Tech Brew Ride Home
Episodes
AI One-Upsmanship
22 May 2026
Contributed by Lukas
Quantum computing stocks surged after the US announced $2B in grants with equity stakes. Spotify jumped 13% on 2030 guidance targeting $100B in revenu...
SpaceX IPO Deets
21 May 2026
Contributed by Lukas
SpaceX filed publicly for its IPO on Nasdaq, revealing $18.7B in 2025 revenue, billions in losses, and Musk's 85.1% voting control. Anthropic pays Spa...
Google I/O
20 May 2026
Contributed by Lukas
Google dominated I/O with Gemini 3.5 Flash, its fastest agentic model yet, plus Gemini Spark as a 24/7 personal agent. It also launched Gemini Omni fo...
Elon Loses
19 May 2026
Contributed by Lukas
The Musk v. Altman jury unanimously rejected Musk's claims on statute of limitations grounds. Andrej Karpathy joined Anthropic's pre-training team. Po...
OpenAI Takes Out Another Niche
18 May 2026
Contributed by Lukas
OpenAI debuted personal finance tools via Plaid for Pro users. AI startups generate ~$80B in annualized revenue, with Anthropic and OpenAI capturing 8...
Musk V. Altman Closing Arguments
15 May 2026
Contributed by Lukas
Musk v. Altman went to closing arguments, with Musk's lawyer hammering Altman's credibility while OpenAI says Musk has no evidence. Google tests cutti...
The Biggest Tech IPO Since Uber
14 May 2026
Contributed by Lukas
OpenAI is weighing legal action against Apple over a Siri integration it says fell far short. Cerebras opened at $350 in the largest US tech IPO since...
Googlebooks
13 May 2026
Contributed by Lukas
Google unveiled Googlebook, merging ChromeOS and Android into a unified laptop OS shipping this fall. WhatsApp launches Incognito Chat for private AI ...
Hackers Get Paid
12 May 2026
Contributed by Lukas
Instructure cut a deal with ShinyHunters to return stolen Canvas data, without disclosing the terms. eBay rejected GameStop's $56B bid as "neither cre...
The AI Sec-Pocalypse Is Actually Nigh?
11 May 2026
Contributed by Lukas
Google reported the first known case of hackers using AI to discover and weaponize a zero-day vulnerability. OpenAI launched a $4B+ deployment company...
Chickens, Roosting
08 May 2026
Contributed by Lukas
Nintendo raised the Switch 2 price to $500 amid a global memory shortage. ShinyHunters forced Canvas offline during finals season. Researchers found 5...
XAI Is Just A Neocloud Now?
07 May 2026
Contributed by Lukas
Dario Amodei revealed Anthropic could grow 80x in 2026, and the company signed a deal with SpaceX for 300MW of compute from Colossus 1. Musk dissolved...
Even 175-year-old Companies Can Join The AI Boom
06 May 2026
Contributed by Lukas
Corning and Nvidia partnered to open three optical manufacturing plants in the US, with Nvidia investing up to $2.7B. Morgan Stanley launched crypto t...
Will AI Models Have To Be Reviews By The Government?
05 May 2026
Contributed by Lukas
The Trump administration discussed an EO to form an AI oversight working group, a stark reversal from its hands-off approach. Apple explored using Int...
Welcome Back To The Arena, GameStop
04 May 2026
Contributed by Lukas
GameStop made an unsolicited ~$56B bid for eBay as Ryan Cohen eyes a commerce empire. Anthropic finalizes a $1.5B JV with Blackstone and Goldman Sachs...
My LLM Cutoff Is 1930
01 May 2026
Contributed by Lukas
Apple beat Q2 estimates and forecast strong Q3 growth as the MacBook Neo and Mac Mini sell out. The Senate unanimously banned prediction market tradin...
Earnings Overload
30 Apr 2026
Contributed by Lukas
Big Tech earnings landed — Alphabet soared on cloud growth while Meta dropped 10% after hiking capex to $145B. SoftBank plans an AI/robotics IPO cal...
