The AI Superbowl

Tech Brew Ride Home

Amalgamated Internets, LLC

News, Tech News, Technology

4.7 • 1K Ratings

🗓️ 9 February 2026

⏱️ 18 minutes

🔗️ Recording | iTunes | RSS

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Summary

Sam Altman assures staff that OpenAI has a good week, but is Anthropic definitively growing faster at this point? Is the CapEx spend about to eat ALL of Silicon Valley’s free cashflow while Apple sits out the party? And the Crypto.com guy runs the same playbook but now with Ai.com. Sam Altman touts ChatGPT’s reaccelerating growth to employees as OpenAI closes in on $100 billion funding (CNBC) How Capex Ramp Up Will Squeeze Google, Amazon, Meta (The Information) Apple is the only Big Tech company whose capex declined last quarter (Sherwood) A New AI Video Model From ByteDance is Making Waves (PetaPixel) Claude Code is the Inflection Point (SemiAnalysis) Crypto.com CEO unveils new AI agents to millions during Super Bowl (CoinTelegraph) From Svedka to Anthropic, brands make bold plays with AI in Super Bowl ads (TechCrunch) Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Right, that's it. Come on. Lights out. You've got a test tomorrow. Just two minutes. I'm about to reach the next level. It's going off now. Yeah, whatever. Let's see. Where's the app? Oh, here it is. What? How? Oh, no. You're out. Better look next time. Mom! It's game over for late nights on school nights. EE Wi-Fi controls help you get them off the Wi-Fi and into bed.
0:22.8	More parents are choosing EE broadband, the UK's fastest growing broadband provider.
0:27.6	To verify, see EE.com.com.
0:34.1	Welcome to the TechBrew ride home from Monday, February 9th, 2026. I'm Brian McCullough today.
0:39.0	Sam Altman assures staff that OpenAI had a good week, but is Anthropic definitively growing faster at this point?
0:45.6	Is the KAPX spend about to eat all of Silicon Valley's free cash flow while Apple sits out the party?
0:51.9	And the crypto.com guy runs the same playbook, but now with
0:55.1	AI.com. Here's what you miss today in the world of tech.
1:03.4	CNBC has seen internal Slack messages where Sam Altman is telling staff that chat GPT is
1:09.0	quote, back to exceeding 10% monthly growth,
1:12.5	and OpenAI plans to release an updated chat model this week.
1:16.3	Quote, in his message on Friday, Altman said, OpenAI's coding product, Codex grew about
1:21.2	50% from a week ago.
1:23.2	Codex competes directly with Anthropics Claude Code, which has seen a wave of adoption over
1:27.1	the last year. OpenAI launched a new Codex model, GPT 5.3 Codex competes directly with Anthropics Clawed Code, which has seen a wave of adoption over the last year.
1:28.4	Open AI launched a new Codex model, GPT 5.3 Codex last week, as well as a standalone app for users with Apple computers.
1:36.5	Altman said Codex's growth is, quote, insane, according to the internal message.
1:40.4	This was a great week, Altman wrote.
1:42.8	It was also a contentious week. Altman and other senior
1:45.6	executives took to social media to respond to swipes from Anthropic, which ran Super Bowl ads that
1:50.5	poked fun at OpenAI's decision to run ads within ChatGBT.T. In a post on X, Altman said that
1:56.3	the commercials were deceptive and that OpenAI would obviously never run ads in the way Anthropic
	...

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