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20m 57s

Did Apple's New CEO Fumble His Debut?

Morning Brew
About this episode
Apple beat estimates in John Ternus’s first earnings call, but memory costs loomed. Investors told Anthropic to price its IPO near $1.5T. Google banned a TV box maker for preloading malware. Binance detailed its $6.3B hack. Anthropic said RSI might be imminent. Apple reports Q4 revenue up 12% YoY to $114.48B, above $113.39B est., China revenue up 21% to ... Show More
Up next
Today
Did the Election Just Stall the AI Build-Out?
Democrats swept Texas, Georgia and Ohio governorships on data center moratorium pledges, putting AI buildout billions at risk. Apple opened Siri AI to every developer, Google said it would turn K-12 AI off by default, and Revolut cut coding costs 90%. Democratic gubernatorial win ... Show More
21m 27s
Nov 2
OpenAI Can't Hit Its Target
OpenAI cut its funding round to about $20B at a $1.25T valuation as the AI selloff spooked investors. Anthropic’s S-1 showed nearly $17B in quarterly revenue, Marvell agreed to buy Lumentum for $115B, and Claude Code got game-cloning limits. Sources: OpenAI now seeks ~$20B at a $ ... Show More
21m 24s
Oct 30
How Hackers Drained $6.3B From Binance
Overnight brought the biggest heist in crypto history, as hackers drained $6.3 billion from Binance. Amazon’s AI spending soared while retail growth stalled, Spotify eyed a $5-a-month AI remix tool, and longreads covered El Niño forecasting and old-time fiddlers. Binance says ini ... Show More
22m 21s
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