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    News

    Tech Brew Ride Home

    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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    Copyright: © Ride Home Media

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    Latest Episodes:
    Is TikTok’s Algo Changing? Jan 27, 2026
    Show notes

    I think we have to gird ourselves for a slew of Chinese AI releases in the coming weeks. Are AI inspired layoffs poised to sweep the tech industry? Meta goes with subscriptions. Uber wants to train AI for others. And Dario Amodei has a pretty stark warning about AI.

    • China’s Moonshot Unveils AI Model Ahead of DeepSeek Release (Bloomberg)
    • Pinterest laying off 15% of workforce in push toward AI roles and teams (CNBC)
    • TikTok says a power outage caused a 'cascading systems failure' that messed up its algorithm (BusinessInsider)
    • Meta to test premium subscriptions on Instagram, Facebook, and WhatsApp (TechCrunch)
    • Uber launches an ‘AV Labs’ division to gather driving data for robotaxi partners (TechCrunch)
    • Thread On The Amodei Essay @aakashgupta

    Now We Have The Clawdbot Jan 26, 2026
    Show notes

    Did you even notice that new TikTok privacy policy over the weekend? AirTags finally have a second generation. Microsoft confirms it will give out your BitLocker recovery keys if you’re silly enough to store them with them. And let me introduce you to Clawdbot. Since you can’t see the spelling, you won’t understand how this is different until I explain.

    • TikTok Is Now Collecting Even More Data About Its Users. Here Are the 3 Biggest Changes (Wired)
    • Apple launches AirTag 2 with improved range, louder speaker, more (9to5Mac)
    • EU opens formal probe into Musk’s xAI over Grok deepfakes (FT)
    • Latest ChatGPT model uses Elon Musk’s Grokipedia as source, tests reveal (The Guardian)
    • Microsoft Gave FBI Keys To Unlock Encrypted Data, Exposing Major Privacy Flaw (Forbes)
    • Clawdbot Showed Me What the Future of Personal AI Assistants Looks Like (MacStories)

    MAYBE TikTok Is A Done Deal (This Time?) Jan 23, 2026
    Show notes

    Ok, ok, maybe the whole TikTok thing is a done deal at long last? Amazon is planning another major round of layoffs. Are Epic Games and Google doing an end-run around the judge? Capital One acquires Brex. And, of course, The Weekend Longreads Suggestions.

    • Trump’s TikTok deal is a gift to China (FT)
    • Exclusive: Amazon plans thousands more corporate job cuts next week, sources say (Reuters)
    • Epic and Google have a secret $800 million Unreal Engine and services deal (The Verge)
    • Apple Expands Hardware Chief's Role (Bloomberg)
    • Capital One Strikes $5.15 Billion Deal for Fintech Brex (WSJ)

    Weekend Longreads Suggestion:

    • Russia, Ukraine and the race for Chinese drone components (FT)

    Apple’s Wearable AI Pin Jan 22, 2026
    Show notes

    Apple is developing their own AI wearable, the size of an AirTag. Anthropic overhauls Claude’s constitution. South Korea is the latest place to ride the AI rocket ship. And I think I know why your boss thinks AI is the solution to everything: it’s the solution to all of the work THEY have to do.

    • Apple Developing AI Wearable Pin (The Information)
    • Anthropic rewrites Claude’s guiding principles—and entertains the idea that its AI might have ‘some kind of consciousness or moral status’ (Fortune)
    • Jeff Bezos’ Blue Origin launches satellite internet service to rival SpaceX, Amazon (CNBC)
    • South Korean leader celebrates ‘Kospi 5,000’ moment as stock market soars (FT)
    • CEOs Say AI Is Making Work More Efficient. Employees Tell a Different Story. (WSJ)

    Elon Says: IPO NOW! Jan 21, 2026
    Show notes

    Anthropic continues to project strength in the AI race. How OpenAI is rolling out ads on ChatGPT. Netflix wants to become TikTok faster than TikTok can become them. YouTube wants to have it both ways when it comes to AI. And Elon wants SpaceX to win the great IPO race of 2026.

