Tech Brew Ride Home - When AI Breaks Things

Episode Date: February 20, 2026

When your AI bot breaks your operations, even when you’re AWS. More on OpenAI’s hardware plans. Hey, remember Perplexity? What’s up with them? Is Uber roadkill in the self-driving car horserace?... And, of course, the Weekend Longreads Suggestions. Amazon service was taken down by AI coding bot (FT) Ex-Googlers Charged With Stealing Phone Processor Secrets (Bloomberg) OpenAI Plans to Price Smart Speaker at $200 to $300, as AI Device Team Takes Shape (The Information) Microsoft has a new plan to prove what’s real and what’s AI online (MIT Technology Review) Perplexity’s Retreat From Ads Signals a Bigger Strategic Shift (Wired) Uber, Latest Victim of Disruption Panic, Still Has Role in Robotaxis (WSJ) Weekend Longreads Suggestion: Who needs a laptop when you have a folding phone? (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

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Starting point is 00:00:23 GoogleFi Wireless is not subject to data traffic deprioritization during times of high network usage. Welcome to the TechBrewrite Home for Friday, February 20th, 2026. I'm Brian McCullough today when your AI bot breaks your operations, even when your AWS. More on OpenAI's hardware plans, and hey, remember perplexity, what's up with them? Is Uber Roadkill in the self-driving car horse race and, of course, the weekend long-read suggestions? Here's what you miss today in the world of tech. Sources say Amazon's AI tools have caused at least two AWS outages, including a 13-hour disruption in December. after Kiro AI deleted and recreated an environment, quoting the FT.
Starting point is 00:01:15 Amazon Web Services experienced a 13-hour interruption to one system used by its customers in mid-December after engineers allowed its Kiro AI coding tool to make certain changes according to four people familiar with the matter. The people said the agentic tool, which can take autonomous actions on behalf of users, determined that the best course of action was to delete and recreate the environment. Amazon posted an internal post-mortem about the outage of the AWAT, system which lets customers explore the cost of its services. Multiple Amazon employees told to FD that this was the second occasion in recent months in which one of the group's AI tools
Starting point is 00:01:49 had been at the center of a service disruption. We've already seen at least two production outages in the past few months, said one senior AWS employee. The engineers let the AI agent resolve an issue without intervention. The outages were small but entirely foreseeable. AWS, which accounts for 60% of Amazon's operating profits, is seeking to build and deploy AI tools, including agents capable of taking actions independently based on human instructions. Like many big tech companies, it is seeking to sell this technology to outside customers. The incidents highlight the risk that these nascent AI tools can misbehave and cause disruptions. Amazon said it was a coincidence that AI tools were involved and that the same issue could
Starting point is 00:02:28 occur with any developer tool or manual action, end quote. A US grand jury has indicted two former Google engineers and one of their husbands for allegedly stealing trade secrets relating to the tensor chip for pixel phones, quoting Bloomberg. The three, all Iranian nationals were charged in a U.S. indictment unsealed Thursday on 14 felony counts of conspiracy and theft of trade secrets and destroying evidence. Semena Gandali, 41, was a hardware engineer at Google in Silicon Valley and her sister, Soror Gandali, 32, was an intern before they both joined another tech firm. Semina's husband, Mohamed Javid Koshravi, 40, applied multiple times. at Google but was not hired and worked for a third tech company.
Starting point is 00:03:19 The three were arrested Thursday and made initial appearances in federal court in San Jose, California. The Justice Department said in a statement, if convicted on the most serious charges, they could be sentenced to at least 20 years in prison, according to the statement. We have enhanced safeguards to protect our confidential information and immediately alerted law enforcement after discovering this incident. Jose Castaneda, a Google spokesperson said in a statement, today's indictments are an important step towards accountability and will continue working to ensure our trade secrets remain secure.
Starting point is 00:03:46 While working at Google, Semitic Gandali sent more than 300 files including company trade secrets to a third-party communications application based outside the U.S., according to the indictment. Soror Gandali sent 34 files, also including trade secrets in the same way, the indictment says. Prosecutors allege the three intended to provide the trade secrets to third parties, but it's not clear from the indictment if this happened. Google's internal security system detected the sister's downloading of its files and notified the FBI, according to the indictment, end quote. sources tell the information that OpenAI now has more than 200 people working on a family of AI devices, including a smart speaker priced from $200 to $300, possibly smart glasses, and a smart lamp. Quote, the smart speaker, the first device Open AI will release is likely to be priced between $200 and $300, according to two people with knowledge of it. The speaker will have a camera, enabling it to take in information about its users and their surroundings,
Starting point is 00:04:45 such as items on a nearby table or conversations people are having in the vicinity, to one of the people. It will also allow people to buy things by identifying them with a facial recognition feature similar to Apple's face ID, the people said. While some OpenAI executives have suggested the company will tease its first device later this year, Peter Weelander, a vice president and general manager who's leading the devices team at OpenAI wrote in a court filing earlier this month that the company doesn't expect the first device to ship to customers until next February at the earliest. Other devices such as smart classes likely won't be ready for mass production until 2008, according to a person involved in AI Glasses development.
