AI One-Upsmanship

AI One-Upsmanship

Author: Morning Brew May 22, 2026 Duration: 23:16
Quantum computing stocks surged after the US announced $2B in grants with equity stakes. Spotify jumped 13% on 2030 guidance targeting $100B in revenue. Anthropic expects $10.9B in Q2 revenue and its first-ever operating profit, while Trump pulled back an AI executive order after calls with Musk and Zuckerberg. Shares of quantum computing companies surged Thursday after the US government announced grants with equity stakes: D-Wave closed up 33%, Rigetti 30%, IBM 12% (CNBC) Spotify closed up 13% on Thursday after announcing new features and 2030 guidance, forecasting a compound annual growth rate in the mid-teens (CNBC) Workday reports Q1 revenue up 13% YoY to $2.54B vs. $2.52B est., and lifts its full-year forecast, saying its AI strategy is working; WDAY jumps 9%+ after hours (CNBC) Sources: Trump delayed signing the AI EO because "he just hates regulation"; there were questions about the EO giving the Treasury Department a leading role (Axios) Investor disclosures: Anthropic says it expects to generate $10.9B in revenue in Q2, up 127% from $4.8B in Q1, and turn a $559M operating profit, its first ever (WSJ) Longreads In more than two-thirds of the world's countries, birthrates have fallen below replacement, and researchers increasingly point the finger at smartphones and social media (FT) Learn more about your ad choices. Visit megaphone.fm/adchoices

Ever feel like the tech world moves too fast to keep up? Tech Brew Ride Home is that concise, insightful conversation you wish you had caught by the office coffee machine, delivered straight to your headphones. Produced by the team at Morning Brew, this daily podcast distills the essential news from Silicon Valley and beyond into a focused, fifteen-minute session designed for your commute or a short walk. Instead of drowning in headlines, you get a clear summary of what actually matters-the major deals, the intriguing controversies, and the subtle shifts that define the industry. Think of it as your audio debrief, cutting through the noise with context and a bit of wit. Each episode of this news-focused podcast ensures you’re not just informed but prepared, turning the flood of information into a manageable stream. It’s the efficient, engaging way to stay current without dedicating your entire afternoon to research, making that ride home a little smarter.
Author: Language: English Episodes: 100

Tech Brew Ride Home
Podcast Episodes
Taking The Threat Seriously [not-audio_url] [/not-audio_url]

Duration: 22:23
The US government is taking the Anthropic warning seriously. Google is showing prediction markets alongside various search results. Europeans ARE beginning to decouple from US tech. Kicking the tires on SpaceX’s actual b…
Meta’s Refreshed AI Play [not-audio_url] [/not-audio_url]

Duration: 21:11
Meta releases its first model in the great AI horserace catchup race. OpenAI is expecting to make as much money from ads as the biggest social media companies. Meta doesn’t want you to see ads encouraging you to join law…
Anthropic DOESN’T Release A Model [not-audio_url] [/not-audio_url]

Duration: 20:55
I’ve got another potential tipping point day for you. Anthropic is making yet more shockwaves across the industry by NOT releasing a model. Why? Because it could potentially break everything software related. Does that m…
Tipping Point In The AI Horse Race? [not-audio_url] [/not-audio_url]

Duration: 23:33
Anthropic’s new deal with Google and Broadcom (and some newly released numbers) might be the tipping point in a couple of AI Horse Races. The gold rush/landgrab in the world model space. The dubious goldrush for SEO in t…
Ain’t No Drama Like AI Drama [not-audio_url] [/not-audio_url]

Duration: 22:03
There might be... and I know this is going to shock you... some drama going on over at OpenAI. Why is Anthropic cutting off Claude access to OpenClaw? Why are VCs covering the rent for founders who drop out of college? A…
The Biography Of Demis Hassabis [not-audio_url] [/not-audio_url]

Duration: 53:21
This episode explores the fascinating journey of Demis Hesabis and the development of AI through the lens of Sebastian Malaby's book, The Infinity Machine. We delve into the minds of AI pioneers, their motivations, and t…
SpaceX Is Ready For IPO Liftoff [not-audio_url] [/not-audio_url]

Duration: 23:07
SpaceX is officially kicking off the year of the biggest IPOs ever. More job cuts and more signs AI is the cause, in one way or another. Microsoft makes its first public moves to divorce itself from OpenAI when it comes…
Anthropic’s Laundry Has Been Aired [not-audio_url] [/not-audio_url]

Duration: 19:10
OpenAI closes a monster round, but does Anthropic continue to steal their thunder? Is that Anthropic code leak from yesterday a bigger deal for them than I thought it was? What can happen when all the self-driving cars s…
Will Iran Target Tech? [not-audio_url] [/not-audio_url]

Duration: 19:31
Is the Iran war coming for US tech companies specifically? Meta unveils new smartglasses. A leak gives us a look at how Claude Code works. SpaceX is losing contact with satellites for reasons we don’t know yet. And Whoop…
Is AI About To Get More Expensive [not-audio_url] [/not-audio_url]

Duration: 20:25
With everyone suddenly chasing Anthropic, are we getting strong signals AI is about to get more expensive? The dream of pairing AI models against each other and asking them to fight. We really are getting datacenters in…