Is Oracle The New Nvidia?

Looks like we’re going to be getting new Meta smartglasses later this week. OpenAI wants to up its AI for coding game. Is the whole TikTok saga finally coming to a conclusion? Almost half a billion people use Spotify for free? And how to use the best feature of the new iOS. 'Meta Ray-Ban Display' Glasses Design & HUD Clips Leak Ahead Of Connect (Upload) OpenAI upgrades Codex with a new version of GPT-5 (TechCrunch) Beijing says TikTok’s US app will use Chinese algorithm (Financial Times) Spotify will now let free users pick and play tracks (TechCrunch) iOS 26 Review: A New Look I'll Be Happy With for the Next 12 Years (CNet) Podcast Listener Survey: https://www.morningbrewbreakroom.com/c/r/Tech-Brew-Ride-Home Learn more about your ad choices. Visit megaphone.fm/adchoices

Nano Banana is such a hit that Gemini is suddenly ahead of ChatGPT, at least if we’re measuring by the app store. Lots of interesting new data about how people are actually using AI. A new accelerator program from OpenAI itself, and is the AI boom like the dawn of the microprocessor or more like the dawn of containerization? Google Gemini is the top free iPhone app (9to5Google) Here’s what the data says people ask ChatGPT (Washington Post) Anthropic Finds Businesses Are Mainly Using AI to Automate Work (Bloomberg) China Targets Nvidia Over 2020 Deal, Straining Trade Talks (Bloomberg) PayPal Links lets you send and receive money much faster now - even crypto (ZDNet) OpenAI announces new mentorship program for budding tech founders (CNBC) AI Will Not Make You Rich (Colossus) Listener Survey: https://www.morningbrewbreakroom.com/c/r/Tech-Brew-Ride-Home Learn more about your ad choices. Visit megaphone.fm/adchoices

John Borthwick on Betaworks shares his journey from a tech-savvy youth to a prominent figure in the New York City tech scene. He discusses his early experiences with computers, the transformative impact of the World Wide Web, and the vibrant tech culture of the 90s. Borthwick reflects on his role in creating Total New York, the lessons learned from the AOL acquisition, and the challenges faced during the dot-com bubble burst. He also highlights the rise of social media platforms like Photolog and the evolution of BetaWorks as a hub for innovation, particularly in the AI space. Throughout the discussion, Borthwick emphasizes the importance of creativity, constraints, and the ever-changing landscape of technology. Learn more about your ad choices. Visit megaphone.fm/adchoices

OpenAI and Microsoft say they have ironed out their differences… tentatively. Not officially. I’ll explain why that is interesting. With new FDA clearance for the Apple watch are millions of people about to discover they have hypertension? What if AI is less corrupt than humans? And, of course, the Weekend Longreads Suggestions. OpenAI and Microsoft reach tentative deal to revise partnership (Axios) OpenAI Takes Big Steps Toward Its Long-Planned Reorganization (NYTimes) OpenAI & Microsoft Agree to Agree, Tentatively (Spyglass) Apple Watch hypertension alerts feature receives FDA clearance (9to5Mac) Albania appoints AI bot as minister to tackle corruption (Reuters) Weekend Longreads Suggestions: Why is AI struggling to discover new drugs? (Financial Times) Online travel platforms prepare for rise of artificial intelligence ‘agents’ (Financial Times) Learn more about your ad choices. Visit megaphone.fm/adchoices

Well we now know one of the big contracts that sent Oracle shares flying. OpenAI of course. We have another IPO pop. YouTube videos now have multilanguage dubbing. Is it risky to bet on just one version of AI? And a deep dive analysis of how Oracle got AI religion. Oracle, OpenAI Sign $300 Billion Cloud Deal (WSJ) Klarna Climbs 15% in Trading Debut After $1.37 Billion IPO (Bloomberg) Microsoft's first preview of Visual Studio 2026: Deeper AI and a design refresh (The Register) YouTube’s multi-language audio feature for dubbing videos rolls out to all creators (TechCrunch) AI’s $344 Billion ‘Language Model’ Bet Looks Fragile (Bloomberg) How Oracle’s Larry Ellison rode the AI ‘tsunami’ (Financial Times) Paris 1944: Occupation, Resistance, Liberation: A Social History Learn more about your ad choices. Visit megaphone.fm/adchoices

