Tech Brew Ride Home - AI Superapps

Episode Date: March 20, 2026

OpenAI is becoming a superapp. Does Amazon really want to try its hand at a smartphone again? Google is making further steps to obviate classic Google Search in that innovator’s dilemma way. And in ...the Longreads, why has AI gotten worse at writing. OpenAI Plans Launch of Desktop ‘Superapp’ to Refocus, Simplify User Experience (WSJ) White House releases AI policy blueprint for Congress (Politico) Exclusive: Amazon plans smartphone comeback more than a decade after Fire Phone flop (Reuters) Super Micro shares tank 25% after employees charged with smuggling Nvidia chips to China (CNBC) Google Search is now using AI to replace headlines (The Verge) Jeff Bezos in Talks to Raise $100 Billion for AI Manufacturing Fund (WSJ) Weekend Longreads Suggestions: ChatGPT did not cure a dog’s cancer (The Verge) The Human Skill That Eludes AI (The Atlantic) Learn more about your ad choices. Visit megaphone.fm/adchoices

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Starting point is 00:00:20 with a custom color Xbox wireless controller. Learn more at Windows.com slash student offer. While supplies last, ends June 30th, turns at AKA.m.m.S. college PC. Welcome to the TechBrew Ride Home for Friday, March 20th, 20th, 206. I'm Brian McCullough today. ChatGPT is becoming a super app.
Starting point is 00:00:41 Does Amazon really want to try its hand out of smartphone again? Google is making further steps to obviate classic Google search in that innovator's dilemma way and in the long reads, why has AI gotten worse at writing? Here's what you miss today in the world of tech. As I said yesterday, the whole AI race has reconfigured itself the first quarter of this year to become a chase for stuff like this. OpenAI plans to merge ChatGPT Codex and its browser into a desktop super app to simplify the user experience and focus on engineering and business customers.
Starting point is 00:01:21 Quoting the journal, the strategy change marks a major shift from last year when OpenAI launched a series of standalone products that didn't always resonate with users and sometimes created a lack of focus within the company. OpenAI executives are hoping that unifying its products under one app will allow it to streamline resources as it seeks to beat back the success of its rival Anthropic. Open AI is seeking to focus on creating so-called agentic AI capabilities within the new super app, in which artificial intelligence systems can work autonomously on a user's computer to carry out a variety of tasks, including writing software and analyzing data according to OpenAI. We realized we were spreading our efforts across too many apps and stacks and that we need to simplify our efforts. Fiji Simo shared in an internal note with employees Thursday, that fragmentation has been slowing us down and making it harder to hit the quality bar we want.
Starting point is 00:02:08 top executives including Chief Executive Sam Altman, Chief Research Officer Mark Chen, and Simo have spent the last few weeks reviewing OpenAIs product portfolio and looking at areas to deprioritize the Wall Street Journal reported. In an all-hands meeting last week, Simo told employees they couldn't afford to be distracted by so-called side quests given Anthropics rapid success, winning over enterprise and coding customers. An OpenAI spokeswoman said the company was very much acting as if it were under a code red. An OpenAI spokeswoman said the new super app will enable teams inside OpenAI to work more closely together and help the research division focus its efforts around improving one central product.
Starting point is 00:02:46 Over the coming months, the company expects to add new agentic capabilities within its codex apps so it can help with productivity-related tasks beyond coding before merging chat GPT and the Atlas browser into the super app as well. The mobile chat GPT app will remain unchanged. Open AI's organizational structure grew complicated due in part, to the myriad products that it announced last year, including its video generator, SORA, and a new hardware device. This is an opportunity to combine the strongest AI consumer app and brand with the strongest agentic app and really leverage our consumer scale to give agentic capabilities to
Starting point is 00:03:19 everyone, Simo said in her note, end quote. The White House is released an AI policy framework explicitly calling on Congress to preempt state AI laws, create age-gating requirements for AI models and more. Quoting Politico, the light-touch framework blends the Trump administration's effort to create a national AI rulebook on issues like political bias within models and reducing barriers to innovation with protections for children and teens online. It also urges Congress to overrule state AI laws that the administration says impose undue burdens in favor of the minimally burdensome federal law that it's recommending. The Trump administration has been trying to establish preemption over state AI laws using Congress and executive orders for roughly a year, arguing that the patchwork of
Starting point is 00:04:09 laws harms AI innovation. The framework explicitly calls on Congress to preempt any state laws that regulate the way models are developed or that penalize companies for the way their AI is used by others and instructs U.S. lawmakers not to create any new federal agencies to regulate AI. The proposal outlines some areas where the federal government's laws wouldn't overrule those of the states and ask Congress to allow states to keep laws that protect children, including those that ban AI-generated child sexual abuse material. The framework also asks Congress to create age-gating requirements for models likely to be accessed by children and to give parents' tools to set up safeguards around their children's use. It does not go as far as some Republicans
Starting point is 00:04:48 have called for, such as proposals to rollback liability shields for tech companies. In addition, it calls on federal lawmakers to pass legislation that encourages AI skills training and education, as well as data collection on job disruption that stems from AI. The White House also recommends in the document that Congress codify Trump's ratepayer protection pledge signed by companies including Amazon, Google, and Open AI earlier this month, requiring tech firms to supply or pay for the electricity used by the data centers they operate, end quote. Well, time for another bite of the Apple, I guess. See what I did there.
