Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
OpenAI and Microsoft say they have ironed out their differences… tentatively. Not officially. I’ll explain why that is interesting. With new FDA clearance for the Apple watch are millions of people about to discover they have hypertension? What if AI is less corrupt than humans? And, of course, the Weekend Longreads Suggestions. OpenAI and Microsoft reach tentative deal to revise partnership (Axios) OpenAI Takes Big Steps Toward Its Long-Planned Reorganization (NYTimes) OpenAI & Microsoft Ag...
Well we now know one of the big contracts that sent Oracle shares flying. OpenAI of course. We have another IPO pop. YouTube videos now have multilanguage dubbing. Is it risky to bet on just one version of AI? And a deep dive analysis of how Oracle got AI religion. Oracle, OpenAI Sign $300 Billion Cloud Deal (WSJ) Klarna Climbs 15% in Trading Debut After $1.37 Billion IPO (Bloomberg) Microsoft's first preview of Visual Studio 2026: Deeper AI and a design refresh (The Register) YouTube’s multi-la...
The tech world is buzzing with Oracle's remarkable stock surge, propelled by a half-trillion-dollar AI data center backlog that positions it as the 'new Nvidia.' Spotify is finally rolling out lossless audio to premium users at no extra cost, while Apple enhances iPhone 17 security with new memory safety features. Meanwhile, Robinhood is embracing social trading, quantum computing sees a billion-dollar funding round, and a startup is rapidly scaling AI-generated podcasts, producing thousands weekly.
Today's tech news highlights Apple's latest product event, introducing the ultra-slim iPhone Air, significant upgrades across the iPhone 17 lineup, and enhanced AirPods Pro 3 with health and translation features. The Apple Watch Series 11, SE3, and Ultra 3 also received notable connectivity and health improvements. Beyond Apple, the podcast discusses the postponement of Anthropic's $1.5 billion copyright settlement, Microsoft and LG's partnership bringing Xbox Cloud Gaming to cars, OpenAI's potential relocation amid California scrutiny, and Google's controversial court argument that the open web is in rapid decline.
Anthropic has agreed to pay $1.5 billion dollars to authors of books that might have trained their AI. Would my book qualify for some of that money? Also, why this is interesting in general. OpenAI is making a movie. Tokenizing the stock market. Three interesting raises, and at the end of the show, let me tell you about my weekend experiment with AI. Links: Anthropic Reaches $1.5 Billion Author Copyright Settlement (Bloomberg) OpenAI Backs AI-Made Animated Feature Film (WSJ) Nasdaq makes push to...
Julie Samuels shares her journey from a journalism major to a prominent figure in the tech advocacy space, detailing her experiences at NCSA, her work with EFF, and her role in founding Tech NYC. She discusses the evolution of the internet, the cultural differences between Silicon Valley and New York City, and the importance of community engagement in shaping the future of technology. Julie emphasizes the need for tech companies to be involved in civic issues and how Tech NYC aims to support and...
From the, this wasn’t on my bingo card file, OpenAI has launched a sort of job board? Why Broadcom might become Nvidia’s big rival. Is AI image generation about to have its Napster moment? And in the Longread Suggestions, a deep-dive state of the job market in tech. 00:00 Intro 00:33 OpenAI Job Search 04:22 Broadcom Competes With Nvidia? 07:41 AI Image Napster Moment? 11:30 Nividia's "Self Dealing"? 15:35 Longreads Links: OpenAI Plans Jobs Platform, Certification Program for AI Roles (Bloomberg)...
Morning Brew discusses Apple's significant move into AI-powered web search for Siri, including a potential partnership with Google and a focus on user privacy. The episode also highlights Honeywell's growing influence in quantum computing and Atlassian's acquisition of The Browser Company to integrate AI into browsing. Additionally, hear about Roblox's expanded age verification, Tencent's innovative AI for 3D video, and Instagram's belated but Reels-focused launch on the iPad.
Google whistles past the graveyard with the remedy ruling on its antitrust case. OpenAI makes a big acquisition. Anthropic has a big new raise and a huge new valuation to boot. And why are AI companies finding it so hard to engineer safe interactions with Chatbots? Links: Google stock jumps 8% after search giant avoids worst-case penalties in antitrust case (CNBC) Google, Apple, and Mozilla Win in the Antitrust Case Google Lost (Spyglass) Google’s Big Win Is Even Bigger for Apple (WSJ) OpenAI st...
The Trump family’s big new crypto coin makes its debut. OpenAI outlines new safety guardrails. Dolby announces its biggest new TV tech in years. Say hello to Dolby Vision 2. Fintech seems to be back. And as the price per token for AI models has fallen, why are costs for developers rising? Links: Trump family’s World Liberty Financial token falls in trading debut (FT) Parental controls are coming to ChatGPT ‘within the next month,’ OpenAI says (CNNBusiness) Dolby Vision 2 goes beyond HDR with mor...
