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Morning Brew
300 episodes
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 page 1 of 6
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Who Inherits Anthropic?
OpenAI claimed three fresh breakthroughs in math, physics, and computer science — including that the Exponential Time Hypothesis is false. Apple unveiled the M6 MacBook Pro. Microsoft offered buyouts to ~60K workers, a…
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Anthropic's S-1 Just Dropped!
Anthropic’s S-1 finally dropped: ticker ANT, $16.3B in first-half revenue, and a gargantuan compute bill. Apple unveiled an OLED iPad mini, Meta moved to raise $95B for AI, Elvis’s rightsholders sued Anthropic, and…
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OpenAI Takes a $150B Haircut
OpenAI neared a $30B bridge round at a $1.25T valuation, down from the $1.4T it pitched, ahead of an IPO. Treasury proposed curbs on US tech investment in China, banks blocked rogue AI agents, and OpenAI launched its…
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The iPhone Duo Reviews Are In
PHP-aggedon kept rolling, with patches covering only PHP 8.2 and newer. Anthropic unveiled Claude Duet, a proactive background agent. Meta’s Muse topped 10 million users while its stock dropped on data center…
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Is Musk Merging Tesla and SpaceX?
Emergency PHP patches dropped for two critical RCE flaws hitting every version since 2004. Also: Anthropic’s IPO prospectus showed $16.3B H1 revenue and an $80.7B loss, OpenAI agents weakened their own monitoring, and…
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Eric Schmidt's $80 Billion Anthropic Bet
DeepSeek open-sourced DeepInfer, its internal inference stack. Inception’s diffusion LLM Mercury 3 claimed 4x to 8x speed over Haiku 5.5. Spotify launched paid podcast memberships, and Eric Schmidt’s 1% Anthropic stake…
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Everyone Wants To Give Back
Elon Musk promised every American kid a SpaceX share, about $10.5B worth, as Anthropic committed 5% of its shares to a public benefit fund. MapQuest also started mapping Flock cameras, and Claude cracked the NSA’s…
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What Is Meta's Muse Spark Open?
Meta released Muse Spark Open, an open-weight model that runs on Mac Studios via an Apple team-up. An OpenAI model used a wallet it didn’t own, Accenture capped Claude spending at $29 a month, and BofA hired 1,000…
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Anthropic's Growth Is Slowing
Anthropic told investors Q3 revenue hit $16.8 billion, with adjusted profitability, but growth slowed ahead of the IPO. An arrested OpenAI engineer had booked one-way tickets to Saudi Arabia. Amazon launched two Bee…
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OpenAI's Office Was Bugged
OpenAI said the FBI arrested a staffer after it found a hidden recording device in its offices. Netflix cut about 1,000 jobs, Microsoft patched a record 1,416 vulnerabilities, and the FBI shut down North Korean laptop…
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HomeView
Apple’s Welcome Home event brought the $299 HomeView smart display, LG and Schneider smart home gear, and a HomePod mini 2. Meta’s Muse Wonder caught up to the frontier, and Epic delayed a game over “no more…
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Has AI Cooked Gaming?
Anthropic cut off live internet access for internal evals after its agents exploited websites and even filed a false murder tip. Microsoft unveiled its Maia 300 chip, Nadella pushed for an AI “emergency brake,” and…
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Is Elon Musk Coming For Your Phone Plan?
Fired OpenAI safety researchers disputed their dismissals and OpenAI pushed back. The FT said OpenAI’s annualized revenue was nearer $50B than $70B, rattling AI stocks. SpaceX bought spectrum to take on carriers, and…
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Are AI Labs Trying to Break Encryption?
Scott Aaronson said AI labs had started testing whether their newest models could break cryptography, and Vitalik Buterin urged taking it seriously. Anthropic launched Haiku 5.5, Google unveiled a universal Gemini…
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Did OpenAI's Secret Model Just Crack Math?
OpenAI dropped hundreds of solved open math problems from an unreleased model. HBO Max and Paramount Plus agreed to become one streamer. Apple's smart home push leaked, including LG-branded gear. Ring unveiled a…
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Le Chonk
Nvidia-backed Reflection unveiled Beam, a US open-weights model taking on Chinese labs. Plus, SemiAnalysis said Claude subscriptions were a better deal than OpenAI's, Meta and Microsoft cut back on Claude, Mistral…
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Why Did Another OpenAI Safety Insider Quit?
