Tag: Tech Brew Ride Home

• Tech Brew Ride Home: The AI Trade

  July 31, 2026

  Listen: https://ift.tt/XGEhTQx 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… more ›

• Tech Brew Ride Home: Claude 365

  March 9, 2026

  Listen: https://ift.tt/qVt3A2Q Anthropic is fighting the government in court. Microsoft is turning to Anthropic to get agentic in all its productivity products. A big new hyperscaler startup has raised a… more ›

• Tech Brew Ride Home: (BNS) Could AI Spending Blow Up The Economy? With Paul Kedrosky

  August 10, 2025

  Listen: https://ift.tt/qnB2RN4 I spoke with the great Paul Kedrosky to discuss the significant impact of AI capital expenditure (CapEx) on the economy, exploring how it contributes to GDP growth and… more ›

• Tech Brew Ride Home: Fri. 08/08 – GPT-5 Fallout

  August 9, 2025

  Listen: https://ift.tt/6oGjVLY Tracking the fallout and implications from GPT-5’s rollout yesterday. Why is Google’s AI chatbot filled with self-loathing and recrimination? Are President Trump’s comments just the latest worry for… more ›