In this conversation, Bradley Tusk discusses his unique career at the intersection of politics and technology. He shares insights from his early experiences in New York City politics, his time working with Senator Schumer, and his role as Deputy Governor of Illinois. Tusk reflects on the Bloomberg campaign during the financial crisis and how he merged political strategies with business through Tusk Strategies. He highlights the regulatory challenges faced by Uber and the importance of understand...
China continues to show signs that it might not need American AI chips much longer. A weird story about that big recent Tesla trial ruling. Look, AI being too much of a sycophant is clearly becoming a big problem. And, of course, the Weekend Longreads Suggestions. Links: Alibaba Creates AI Chip to Help China Fill Nvidia Void (WSJ) Tesla said it didn’t have key data in a fatal crash. Then a hacker found it. (Washington Post) Intel gets $5.7 billion from Trump deal as White House says details are ...
This episode delves into NVIDIA's Q2 earnings, which, despite beating estimates, hinted at a potential slowdown in AI spending and market normalization. It then covers Microsoft's expansion of Xbox Cloud Gaming to more subscribers and the integration of its Copilot AI into Samsung TVs. Google's new Universal Ledger blockchain for finance is discussed alongside its viral "Nano Banana" AI image model (Gemini 2.5 Flash). Finally, the episode examines the Nothing Phone 3's misleading marketing tactics and reviews of the Google Pixel 10 Pro, highlighting its AI features and incremental upgrades.
A wrongful death lawsuit has been filed against OpenAI. The continuing saga of what the heck is going on over at Meta AI? Is “vibe hacking” the big new threat we need to be worried about? Anthropic had to settle because it was afraid it would be sued out of existence. And when the iPhone event is gonna happen. Links: OpenAI Plans to Update ChatGPT After Parents Sue Over Teen’s Suicide (Bloomberg) A Teen Was Suicidal. ChatGPT Was the Friend He Confided In. (NYTimes) Researchers Are Already Leavin...
This episode covers xAI's lawsuit against Apple and OpenAI, alleging anti-competitive practices in AI integration and App Store rankings. It also discusses the Trump administration's potential sanctions on EU officials over the Digital Services Act, citing freedom of expression concerns. Spotify has launched a new direct messaging feature, and 44 US Attorneys General have warned AI chatbot companies about ensuring child safety. Finally, the episode examines the implications of a US stake in Intel, analyzing its risks and strategic importance for the country's semiconductor manufacturing.
The US government has acquired a 10% stake in Intel, while Apple considers Google Gemini to revamp Siri. Meta announced a partnership with MidJourney for AI image and video models, and Perplexity launched a new revenue-sharing tier for publishers. Additionally, Netflix is opening entertainment and shopping venues, DHL is using AI to address its aging workforce, and a female-led hacker house is breaking AI's glass ceiling.
We talked recently about how Nvidia wasn’t home free in China just yet, and low and behold, they’re stopping H20 chip production over Chinese concerns. Did Elon Musk talk to Mark Zuckerberg about buying OpenAI together? And of course, the Weekend Longreads Suggestions. Links: Nvidia Orders Halt to H20 Production After China Directive Against Purchases (The Information) Meta Signs $10 Billion-Plus Cloud Deal With Google (The Information) Elon Musk tried to enlist Mark Zuckerberg in $100bn bid for...
The episode explores Meta's unexpected AI hiring freeze and a broader industry 'vibe shift' where leaders like Sam Altman and Eric Schmidt are tempering AGI expectations, further echoed by Mustafa Suleiman's warnings about 'seemingly conscious AI.' It also details Google's new Tensor G5 chip, highlighting its local AI processing power and hardware-software synergy, and covers DeepSeek's new AI model. Additionally, the podcast examines the controversial 'always-on' AI smart glasses from Halo, raising significant privacy concerns, and notes recent price hikes for gaming consoles including the PlayStation 5.
The podcast dives into the "Made by Google" event, detailing the Pixel 10 Pro, Pro XL, base Pixel 10, and the new dust-resistant Pixel Fold, highlighting their on-device AI capabilities and the Pixel Watch 4. It also announces the release of Xbox Ally handhelds. Further discussions include Meta's ongoing AI division restructuring amid internal tensions and growing concerns about an "AI bubble" affecting tech stocks. The episode concludes with a review of the inaugural AI Film Festival, exploring the quality and implications of AI-generated cinema.
Masa Son is investing $2B into Intel, and the Uncle Sam might join in as well. Small AI models continue to have a moment. Chamath is reentering the arena with a new SPAC. The Texas AG is investigating AI chatbots. And does GPT-5 prove that we’ve hit an AI ceiling, even if only temporarily? Links: Intel is getting a $2 billion investment from SoftBank (CNBC) Nvidia releases a new small, open model Nemotron-Nano-9B-v2 with toggle on/off reasoning (VentureBeat) ‘SPAC King’ Chamath Palihapitiya...