Larry Ellison becomes the richest person in all the land! Is Oracle the new Nvidia? Spotify finally delivers on lossless audio. Robinhood is going to roll out true social trading. Quantum computing continues to be hot. And the startup that’s taking my AI podcast experiment to the next, logical level. Oracle Is the New Nvidia, for Better or Worse (WSJ) Spotify adds lossless streaming after 8 years of teasing (The Verge) Apple says the iPhone 17 comes with a massive security upgrade (The Verge) Robinhood, a Broker Built for Social-Media Age, to Launch Its Own Social Network (WSJ) Quantum computing company raises a record $1bn (FT) 5,000 Podcasts. 3,000 Episodes a Week. $1 Cost Per Episode — Behind an AI Start Up’s Plan (The Hollywood Reporter) Learn more about your ad choices. Visit megaphone.fm/adchoices

All the headlines from the iPhone event earlier today, including the new iPhone Air. The judge isn’t happy with Anthropic’s $1.5 B payday to authors. OpenAI isn’t happy with California and might leave. And despite what it’s said publicly, Google recently argued in court that the post-AI web is already dying. Links: Apple announces iPhone Air: the thinnest iPhone ever (9to5Mac) Apple’s iPhone 17 Pro has the biggest battery of any iPhone (The Verge) Anthropic Judge Blasts $1.5 Billion AI Copyright Settlement (2) (Bloomberg Law) Xbox is coming to cars thanks to an LG and Microsoft partnership (The Verge) OpenAI Executives Rattled by Campaigns to Derail For-Profit Restructuring (WSJ) Microsoft mandates a return to office (The Verge) New Google Court Doc: Open Web Is In Rapid Decline (Search Engine Roundtable) Learn more about your ad choices. Visit megaphone.fm/adchoices

Anthropic has agreed to pay $1.5 billion dollars to authors of books that might have trained their AI. Would my book qualify for some of that money? Also, why this is interesting in general. OpenAI is making a movie. Tokenizing the stock market. Three interesting raises, and at the end of the show, let me tell you about my weekend experiment with AI. Links: Anthropic Reaches $1.5 Billion Author Copyright Settlement (Bloomberg) OpenAI Backs AI-Made Animated Feature Film (WSJ) Nasdaq makes push to launch trading of tokenized securities (Reuters) Mistral Set for $14 Billion Valuation With New Funding Round (Bloomberg) Databricks Crosses $4 Billion in Annual Revenue Rate (WSJ) ElevenLabs to Let Staff Sell Shares at $6.6 Billion Valuation (Bloomberg) AI Generated 'Boring History' Videos Are Flooding YouTube and Drowning Out Real History (404Media) My AI Experiment: The History of Amazon My AI Expeirment: The History of Google Learn more about your ad choices. Visit megaphone.fm/adchoices

Julie Samuels shares her journey from a journalism major to a prominent figure in the tech advocacy space, detailing her experiences at NCSA, her work with EFF, and her role in founding Tech NYC. She discusses the evolution of the internet, the cultural differences between Silicon Valley and New York City, and the importance of community engagement in shaping the future of technology. Julie emphasizes the need for tech companies to be involved in civic issues and how Tech NYC aims to support and represent the tech industry in New York. 00:00 Introduction and Early Internet Experiences 02:11 Career Beginnings at NCSA 05:08 Transitioning to Journalism and Early Online News 08:00 The Shift in Journalism and the Dot Com Bubble 10:53 The Evolving New York Tech Scene 13:54 Joining EFF and First Amendment Advocacy 16:55 Mainstreaming of Internet Issues 19:53 Reflections on the Impact of Technology 21:05 The Optimism of the Tech Boom 24:19 Contrasting Silicon Valley and New York Tech 32:25 The Birth of Tech NYC 42:34 Tech NYC's Role in Today's Landscape Learn more about your ad choices. Visit megaphone.fm/adchoices

From the, this wasn’t on my bingo card file, OpenAI has launched a sort of job board? Why Broadcom might become Nvidia’s big rival. Is AI image generation about to have its Napster moment? And in the Longread Suggestions, a deep-dive state of the job market in tech. 00:00 Intro 00:33 OpenAI Job Search 04:22 Broadcom Competes With Nvidia? 07:41 AI Image Napster Moment? 11:30 Nividia's "Self Dealing"? 15:35 Longreads Links: OpenAI Plans Jobs Platform, Certification Program for AI Roles (Bloomberg) OpenAI set to start mass production of its own AI chips with Broadcom (FT) Warner Bros. Discovery Sues AI Giant Midjourney for Copyright Infringement In Major Legal Battle (The Hollywood Reporter) Nvidia to Pay $1.5 Billion to Rent Back Its Own Chips From Cloud Startup (The Information) Weekend Longreads Suggestions: State of the software engineering job market in 2025 (The Pragmatic Engineer) Learn more about your ad choices. Visit megaphone.fm/adchoices