Tech Brew Ride Home

Host Brian McCullough covers Apple’s strong Q2 earnings, driven by MacBook Neo demand and a leadership transition to John Ternus.

Tech Brew Ride Home covers major earnings, with Alphabet soaring on cloud growth while Meta dropped 10% over $145 billion CapEx.

The EU escalated its DSA probe against Meta for failing to block under-13 users on Instagram and Facebook.

The Musk v.

China blocked Meta’s $2 billion Manus acquisition, closing the "Singapore washing" loophole for offshore AI startups.

Host Brian McCullough covers DeepSeek’s cost-effective V4 models, OpenAI’s GPT 5.

This episode covers SpaceX’s potential acquisition of Cursor and its plans to manufacture GPUs, alongside Microsoft’s first voluntary retirement program.

SpaceX struck a deal to potentially acquire AI coding startup Cursor for $60 billion to bolster XAI’s capabilities.

Apple names John Ternus as CEO, succeeding Tim Cook, who becomes executive chairman.

Vercel confirmed a security breach stemming from a compromised third-party AI OAuth app, while the NSA reportedly uses Anthropic’s Mythos model despite Pentagon blacklisting.

This episode covers Netflix’s earnings beat offset by weak guidance and Reed Hastings’ board departure.

Host Brian McCullough covers Anthropic’s release of Claude Opus 4.

Snap cuts 16% of its workforce citing AI efficiency, while Allbirds pivots from shoes to AI compute infrastructure as Newbird AI.

Amazon acquires GlobalStar for $10.

This episode covers two attacks on Sam Altman’s home, with suspects arrested for arson and gunfire.