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Oct 2025
20m 11s

The AI Concern Committee Is Back

Morning Brew
About this episode
More on the circular nature of the recent AI deals. AI now accounts for more debt issuance than US banks. AI companies consider using the billions they’ve raised to pay off lawsuits since they can’t get insurance. Another way OpenAI is the new Microsoft. And at the end? Look at that! A non-AI story! OpenAI, Nvidia Fuel $1 Trillion AI Market With Web of ... Show More
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Yesterday
Anthropic Doesn't Hate Open Weights, Says Anthropic.
Dario Amodei said Anthropic never backed an open-weights ban, pitching mandatory safety tests instead as OpenAI and Google signed on. Altman headed to Washington, Korea's KOSPI cratered 11% on AI jitters, Apple launched Klarna leasing, and shipped 194 CVE fixes. Anthropic wants t ... Show More
19m 52s
Jul 27
Nvidia On The March
Nvidia committed $5B to Ilya Sutskever's SSI and weighed a $250B backstop for OpenAI's Ohio megaproject. CXMT soared 466% in its debut, Amazon filed for 5,105 satellites, Apple delayed AI glasses, and Peacock landed on YouTube Premium. Sources: Nvidia has committed to invest $5B ... Show More
20m 4s
Jul 24
Stripe Wants To Buy Everything
Stripe was in talks to buy OpenRouter for as much as $10B while still chasing PayPal. Midjourney bought astrology app Co-Star, Meta launched Facebook Verified and a standalone Seller app, and Nvidia and Microsoft defended open-weight AI. Sources: Stripe is in talks to acquire Ope ... Show More
20m 5s
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