Meta Needs To Rethink Manus

Meta Needs To Rethink Manus

Author: Morning Brew April 27, 2026 Duration: 21:17
China blocked Meta's $2B Manus acquisition and ordered both sides to unwind the deal, closing the "Singapore washing" loophole for Chinese AI startups. OpenAI is developing smartphone chips with Qualcomm and MediaTek, Google controls ~25% of global AI compute, and SaaS pricing shifts to usage-based. China blocks Meta's $2B Manus acquisition, after reviewing whether it violated investment rules, and tells both to cancel it; Manus moved to Singapore in 2025 (FT) Kuo: OpenAI is working with MediaTek and Qualcomm to develop smartphone chips, with Luxshare handling the system co-design; mass production is expected in 2028 (Ming-Chi Kuo) Epoch AI: Google controls ~25% of global AI compute, with ~3.8M TPUs and 1.3M GPUs; Google Cloud CEO Thomas Kurian says demand and revenue justify the spend (FT) Analysis: as of late 2025, 79 of 500 tracked software companies including HubSpot, Adobe, and Salesforce adopted usage-based AI fees, more than doubling on 2024 (The Information) Anthropic details Project Deal, a marketplace experiment where Claude models bought, sold, and negotiated personal belongings on behalf of Anthropic employees (Anthropic) 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
The Bots Have Won The Web! [not-audio_url] [/not-audio_url]

Duration: 20:59
Bots passed human web traffic for the first time, per Cloudflare's CEO. The S&P 500 rejected fast-entry for mega-cap IPOs like SpaceX. Anthropic embedded engineers at the NSA, Meta hid face-recognition code in its app, a…
Small And Open Source Still Has A Horse In This Race [not-audio_url] [/not-audio_url]

Duration: 21:59
Google released Gemma 4 12B, a multimodal model that runs locally on 16GB devices. TSMC's CEO warned chip supply won't meet demand for years. Ramp raised $750M at $44B, and Anthropic says 80%+ of its merged code is now C…
Microsoft Build [not-audio_url] [/not-audio_url]

Duration: 19:32
Microsoft dominated Build with Scout, an always-on Teams agent, the Surface RTX Spark Dev Box, its first reasoning model MAI-Thinking-1 aimed squarely at Anthropic, and Project Solara for agent-first devices. Trump signe…
What Will These IPOs Do To The Stock Market? [not-audio_url] [/not-audio_url]

Duration: 22:02
Anthropic confidentially filed for an IPO that could come as soon as this fall, joining SpaceX and OpenAI in a $4T listing parade. Anthropic expands Mythos access to 15+ countries, Alphabet raises $80B for AI spending, a…
Interviewing For A Job At Anthropic? DON’T Use AI. [not-audio_url] [/not-audio_url]

Duration: 21:46
Nvidia unveiled the RTX Spark, an Arm-based consumer chip family built with MediaTek on TSMC 3, plus a DGX Station desktop that runs 1T-parameter models. Intel detailed its Crescent Island GPUs, MiniMax launched a coding…
Portfolio Profile: Sora [not-audio_url] [/not-audio_url]

Duration: 46:24
Find out more about Sora here. Find out more about the Ride Home Fund here. Learn more about your ad choices. Visit megaphone.fm/adchoices
New Claude, New Realities [not-audio_url] [/not-audio_url]

Duration: 24:10
Anthropic dropped Opus 4.8 with dynamic workflows for Claude Code and raised $65B at a $965B valuation, overtaking OpenAI. Blue Origin's New Glenn exploded during testing, Amazon killed its AI usage leaderboard, and an A…
RAMpocalypse Now! [not-audio_url] [/not-audio_url]

Duration: 21:08
Valve hiked Steam Deck prices by up to $300 as RAMageddon hits consumer electronics. Bloomberg detailed Apple's Siri overhaul ahead of WWDC, Meta rolls out subscription plans for Instagram, Facebook, and WhatsApp, and Ou…
What If GPT-5.5 Is Actually Way Ahead? [not-audio_url] [/not-audio_url]

Duration: 21:08
Robinhood launched agentic stock trading, letting users link Claude or Cursor to dedicated accounts. Micron hit $1T market cap in record time on AI memory demand. YouTube now auto-labels AI content, a new coding benchmar…
The Pope Gets AI Religion [not-audio_url] [/not-audio_url]

Duration: 19:30
Pope Leo XIV released his AI encyclical alongside Anthropic co-founder Chris Olah. Huawei claims it can match 1.4nm chips by 2031, China imposed travel restrictions on AI talent, cybersecurity hiring surged amid the AI "…