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Tech Brew Ride Home

AI One-Upsmanship

Tech Brew Ride Home

Amalgamated Internets, LLC

Tech News, Technology, News

4.71K Ratings

🗓️ 22 May 2026

⏱️ 22 minutes

🧾️ Download transcript

Summary

Quantum computing stocks surged after the US announced $2B in grants with equity stakes. Spotify jumped 13% on 2030 guidance targeting $100B in revenue. Anthropic expects $10.9B in Q2 revenue and its first-ever operating profit, while Trump pulled back an AI executive order after calls with Musk and Zuckerberg. Shares of quantum computing companies surged Thursday after the US government announced grants with equity stakes: D-Wave closed up 33%, Rigetti 30%, IBM 12% (CNBC) Spotify closed up 13% on Thursday after announcing new features and 2030 guidance, forecasting a compound annual growth rate in the mid-teens (CNBC) Workday reports Q1 revenue up 13% YoY to $2.54B vs. $2.52B est., and lifts its full-year forecast, saying its AI strategy is working; WDAY jumps 9%+ after hours (CNBC) Sources: Trump delayed signing the AI EO because "he just hates regulation"; there were questions about the EO giving the Treasury Department a leading role (Axios) Investor disclosures: Anthropic says it expects to generate $10.9B in revenue in Q2, up 127% from $4.8B in Q1, and turn a $559M operating profit, its first ever (WSJ) Longreads In more than two-thirds of the world's countries, birthrates have fallen below replacement, and researchers increasingly point the finger at smartphones and social media (FT) Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

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0:21.8

Dot-court-Uk slash podcast to learn more. Welcome to the TechBrew right home for Friday, May 22nd,

0:31.0

2026. I'm Brian McCullough today. Quantum computing stocks surged. Spotify surged. Maybe SaaS isn't dead quite yet, Anthropic expects its

0:40.4

first ever operating profit while Open AI insists it's still ahead in the revenue run rate race.

0:46.3

And of course, the weekend long-read suggestions.

0:48.9

Here's what you miss today in the world of tech.

0:57.8

Today's episode is brought to you by Dopple.

1:00.3

Disguises are getting pretty good these days, and I'm not just talking about when you

1:03.7

throw on a pair of glasses and a hoodie and hope you won't be recognized.

1:06.6

We're talking about the kind of disguises that end up in your inbox, your phone, or on the

1:11.4

web, blending in as your everyday internal emails, casual text messages, or a normal website.

1:17.5

Dopple strengthens team reliance by giving employees the tools and defenses they need to protect

1:22.3

themselves from increasingly sophisticated social engineering threats.

1:26.0

Their digital risk protection takes it one step further by keeping an eye on every channel

1:30.2

to connect patterns and shut them down fast.

1:33.0

From deepfakes to bad lengths to impersonation attempts,

1:35.7

Dopple helps you stay ahead of these threats with their AI-Native social engineering defense

1:40.3

platform.

1:41.3

Learn more at doppel.com.

1:43.6

That's d O-L.com. That's D-O-P-P-E-L.com.

1:48.6

A few stories about narrative now. Vibes, narrative swings, some continuing to surge, some

1:56.3

maybe flipping the narrative script. First up, the surge. Shares of quantum computing companies surged

...

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