Tech Brew Ride Home

Sony says Tencent has ripped off one of their biggest games. Microsoft wants to get ahead of the whole AI browser thing. Are rate limits coming for AI usage as some people are using AI too much? Waymo is coming to Dallas. And further proof of my thesis that smartglasses are the next big thing in tech hardware. Links: Sony sues Tencent for allegedly ripping off 'Horizon' video games (Reuters) Micro...

Samsung’s foundry business gets a shot in the arm from Tesla. Zuck’s hiring spree nabs a Chat GPT creator. Anthropic is raising and leveling up in a big way. And no sooner did the hot new dating app Tea get hot, then it got hacked. Tea was spilt, if you will. Links: Samsung to Make Tesla AI Chips in Multiyear Texas Deal (Bloomberg) Donald Trump freezes export controls to secure trade deal with Chi...

Could Intel exit the high-end chip game entirely? Why are public companies loading up on crypto? GPT-5 is probably coming in a matter of weeks. What if it’s actually AI jobpocalypse… not now? And in the Longreads, the best explainer of those GLP-1 drugs I’ve read so far. Links: Intel beats on revenue, slashes foundry investments as CEO says ‘no more blank checks’ (CNBC) Google is testing a vibe-co...

The White House has rolled out its big AI Action Plan. Google reported earnings but really wanted you to know about consumer adoption of its AI. A new Kindle Colorsoft. TMobile’s Starlink service is available to anyone, and the Switch 2 is now the fastest selling console in history. Links: Trump Signs AI Orders, Vows US Will Win Race Over New Technology (Bloomberg) Donald Trump blocks AI groups wi...

Don’t sleep on that SharePoint exploit from earlier this week as it seems to have led to a ton of still active breaches. Apple has a new insurance plan for you. Elon wants even more money for xAI. The Chinese are still churning ahead with their AI models. And three different stories about AI and privacy. Links: Microsoft links Sharepoint ToolShell attacks to Chinese hackers (BleepingComputer) Appl...

Well, just like that, AI’s winning the Math Olympiad is commonplace. Is Stargate struggling to get off the ground, or is Sam Altman just going to do Stargate on his own without Masa Son? The AI company who’s stated mission was to do AI ethically explains why it needs to get its hands dirty. And even if AI isn’t making scientific breakthroughs yet, there are early signs it is shaking things up none...

Serious zero-day has been uncovered that is affecting everybody all around the world. There is a patch tho. Mark Gurman dishes on the foldable iPhone. TSMC joins the Trillion-Dollar-Club. If you’re an expert in a given field you too can join the AI goldrush. And did we just take a big step toward AGI, or is this just the latest in the hype-cycle? Sponsors: AGNTCY.ORG Links: Hackers Exploit Microso...

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OpenAI has a new agent that can control your entire computer. You might soon be able to put crypto in your 401k. Why is Apple suing a prominent YouTuber? And in the Weekend Longreads, the one article that has done the most to radicalize me, as an investor, in a long, long time. Links: OpenAI’s new ChatGPT Agent can control an entire computer and do tasks for you (The Verge) OpenAI ChatGPT Agent an...

TSMC earnings suggest the AI buildout is continuing apace. Stablecoin regulation clears a major hurdle. Is Anthropic doing well growing revenue? Maybe not OpenAI well, but well enough? More signs Microsoft is struggling to sell its own branded AI. And how AI might be about to change how we pay for everything… forever. Links: TSMC Raises 2025 Outlook in a Big Boost for AI Demand Hopes (Bloomberg) U...

Jensen is feeling his oats after the reprieve on China, spilling lots of tea about where he see the AI industry. OpenAI is going after the office and also the storefront, with interesting new integrations. Why is it so hard to create LLM’s in other languages? And a first person account of what its like to work at OpenAI, the culture, the pressure, etc. Links: Nvidia Boss Expects US to Move Fast on...

Has the US government suddenly allowed Nvidia back in business in China? A segment wherein I make the case the GW’s are the new metric that matters to the tech industry, over and above anything else. Windsurf finds a permanent home. And is China already producing the smartglasses Zuck wants to see next? Links: Nvidia, AMD to Resume AI Chip Sales to China in US Reversal (Bloomberg) Apple to Buy Rar...

Google snatched the Windsurf acquisition out from under OpenAI in a big new acquihire. SpaceX is investing in xAI. ChromeOS and Android to merge, but for real this time? Was there a new sort of DeepSeek moment over the weekend? And example number 74 of how YouTube is now the king of video entertainment. Links: Google to Pay $2.4 Billion for Windsurf Staff, IP After Startup Ends OpenAI Talks (The I...

