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
August 9, 2025 • 38 mins
I spoke with the great Paul Kedrosky to discuss the significant impact of AI capital expenditure (CapEx) on the economy, exploring how it contributes to GDP growth and the implications of this spending. Qw delve into the rapid growth of AI-related investments, the short lifespan of data centers, and the potential risks associated with this economic phenomenon.
00:00 The Impact of AI Capital Expenditure on the Economy
09:34 The Dy...
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August 8, 2025 • 18 mins
Tracking the fallout and implications from GPT-5’s rollout yesterday. Why is Google’s AI chatbot filled with self-loathing and recrimination? Are President Trump’s comments just the latest worry for the CEO of Intel? Are those AI coding companies actually making any money? And, of course, the Weekend Longreads Suggestions.
Links:
GPT-5: Key characteristics, pricing and model card (Simon Willison)
GPT-5 Hands-On: Welcome t...
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August 7, 2025 • 19 mins
All the news around the big unveiling of GPT-5. President Trump calls on the CEO of Intel to “resign immediately.” Also, the threat of 100% tariffs on chips and semiconductors. But Apple gets a pass because they’re committing to building more in the US.
Links:
GPT-5 is being released to all ChatGPT users (The Verge)
OpenAI Unveils GPT-5, Its Latest and Most Powerful Model, After Two-Year Wait (WSJ)
OpenAI’s GPT-5 is h...
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August 6, 2025 • 18 mins
Disney is making big streaming moves with the new ESPN app and a revamp to Hulu. Then, it’s all basically AI announces. OpenAI’s new open-weight models. Grok’s new spiciness is already generating nudity. A new AI model to identify malicious software autonomously. And Nvidia wants you to know: no back-doors!
Links:
ESPN flagship streaming service to launch Aug. 21 (CNBC)
Hulu App to Be Phased Out as Disney Is ‘Fully Integr...
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August 5, 2025 • 18 mins
TSMC has fired employees for allegedly attempting to pilfer information on their 2nm tech. Figma could have raised more money in its IPO but chose not to. Creating entire video game worlds with just a text prompt. And exactly how big Patreon has grown in the creator economy.
00:32 TSMC Spygate
02:50 Cloudflare V. Perplexity
04:52 Figma Followup
07:35 Music AI
09:53 New Google Models
14:58 Patreon Numbers
Links:
TSMC say...
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August 4, 2025 • 18 mins
Robotaxies are coming to Europe. Apple wants Answers. Literally. The AI researcher who turned down a billion and a half dollars. How the vibe seems to have definitively shifted in Silicon Valley. And will rollable laptop screens become mainstream?
00:33 Robotaxis In Europe
02:12 Apple Wants Answers
03:57 Lina Khan
05:54 Billion Dollar Turn-Down
07:54 AI Trading Bots
10:25 The Silicon Valley Boom Is Back
14:23 A Rollable Lapt...
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August 1, 2025 • 22 mins
Well, it looks like Tech IPO’s might be back on the menu because Figma’s first day pop was like the good old days. Anthropic seems to be getting traction, OpenAI raises again. Earnings from Apple and Amazon, and of course, the Weekend Longreads Suggestions.
Chapters:
00:33 Figma IPO
04:57 Anthropic And Open AI Numbers
08:45 New Deep Think Model
11:08 Tech Earnings Omnibus
14:35 Longreads
Links:
Figma more than triples ...
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July 31, 2025 • 21 mins
Microsoft and Meta earnings suggest AI is paying off so far, at least for the big guys. Has OpenAI’s revenues tripled so far in 2025? Devs are using AI more than ever, but that doesn’t mean they trust it. And at the end of the show, as promised, the huge podcast announcement.
Links:
Microsoft officially tops $4 trillion in market cap, joining Nvidia in exclusive club (CNBC)
Investors Cheer an A.I. Spending Bonanza (NYTime...
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July 30, 2025 • 20 mins
Age verification for web users is sweeping the globe. ChatGPT debuts a study mode for students. What, exactly is Zuckerberg trying to achieve by hiring everyone in AI? Maybe Cohere is the real dark horse in the AI model race. And what if the real money in AI video is in training robots?
Links:
YouTube rolls out age-estimation tech to identify US teens and apply additional protections (TechCrunch)
ChatGPT’s Study Mode Is H...
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July 29, 2025 • 16 mins
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)
Microsoft revolutionizes Edge as an ...
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July 28, 2025 • 17 mins
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 China (FT)
Meta names Shengjia Z...
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July 25, 2025 • 17 mins
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-coding app called Opal (TechCrunc...
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July 24, 2025 • 16 mins
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 with ‘ideological bias’ from gove...
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July 23, 2025 • 17 mins
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)
Apple Launches $20-a-Month AppleCar...
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July 22, 2025 • 16 mins
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 nonetheless.
Links:
OpenAI and Google...
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July 21, 2025 • 18 mins
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 Microsoft SharePoint as Firm Works to P...
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July 19, 2025 • 42 mins
To find out more about Leap Labs go to Leap-Labs.com
The white paper is here.
Blog is here (with case studies).
To get in touch with them: hello@leap-labs.com
Learn more about your ad choices. Visit megaphone.fm/adchoices
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July 18, 2025 • 19 mins
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 announcement LIVE — all the big n...
Mark as Played
July 17, 2025 • 20 mins
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)
US House agrees to consider cryp...
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July 16, 2025 • 17 mins
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 First H20 China Licenses (Bloomb...
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