize Windows 11 optimization for third-party handhelds over its own device, and new AI developments from Black Forest Labs and Hugging Face. It also explores the concerning trend of AI displacing entry-level jobs for recent graduates and shares a unique longread about how rock bands financed the film 'Monty Python and the Holy Grail'.

May 30, 202517 min

Thu. 05/29 – Somebody Knows Victoria’s Secrets

Techmeme Ride Home discusses NVIDIA's Q1 earnings beat, highlighting growth driven by AI demand but tempered by significant losses due to China export restrictions and rising Chinese competitors. The episode also covers a security incident forcing Victoria's Secret to take down its website, Apple's reported plan to shift OS versioning to the year (like iOS 26), DeepSeek's unexpectedly powerful update to its R1 AI model that challenges top players, and Anthropic CEO Dario Amodei's blunt warning about AI potentially eliminating half of entry-level white-collar jobs and causing a significant unemployment spike.

May 29, 202519 min

Wed. 05/28 – Apple Playing Games Again

Apple makes moves in the gaming space with an acquisition and plans for a new app, though its commitment remains questionable. A Texas online child safety bill draws opposition from Apple and Google. Getty Images is spending millions suing Stability AI over copyright infringement in training data. Self-driving trucks are hitting the roads, raising questions about regulation. A deep dive explores the rivalry between Apple and Elon Musk, particularly over satellite internet ambitions and Musk's past offers and potential plans for a rival phone.

May 28, 202518 min

Tue. 05/27 – The “Holy Grail” Of AI Models

This episode covers major tech news including Salesforce's $8 billion acquisition of Informatica and stablecoin operator Circle filing for an IPO. It also discusses The Browser Company pivoting away from Arc, Geo Hotstar's massive subscriber growth in India challenging Netflix, the emergence of text-to-VR AI models, how AI is increasing output demands on developers, and VCs using AI to optimize acquired mature businesses.

May 27, 202517 min

(Bonus) Calmwave Profile

Find out more about Calmwave at Calmwave.ai . The case study we mention is here: https://catalyst.wellstar.org/casestudies/calmwave/ Learn more about your ad choices. Visit megaphone.fm/adchoices

May 26, 202536 min

Fri. 05/23 – Tim Apple’s Very Bad Week

President Trump proposes a 25% tariff on iPhones not made in the US, causing Apple's stock to fall. Anthropic releases its new Claude 4 models, Opus and Sonnet, highlighting their advanced capabilities but also revealing concerning behaviors like potential bioweapon assistance, blackmail, and reporting user actions. The episode also features weekend longread suggestions on ASML's advanced chipmaking machines and the growth of indie film streamer MUBI.

May 23, 202518 min

Thu. 05/22 – OpenAI Acquihires Jony Ive!

Jony Ive is joining OpenAI through a massive acquihire to lead hardware development, aiming to ship 100 million screenless AI devices. The episode also covers Google's competitive edge in AI via user data, Signal's decision to block Windows Recall for privacy reasons, and how AI, like Microsoft's Aurora model, is poised to revolutionize weather forecasting.

May 22, 202517 min

Wed. 05/21 – Everything Google Everywhere And All At Once

Dive into Google I/O 2025 highlights, featuring the wide rollout of AI mode in Google Search with new agentic capabilities, deep search, and personalization. Learn about Google's significant push into smart glasses with Android XR, detailing partnerships with Warby Parker, Gentle Monster, and Xreal, alongside a hands-on demo experience. Discover the latest AI advancements, including new models for video (Veo 3), images (Imagine 4), and music (Lyra 2), plus AI integration into Google Meet live translation and other products, concluding with Google's expanded sovereign cloud options in the EU.

