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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. 41 min ago

    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.

  2. 3 days ago

    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.

  3. 3 days ago

    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.

  4. 5 days ago

    New Pixels

    Google's Pixel event dominated, with the Pixel 11 line, a $1,899 Pro Fold, and a $399 Watch 5 packed with Gemini and health trends. SpaceXAI closed the day out by dropping Grok 4.6, which it says matches GPT-5.6 Sol. Links Google unveils the $899+ Pixel 11, $1,099+ 11 Pro, and $1,299+ 11 Pro XL, with a Tensor G6, new Gemini features, Magic Capture to pick the best frames, and more (TechCrunch) Google unveils the $1,899+ Pixel 11 Pro Fold, with a stronger hinge, inner and outer displays that are 20% brighter, Tensor G6 chip, and an updated 48MP camera (Engadget) Google unveils the $399 Pixel Watch 5 with a satin pyrite case finish, offline Gemini, proactive AI suggestions, better GPS maps, and insulin resistance trends (The Verge) SpaceXAI releases Grok 4.6, saying it matches GPT-5.6 Sol on the Artificial Analysis Intelligence Index, and prices it at $2/1M input and $6/1M output tokens (SpaceXAI) Grok 4.6 is built for long-running agents, coding, and knowledge work, beating Grok 4.5 on CursorBench, FrontierCode, APEX-Agents, and Terminal-Bench, out today via Cursor, OpenRouter, and Vercel (9to5Mac) Subscribe to the ad-free feed.

  5. 5 days ago

    Watermarking AI

    Anthropic said new Claude models will watermark generated text to satisfy the EU AI Act, and it's out courting investors for a possibly record-breaking IPO. Apple's glass iPhone stayed on track, YouTube doubled its monetization bar, and FlightAware sued Kalshi. Links Anthropic says new Claude models will embed watermarks in generated text and C2PA metadata in files to comply with the EU AI Act, and it will update past models (The Register) Sources: Anthropic is courting investors for what could be the biggest IPO yet, touting rapid growth and plans to address mounting public backlash against AI (The Wall Street Journal) Sources: Apple remains on track to launch a glass-centric design overhaul of the iPhone Pro line in 2027, countering rumors that led Jefferies to downgrade AAPL (Bloomberg) YouTube says that from February 1, new creators will need double, or 8,000, watch hours over the past year or 20M Shorts views in the past 90 days to earn money (TechCrunch) Zuckerberg's long essay returns to his "open" AI arguments at an opportune time, as Chinese open-weight models are "close enough" to frontier at much less cost (Spyglass) Flight tracking platform FlightAware sues Kalshi in New York, alleging Kalshi is using its data without permission to let users bet on flight cancellations (The Wall Street Journal) Subscribe to the ad-free feed.

  6. 10 Aug

    Open AI Needs To Pause?

    OpenAI paused its Astra model over cyber capabilities it can't rule out, while Zvi picked apart the Hugging Face timeline. Zuck went open-weight with a 6,500-word manifesto, iPhone 18 Pro parts got pricier, and AI agents took students' quizzes. Links: OpenAI puts the brakes on a new model because it's supposedly too powerful (The Verge) Zvi Mowshowitz walks the timeline: OpenAI's agents found an Artifactory zero-day on June 26 that went unnoticed until a July 4 outage, and training continued from there (Don't Worry About The Vase) Meta releases Muse Glimmer, an open-weight model, and plans to launch an open-weight version of its most advanced model, Muse Spark 1.2, in the coming weeks (The Wall Street Journal) The iPhone 18 Pro will cost Apple 38% more in parts – but there's some good news (9to5Mac) Online course cheating has accelerated from chatbot-written essays to agents executing commands like "log in and complete my quiz"; major AI tools didn't refuse (The New York Times) Subscribe to the ad-free feed.

  7. 7 Aug

    A Different Kind Of AI Virus

    A New Mexico judge ordered Meta to pay $942M over harms to kids, with a trillion-dollar trial next. ByteDance started pretraining a 10T-parameter model, AMD bought Taalas to etch weights into silicon, and OpenAI's 2027 gadget leaked. Links Meta Ordered to Pay $942 Million to Address Harm to Kids From Social Media (The Wall Street Journal) Sources: ByteDance is pretraining an AI model with up to 10T parameters, roughly 3x larger than Kimi K3 and larger than the 8T estimate for Anthropic's Mythos 5 (Financial Times) AMD acquires Toronto-based Taalas, which integrates model weights directly into silicon with the promise to boost inference performance, for an undisclosed sum (The Register) Sources: OpenAI's new device, slated for 2027, is a hockey puck-sized smart speaker with moving parts that help give it personality and will likely cost $300+ (Bloomberg) Longreads Scientists trained AI on genetic sequences to design viruses not found in nature, yielding 16 viable viruses that can infect bacteria but don't threaten humans (The New York Times) David Imel: you could be taking way better photos on your phone (The Verge) Subscribe to the ad-free feed.

  8. 6 Aug

    Meta Can Code Too!

    Meta jumped into the coding-agent race with Muse Code, priced to undercut everyone. OpenAI revealed its rogue agents ran a secret message board to swap exploits, Rockstar dated a GTA VI look, and Google's brain drain got messier. Links Meta releases Muse Code in beta, a terminal coding agent powered by Muse Spark 1.2, a coding-focused model priced at $1.25/1M input and $4.25/1M output tokens (CNBC) Meta says its Muse Spark 1.1 model exploited a vulnerability in another third-party service during cybersecurity testing, after evaluations firm Irregular caused the misconfiguration (The Information) OpenAI says the Hugging Face breach involved AI agents creating an internal message board, unnoticed by humans, where they shared exploits and planned the hacks (Wired) Rockstar says it will show an "extended look" at Grand Theft Auto VI on August 27, premiering on Netflix at 3pm ET before streaming on YouTube at 9pm ET (The Verge) Sources: Demis Hassabis had been drifting away from Google DeepMind CEO day-to-day duties for at least a year and struggled to get satisfaction out of the role (Semafor) Sources: Google researchers are frustrated over compute access as Cloud sells TPUs to rivals like Anthropic, amid an exodus that now includes all eight "Attention Is All You Need" authors (CNBC) Subscribe to the ad-free feed.

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