Tech Brew Ride Home - GTA VI, Finally, Finally Coming?
Episode Date: June 19, 2026Intel stock popped after Trump said Apple agreed to build chips with it in America. Waymo yanked its robotaxis off highways over construction-zone blunders. Rockstar dated GTA VI pre-orders to June 25..., and GLM-5.2 grabbed the open-weights crown. Intel's stock jumps 10.64% after Trump said "Apple has agreed to work with Intel to design and build its Chips in America"; INTC is up 520%+ in the past year (CNBC) Filings: Waymo pulls its ~4K robotaxis from highways after finding 13+ instances of the cars driving into highway sections under construction (TechCrunch) Rockstar Games announces that pre-orders for Grand Theft Auto VI will go live on June 25; TTWO closed up 4.93% (Kotaku) GLM-5.2 is the leading open weights model on Artificial Analysis' Intelligence Index, scoring 51, only behind Fable 5's 60, Opus 4.8's 56, and GPT-5.5's 55 (Artificial Analysis) GLM-5.2 becomes the top open-weight model on Artificial Analysis (Implicator) Longreads Google Is Using Nvidia's Playbook to Build a Rival AI Chip Business (WSJ) AI Is Splitting the Job Market in Two, PwC Study Shows (Bloomberg) Apple’s weird anti-nausea dots cured my car sickness (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices
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Welcome to the TechBrewrite home for Juneteenth, 2026. I'm Brian McCullough. Today. Intel stock popped after Trump said Apple agreed to build chips with it in America. Waymo yanked his Rootaxies off highways over construction zone blunders. GTA 6 pre-orders are finally happening June 25th. And of course, the weekend long read suggestions. Here's what you miss today in the world of tech.
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More signs that Apple might be returning to the Intel fold, at least in some capacity,
quoting CNBC. Intel stock rose 10% on Thursday after President Donald Trump said the
semiconductor company had agreed to a deal with Apple to design and build chips in the U.S.
Intel stock has seen significant gains recently after struggling for years, having relinquished its
dominant market position. The stock has surged 400.
164% in the past 12 months, with the company hitting a market cap of $608.7 billion.
For years, Intel largely sat out the AI race as it grappled with manufacturing delays and
awaited a major customer for its chip fabrication business. But CEO Lip But Tan, who took the helm
early last year, has revived Wall Street interest in the struggling chipmaker by drawing
investments from Nvidia and the Trump administration. I decided to help Intel because
we need to design and build our chips right here in America, Trump said,
Thursday on Truth Social. First, we helped bring in Nvidia, and they agreed to build their first
level chips with Intel, he added. Next, Elon agreed to build his TerraFab, the largest chip
factory in the world, designed together with Intel's technology team. The TerraFab project is the first
major outside commitment for Intel's capital-intensive foundry business, which had only manufactured
chips for its own products. While conflict in the Middle East has disrupted supply chains and
seen oil prices skyrocket, the AI boom, has so far insulated stock.
especially those tied to infrastructure around the technology.
NASDAQ's Philadelphia Semiconductor Sector Index, comprising the 30 largest U.S.
traded chip companies, is up 90 percent so far this year, end quote.
Filings reveal that Waymo has pulled its robotaxies from highways after finding more than 13
instances of Waymo cars driving into highway sections under construction.
Quoting TechCrunch, six of these happened in Phoenix, Arizona, in April, and seven
occurred in San Francisco, California in May.
Waymo pulled its robot taxis from all highways on May 19th, and a fix for the problem is currently
under development, according to filings with the National Highway Traffic Safety Administration.
The company is not pulling vehicles off the road and is still operating on surface streets,
though it has periodically paused service during severe weather that could lead to flooding.
We identified an area of improvement regarding performance around freeway construction zones,
Waymo said in a statement to TechCrunch, we voluntarily restricted free.
way operations last month while making improvements proactively notified state and federal regulators
and decided to file a voluntary software recall with NHTSA. This is the sixth recall Waymo has issued
for its robotaxies. In May, the company recalled its robotaxies after they drove into flooded
roads, and in December it issued one to address its vehicle's illegal behavior around school buses.
Waymo has previously issued recalls to fix low-speed collisions with chains and gates and telephone poles,
and one to solve a problem regarding towed trucks.
The company's driving software is currently under investigation by the NHTSA and National Transportation Safety Board
regarding its behavior around school buses after one of its robotaxies struck a child near a school in January.
Alphabet-owned Waymo says its vehicles have driven more than 170 million miles autonomously
and claims they have demonstrated a 13-X reduction in serious injury or worse crashes when compared to human drivers.
The Robotaxy Company is in the middle of a massive expansion planning to launch
in more than 20 cities this year alone, including in London and Tokyo.
The expansion has helped highlight a number of edge cases that Waymo's Robotaxie software
has struggled with, which now includes highway construction zones.
