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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

(BNS) Jimmy Wales

Here is how Wikipedia happened. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nov 08, 20251 hr 21 min

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 u...

Nov 07, 202520 min

Gemini To Power The New Siri?

This episode explores Apple's groundbreaking deal to integrate Google's Gemini AI into Siri, signaling a major shift in its voice assistant's capabilities while it develops its own models. It also covers OpenAI's strategic financing approach, seeking government support for its massive data center expansion, and Microsoft's push for AI self-sufficiency with a focus on ethical development and healthcare applications. Additionally, Google unveils its powerful new Ironwood TPU to compete in the AI infrastructure race, and two innovative consumer AI products are introduced: Sandbar's Stream Ring for thought capture and Foursquare founder Dennis Crowley's BeBot, an AI-powered location-based audio app.

Nov 06, 202520 min

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 ...

Nov 05, 202522 min

Nobody Cares About AI Ads?

This episode delves into Apple's new web App Store and iOS updates, a cybersecurity scandal involving white-hats turned black-hat, and Waymo's expansion to new cities. It also covers Trump's decision to block Nvidia's AI chip exports to China, Coca-Cola's effective use of AI in advertising, and Common Crawl's controversial role in supplying data for AI training. Finally, the discussion highlights Google Cloud's significant growth driven by AI and wraps up with a unique request for AI animation tool recommendations.

Nov 04, 202523 min

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 (Bl...

Nov 03, 202523 min

(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...

Nov 01, 202525 min

Amazon Didn’t Scare Investors

This episode covers Amazon's impressive 20% cloud sales growth, boosted by AI investments, and how it reassured investors. It also reveals OpenAI's substantial $11.5 billion quarterly loss and their efforts to monetize Sora. Additionally, NVIDIA's aggressive strategy of investing in AI startups to build its ecosystem is discussed, alongside weekend longreads on Nike's powered footwear and the phenomenon of aphantasia.

Oct 31, 202523 min

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) Ex...

Oct 30, 202521 min

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.a...

Oct 29, 202521 min

OpenAI Has Gone For-Profit

OpenAI has finalized its for-profit restructuring, securing a significant investment from Microsoft and outlining its future operational structure. Meanwhile, Amazon is implementing substantial job cuts, with CEO Andy Jassy attributing these reductions, in part, to increasing AI integration. The episode also covers Elon Musk's launch of Grokipedia, a Wikipedia rival with a distinct perspective, and Adobe's unveiling of advanced AI tools for its creative suite. Finally, it explores Anthropic's successful enterprise-focused AI business model, drawing comparisons with OpenAI's broader market strategy.

Oct 28, 202524 min

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 Scanda...

Oct 27, 202522 min

(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...

Oct 24, 202552 min

(BNS) Hugging Face Founder Clément 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/adcho...

Oct 23, 202559 min

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 m...

Oct 22, 202521 min

C’mon Apple, Buy HBO!

The podcast explores the possibility of Apple acquiring HBO Max, amidst price hikes and Warner Bros. Discovery's openness to a sale. It also delves into Coinbase's impressive acquisition streak, highlighting FinTech's resurgence. Discussions further cover Anthropic's Claude Code expansion to the web, OpenAI's ambitious Project Mercury aiming to automate Wall Street tasks, and Amazon's significant plans to replace over half a million jobs with robots. Finally, the episode highlights Science Corp's vision-restoring brain implant, which has leapfrogged Neuralink in helping blind patients.

Oct 21, 202519 min

The Winners Of The AI Boom You Never Thought About

This episode covers significant tech news, starting with a major AWS outage that disrupted numerous online services like Fortnite and Snapchat. It then delves into OpenAI's ethical dilemmas regarding AI-generated content, specifically pausing Sora's ability to create videos resembling historical figures like MLK Jr. The discussion also highlights X's new marketplace for dormant usernames, Oura's app redesign with stress tracking and an FDA blood pressure study, and NVIDIA's milestone of producing Blackwell chips in the U.S. Finally, the episode explores the less obvious winners of the AI boom, including Credo's specialized "purple cables" for AI servers and crypto mining companies successfully pivoting to high-performance AI computing.

Oct 20, 202520 min

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 r...

Oct 17, 202520 min

A $300 Trillion Oopsie

The podcast explores several major tech stories, starting with Paxos's massive accidental minting of $300 trillion in PayPal stablecoins, raising questions about financial system security. It also details the departure of a crucial Apple AI executive to Meta, highlighting the intensifying talent war in the AI space. Further discussions include a state-sponsored cyberattack on F5, the release of Anthropic's new efficient AI model, and Honor's innovative robot phone concept. The episode concludes with a deep dive into concerns about a potential AI market bubble, examining soaring valuations, investor FOMO, and historical parallels to past tech booms and busts.

Oct 16, 202520 min

M5 Chips Are Here

This Tech Brew episode reports on significant updates across the tech industry. Apple has rolled out its powerful M5 chips in new MacBook Pros, iPad Pros, and the Vision Pro, promising enhanced AI and graphics performance. OpenAI is relaxing content restrictions for ChatGPT, allowing more personalized and mature interactions for verified adults. Additionally, Waymo plans to launch driverless robotaxis in London by 2026, while Spotify and Netflix are partnering to distribute video podcasts. The episode also touches on YouTube's redesigned video player, OpenAI's ambitious $1 trillion five-year plan, and Microsoft officially ending support for Windows 10.

Oct 15, 202519 min

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)...

Oct 14, 202520 min

(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...

Oct 13, 202543 min

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 Cod...

Oct 10, 202520 min

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) Disco...

Oct 09, 202521 min

The AI Concern Committee Is Back

The podcast discusses growing concerns surrounding the AI market, highlighting how intertwined deals involving NVIDIA and OpenAI may be artificially propping up the boom and drawing parallels to the dot-com bubble. It also examines the substantial impact of AI investments on US debt and GDP growth, along with the significant challenge AI companies like OpenAI face in securing adequate insurance for potential multi-billion dollar lawsuits. Finally, the episode touches on OpenAI's market dominance, demonstrated by its internal tools affecting established software firms, and concludes with Amazon's new pharmacy kiosks.

Oct 08, 202520 min

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 Polyma...

Oct 07, 202521 min

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 fo...

Oct 06, 202522 min

(BNS) How Snowflake Wrote The GTM Playbook

In "Make It Snow," Snowflake's former CRO and current CMO detail their successful go-to-market strategy, highlighting the crucial alignment of sales and marketing as "one brain in two bodies." They discuss early challenges like building brand awareness from stealth, the evolution of Snowflake's product, and the importance of a consumption-based pricing model. The book also covers vital aspects like embedding sales with engineering, strategic partnerships, and cultivating a strong, execution-focused company culture, offering tangible advice for founders and leaders in a rapidly evolving tech landscape, including lessons applicable to the AI era.

Oct 04, 202553 min

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 sh...

Oct 03, 202522 min

Apple To Bench The Vision Pro?

The episode explores the widespread discussion around OpenAI's Sora, including its copyright infringement challenges and how it could revolutionize social media by removing content creation constraints. It also covers OpenAI's new $500 billion valuation, Apple's strategic pivot from the Vision Pro to prioritize AI-powered smart glasses, and the launch of Mira Murati's Tinker, an API designed to make AI model fine-tuning more accessible. Additionally, the podcast highlights DeepL's potential US IPO, Brave browser's significant user growth, and the surprising sale of AOL amidst an unexpected rise in its user traffic among younger demographics.

Oct 02, 202520 min
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