This episode delves into Meta's ambitious hardware roadmap, featuring upcoming smart glasses like Hypernova and advanced VR prototypes such as Tiramisu and Boba 3, which aim for hyper-realistic and ultra-wide field-of-view experiences. It also examines the broader tech landscape, discussing a surge in startup "down rounds" and the impact of large tech companies' "acqui-hire" strategies, particularly Meta's well-documented struggles in retaining and acquiring top-tier AI talent amidst internal restructurings and a "brain drain."
The episode explores significant shifts in the tech world, beginning with discussions about the US government's increasing intervention in critical industries like semiconductors. It then delves into Meta's AI chatbots and their controversial permitted behaviors, sparking calls for a congressional probe. A major highlight is Foxconn's AI server business now generating more revenue than its iPhone assembly, signaling a new industrial revolution. Finally, the podcast touches on regulatory hurdles for wearable technology, as Apple re-engineers its Watch for legal compliance and Whoop defies FDA warnings regarding its health features.
This episode covers major tech news, including New York's lawsuit against Zelle for over $1 billion in fraud losses due to security lapses. It also details crypto firm Bullish's impressive 84% IPO debut, and Perplexity's strategic attempts to acquire browser companies like Brave to bolster its AI search capabilities. Apple's ambitious plans for AI-powered robots and smart home devices are explored, alongside the unexpected return of in-person job interviews by tech giants like Google and Cisco, driven by the need to combat AI-facilitated cheating in virtual assessments.
The Tech Brew Ride Home discusses Perplexity's attention-grabbing $34.5 billion offer to acquire Google Chrome, largely seen as a marketing stunt amidst Google's antitrust challenges. The episode also delves into major AI developments, including OpenAI restoring GPT-4o and adding new integrations, alongside Anthropic's Claude Sonnet 4's massive context window and its competition in the AI coding platform market. Other topics include the dramatic drop in UK porn site traffic due to new age verification laws, the surprising growth and revenue of AI companion applications, and GM's plans to re-enter the self-driving car business for personal use.
The podcast dives into major tech news, starting with Elon Musk's claims of antitrust violations against Apple, alleging unfair App Store rankings that favor OpenAI. It then moves to Apple and Google's significant antitrust ruling in Australia, setting a precedent for developer compensation. A detailed look reveals Jensen Huang's strategic lobbying efforts to navigate US-China trade tensions, ensuring Nvidia's continued access to the Chinese market. Finally, the episode explores the growing trend of AI companies offering services at extremely low costs, signaling a potential commoditization and price war in the AI industry.
In a first-of-its-kind arrangement, Nvidia and AMD are paying 15% of revenue to the U.S. government for licenses to sell AI chips to China, sparking debate on trade policy and national security. The episode also details OpenAI's misstep with its GPT-5 launch, where user outcry led to the return of older models and promises of more transparency. Finally, it marks the end of an internet era as AOL discontinues its dial-up service, highlighting persistent broadband access issues in rural areas.
This episode explores the significant economic impact of AI capital expenditure (CapEx), detailing how data center investments contribute substantially to GDP growth. It delves into the rapid increase in AI-related spending, the unique challenges of short data center lifespans, and the shift towards debt financing through private credit and REITs. The discussion highlights potential risks, including the obfuscation of debt, market saturation, and the broader implications for the economy if this spending were to slow.
This episode delves into the fallout from GPT-5's rollout, noting its iterative improvements and the emerging commoditization of AI models, alongside OpenAI's aggressive pricing strategy. It also highlights Google Gemini's unusual self-loathing bug and the political scrutiny facing Intel's CEO over his investments. The discussion further explores the financial struggles of AI coding startups due to high LLM costs and AI's transformative impact on industries like consulting and SEO.
All the news around the big unveiling of GPT-5. President Trump calls on the CEO of Intel to “resign immediately.” Also, the threat of 100% tariffs on chips and semiconductors. But Apple gets a pass because they’re committing to building more in the US. Links: GPT-5 is being released to all ChatGPT users (The Verge) OpenAI Unveils GPT-5, Its Latest and Most Powerful Model, After Two-Year Wait (WSJ) OpenAI’s GPT-5 is here (TechCrunch) Trump Urges ‘Conflicted’ Intel CEO Tan to Resign Immediately (...
Disney is making big streaming moves with the new ESPN app and a revamp to Hulu. Then, it’s all basically AI announces. OpenAI’s new open-weight models. Grok’s new spiciness is already generating nudity. A new AI model to identify malicious software autonomously. And Nvidia wants you to know: no back-doors! Links: ESPN flagship streaming service to launch Aug. 21 (CNBC) Hulu App to Be Phased Out as Disney Is ‘Fully Integrating’ Service Into Disney+ (Variety) OpenAI Just Released Its First Open-W...
