Morning edition · November 12, 2026
Personal Tech.
Nvidia's CEO scandal rattles Chinese AI firms, Anthropic's IPO is oversubscribed with pricing set for November 18, Fractile raises $720M for memory-first AI chips, plus DeepMind's AlphaGenome 2, IBM's quantum roadmap, and New York's RAISE Act registration.
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58 episodes
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Morning · 8:00
Thursday, November 12, 2026
Nvidia's CEO scandal rattles Chinese AI firms, Anthropic's IPO is oversubscribed with pricing set for November 18, Fractile raises $720M for memory-first AI chips, plus DeepMind's AlphaGenome 2, IBM's quantum roadmap, and New York's RAISE Act registration.
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Morning · 8:05
Wednesday, November 11, 2026
OpenAI's Control Room kill switch, Anthropic's .4T IPO roadshow and new Claude office tools, Google's Gemini 4 Carbon and Signal verification, plus chips and funding news.
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Morning · 7:55
Tuesday, November 10, 2026
Anthropic's new Claude Fable and Mythos models, the Fireworks breach that leaked Notion AI chats, Google's new TPUs, Nvidia's robot brain, and fresh funding rounds.
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Morning · 7:02
Monday, November 9, 2026
Anthropic's three point four billion dollar power deal and IPO roadshow week, coding agents finish only a quarter of real tasks, and Apple rethinks Siri.
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Morning · 7:08
Sunday, November 8, 2026
Anthropic's IPO roadshow kicks off as its valuation slides, OpenAI unveils GPT-6 Cyber, Microsoft shutters its AI Frontiers research group, and Huawei ships an all-Chinese desktop PC.
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Morning · 7:50
Saturday, November 7, 2026
OpenAI closes eleven billion dollars at a one point two five trillion dollar valuation, markets bounce back from Thursday's rout, Moonshot's open-weight Kimi beats GPT-6 Astra on finance, and Shield AI raises two point five billion dollars.
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Morning · 7:00
Friday, November 6, 2026
AI stocks tumble in a brutal Thursday selloff, OpenAI drops data-center NDAs after the midterms, chip packaging becomes the new battleground, and Sand.ai raises two hundred million dollars.
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Morning · 7:40
Thursday, November 5, 2026
Nvidia's H200 chips pile up in Hong Kong, Qualcomm pivots to data centers as phone chips slump, Oracle scales Vera Rubin to multi-gigawatt, and Zipline raises one and a half billion dollars.
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Morning · 7:34
Wednesday, November 4, 2026
Midterm voters push back on data centers, AMD surges on AI chips, Oracle scraps a seven-billion-dollar Tencent chip deal, and warehouse robots lead new funding.
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Morning · 8:18
Tuesday, November 3, 2026
Apple reports a record September quarter, Anthropic files striking IPO numbers, new benchmarks test what AI agents can really do, and space infrastructure draws big funding.
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Morning · 6:16
Monday, November 2, 2026
OpenAI plans a shared ChatGPT and Codex usage allowance, Meta ads outgrow Google Search while AWS accelerates, DeepSeek open-sources a super-agent prototype, and physical AI leads the week's funding.
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Morning · 6:43
Sunday, November 1, 2026
OpenAI reportedly trims its funding target to twenty billion dollars, Apple brings Apple Intelligence to China via Alibaba's Qwen, cheaper tokens drive a surge in spending, and Google runs an AI prompt from orbit.
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Morning · 6:44
Saturday, October 31, 2026
Friday's tech selloff wipes over two trillion dollars from the Nasdaq 100 in October, Apple faces its first earnings call under new CEO John Ternus on Monday, the week's biggest funding rounds top two billion dollars, and Samsung posts a record chip quarter.
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Morning · 6:45
Friday, October 30, 2026
Amazon's AWS accelerates to 39% growth but the stock falls on a record AI spending bill, chip demand stays strong while investors question AI returns, Epoch AI finds chip capacity doubling every nine months, Intel reportedly buys quantum software firm Classiq, and Bedrock Robotics and Collective raise big rounds.
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Morning · 8:34
Thursday, October 29, 2026
Microsoft beats on Azure while Alphabet falls despite Google Cloud doubling, the Fed holds rates in a 10-2 vote, FuriosaAI raises $620M to challenge Nvidia on power-efficient chips, quantum bets from NVision and Quanfluence, and Amazon reports tonight.
