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Tech Brew Ride Home

Morning Brew

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.

  1. 3時間前

    OpenAI To Give It Away?

    OpenAI floated giving the US government a 5% stake to court the Trump administration. Nvidia promised to backstop cloud providers for a revenue cut, SpaceX showed investors an xAI phone prototype, Apple ramped foldable iPhone orders, and Z.ai launched ZCode. Sources: OpenAI has discussed giving a 5% stake to the US government, seeking to clear political obstacles by securing buy-in from the Trump administration (FT) Nvidia promises to financially backstop young cloud providers like Firmus that rent out its AI chips, in exchange for a revenue share through a new program (The Information) Sources: SpaceX showed investors a handset-like device prototype with AI tech from xAI, a proprietary OS, a Snapdragon chip, and a design slimmer than an iPhone (WSJ) Sources: Apple has told suppliers to prepare to produce ~10M foldable iPhones in 2026, up from 7M to 8M previously, and 80M iPhones in total across new models (Nikkei Asia) Apple reportedly orders 10M foldable iPhone Ultra models, which could sell for around $2500 (9to5Mac) Sources: Apple is in negotiations to buy chips from CXMT and YMTC, two Chinese semiconductor makers on a Pentagon blacklist, for use in devices sold in China (Bloomberg) Z.ai launches ZCode, an "Agentic Development Environment" optimized for its new GLM-5.2 model; Z.ai's GLM Coding Plan costs from $16.20 to $144 per month (VentureBeat) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices

    22分

  2. 1日前

    NOW Fable's Back?

    Anthropic said Commerce lifted export controls on Fable 5 and Mythos 5, restoring access Wednesday, and launched Sonnet 5. Sony is ending PlayStation game discs in 2028, a 140-company group unveiled Open USD, and Meta's building a cloud business. Anthropic says the Department of Commerce has lifted export controls on Claude Fable 5 and Mythos 5 and that it will begin restoring access Wednesday (X) Anthropic says the Department of Commerce has lifted export controls on Claude Fable 5 and Mythos 5 and that it will begin restoring access Wednesday (BleepingComputer) Anthropic launches Claude Sonnet 5, saying it nears Opus 4.8 performance at lower prices and is substantially better than Sonnet 4.6 for agentic work (Anthropic) Anthropic launches Claude Sonnet 5, saying it nears Opus 4.8 performance at lower prices and is substantially better than Sonnet 4.6 for agentic work (The New Stack) Sony says all new PlayStation games from both first- and third-party developers will be sold in digital formats from January 2028, ending physical game discs (Game File) Visa, Mastercard, Stripe, BlackRock, Coinbase, and 140+ companies join Open Standard to launch Open USD, a stablecoin that shares earnings from its reserves (The Block) Sources: Meta is developing plans for a cloud infrastructure business that will sell access to AI computing power and models, to compete with AWS and Azure (Bloomberg) SpaceX cuts monthly Starlink prices in half in the Memphis area, as it endures blowback and legal challenges from opponents of its Colossus data centers (Bloomberg) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices

    21分

  3. 2日前

    Comcast Spins Out

    Comcast moved to spin off NBCUniversal and Sky into a new public company. The Supreme Court limited geofence warrants, Australia sued Amazon over Prime Video ads, Chamath returned to lead his AI coding startup, and Gemini's image generation went free. Comcast plans to spin off its media and entertainment assets, including NBCUniversal and Sky, into a new publicly traded entity, set to close by mid-2027 (Variety) SCOTUS limits the law enforcement use of "geofence" warrants, saying people have "a reasonable expectation of privacy" in their cell-phone location data (TechCrunch) Australia's ACCC sues Amazon for allegedly introducing ads to Prime Video under unfair contract terms and forcing existing subscribers to pay more to avoid them (Bloomberg) AI coding startup 8090 raised a $135M Series A led by Salesforce Ventures; founder Chamath Palihapitiya announces that he will lead the company as CEO (TechCrunch) The DOD seeks to recruit engineers experienced in frontier AI, machine learning and automation, and data systems, to embed them "down to the unit level" (Bloomberg) Google says the Gemini app now offers personalized Nano Banana image generation, previously limited to Plus, Pro, and Ultra users, to eligible US users for free (TechCrunch) Hotels, tour operators, and travel agencies rush to launch proprietary online tools and loyalty schemes to fend off future competition from AI travel agents (FT) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices

    20分

  4. 3日前

    Mythos Back?

    The US lifted its block on Anthropic's Mythos 5, clearing it for 100+ institutions. Researchers said China's GLM-5.2 matches US models on security bugs. South Korea pledged ~$590B for chips, and the memory crunch turned existential for small makers. Letter: the US lifts its block on Mythos 5, allowing Anthropic to release it to more than 100 US institutions; sources: talks about Fable 5 are ongoing (Semafor) Researchers say Z.ai's GLM-5.2 matches latest US models at finding security bugs, as critics question the US' lax approach in restricting Chinese open models (WSJ) South Korea, Samsung, and SK Hynix say they plan to invest ~$590B to build a new chip complex, including four chipmaking plants and a chip packaging cluster (FT) Soaring memory costs are posing existential threats to small electronics makers, amid thin margins, low supply chain leverage, and little room for price hikes (CNBC) Sports clips' rise on platforms like YouTube has left broadcasters debating whether to use them to attract younger viewers or protect their subscription revenue (CNBC) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices

    21分

  5. 6日前

    OpenAI To Delay Its IPO?

