Nvidia Back In China… Maybe

Nvidia Back In China… Maybe

Author: Morning Brew December 9, 2025 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, maybe in a month. And a new smart ring that is pretty intriguing… Trump greenlights Nvidia H200 AI chip sales to China if U.S. gets 25% cut, says Xi responded positively (CNBC) China set to limit access to Nvidia’s H200 chips despite Trump export approval (FT) Sam Altman’s Sprint to Correct OpenAI’s Direction and Fend Off Google (WSJ) From Llamas to Avocados: Meta’s shifting AI strategy is causing internal confusion (CNBC) Pebble Is Making a $75 Smart Ring (Wired) 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
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…