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Luoja: Morning Brew

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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Kimi K3

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 dugo...

2026-07-17 20:45:00 1198
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The Delivery Space Consolidates

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...

2026-07-16 20:04:00 1203
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PayPal On The Block?

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...

2026-07-15 21:41:00 1352
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Let's Regulate This AI Stuff?

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, Spoti...

2026-07-14 21:59:00 1195
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Apple Sues OpenAI

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 ex...

2026-07-13 23:21:00 1243
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The New GPT

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...

2026-07-10 21:42:00 1299
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The Day Of All The Models

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-du...

2026-07-09 20:17:00 1262
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China (AI) Rising

China (AI) Rising

Chinese AI models grabbed over 30% of US token use as Beijing weighed curbing access. Anthropic expanded Cowork to mobile and web, Meta launched its f...

2026-07-08 10:32:00 1282
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Xbox Decimated By Layoffs

Xbox Decimated By Layoffs

Microsoft laid off ~4,800 employees and gutted Xbox by 3,200 jobs while divesting five studios. Samsung's profit rocketed past Nvidia's, Meta faced a...

2026-07-07 19:27:00 1340
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(BNS) Using AI To Manage Your Back Yard

(BNS) Using AI To Manage Your Back Yard

This is the article we reference in the conversation:

My yard is dying, so I made an app for that (The Verge)
Learn more about your...

2026-07-06 07:04:00 2453
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(BNS) How I Used AI To Transform My Job

(BNS) How I Used AI To Transform My Job

In the fast-paced world of live sports broadcasting, the role of a vision mixer is crucial yet often overlooked. Today, we’re diving into the insights...

2026-07-03 09:27:00 4177
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OpenAI To Give It Away?

OpenAI To Give It Away?

OpenAI floated giving the US government a 5% stake to court the Trump administration. Nvidia promised to backstop cloud providers for a revenue cut, S...

2026-07-02 20:18:00 1341
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NOW Fable's Back?

NOW Fable's Back?

Anthropic said Commerce lifted export controls on Fable 5 and Mythos 5, restoring access Wednesday, and launched Sonnet 5. Sony is ending PlayStation...

2026-07-01 19:14:00 1240
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Comcast Spins Out

Comcast Spins Out

Comcast moved to spin off NBCUniversal and Sky into a new public company. The Supreme Court limited geofence warrants, Australia sued Amazon over Prim...

2026-06-30 19:52:00 1224
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Mythos Back?

Mythos Back?

The US lifted its block on Anthropic's Mythos 5, clearing it for 100+ institutions. Researchers said China's GLM-5.2 matches US models on security bug...

2026-06-29 20:18:00 1265
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OpenAI To Delay Its IPO?

OpenAI To Delay Its IPO?

OpenAI leaned toward delaying its IPO to 2027 rather than budge from Altman's $1T valuation, rattling tech stocks. The government had OpenAI stagger G...

2026-06-26 19:29:00 1266
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Hope You Weren't Putting Off Buying A Mac

Hope You Weren't Putting Off Buying A Mac

Apple hiked Mac and iPad prices 15-25% on the memory crunch; iPhones held steady. Anthropic accused Alibaba of distilling Claude 28.8 million times. I...

2026-06-25 21:33:00 1328
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GTA Now

GTA Now

Rockstar finally priced GTA VI at $79.99 and set a November 19 release, with preorders tonight. OpenAI and Broadcom unveiled their Jalapeño inference...

2026-06-24 19:32:00 1335
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Moar Meta Glasses

Moar Meta Glasses

Meta launched $299 in-house Adventurer and Fury smart glasses plus a $399 Kylie Jenner Starfire. Trump signed two quantum-computing executive orders....

2026-06-23 20:50:00 1273
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Acqui-Investing

Acqui-Investing

Meta poured $900M into India's Cred and tapped founder Kunal Shah to run WhatsApp. Google lost Nobel winner John Jumper to Anthropic. Getty soared on...

2026-06-22 20:55:00 1332
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GTA VI, Finally, Finally Coming?

GTA VI, Finally, Finally Coming?

Intel stock popped after Trump said Apple agreed to build chips with it in America. Waymo yanked its robotaxis off highways over construction-zone blu...

2026-06-19 18:10:00 1274
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The Chip-pocalypse Comes For Apple

The Chip-pocalypse Comes For Apple

Tim Cook warned Apple price hikes are unavoidable as AI gobbles up memory chips. Noam Shazeer bolted from Google to OpenAI. Midjourney unveiled a biza...

2026-06-18 18:49:00 1236
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Snap Specs

Snap Specs

Snap unveiled its $2,195 standalone Specs AR glasses. Google rolled out Android 17 and Wear OS 7. Trump officials mulled equity stakes in AI firms, Ap...

