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
April 20, 2026 • 21 mins
Vercel confirmed a breach traced to an AI platform's compromised OAuth app. The NSA is using Anthropic's Mythos despite the Pentagon blacklist. Mac Minis face 12-week wait times from AI agent demand, and humanoid robots crushed the Beijing half-marathon.
Vercel says its internal systems were accessed after a Vercel employee's Google Workspace account was compromised via a breach at the AI platform Context.ai (BleepingComputer)...
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April 17, 2026 • 22 mins
Netflix beat on revenue and income but dropped 10%+ on weak Q2 guidance as Reed Hastings exits the board. Anthropic launches Claude Design, OpenAI overhauls Codex Desktop with computer control, and DeepSeek seeks its first outside funding at $10B+.
Netflix reports Q1 revenue up 16% YoY to $12.25B, vs. $12.2B est., net income up 83% YoY to $5.28B, and forecasts Q2 EPS and revenue below est.; NFLX drops 10%+ (Bloomberg)
Anth...
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April 16, 2026 • 20 mins
Anthropic drops Claude Opus 4.7 for coding and rolls out government ID verification for some users. TSMC beats earnings, raises forecasts on strong AI demand. X launches Cashtags, and Google's SpaceX stake could hit $100 billion at IPO.
Anthropic releases Claude Opus 4.7, a "notable improvement" in advanced software engineering with a new "xhigh" effort level (Anthropic)
TSMC CEO C.C. Wei says AI demand still strong amid I...
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April 15, 2026 • 20 mins
Snap is cutting 16% of its workforce—about 1,000 people—as Spiegel blames AI for making everyone more efficient (read: expendable). Allbirds, the shoe company that sold for $39M, is pivoting its shell to become an AI compute provider called NewBird AI. OpenAI drops a cybersecurity-specific model, Google launches a desktop search app and Chrome AI Skills, and law firms say AI-generated client docs are actually creating MORE work, no...
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April 14, 2026 • 20 mins
Amazon's dropping $10.8 billion on Globalstar to beef up its Leo satellite network and challenge Starlink — and Apple's along for the ride. Plus, federal charges for the Sam Altman attacker, OpenAI acqui-hires a fintech startup, Google declares war on back button hijacking, data labeling startups are printing money, and Missouri voters revolt over a data center.
Amazon agrees to acquire satellite operator Globalstar for $10.8B...
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April 13, 2026 • 19 mins
Sam Altman's home has been targeted twice in three days, first a Molotov cocktail, then a shooting from a passing car. Apple is testing four designs for AI smart glasses. OpenAI is touting its Amazon partnership while publicly distancing from Microsoft. GPU prices are surging as an agentic AI compute crunch threatens the whole industry. And Mark Zuckerberg is still keen on photorealistic Metaverse avatars.
Sam Altman's home ta...
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April 10, 2026 • 22 mins
The US government is taking the Anthropic warning seriously. Google is showing prediction markets alongside various search results. Europeans ARE beginning to decouple from US tech. Kicking the tires on SpaceX’s actual business. And, of course, the Weekend Longreads Suggestions.
Anthropic Model Scare Sparks Urgent Bessent, Powell Warning to Bank CEOs (Bloomberg)
Google rolls out Gmail end-to-end encryption on mobile device...
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April 9, 2026 • 21 mins
Meta releases its first model in the great AI horserace catchup race. OpenAI is expecting to make as much money from ads as the biggest social media companies. Meta doesn’t want you to see ads encouraging you to join lawsuits against them. And Amazon’s big Starlink competitor is coming as soon as this summer.
Meta releases first AI model since Zuckerberg’s spending spree (FT)
AI Horserace Thread (@emollick)
Anthropic C...
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April 8, 2026 • 20 mins
I’ve got another potential tipping point day for you. Anthropic is making yet more shockwaves across the industry by NOT releasing a model. Why? Because it could potentially break everything software related. Does that matter if the Chinese AI companies will just release everything open source? And Elon says he personally doesn’t want a dime from Sam Altman.
Anthropic says its most powerful AI cyber model is too dangerous to r...
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April 7, 2026 • 23 mins
Anthropic’s new deal with Google and Broadcom (and some newly released numbers) might be the tipping point in a couple of AI Horse Races. The gold rush/landgrab in the world model space. The dubious goldrush for SEO in the AI era. And an urgent wakeup call in the quantum computing will break cryptography space.
