Morning Brew
Tech Brew Ride Home
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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13 oct. 2026
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ChatGPT Health 08.01.2026 21:59
Grok and X have been letting people create some risqué and in some cases, probably illegal images, and governments around the world are getting pissed. Does Google think AI can obviate your email inbox? And would you upload your medical history to ChatGPT? Sam Altman is asking you to. Grok Is Generating Sexual Content Far More Graphic Than What's on X (Wired) Google is taking over your Gmail inbox...
CES Day 3 07.01.2026 21:57
xAI has raised another monster round. Polymarket has yet another controversy around whether a bet should pay out or not. Could the AI datacenter buildout actually disrupt politics in local America? And a sort of roundup of what’s been at CES so far. Elon Musk’s xAI Raises $20 Billion (NYTimes) Polymarket refuses to pay bets that US would ‘invade’ Venezuela (FT) Americans Hate AI. Which Party Will...
CES Day 2 06.01.2026 22:15
Nvidia launches its next chip platform. AMD says, hey, us too! Also, did you know Nvidia is building self-driving car platforms? Did you know Dell is bring the XPS brand back? And did you know that the most interesting product launch I’ve seen so far has come from Lego? Nvidia launches Vera Rubin AI computing platform at CES 2026 (The Verge) AMD shows off new higher performing AI chip at CES event...
CES Day 1 05.01.2026 21:05
Coming to you live from Las Vegas with the first of the CES madness. More signs that insider betting on prediction markets is going to become something we’re going to have to live with. Is Reddit bigger than TikTok now, at least by one measure? And how Reels became bigger than YouTube by maybe the most important measure. Exclusive: Samsung to double AI mobile devices to 800 million units this year...
Manus, The Hands Of Fate 31.12.2025 20:53
More on Manus, who they are, how they got positioned to sell, and more on what Meta wants to do with them. Open AI is paying employees more than anyone in history. The TriFold phone is a bit a dud. And, of course, the weekend longreads suggestion. How Meta’s Newest Acquisition Target Got Around Worries Over Its Ties to China (WSJ) Manus: The Hands of AI Fate (Spyglass) Musk’s xAI Buys Building to...
The End Of Year M&A Rush 30.12.2025 24:05
This flurry of M&A deals at the end of the year (I have another one to tell you about) are people getting out while the getting is good, or is this just the start of what’s going to be a big deal in 2026? And are half of the big VC raises we’re seeing just folks trying to build up cash reserves to hedge either way? Meta to Buy Manus, an AI Startup With Chinese Roots (Bloomberg) After a Year of Bli...
Nvidia Kindacquires Groq 29.12.2025 20:57
Nvidia kindaquires Groq I’ll tell you what we think the strategy is here. A shot across my bow that CES is next week. Accountants shut down remote testing because of AI. And for all the recent bullishness, an honest look at the immediate limitations of today’s robotics. Nvidia Reaches Technology Licensing Deal With Startup Groq (Bloomberg) Why Nvidia Struck a $20 Billion Megadeal with Groq (The In...
(BNS) The Story Of Toys R Us 26.12.2025 38:29
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(BNS) Top Tech Stories Of 2025 With The Newsworthy 25.12.2025 32:09
You can find out more about The Newsworthy here. Learn more about your ad choices. Visit megaphone.fm/adchoices
New Tech Trade War 24.12.2025 22:35
Well, turns out my spidey sense was right cause there definitely seems to be a new tech trade war brewing between the US and Europe. Seems like ads are definitely coming to ChatGPT. How bitcoin miners are pivoting to AI. And why Netflix wants to get into dayparting. US bars five Europeans it says pressured tech firms to censor American viewpoints online (AP) OpenAI’s Ads Push Starts Taking Shape (...
Drone Ban 23.12.2025 20:25
I hope you weren’t expecting Santa to leave a drone under the tree this week. Europe is forcing Apple to pair nicely with others. More signs of the AI fueled debt explosion. And in the year of the stablecoin, the rise of stablecoin-based banks. U.S. Bans New China-Made Drones, Sparking Outrage Among Pilots (WSJ) Pentagon Adds Grok-Derived Products to Something Called the ‘AI Arsenal’ (Gizmodo) iOS...
Blackouts Take Waymo Out 22.12.2025 22:00
Turns out when the lights go out, Waymo’s don’t handle that well. Larry Ellison actually puts his money on the line. Somebody is pirating music like it’s 1999. And two deep-dive looks at whether or not Google’s TPU’s really are a threat to Nvidia and OpenAI. Waymo resumes robotaxi service in San Francisco after blackout chaos — Musk says Tesla car service unaffected (CNBC) Paramount guarantees Lar...
TikTok Sold (Again) (?) 19.12.2025 21:36
Has TikTok finally been sold, episode number 47… The Pennsylvania supreme court says police don’t need a warrant to read your search history. YouTube terminates some big accounts over AI usage. A new League of Legends is coming. And in the longreads, and in the show, a look at how Zuck’s big bet on AI is coming along. Scoop: TikTok signs deal for U.S. unit after yearslong saga (Axios) TikTok U.S....
China’s EUV Machine? 18.12.2025 20:14
Has China cracked a major puzzle for chip parity? Trump Media merges with a… Fusion Energy startup? Coinbase continues its efforts to let you trade everything. OpenAI is turning on the fundraising afterburners. And how to catch a North Korean IT infiltrator. China may have reverse engineered EUV lithography tool in covert lab, report claims — employees given fake IDs to avoid secret project being...
