The AI Essays Are Moving Markets

The AI Essays Are Moving Markets

Author: Morning Brew February 24, 2026 Duration: 20:22
That AI essay I shared with you yesterday sure got Wall Street’s attention. Anthropic says Chinese models are training off of Claude. A significant new breakthrough in chip production technology. And as fun as that tri-fold phone might be, you probably want to wait for later iterations of the form factor. Software Stocks Are Having Another Ugly Day (WSJ) Anthropic Accuses Chinese Companies of Siphoning Data From Claude (WSJ) Meta and AMD Agree to AI Chips Deal Worth More Than $100 Billion (WSJ) Exclusive: ASML unveils EUV light source advance that could yield 50% more chips by 2030 (Reuters) Putting Samsung’s $2,899 TriFold To the Test as a Phone, Tablet and Laptop (Bloomberg) 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
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…
Is Jensen Worried About OpenAI? [not-audio_url] [/not-audio_url]

Duration: 21:17
Is Nvidia going through with their massive OpenAI investment or not? Does Apple have what it takes to win in the AI era or not? Is Elon the only one who can make datacenters in space happen or not? And a roundup of the c…