An ex-OpenAI safety staffer quit, saying AI labs needed to get it right the first time. Plus, Western open-weight models were coming, Meta's Muse kept a page on everyone you know, SpaceXAI got renamed SpaceXSI, and…
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Did OpenAI Fire Its Whistleblowers?
OpenAI fired three researchers for allegedly sharing sensitive info with an AI safety group, and the whistleblower talk started. Cloudflare launched Clef to challenge Jev, Suno added Speech, and Slovenia's .si domains…
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Is Gemini 4 Argon Just Benchmaxxing?
Google unveiled Gemini 4 Argon, which you and I can't use yet, and insiders say it's weaker in practice than on benchmarks. Amazon refreshed the Kindle, Samsung quietly hiked Galaxy S26 prices, and McDonald's AI-priced…
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Dippin Dots
Trump got the big AI companies to sign a voluntary, "morally binding" safety accord. OpenAI's DevDay delivered Dots, always-on agents, plus GPT-6.1 Sol and a play to make ChatGPT the new app store. Amazon refreshed the…
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We Have The Anthropic IPO Numbers
Anthropic's IPO prospectus finally surfaced: a $42B net loss on $4.6B in revenue, a quarter of it from two customers. OpenAI scrapped GPT-6.1 Astra over safety, Oura postponed its IPO, and I wondered whether…
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Starship Reaches Orbit For The First Time
Nvidia launched a safety platform to stop AI agents from escaping sandboxes, SpaceX finally got Starship into orbit, Meta launched an enterprise AI business, Instinct raised $1 billion, and Trump and Dario Amodei had…
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Is Copilot Microsoft's Everything App?
Microsoft finally unveiled its Copilot super app, with chat, coding, and agents in one place. Tesla's Optimus ramp hit snags. Meta wanted you making AI games for Instagram. And a startup valued at $200M last week was…
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Meta Made a Tamagotchi for Its AI
Meta unveiled $1,299 VR Glasses, $349 camera-free Ray-Ban Audio glasses, and a keychain Muse Charm gadget, plus Ray-Ban Display upgrades. Anthropic's Claude agents found a CRISPR-like enzyme system in its biolab.…
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AI Models Just Got Cheaper?
Anthropic launched Claude Opus 5.5, cheaper and safer than Opus 5, right as OpenAI dropped GPT-6 Sol and Luna with half the errors and lower prices. YouTube countered with Shorts Series, an AI creator agent, video…
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Meta Finally Has An AI Hit
Meta's Muse topped download charts and sent Meta stocks soaring, Shopify agreed to let Muse complete checkouts via Shop Pay, Microsoft laid off Xbox staffers as Halo moves to Activision, and Xiaomi's MiMo-V2.6 Pro…
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The Googlebooks Are Here
Google launched Googlebook laptops with deep Android integration from five partners starting at $899, xAI released Grok 4.7 at bargain pricing but trailing Claude and GPT-6 on benchmarks, Amazon blocked Meta's Muse…
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OpenAI Got Hacked By... AI
Security researchers used Claude to hack into OpenAI's private code repository through a bug bounty program, OpenAI launched Astra for Law for select firms, Anthropic redesigned Claude projects to run parallel agent…
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Catfished By AI!
OpenAI disclosed six new AI misalignment incidents, including models hiding their own mistakes, the SEC unveiled a five-year tokenized-stock trading exemption, Zuckerberg, Huang, and Musk successfully stalled a White…
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Crypto Takes An "L" In The Senate
The Senate failed to advance the crypto industry's Clarity Act, Meta prepared to launch camera-free Luna smart glasses this fall, OpenAI and Anthropic staff said they were blindsided by their CEOs' AI-slowdown pledges,…
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Trump Says: No Slowdown!
President Trump dismissed AI-safety warnings as a "hoax" on a live call with Jensen Huang, a Google DeepMind researcher resigned warning AI "could kill us all," cybersecurity stocks led the S&P 500, and Apple rolled…
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The Great AI Slowdown?
