TECH BREW RIDE HOME (podcast) guy. GP: RIDE HOME FUND. Also: INTERNET HISTORY PODCAST guy (It's back!) Pick a pod and listen, or invest alongside me.
Brooklyn, NY
Joined July 2006
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🧵Some personal news: After a 6 year hiatus, the Internet History Podcast is back! Yes, the original tech history podcast is back with the first three episodes below, followed by a new one every week for the foreseeable future. Search your podcast app now so you don't miss the amazing interviews we have coming! Start with this one 👇 youtu.be/sjkkdcMp2Pk
Can AI Forecast a Historic El Niño?
This year's El Niño is already the strongest on record, and the FT says it is about to become the biggest test yet for AI weather forecasting. Some scientists warn that AI is trained on the past, and the future may not be the past.
Spotify plans an AI product for early 2027 that lets subscribers make their own remixes and covers for an extra $4-5 a month, per the FT. Universal has signed; Sony and Warner are still negotiating. And Olivia Rodrigo: "I would never."
Amazon's Q3 sales rose 12% to $201.9 billion, short of estimates, as capital spending topped $77 billion. Online store sales grew just 2%, the slowest since early 2023. And Andy Jassy says outlays will rise “meaningfully” in 2027.
How Hackers Drained Binance
Hackers took $6.3 billion from Binance in the biggest crypto heist in history, and Binance says it will cover every dollar from its SAFU fund and company reserves.
Brian McCullough retweeted
Never forget Patrick Stewart delivering one of the most iconic Trek moments of all time. THERE ARE. FOUR. LIGHTS.
Brian McCullough retweeted
we will be thinking about this stretch of weather in nyc for years to come
Is Google Strangling Its Cash Cow?
Alphabet's Q3 free cash flow: negative $9.07 billion, as AI capex hit $51.4B and search ad growth slowed to 12%. Google Cloud grew 103%, and ads in AI Mode are going global — but AI Mode searches earn less than classic search.
Hackers leaked data on 41,000+ DHS employees and contractors, including ICE and CBP agents. DDoSecrets says it came from DHS’s Okta login; Okta says it has no evidence of a breach. The records even name permission groups for certified undercover operations.
DoorDash Swallows Instacart for $17B
DoorDash has agreed to buy Instacart for around $17 billion, $65 a share and a 26% premium, its largest deal ever. Instacart was valued at $39 billion in the pandemic grocery boom.
Did China Get Inside Nvidia?
US officials believe a Megaspeed executive is a Chinese intelligence asset who got close to Jensen Huang and fed information to Beijing, the New York Times reports. Trump was briefed a year ago and chose not to act.
Brian McCullough retweeted
NVIDIA solved transcription, this is the perfect scene to demonstrate that. Will report back with my own findings!
Meet NVIDIA Nemotron 3.5 Transcribe 🎙️
An open-weight, promptable 30B MoE model with ~4B active parameters that brings transcription in 40 languages, speaker attribution, translation, contextual prompting and audio understanding into one checkpoint.
Watch it keep track of who said what when everyone’s talking at once.
1/ 🧵
Brian McCullough retweeted
The silent race going on underwater: Anthropic wants to make a huge release to secure the IPO, while OpenAI prepares to match it same day to nuke them.
It's a mindgame that led both to sandbag for the past 2 months; the only hints of their insane capabilities improvement velocity are the scientific results they release.
Hopefully post IPO the internal & external frontier will get closer.
Brian McCullough retweeted
Everything is TV!
Google with a crazy stat on their earnings all:
"Living room accounted for over one-third of total YouTube ads revenues." — CBO Philipp Schindler
Brian McCullough retweeted
Surely this is one of the most amazing pieces of journalism ever written. I'm not kidding. I am in awe. You will be too. Read it:
newyorker.com/magazine/2026/…
