Tech Brew Ride Home
A daily tech news summary from Morning Brew's tech hub, Tech Brew. Each episode delivers the latest Silicon Valley updates in about 15 minutes, keeping listeners informed on the go.
Episodes
The SpaceX IPO
SpaceX priced the biggest IPO ever at $135/share, raising $75B and debuting at $1.77T. ShinyHunters exploited an unpatched Oracle PeopleSoft flaw hitting 100+ organizations, Mistral seeks €3B at €20B, MrBeast hit 500M subscribers, and SBF lost his appeal.
SpaceX raises $75B in the biggest-ever IPO, pricing 555.6M shares at $135 each, giving it a market value of $1.77T (Bloomberg)
Founders
A Claude Clawback
Anthropic backtracked on secretly degrading Fable 5 for AI researchers after fierce backlash. OpenAI considers drastic token price cuts anticipating war with Anthropic. Dario Amodei calls for FAA-style AI regulation, the FBI seized fake Chinese consulting domains, and DoorDash launches AI ordering.
Anthropic backtracks on its decision to quietly limit Fable 5's ability to develop LLMs, saying
Elon Hype Works For One Business, Not The Other
The CFTC proposed prediction market rules banning bets on war and assassinations. SpaceX drew $250B+ in IPO demand far beyond its $75B target. Microsoft patched a record ~200 security flaws, Tesla has just 59 robotaxis, and Siri AI gets its first hands-on.
Sources: the CFTC will propose new prediction market rules, banning bets it finds aren't in the public interest or that seem highly suscep
Claude Fable 5
Anthropic released Claude Fable 5, a guardrailed Mythos-class model, to the public and Mythos 5 to trusted partners. OpenAI confidentially filed for an IPO. Hackers injected credential-stealing malware into 70+ Microsoft GitHub repos, and Apple details its new Gemini-based foundation models.
Anthropic releases Claude Fable 5, a "safe" Mythos-class model it says can't be used for cyberattacks,
WWD-See... Anything?
Apple unveiled Siri AI at WWDC, built on Google's Gemini, launching in beta with no firm date. Google signed a $920M/month SpaceX compute deal, Trump floats government equity stakes in AI labs, and OpenAI plans to turn ChatGPT into a superapp.
Apple announces Siri AI, with on-screen awareness, personal context understanding, a Dynamic Island-based interface, and more, along with a new Siri ap
The Bots Have Won The Web!
Bots passed human web traffic for the first time, per Cloudflare's CEO. The S&P 500 rejected fast-entry for mega-cap IPOs like SpaceX. Anthropic embedded engineers at the NSA, Meta hid face-recognition code in its app, and Cambridge trialed the first AI-designed vaccine.
Cloudflare CEO Matthew Prince says agentic traffic is "growing so fast that bots have now passed human traffic online for t
Small And Open Source Still Has A Horse In This Race
Google released Gemma 4 12B, a multimodal model that runs locally on 16GB devices. TSMC's CEO warned chip supply won't meet demand for years. Ramp raised $750M at $44B, and Anthropic says 80%+ of its merged code is now Claude-authored.
Google releases Gemma 4 12B, an 11.95B-parameter unified, encoder-free open multimodal model that can run locally on devices with 16GB of VRAM or unified memor
Microsoft Build
Microsoft dominated Build with Scout, an always-on Teams agent, the Surface RTX Spark Dev Box, its first reasoning model MAI-Thinking-1 aimed squarely at Anthropic, and Project Solara for agent-first devices. Trump signed a scaled-back AI executive order on cybersecurity.
Microsoft announces Scout, an always-on enterprise AI agent built on OpenClaw that appears as a Microsoft Teams contact to
What Will These IPOs Do To The Stock Market?
Anthropic confidentially filed for an IPO that could come as soon as this fall, joining SpaceX and OpenAI in a $4T listing parade. Anthropic expands Mythos access to 15+ countries, Alphabet raises $80B for AI spending, and mathematicians publish a warning declaration on AI.
Anthropic says it has confidentially filed for an IPO, which could happen as soon as this fall, joining OpenAI and Space
Interviewing For A Job At Anthropic? DON’T Use AI.
Nvidia unveiled the RTX Spark, an Arm-based consumer chip family built with MediaTek on TSMC 3, plus a DGX Station desktop that runs 1T-parameter models. Intel detailed its Crescent Island GPUs, MiniMax launched a coding model rivaling Opus 4.7 at 1/40th the price, and Anthropic bans AI in interviews.