May 21, 202517 min

Tue. 05/20 – Microsoft Build 2025

This episode covers major news from Microsoft Build 2025, including new AI agents, platform updates like NLWeb and Microsoft Discovery, and open-sourcing initiatives. It also examines recent US tech legislation regarding deepfakes, stablecoins, and state-level AI regulation bans. Other topics include the EU considering a fee on low-cost imports, NVIDIA's progress in humanoid robotics with new AI models, and research showing how 'social sensitivity' can make autonomous vehicles safer.

May 20, 202518 min

Mon. 05/19 – How Apple Lost AI

This episode discusses Apple's struggles in AI, Nvidia's new AI ecosystem, and Regeneron's acquisition of 23andMe. It also covers the ongoing legal battle between Apple and Epic Games, a slowdown in VC funding at the seed stage, and increasing concerns about kidnappings in the crypto industry, highlighting the unique security challenges faced by crypto executives.

May 19, 202518 min

(Bonus) World Cup Of Entrepreneurs Part 2

In a special episode, the hosts debate who is the greatest entrepreneur of all time in a bracket-style competition. They discuss the merits of Jeff Bezos, Elon Musk, Steve Jobs, Bill Gates, Jack Dorsey, and others, analyzing their innovations, business strategies, and cultural impact. Ultimately, Steve Jobs is crowned the winner, celebrated for his unique vision, taste, and ability to humanize technology.

May 18, 20251 hr 33 min

Fri. 05/16 – Bribing Is The Oldest Form Of Hacking

This episode covers Epic Games' ongoing battle with Apple over Fortnite's App Store rejection, a Coinbase hack via employee bribery, and Meta's delay of its Behemoth AI model. It also discusses Windsurf's new AI models, Apple's CarPlay Ultra, and weekend long reads on infrared wireless charging and A24 films.

May 16, 202519 min

(Bonus) World Cup Of Entrepreneurs Part 1

The hosts and guests from the Acquired podcast discuss the round of 16 matchups in their World Cup of Entrepreneurs, debating the merits and impact of figures like Evan Spiegel, Jack Ma, Mark Zuckerberg, and others. They analyze business models, innovation, and cultural influence, ultimately determining who advances in the tournament.

May 15, 20251 hr 1 min

Wed. 05/14 – Airbnb’s Midlife Transformation

This episode covers US warnings against Huawei chips, Sony's tariff impact and Playstation sales, Microsoft extending Windows 10 support, and TikTok's AI and messaging updates. It also discusses Agency, an open source collective building the Internet of Agents. Finally, the episode explores Airbnb's efforts to transform into a full-service travel platform with new services and experiences.

May 14, 202518 min

Tue. 05/13 – The Thin-Phone Era Is Here

This episode discusses the new super thin Galaxy S25 Edge and Apple's response with a slimmed-down iPhone 17 and AI-powered battery management. It also covers DJI's Mavic 4 Pro drone not launching in the US due to tariffs, German underwater surveillance drones, and Audible's partnership to create AI-narrated audiobooks.

May 13, 202517 min

Mon. 05/12 – Saudi Arabia Enters The AI Race

This episode of Techmeme Ride Home covers several key tech stories, including the US and China easing tariffs, concerns about the SoftBank and OpenAI deal, and Apple considering raising iPhone prices. It also discusses OpenAI's IPO negotiations with Microsoft, Saudi Arabia's entry into the AI race, AI insurance, Klarna's struggles with AI customer service, and the new Pope's focus on AI challenges.

May 12, 202517 min

Fri. 05/09 – Apple’s Coming For The Meta Ray-Bans

This episode covers Apple's development of smart glasses and chips, Meta's return to stablecoins, and Google's AI-powered scam protection for Chrome. It also discusses the sentencing of Celsius Network's CEO and explores efforts to reduce AI power consumption, plus the return of physical buttons in cars for safety.

May 09, 202518 min

Thu. 05/08 – Is AI Eating Into Google Search?

