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

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Author: Language: English Episodes: 100

Tech Brew Ride Home
Podcast Episodes
How To AI With WSJ's Chris Mims [not-audio_url] [/not-audio_url]

Duration: 52:00
Buy Chris' book: How To AI Learn more about your ad choices. Visit megaphone.fm/adchoices
Anthropic Makes Its Move [not-audio_url] [/not-audio_url]

Duration: 19:31
Anthropic raises the second largest financing round of all time. Other AI players are beginning to show hockey stick revenue growth. Meta wants to add facial recognition to its glasses. Ring pulls back from some recognit…
Pour Moi, C'est Le Déluge [not-audio_url] [/not-audio_url]

Duration: 21:11
Aaannddd…. Right on time here come the Chinese AI models. Elon Musk kicks off a major reorg of xAI. Google is warning of AI distillation attacks. New Waymo cars hit the road. And another interesting AI essay to read to y…
The “Covid Moment” For AI? [not-audio_url] [/not-audio_url]

Duration: 21:29
Forget the ChatGPT moment, is this the “Covid Moment” for AI, the moment when everything has changed its just that not everyone knows it yet? More weird musical chairs at the AI companies. TikTok but for around the block…
AI: Better, Faster, Stronger… Or Just Working Harder? [not-audio_url] [/not-audio_url]

Duration: 19:13
So, have you hit the ads in ChatGPT yet, cause they’re there. Spotify comes out of nowhere with killer good earnings. The coming tidal wave of Chinese AI launches. The coming deluge of social media trials. And does AI us…
The AI Superbowl [not-audio_url] [/not-audio_url]

Duration: 20:39
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…
Piracy Is Back! [not-audio_url] [/not-audio_url]

Duration: 22:15
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 shar…
Is Software Eating The World Being Eaten By AI? [not-audio_url] [/not-audio_url]

Duration: 23:43
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…
(BNS) Ring Founder Jamie Siminoff [not-audio_url] [/not-audio_url]

Duration: 43:00
Check out Jaime's book: Ding Dong: How Ring Went From Shark Tank Reject To Everyone's Front Door Learn more about your ad choices. Visit megaphone.fm/adchoices
SpaceX Acquires xAI [not-audio_url] [/not-audio_url]

Duration: 21:23
As SpaceX acquires xAI, all of Elon’s companies under one umbrella is pretty much an inevitability isn’t it? What is with this weird game of chicken that Nvidia and OpenAI and now Oracle are all engaging in all of the su…