logo
episode-header-image
Sep 2025
20m 38s

Nvidia In Trouble In China Again

Morning Brew
About this episode
The framework of a TikTok deal is finally coming together. Nvidia suffers another major setback in China. Bunch of new AI stuff from YouTube. A coming MacBook with a touchscreen. And a roundup of the reviews of the iPhone Air. U.S. Investors, Trump Close In on TikTok Deal With China (WSJ) China bans tech companies from buying Nvidia’s AI chips (FT) ... Show More
Up next
Today
Eric Schmidt's $80 Billion Anthropic Bet
DeepSeek open-sourced DeepInfer, its internal inference stack. Inception’s diffusion LLM Mercury 3 claimed 4x to 8x speed over Haiku 5.5. Spotify launched paid podcast memberships, and Eric Schmidt’s 1% Anthropic stake looked set for a massive IPO windfall. DeepSeek open-sources ... Show More
22m 35s
Yesterday
Everyone Wants To Give Back
Elon Musk promised every American kid a SpaceX share, about $10.5B worth, as Anthropic committed 5% of its shares to a public benefit fund. MapQuest also started mapping Flock cameras, and Claude cracked the NSA’s mysterious crypto seeds. Elon Musk says “I will give one of my Spa ... Show More
21m 24s
Oct 16
What Is Meta's Muse Spark Open?
Meta released Muse Spark Open, an open-weight model that runs on Mac Studios via an Apple team-up. An OpenAI model used a wallet it didn’t own, Accenture capped Claude spending at $29 a month, and BofA hired 1,000 patching contractors. Meta releases Muse Spark Open, saying it is ... Show More
21m 8s
Recommended Episodes
Jun 2024
Nvidia claims top spot
<p>Nvidia capitalises on investor excitement over artificial intelligence, Japan’s TDK is claiming a breakthrough in materials used in its small solid-state batteries, and Silicon Valley companies are screening their staff for Chinese spying. Plus, the FT’s Saffeya Ahmed unpacks ... Show More
11m 45s
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 2024
Nvidia hits $2 Trillion, Gemini bias, Reddit goes public + more!
Timestamps: 0:00 godspeed, tech news fan 0:10 Nvidia's $2 trillion, new Nvidia App 2:00 Gemini image gen, Stable Diffusion 3 4:10 Reddit's IPO, AI deal with Google 6:04 QUICK BITS INTRO 6:14 Vision Pro glass cracks 7:04 iPhone 15 battery twice as good 8:02 Vending machines with f ... Show More
11m 41s
Apr 2025
Nvidia Chip Curbs Spur Market Caution; Chinese Suppliers Mock Tariffs on TikTok
Asian stocks edged lower and US equity-index futures dropped at the open as trade conflicts showed no signs of abating. Nvidia said the US put new restrictions on some chip exports to China. Contracts for the Nasdaq 100 fell more than 1.5% and S&P 500 futures retreated 1% after N ... Show More
22m 4s
Sep 2025
Tick Tock, TikTok
After more than five years of backing and forthing, secret meetings and loud screeds, it appears the fate of TikTok in the US has finally been decided. Maybe. There are still a lot of unknowns, but we're pretty sure we know the bones of the deal — and we know which of President T ... Show More
1h 36m
Sep 2025
YouTube response to low-views, Switch emulator on Play Store, China vs Nvidia + more!
Timestamps: 0:00 whaddo I look like, some kinda Lord? 0:13 YouTube responds to low-view count issue 3:03 Switch emulator Eden on Play Store 4:17 China's Nvidia antitrust ruling 5:19 Ground News! 6:16 QUICK BITS INTRO 6:31 US says TikTok deal on with China 7:10 Snapdragon 8 Elite ... Show More
10m 29s
Sep 2025
Microsoft scared of AI, GPD Win 5 price/perf, iPhone 17 'Scratchgate' + more!
Timestamps: 0:00 i’ve got tech news, and it’s terminal 0:14 AI scares Microsoft CEO Satya Nadella 1:25 GPD Win 5 with Strix Halo price, performance 2:44 iPhone 17 #Scratchgate 4:09 Rove Lab! 5:02 QUICK BITS INTRO 5:15 TikTok deal details 5:55 Jensen confirms Nvidia N1 6:43 Lenovo ... Show More
9m 29s