Starting point is 00:05:28 Sources tell Reuters that Amazon's Zero One unit is developing Transformer, a phone that syncs with Alexa. It would be Amazon's second attempt at a smartphone after the infamous fire phone in 2014. Quote, the latest effort known internally as Transformer is being developed within its devices and services unit, according to four people familiar with the matter. The phone is seen as a potential mobile personalization device that can sync with home voice assistant Alexa and serve as a conduit to Amazon customers throughout the day, the people said. The initiative is the newest chapter in a year-long effort to bring to market Jeff Bezos's long-held vision of a ubiquitous voice-driven computing assistant akin to the voice-controlled computer in science fiction series Star Trek.
Starting point is 00:06:12 Bezos had envisioned a smartphone that had shopping at its core and could take on Apple by offering shipping conveniences and discounts through the Prime Membership program. Along the way, Amazon could gain a wealth of new data about users, only available through mobile phones combined with purchase history and content preferences. Amazon's effort to develop a new smartphone has not been previously reported. Reuters could not determine some details such as the anticipated price of the phone, the revenue Amazon hopes to generate, or the financial commitment Amazon has made to the project, end quote. U.S. prosecutors have charged three people affiliated with Super Micro,
Starting point is 00:06:52 including co-founder Yi-Scien Liao, with smuggling Nvidia AI chips into China. Super Micro stock dropped more than 25% on the news, quoting CNBC. In an indictment on Sealed Thursday, the U.S. government alleged that Yishian Wally-Lia, Ryu-Tian-Steven Chang, and Tingwai Willie Sun worked together to violate the Export Control Reform Act. The server company's products containing Nvidia chips, quote, are subject to strict U.S. export controls, barring their sale to China without a license, the plaintiff said in the indictment. Those controls are in place to protect U.S. national security and foreign policy interests, among other things.
Starting point is 00:07:31 Liao is a co-founder of server-maker's Super Micro Computer and a member of its Board of Directors. He controls $464 million worth of Super Micro shares, according to fact set. He did not respond to a request for comment. Shares of Super Micro fell 25% on Friday after a federal court released the indictment. Super Micro said that while the company isn't named as a defendant, Leao works as Senior Vice President of Business Development. Chang is a sales manager in Taiwan and Sun is a contractor. The company has placed the employees on leave and ended its relationship with the contractor.
Starting point is 00:08:05 Leaugh and Sun were both arrested Thursday, while Chang is a fugitive, the attorney's office said, and quote. Sources say Jeff Bezos is in talks to raise $100 billion for a fund that would buy companies in industrial sectors like chipmaking and defense and automate them with AI, quoting the journal. The Amazon.com founder is meeting with some of the world's largest asset managers to raise funding for the project. A few months ago, he traveled to the Middle East to discuss the new fund with sovereign wealth representatives in the region. More recently, he went to Singapore to raise funding for the effort as well, according to people familiar with the matter. The fund described in investor documents as a manufacturing transformation vehicle is aiming to buy companies in major industrial sectors such as chipmaking, defense, and aerospace. It would dwarf the size of some of the world's largest buyout funds and rival SoftBanks's $100 billion tech-focused vision fund. While much of the AI revolution has been focused on large language models, billions of dollars have begun to flow to companies that are seeking to apply spatially focused AI systems toward industries, including robotics and manufacturing.
Starting point is 00:09:13 Language-based AI models are being used to automate software engineering and leading companies are seeking to boost their use in ways that can also affect knowledge work for finance, real estate, and other industries. A broad push toward AI-infused automation is also moving through manufacturing-related work, although startups and companies focus. on this area are in an earlier stage. While it's unclear the extent to which automation could impact jobs in those industries, tech and e-commerce, fulfillment companies have been applying that technology in warehouses for years. Amazon, one of the country's largest employers, has closed in on the milestone of having as many robots as humans in its workforce, end quote. Ready to soundtrack your summer? With Red Bull Summer All Day Play, you choose a playlist that fits your summer vibe the best. Are you a festival fanatic?
