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Skepper: Morning Brew

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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2194 episodes
Another Day, Another OpenAI Deal

Another Day, Another OpenAI Deal

Well, another day, another OpenAI deal, but this is their big move to get in bed with AWS. More monitoring of the moment prediction markets are having...

2025-11-03 20:47:00 1357
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(BNS) Cohesity CEO Sanjay Poonen

(BNS) Cohesity CEO Sanjay Poonen

Sanjay Poonen, CEO of Cohesity, discusses the strategic acquisition of Veritas' data protection business, emphasizing the benefits for customers and t...

2025-11-01 14:00:00 1496
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Amazon Didn’t Scare Investors

Amazon Didn’t Scare Investors

Amazon didn’t scare investors this Halloween. They’re quite pleased, actually. They’re not public but we now know how much money OpenAI lost this quar...

2025-10-31 19:00:00 1407
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Wall Street: Spend! (But Not Too Much…)

Wall Street: Spend! (But Not Too Much…)

Three big tech earnings reports give a mixed message. Wall Street wants you to spend on the AI buildout, but not too much, and maybe not you, Meta. So...

2025-10-30 17:19:00 1284
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Nvidia $5T

Nvidia $5T

Nvidia announced a whole bunch of things yesterday and that sent their market cap above $5 trillion for the first time. Grammarly rebrands as Superhum...

2025-10-29 20:07:00 1274
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OpenAI Has Gone For-Profit

OpenAI Has Gone For-Profit

OpenAI has officially done its whole reorg to for-profit thing. Amazon is cutting a metric ton of employees and its blaming AI. Elon launches Grokpedi...

2025-10-28 19:00:00 1417
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Forget AI, The Counter-Strike Bubble Just Burst

Forget AI, The Counter-Strike Bubble Just Burst

Did Microsoft use dark patterns to charge more for AI? The tech angle to that whole NBA gambling scandal. Forget the AI bubble, the Counter-Strike bub...

2025-10-27 18:12:00 1307
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(BNS) Baratunde Thurston

(BNS) Baratunde Thurston

Baratunde Thurston shares his journey from a tech-savvy upbringing to becoming a prominent voice in comedy and digital media. Baratunde reflects on hi...

2025-10-24 18:00:00 3124
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(BNS) Hugging Face Founder Clément Delangue

(BNS) Hugging Face Founder Clément Delangue

Clem discusses his journey from early computing experiences to founding Hugging Face, emphasizing the importance of community, collaboration, and open...

2025-10-23 18:00:00 3559
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OpenAI’s Browser: ChatGPT Atlas

OpenAI’s Browser: ChatGPT Atlas

Just two stories. First, OpenAI launches a web browser, ChatGPT Atlas. What it does, and why are they doing it. Then, Samsung has made a cheaper Visio...

2025-10-22 18:38:00 1243
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C’mon Apple, Buy HBO!

C’mon Apple, Buy HBO!

HBO Max might be on the market and I want Apple to buy it! Coinbase is on an acquisition tear. Is the Amazon job apocalypse nigh? Is OpenAI plotting t...

2025-10-21 19:00:00 1152
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The Winners Of The AI Boom You Never Thought About

The Winners Of The AI Boom You Never Thought About

Big AWS outage took down half the internet overnight. X wants you to be able to snap up dormant or desirable X handles. Blackwell chips look like they...

2025-10-20 19:04:00 1198
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Skills For Claude As A New AI Paradigm?

Skills For Claude As A New AI Paradigm?

Do Skills for Claude represent a new sort of user paradigm for AI? Battlefield 6 seems to be doing what EA needs it to do. Nintendo seems to be killin...

2025-10-17 18:00:00 1198
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A $300 Trillion Oopsie

A $300 Trillion Oopsie

So, a huge, huge, like bigger than the entire world’s GDP fat finger episode in the world of stablecoins. Zuck has poached another one from Apple. Pot...

2025-10-16 18:24:00 1178
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M5 Chips Are Here

M5 Chips Are Here

The new Apple M5 chips are here, and I’ll tell you what devices got them and what they can do. ChatGPT wants to allow you to have sexy time. Waymo is...

2025-10-15 19:10:00 1153
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Sam Altman’s Financial Engineering

Sam Altman’s Financial Engineering

The Dutch government has taken control of a Dutch chipmaker that had Chinese owners. Yet another big OpenAI deal, this time with Broadcom. The first A...

2025-10-14 18:41:00 1192
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(BNS) Jennifer Hyman Of Rent The Runway

(BNS) Jennifer Hyman Of Rent The Runway

Jenn Hyman shares her journey from early influences of entrepreneurship to founding Rent the Runway. She discusses the impact of the internet on her c...

2025-10-13 14:51:00 2586
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China’s Getting Tetchy Again

China’s Getting Tetchy Again

China is stirring the pot on the tech trade wars once again. Sora has grown faster than even ChatGPT did. Is OpenAI now better at vibe coding than Ant...

2025-10-10 18:39:00 1179
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Intel Punches Back

Intel Punches Back

Intel tries to punch its way back to relevancy with the release of Panther Lake, the first chip built on its 18A process. Is Cursor so successful it’s...

2025-10-09 18:33:00 1281
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The AI Concern Committee Is Back

The AI Concern Committee Is Back

More on the circular nature of the recent AI deals. AI now accounts for more debt issuance than US banks. AI companies consider using the billions the...

