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
Is TikTok’s Algo Changing?
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 Moons ... Show More
20m 57s
Jan 26
Now We Have The Clawdbot
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 se ... Show More
21m 2s
Jan 23
MAYBE TikTok Is A Done Deal (This Time?)
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 ... Show More
20m 59s
Recommended Episodes
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
Jan 2025
DeepSeeking Power: China’s AI Gambit
A little-known Chinese AI startup just sent shockwaves through the global tech world—wiping off $593 billion from the market value of one of the world’s most valuable companies and challenging Silicon Valley’s dominance. How did DeepSeek, a newcomer, manage to rattle AI behemoths ... Show More
28m 53s
Mar 2025
Trump's confusing crusade against Big Tech
Starlink is in the White House, Siri is still bad, Pebble is back, up is down, everything is chaos. In this episode, Nilay and David start the show by running through some big gadget news, from a Siri-related shakeup at Apple to the new Google Pixel 9A. After that, The Verge's La ... Show More
1h 50m
Jan 2025
China's shocking DeepSeek AI pops US Big Tech monopoly bubble
The Chinese company DeepSeek shocked the West with a groundbreaking open-source artificial intelligence model that beats huge Silicon Valley Big Tech monopolies. The US government is already trying to ban it, using "national security" as an excuse. Ben Norton explains. VIDEO: htt ... Show More
27m 31s
Jun 2025
China’s largest data leak exposes billions.
Researchers discover what may be China’s largest ever data leak. CrowdStrike cooperates with federal authorities following last year’s major software bug. A researcher discovers over half a million sensitive insurance documents exposed online. Microsoft offers free cybersecurity ... Show More
27m 43s
Sep 2025
20VC: OpenAI and Anthropic Will Build Their Own Chips | NVIDIA Will Be Worth $10TRN | How to Solve the Energy Required for AI... Nuclear | Why China is Behind the US in the Race for AGI with Jonathan Ross, Groq Founder
<p dir="ltr">Jonathan Ross is the Founder & CEO of Groq, the AI chip company redefining inference at scale. Under his leadership, Groq has raised over $3B from top investors. The company has reached a valuation of nearly $7B, positioning itself as one of NVIDIA's most formidable ... Show More
1h 21m
Oct 7
AMD's Chip Deal With OpenAI Triggers Explosive Rally
AMD CEO Lisa Su and OpenAI President Greg Brockman join Bloomberg Tech to weigh in on the two companies' deal to roll out AI infrastructure, a pact the chipmaker said could generate tens of billions of dollars in new revenue. Plus, White House AI and Crypto Czar David Sacks defen ... Show More
45m 21s
Oct 2024
Tech News: Tesla Fails to Wow Investors at We, Robot Event
This week, Elon Musk held his delayed Cybercab event while also showing off a new Robovan concept and Optimus humanoid robots. Investors, however, remain concerned that the event was more show than business. Also, Chinese hackers exploited backdoor access points to major Internet ... Show More
20m 16s
May 2025
Meta & Microsoft Rekindle The AI Trade
MRKT Matrix - Thursday, May 1st Stocks rise to kick off May as Microsoft, Meta rekindle AI trade (CNBC) Forget GDP. It’s the Jobs Report That Matters. (WSJ) Markets Set for Shock From Disappearing Chinese Goods (Bloomberg) Wells Fargo says S&P 500 could retest the lows (CNBC) Sum ... Show More
10m 53s