Waymo, which started offering highway rides in November 2025, told the NHTSA that its robotaxies
did not recognize and drove past ramp closure signs into pre-planned freeway construction zones
in mid-April in Phoenix. After a review, the company's field safety committee restricted freeway
operations in the city while Waymo worked on a fix. The NHTSA documents show on May 18th,
seven Waymo Rootaxies drove into highway lanes under active construction in the San Francisco
Bay Area because the company's software was prioritizing the avoidance of other freeway hazards
and or failing to recognize the construction zone. The company suspended all freeway driving
the following day. Waymo's safety board decided to issue the recall on June 8th.
Footage of some of these incidents was shared on social media on May 19th, ex-user at Elliott
Slade posted a video where they claimed a Waymo blasted through cones and said it was chased by police.
There were construction signs, Slade told CBS News last month, there were lights going on, police
in the distance, and it sped up. That's when I looked at my fiancé. We're done. This is it.
We're dead. We're going to die right here in the Waymo. Wamo offered Slade, quote,
three free rides up to $40 each in the future, according to CBS, end quote.
At long last, it appears to finally be happening, quoting Kataku.
Grand Theft Auto 6 is launching on November 19th. Some of you might roll your eyes at the seeming
certainty of that statement, and understandably so. Rockstar and Take 2 have delayed the game a few times now,
but this time I'm feeling very confident that GTA 6 is actually for real, seriously launching as planned.
Why? Because Rockstar has made all their social media accounts pink. On Thursday, Rockstar games announced
that pre-orders for GTA6 would go live on June 25th. Alongside that news came the reveal
the game's official cover art. It looks rad and has some serious GTA Vice City on PS2 vibes.
And as all of this was happening, Rockstar Games went around and changed all of the profile
picks and banners found on the company's various social media accounts before they featured
the old classic yellow rockstar logo. Now, however, they all feature purple and pink palm trees
with a neon white rock star logo plastered on top. Why does this matter? Well, it signals to me
that the company has officially entered GTA6 marketing mode. Historically, and there's
not that much to go on because Rockstar's slow release schedule means they haven't put out all that many
new games in the social media era. Once the company switches its icons and enters this phase of
marketing for a game, it doesn't announce a new delay. You can look back at Rockstar's Facebook page
to see that once the company swapped its icon for a Red Dead Redemption 2 themed logo on May of 2018,
a few months after announcing a delay, the game stuck to its October 2018 launch date. Essentially,
Once rock star and take to start showing off the cover, taking people's money and swapping social
media icons and banners, you can be pretty damn sure that everyone involved is confident that the game
is coming out as planned, barring some catastrophic event. So as long as the world doesn't end
between now and November, GTA 6 will launch as planned on November 19th on PS5 and Xbox, end quote.
Again, if the current state of the art in AI proves to be sufficient to run our agentic future,
then what happens six months from now when open-weight open-source AI models are equivalent to
today's state of the art? When is good enough, good enough for a lot of people not to need to pay
the major model players. Apparently, a model called GLM 5.2 is getting a lot of attention in AI circles
because it is now the leading open-weight's model on artificial analyses intelligence index scoring 51.
By comparison, Fable 5 scored 60, Opus 4.8 scored,
56 and GPT 5.5 scored 55, quoting Implicator.aI. Artificial analysis this week named
ZAI's GLM 5.2, the leading open-source open-weight model on its intelligence index, the
independent benchmarking firm said in a post on June 16th. The model scored 51 on the V4.1 index
of 11 points from GLM 5.1 and ships under an MIT license with a 1 million at token context window.
independent reviewers who ran it over the past week reported that it matched or beat Anthropics
Opus 4.8 on several build tasks at a fraction of the cost.
Nate Herk, who runs the AI automation channel on YouTube, switched Claude Code over to GLM 5.2
and ran it for a day.
He clocked a one-shot website build at 3 minutes, 59 seconds against 14 minutes, 59 seconds
for Opus 4.8 on the same prompt and said the GLM run used fewer tokens.
Herk routed Claude Code to the model by setting Anthropic-Base URL to ZAI in his settings.com.
A swap he described to viewers as switching out the engine of a car. He ran it on a $60 a month ZAI plan.
The model did not match Opus everywhere. On one head-to-head, Herk had OpenAIs Codex generate a homework task and then grade both outputs and codex judged Opus the more precise of the two.
It cited a duplicate records edge case. The GLM run missed where values such as True versus 1 tripped it up.
Herk put the share of his work that genuinely needs Opus at maybe 10 to 20 percent and said GLM 5.2 handled most of the rest.
Julian Goldie, who tested the model on June 14th against Moonshot's Kimmy K-27 and Opus 4.8, said GLM 5.2 won four of his five build tests.
He gave it the edge on a Temple Run-style voxel runner, a liquid metal ball simulation, an Apple-style landing page, and a neon arcade game, and handed the fifth an inter-solar system orbit map to Kimi K2.7.
I can't believe GLM 5.2 is beating Opus 4.8, Goldie told viewers, he noted the model was so new it had not yet appeared on OpenRouter.
The same artificial analysis report recorded a higher token cost, though. GLM 5.2 spends 43,000 output
tokens per intelligence index task, of which 37,000 are reasoning tokens up from 26,000 for
GLM 5.1 and above the 35,000 Kimmy K2.6 uses. That works out to about 46 cents per task
against roughly 5 cents for DeepSeek V4 Pro at its maximum setting. Artificial analysis
still placed the model on its intelligence versus cost perito frontier, citing the
lowest cost per task among models at its intelligence level, end quote.
