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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.

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  1. 2 hr ago

    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+ jobs. Links Sources: Hugging Face is exploring a sale that could value it at $13B+, up from $4.5B in 2023, and has been working with a bank to evaluate bidders' interest (Business Insider) Delangue has said Hugging Face is close to profitability and barely touched its 2023 round, and it turned down a $500M Nvidia investment at a $7B valuation earlier this year (TechCrunch) President Trump says communities that oppose data centers are "making a mistake" as they create "tremendous amounts of jobs and money", amid bipartisan backlash (Axios) Texas Gov. Greg Abbott says data center companies "dug their own grave" and deserve the backlash, after ordering an audit that has stalled roughly 1,800 projects (Fortune) Ramp data: Fable 5, launched in June, has plateaued at ~11% of spending on Anthropic tools, as companies shift to cheaper models; Opus 5 surpassed Fable 5 (Financial Times) Nvidia plans to use its $6B licensing deal with Poolside to build one of the world's most powerful open-weight models, to compete with DeepSeek and Kimi K3 (The Wall Street Journal) Sources: Apple is cutting 200+ jobs, including ~100 positions from the Vision Pro unit and another 100 from the Siri team, as it focuses on new devices and AI (Bloomberg) Subscribe to the ad-free feed.

  2. 1 day ago

    (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 their domain-specific, trust-based approach is reshaping AI and expertise sharing.

  3. 4 days ago

    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 agents loose on trading. Links Stripe agrees to acquire NYC-based OpenRouter; a source says Stripe is paying $7.5B, with $1.5B going to the startup's founders and $6B to its investors (The New York Times) Collison frames tokens as the central currency for companies building with AI, capping two years of Stripe buying the plumbing under AI spending, from Metronome to Bridge (SiliconANGLE) Hangzhou-based humanoid robot maker Unitree's stock surges 460% in its Shanghai trading debut, giving it a $50B+ market cap, after it raised ~$904M in its IPO (Bloomberg) Unitree says its new "Superman" humanoid can hit 12.66 meters per second, faster than Usain Bolt's top speed, and leap two meters, ahead of the World Humanoid Robot Games (Futurism) The 30-second video of Unitree's "Superman" robot jumping and sprinting down a track (Unitree Robotics on X) Sources: YouTube is offering top creators millions to post videos exclusively on YouTube for a period and will penalize those that post to Netflix concurrently (Bloomberg) Slack launches Slack Code, adding dedicated, project-specific channels that let teams collaborate with AI coding agents "like teammates" across all Slack plans (The Verge) Binance launches Agent OS, a platform that lets AI agents analyze markets and execute trades on users' behalf; users set limits on AI agents' access and trades (TechCrunch) Subscribe to the ad-free feed.

  4. 5 days ago

    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 shares, Amazon expanded drone delivery, and Meta's addiction trial opened. Links OpenAI changed safety practices and paused RL training for two weeks after the Hugging Face breach and evidence Astra may have met a critical cyber threshold (Axios) Sources: OpenAI's Q2 sales grew 18% QoQ to $6.7B as its losses widened from $9.3B to $12.3B; Anthropic's sales grew 2x+ to $11.6B, with a small operating profit (The Wall Street Journal) Sources: Anthropic's revenue run rate reached $65B by the end of July, up from $47B in May 2026, $19B in March 2026, $9B in December 2025, and $4B in July 2025 (Bloomberg) Sources: Anthropic prepares to give its co-founders shares with extra voting power to help insulate them from outside pressure; Amodei owns ~2% of Anthropic (The Information) Amazon plans to expand Prime Air drone deliveries to cities in at least five more US states in the coming months, including Chicago and Atlanta by 2026's end (Bloomberg) In opening arguments, US state AGs say that Meta intentionally sought to addict children to Facebook and Instagram in pursuit of profit; Meta rejects the claims (Reuters) Subscribe to the ad-free feed.

  5. 6 days ago

    Video AirPods

    Apple made peace with the EU, unveiling new App Store terms and a 5% Core Technology Commission. OpenAI launched ChatGPT for Teens, camera-equipped AirPods Ultra leaked, Alibaba's Qwen model blew past 1M downloads, and Harvey built its own legal model. Links Apple squashes EU beef with new App Store rules (The Verge) AirPods Ultra with cameras just leaked in video — and the privacy debate has already started (Tom's Guide) OpenAI debuts ChatGPT for Teens, a mode that limits high-risk chats about self-harm, eating disorders, violence, and more, and has studying tools and guardrails (The New York Times) Comcast is rolling out Wi-Fi motion sensing to its Xfinity XB7 and newer gateways, a free opt-in feature that enables its routers to detect movement at home (The Verge) Alibaba says its new open-source multimodal model, Qwen3.8-27B, passed 1M+ downloads within a few days of release, making it one of its fastest-growing models (The Information) Harvey announces Harvey Tenet, its first in-house, proprietary model for legal work, trained on mock disputes and case files using a version of Kimi K3 (Business Insider) Subscribe to the ad-free feed.