Elon V. Sam Day 2
29 Apr 2026
Contributed by Lukas
The EU escalated its DSA probe against Meta over child safety failures on Instagram and Facebook. OpenAI has effectively abandoned its Stargate JV, Ch...
Musk V. Altman
28 Apr 2026
Contributed by Lukas
The Musk v. Altman trial seated a jury in California, with opening arguments set for today. Microsoft and OpenAI amended their partnership, removing t...
Meta Needs To Rethink Manus
27 Apr 2026
Contributed by Lukas
China blocked Meta's $2B Manus acquisition and ordered both sides to unwind the deal, closing the "Singapore washing" loophole for Chinese AI startups...
All The Headlines, All The Model Drops...
24 Apr 2026
Contributed by Lukas
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 Cl...
Another DeepSeek Moment On The Horizon?
23 Apr 2026
Contributed by Lukas
Microsoft considered buying Cursor but didn't pull the trigger before SpaceX's deal. Microsoft launches its first-ever voluntary retirement program, A...
Elon Buys Cursor?
22 Apr 2026
Contributed by Lukas
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 ...
Tim Cook Rides Into The Sunset
21 Apr 2026
Contributed by Lukas
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 An...
Robots Winning The (Literal) Race
20 Apr 2026
Contributed by Lukas
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 Mi...
Reed Hastings Rides Into The Sunset
17 Apr 2026
Contributed by Lukas
Netflix beat on revenue and income but dropped 10%+ on weak Q2 guidance as Reed Hastings exits the board. Anthropic launches Claude Design, OpenAI ove...
Claude Opus 4.7
16 Apr 2026
Contributed by Lukas
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...
Our Shoe Company Is Now An AI Company
15 Apr 2026
Contributed by Lukas
Snap is cutting 16% of its workforce—about 1,000 people—as Spiegel blames AI for making everyone more efficient (read: expendable). Allbirds, the ...
Space Race Acquisition
14 Apr 2026
Contributed by Lukas
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, fe...
Sam Altman Attacked
13 Apr 2026
Contributed by Lukas
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 f...
Taking The Threat Seriously
10 Apr 2026
Contributed by Lukas
The US government is taking the Anthropic warning seriously. Google is showing prediction markets alongside various search results. Europeans ARE begi...
Meta’s Refreshed AI Play
09 Apr 2026
Contributed by Lukas
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 c...
Anthropic DOESN’T Release A Model
08 Apr 2026
Contributed by Lukas
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? Bec...
Tipping Point In The AI Horse Race?
07 Apr 2026
Contributed by Lukas
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 r...
Ain’t No Drama Like AI Drama
06 Apr 2026
Contributed by Lukas
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?...
The Biography Of Demis Hassabis
03 Apr 2026
Contributed by Lukas
This episode explores the fascinating journey of Demis Hesabis and the development of AI through the lens of Sebastian Malaby's book, The Infinity Mac...
SpaceX Is Ready For IPO Liftoff
02 Apr 2026
Contributed by Lukas
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 mak...
Anthropic’s Laundry Has Been Aired
01 Apr 2026
Contributed by Lukas
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 t...
Will Iran Target Tech?
31 Mar 2026
Contributed by Lukas
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 l...
Is AI About To Get More Expensive
30 Mar 2026
Contributed by Lukas
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...
AI Step-Change Alert!
27 Mar 2026
Contributed by Lukas
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 alr...
Social Media’s “Big Tobacco” Moment?
26 Mar 2026
Contributed by Lukas
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 ...
Sora Sinks
25 Mar 2026
Contributed by Lukas
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...
Your Router Is Likely Banned
24 Mar 2026
Contributed by Lukas
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 p...
Zuck’s Personal AI Agent
23 Mar 2026
Contributed by Lukas
Mark Zuckerberg has spun up his own AI bot to do his job for him. Or help him do his job quicker, I guess. OpenAI hires an ad guru from Meta. Elon los...
AI Superapps
20 Mar 2026
Contributed by Lukas
OpenAI is becoming a superapp. Does Amazon really want to try its hand at a smartphone again? Google is making further steps to obviate classic Google...
