Morning Brew Daily

Episode 790: Neal and Toby talk about the US-Iran conflict that’s erupted and the shake up across the global economy. Then, OpenAI reaches an AI agreement with the Defense Department after Anthropic refuses to give it access. Plus, Pokemon celebrates its 30th anniversary and continues to be one of the most valuable brands in the world. Meanwhile, former New Zealand Prime Minister Jacinda Ardern is the latest case of ‘brain drain’ in the move to Australia. Finally, what you need to know in the week ahead. 

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Episode 789: Neal and Ann dive into why Netflix has walked away from acquiring Warner Bros. Discovery after Paramount makes another counter offer. Then, Jack Dorsey’s Block cuts nearly half of his staff due to AI, and he thinks companies will ultimately do the same. Meanwhile, more and more Americans are packing up their bags and moving away. Also, Waymo expands into more cities. Papa John’s closes hundreds of stores. And Doritos launches protein chips. 

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Episode 788: Neal and Ann recap Nvidia’s reported earnings that buoy the AI sector by beating expectations. Then, Kalshi reveals a couple cases of insider trading on its prediction markets platform, including one from MrBeast’s production team. And, Anthropic's safety measures are under scrutiny as a hacker uses its code to break into the Mexican government to obtain sensitive information. Meanwhile, Neal shares numbers from the week on the gaming industry, South Korean fertility rates, and a possible ube shortage. Finally, could you handle Dunkin’s 48oz Iced Coffee Bucket? 

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Episode 787: Neal and Toby recap the biggest news from President Trump’s State of the Union address. Then, the recent fears of AI, causing widespread selloffs, has been a boon for utility or energy stocks, or HALO trades, “heavy assets, low obsolescence.” Also, the creators of Dark Sky are back with a new weather app that overshadows your native weather app. Meanwhile, “Survivor” returns for its 50th season and a chat about how it’s shaped TV. 

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Episode 786: Neal and Toby chat about the software stock wipeout after a report from Citrini Research said AI could be detrimental to the economy. Then, Anthropic CEO Dario Amodei will meet with Defense Secretary Pete Hegseth to discuss the use of Claude for the US military. Also, what is Blue Owl? And why is it rattling the private credit industry? Meanwhile, Toby dives into the trend of the iPod making a comeback thanks to Gen Z. 

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