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Starting point is 00:11:41 Google is a Google is. is running what it calls a small experiment, replacing news headlines in search results with AI-generated ones after adding the feature in Google Discover in January. Quoting the verge, since roughly the turn of the millennium, Google search has been the bedrock of the web. People loved Google's trustworthy 10 blue links search experience and its unspoken promise of the website you click is the website you get. Now, Google is beginning to replace news headlines in its search results with ones that are AI generated. After doing something similar in its It's Google Discover News Feed. It's starting to mess with headlines in the traditional
Starting point is 00:12:15 10 Blue Links, too. We found multiple examples where Google replaced headlines we wrote with ones we did not, sometimes changing their meaning in the process. For example, Google reduced our headline. I used the cheat on everything AI tool, and it didn't help me cheat on anything to just five words. Cheat on everything AI tool. It sounds almost like we're endorsing a product we do not recommend at all. What we are seeing is a quote small and quote, narrow experiment, one that's not yet approved for a fuller launch. Google spokesperson, Jennifer cuts, Mallory de Leon, and Ned Adrience tell the verge. They would not say how small that experiment actually is. Over the past few months, multiple verge staffers have seen examples of headlines that
Starting point is 00:12:57 we never wrote appear in Google search results, headlines that do not follow our editorial style and without any indication that Google replaced the words we chose. And Google says it's tweaking how other websites show up in search two, not just news. The good news, the good news, for now is that these changed headlines seem to be few and far between, and they're not yet the kind of tripe we've seen in Google Discover. But these are just the first headlines we've seen Google change. They may be the canary in the coal mine. Google may alter the deal even further. While Google says this is an experiment, you shouldn't assume that means the company won't roll it out more widely because Google originally told us its AI headlines in Google Discover were an experiment too. A month later, it told us those AI headlines are now a feature, one that performs well for user satisfaction, Google did not explain why the company is no longer respecting the headline identifiers that is long encouraged newsrooms to use. The company did answer some specific questions via email, though. Google told us that the overall idea is to, quote, identify content on a page that would be a useful and relevant title to a user's query. The goal is better matching titles to
Starting point is 00:14:01 users' queries and facilitating engagement with web content, according to cuts. This test is, quote, not specific to news publications, but looking at how we can improve titles horizontal. according to Adriance. Google confirmed that the test uses generative AI, but claimed that if we were to actually launch something based on the experiment, it would not be using a generative model, and we would not be creating headlines with Gen. AI, according to DeLeon. Google did not explain how it might replace our story titles without using generative AI. Mostly, Google's answers tried to normalize the idea of replacing headlines in search, suggesting that this is just one of the tens of thousands of live traffic experiments that
Starting point is 00:14:39 Google runs to test possible improvements to Google search, and reminding us that it's already been tweaking the titles of web pages in search to help users for many years now. But I want to be clear, this is not normal. I've edited tech news for 15 years, paying close attention to SEO, and I've never before seen Google overwrite a headline in search results with something it created itself. The changes that Google typically makes to a news stories title are far simpler. If Google's algorithms decide a headline is too long or lopsided, it'll sometimes show you only part of that headline, lopping off the beginning or the end, end quote.
Starting point is 00:15:18 In the long reads this week, you might have seen that story making the rounds on social media about someone using chat GPT to cure a dog's cancer. I'm sorry to say, but quoting the verge. A few weeks after Rosie's first injection last December, Cunningham said her tumors had shrunk and she's doing better, even chasing rabbits in the park. They've not disappeared entirely, though,
Starting point is 00:15:39 and one tumor didn't respond at all. I'm under no illusion that this. this is a cure, but I do believe this treatment has bought Rosie significantly more time and quality of life, Cunningham told the Australian. That nuance was lost as the story spread. Newsweek ran the headline, Owner with no medical background in Vents Cure for dogs' terminal cancer, while the New York Post declared that a tech pro saves his dying dog by using Chad GPT to code a custom cancer vaccine. On social media, many accounts hyped Rosie's case as a cure and a sign a new era of personalized medicine had arrived. Some, notably, OpenAI president and co-founder
Starting point is 00:16:13 Greg Brockman should have definitely known better, and others like Google DeepMind CEO, Demise Haseibis, did and shared it without hype. Elon Musk joined in two, keen to point out that XAI's GROC also played a part, a detail that was absent for much of the original coverage. The story also gives AI far too much credit. Not only was Rosie not curative cancer, it's not clear the MRNA vaccine was responsible for her improvement in the first place, end quote. Then from the Atlantic, is it just me or has AI actually gotten worse at writing? You know, obvious AI and text and stuff, quote. I talked with people who would know people who work at LLM companies, AI data vendors,
Starting point is 00:16:55 academic computer science departments, and AI writing startups. Some spoke with me under the condition of anonymity because their employers barred them from speaking publicly about their work. What I learned is that modern LLMs are built in a way that is antagonistic to great writing. They are engineered to be rule-following teachers' pets that always have the right answer in hand. In many respects, they've come a long way from GPT2, but they've also lost something that made them looser and more compelling, end quote. No bonus content for you on this feed this weekend, but as soon as I hit publish here, I'm going to go edit and hit publish on episode two of the series
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