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.
Episodes
October 13, 2025 • 43 mins
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.
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October 10, 2025 • 19 mins
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 ...
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October 9, 2025 • 21 mins
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 Tec...
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October 8, 2025 • 20 mins
More on the circular nature of the recent AI deals. AI now accounts for more debt issuance than US banks. AI companies consider using the billions they’ve raised to pay off lawsuits since they can’t get insurance. Another way OpenAI is the new Microsoft. And at the end? Look at that! A non-AI story!
OpenAI, Nvidia Fuel $1 Trillion AI Market With Web of Circular Deals (Bloomberg)
Nvidia’s Huang says he’s surprised AMD offer...
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October 7, 2025 • 20 mins
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 ...
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October 6, 2025 • 21 mins
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 cent...
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October 4, 2025 • 53 mins
Make It Snow is Snowflake’s go-to-market playbook, told by longtime CRO Chris Degnan and CMO Denise Persson. The central idea: sales and marketing must operate as “one brain in two bodies.” The takeaways are practical and candid: embed with customers sooner than feels comfortable, pick a clear foil, design programs you can rerun, centralize data so sales and marketing act from one truth, and treat culture as GTM infrastructure. If...
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October 3, 2025 • 21 mins
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 ...
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October 2, 2025 • 20 mins
More fallout from the Sora explosion, including my take on using it. OpenAI is now officially the biggest startup in the galaxy. We now know what Mira Murati’s new startup is building. The Brave browser is hitting some impressive user milestones. And why are young people flocking back to… checks notes… AOL?
OpenAI’s Sora 2 Copyright Infringement Machine Features Nazi SpongeBobs and Criminal Pikachus (404Media)
OpenAI Valua...
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October 1, 2025 • 20 mins
Why Sora is all anyone can talk about, both the new social network and the new AI model. Satya Nadella is still Microsoft’s CEO but he’s taken some things off his plate. Oura gets colorful, and a hardware company that we’ve not spoken about in years is back, with AI onboard.
OpenAI's Sora app lets friends swap AI video cameos (Axios)
OpenAI made a TikTok for deepfakes, and it’s getting hard to tell what’s real (The Verge)
...
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September 30, 2025 • 20 mins
All the headline’s from Amazon’s fall hardware event. Daniel Ek is stepping back from Spotify. A new Claude model. ChatGPT gets into the shopping biz. And OpenAI is likely launching it’s own TikTok clone soon to feature AI videos. And new buzzword alert! Microsoft wants you to start “vibe working.”
Amazon announces new Kindle Scribes, including one with a color screen (The Verge)
Amazon Revamps Echo Speakers, Displays in H...
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September 29, 2025 • 20 mins
The biggest sign yet of the state of the gaming industry, EA is being taken private. DeepSeek’s new model might start a new AI price war. OpenAI announces their parental controls for teen users. And, the Wall Street Journal says debt financing is now playing an increasing role in AI CAPEX buildout.
Electronic Arts Goes Private for $52.5 Billion in Largest LBO Ever (WSJ)
EA Agrees to $55 Billion Sale in Largest Leveraged Bu...
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September 27, 2025 • 74 mins
One of the very first VCs of the Internet Era, and especially the NYC tech ecosystem, Jerry Colonna reflects on his journey from growing up in New York to becoming a successful journalist and venture capitalist. Jerry discusses his transition to venture capital, the founding of Flatiron with Fred Wilson, and the challenges faced during the dot-com bubble and 9/11. He emphasizes the importance of curiosity and the human experience i...
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September 26, 2025 • 23 mins
Maybe… the TikTok thing has finally reached a resolution. Again. Maybe Amazon owes us all some money. Maybe that Neon app from yesterday was a bad idea. OpenAI and Meta make some super interesting strategic AI moves. And, of course, The Weekend Longreads Suggestions.
Trump signs executive order supporting proposed deal to put TikTok under US ownership (AP)
TikTok Being Sold for a Song (Spyglass)
Amazon agrees largest e...
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September 25, 2025 • 20 mins
Another lawsuit against OpenAI, this time from xAI. Intel approached Apple about bailing them out. What if crypto was reversable so you could recover fraud. Drama in open source land. And would you like to get paid to train AI on your phone calls? You’re in luck!
Musk's xAI accuses rival OpenAI of stealing trade secrets (Reuters)
Intel Is Seeking an Investment From Apple as Part of Its Comeback Bid (Bloomberg)
Spotify ...
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September 24, 2025 • 20 mins
Stargate gets off the ground, or at least, announces it is. What if OpenAI leases the chips from Nvidia instead of buying them. I go a bit deep in this episode in terms of the incentives behind all these AI moves. And what happens if AI makes translation as ubiquitous as spell check?
OpenAI Teams Up With Oracle and SoftBank to Build 5 New Stargate Data Centers (Wired)
In OpenAI Megadeal, Nvidia Discusses a New Business Mod...
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September 23, 2025 • 20 mins
Nvidia is investing $100B in OpenAI, and there are a billion angles to that fact, so get ready to dive into it. Why were there giant sim farms popping up around NYC? The new AI to help you with Candy Crush, I guess. And new buzzword alert: say hello to “workslop.”
Nvidia is partnering up with OpenAI to offer compute and cash (The Verge)
Altman, Huang and the last-minute negotiations that sealed the $100 billion OpenAI-Nvid...
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September 22, 2025 • 22 mins
Once again, I THINK a TikTok deal is happening, so updates on that. Why lots of folk in the tech industry are worried about new H-1B visa rules. Might those annoying cookie consent checkboxes be going away? And why the real land grab in data center building is happening in Scandinavia.
Inside Trump's deal to save TikTok (Axios)
Startup leaders warn new $100K H-1B visa fee will hurt U.S. entrepreneurship and innovation (Ge...
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September 20, 2025 • 48 mins
Today I’m joined by Olivier Pomel, cofounder/CEO of Datadog. We trace his path from French open-source tinkerer to NYC founder, the dev-vs-ops friction that sparked Datadog, finding product-market fit through integrations, and the choice to stay independent en route to a 2019 IPO and S&P 500. Olivier shares scaling war stories, culture and GTM lessons, and what observability means in an AI era. If you build software—or companies—th...
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September 19, 2025 • 21 mins
(Sorry about the editing error earlier)
Nvidia is investing in self-driving AI tech. Google has given up the ghost and is making Chrome a full AI tool. Would you tolerate advertisements on the screen of your smart refrigerator? And why Apple executives are growing worried about OpenAI’s hardware plans.
Nvidia in talks for $500mn investment in UK self-driving start-up Wayve (FT)
Google Injects Gemini Into Chrome as A...
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