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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. 5h ago

    It's All China AI All The Time

    Alibaba launched Qwen3.8 Max as Moonshot paused Kimi K3 signups amid demand. The Trump administration weighed a slow squeeze on Chinese AI, Hugging Face used China's GLM-5.2 after US guardrails blocked its breach forensics, and Google built a Gemini chip. Alibaba launches a 2.4T parameter Qwen3.8 Max preview that it says rivals frontier AI models and is second only to Fable 5, plans to make it "open-weight soon" (Bloomberg) The Trump administration has reportedly explored sanctions, security warnings, and executive-order requirements since 2025 to build a slow, durable squeeze on Chinese AI models instead of pursuing an outright ban (The Decoder) Ben Thompson argues the market reaction to Kimi and other Chinese models is overblown, since it's compute scarcity — not a real Chinese cost advantage — that's keeping frontier-model prices high (Stratechery) Hugging Face says it used the open-weight GLM-5.2 hosted on its own compute for breach forensics, after US frontier model safety guardrails blocked the requests (The Stack) Sources: Google is developing a specialized server chip, informally dubbed "Frozen v2", that integrates its Gemini AI model blueprint into the silicon, for 2028 (The Information) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices

  2. 3d ago

    Kimi K3

    Moonshot AI released Kimi K3, a 2.8T-parameter model it says rivals Opus 4.8 and GPT-5.5. Google fell months behind on Gemini 3.5 Pro, MLB banned dugout iPads from accessing GenAI for in-game calls, and The Verge tested Siri AI. Moonshot AI releases Kimi K3, a 2.8T-parameter AI model that it says rivals Claude Opus 4.8 and GPT-5.5, and plans to release its full model weights by July 27 (VentureBeat) Sources: Google is months behind schedule on delivering Gemini 3.5 Pro as it tries to improve its capabilities, particularly in coding; GOOG closes down 4.43% (Bloomberg) Memo: MLB bans the use of league-provided dugout iPads to access GenAI for in-game strategy calls; sources say at least a third of teams used AI this way (The Athletic) Longreads The Verge spends a month testing Siri AI in the iOS 27 public beta, finding it's already reshaping how people use their iPhone, though it can't yet reach non-Apple apps (The Verge) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices

  3. 4d ago

    The Delivery Space Consolidates

    Uber agreed to acquire Delivery Hero for ~$14.8B, expanding into 99 markets. Thinking Machines released its first open-weight model, Inkling, SpaceXAI open-sourced Grok Build after a data-upload backlash, and sources detailed xAI's chaotic race to catch Claude under new leadership. Uber agrees to acquire Delivery Hero in a deal that values the German food delivery company at ~$14.8B, offering €41.50 per share and buying Prosus' 16.8% stake (Bloomberg) Thinking Machines Lab debuts Inkling, an open-weight MoE model with 975B total and 41B active parameters, trained to be broad rather than optimized for one area (Thinking Machines Lab) Thinking Machines Lab debuts Inkling, an open-weight MoE model with 975B total and 41B active parameters, trained to be broad rather than optimized for one area (WSJ) SpaceXAI open-sources Grok Build under an Apache 2.0 license, after the tool uploaded user repositories to SpaceXAI's Google Cloud bucket, causing a backlash (Simon Willison) SpaceXAI open-sources Grok Build under an Apache 2.0 license, after the tool uploaded user repositories to SpaceXAI's Google Cloud bucket, causing a backlash (The Decoder) Sources detail how xAI has been slowed down by internal chaos as Musk pushed for Grok to match Claude, amid signs it is turning a corner under Michael Nicolls (Bloomberg) Sources: Apple is preparing new iPads, including an iPad mini with an OLED screen by October and refreshed entry-level iPads and iPad Airs for 2027 (Bloomberg) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices

  4. 5d ago

    PayPal On The Block?

    New York became the first state to pause new data center permits, worrying the AI industry. Stripe and Advent offered $53B+ for PayPal, OpenAI's first device leaked as a screen-free speaker, and PrismML shrank a model to run on iPhones. AI advocates fear New York's moratorium on new data centers could embolden Democrats to enact more state restrictions and seize on the issue in the midterms (Politico) Sources: Stripe and PE firm Advent have jointly offered $60.50/share to acquire PayPal, a 28% premium to Tuesday's close, valuing it at $53B+; PYPL jumps 15%+ (Reuters) Sources: OpenAI's first device will be a moveable, screen-free smart speaker with a camera and sensors, meant to serve as an AI companion that taps into ChatGPT (Bloomberg) OpenAI says Apple's claim that OpenAI never responded to its concerns is false; emails: an Apple lawyer mixed up two OpenAI staffers in Apple's initial outreach (NBC News) OpenAI says Apple's claim that OpenAI never responded to its concerns is false; emails: an Apple lawyer mixed up two OpenAI staffers in Apple's initial outreach (9to5Mac) PrismML launches Bonsai 27B, a model based on Qwen3.6 27B that it says runs natively on Apple devices via MLX; its CEO says Apple is evaluating the tech (CNBC) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices

  5. 6d ago

    Let's Regulate This AI Stuff?