Now It’s Amazon’s Turn To Invest In OpenAI 17.12.2025 20:56
ChatGPT ups its image generation game. Now it’s Amazon’s turn to invest in OpenAI. WBD says it still wants to go with the Netflix offer. Waymo’s raising money again. And the new AI sort of newsletter Google wants to put in your inbox every morning. OpenAI’s ChatGPT Updated to Make Images Better and Faster (Bloomberg) ChatGPT Images just got a major upgrade — and it could change how we all create (...
The Pivot To AI Datacenters 16.12.2025 20:43
Tech continues to be a major geopolitical stumbling block, this time with the UK. Are we currently in the midst of the second mini-tech recession of the year? If Ford can pivot from EV’s to servicing datacenters, maybe you can too. And the civil war lining up in Hollywood, over AI. U.S.-U.K. Trade Deal Hits Stumbling Block (NYTimes) AI infrastructure selloff continues on Wall Street as Broadcom, O...
The Roomba Hits The Wall 15.12.2025 21:05
Your Roomba is circling the drain with iRobot filing for bankruptcy. Remember credit default swaps? Turns out they’re not just for hedging housing anymore. Nano Banana looks so realistic because it’s mimicking your sub-par smartphone camera output. And why can’t everybody participate in early stage startup investing? Roomba Maker iRobot Files for Bankruptcy and Will Go Private (Bloomberg) How iRob...
GPT-5.2 As OpenAI’s Attempt To Change The Narrative 12.12.2025 22:09
Ok, fine, says Sam, here’s a new GPT model so you’ll hopefully stop saying we’re behind. Broadcom as another AI bellwether. Now that Disney is in bed with OpenAI, they’re ceasing and desisting Google. And, of course, The Weekend Longreads Suggestions. OpenAI Launches GPT-5.2 as It Navigates ‘Code Red’ (Wired) GPT-5.2 is OpenAI’s latest move in the agentic AI battle (The Verge) Trump threatens fund...
Disney Invests In OpenAI 11.12.2025 22:04
Disney signs a blockbuster deal to license characters to OpenAI AND invest $1 billion dollars in the company. Oracle as the new bellwether for thinking about OpenAI’s prospects. More on the whole Data Centers In Space phenomenon. And let me introduce you to the Model Context Protocol to make the web safe for AI agents. Disney Inks Blockbuster OpenAI Deal to Bring More Than 200 Characters to Sora V...
Algorithmic Pricing? 10.12.2025 20:56
Instagram is giving you some control over your algorithm. Is Instacart using algorithmic pricing? SpaceX thinks it will be worth $1.5 trillion. Has DeepSeek been smuggling chips? And what if your startup’s side-hustle can plug into the AI CAPEX bonanza? Instagram Will Start Letting You Pick What Shows Up in Your Reels (Wired) Same Product, Same Store, but on Instacart, Prices Might Differ (NYTimes...
Nvidia Back In China… Maybe 09.12.2025 20:20
Trump says Nvidia and others can ship chips to China, but the question is, will China take delivery. OpenAI is ending the code red in about a month, after getting a new model out the door. Meta wants a new Llama model, maybe in a month. And a new smart ring that is pretty intriguing… Trump greenlights Nvidia H200 AI chip sales to China if U.S. gets 25% cut, says Xi responded positively (CNBC) Chin...
Netflix Faces Hostility 08.12.2025 22:04
Looks like that big Netflix bid for Warner Brothers isn’t gonna go smoothly as Paramount launching a hostile counter-bid. We’ve got a full-on executive suite crisis at Apple. SpaceX could IPO next year. And more data on how AI usage is evolving. Paramount Skydance launches hostile bid for WBD ‘to finish what we started,’ CEO Ellison tells CNBC (CNBC) Trump Warns Netflix-Warner Deal May Pose Antitr...
The Albanian Army Wins! 05.12.2025 22:32
Turns out the Albanian army was triumphant as Netflix is buying HBO (and WBD’s studios). The NYT is suing Perplexity. Man, everybody is heading for the exits at Apple at the same time. And get ready for a slew of insider trading controversies in our prediction market world. Netflix agrees $83bn takeover of Warner Bros Discovery (FT) New York Times Sues A.I. Start-Up Perplexity Over Use of Copyrigh...
Meta To Abandon The Metaverse? 04.12.2025 21:52
On the one hand, Meta poached Apple’s design head in a major coup to make hardware and software for AI, but there are signs Zuck is souring on the Metaverse could even abandon it entirely. Is Amazon about to abandon your mailman? And why Dario Amodei is playing a blinder right now. Apple Design Executive Alan Dye Poached by Meta in Major Coup (Bloomberg) Meta’s Zuckerberg Plans Deep Cuts for Metav...
Not Great, Bob! 03.12.2025 21:10
We might soon have the first big IPO of the AI era, and it doesn’t look like it will be OpenAI. Amazon takes another few swings at Nvidia’s dominance. Proof positive that self driving cars really are significantly safer. And the disastrous 4k upscaling of Mad Men. Anthropic taps IPO lawyers as it races OpenAI to go public (FT) Amazon’s Custom Chips Pose Another Threat to Nvidia (WSJ) Amazon Has Ne...
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