Starting point is 00:05:23 While the Devices team has prepared prototypes for devices such as the smart lamp, it's unclear whether it will be released. The company's devices are still early, and details around their design and release schedule could change. A spokesperson from OpenAI declined to comment. During a presentation last summer, leaders from the device team told employees the device will be able to observe users through video and nudge them toward actions it believes will help them achieve their goals, set a person who attended the presentation, You could imagine the device observing its user staying up late the night before a big meeting and suggesting that they go to bed, for example. Competition from other tech firms is putting pressure on the devices team formed nine months ago after OpenAI acquired IO products, the device startup started by CEO Sam Altman and former Apple Design Chief Johnny Ive.
Starting point is 00:06:07 That startup had been discussing potential devices since at least September 2023. Despite that deal, Ives' involvement with OpenAI is complicated. He still runs his design firm, Love From as an entity independent of OpenAI, even though it is Love From, that is in charge of coming up with potential OpenAI device designs. Meanwhile, OpenAI's internal devices team is in charge of making the hardware and the software powering it, as well as understanding how consumers will use the device. That division of responsibilities has sparked tensions. Some OpenAI staffers have complained that Love From has been slow to revise its designs and shares little about its process of coming up with new ones, even with others working on devices within OpenAI, two people with knowledge of the situation said. That secrecy and meticulous focus on design is par for the course for Apple, where a number of device staffers and leaders came from.
Starting point is 00:06:57 Apple has strict rules around which employees are allowed to know about various projects. In keeping with that approach, OpenAI's Devices team itself is separate from the rest of OpenAI. While OpenAI's main office is in Mission Bay, the Devices team works out of a downtown San Francisco office in the Jackson Square neighborhood, not far from Lovefram's office. makes the final call on most designed choices, though he's only in the downtown San Francisco office about once a week or so. Despite that, the Devices team still feels his presence very strongly, and staffers are known to refer to what they believe he would want frequently during conversations, end quote. Microsoft's AI safety team has proposed technical standards for detecting AI generated content, but its CSO declined to commit to using that across its platforms.
Starting point is 00:07:48 quoting MIT Technology Review. To understand the gold standard that Microsoft is pushing, imagine you have a Rembrandt painting and you are trying to document its authenticity. You might describe its provenance with a detailed manifest of where the painting came from and all the times it changed hands. You might apply a watermark that would be invisible to humans but readable by a machine, and you could digitally scan the painting and generate a mathematical signature like a fingerprint based on the brushstrokes.
Starting point is 00:08:15 If you showed the piece at a museum, a skeptical visitor could then examine these proofs to verify that it's an original. All of these methods are already being used to varying degrees in the effort to vet content online. Microsoft evaluated 60 different combinations of them modeling how each setup would hold up under different failure scenarios from metadata being stripped to content being slightly altered or deliberately manipulated. The team then mapped which combinations produce sound results that platforms can confidently show to people online and which ones are so unreliable that they may cause more confusion than clarification. The company's chief scientific officer Eric Horvitz said the work was prompted by legislation like California's AI Transparency Act,
Starting point is 00:08:56 which will take effect in August, and the speed at which AI has developed to combine video and voice with striking fidelity. Nevertheless, Horvitz declined to commit to Microsoft using its own recommendation across its platforms. The company sits at the center of a giant AI content ecosystem. It runs copilot, which can generate images and text. It operates Azure the cloud service through which customers can access OpenAI and other major AI models. It owns LinkedIn, one of the world's largest professional platforms, and it holds a significant stake in Open AI. But when asked about in-house implementation, Horvitt said in a statement, product groups and leaders across the company were involved in this study to inform product roadmaps and infrastructure and our engineering teams
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Starting point is 00:10:40 turns at AKA.m.m.S.C. Ambition comes in all shapes and sizes. First Citizens Bank, we roll with your goals because we're built for what you're building. Fit for your ambition for Citizens Bank. When you finally find your thing, you want the whole world to know about that thing. So you use a thing called Canva to make it an even bigger and better thing. Whether you want to create flyers for that thing, make presentations for that thing, or design merch for that thing, you can do anything. So people can see your thing, feel your thing.
Starting point is 00:11:19 love your thing. The next thing you know, it's a thing. Canva, the thing that makes anything a thing. You know who we haven't heard from in a while? Perplexity. Quoting Wired. Perplexity is abandoning plans to put ads in its AI search product as the industry looks for sustainable business models
Starting point is 00:11:40 that won't hurt user trust. The changes are part of a larger strategic shift for the company, which has long focused on disrupting Google's search business. Google is changing to be like perplexity more than Perplexity is trying to take on Google, said a Perplexity executive at a press briefing on Tuesday. Executive spoke to the press on the condition of anonymity. Instead of chasing mass adoption, Perplexity will lean into its subscription business with a focus on becoming the most accurate AI service for developers, enterprises, and consumers willing to pay a monthly fee.
