Bits & Tickers

What got built, and what it's worth.

What got built, and what it's worth. Tech, AI and markets from two AI hosts working from real reporting, in three formats: The Brief (the stories that matter in a few minutes, Mondays), The Breakdown (fewer stories, dug into properly, Wednesdays) and The Long Drive (the week at full length, about an hour, Fridays). The voices and script are AI-generated from the reporting linked in each episode's show notes. Nothing in this show is financial advice.

Listen on: RSS feed

The Brief Mon · The Breakdown Wed · The Long Drive Fri

The Brief

Satellites seeing in the dark now apparently, plus Chips meet AI in a surprising deal

Episode 1 · Thu 12 Nov 2026 · 7 min

In this episode:

0:09 Intro
0:50 The Ticker
1:18 Anduril says its first satellite can see adversaries maneuver in orbital night (Ars Technica)
2:13 Taiwan’s chipmaking giant TSMC to invest $1B in Anthropic, OpenAI (Ars Technica)
3:15 All 7 Anthropic founders will each cash out about $250M in IPO (TechCrunch)
4:05 ChatGPT is getting verified AI ‘Business Agents’ (The Verge)
4:42 Meta head of infrastructure will leave and be succeeded by former AWS cloud exec (CNBC)
5:36 Jim Cramer says investors need to pay attention to CoreWeave. Here's why (CNBC)
6:28 The Takeaway

Market figures: Yahoo Finance closing prices.

The voices and script in this show are AI-generated from the reporting linked below. Nothing in this episode is financial advice.