The AI Race Is Now A Land Grab For Dev And Design Work
19 Mar 2026
Contributed by Lukas
In three parts I’ll make the case that in Q1 of this year, the AI race has become basically a land grab for design and development tasks. MLB fully ...
Crypto Gets Its Rulebook
18 Mar 2026
Contributed by Lukas
At long last, the government has issued guidance to crypto on what is or is not allowed. The blowup from gamers has caused Jensen to push back. A tale...
Westworld For Real
17 Mar 2026
Contributed by Lukas
All the headlines from Nvidia’s big event yesterday. Can Apple make fetch happen with foldable phones cause nobody else seems to be able to. One hou...
The Mother Of All Meta Layoffs?
16 Mar 2026
Contributed by Lukas
Is Meta about to do the mother of all layoffs? New AirPods Max 2. Why OpenAI delayed its sexytime chat… the calls to do so were coming from inside t...
Is Avocado… Toast?
13 Mar 2026
Contributed by Lukas
Meta’s big new AI model is delayed because they still can’t get to state of the art. The social media addiction trial is winding down. All the vid...
AI Makes Google Maps Sound Much Better
12 Mar 2026
Contributed by Lukas
More AI inspired job cuts. I gotta say, adding AI to Google Maps makes it sound like it might work much, much better. A new entrant into the AI health...
The New King Of All Media
11 Mar 2026
Contributed by Lukas
Sources say the US government is investigating Binance around Iranian sanction evasion. Meta is helping authorities worldwide crack down on scammers. ...
Meta Plumps For Bot Social Networks
10 Mar 2026
Contributed by Lukas
Meta moves for the social network for AI bots. Code Review for Claude Code seems to be like another revolution for the software development industry. ...
Claude 365
09 Mar 2026
Contributed by Lukas
Anthropic is fighting the government in court. Microsoft is turning to Anthropic to get agentic in all its productivity products. A big new hyperscale...
Silicon Valley Circling The Wagons Around Anthropic?
06 Mar 2026
Contributed by Lukas
Dario might need some message discipline as Anthropic is officially designated a risk by the US government. GPT-5.4 is here. Oracle is considering lay...
Dr. ChatGPT Isn’t Quite There Yet
05 Mar 2026
Contributed by Lukas
Is the long war between Google and Epic Games finally over? OpenAI wants you to know its revenue numbers are also stellar. Maybe ChatGPT isn’t so gr...
The MacBook Neo
04 Mar 2026
Contributed by Lukas
Apple unveils its Chromebook sort of competitor, the MacBook Neo. Anthropic might be the fastest growing startup in history. Polymarket will no longer...
Anyone Want To Give Me A Betting Market Tip?
03 Mar 2026
Contributed by Lukas
Apple continues its week of product refreshes, now with MacBooks, now with new M5 Pro and M5 Max chips. People continue to get rich frontrunning news ...
The Week Of Apple Updates (Corrected)
02 Mar 2026
Contributed by Lukas
Apparently, it’s going to be a week of Apple updates and it kicks off with the iPhone 17e and an M4 iPad Air. AWS service is struggling in the Middl...
The Friday Of All The Headlines
27 Feb 2026
Contributed by Lukas
I’ve got everything for you today. OpenAI closed its round. Anthropic draws a line with the Pentagon and Sam Altman supports it. A huge AI inspired ...
An AI Has A Substack
26 Feb 2026
Contributed by Lukas
Nano Banana 2 is here already. Nvidia tries to assure everybody there IS no bubble. Marc Benioff tries to assure everybody there IS not SaaS-pocalypse...
Galaxy Unpacked
25 Feb 2026
Contributed by Lukas
The new Galaxy S26 lineup is here. Remote control for Claude is here. But is Anthropic about to wash its hands when it comes to working with the Penta...
The AI Essays Are Moving Markets
24 Feb 2026
Contributed by Lukas
That AI essay I shared with you yesterday sure got Wall Street’s attention. Anthropic says Chinese models are training off of Claude. A significant ...