2025-10-08 19:00:00 1211
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OpenAI Wants To Be The Windows Of AI

OpenAI Wants To Be The Windows Of AI

Forget building apps on TOP of ChatGPT, now they’ve put the apps INSIDE of ChatGPT. Why this is a play for ChatGPT to become the Windows of the AI era...

2025-10-07 19:00:00 1238
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OpenAI’s Big AMD Deal

OpenAI’s Big AMD Deal

Another huge OpenAI deal, this time with AMD. The huge amount of chips Elon is buying for his Colossus II. It’s not just compute! How the AI boom is d...

2025-10-06 19:00:00 1304
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(BNS) How Snowflake Wrote The GTM Playbook

(BNS) How Snowflake Wrote The GTM Playbook

Make It Snow is Snowflake’s go-to-market playbook, told by longtime CRO Chris Degnan and CMO Denise Persson. The central idea: sales and marketing mus...

2025-10-04 20:00:00 3182
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Apple Blocks ICEBlock

Apple Blocks ICEBlock

Apple removes an app after the DOJ asked them to. People are using AI, but which AI are they actually paying for? Sora is now the number one app in al...

2025-10-03 18:31:00 1309
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Apple To Bench The Vision Pro?

Apple To Bench The Vision Pro?

More fallout from the Sora explosion, including my take on using it. OpenAI is now officially the biggest startup in the galaxy. We now know what Mira...

2025-10-02 19:33:00 1217
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Sora, Sora, Sora

Sora, Sora, Sora

Why Sora is all anyone can talk about, both the new social network and the new AI model. Satya Nadella is still Microsoft’s CEO but he’s taken some th...

2025-10-01 20:36:00 1225
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Amazon’s Hardware Event

Amazon’s Hardware Event

All the headline’s from Amazon’s fall hardware event. Daniel Ek is stepping back from Spotify. A new Claude model. ChatGPT gets into the shopping biz....

2025-09-30 19:00:00 1243
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EA Taken Private

EA Taken Private

The biggest sign yet of the state of the gaming industry, EA is being taken private. DeepSeek’s new model might start a new AI price war. OpenAI annou...

2025-09-29 19:24:00 1248
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(BNS) You're Not Killing It. Nobody Is Killing It. VC Legend Jerry Colonna

(BNS) You're Not Killing It. Nobody Is Killing It. VC Legend Jerry Colonna

One of the very first VCs of the Internet Era, and especially the NYC tech ecosystem, Jerry Colonna reflects on his journey from growing up in New Yor...

2025-09-27 19:00:00 4498
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Is TikTok US Only Worth $14B?

Is TikTok US Only Worth $14B?

Maybe… the TikTok thing has finally reached a resolution. Again. Maybe Amazon owes us all some money. Maybe that Neon app from yesterday was a bad ide...

2025-09-26 17:39:00 1403
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Get Paid To Train AI On Your Phone Calls?

Get Paid To Train AI On Your Phone Calls?

Another lawsuit against OpenAI, this time from xAI. Intel approached Apple about bailing them out. What if crypto was reversable so you could recover...

2025-09-25 19:00:00 1220
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The AI Incentives Game

The AI Incentives Game

Stargate gets off the ground, or at least, announces it is. What if OpenAI leases the chips from Nvidia instead of buying them. I go a bit deep in thi...

2025-09-24 18:52:00 1225
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Ouroboros All The Way Down?

Ouroboros All The Way Down?

Nvidia is investing $100B in OpenAI, and there are a billion angles to that fact, so get ready to dive into it. Why were there giant sim farms popping...

2025-09-23 19:00:00 1213
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TikTok Deals? Visa Rules?

TikTok Deals? Visa Rules?

Once again, I THINK a TikTok deal is happening, so updates on that. Why lots of folk in the tech industry are worried about new H-1B visa rules. Might...

2025-09-22 19:09:00 1330
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(BNS) Datadog Founder Olivier Pomel

(BNS) Datadog Founder Olivier Pomel

Today I’m joined by Olivier Pomel, cofounder/CEO of Datadog. We trace his path from French open-source tinkerer to NYC founder, the dev-vs-ops frictio...

2025-09-20 20:00:00 2904
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(CORRECT) OpenAI’s Hardware Plans Worry Apple

(CORRECT) OpenAI’s Hardware Plans Worry Apple

(Sorry about the editing error earlier)

Nvidia is investing in self-driving AI tech. Google has given up the ghost and is making Chrome a...

2025-09-19 20:17:00 1283
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Nvidia And Intel Get Together

Nvidia And Intel Get Together

Has Intel found the big customer for its Foundry that it needs to survive? The big tie up with Nvidia announced this morning. All the announces from M...

2025-09-18 19:00:00 1158
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Nvidia In Trouble In China Again

Nvidia In Trouble In China Again

The framework of a TikTok deal is finally coming together. Nvidia suffers another major setback in China. Bunch of new AI stuff from YouTube. A coming...

2025-09-17 19:00:00 1238
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Meta Smartglasses Leak

Meta Smartglasses Leak

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 finall...

2025-09-16 13:00:00 1235
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Gemini’s Suddenly The #1 App In All The Land

Gemini’s Suddenly The #1 App In All The Land

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 h...

2025-09-15 19:00:00 1244
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