logo
episode-header-image
Aug 2025
22m 15s

China Might Not Need US Chips For Long

Morning Brew
About this episode
China continues to show signs that it might not need American AI chips much longer. A weird story about that big recent Tesla trial ruling. Look, AI being too much of a sycophant is clearly becoming a big problem. And, of course, the Weekend Longreads Suggestions. Links: Alibaba Creates AI Chip to Help China Fill Nvidia Void (WSJ) Tesla said it did ... Show More
Up next
Yesterday
Hey, Want Some Models?
Anthropic shipped Claude Fable and Mythos 5.1 with a 75% cache-price cut, Google countered with Gemini 3.8 Flash, OpenAI teased Astra's public release, a judge spared Google's ad exchange from a sale, and the FBI probed a 153M-license leak. Anthropic releases Claude Fable 5.1, wh ... Show More
21m 26s
Sep 1
An... AI Toothbrush??!!
Tim Cook sent Apple staff a farewell memo on his last day as CEO, the FTC sued Amazon over $20B in hidden ad surcharges, Starman Optical bought GoPro for $285M, Waymo hit three cities, and Dyson made an AI toothbrush. On his last day as CEO, Tim Cook sends a memo to Apple employe ... Show More
21m 30s
Aug 31
50% Toward AI Takeover?
OpenClaw shipped 2.0 with shared sessions that aren't a security boundary. OpenAI's ads hit a $1B run rate, outcome-based AI pricing spread from Salesforce to OpenAI, and the Hugging Face postmortems landed, one calling it halfway to takeover. Links OpenClaw releases OpenClaw 2.0 ... Show More
21m 51s
Recommended Episodes
Apr 2023
Tech News: China Tells AI to Tow the Party Line
China's Cyberspace Administration recommends regulations that would prevent AI from upsetting the country's political apple cart. Plus, why did Elon Musk buy 10,000 GPUs? And Meta employees are having a real morale issue for lots of reasons.See omnystudio.com/listener for privacy ... Show More
33m 20s
Sep 2024
Tesla’s EVs stall in China
<p>Enthusiasm about artificial intelligence masks a recession in the technology sector, and a new exchange traded fund looks specifically for ‘reject’ stocks. Plus, Google heads back to court over fresh antitrust allegations, and Chinese car buyers ditch Tesla for local alternati ... Show More
10m 25s
Feb 2025
AI's Sputnik moment
Chinese startup DeepSeek has upended assumptions about what it will take to fund and fuel the next generation of artificial intelligence. Tech correspondents Jeffrey Dastin and Anna Tong discuss the fallout for Silicon Valley, investors and global politics.   Sign up for the Reu ... Show More
15m 35s
Jul 2025
Why Trump Just Gave China the Keys to A.I.’s Future
<p>In the global fight to dominate A.I., China is quickly catching up to the United States — which is why President Trump barred the tech giant Nvidia from selling its superpowered computer chips to Chinese companies.</p><p>Then, a few days ago, Mr. Trump abruptly changed course. ... Show More
31m 4s