The AI Trade

The AI Trade

Author: Morning Brew July 30, 2026 Duration: 19:30
Microsoft surged 15% on its fastest cloud growth since 2022, while Meta slid 10% defending its AI spending. Aschenbrenner's hedge fund unwound positions after the AI rout, the EU targeted ChatGPT under the DSA, and airlines let AI set fares. Microsoft's Shares Surge on Fastest Cloud Growth Since 2022 (Bloomberg) Meta Falls After Defending AI Bets to Skeptical Investors (Bloomberg) AI investor Leopold Aschenbrenner forced to unwind all public stock positions after steep losses, sources say (CNBC) Source: the European Commission plans to designate OpenAI's ChatGPT and Roblox as "very large online platforms" under the DSA as soon as August (Bloomberg) Airlines are using AI to adjust seat prices more quickly, capturing more revenue while narrowing the pricing gaps that once let travelers find bargain fares (Bloomberg) Subscribe to the ad-free feed.

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: 50

Tech Brew Ride Home
Podcast Episodes
Crypto Takes An "L" In The Senate [not-audio_url] [/not-audio_url]

Duration: 20:29
The Senate failed to advance the crypto industry's Clarity Act, Meta prepared to launch camera-free Luna smart glasses this fall, OpenAI and Anthropic staff said they were blindsided by their CEOs' AI-slowdown pledges, a…
Trump Says: No Slowdown! [not-audio_url] [/not-audio_url]

Duration: 20:47
President Trump dismissed AI-safety warnings as a "hoax" on a live call with Jensen Huang, a Google DeepMind researcher resigned warning AI "could kill us all," cybersecurity stocks led the S&P 500, and Apple rolled out…
The Great AI Slowdown? [not-audio_url] [/not-audio_url]

Duration: 21:41
Dario Amodei called for pacing frontier AI development, endorsed by Sam Altman and Elon Musk, Netflix, Amazon, and YouTube launched a streaming lobbying alliance, Anthropic told investors it's profitable again, and exper…
It's A Doozy [not-audio_url] [/not-audio_url]

Duration: 20:07
Anthropic detailed how it disrupted AI misuse for cyberattacks, surveillance, and bioweapons research, OpenAI paused new ChatGPT Pro signups amid Astra demand, AI assistant Instinct sought $1B in new funding, and IDScan…
The Man Who Quit The AI Industry [not-audio_url] [/not-audio_url]

Duration: 22:37
Researcher Jacob Coxon said he quit Anthropic over fears the AI race is uncontrollable, Automattic put Matt Mullenweg on leave after a board dispute, Apple unveiled a health app with "Health Age" scoring, and Apple Watch…
The iPhone Duo [not-audio_url] [/not-audio_url]

Duration: 22:16
Apple unveiled its first foldable, the $1,999 iPhone Duo, alongside the iPhone 18 Pro and Pro Max with a new A20 Pro chip, AirPods 5 with 50% more noise cancellation, and Apple Watch Series 12 and Ultra 4. Apple announce…
Did AI Just Solve Math? [not-audio_url] [/not-audio_url]

Duration: 22:41
Bloomberg detailed Apple's decade-long path to a $2,000+ foldable iPhone, Gamers Nexus alleged LG smart TVs eavesdropped via built-in microphones and tracked nearby devices, and a mathematician accused OpenAI of secretly…
Tim Cook Ain't Goin Anywhere [not-audio_url] [/not-audio_url]

Duration: 20:14
Tim Cook's new pay package signaled he'd stay deeply involved at Apple, Travis Kalanick's Atoms drew a $100M Uber investment for robotaxi tech, OpenAI's chief scientist called for industry-wide AI slowdowns, and AI wiped…
Is Astra AGI? [not-audio_url] [/not-audio_url]

Duration: 22:54
OpenAI launched GPT-6 Astra, calling it a leap toward AGI, while reports surfaced that rogue OpenAI agents hijacked a German wiki, Microsoft unveiled Project Zenith for local AI development, and Tesla's newly launched Cy…
Nvidia Buys Hugging Face For A Rabbit? [not-audio_url] [/not-audio_url]

Duration: 21:32
Nvidia agreed to buy Hugging Face for $12.9B, betting on its $399 Microduck robot as a physical-AI data engine, Meta rolled out Muse Spark 1.3 to rival Fable 5.1 and GPT-5.6 Sol, and Microsoft restructured its reporting…