    Demis Hassabis proposed a US-based frontier AI standards body modeled on FINRA. IBM's stock cratered 20% on a Q2 miss from chip-spending shifts, Spotify launched a voice-control feature, Kalshi debuted an AI compute forward curve, and Anthropic studied Claude's values. Demis Hassabis proposes a US-based Standards Body for "Frontier-class" AI, modeled after FINRA; labs would share models for review up to 30 days before release (X) Demis Hassabis proposes a US-based Standards Body for "Frontier-class" AI, modeled after FINRA; labs would share models for review up to 30 days before release (The Verge) IBM reports preliminary Q2 revenue up 1% YoY to $17.2B, below $17.9B est., as CEO Arvind Krishna says customers are shifting spending to chips; IBM falls 20%+ (Bloomberg) Spotify launches a Talk to Spotify feature that lets users create playlists and more, rolling out in beta to Premium users 18+ in the US, Ireland, and Sweden (Engadget) Kalshi launches a forward curve tool for AI compute, using event contracts to track the future rental costs of GPUs, storage, and memory (Bloomberg) Simulating everything, sort of: The promise and limits of world models (Ars Technica) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices

  6. Jul 13

    Apple Sues OpenAI

    Apple sued OpenAI, alleging ex-employees stole trade secrets for its hardware push. Twelve states sued to block the Paramount-WBD merger, Anthropic extended free Fable 5 access as rivals raced on price, and Meta killed its Instagram AI opt-out feature. Apple sues OpenAI, alleging that ex-Apple employees stole "Apple's trade secrets for the benefit of OpenAI", and says OpenAI never responded to its concerns (9to5Mac) A coalition of 12 states led by California files an antitrust lawsuit to block Paramount's WBD merger, alleging it lessens competition in three markets (Variety) Anthropic says it is extending Claude Fable 5 access on all paid plans, as well as keeping Claude Code's weekly rate limits 50% higher, through July 19 (Economic Times) OpenAI, Meta, and SpaceXAI are racing to offer more cost-efficient AI models as enterprise customers, stung by "tokenmaxxing" bills, scrutinize their AI spending (Bloomberg) Meta says it will discontinue a feature that allowed users to generate images in Meta AI using public Instagram accounts, following days of criticism (Variety) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices

  7. Jul 10

    The New GPT

    OpenAI broadly released GPT-5.6 and launched ChatGPT Work, targeting Anthropic. Fidji Simo stepped down from OpenAI citing health, the EU found Meta's "addictive design" violates the DSA, Polymarket sought margin trading approval, and SK Hynix debuted on Nasdaq raising $26.5B. OpenAI broadly releases GPT-5.6, and launches ChatGPT Work, an AI agent that can gather context across apps and files to create documents, on macOS and Windows (Axios) OpenAI broadly releases GPT-5.6, and launches ChatGPT Work, an AI agent that can gather context across apps and files to create documents, on macOS and Windows (TechCrunch) Fidji Simo, OpenAI's CEO of AGI Deployment, says she will step down and become a part-time adviser after her medical condition worsened; Simo joined in August (WSJ) In preliminary findings, the EU Commission said Facebook's and Instagram's "addictive design" violates the DSA, telling Meta to make changes or risk hefty fines (NYT) Filing: Polymarket is seeking CFTC approval to offer margin trading in the US, a move that would let users bet on events with less capital upfront (Bloomberg) SK Hynix raises $26.5B in the largest ever US market debut by a foreign company, selling 177.9M ADRs for $149 each; the sale was more than 7x oversubscribed (Bloomberg) SK Hynix raises $26.5B in the largest ever US market debut by a foreign company, selling 177.9M ADRs for $149 each; the sale was more than 7x oversubscribed (CNBC) Xreal launches $299 A01 Plus AR glasses, weighing just 62 grams and featuring 1080p micro OLED panels with a 120Hz refresh rate and a 50-degree field of view (The Verge) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices

  8. Jul 9

    The Day Of All The Models

    SpaceXAI debuted Grok 4.5 with Cursor, targeting Opus-level performance at lower cost. Meta launched Muse Spark 1.1 via API, OpenAI rolled out full-duplex GPT-Live voice models, PrismML ran the largest AI model on an iPhone, and Character.AI launched AI microdramas. SpaceXAI debuts Grok 4.5, its first model built in partnership with Cursor, designed to "handle difficult, long-running tasks" across finance, legal, and coding (Bloomberg) Meta releases Muse Spark 1.1, capable of more advanced coding and a "step-change" from the first generation, available to US developers via a public API preview (The Verge) OpenAI launches GPT-Live, new voice models powering ChatGPT Voice and built on a full-duplex architecture, meaning they can listen and speak at the same time (OpenAI) OpenAI launches GPT-Live, new voice models powering ChatGPT Voice and built on a full-duplex architecture, meaning they can listen and speak at the same time (VentureBeat) PrismML says it ran a 27B-parameter Qwen 3.6 model on an iPhone 17 Pro, bigger than any prior on-device model; sources: Apple held talks with PrismML about it (The Information) Character.AI launches three human-written, AI-generated microdramas, whose characters users can chat with, and aims to eventually let users make their own shows (TechCrunch) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices

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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.

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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