Starting point is 00:12:09 The company also plans to make partnerships with device makers a bigger part of its business moving forward. The move marks a major change for the company, which was one of the first AI firms to start experimenting with ads as far back. back as 2024. CEO Arvin Srinivas said on a podcast that year that he predicted ads would eventually be the company's core monetization engine. I think with advertising, we could be really, really profitable, he added. Now executives say they're changing course because ads could make people mistrustful of perplexity's responses. Anthropic offered a similar explanation for not putting ads in its chatbot clawed and poked fun at chat GPT's ads in a Super Bowl commercial
Starting point is 00:12:47 earlier this month. But there may be other reasons for perplexity not pursuing advertising. Early investors and Perplexity once believed the startup could reach hundreds of millions or even billions of users, but the startup's growth hasn't met expectations according to a source close to the company. When the startup raised its Series B funding in 2024, board member and investor Kack Willem said in a blog post that Perplexity was capable of bringing the power of AI to billions. Two years later, that goal still seems a long way off. Data from the third-party analytics firm's Similar Web suggests Perplexity had just over 60 million monthly active users across its website and mobile app in January. That's more than double the users Perplexity had last year,
Starting point is 00:13:25 according to Similar Web. People also now access Perplexity via its AI-powered browser Comet, which Similar Web doesn't track. A source close to Perplexity says the agent in its Comet browser reached 2.8 million weekly active users, which were also Perplexity subscribers in December 2025, down from a peak of 7.8 million weekly active users earlier in the year. Without accounting for Comet, Perplexity's user base on web and mobile is less than 10% of OpenAI's chat GPT and Google's Gemini, which have 800 million weekly active users and 750 million monthly active users, respectively. One of the things that's starting to become clear to us is that perplexity isn't for everyone,
Starting point is 00:14:03 another perplexity executive told the press. Advertising has been a strong business for companies like Google and Meta because they have hundreds of millions of free users. Without that scale, ads likely become a less appealing business model, end quote. Is there a horse race heating up in the self-driving car space? Quoting the journal. Robo taxis are barely off the ground, but many investors already see the market as a two-horse race with Uber, not among them. Because Tesla's service is designed to be available for anyone who owns a Tesla vehicle with the company's full self-driving feature enabled,
Starting point is 00:14:41 it could scale up rather quickly, at least in theory. And while Waymo has partnered with Uber for services in the Atlanta and Austin markets, Uber's lack of involvement in subsequent market announcements has created a perception that Waymo is increasingly planning to go it alone. That has been a costly perception for Uber. The stock has lost nearly one quarter of its value over the past six months as Waymo has announced plans to expand into several new U.S. cities using its own app to run the service. The company has tried to address the fears, even going so far as to release a 13-page slide deck with its latest earnings report devoted to making the case for why autonomous vehicles aren't an existential risk to Uber. But that did little to soothe worries. Uber's stock is down about 7% since the February 4th earnings report. It will take time for the market to fully digest the potential that Uber's relationship with Waymo, the most advanced AV operator in the market, is under severe strain.
Starting point is 00:15:34 Moffat-Nathson analyst Mike Morton wrote in a note to clients following Uber's earnings. With the Robotaxi market in its early stages, it seems way too early to call a winner that will rule the category, but Waymo's momentum is indeed undeniable. Uber is currently in the difficult position of having to prove that it won't be disrupted by a still burgeoning new technology. And that is going to take a while, given the long time it will take for robotaxy services like Waymo and Tesla to scale. The debate on AVs will take years, not months to play out, said Morton of Moffat Nathanson, end quote. Only one long read for you this weekend. It's from the Verge. If you do take the plunge on a foldable phone, can you ditch your laptop? Quoting Allison Johnson.
Starting point is 00:16:23 There are still limitations to work with. Battery life. is nowhere near as good as my MacBook, and when the phone is dead, so is my lifeline to the rest of the world. I've found it's a good fit for shorter stints, maybe an hour or two, but I wouldn't try to make a full day out of purse computing without building in time to recharge. And you know what? I'm just fine with that. I don't need a foldable to be my all-day laptop because that's not what purse computer is all about. I just want something easy to carry in a regular bag so I can be a human out in the world for a few hours. The friction of packing up my backpack is just enough to keep me from leaving the house most workdays. But when it's just a matter of carrying the phone
Starting point is 00:17:01 I was going to bring anyway, plus a little keyboard that fits into the small bag already on the back of my bike, suddenly it's a much easier trip to make, end quote. No bonus content for you this weekend. Talk to you on Monday. All pay off your home, travel for life, drive a Ferrari. In celebration of the world premiere of the Monopoly Big Board Buckslot machine by Aristocrat Gaming, Yamava Resort and Casino at San Manuel is giving one person a $1.6 million dream package. The biggest prize in Yamava's history. Club Serrano members can earn daily instant prizes
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