Sam Says Some Things
23 Feb 2026
Contributed by Lukas
Sam Altman has a lot of stuff to say about AI and let’s just say comms needs to have a quiet word with him. SaaS may or may not be dead, but is the ...
When AI Breaks Things
20 Feb 2026
Contributed by Lukas
When your AI bot breaks your operations, even when you’re AWS. More on OpenAI’s hardware plans. Hey, remember Perplexity? What’s up with them? I...
A Canticle For Leibowitz
19 Feb 2026
Contributed by Lukas
Gemini is getting with the increased cadence of AI releases. Honestly, can we even keep up at this point? A dispatch from the social media trial as Zu...
New Pixel
18 Feb 2026
Contributed by Lukas
New pixel phone. A bunch of new AI models including Gemini’s entry into the music AI space. Everybody is trying to make AI fetch happen in India. An...
AI Gettin' SaaS-y
17 Feb 2026
Contributed by Lukas
The big regulatory guns are out for Grok. Memory chip shortage now hit the Steam Deck. Manus is already coming to your favorite messaging app. Turns o...
OpenAI Grabs OpenClaw’s Creator
16 Feb 2026
Contributed by Lukas
OpenClaw’s creator is joining OpenAI, but the OpenClaw project lives on. The AI-caused memory shortage might delay the next Playstation. Is the Pent...
How To AI With WSJ's Chris Mims
14 Feb 2026
Contributed by Lukas
Buy Chris' book: How To AI Learn more about your ad choices. Visit megaphone.fm/adchoices
Anthropic Makes Its Move
13 Feb 2026
Contributed by Lukas
Anthropic raises the second largest financing round of all time. Other AI players are beginning to show hockey stick revenue growth. Meta wants to add...
Pour Moi, C'est Le Déluge
12 Feb 2026
Contributed by Lukas
Aaannddd…. Right on time here come the Chinese AI models. Elon Musk kicks off a major reorg of xAI. Google is warning of AI distillation attacks. Ne...
The “Covid Moment” For AI?
11 Feb 2026
Contributed by Lukas
Forget the ChatGPT moment, is this the “Covid Moment” for AI, the moment when everything has changed its just that not everyone knows it yet? More...
The “Covid Moment” For AI?
11 Feb 2026
Contributed by Lukas
Forget the ChatGPT moment, is this the “Covid Moment” for AI, the moment when everything has changed its just that not everyone knows it yet? More...
AI: Better, Faster, Stronger… Or Just Working Harder?
10 Feb 2026
Contributed by Lukas
So, have you hit the ads in ChatGPT yet, cause they’re there. Spotify comes out of nowhere with killer good earnings. The coming tidal wave of Chine...
The AI Superbowl
09 Feb 2026
Contributed by Lukas
Sam Altman assures staff that OpenAI has a good week, but is Anthropic definitively growing faster at this point? Is the CapEx spend about to eat ALL ...
Piracy Is Back!
06 Feb 2026
Contributed by Lukas
Claude Opus 4.6 arrives to crown Anthropic’s very good week, at least, for them it was good. You thought tech was spending big to build out for AI, ...
Is Software Eating The World Being Eaten By AI?
05 Feb 2026
Contributed by Lukas
Alphabet earnings. Claude goes to the Superbowl. Why AI brand loyalty isn’t even remotely a thing yet. And is the whole Marc Andreessen theory of so...
(BNS) Ring Founder Jamie Siminoff
04 Feb 2026
Contributed by Lukas
Check out Jaime's book: Ding Dong: How Ring Went From Shark Tank Reject To Everyone's Front Door Learn more about your ad choices. Visit megaphone.fm...
SpaceX Acquires xAI
03 Feb 2026
Contributed by Lukas
As SpaceX acquires xAI, all of Elon’s companies under one umbrella is pretty much an inevitability isn’t it? What is with this weird game of chick...
Is Jensen Worried About OpenAI?
02 Feb 2026
Contributed by Lukas
Is Nvidia going through with their massive OpenAI investment or not? Does Apple have what it takes to win in the AI era or not? Is Elon the only one w...
