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Sep 2025
20m 44s

Gemini’s Suddenly The #1 App In All The ...

Morning Brew
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Today
The AI Superbowl
Sam Altman assures staff that OpenAI has a good week, but is Anthropic definitively growing faster at this point? Is the CapEx spend about to eat ALL of Silicon Valley’s free cashflow while Apple sits out the party? And the Crypto.com guy runs the same playbook but now with Ai.co ... Show More
20m 39s
Feb 6
Piracy Is Back!
Claude Opus 4.6 arrives to crown Anthropic’s very good week, at least, for them it was good. You thought tech was spending big to build out for AI, but this week we’ve seen how big. Crypto seems to have really hit a sharp bear market. And in the Weekend Longreads Suggestions, tv ... Show More
22m 15s
Feb 5
Is Software Eating The World Being Eaten By AI?
Alphabet earnings. Claude goes to the Superbowl. Why AI brand loyalty isn’t even remotely a thing yet. And is the whole Marc Andreessen theory of software eating the world in the process of being eaten by AI? Wall Street is worried about that very scenario. Google set to double A ... Show More
23m 43s
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