    OpenAI leaned toward delaying its IPO to 2027 rather than budge from Altman's $1T valuation, rattling tech stocks. The government had OpenAI stagger GPT-5.6's release over security concerns. Microsoft hiked Xbox prices again, and SpaceX teased a Starlink mobile network. Sources: OpenAI leans toward holding off its IPO until 2027 after warnings that Sam Altman's desired $1T valuation may not be met in current market conditions (The New York Times) Sources: Sam Altman told staff the US government asked OpenAI to stagger the release of GPT-5.6 over security concerns, approving "access customer by customer" (The Information) Microsoft says the price of Xbox consoles will increase on August 1 by $100 for 512GB models and $150 for 1TB models, the third price increase since 2025 (Kotaku) Sources: SpaceX COO Gwynne Shotwell told investors during an IPO roadshow SpaceX may launch a Starlink mobile product and build its own terrestrial US network (FT) Longreads How Chicago is betting on quantum computing, including turning the site of its former US Steel mill into a campus, after largely missing the digital revolution (WSJ) As China's working-age population shrinks, consensus is growing that China must embed embodied AI robots into as many tasks as possible, as soon as possible (FT) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices

    21分

  6. 6月25日

    Hope You Weren't Putting Off Buying A Mac

    Apple hiked Mac and iPad prices 15-25% on the memory crunch; iPhones held steady. Anthropic accused Alibaba of distilling Claude 28.8 million times. IBM detailed a 0.7nm chip, Facebook revived its Creator Studio app, and Kalshi chased a $40B valuation. Apple raises Mac, iPad, and other product prices by 15%-25%, saying it has "never seen a component price increase this much, this quickly"; iPhone is unchanged (WSJ) Apple Raises Mac and iPad Prices to Counter Memory Shortages (Bloomberg) Sources: in a letter to US officials, Anthropic accused Alibaba of adversarial distillation, using Claude 28.8M times from April to June via almost 25K accounts (Bloomberg) IBM details a 0.7nm chip manufacturing process that utilizes a "nanostack" 3D transistor architecture, which it says could continue chip innovation for 10 years (The New York Times) Facebook brings back Facebook Creator Studio as a stand-alone app with a built-in AI chatbot to help creators grow their audiences through personalized guidance (TechCrunch) Meta looks to AI to review harmful content in cost-cutting drive (FT) Sources: Kalshi is in talks to raise funding at a ~$40B valuation in a round that may close as soon as Q3; Kalshi raised $1B at a $22B valuation in May 2026 (FT) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices

    22分

  7. 6月24日

    GTA Now

    Rockstar finally priced GTA VI at $79.99 and set a November 19 release, with preorders tonight. OpenAI and Broadcom unveiled their Jalapeño inference chip. Meta got caught building a prediction-markets app called Arena, and Superhuman snapped up AI-detector GPTZero. Rockstar sets the release date for GTA VI for November 19 and says it will cost $79.99, or $99.99 for the Ultimate Edition; preorders start at midnight tonight (The Verge) Grand Theft Auto 6 Physical Copies Won't Include a Disc, Will Just Be a Code in a Box (IGN) OpenAI and Broadcom unveil Jalapeño, an LLM-optimized inference chip developed from design to manufacturing tape-out in nine months, aided by OpenAI's models (OpenAI) OpenAI and Broadcom Unveil AI Chip to Run Models Faster, Cheaper (Bloomberg) Sources: Meta is building a standalone prediction markets app internally called Arena, which would probably use video game-like points instead of money wagers (The New York Times) Superhuman acquires AI detection startup GPTZero, which has 19M+ registered users and $30M in annual recurring revenue; PitchBook: GPTZero is valued at $88M+ (Business Insider) How AI Customers Are Lowering Their Anthropic and OpenAI Bills (The Information) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices

    22分

  8. 6月23日

    Moar Meta Glasses

    Meta launched $299 in-house Adventurer and Fury smart glasses plus a $399 Kylie Jenner Starfire. Trump signed two quantum-computing executive orders. South Korea's Kospi cratered 10% in a tech selloff, ByteDance debuted Seedance 2.5, and Meta paused its laptop-tracking program. Meta unveils Meta Adventurer and Fury glasses, each priced at $299, its first under its own brand, and a $399 Starfire model in collaboration with Kylie Jenner (Bloomberg) HEADLINE TBD — couldn't read it (The Verge) President Trump signs two executive orders aimed at speeding the development of advanced quantum computers and mitigating the security threats they present (WSJ) South Korea's tech-heavy Kospi index falls 10%, dragged down by SK Hynix and Samsung; STMicro and ASML fall ~7%, and US tech stocks fall in pre-market trading (CNBC) ByteDance unveils Seedance 2.5, saying the AI video model can generate up to 30-second clips from up to 50 reference materials, up from 12 for Seedance 2.0 (The Information) ByteDance's Seedance 2.5 breaks the 30-second barrier for AI video generation (The Decoder) Meta says it is pausing its employee-tracking program meant for training AI models after internal security issues exposed sensitive data from employees' laptops (Wired) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices

    21分
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番組について

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.

情報

  • クリエイター
    Morning Brew
  • 配信期間
    18年 - 26年
  • エピソード
    2004
  • 制限指定
    不適切な内容を含む
  • Copyright
    © Amalgamated Internets, LLC
  • 番組のWebサイト
    Tech Brew Ride Home
  • プロバイダ
    Amalgamated Internets, LLC

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