Tech Brew Ride Home

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...

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...

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

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...

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...

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 resea...

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...

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...

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 B...

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...

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 th...

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 Overhau...

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

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 (TechCru...

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...

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...

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 pl...

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 P...

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

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...

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) M...

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 s...

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 pr...

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...

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 marke...