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So, it sure looks like Grok tries to align some of its answers with the views of its maker, Elon Musk, but the question is why… Does AI have to align with political views more generally? New, tangible data suggests you actually might NOT be coding faster due to AI. It might just be in your head. And, of course, the Weekend Longreads Suggestions. Links: Grok: searching X for “from:elonmusk (Israel...

Grok 4 is out, plus Grok 4 Voice, Grok 4 Code, a bunch more. Ok we know Zuck wants to catch up on AI, but an insider explains why they think Meta fell behind in the first place. Are AI web browsers the next battlefield in the AI wars. And if your electricity bill goes up substantially, you’ll never guess what you can blame. Links: Grok 4 is live — here’s what makes it Elon Musk’s most advanced AI...

All the of the headlines from the Galaxy Unpacked event that was mostly about really thin foldable phones. Big changing of the guard at Apple. What happens when you make a bet on a betting market, think you’ve won, but are then told you’re not. And a useful new feature of Gmail. Links: Galaxy Z Fold 7 goes official with drastically thinner design, but a $2,000 price tag (9to5Google) Samsung's Gala...

How much further behind can Apple get in AI now that Zuck is poaching from them as well? OpenAI has been forced to batten down the hatches, quite literally. A fully licensed AI video model. And back to Apple. They heard your complaints. They’re pumping the brakes on Liquid Glass a bit. Sponsors: AGNTCY.ORG Links: Apple Loses Top AI Models Executive to Meta’s Hiring Spree (Bloomberg) OpenAI’s Stock...

Catching you up on the great Zuckerberg AI recruitment drive. Clueing you in to the great datacenter buildout goldrush that is, again, all about AI. TikTok is about to force everybody to use a new version of their app. And are the unicorns coming back? Links: Meta’s new hires offer a peek into superintelligence plans (Semafor) Zuck's Eleven (Spyglass) CoreWeave to Buy Core Scientific in $9 Billion...

More layoffs make me more concerned the AI jobpocalypse is coming to tech this summer. In the big Meta v. OpenAI talent battle, who is desperate and who is scared? We reframe the situation a bit. Figma files for an IPO. Chinese AI seems to be gain ground worldwide. And do universities need to fundamentally rethink teaching computer science? Links: Microsoft laying off about 9,000 employees in late...

Meta Superintelligence Labs is official. Cloudflare’s tool to help websites fend off AI bots is official. Will Apple throw in the towel and just buy some AI off the shelf? Does Amazon now have more robots than human workers in its warehouses? And my hands-down can’t live without you app finds a home. Sponsors: CornbreadHemp.com/ride and code RIDE Links: Zuckerberg Debuts Meta ‘Superintelligence’ G...

Weird beef between Nintendo and Amazon. Is Apple going to make a cheap Macbook with an iPhone chip inside? OpenAI claps back at Meta. The AI avatar startup. And for the first time in a decade, Spotify has changed up the Discover Weekly playlist. Links: Amazon Misses Out on Switch 2 Sales After Nintendo Pulled Products From US Site (Bloomberg) Kuo: Apple to release cheaper MacBook powered by iPhone...

Mark Zuckerberg’s big AI plan seems still to be such a work in progress, he’s even considering abandoning Llama. Apple attempts to comply with the EU’s DMA. Instagram and TikTok want to follow YouTube to your TV. The infamous Blue Screen of Death is dying. And, of course, the Weekend Longreads Suggestions. Links: In Pursuit of Godlike Technology, Mark Zuckerberg Amps Up the A.I. Race (NYTimes) Met...

The legal rulings on AI are finally coming in. The problem is, they’re contradictory, so we’re not getting any legal clarity yet. Creative Commons but for AI training data. Is DeepSeek’s R2 model being stymied by lack of access to Nvidia chips? And another deep look at the question of: is AI taking jobs at tech companies, right now? Links: Microsoft sued by authors over use of books in AI training...

AI is transforming job search on both sides of the equation. A first court ruling on using copyrighted books to train AI. New AI releases from Google devs will want to know about. How your kids 3rd grade teacher is using AI. And why did Apple push an ad to everybody? Sponsors: Shopify.com/ride Links: Employers Are Buried in A.I.-Generated Résumés (NYTimes) CareerBuilder + Monster to Sell Businesse...