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
May 1, 2026 • 21 mins
Apple beat Q2 estimates and forecast strong Q3 growth as the MacBook Neo and Mac Mini sell out. The Senate unanimously banned prediction market trading for senators, Intel closed its best month ever at +114%, and Musk admitted xAI "partly" distilled OpenAI models.
Apple forecasts Q3 revenue above estimates, with sales expected to rise between 14% and 17%, and says memory expenses will climb "significantly higher" in Q3 (Bloomb...
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April 30, 2026 • 21 mins
Big Tech earnings landed — Alphabet soared on cloud growth while Meta dropped 10% after hiking capex to $145B. SoftBank plans an AI/robotics IPO called Roze, Anthropic weighs a $900B+ round, and Musk called himself a "fool" for backing OpenAI.
Microsoft says Q3 Intelligent Cloud revenue was $34.68B, vs. $34.27B est., with Azure and other cloud services up 40% YoY; Microsoft 365 Copilot has 20M+ seats (CNBC)
Meta raises ful...
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April 29, 2026 • 21 mins
The EU escalated its DSA probe against Meta over child safety failures on Instagram and Facebook. OpenAI has effectively abandoned its Stargate JV, China suspended new robotaxi licenses after a Baidu outage, and the Musk v. Altman trial kicked off with opening arguments.
The European Commission issues preliminary DSA findings against Meta, saying Instagram and Facebook fail to prevent under-13 users from accessing the services...
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April 28, 2026 • 15 mins
The Musk v. Altman trial seated a jury in California, with opening arguments set for today. Microsoft and OpenAI amended their partnership, removing the AGI clause. OpenAI missed internal user and revenue targets, Google launches Ask YouTube, and March saw 45,800 tech layoffs.
A US judge seated a nine-person jury in the Musk v. Altman trial at a federal courthouse in California; Sam Altman and Greg Brockman were in attendance ...
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April 27, 2026 • 21 mins
China blocked Meta's $2B Manus acquisition and ordered both sides to unwind the deal, closing the "Singapore washing" loophole for Chinese AI startups. OpenAI is developing smartphone chips with Qualcomm and MediaTek, Google controls ~25% of global AI compute, and SaaS pricing shifts to usage-based.
China blocks Meta's $2B Manus acquisition, after reviewing whether it violated investment rules, and tells both to cancel it; Man...
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April 24, 2026 • 23 mins
DeepSeek dropped V4 Pro and V4 Flash, undercutting US labs on price by roughly 5x. OpenAI fired back with GPT-5.5, reclaiming benchmark crowns from Claude. Meta confirms 8,000 layoffs on May 20, and Google plans to invest up to $40B in Anthropic.
DeepSeek releases its new flagship models V4 Pro and V4 Flash in preview, saying V4 Pro trails the performance of state-of-the-art models by about 3 to 6 months (Bloomberg)
Simon ...
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April 23, 2026 • 22 mins
Microsoft considered buying Cursor but didn't pull the trigger before SpaceX's deal. Microsoft launches its first-ever voluntary retirement program, Anthropic's secondary market valuation hits $1T on Forge Global, and SpaceX's S-1 reveals plans to manufacture its own GPUs.
Sources: Microsoft considered buying Cursor in recent weeks but didn't make an offer; Microsoft has been working to boost GitHub Copilot's popularity (CNBC)...
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April 22, 2026 • 20 mins
SpaceX struck a deal giving it the option to acquire Cursor for $60B or pay $10B, as xAI scrambles to catch up in AI coding. Google unveiled new TPUs and an agent platform, OpenAI shipped ChatGPT Images 2.0, and Mythos got accessed by unauthorized users.
SpaceX says it's working with Cursor to build "the world's most useful models" and it has the right to acquire Cursor for $60B or pay $10B for the partnership (NYT)
Google...
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April 21, 2026 • 21 mins
Apple named John Ternus as its next CEO, with Tim Cook stepping up to executive chairman on September 1. Amazon agrees to invest up to $25B more in Anthropic, Bezos' Project Prometheus nears a $10B raise, and SpaceX's IPO prospectus reveals Musk's power moves.
John Ternus, senior VP of Hardware Engineering, will become Apple's next CEO on September 1; Tim Cook will become executive chairman of Apple's board (CNBC)
Amazon a...
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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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