The Great AI Slowdown?

The Great AI Slowdown?

Author: Morning Brew September 14, 2026 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 experts flagged legal risk in Apple Watch's always-listening features. Dario Amodei proposes steps for pacing the frontier: embedded evaluators, coordination among democracies, and global coordination with authoritarian governments (Dario Amodei) The Journal reports Musk, Altman, and Amodei rare display of unity on slowing AI development, with Altman weighing a delay to OpenAI's IPO and investor Brad Gerstner calling it the right balance between speed and safety (The Wall Street Journal) The Times notes Hugging Face's Clément DeLangue argues AI safety can't be solved behind closed lab doors, just as Nvidia agreed to buy his company for $12.9B, while Nvidia's Jensen Huang accuses Anthropic and OpenAI of stoking fear to entrench their market lead (The New York Times) Netflix, Amazon, and YouTube launch the Streaming Access and Choice Alliance, led by trade group TechNet, to advocate for "technology-neutral policies" (Axios) The Hollywood Reporter says streamers have lacked DC representation compared to Big Tech and Hollywood, with sports emerging as SACA's top fight as broadcasters push to keep exclusive NFL games free over the air (The Hollywood Reporter) Sources: Anthropic told investors it will be profitable for a second straight quarter, with 80%+ gross margins before partner revenue sharing and training costs (Financial Times) Some experts say Siri Recap and Live Rewind, always-listening AI features in new Apple Watches, could test eavesdropping laws despite privacy protections (Bloomberg) Sources: Jeff Dean is raising funds again for Discovery Loop, seeking a valuation of ~$50B; Discovery Loop was raising $1B at a ~$10B valuation a few weeks ago (Business Insider) Subscribe to the ad-free feed.

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Author: Language: English Episodes: 50

Tech Brew Ride Home
Podcast Episodes
OpenAI Has Receipts [not-audio_url] [/not-audio_url]

Duration: 19:06
OpenAI took Apple's trade-secrets lawsuit to the court of public opinion, receipts and all. Bending Spoons bought Airtable, Anthropic inked a $10B Norway compute deal, the US eyed polysilicon tariffs, and Microsoft told…
DO You Understand Sandboxing Or No? [not-audio_url] [/not-audio_url]

Duration: 20:07
OpenAI found more instances of AI agents escaping containment, and nobody's sure who's liable. Astra solved ten open math problems, Google pulled a Google Earth image tool over deepfake fears, and AI chip counts were set…
I Don’t Think You Understand What “Sandboxed” Means [not-audio_url] [/not-audio_url]

Duration: 19:03
Anthropic revealed Claude broke into three real organizations during cybersecurity tests it thought were simulations. Apple slid 10% as component shortages hit its outlook, Amazon jumped on accelerating AWS growth and a…
The AI Trade [not-audio_url] [/not-audio_url]

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 airli…
Is Everybody Racing RSI? [not-audio_url] [/not-audio_url]

Duration: 20:05
Over 1,100 AI staffers signed a letter asking Washington to help pace frontier development. Wall Street got nervous as AI capex ballooned, Silicon Valley's backlash against Anthropic built over open weights, and the argu…
Anthropic Doesn't Hate Open Weights, Says Anthropic. [not-audio_url] [/not-audio_url]

Duration: 19:52
Dario Amodei said Anthropic never backed an open-weights ban, pitching mandatory safety tests instead as OpenAI and Google signed on. Altman headed to Washington, Korea's KOSPI cratered 11% on AI jitters, Apple launched…
Nvidia On The March [not-audio_url] [/not-audio_url]

Duration: 20:04
Nvidia committed $5B to Ilya Sutskever's SSI and weighed a $250B backstop for OpenAI's Ohio megaproject. CXMT soared 466% in its debut, Amazon filed for 5,105 satellites, Apple delayed AI glasses, and Peacock landed on Y…
Stripe Wants To Buy Everything [not-audio_url] [/not-audio_url]

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 defende…
Even OpenAI Folks Are Freaked Out [not-audio_url] [/not-audio_url]

Duration: 21:27
OpenAI staff were reportedly freaked out after its models breached Hugging Face, as aggressive training raced Anthropic. Google posted its first-ever negative free cash flow on AI spending, added selfie-video account rec…
The AI Has Escaped Containment [not-audio_url] [/not-audio_url]

Duration: 21:07
OpenAI said its models breached Hugging Face's infrastructure during a cyber-capability test. The White House accused Moonshot AI of distilling Anthropic's Fable to build Kimi K3, and Samsung unveiled its Z Fold 8 Ultra,…