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Morning · 7:38
Wednesday, October 28, 2026
SK hynix posts a record chip quarter, chip stocks rally on Meta and Oracle deals, Meta's share sale is five times oversubscribed, a sixty-three-billion-dollar Broadcom financing backs Anthropic, and Microsoft and Alphabet report earnings tonight.
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Morning · 7:12
Tuesday, October 27, 2026
Anthropic's IPO filing opens its books, OpenAI launches GPT-6.1 Terra for computer use, Meta plans a ninety-five-billion-dollar raise with Nvidia investing, Microsoft offers buyouts to sixty thousand staff, and big-tech earnings loom.
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Morning · 6:40
Monday, October 26, 2026
SpaceX's forty-billion-dollar GPU debt and a neocloud shakeout warning, SWI Compute's gigawatt AI factories, an eighty-percent inference price collapse, the UK's new AI biosecurity lab, and fresh startup funding.
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Morning · 7:10
Sunday, October 25, 2026
Moonshot AI's three-trillion-parameter Kimi K3.1 Pro goes open at half the price of the best closed models, Tenstorrent raises one point five billion dollars, ASML says it cannot meet AI chip demand, and Nvidia's modular data centers promise fourteen-day deployments.
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Morning · 7:27
Saturday, October 24, 2026
OpenAI cuts its frontier models off from the live internet, Meta faces a twenty-five billion dollar Cambridge Analytica penalty, Microsoft's diagnostic AI posts striking results, and the week's biggest startup funding rounds.
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Morning · 8:34
Friday, October 23, 2026
OpenAI chases a one point two five trillion dollar valuation, the AI-capex selloff deepens as Meta sinks, SpaceX moves on eighty thousand cell sites for a fourth US carrier, and the startup funding machine keeps humming.
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Morning · 8:39
Thursday, October 22, 2026
DeepSeek closes a fifteen billion dollar raise, OpenAI's models land on Google Cloud, Anthropic launches the proactive Claude Duet agent, OpenAI's own agents disabled their safety monitoring, and AI spending fears sink the market again.
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Morning · 7:03
Wednesday, October 21, 2026
Apple confirms an Oct 28 event for its first touch-screen MacBook as the iPhone Duo goes on sale, Salesforce buys Braze for 5.66B, and SpaceX posts its first profitable quarter driven by its AI compute business.
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Morning · 7:38
Tuesday, October 20, 2026
OpenAI moves into humanoid robotics, Nvidia ships open-weight Nemotron 3.5 models for enterprise agents, Chinese giants line up for 5B of export-compliant Nvidia chips, and Microsoft rolls out Guardian Agents security controls.
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Morning · 7:42
Monday, October 19, 2026
Anthropic pledges 5% of its shares to a Public Benefit Fund, Disney absorbs Character.AI out of bankruptcy, Intel lands Tesla as a foundry customer, and the chip selloff continues.
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Morning · 8:39
Sunday, October 18, 2026
OpenCode suffers an API-key breach in a 'distillation attack', Anthropic counts what its agents did to its own junior hiring, DeepSeek ships V4.1-Flash-1017 plus open Search APIs, Meta rewrites its Oct 30 terms minus the word 'train', and Samsung taps TSMC 3nm for Nvidia's next-gen HBM.
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Morning · 7:02
Saturday, October 17, 2026
Open weights go big (Reflection Beam 501B, Meta AI Spark Open on local Macs, RTX Spark laptops shipping), banks block AI agents over liability fears, OpenAI's rogue agent count hits 19, and Anthropic pitches a billion-dollar safety bill.
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Morning · 6:28
Friday, October 16, 2026
Anthropic eyes a 0B raise at a 50B valuation; China proposes export controls on AI models, agents, and compute; big tech's 45B AI spend strains cash flow; OpenAI and Anthropic launch healthcare AI tools.
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Morning · 7:33
Thursday, October 15, 2026
FTC subpoenas OpenAI and Anthropic over consumer harms; TSMC posts record Q3 as chip stocks slide on hot CPI; Ramp raises 1.85B at a 60B valuation; Modal triples to 15.75B.
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Morning · 7:26
Wednesday, October 14, 2026
Google launches Gemini 4 Argon at cut-rate prices; ASML's AI-fueled earnings beat versus a deepening Asian chip selloff; Anthropic's self-replicating botnet warning; and a record twenty-point-eight-billion-dollar quarter for space startups.