Anthropic Tops $30 Billion Run Rate, Seals Deal With Broadcom (Bloomberg)
Jeff Bezos’s new lab hires xAI co-found...
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April 6, 2026 • 22 mins
There might be... and I know this is going to shock you... some drama going on over at OpenAI. Why is Anthropic cutting off Claude access to OpenClaw? Why are VCs covering the rent for founders who drop out of college? And maybe that two person unicorn I shared with you in the longreads is not what it was cracked up to be.
OpenAI CEO and CFO Diverge on IPO Timing (The Information)
Anthropic essentially bans OpenClaw from C...
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April 3, 2026 • 53 mins
This episode explores the fascinating journey of Demis Hesabis and the development of AI through the lens of Sebastian Malaby's book, The Infinity Machine. We delve into the minds of AI pioneers, their motivations, and the race to achieve superintelligence, offering insights into the future of technology and humanity.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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April 2, 2026 • 23 mins
SpaceX is officially kicking off the year of the biggest IPOs ever. More job cuts and more signs AI is the cause, in one way or another. Microsoft makes its first public moves to divorce itself from OpenAI when it comes to AI models. And a billion-dollar company with only two employees? You guessed it: AI is why.
SpaceX Has Filed Confidentially for IPO Ahead of AI Rivals (Bloomberg)
Larry Ellison’s Oracle cuts thousands of...
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April 1, 2026 • 19 mins
OpenAI closes a monster round, but does Anthropic continue to steal their thunder? Is that Anthropic code leak from yesterday a bigger deal for them than I thought it was? What can happen when all the self-driving cars shut down at once. And you are finally able to change that embarrassing Gmail account you’ve been living with.
OpenAI closes record-breaking $122 billion funding round as anticipation builds for IPO (CNBC)
O...
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March 31, 2026 • 19 mins
Is the Iran war coming for US tech companies specifically? Meta unveils new smartglasses. A leak gives us a look at how Claude Code works. SpaceX is losing contact with satellites for reasons we don’t know yet. And Whoop is the big wearable player I guess we don’t talk about enough.
Iran says it will target US tech companies in Middle East (The Hill)
Iran’s hackers go to war (FT)
The latest Ray-Ban Meta smart glasses a...
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March 30, 2026 • 20 mins
With everyone suddenly chasing Anthropic, are we getting strong signals AI is about to get more expensive? The dream of pairing AI models against each other and asking them to fight. We really are getting datacenters in space startups, aren’t we? And Project Hail Mary is Amazon’s biggest movie win ever.
The Sudden Fall of OpenAI’s Most Hyped Product Since ChatGPT (WSJ)
Andrew Curran X Post
Claude is limiting usage more ...
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March 27, 2026 • 21 mins
Is Anthropic about to release an AI model that will be a true step change? Is Apple about to open Siri up to everyone, not just ChatGPT? Is OpenAI already making serious bank from Ads? Is Elon trying to open the SpaceX IPO to normies? And of course, the Weekend Longreads Suggestions.
Anthropic wins preliminary injunction in DOD fight as judge cites ‘First Amendment retaliation’ (CNBC)
Exclusive: Anthropic acknowledges test...
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March 26, 2026 • 20 mins
The big ruling from that big social media trial is in and it could have big implications for big tech going forward. Wikipedia bans the use of AI for creating Wikipedia entries. GitHub is about to train AI on what you do on GitHub. And the idea of lossless compression might sound like a Silicon Valley joke, but it could be a big deal.
Jury in Los Angeles finds Meta, YouTube negligent in social media addiction trial (CNBC)
...
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March 25, 2026 • 21 mins
OpenAI is abandoning Sora to do the big refocus they’ve been signaling. Meta is starting to rack up the losses in court. Is China going to block the Manus acquisition by Meta from going through? They’re not even letting the founders leave the country. And interesting raises from vertical AI startups.
OpenAI Scraps Sora Video Platform Months After Launch (WSJ)
Meta must pay $375 million for violating New Mexico law in child...
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March 24, 2026 • 20 mins
Buying an internet router made outside the US is now verboten. Claude can now basically fully use your computer for you. More layoffs and surprising production cuts in the gaming industry. And the two big prediction markets try to close the barn door when it comes to insider trading.
US regulator bans imports of new foreign-made routers, citing security concerns (Reuters)
Anthropic's Claude Can Now Control Your Computer (C...
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