Another DeepSeek Moment On The Horizon?

Another DeepSeek Moment On The Horizon?

Author: Morning Brew April 23, 2026 Duration: 22:00
Microsoft considered buying Cursor but didn't pull the trigger before SpaceX's deal. Microsoft launches its first-ever voluntary retirement program, Anthropic's secondary market valuation hits $1T on Forge Global, and SpaceX's S-1 reveals plans to manufacture its own GPUs. Sources: Microsoft considered buying Cursor in recent weeks but didn't make an offer; Microsoft has been working to boost GitHub Copilot's popularity (CNBC) Microsoft announces the first voluntary retirement program in its 50-year history, for US staffers whose combined years of service added to their age totals 70+ (The Verge) Kalshi suspends and fines congressional candidates Mark Moran of Virginia, Matt Klein of Minnesota, and Ezekiel Enriquez of Texas for political insider trading (CNBC) Anthropic's valuation has hit $1T on Forge Global, a leading private marketplace exchange, surpassing OpenAI's valuation on the platform of $880B (Business Insider) A poll of 4,000 workers in the US and the UK finds that the highest-earning and most experienced workers are adopting AI in their jobs far faster than others (FT) SpaceX's S-1 excerpts list "manufacturing our own GPUs" among the "substantial capital expenditures" it is undertaking, with the size of the expenditure TBD (Reuters) Spotify celebrates its 20th anniversary with a first-ever list of its 20 most streamed artists, albums, songs, podcasts, and audiobooks (Billboard) 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
Now It’s Amazon’s Turn To Invest In OpenAI [not-audio_url] [/not-audio_url]

Duration: 20:56
ChatGPT ups its image generation game. Now it’s Amazon’s turn to invest in OpenAI. WBD says it still wants to go with the Netflix offer. Waymo’s raising money again. And the new AI sort of newsletter Google wants to put…
The Pivot To AI Datacenters [not-audio_url] [/not-audio_url]

Duration: 20:43
Tech continues to be a major geopolitical stumbling block, this time with the UK. Are we currently in the midst of the second mini-tech recession of the year? If Ford can pivot from EV’s to servicing datacenters, maybe y…
The Roomba Hits The Wall [not-audio_url] [/not-audio_url]

Duration: 21:05
Your Roomba is circling the drain with iRobot filing for bankruptcy. Remember credit default swaps? Turns out they’re not just for hedging housing anymore. Nano Banana looks so realistic because it’s mimicking your sub-p…
GPT-5.2 As OpenAI’s Attempt To Change The Narrative [not-audio_url] [/not-audio_url]

Duration: 22:09
Ok, fine, says Sam, here’s a new GPT model so you’ll hopefully stop saying we’re behind. Broadcom as another AI bellwether. Now that Disney is in bed with OpenAI, they’re ceasing and desisting Google. And, of course, The…
Disney Invests In OpenAI [not-audio_url] [/not-audio_url]

Duration: 22:04
Disney signs a blockbuster deal to license characters to OpenAI AND invest $1 billion dollars in the company. Oracle as the new bellwether for thinking about OpenAI’s prospects. More on the whole Data Centers In Space ph…
Algorithmic Pricing? [not-audio_url] [/not-audio_url]

Duration: 20:56
Instagram is giving you some control over your algorithm. Is Instacart using algorithmic pricing? SpaceX thinks it will be worth $1.5 trillion. Has DeepSeek been smuggling chips? And what if your startup’s side-hustle ca…
Nvidia Back In China… Maybe [not-audio_url] [/not-audio_url]

Duration: 20:20
Trump says Nvidia and others can ship chips to China, but the question is, will China take delivery. OpenAI is ending the code red in about a month, after getting a new model out the door. Meta wants a new Llama model, m…
Netflix Faces Hostility [not-audio_url] [/not-audio_url]

Duration: 22:04
Looks like that big Netflix bid for Warner Brothers isn’t gonna go smoothly as Paramount launching a hostile counter-bid. We’ve got a full-on executive suite crisis at Apple. SpaceX could IPO next year. And more data on…
The Albanian Army Wins! [not-audio_url] [/not-audio_url]

Duration: 22:32
Turns out the Albanian army was triumphant as Netflix is buying HBO (and WBD’s studios). The NYT is suing Perplexity. Man, everybody is heading for the exits at Apple at the same time. And get ready for a slew of insider…

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