Mon. 02/17 – Folks Are Circling Intel
Tech Brew Ride Home17 Helmi 2025

Mon. 02/17 – Folks Are Circling Intel

The vultures are circling Intel, if that’s not too aggressive an analogy. OpenAI’s board officially rejects Elon’s bid. Zelle is quietly the biggest player in P2P payments. Everybody wants to go after robotics as the next big thing. And why over a thousand tech unicorns are in trouble. Sponsors: QualiaLife.com/ride and code RIDE at checkout Links: TSMC Considers Running Intel’s US Factories After Trump Team Request (Bloomberg) Broadcom, TSMC Weigh Possible Intel Deals That Would Split Storied Chip Maker (WSJ) OpenAI Rejects Elon Musk’s $97.4 Billion Bid for Control of the Company (NYTimes) Zelle payments top $1 trillion in 2024 as network’s growth outpaces rivals including PayPal (CNBC) TikTok Grabs Market Share From Shein Despite Looming Risks (Bloomberg) Meta Plans Major Investment Into AI-Powered Humanoid Robots (Bloomberg) Apple and Meta Are Set to Battle Over Humanoid Robots (Bloomberg) The Unicorn Boom Is Over, and Startups Are Getting Desperate (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices

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Tipping Point In The AI Horse Race?

Tipping Point In The AI Horse Race?

Anthropic’s new deal with Google and Broadcom (and some newly released numbers) might be the tipping point in a couple of AI Horse Races. The gold rush/landgrab in the world model space. The dubious g...

7 Huhti 23min

Ain’t No Drama Like AI Drama

Ain’t No Drama Like AI Drama

There might be... and I know this is going to shock you... some drama going on over at OpenAI. Why is Anthropic cutting off Claude access to OpenClaw? Why are VCs covering the rent for founders who dr...

6 Huhti 22min

The Biography Of Demis Hassabis

The Biography Of Demis Hassabis

This episode explores the fascinating journey of Demis Hesabis and the development of AI through the lens of Sebastian Malaby's book, The Infinity Machine. We delve into the minds of AI pioneers, thei...

3 Huhti 53min

SpaceX Is Ready For IPO Liftoff

SpaceX Is Ready For IPO Liftoff

SpaceX is officially kicking off the year of the biggest IPOs ever. More job cuts and more signs AI is the cause, in one way or another. Microsoft makes its first public moves to divorce itself from O...

2 Huhti 23min

Anthropic’s Laundry Has Been Aired

Anthropic’s Laundry Has Been Aired

OpenAI closes a monster round, but does Anthropic continue to steal their thunder? Is that Anthropic code leak from yesterday a bigger deal for them than I thought it was? What can happen when all the...

1 Huhti 19min

Will Iran Target Tech?

Will Iran Target Tech?

Is the Iran war coming for US tech companies specifically? Meta unveils new smartglasses. A leak gives us a look at how Claude Code works. SpaceX is losing contact with satellites for reasons we don’t...

31 Maalis 19min

Is AI About To Get More Expensive

Is AI About To Get More Expensive

With everyone suddenly chasing Anthropic, are we getting strong signals AI is about to get more expensive? The dream of pairing AI models against each other and asking them to fight. We really are get...

30 Maalis 20min

AI Step-Change Alert!

AI Step-Change Alert!

Is Anthropic about to release an AI model that will be a true step change? Is Apple about to open Siri up to everyone, not just ChatGPT? Is OpenAI already making serious bank from Ads? Is Elon trying ...

27 Maalis 21min

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