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
December 9, 2025 • 20 mins
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)
China set to limit access to N...
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December 8, 2025 • 22 mins
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 Antitrust ‘Problem’ (Bloomberg)
...
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December 5, 2025 • 22 mins
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 Copyrighted Work (NYTimes)
X h...
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December 4, 2025 • 21 mins
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 Metaverse Efforts (Bloomberg)
...
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December 3, 2025 • 21 mins
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 New Frontier AI Models—a...
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December 2, 2025 • 21 mins
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 Information)
Apple AI Chie...
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December 1, 2025 • 22 mins
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 Swing at the King (SemiAn...
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November 28, 2025 • 51 mins
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.
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November 27, 2025 • 55 mins
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 Martha Stewart Living Omnimedia whe...
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November 26, 2025 • 22 mins
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 U.S. Return (CoinDesk)
...
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November 25, 2025 • 19 mins
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 research tool is fast, fun, and...
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November 24, 2025 • 19 mins
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 Lost Touch With Reality (...
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November 21, 2025 • 31 mins
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 Memo Forecasts ‘Rough Vibe...
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November 20, 2025 • 22 mins
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 Banana Pro’ image gen, edit...
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November 19, 2025 • 21 mins
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 Valued at $2.45 Billion (W...
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November 18, 2025 • 21 mins
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 the fight to ChatGPT with th...
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November 17, 2025 • 21 mins
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 Overhaul Will Reduce Its Reli...
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November 15, 2025 • 47 mins
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.
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November 14, 2025 • 20 mins
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 (TechCrunch)
Amazon and Microsoft ...
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November 13, 2025 • 21 mins
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)
The Steam Frame is a sur...
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