2026-06-17 21:16:00 1222
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SpaceX Pounces On Cursor

SpaceX Pounces On Cursor

SpaceX is acquiring Cursor for $60B days after its blockbuster IPO, as its stock soared 20% on day one. Anthropic's standoff with the Trump administra...

2026-06-16 16:25:00 1276
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Fable Thrown Under The Bus

Fable Thrown Under The Bus

Anthropic sent staff to DC to resolve the Mythos 5 export crisis after Amazon's Jassy reportedly helped trigger the federal block. Fox is buying Roku...

2026-06-15 19:43:00 1228
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The SpaceX IPO

The SpaceX IPO

SpaceX priced the biggest IPO ever at $135/share, raising $75B and debuting at $1.77T. ShinyHunters exploited an unpatched Oracle PeopleSoft flaw hitt...

2026-06-12 19:46:00 1213
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A Claude Clawback

A Claude Clawback

Anthropic backtracked on secretly degrading Fable 5 for AI researchers after fierce backlash. OpenAI considers drastic token price cuts anticipating w...

2026-06-11 21:33:00 1227
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Elon Hype Works For One Business, Not The Other

Elon Hype Works For One Business, Not The Other

The CFTC proposed prediction market rules banning bets on war and assassinations. SpaceX drew $250B+ in IPO demand far beyond its $75B target. Microso...

2026-06-10 19:35:00 1201
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Claude Fable 5

Claude Fable 5

Anthropic released Claude Fable 5, a guardrailed Mythos-class model, to the public and Mythos 5 to trusted partners. OpenAI confidentially filed for a...

2026-06-09 22:34:00 1250
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WWD-See... Anything?

WWD-See... Anything?

Apple unveiled Siri AI at WWDC, built on Google's Gemini, launching in beta with no firm date. Google signed a $920M/month SpaceX compute deal, Trump...

2026-06-08 23:40:00 1340
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The Bots Have Won The Web!

The Bots Have Won The Web!

Bots passed human web traffic for the first time, per Cloudflare's CEO. The S&P 500 rejected fast-entry for mega-cap IPOs like SpaceX. Anthropic embed...

2026-06-05 21:27:00 1259
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Small And Open Source Still Has A Horse In This Race

Small And Open Source Still Has A Horse In This Race

Google released Gemma 4 12B, a multimodal model that runs locally on 16GB devices. TSMC's CEO warned chip supply won't meet demand for years. Ramp rai...

2026-06-04 22:05:00 1319
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Microsoft Build

Microsoft Build

Microsoft dominated Build with Scout, an always-on Teams agent, the Surface RTX Spark Dev Box, its first reasoning model MAI-Thinking-1 aimed squarely...

2026-06-03 21:54:00 1172
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What Will These IPOs Do To The Stock Market?

What Will These IPOs Do To The Stock Market?

Anthropic confidentially filed for an IPO that could come as soon as this fall, joining SpaceX and OpenAI in a $4T listing parade. Anthropic expands M...

2026-06-02 21:35:00 1322
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Interviewing For A Job At Anthropic? DON’T Use AI.

Interviewing For A Job At Anthropic? DON’T Use AI.

Nvidia unveiled the RTX Spark, an Arm-based consumer chip family built with MediaTek on TSMC 3, plus a DGX Station desktop that runs 1T-parameter mode...

2026-06-01 20:26:00 1306
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Portfolio Profile: Sora

Portfolio Profile: Sora

Find out more about Sora here.

Find out more about the Ride Home Fund here.
Learn more about your ad choices. Visit megaphone.fm/ad...

2026-05-31 08:16:00 2784
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New Claude, New Realities

New Claude, New Realities

Anthropic dropped Opus 4.8 with dynamic workflows for Claude Code and raised $65B at a $965B valuation, overtaking OpenAI. Blue Origin's New Glenn exp...

2026-05-29 21:12:00 1450
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RAMpocalypse Now!

RAMpocalypse Now!

Valve hiked Steam Deck prices by up to $300 as RAMageddon hits consumer electronics. Bloomberg detailed Apple's Siri overhaul ahead of WWDC, Meta roll...

2026-05-28 19:58:00 1268
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What If GPT-5.5 Is Actually Way Ahead?

What If GPT-5.5 Is Actually Way Ahead?

Robinhood launched agentic stock trading, letting users link Claude or Cursor to dedicated accounts. Micron hit $1T market cap in record time on AI me...

2026-05-27 21:32:00 1268
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The Pope Gets AI Religion

The Pope Gets AI Religion

Pope Leo XIV released his AI encyclical alongside Anthropic co-founder Chris Olah. Huawei claims it can match 1.4nm chips by 2031, China imposed trave...

2026-05-26 21:55:00 1170
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