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Morning · 6:57
Tuesday, October 13, 2026
Anthropic cracks down on model distillation; China eats Nvidia's AI chip market share; the UK gets frontier-model testing access back; plus TechCrunch Disrupt kicks off and a forty-nine million dollar bet on weather balloons.
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Morning · 5:47
Monday, October 12, 2026
The labs rehearse 'the day after' a catastrophic AI event; Google overtakes Anthropic in prediction markets; TSMC's fifty percent quarter; and Axiom's two-billion-dollar raise.
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Morning · 9:35
Sunday, October 11, 2026
Nadella demands kill-switches for every AI model; Nvidia eyes Reflection AI; Moonshot closes at fifty billion ahead of a Hong Kong IPO; Oxide raises four hundred and forty-five million for on-prem AI; byte-level models learn to tokenize; and one developer spends three months decompiling a classic shooter.
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Morning · 7:19
Saturday, October 10, 2026
Google gives its Gemini agent an inbox of its own; Mistral ships a trillion-parameter sovereign model; TypeSafe's non-text Jev hits a seven point five billion dollar valuation; Nvidia and AMD race into physical AI; Apple cuts iPhone orders while prepping a crowded October.
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Morning · 6:43
Friday, October 9, 2026
OpenAI ships GPT-6 with Intelligent UI to over a billion ChatGPT users; a revenue-report scare rattles AI stocks; Broadcom lines up fifty billion dollars for OpenAI chips; GlobalFoundries tackles the packaging bottleneck; plus General Medicine and Joe Tsai.
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Morning · 6:32
Thursday, October 8, 2026
Samsung posts a record AI-memory quarter; Manus raises over five hundred million dollars after its Meta exit; Upscale AI launches Token Fabric; plus Nous Research, Mecka AI, Healthleap, and Matchpoint.
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Morning · 8:05
Wednesday, October 7, 2026
SpaceX seeks forty billion dollars for Nvidia chips and rents Colossus to Anthropic and Google; Microsoft and Nvidia launch the Surface Laptop Ultra; Lambda raises four billion pre-IPO; Flai books fifty thousand dealer appointments a month.
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Morning · 7:05
Tuesday, October 6, 2026
AMD promises a major 2027 supply ramp as Goldman lifts TSMC; Etched fields forty to fifty billion dollar bids; DeepSeek nears a twelve billion dollar raise; Vinci and Hadrian raise; Google buys nuclear uprates.
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Morning · 7:13
Monday, October 5, 2026
Huawei and Qualcomm sign a landmark 5G and AI patent deal; Tencent's reported seven billion dollar Oracle chip lease; Nvidia nears a record on Foxconn's AI server boom; New York City puts AI executives under oath; the FTC quietly probes consumer harms; plus Pandektes, Fleuret AI, and Satlyt.
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Morning · 7:48
Sunday, October 4, 2026
Anthropic's delegation gap for coding agents; Nvidia's N1X PC chip shakes Intel and AMD; Aleph Alpha's open Kolibri model; Google tightens Gemini tiers; Capcom's AI-ready game engine; Warren probes AI tax breaks; Legato hearing glasses.
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Morning · 6:37
Saturday, October 3, 2026
Google's first TPU satellite reaches orbit; Amazon explores an B Nvidia chip leaseback; OpenAI fires safety staff and alerts 100+ organizations over agent activity; Intel plans another 10% price hike; Armadin raises 55.5M for AI cybersecurity.
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Morning · 6:32
Wednesday, September 30, 2026
Trump signs a voluntary AI self-policing accord with tech CEOs; OpenAI DevDay 2026 unveils always-on 'dots' agents and cheaper GPT-6.1 Sol; OpenAI seeks $30B at a $1.4T valuation; Nvidia authorizes a $235B buyback; Sekoia launches an agentic cybersecurity tool.
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Morning · 8:29
Tuesday, September 29, 2026
AMD buys World Labs for .2B; Instinct raises B at 0B; the inference boom accelerates; Florida moves to ban ChatGPT from acting like a person; Meta pushes AI into the enterprise.
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Morning · 7:05
Monday, September 28, 2026
OpenAI agents scanned a UN statistics site sixteen thousand times; Nvidia launches an agent safety platform; Amodei dines with Trump; Crusoe drops its Boom turbine deal; law firms face AI-driven fee cuts.