Elon Might Just Merge All His Companies Into One
30 Jan 2026
Contributed by Lukas
Apple does a big acquisition. OpenAI is racing to IPO. Elon might just merge all his companies into one. Google’s Project Genie is the latest thing ...
Clawdbot Is Now Moltbot
29 Jan 2026
Contributed by Lukas
Meta earnings good. The street like the AI spending. Microsoft earnings bad. Why is growth in their cloud business not as robust all of the sudden? El...
The Amazon Layoffs
28 Jan 2026
Contributed by Lukas
The Amazon layoffs showed up on schedule. Is Tether behind the rise in the price of gold? A new type of privacy screen tech from Samsung. Elon wants t...
Is TikTok’s Algo Changing?
27 Jan 2026
Contributed by Lukas
I think we have to gird ourselves for a slew of Chinese AI releases in the coming weeks. Are AI inspired layoffs poised to sweep the tech industry? Me...
Now We Have The Clawdbot
26 Jan 2026
Contributed by Lukas
Did you even notice that new TikTok privacy policy over the weekend? AirTags finally have a second generation. Microsoft confirms it will give out you...
MAYBE TikTok Is A Done Deal (This Time?)
23 Jan 2026
Contributed by Lukas
Ok, ok, maybe the whole TikTok thing is a done deal at long last? Amazon is planning another major round of layoffs. Are Epic Games and Google doing a...
Apple’s Wearable AI Pin
22 Jan 2026
Contributed by Lukas
Apple is developing their own AI wearable, the size of an AirTag. Anthropic overhauls Claude’s constitution. South Korea is the latest place to ride...
Elon Says: IPO NOW!
21 Jan 2026
Contributed by Lukas
Anthropic continues to project strength in the AI race. How OpenAI is rolling out ads on ChatGPT. Netflix wants to become TikTok faster than TikTok ca...
The “Assistant Axis”
20 Jan 2026
Contributed by Lukas
Netflix ups its bid with all cash. Sony is spinning off its legendary TV business with TCL. One of the biggest seed rounds I’ve ever heard of. Reels...
Ads Come To ChatGPT
19 Jan 2026
Contributed by Lukas
Ads are finally coming to ChatGPT. Why everyone online can’t stop talking about going on Claude benders. Elon’s case against OpenAI moves forward ...
I’m Calling It: The Metaverse Is Over
16 Jan 2026
Contributed by Lukas
More fallout from the Thinking Machines stuff. I’m officially calling it: I think the Metaverse is over, at least at Meta. Cloudflare continues to m...
Ain’t No Drama Like AI Industry Drama
15 Jan 2026
Contributed by Lukas
Apparently their ain’t no drama like AI industry drama, proven once again by some high-profile defections from Thinking Machine Labs. Grok says it’...
NOT Alright, Alright, Alright
14 Jan 2026
Contributed by Lukas
Nvidia can officially sell its chips in China, but not if China doesn’t let anyone buy them. Tesla will stop selling FSD beginning next month. Matth...
Microsoft Pledges To Pay Its Own Way
13 Jan 2026
Contributed by Lukas
Microsoft tries to calm data center buildout backlash. Layoffs come to the Metaverse. Apple has a new creator subscription package. More implications ...
Siri Goes With Gemini
12 Jan 2026
Contributed by Lukas
Apple announces that its going with Google’s Gemini to power Siri later this year, and Google joins the $4T club on the news. Governments around the...
Grok Still Groking
09 Jan 2026
Contributed by Lukas
Grok dials back the AI image generation thing. Kinda. xAI just raised all that money cause it kinda has to. Looks like the next Deep Seek model is inc...
ChatGPT Health
08 Jan 2026
Contributed by Lukas
Grok and X have been letting people create some risqué and in some cases, probably illegal images, and governments around the world are getting pisse...
CES Day 3
07 Jan 2026
Contributed by Lukas
xAI has raised another monster round. Polymarket has yet another controversy around whether a bet should pay out or not. Could the AI datacenter build...