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

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Podcast Episodes
Elon Might Just Merge All His Companies Into One [not-audio_url] [/not-audio_url]

Duration: 21:09
Apple does a big acquisition. OpenAI is racing to IPO. Elon might just merge all his companies into one. Google’s Project Genie is the latest thing that will make you say, gee, AI can do that?! And, of course, the Weeken…
Clawdbot Is Now Moltbot [not-audio_url] [/not-audio_url]

Duration: 22:04
Meta earnings good. The street like the AI spending. Microsoft earnings bad. Why is growth in their cloud business not as robust all of the sudden? Elon is following through on taking Tesla all in on robots and AI. The A…
The Amazon Layoffs [not-audio_url] [/not-audio_url]

Duration: 20:56
The Amazon layoffs showed up on schedule. Is Tether behind the rise in the price of gold? A new type of privacy screen tech from Samsung. Elon wants to IPO on his birthday. Anthropic raises more ahead of its IPO. And AI…
Is TikTok’s Algo Changing? [not-audio_url] [/not-audio_url]

Duration: 20:57
I think we have to gird ourselves for a slew of Chinese AI releases in the coming weeks. Are AI inspired layoffs poised to sweep the tech industry? Meta goes with subscriptions. Uber wants to train AI for others. And Dar…
Now We Have The Clawdbot [not-audio_url] [/not-audio_url]

Duration: 21:02
Did you even notice that new TikTok privacy policy over the weekend? AirTags finally have a second generation. Microsoft confirms it will give out your BitLocker recovery keys if you’re silly enough to store them with th…
MAYBE TikTok Is A Done Deal (This Time?) [not-audio_url] [/not-audio_url]

Duration: 20:59
Ok, ok, maybe the whole TikTok thing is a done deal at long last? Amazon is planning another major round of layoffs. Are Epic Games and Google doing an end-run around the judge? Capital One acquires Brex. And, of course,…
Apple’s Wearable AI Pin [not-audio_url] [/not-audio_url]

Duration: 20:57
Apple is developing their own AI wearable, the size of an AirTag. Anthropic overhauls Claude’s constitution. South Korea is the latest place to ride the AI rocket ship. And I think I know why your boss thinks AI is the s…
Elon Says: IPO NOW! [not-audio_url] [/not-audio_url]

Duration: 20:40
Anthropic continues to project strength in the AI race. How OpenAI is rolling out ads on ChatGPT. Netflix wants to become TikTok faster than TikTok can become them. YouTube wants to have it both ways when it comes to AI.…
The “Assistant Axis” [not-audio_url] [/not-audio_url]

Duration: 20:58
Netflix ups its bid with all cash. Sony is spinning off its legendary TV business with TCL. One of the biggest seed rounds I’ve ever heard of. Reels continues to win for Zuck. And let me introduce you to the “Assistant A…
Ads Come To ChatGPT [not-audio_url] [/not-audio_url]

Duration: 21:05
Ads are finally coming to ChatGPT. Why everyone online can’t stop talking about going on Claude benders. Elon’s case against OpenAI moves forward again. The Thinking Machines saga roils on again. And the big movie about…