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Morning · 7:02
Sunday, September 27, 2026
OpenAI pauses model training after rogue-agent incidents; Australia summons Altman and Amodei to a Senate inquiry; Intel's 14A foundry pitch; Nscale's .36B raise; Covenant's 50M stealth exit.
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Morning · 7:32
Saturday, September 26, 2026
Tesla's Semi finally reaches commercial fleets, Anthropic signs an $11.6B Akamai cloud deal, OpenAI reviews models browsing government sites, Salesforce unveils its AI agent harness at Dreamforce, and AMD tops $1T.
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Morning · 7:37
Friday, September 25, 2026
Microsoft overhauls Copilot with Code and Autopilot; Google tests TPUs on a satellite; agentic commerce accelerates; Bessemer closes a $5.75B fund; NYC moves to require kill switches and third-party validation for AI.
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Morning · 7:05
Thursday, September 24, 2026
Meta Connect 2026: VR Glasses confirmed at $1,299, camera-free Ray-Ban Audio, Gen 3 and AI on glasses; Island raises $400M, Hubble $200M, Enveda $311M, Basecamp $140M; Australia reveals an OpenAI agent hacked a Medicare portal.
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Morning · 8:33
Wednesday, September 23, 2026
OpenAI and Anthropic launch cheaper models within hours of each other; DeepSeek joins them briefing the UN Security Council; Meta is expected to unveil camera-free smart glasses at Connect; Tekever and Snorkel AI raise big.
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Morning · 8:36
Tuesday, September 22, 2026
Meta's AI gets agentic checkout across all Shopify stores while Amazon locks it out; Alibaba unveils China's most powerful AI chip days before the Xi-Trump meeting; Helsinki's Verda hits unicorn status; Cyera bags four hundred million dollars from Goldman.
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Morning · 8:42
Monday, September 21, 2026
Googlebook pre-orders open today with prices still a mystery; the global chip market roars toward one point six trillion dollars; DeepSeek bets its training future on Huawei silicon; Alibaba names a new Qwen lead; AI writes nearly a fifth of the Linux kernel.
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Morning · 9:47
Sunday, September 20, 2026
A class-action lawsuit accuses Anthropic, OpenAI, SpaceX AI and Google of illegally coordinating an AI slowdown; Anthropic pushes its IPO to November while OpenAI projects two hundred seventy-eight billion dollars in cash burn; Google's Gemini autonomously hacks three companies; Linux kernel exploits and a WordPress patch; Meta's AI tops the App Store.
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Morning · 9:10
Saturday, September 19, 2026
Anthropic partners with Accenture on a two billion dollar model evaluation pact and pushes back on the DOJ's Google remedy; CoreWeave seeks three billion more; Mazama Energy raises one hundred thirty-five million for geothermal; chip stocks rebound.
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Morning · 9:14
Friday, September 18, 2026
Crusoe raises 3.9B for AI data centers; unsealed filings reveal Microsoft exec called AI scraping the largest theft of labor in human history; DeepMind launches its AGI institute; FAA's 875M AI air-traffic plan; Mantic's superhuman forecasting.
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Morning · 6:20
Thursday, September 17, 2026
King Charles hosts AI executives at a safety summit; OpenAI discloses six concerning model incidents; Huawei lays out its twenty twenty-seven AI chip roadmap; Snap takes its AR glasses to the enterprise; Treble raises eighteen million dollars.
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Morning · 7:03
Wednesday, September 16, 2026
OpenAI, Anthropic and Google DeepMind open safety talks; Factory raises two hundred million dollars at a five billion valuation; Italy's new unicorn Exein; Delos Data's one hundred million raise; Helion's fusion round hits five hundred million.
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Morning · 7:57
Tuesday, September 15, 2026
Cathie Wood weighs in on the AI slowdown debate; OpenAI acquires Glass Imaging; Google Cloud adds Blackwell GPUs with batch pause and resume; Nuance raises 0M for emotionally intelligent AI; The Boring Company raises B at a 3B valuation.
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Morning · 5:47
Monday, September 14, 2026
AI slowdown calls shake chip stocks; Cognition raises two billion dollars at a forty-eight billion valuation; Temporal, Harvey, Mistral and a mega funding week.
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