Stripe Wants To Buy Everything

Stripe Wants To Buy Everything

Author: Morning Brew July 24, 2026 Duration: 20:05
Stripe was in talks to buy OpenRouter for as much as $10B while still chasing PayPal. Midjourney bought astrology app Co-Star, Meta launched Facebook Verified and a standalone Seller app, and Nvidia and Microsoft defended open-weight AI. Sources: Stripe is in talks to acquire OpenRouter, which helps developers use AI models and could fetch ~$10B; PitchBook: OpenRouter was valued at $1.3B in May (WSJ) Sources: Stripe and Advent's unsolicited $53B PayPal offer, backed by ~$50B in committed bank financing, would create a payments giant processing ~$3.7T annually; PayPal has not responded (Reuters) Midjourney bought astrology app Co-Star, which uses AI to offer personalized advice, in the spring and is building its first standalone image-generation app (Bloomberg) Meta launches Facebook Verified, a free program it says will verify that users are real humans by analyzing a facial recognition selfie and assigning badges (Engadget) Meta launches Seller, a free standalone app version of Facebook Marketplace; Seller includes AI features that scan photos to fill out listings automatically (NYT) Meta, Nvidia, Microsoft, a16z, and others sign a letter defending open-source AI; Jensen Huang, in his first X post, says open models strengthen cybersecurity (The Information) Signatories including Palantir avoid naming China or Moonshot in the open-weight letter, framing it instead around US AI leadership being judged by a strong open ecosystem, not one frontier model (Bloomberg) Longreads Meet All The Middle Aged Women Who Don't Exist: AI-generated wellness influencers, all gorgeous and all "57", are selling NMN supplements to women over 40 (Charlotte's Book) Big US pizza delivery chains are struggling as DoorDash and Uber Eats give independent pizzerias greater market access, erasing the tech moat chains once had (FT) Subscribe to the ad-free feed.

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Author: Language: English Episodes: 50

Tech Brew Ride Home
Podcast Episodes
Hey, Want Some Models? [not-audio_url] [/not-audio_url]

Duration: 21:26
Anthropic shipped Claude Fable and Mythos 5.1 with a 75% cache-price cut, Google countered with Gemini 3.8 Flash, OpenAI teased Astra's public release, a judge spared Google's ad exchange from a sale, and the FBI probed…
An... AI Toothbrush??!! [not-audio_url] [/not-audio_url]

Duration: 21:30
Tim Cook sent Apple staff a farewell memo on his last day as CEO, the FTC sued Amazon over $20B in hidden ad surcharges, Starman Optical bought GoPro for $285M, Waymo hit three cities, and Dyson made an AI toothbrush. On…
50% Toward AI Takeover? [not-audio_url] [/not-audio_url]

Duration: 21:51
OpenClaw shipped 2.0 with shared sessions that aren't a security boundary. OpenAI's ads hit a $1B run rate, outcome-based AI pricing spread from Salesforce to OpenAI, and the Hugging Face postmortems landed, one calling…
Anthropic Is Street Legal Again [not-audio_url] [/not-audio_url]

Duration: 21:20
A judge blocked the Pentagon from blacklisting Anthropic, calling the retaliation illegal. OpenAI, Anthropic and 100+ companies warned the AI cyberattack window is closing, Apple TV got pricier again, Stripe walked from…
The Agentic Era [not-audio_url] [/not-audio_url]

Duration: 20:25
Nvidia posted $96B in quarterly revenue and guided to 70% growth next year, then agreed to buy Hugging Face for $12.9B. Trump weighed sweeping chip tariffs, cybersecurity stocks ripped on AI threats, and Instinct raised…
Meta Settles [not-audio_url] [/not-audio_url]

Duration: 21:38
Meta agreed to pay up to $16.68B to settle state claims it hooked kids on Facebook and Instagram, with teen time limits attached. Z.ai unmasked Ox Alpha, Amazon killed Mechanical Turk, and Reuters detailed Zuckerberg's a…
New Macs [not-audio_url] [/not-audio_url]

Duration: 21:21
Apple refreshed the Mac Studio with M5 Max and M5 Ultra and gave the Mac mini M6 silicon, at higher prices. OpenAI's Jalapeño chip beat Nvidia on efficiency, Perplexity went fully local, WhatsApp toughened logins, and Ub…
Hugging Face Next? [not-audio_url] [/not-audio_url]

Duration: 20:26
Hugging Face explored a sale at $13B+, keeping the AI M&A wave rolling. Trump scolded towns that reject data centers while Abbott said the industry dug its own grave, Fable 5 spending plateaued, and Apple cut 200+ jobs.…
(Portfolio Profile) Onix [not-audio_url] [/not-audio_url]

Duration: 1:08:18
In this episode, we explore Onix, a platform that enables experts to train their own AI models to help millions with health, wellness, and personal development. Founders Nicholas Nadeau and David Bennahum discuss how the…
Tokens As The New Currency? [not-audio_url] [/not-audio_url]

Duration: 20:56
Stripe made the OpenRouter deal official at $7.5B. Unitree's Shanghai debut popped 460% past a $50B market cap, YouTube dangled millions to keep creators off Netflix, Slack launched Slack Code, and Binance turned AI agen…