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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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Episodios
  • Tue. 08/12 – Elon To Sue Apple To Get At Sam?

    Tue. 08/12 – Elon To Sue Apple To Get At Sam?
    Aug 12 2025
    Elon says he might take legal action against Apple, but it’s probably his beef with Sam Altman rearing its head once again. A long piece looking at how Jenson won in China, though also, HAS he won WITH China… yet? And is the race to the bottom in AI pricing happening already? Links: Musk says xAI to take legal action against Apple over App Store rankings (Reuters) Tech giants Apple and Google lose landmark court case as federal judge rules they engaged in anti-competitive conduct (ABC) China Urges Firms to Avoid Nvidia H20 Chips After Trump Resumes Sales (Bloomberg) With Billions at Risk, Nvidia CEO Buys His Way Out of the Trade Battle (WSJ) Anthropic offers Claude chatbot to US lawmakers for $1 (FT) Learn more about your ad choices. Visit megaphone.fm/adchoices
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    17 m
  • Mon. 08/11 – Nvidia To Pay The Government To Sell In China

    Mon. 08/11 – Nvidia To Pay The Government To Sell In China
    Aug 11 2025
    Nvidia and AMD are paying the US government 15% of revenue to sell AI chips to China. Remember how with GPT-5, they took away the old models? Well, the old models are back. Some critical analysis of the whole GPT-5 moment. And you know what is finally never coming back? AOL dialup internet. Links: Nvidia and AMD to pay 15% of China chip sale revenues to US government (FT) Trump Bid for Cut of Chip Revenue Risks ‘Dangerous World’ (Bloomberg) Intel CEO Singled Out by Trump to Visit White House on Monday (WSJ) OpenAI Faces Backlash for Retiring Older Models With GPT-5 Launch (PCMag) GPT-5: Overdue, overhyped and underwhelming. And that’s not the worst of it. (Gary Marcus) A BEST CASE SCENARIO FOR AI? (David Sacks) AOL discontinues its dial-up internet, and we're just surprised they even offered it in 2025 (PCGamer) Learn more about your ad choices. Visit megaphone.fm/adchoices
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    20 m
  • (BNS) Could AI Spending Blow Up The Economy? With Paul Kedrosky

    (BNS) Could AI Spending Blow Up The Economy? With Paul Kedrosky
    Aug 9 2025
    I spoke with the great Paul Kedrosky to discuss the significant impact of AI capital expenditure (CapEx) on the economy, exploring how it contributes to GDP growth and the implications of this spending. Qw delve into the rapid growth of AI-related investments, the short lifespan of data centers, and the potential risks associated with this economic phenomenon. 00:00 The Impact of AI Capital Expenditure on the Economy 09:34 The Dynamics of Data Center Investments 19:39 Debt Financing and Its Implications 30:09 Potential Risks and Future Outlook for AI Investments Articles mentioned on this episode: Paul Kedrosky: Honey AI Capex Ate The Economy Chris Mims in the WSJ Noah Smith Learn more about your ad choices. Visit megaphone.fm/adchoices
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    41 m
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