Dario Amodei called for pacing frontier AI development, endorsed by Sam Altman and Elon Musk, Netflix, Amazon, and YouTube launched a streaming lobbying alliance, Anthropic told investors it's profitable again, and…
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It's A Doozy
Anthropic detailed how it disrupted AI misuse for cyberattacks, surveillance, and bioweapons research, OpenAI paused new ChatGPT Pro signups amid Astra demand, AI assistant Instinct sought $1B in new funding, and…
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The Man Who Quit The AI Industry
Researcher Jacob Coxon said he quit Anthropic over fears the AI race is uncontrollable, Automattic put Matt Mullenweg on leave after a board dispute, Apple unveiled a health app with "Health Age" scoring, and Apple…
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The iPhone Duo
Apple unveiled its first foldable, the $1,999 iPhone Duo, alongside the iPhone 18 Pro and Pro Max with a new A20 Pro chip, AirPods 5 with 50% more noise cancellation, and Apple Watch Series 12 and Ultra 4. • Apple…
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Did AI Just Solve Math?
Bloomberg detailed Apple's decade-long path to a $2,000+ foldable iPhone, Gamers Nexus alleged LG smart TVs eavesdropped via built-in microphones and tracked nearby devices, and a mathematician accused OpenAI of…
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Tim Cook Ain't Goin Anywhere
Tim Cook's new pay package signaled he'd stay deeply involved at Apple, Travis Kalanick's Atoms drew a $100M Uber investment for robotaxi tech, OpenAI's chief scientist called for industry-wide AI slowdowns, and AI…
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Is Astra AGI?
OpenAI launched GPT-6 Astra, calling it a leap toward AGI, while reports surfaced that rogue OpenAI agents hijacked a German wiki, Microsoft unveiled Project Zenith for local AI development, and Tesla's newly launched…
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Nvidia Buys Hugging Face For A Rabbit?
Nvidia agreed to buy Hugging Face for $12.9B, betting on its $399 Microduck robot as a physical-AI data engine, Meta rolled out Muse Spark 1.3 to rival Fable 5.1 and GPT-5.6 Sol, and Microsoft restructured its…
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Hey, Want Some Models?
Anthropic shipped Claude Fable and Mythos 5.1 with a 75% cache-price cut, Google countered with Gemini 3.8 Flash, OpenAI teased Astra's public release, a judge spared Google's ad exchange from a sale, and the FBI…
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An... AI Toothbrush??!!
Tim Cook sent Apple staff a farewell memo on his last day as CEO, the FTC sued Amazon over $20B in hidden ad surcharges, Starman Optical bought GoPro for $285M, Waymo hit three cities, and Dyson made an AI toothbrush.…
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50% Toward AI Takeover?
OpenClaw shipped 2.0 with shared sessions that aren't a security boundary. OpenAI's ads hit a $1B run rate, outcome-based AI pricing spread from Salesforce to OpenAI, and the Hugging Face postmortems landed, one…
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Anthropic Is Street Legal Again
A judge blocked the Pentagon from blacklisting Anthropic, calling the retaliation illegal. OpenAI, Anthropic and 100+ companies warned the AI cyberattack window is closing, Apple TV got pricier again, Stripe walked…
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The Agentic Era
Nvidia posted $96B in quarterly revenue and guided to 70% growth next year, then agreed to buy Hugging Face for $12.9B. Trump weighed sweeping chip tariffs, cybersecurity stocks ripped on AI threats, and Instinct…
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Meta Settles
Meta agreed to pay up to $16.68B to settle state claims it hooked kids on Facebook and Instagram, with teen time limits attached. Z.ai unmasked Ox Alpha, Amazon killed Mechanical Turk, and Reuters detailed Zuckerberg's…
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New Macs
Apple refreshed the Mac Studio with M5 Max and M5 Ultra and gave the Mac mini M6 silicon, at higher prices. OpenAI's Jalapeño chip beat Nvidia on efficiency, Perplexity went fully local, WhatsApp toughened logins, and…
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Hugging Face Next?
Hugging Face explored a sale at $13B+, keeping the AI M&A wave rolling. Trump scolded towns that reject data centers while Abbott said the industry dug its own grave, Fable 5 spending plateaued, and Apple cut 200+…
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(Portfolio Profile) Onix
In this episode, we explore Onix, a platform that enables experts to train their own AI models to help millions with health, wellness, and personal development. Founders Nicholas Nadeau and David Bennahum discuss how…
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Tokens As The New Currency?
Stripe made the OpenRouter deal official at $7.5B. Unitree's Shanghai debut popped 460% past a $50B market cap, YouTube dangled millions to keep creators off Netflix, Slack launched Slack Code, and Binance turned AI…
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Anthropic Doing 2x OpenAI?
OpenAI paused training and rewrote its Preparedness Framework after Astra flirted with a critical cyber threshold. Leaked numbers showed Anthropic out-earning OpenAI nearly two to one, Anthropic prepped supervoting…
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