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Time for the weekend long read suggestions.
first up in the journal sources detail how Google is using Nvidia's Playbook to build out its AI
chip business, including providing $3.2 billion to fund a New York Data Center renting TPUs to
Anthropic. Quote, until recently, Nvidia all but had that market to itself, its graphics
processing unit or GPUs coveted by tech companies for their power to train and run AI models.
As the AI race has morphed over the past year into a contest for computing resources, though,
challengers have begun to edge in, none of them more formidable than Google. You have all these
very well-capitalized companies who are big believers that this market around compute is going to have
tremendous values, said Nazar Khan, co-founder and chief executive officer of the AI infrastructure
company Terawolf, which is developing Lake Mariner with Fluid Stack, a Google-backed cloud
provider. They want to be in the game, they don't want to be left behind. In corraling customers
for its chips known as tensor processing units or TPUs, Google has mimicked Invidius' practice
of using financial guarantees to help data centers raise cheaper debt and provide so-called circular
financing in which some of the money it invest flows back in the form of chip purchases.
A shake-up in the leadership of its cloud unit has increased the level of urgency, people
familiar with the matter said.
NVIDIA has a close partnership with and is a major investor in OpenAI.
Google has a similar relationship with Anthropic as well as its own frontier model Gemini.
In private and in public, Jensen Wong has played down Google's ability to compete with
his company meaningfully. In April appearing on the podcaster, Dwarcish Patel's show, Huang said
Nvidia enjoys a wide lead over Google and other makers of custom chips known as ASICs, and argued
that Anthropic is Google's only significant external customer for the TPU. Our market research
is far greater than any TPU or ASIC can possibly have, Huang said. I would love to hear them
demonstrate the cost advantages of TPUs. It makes no sense in my mind. In its most direct challenge to
date, Google recently struck a $5 billion deal with Blackstone to establish a new cloud
services company that would compete with Corwieve and Nebius to Nvidia-backed cloud providers
that exclusively use the chip giant's hardware stack. They're clearly being more opportunistic
and more aggressive about monetizing what they have relative to a few years ago, said Stacey
Raskin, a tech analyst at Bernstein. But a few years ago, the opportunity wasn't there.
Today, all we're hearing is that nobody has enough compute, end quote.
then a PWC study suggests that AI is rewarding companies that use it to enhance human skills
while leaving further behind those that use it to merely cut costs.
Quoting Bloomberg,
artificial intelligence is pulling the global labor market in two opposite directions,
rewarding companies that use AI to enhance human skills while leaving those who use it merely
to cut costs further behind.
A new study suggests.
Roles requiring specific AI skills increased almost eight times faster than the total job
market in 2025, according to a Pricewaterhouse Cooper's LLP study. Such roles are also seeing
higher wage growth, the PWC-2026 AI Jobs Barometer Report showed. Jobs that can use AI to amplify
human skills such as creativity and judgment are rising the fastest with PWC naming radiologists
and recruiters as examples. Jobs where AI makes the task easier for non-experts to perform,
such as IT service managers and medical secretaries, are seeing much slower growth.
The company seeing the greatest returns on AI are using it
to amplify human expertise, accelerate innovation, and create entirely new sources of value,
said Joe Atkinson, PWC's Global Chief AI Officer. They're pulling further ahead on productivity
and growth, then companies that focus primarily on automation. The report drew on data,
including over one billion job postings across 27 countries and territories,
combining labor market, financial, and occupational information to track how AI is
reshaping work, skills, wages, and productivity, end quote. Finally today, from the verge,
I didn't know this was a feature in iOS, but this sounds useful to me, so FYI.
Quote, introduced in 2024, Apple's vehicle motion cues promised to tap into your device's
accelerometer and gyroscope to reduce or, in my case, even eliminate the motion sickness
felt when trying to use an iPhone, iPad, or MacBook inside a moving vehicle.
According to Big S science, this type of vehicle motion sickness is caused by the eyes
staring at a static display while the inner ear feels the car turning, braking, and
accelerating. Motion cues solve this by placing dots around the periphery of the display that move
in harmony with the motion of the car. When the car turns right, the dots sweep across the screen
to the left. When the car breaks, the dots slide forward. It sounds preposterous, but I'm here to
tell you that it actually works. Once enabled, I've comfortably read books in the Kindle app on my phone
for a few hours out ago and even written thousand-word reviews while my wife drove our camper van
to the next destination. She uses Apple's vehicle motion cues now, too, because they've been
a game changer for how we balance work with life on the road.
Vehicle motion cues can be configured under accessibility settings in iOS,
iPadOS, and MacOS.
They can be turned on, off, or set to appear automatically when vehicle motion is detected.
I made it easy to quickly toggle the motion cues on and off by double-tapping the back of my phone.
To do the same, head over to accessibility, touch, back tap,
and set the double-tap gesture to vehicle motion cues on devices supporting iOS 18 and above, end quote.
No weekend bonus episodes for you this weekend. Talk to you on Monday.
