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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

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 ...

Nov 26, 202522 min

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 ...

Nov 25, 202520 min

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 (...

Nov 24, 202520 min

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 ju...

Nov 21, 202531 min

Who Gets To Regulate AI?

The episode explores the escalating conflict over AI regulation, with President Trump's proposed executive order aiming for federal control despite Republican opposition. It also covers Google's launch of Nano Banana Pro for advanced image generation and editing. Additionally, the podcast highlights the explosive growth of ad spend in the creator economy and introduces Sunday Robotics' Mimo, an autonomous home robot poised to handle chores.

Nov 20, 202523 min

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 s...

Nov 19, 202522 min

The Bloodbath In Crypto

Today's tech news includes a widespread Cloudflare outage that impacted major services like X and ChatGPT, alongside XAI's release of Grok 4.1, boasting improved creativity and emotional intelligence. The crypto market experienced a "bloodbath," wiping out $1.2 trillion, while Google's CEO Sundar Pichai warned of "irrationality" in the current AI investment boom. The episode also delves into Amazon's substantial bond sale funding AI initiatives, Databricks' surging $130 billion valuation, and Roblox's new mandatory age estimation for chat features to enhance child safety.

Nov 18, 202521 min

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 teac...

Nov 17, 202522 min

(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

Nov 15, 202547 min

OpenAI Enters The Group Chat

OpenAI is testing a new group chat feature for ChatGPT in select regions, allowing collaborative prompting for up to 20 users. Meanwhile, a significant battle is brewing in the AI chip market as Amazon, Microsoft, and Anthropic back legislation to prioritize U.S. buyers, which Nvidia opposes due to its China export interests. The episode also covers the ongoing legal dispute between Elon Musk's xAI and OpenAI/Apple over alleged anti-competitive practices, Cursor's rapid growth in the AI startup space, and Google's lawsuit against the "Lighthouse" cybercrime group responsible for widespread phishing scams.

Nov 14, 202520 min

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 ...

Nov 13, 202521 min

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 Deliver...

Nov 12, 202521 min

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 A...

Nov 11, 202521 min

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...

Nov 10, 202521 min

(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
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