Tech Brew Ride Home

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)

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Sam Altman has a lot of stuff to say about AI and let’s just say comms needs to have a quiet word with him. SaaS may or may not be dead, but is the replacement vertical AI? And a big thought experiment. If the AI bulls are right and AI transforms the economy, what might that look like?


Sam Altman Says Companies Are ‘AI Washing’ Layoffs (Gizmodo)


People Loved the Dot-Com Boom. The A.I. Boom, Not So Much. (NYTimes)


Sam Altman would like to remind you that humans use a lot of energy, too (TechCrunch)


Half the AI Agent Market Is One Category. The Rest Is Wide Open. (Garry's List)


Google Restricts AI Ultra Subscribers Over OpenClaw OAuth, Days After Anthropic Ban (Implicator.ai)


THE 2028 GLOBAL INTELLIGENCE CRISIS (Citrini Research)

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When your AI bot breaks your operations, even when you’re AWS. More on OpenAI’s hardware plans. Hey, remember Perplexity? What’s up with them? Is Uber roadkill in the self-driving car horserace? And, of course, the Weekend Longreads Suggestions.


Amazon service was taken down by AI coding bot (FT)


Ex-Googlers Charged With Stealing Phone Processor Secrets (Bloomberg)


OpenAI Plans to Price Smart Speaker at $200 to $300, as AI Device Team Takes Shape (The Information)


Microsoft has a new plan to prove what’s real and what’s AI online (MIT Technology Review)


Perplexity’s Retreat From Ads Signals a Bigger Strategic Shift (Wired)


Uber, Latest Victim of Disruption Panic, Still Has Role in Robotaxis (WSJ)

Weekend Longreads Suggestion:


Who needs a laptop when you have a folding phone? (The Verge)

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Gemini is getting with the increased cadence of AI releases. Honestly, can we even keep up at this point? A dispatch from the social media trial as Zuck takes the stand. At long last, Amazon dethrones Walmart. Apple seems poised to unleash a slew of AI wearables. And the new storage system to preserve data, Canticle for Leibowitz-style.


Google announces Gemini 3.1 Pro for ‘complex problem-solving’ (9to5Google)


Mark Zuckerberg said he reached out to Apple CEO Tim Cook to discuss ‘wellbeing of teens and kids’ (CNBC)


Amazon Dethrones Walmart as World’s Biggest Company by Sales (Bloomberg)


Apple Ramps Up Work on Glasses, Pendant, and Camera AirPods for AI Era (Bloomberg)


Microsoft’s Glass Chip Holds Terabytes of Data for 10,000 Years (Bloomberg)

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New pixel phone. A bunch of new AI models including Gemini’s entry into the music AI space. Everybody is trying to make AI fetch happen in India. And Matthew Ball’s state of the gaming industry report doesn’t paint as gloomy a picture as our own headlines might have suggested this year.


The Pixel 10A is a little too much like last year’s phone (The Verge)


Anthropic releases Sonnet 4.6 (TechCrunch)


Google’s AI music maker is coming to the Gemini app (The Verge)


Adani bets $100 billion on data centres to power India’s AI ambitions (Reuters)


Nvidia secures multibillion-dollar Meta deal as it battles chip rivals (FT)


Global game content sales rose 5.3% to $195.6bn in 2025 (GamesIndustry.biz)

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