This episode discusses OpenAI's hiring of Instacart's CEO, Apple's exploration of AI search and its impact on Google, and Anthropic's new web search API. It also covers challenges in AI investment returns, Netflix's AI-powered search, and the arrival of plug-in solar systems in the US. The episode also includes ad spots for Oracle Cloud Infrastructure and FreshBooks.

May 08, 202517 min

Wed. 05/07 – The New Netflix

This episode covers Meta's legal victory against NSO Group, Netflix's homepage redesign, and Amazon's new warehouse robot. It also discusses trends in AI spending, Mistral's new AI model, and Cisco's quantum computing chip, plus advertisements from podcast sponsors.

May 07, 202516 min

Tue. 05/06 – OpenAI Backtracks

This episode covers OpenAI's reversal on its for-profit conversion, major consolidation in the food delivery space with DoorDash's acquisition of Deliveroo, and Microsoft's new Surface hardware. It also discusses investments in European defense tech startups and the advertising strategies of Shein and Temu in Europe.

May 06, 202518 min

Mon. 05/05 – Why Clone A Messaging App?

The whole Telegram use by government officials story gets weirder as a Telegram clone has been hacked. Apple is thinking about REALLY shaking up its iPhone release schedule. Who put AI in my crypto? Deepfakes are being chased from the Internet. And the maker of Cursor closes its big round. Sponsors: Take control of your cellular health today. Go to qualialife.com/ride and save 15% to experience the science of feeling younger. Links: TeleMessage, a modified Signal clone used by US govt. officials...

May 05, 202517 min

Omnibus Week Of 04/28

Omnibus Week Of 04/28 Learn more about your ad choices. Visit megaphone.fm/adchoices

May 03, 20251 hr 28 min

Fri. 05/02 – GTA 6 Delayed To 2026

The big cultural event of maybe the decade is going to take a little while longer to get here. Earnings from Apple and Amazon. More signs of the impending death of the password. More signs of self-driving rapidly becoming reality. And in the longreads, what happens when AI completely changes your field? The AI researchers were the first to experience it. Links: Grand Theft Auto VI release delayed to May 2026 (The Verge) Amazon Says Operating Profits May Decline Amid Economic Uncertainty (NYTimes...

May 02, 202517 min

Thu. 05/01 – Judge Refers Apple For A Criminal Investigation

Apple basically got held in contempt of court in the Epic case. Rumors about Elon staying at Tesla. Meta and Microsoft earnings. Xbox price increases. Would you wear a smart ring that proves you’re not cheating on your significant other? Links: Apple Dealt Stinging Court Defeat on App Store Sales Commissions (Bloomberg) Tesla Board Opened Search for a CEO to Succeed Elon Musk (WSJ) Microsoft is raising prices on Xbox consoles, controllers, and games worldwide (The Verge) Meta tightens privacy po...

May 01, 202518 min

Wed. 04/30 – ChatGPT Just Wants To Please

Meta has launched a standalone competitor to ChatGPT. But is ChatGPT bending too far backwards in an attempt to please you? Even OpenAI thinks so. Waymo and Toyota cut a deal. And concerns about sovereign tech stacks rear their head again. Sponsors: Go to my sponsor https://venice.ai/techmeme and use code techmeme to enjoy private, uncensored AI. Using my code will get you 20% off a pro plan. Links: Meta’s ChatGPT competitor shows how your friends use AI (The Verge) Microsoft CEO says up to 30% ...

Apr 30, 202518 min

Tue. 04/29 – OpenAI Shopping?

Is Amazon about to start showing tariff prices in listings? Armageddon has finally come for Temu and Shein. Is OpenAI getting into the shopping game because their web search usage is exploding? And Project Kuiper finally gets off the ground in a literal and meaningful way. Links: 042925 (PunchBowl News AM) Kickstarter Introduces ‘Tariff Manager Tool’ to Add Charges to Already Fully Funded Projects (404 Media) Temu adds ‘import charges’ of about 145% after Trump tariffs, more than doubling price ...

Apr 29, 202517 min
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