Nvidia announces the RTX Spark, an Arm-based consumer chip family it calls "the most efficie
Portfolio Profile: Sora
Find out more about Sora here.
Find out more about the Ride Home Fund here.
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New Claude, New Realities
Anthropic dropped Opus 4.8 with dynamic workflows for Claude Code and raised $65B at a $965B valuation, overtaking OpenAI. Blue Origin's New Glenn exploded during testing, Amazon killed its AI usage leaderboard, and an AI startup offers free home cleaning for training data.
Anthropic launches Opus 4.8, saying it's "more likely to flag uncertainties about its work and less likely to make unsup
RAMpocalypse Now!
Valve hiked Steam Deck prices by up to $300 as RAMageddon hits consumer electronics. Bloomberg detailed Apple's Siri overhaul ahead of WWDC, Meta rolls out subscription plans for Instagram, Facebook, and WhatsApp, and Oura unveils a 40% smaller Ring 5.
Valve hikes the Steam Deck OLED's prices due to "rising memory and storage costs": from $549 to $789 for the 512GB model and from $649 to $949
What If GPT-5.5 Is Actually Way Ahead?
Robinhood launched agentic stock trading, letting users link Claude or Cursor to dedicated accounts. Micron hit $1T market cap in record time on AI memory demand. YouTube now auto-labels AI content, a new coding benchmark crowns GPT-5.5 the clear leader, and Roku overhauls its homescreen.
Robinhood launches a feature to let users link AI agents, such as Claude or Cursor, to separate, dedicate
The Pope Gets AI Religion
Pope Leo XIV released his AI encyclical alongside Anthropic co-founder Chris Olah. Huawei claims it can match 1.4nm chips by 2031, China imposed travel restrictions on AI talent, cybersecurity hiring surged amid the AI "bug-pocalypse," and American Airlines picked Starlink for in-flight Wi-Fi.
Pope Leo XIV presents Magnifica humanitas, his encyclical on AI, calling for AI regulation, protecti
(BNS) Brian's Vibecoding Journey
Chris is back! Hear about how he uses AI personally, and how I've been up at 3 am every day for the last month churning out my own vibecoding experiment.
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AI One-Upsmanship
Quantum computing stocks surged after the US announced $2B in grants with equity stakes. Spotify jumped 13% on 2030 guidance targeting $100B in revenue. Anthropic expects $10.9B in Q2 revenue and its first-ever operating profit, while Trump pulled back an AI executive order after calls with Musk and Zuckerberg.
Shares of quantum computing companies surged Thursday after the US government anno
SpaceX IPO Deets
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 SpaceX $1.25B per month for compute. Nvidia beat estimates again, Spotify launches Reserved ticketing, and Waymo suspends service over flooding.
SpaceX files publicly for its IPO, choosing Nasdaq to make its debut under the symbol SPCX; Elon Musk's
Google I/O
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 for video generation, overhauled its search box, shipped Antigravity 2.0, and added Street View to Project Genie.
Google rolls out Gemini 3.5 Flash, its "strongest agentic and coding model yet", for tackling long-horizon agentic tasks, in the Gemi
Elon Loses
The Musk v. Altman jury unanimously rejected Musk's claims on statute of limitations grounds. Andrej Karpathy joined Anthropic's pre-training team. Polymarket partners with Nasdaq on private company markets, Blackstone and Google form a TPU venture, and KPMG embeds Claude into tax advisory.
Musk v. Altman: the jury unanimously rejects Elon Musk's claims against OpenAI and Sam Altman, as he fi
OpenAI Takes Out Another Niche
OpenAI debuted personal finance tools via Plaid for Pro users. AI startups generate ~$80B in annualized revenue, with Anthropic and OpenAI capturing 89%. ArXiv cracks down on AI slop, Apple's Siri relaunch may still be a beta, and SF vibes are frenetic.
OpenAI debuts personal finance tools for US ChatGPT Pro users, partnering with Plaid to give access to 12K+ financial institutions to analyze
Musk V. Altman Closing Arguments
Musk v. Altman went to closing arguments, with Musk's lawyer hammering Altman's credibility while OpenAI says Musk has no evidence. Google tests cutting free Gmail storage to 5GB, Meta opens Ray-Ban Display to developers, OpenAI brings Codex to mobile, and xAI launches Grok Build.
