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Tech Brew Ride Home

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Tech Brew Ride Home
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  • Tech Brew Ride Home

    What Will These IPOs Do To The Stock Market?

    02-06-2026 | 22 Min.
    Anthropic confidentially filed for an IPO that could come as soon as this fall, joining SpaceX and OpenAI in a $4T listing parade. Anthropic expands Mythos access to 15+ countries, Alphabet raises $80B for AI spending, and mathematicians publish a warning declaration on AI.


    Anthropic says it has confidentially filed for an IPO, which could happen as soon as this fall, joining OpenAI and SpaceX in preparing to go public in 2026 (NYT)


    Anthropic says it will extend Project Glasswing to organizations in 15+ countries, sources say giving Mythos access to Five Eyes, NATO, Samsung, SK, and others (FT)


    Alphabet is raising $80B through equity offerings, including a $10B investment deal with Berkshire, to fund AI spending, in one of the largest equity deals ever (Bloomberg)


    Sixteen mathematicians publish the Leiden Declaration on AI and Mathematics to warn of potential threats to the field, such as around accuracy and reliability (NYT)

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  • Tech Brew Ride Home

    Interviewing For A Job At Anthropic? DON’T Use AI.

    01-06-2026 | 21 Min.
    Nvidia unveiled the RTX Spark, an Arm-based consumer chip family built with MediaTek on TSMC 3, plus a DGX Station desktop that runs 1T-parameter models. Intel detailed its Crescent Island GPUs, MiniMax launched a coding model rivaling Opus 4.7 at 1/40th the price, and Anthropic bans AI in interviews.


    Nvidia announces the RTX Spark, an Arm-based consumer chip family it calls "the most efficient PC chip ever built", made on TSMC 3 in partnership with MediaTek (The Verge)


    Intel details its Crescent Island data center GPUs, built on its Xe3P architecture and using LPDDR5X memory instead of HBM, calling them "built for agentic AI" (Tom's Hardware)


    Nvidia unveils DGX Station for Windows, a desktop PC powered by a GB300 Grace Blackwell chip with up to 748 GB of memory, capable of running 1T-parameter models (SiliconAngle)


    Chinese AI developer MiniMax debuts M3, a new coding model that it says rivals Claude Opus 4.7, costing $0.12 per 1M input tokens, compared with $5 for Opus 4.7 (The Information)


    A look at Anthropic's hiring process, which prohibits AI use in interviews and features a culture interview that candidates describe as highly intense (Bloomberg)

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  • Tech Brew Ride Home

    Portfolio Profile: Sora

    31-05-2026 | 46 Min.
    Find out more about Sora here.

    Find out more about the Ride Home Fund here.
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  • Tech Brew Ride Home

    New Claude, New Realities

    29-05-2026 | 24 Min.
    Anthropic dropped Opus 4.8 with dynamic workflows for Claude Code and raised $65B at a $965B valuation, overtaking OpenAI. Blue Origin's New Glenn exploded during testing, Amazon killed its AI usage leaderboard, and an AI startup offers free home cleaning for training data.


    Anthropic launches Opus 4.8, saying it's "more likely to flag uncertainties about its work and less likely to make unsupported claims", at the same price as 4.7 (TechCrunch)


    Anthropic raised a $65B Series H at a $965B post-money valuation, overtaking OpenAI's $852B valuation, and says its revenue run rate crossed $47B this month (NYT)


    Blue Origin's New Glenn rocket, which exploded during testing on Thursday, was set to ferry 48 Amazon Leo satellites on Monday; Amazon paid Blue Origin $2.7B (FT)


    Sources: Amazon has shut down an internal leaderboard that tracked employees' use of AI tools after workers tried to boost their scores with needless tasks (FT)


    AI startup Shift launches a free home cleaning service in NYC to record first-person video with a camera-equipped cap and use it to train robots (The Verge)

    Longreads


    Simon Willison on how coding agents gave Anthropic and OpenAI real product-market fit, burning $1,000+/month in tokens per power user and changing enterprise pricing (Simon Willison)


    Kirkland & Ellis, the world's highest-grossing law firm, is setting aside $500M to build its own AI platform rather than rely on tools available to its rivals (FT)

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  • Tech Brew Ride Home

    RAMpocalypse Now!

    28-05-2026 | 21 Min.
    Valve hiked Steam Deck prices by up to $300 as RAMageddon hits consumer electronics. Bloomberg detailed Apple's Siri overhaul ahead of WWDC, Meta rolls out subscription plans for Instagram, Facebook, and WhatsApp, and Oura unveils a 40% smaller Ring 5.


    Valve hikes the Steam Deck OLED's prices due to "rising memory and storage costs": from $549 to $789 for the 512GB model and from $649 to $949 for the 1TB model (The Verge)


    Illustrations based on sources detail Apple's Siri overhaul, including a new UI, a chatbot-style app, and other major iOS 27 changes, ahead of WWDC on June 8 (Bloomberg)


    Meta rolls out Plus plans for Instagram, Facebook, and WhatsApp globally, and tests $7.99/month and $19.99/month Meta AI plans, and a $49.99/month creator plan (TechCrunch)


    Reactor, which says its AI platform can generate video in real-time with near-zero latency, emerges from stealth with a $59M Series A led by Lightspeed (Variety)


    Oura unveils the Oura Ring 5, with a 40% smaller form factor, improved sensing, and repositioned LEDs, on sale from June 4 for $399, up from the Ring 4's $349 (Bloomberg)

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Silicon Valley's water cooler podcast. A tech news summary every day... 15 minutes and you're up to date. From Tech Brew, Morning Brew's tech hub.
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