    • Anthropic’s CEO stuns Davos with Nvidia criticism (TechCrunch)
    • OpenAI rolls out age prediction on ChatGPT (Reuters)
    • OpenAI Lines Up Advertisers, Reveals Key Details Ahead of Ads Launch (The Information)
    • Netflix Is Testing Vertical Video Features For Mobile (THR)
    • YouTubers will be able to make Shorts with their own AI likenesses (The Verge)
    • YouTube CEO Neal Mohan’s Big Ideas for 2026: More Superstar Creators and Transparency, Less AI Slop (THR)
    • Why Elon Musk Is Racing to Take SpaceX Public (WSJ)

    The “Assistant Axis” Jan 20, 2026
    Show notes

    Netflix ups its bid with all cash. Sony is spinning off its legendary TV business with TCL. One of the biggest seed rounds I’ve ever heard of. Reels continues to win for Zuck. And let me introduce you to the “Assistant Axis” and what it might mean for AI.

    • Netflix revises its offer for Warner Bros. Discovery. Now, it’s all cash (CNN)
    • Sony’s TV business is being taken over by TCL (The Verge)
    • An A.I. Start-Up Says It Wants to Empower Workers, Not Replace Them (NYTimes)
    • Most of Instagram’s ads ran on Reels in 2025, data shows (CNBC)
    • Anthropic Uncovers AI Personality Crisis as Models Secretly Switch Identities (eWeek)

    Ads Come To ChatGPT Jan 19, 2026
    Show notes

    Ads are finally coming to ChatGPT. Why everyone online can’t stop talking about going on Claude benders. Elon’s case against OpenAI moves forward again. The Thinking Machines saga roils on again. And the big movie about AI every is apparently watching.

    • OpenAI brings advertising to ChatGPT in push for new revenue (FT)
    • OpenAI's Revenue Soars Past $20 Billion After 233% Jump—But Explosive Growth Comes With Massive Compute Costs And A $17 Billion Burn Rate (Benzinga)
    • Claude Is Taking the AI World by Storm, and Even Non-Nerds Are Blown Away (WSJ)
    • ‘No Reasons to Own’: Software Stocks Sink on Fear of New AI Tool (Bloomberg)
    • Musk Seeks Up to $134 Billion Damages From OpenAI, Microsoft (Bloomberg)
    • Thinking Machines Exodus Tests Investor Appetite for a $50 Billion Valuation (The Information)
    • There’s a Hit Movie Set Deep Inside an AI Lab—and It Will Give You Goosebumps (WSJ)

    I’m Calling It: The Metaverse Is Over Jan 16, 2026
    Show notes

    More fallout from the Thinking Machines stuff. I’m officially calling it: I think the Metaverse is over, at least at Meta. Cloudflare continues to make an effort to protect the web and creators from AI strip mining. And, of course, the weekend longreads suggestions.


    Ain’t No Drama Like AI Industry Drama Jan 15, 2026
    Show notes

    Apparently their ain’t no drama like AI industry drama, proven once again by some high-profile defections from Thinking Machine Labs. Grok says it’s cleaned up its act. TSMC is winning thanks to AI. More price rises from Spotify. And why is Ireland missing out on the AI datacenter boom?

    • Two Thinking Machines Lab Cofounders Are Leaving to Rejoin OpenAI (Wired)
    • Grok was finally updated to stop undressing women and children, X Safety says (ArsTechnica)
    • TSMC delivers another record quarter as profit jumps 35% fueled by robust AI chip demand (CNBC)
    • Ireland Is Trying to Get Back on the Data Center Bandwagon (Bloomberg)
    • Spotify Raises Premium Subscription Prices in US to $13 a Month (Bloomberg)

    NOT Alright, Alright, Alright Jan 14, 2026
    Show notes

    Nvidia can officially sell its chips in China, but not if China doesn’t let anyone buy them. Tesla will stop selling FSD beginning next month. Matthew McConaughey says NOT alright alright alright to unauthorized AI use of his voice. And another story about how AI is disrupting the consultancy game.

    • Exclusive: China's customs agents told Nvidia's H200 chips are not permitted, sources say (Reuters)
    • Meta is closing down three VR studios as part of its metaverse cuts (The Verge)
    • Tesla Driver-Assist System FSD Will Switch to Subscription-Only, Musk Says (Bloomberg)
    • Matthew McConaughey Trademarks Himself to Fight AI Misuse (WSJ)
    • Microsoft’s Spending on Anthropic AI Is on Pace to Hit $500 Million (The Information)
    • Apple Struggling With Key Material Shortage as AI Chips Drain Supply (MacRumors)
    • McKinsey challenges graduates to use AI chatbot in recruitment overhaul (FT)

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