Musk v. Altman: in closing arguments, Musk's attorney doubled down on claims of Altman's untrustworthiness, whil
The Biggest Tech IPO Since Uber
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 Uber. Mythos helped researchers crack macOS security, Anthropic restores OpenClaw access with Agent SDK credits, and 71% of Americans oppose local data centers.
Sources: OpenAI is weighing legal action against Apple after expectations that Chat
Googlebooks
Google unveiled Googlebook, merging ChromeOS and Android into a unified laptop OS shipping this fall. WhatsApp launches Incognito Chat for private AI conversations. Anthropic's revenue run-rate is on track to hit $50B by end of June, and Anduril raised $5B at a $61B valuation.
Google unveils Googlebook, its new laptop lineup featuring a unified OS merging ChromeOS and Android, with devices fr
Hackers Get Paid
Instructure cut a deal with ShinyHunters to return stolen Canvas data, without disclosing the terms. eBay rejected GameStop's $56B bid as "neither credible nor attractive." OpenAI launches Daybreak for cybersecurity, Amazon employees game AI usage targets, and Mira Murati's first model drops.
Instructure reaches a deal with hackers who breached its Canvas edtech platform to return stolen data
The AI Sec-Pocalypse Is Actually Nigh?
Google reported the first known case of hackers using AI to discover and weaponize a zero-day vulnerability. OpenAI launched a $4B+ deployment company and acquired Tomoro. Apple plans Liquid Glass refinements for macOS 27, TikTok rolls out an ad-free tier in the UK, and Ben Thompson argues agentic inference will reshape compute.
Google's TIG reports the first known example of hackers using AI
Chickens, Roosting
Nintendo raised the Switch 2 price to $500 amid a global memory shortage. ShinyHunters forced Canvas offline during finals season. Researchers found 5,000+ insecure vibe-coded apps, Mozilla credits Mythos for 423 Firefox bug fixes in April, and France escalates its Musk probe.
Nintendo says it will increase the price of the Switch 2 globally on September 1, from $450 to $500 in the US, and th
XAI Is Just A Neocloud Now?
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 xAI into SpaceX. Google launches the $100 Fitbit Air, and HubSpot's founder coins "strategic illegibility."
At Code with Claude, Dario Amodei said Anthropic had planned to grow ~10x in 2026 but could grow 80x, calling its growth rate "crazy" an
Even 175-year-old Companies Can Join The AI Boom
Corning and Nvidia partnered to open three optical manufacturing plants in the US, with Nvidia investing up to $2.7B. Morgan Stanley launched crypto trading on ETrade, Google tests a personal agent called Remy, and Meta builds an OpenClaw-inspired agent called Hatch.*
Corning and Nvidia partner to open three advanced manufacturing plants in North Carolina and Texas dedicated to optical tech f
Will AI Models Have To Be Reviews By The Government?
The Trump administration discussed an EO to form an AI oversight working group, a stark reversal from its hands-off approach. Apple explored using Intel and Samsung to make chips in the US, Coinbase cut 14% of its workforce, and OpenAI fast-tracks an AI phone for 2027.
Sources: the Trump administration is discussing an EO to form an AI working group that would examine AI oversight procedures,
Welcome Back To The Arena, GameStop
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, Amazon opens its logistics network to outside companies, and a Harvard study finds AI outperforms ER doctors at triage.
GameStop makes an unsolicited ~$56B offer to buy eBay after building a ~5% stake, offering $125/share in cash and stock, a
My LLM Cutoff Is 1930
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 "
Earnings Overload
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 20
Elon V. Sam Day 2
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-1
Musk V. Altman
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 an
Meta Needs To Rethink Manus
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 rule
All The Headlines, All The Model Drops...
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
Another DeepSeek Moment On The Horizon?
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
Elon Buys Cursor?
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 f
Tim Cook Rides Into The Sunset
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 o
Robots Winning The (Literal) Race
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 pla
Reed Hastings Rides Into The Sunset
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.; N
Claude Opus 4.7
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
Our Shoe Company Is Now An AI Company
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
Space Race Acquisition
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 satel
Sam Altman Attacked
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
Taking The Threat Seriously
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
Meta’s Refreshed AI Play
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
Anthropic DOESN’T Release A Model
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 A
Tipping Point In The AI Horse Race?