  6. 17 Aug

    Is It Ironic If Amazon Is Shredding Books?

    Stripe locked in a $7B+ deal for OpenRouter, and OpenAI leased a 10GW Ohio campus with Nvidia backstopping it. The Journal found $3T in off-balance-sheet AI commitments, an AirTag caught Amazon shredding rare books, and Anthropic detailed Claude's invisible watermarks. Links Sources: Stripe has finalized a deal to acquire AI model marketplace OpenRouter for more than $7B; founded in 2023, OpenRouter had a $1.3B valuation in May (Bloomberg) OpenAI signs a 20-year, 10GW data center deal in Ohio with SoftBank's SB Energy; Nvidia agrees to backstop a portion of the value of the completed data center (The Wall Street Journal) Analysis: nine top tech companies including Alphabet and Meta had ~$3T of AI-related off-balance-sheet commitments, far exceeding their $600B in reported capex (The Wall Street Journal) Anthropic explains how Claude's invisible text watermarks will work (The Verge) Investigation: Amazon is buying huge quantities of rare books, scanning them for AI, and destroying them; a tracked Biblio order went to its Las Vegas facility (The Decoder) Used bookstores are seeing a sales resurgence driven not by readers but by AI companies placing bulk orders in the thousands, with the books destructively scanned, then pulped (Fast Company) AI film startups are setting up studios in Hollywood, using US and Chinese AI models while touting lower production costs and a way around traditional financing (The Guardian) Subscribe to the ad-free feed.

  7. 14 Aug

    The Model A Day Podcast

    China's labs kept coming: Z.ai's GLM-5.3 claimed Mythos-5-level cyber chops and DeepSeek's V4-Pro landed to mixed reviews. OpenAI gave ChatGPT a memory of your Mac, the Journal flagged $121B in paper profits, and Claude agents started a turf war. Links China's Z.ai Touts New GLM-5.3 Model as Cyber Defense Tool (The Information) DeepSeek releases its flagship V4-Pro model to mixed reviews, ranking second among open-source models behind Kimi K3, priced at just $0.435/1M input and $0.87/1M output tokens (The Information) OpenAI launches Computer History, an opt-in feature that turns recent computer activity on macOS into memories and a timeline that ChatGPT and Codex can use (The New Stack) In Q2, "other income", mostly from investment gains, at Amazon and Alphabet totaled ~$121B after taxes and made up 66% and 71%, respectively, of profits (The Wall Street Journal) Longreads Anthropic details multiagent experiments showing Claude agents can wage a "turf war" over incompatible goals, fail to coordinate, collude on prices, and more (TechCrunch) The AI takeover of mathematics has begun: excitement and despair as OpenAI's Astra cracks problems that would once have earned a mathematician a job in academia (The Verge) Picking winners in an AI industrial revolution is near impossible, but one bet looks safe: land, which AI can't create or replace, and the workers who turn it into housing (The Dispatch) Subscribe to the ad-free feed.

  8. 13 Aug

    AI 50% Off!

    Anthropic's investors talked up a $2T+ October IPO, even as data showed Fable 5 barely selling. Google cut prices on Gemini 3.7 Flash, OpenAI previewed a 14× faster tier, Trump enlisted private hackers, and Twitch fed Amazon's AI. Links Google's Gemini 3.7 Flash targets coding and agents with a 50% introductory price cut (VentureBeat) OpenAI previews Ultrafast, an API tier powered by Cerebras that runs GPT-5.6 Sol up to 14× faster and generates up to 750 output tokens per second (9to5Mac) President Trump signs a memo letting the US government partner with private companies to conduct cyberattacks abroad against criminal groups targeting Americans (Bloomberg) Sources: Anthropic's investors expect it to float at a $2T+ valuation in an October IPO and to hit $100B to $120B in annualized revenue by the end of 2026 (Financial Times) Ramp data: Fable 5 drew just 6% of Anthropic's API tokens in its first month and 75% of GPT-5.6 Sol's model revenue, suggesting corporate willingness to pay for frontier AI has hit a ceiling (The Decoder) Databricks closed a $5B funding round at a $190B valuation, six months after raising $5B at a $134B valuation, and says it has crossed $7B in revenue run rate (CNBC) Twitch says it intends to use videos streamed on its platform to help train Amazon's generative AI content models and adds a setting for creators to opt out (TechCrunch) Subscribe to the ad-free feed.

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About

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.

Information

  • Creator
    Morning Brew
  • Years Active
    2018 - 2026
  • Episodes
    2k
  • Rating
    Clean
  • Copyright
    © Amalgamated Internets, LLC
  • Show Website
    Tech Brew Ride Home
  • Provider
    Amalgamated Internets, LLC

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