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
Ain’t No Drama Like AI Drama
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)
Anthrop
The Biography Of Demis Hassabis
This episode explores the fascinating journey of Demis Hesabis and the development of AI through the lens of Sebastian Malaby's book, The Infinity Machine. We delve into the minds of AI pioneers, their motivations, and the race to achieve superintelligence, offering insights into the future of technology and humanity.
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SpaceX Is Ready For IPO Liftoff
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 makes its first public moves to divorce itself from OpenAI when it comes to AI models. And a billion-dollar company with only two employees? You guessed it: AI is why.
SpaceX Has Filed Confidentially for IPO Ahead of AI Rivals (Bloomberg)
Larry
Anthropic’s Laundry Has Been Aired
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 than I thought it was? What can happen when all the self-driving cars shut down at once. And you are finally able to change that embarrassing Gmail account you’ve been living with.
OpenAI closes record-breaking $122 billion funding round as antic
Will Iran Target Tech?
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 losing contact with satellites for reasons we don’t know yet. And Whoop is the big wearable player I guess we don’t talk about enough.
Iran says it will target US tech companies in Middle East (The Hill)
Iran’s hackers go to war (FT)
The
Is AI About To Get More Expensive
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 other and asking them to fight. We really are getting datacenters in space startups, aren’t we? And Project Hail Mary is Amazon’s biggest movie win ever.
The Sudden Fall of OpenAI’s Most Hyped Product Since ChatGPT (WSJ)
Andrew Curran X Post
AI Step-Change Alert!
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 already making serious bank from Ads? Is Elon trying to open the SpaceX IPO to normies? And of course, the Weekend Longreads Suggestions.
Anthropic wins preliminary injunction in DOD fight as judge cites ‘First Amendment retaliation’ (CNBC)
Exc
Social Media’s “Big Tobacco” Moment?
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 creating Wikipedia entries. GitHub is about to train AI on what you do on GitHub. And the idea of lossless compression might sound like a Silicon Valley joke, but it could be a big deal.
Jury in Los Angeles finds Meta, YouTube negligent in socia
Sora Sinks
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 Manus acquisition by Meta from going through? They’re not even letting the founders leave the country. And interesting raises from vertical AI startups.
OpenAI Scraps Sora Video Platform Months After Launch (WSJ)
Meta must pay $375 million fo
Your Router Is Likely Banned
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 production cuts in the gaming industry. And the two big prediction markets try to close the barn door when it comes to insider trading.
US regulator bans imports of new foreign-made routers, citing security concerns (Reuters)
Anthropic's Clau
Zuck’s Personal AI Agent
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 loses a case. Maybe some managers actually want you to use as many tokens as possible. And how to get your LLM to recursively improve itself? Maybe?
Mark Zuckerberg Is Building an AI Agent to Help Him Be CEO (WSJ)
OpenAI Taps Former Meta Execut
AI Superapps
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 Search in that innovator’s dilemma way. And in the Longreads, why has AI gotten worse at writing.
OpenAI Plans Launch of Desktop ‘Superapp’ to Refocus, Simplify User Experience (WSJ)
White House releases AI policy blueprint for Congress (Po
The AI Race Is Now A Land Grab For Dev And Design Work
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 embraces our new prediction market overlords. Even if they’re behind in AI Apple is still making big money from AI. And Uber is still placing bets in the self-driving race.
Google introduces 'vibe design' with Stitch (The Deep View)
OpenAI to
Crypto Gets Its Rulebook
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 of contrasting IPOs from wildly different industries. And is your boss about to ask you to submit expense reports for your token use?
SEC, CFTC Move to Define Which Digital Assets Are Securities (Bloomberg)
Jensen Huang says gamers are 'com
Westworld For Real
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 hour deliveries is the new, screw it, we’re doing five razorblades. And the robots are really coming to Disney theme parks, right now.
NVIDIA claims DLSS 5 will deliver 'photoreal' image quality with AI this fall (Engadget)
Nvidia Makes Trillion-
The Mother Of All Meta Layoffs?
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 the house. What does it mean if the San Francisco real estate market is ripping again? And what if it ends up Apple has played a blinder by sitting out AI CAPEX spending?
Exclusive: Meta planning sweeping layoffs as AI costs mount (Reuters)
App
Is Avocado… Toast?
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 video apps are going to end up looking exactly like one another eventually. And, of course, the Weekend Longreads Suggestions.
Meta Delays Rollout of New A.I. Model After Performance Concerns (NYTimes)
Lawyers in landmark social media addiction tri
AI Makes Google Maps Sound Much Better
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 space. An Iran-war-related hacking takes down a company. And Mark Gurman tells us what to expect from a foldable iPhone.
Atlassian slashes 10% of workforce to ‘self-fund’ investments in AI and enterprise sales (CNBC)
You can now ask Google
The New King Of All Media
Sources say the US government is investigating Binance around Iranian sanction evasion. Meta is helping authorities worldwide crack down on scammers. YouTube literally now is, officially, the biggest media entity in the world. And the legal way to listen to full songs right inside of TikTok.
Justice Department Probes Iran’s Use of Binance to Evade Sanctions (WSJ)
Meta, Thai police shut do
Meta Plumps For Bot Social Networks
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. Yan LeCun raises the biggest European seed round of all time. And the MacBook Neo… worth investing in or not?
Exclusive: Meta hires duo behind Moltbook (Axios)
OpenAI and Google employees rush to Anthropic’s defense in DOD lawsuit (TechCrunc
Claude 365
Anthropic is fighting the government in court. Microsoft is turning to Anthropic to get agentic in all its productivity products. A big new hyperscaler startup has raised a monster round. And could the war with Iran be something that could pop the AI bubble?
Anthropic is suing the Department of Defense (The Verge)
Microsoft announces Copilot Cowork with help from Anthropic — a cloud-power
Silicon Valley Circling The Wagons Around Anthropic?
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 laying off a ton of people and Softbank is considering taking on a ton of debt, both for the same reason. An early warning system for AI job destruction. And, of course, The Weekend Longreads Suggestions.
Anthropic says it will challenge Defense De
Dr. ChatGPT Isn’t Quite There Yet
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 great at medical advice. Maybe the chip shortage isn’t great for Nintendo specifically. And maybe the MacBook Nano isn’t great for the Windows ecosystem generally.
Google Revamps Android App Stores to Resolve Antitrust Claims (Bloomberg)
Tim Swe
The MacBook Neo
Apple unveils its Chromebook sort of competitor, the MacBook Neo. Anthropic might be the fastest growing startup in history. Polymarket will no longer let you bet on thermonuclear war. Sony will no longer plans to release its big single-player PlayStation 5 games on PC.
Apple announces $599 MacBook Neo running A18 Pro chip — budget laptop features 16-hour battery and comes in fun colors (Tom
Anyone Want To Give Me A Betting Market Tip?
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 on the betting markets. And Sam Altman says, no, sorry, we rushed things. The government swears it won’t use our AI for mass surveillance after we asked them nicely not to.
Apple announces M5 MacBook Air with 2x storage, $1099 starting price (9t
The Week Of Apple Updates (Corrected)
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 Middle East. An important ruling in terms of AI copyright. Anthropic makes it easy to switch to Claude. And what exactly went on with that whole Pentagon/Anthropic dispute.
Apple announces the iPhone 17E (The Verge)
Apple speeds up the iPad Air
The Friday Of All The Headlines
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 layoff round, maybe. Netflix walks away from the deal, and, of course, The Weekend Longreads Suggestions.
OpenAI announces $110 billion funding round with backing from Amazon, Nvidia, SoftBank (CNBC)
Sam Altman says OpenAI shares Anthropic's r
An AI Has A Substack
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. Did Google just do exactly what Apple has been unable to do? And how do you put an old AI model out to pasture? You give it a Substack.
Google’s Nano Banana 2 brings advanced AI image tools to free users (The Verge)
Nvidia Shares Slide Aft
Galaxy Unpacked
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 Pentagon? Could Stripe buy PayPal. Oh, and speaking of AI and war, you might not want to hear how often AI chose thermonuclear war when it was asked to play a wargame.
I tried the Samsung Galaxy S26 Ultra and need the Privacy Display feature on my iP
The AI Essays Are Moving Markets
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 new breakthrough in chip production technology. And as fun as that tri-fold phone might be, you probably want to wait for later iterations of the form factor.
Software Stocks Are Having Another Ugly Day (WSJ)
Anthropic Accuses Chinese Companie
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