WSJ Tech News Briefing

Physical AI, or the move of AI from digital to the physical world, is considered one of tech's next frontiers. At a recent WSJ Tech event, WSJ reporter Kate Clark sat down with Prometheus co-CEO Vik Bajaj to discuss moving beyond large language models to speed up real-world construction, manufacturing competition with China, and the startup's $41 billion valuation. Julie Chang hosts.

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Amazon-backed autonomous ride-hailing company Zoox is gearing up for broader expansion, both in the U.S. and overseas. WSJ columnist Tim Higgins sat down with Zoox CEO Aicha Evans at a recent WSJ Tech event to discuss that expansion, as well as the company's vertical integration service strategy, regulation around its unique vehicle design and more. Julie Chang hosts.

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Nvidia’s board is investigating CEO Jensen Huang following his admission of an affair with a Chinese executive suspected of foreign espionage. Journal tech policy reporter Amrith Ramkumar explains what the probe could mean for chip export controls and a jittery AI market. Julie Chang hosts.

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After years of expanding his business empire across Texas and spending hundreds of millions backing Republicans there, Elon Musk and his companies now face a newly elected Democratic state leadership. WSJ reporter Becky Peterson explains what Texas turning blue means for Musk's companies. Julie Chang hosts.

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This week, voters across the country rejected data center expansion, backing ballot measures and candidates to ban or slow development. WSJ reporter Will Parker explains what this means for projects currently underway—and for the tech companies powering the AI boom. Julie Chang hosts.

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Last week, $6.3 billion was siphoned from Binance—the world’s largest crypto exchange—in about 20 minutes. WSJ cybersecurity reporter Bob McMillan and reporter Sam Kessler discuss how North Korean hackers pulled off the largest financial heist of all time, and what this means for the future of cryptocurrency.

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People are adopting AI agents to research and buy products—and that’s putting Amazon’s $70 billion advertising business at risk. WSJ’s Isabella Simonetti breaks down why bots that can shop pose such a threat to the e-commerce giant, and how Amazon is fighting back. Julie Chang hosts.

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Aftermarket devices promise to turn some recent model cars into hands-free vehicles. WSJ reporter Christopher Otts explains how these kits work, what it’s like to ride with one, and the growing safety, regulatory, and industry questions surrounding third-party driver-assistance tech. Julie Chang hosts.

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It’s spooky season, and security cameras are giving some homeowners chills instead of peace of mind. Across the country, smart home devices are capturing what some say are potential paranormal encounters. WSJ family & tech columnist Julie Jargon spoke with people who say their cameras picked up something they couldn't explain. Julie Chang hosts.

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Anthropic's recent S-1 filing revealed the company’s unusual risk factors, impressive enterprise revenue growth, and massive capital needs. WSJ reporters Bob McMillan, Kate Clark, and Berber Jin discuss how Anthropic managed to debut ahead of chief rival OpenAI, and what Anthropic’s IPO means for the future of the AI industry.

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The U.S. military plans to buy millions of modern drones, but a chronic shortage of domestic explosives leaves the drones without the bombs they are supposed to carry. Wall Street Journal reporter Heather Somerville explains how emerging tech startups are working to address the shortfall in critical energetics—chemical compounds essential for weaponry, mining, and manufacturing. Danny Lewis hosts.

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S&P 500 third-quarter earnings are expected to grow about 30% year-over-year. However, just ten companies—led by AI chipmakers like Nvidia and Broadcom—account for two-thirds of those total profits, highlighting the market's heavy reliance on the AI boom and its costly infrastructure. WSJ reporter Hannah Erin Lang explains what this earnings concentration means for investors. Julie Chang hosts.

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American shoppers are worried that businesses are using artificial intelligence and other tech to inflate prices. WSJ retail reporter Sarah Nassauer says that’s driven by data privacy concerns, rising costs of living, and AI anxiety. But is it actually becoming more common? Danny Lewis hosts.

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The iPhone Duo is one of Apple’s most innovative products in years. The foldable smartphone was supposed to help usher in the company’s new CEO, but its debut has been met with mixed reviews and shipping delays. WSJ Apple reporter Rolfe Winkler joins to explain why. Danny Lewis hosts.

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For the past few years, WSJ tech columnist Christopher Mims has taken an electric vehicle on the ultimate test drive: a road trip. But as EV technology and the country’s charging infrastructure has changed, this year he decided to see how America’s cheapest electric car would handle one of its biggest charging deserts. Danny Lewis hosts.

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Autonomous big rigs are taking to the road as companies explore using robotrucks to ship cargo. WSJ reporter Esther Fung joins to explain why shipping is the next frontier for driverless vehicles—and why honking may become a thing of the past. Danny Lewis hosts. 

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In a new draft prospectus viewed by the Journal, Anthropic details soaring computing costs and a sprawling list of risk factors facing investors as it prepares to go public in the coming weeks. WSJ tech reporter Anissa Gardizy joins to sort through the filing and what it means for the AI giant’s future. Danny Lewis hosts.

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Netflix played a big part in transforming Hollywood and reorienting the entertainment industry around streaming. But now, the maker of hits like Stranger Things, Bridgerton and Squid Game is struggling. WSJ deputy media editor Jessica Toonkel joins to explain what is happening at Netflix and how it’s trying to chart a new course. Danny Lewis hosts.

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Michael Dell is one of the few CEOs who survived the dot-com bubble and is still running his company amid the AI boom. Dell sits down with WSJ tech columnist Christopher Mims to explain why his company is prepared to weather any downturns.

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Apple’s newest device is designed to bring Siri AI into your smart home, alongside strong privacy protections. But when the most popular—and powerful—AI agents need complete access to personal accounts and information to get the most out of their capabilities, is Apple’s dedication to privacy holding Siri back? Cybersecurity reporter Bob McMillan, personal tech columnist Nicole Nguyen and Apple reporter Rolfe Winkler debate the tradeoffs of exchanging personal data for convenience.

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Nine years after Elon Musk announced the follow up to Tesla’s original electric sportscar, the new Roadster is finally being released. But the EV market—and Tesla itself—look very different now. WSJ autos reporter Christopher Otts joins to discuss what to expect, and how people who have held onto reservations for the new model are feeling about finally getting their cars. Danny Lewis hosts.

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Blood pressure is notoriously tricky to measure, whether in a doctor’s office or at home. Now, several wearables—including the Oura Ring and the latest Apple Watch—say they can help people track their blood pressure without an inflatable cuff. WSJ personal tech columnist Nicole Nguyenexplains how these devices held up to real-life testing. Danny Lewis hosts.

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The electric vehicle industry is in a slump, but the companies installing roadside plug stations are charging ahead. WSJ Detroit Bureau Chief Patrick George joins to explain why we could see a record number of chargers installed this year—and whether that’s a glimmer of hope for the entire EV industry. Danny Lewis hosts.

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Several years into the AI boom, chips and data centers are in such high demand that access to compute is like gold for tech companies. WSJ reporter Kate Clark joins to discuss the lengths AI companies are going to find it. Danny Lewis hosts.

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Earlier this year, Anthropic edged to the front of the AI race thanks to its focus on business and coding products. But now, its chief rival OpenAI is starting to catch up. WSJ finance and technology reporter Angel Au-Yeung joins to explain how the battle for enterprise customers is playing out, and how it might affect the startups efforts to go public. Danny Lewis hosts.

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Along with new AI agents and tools, Meta Platforms, OpenAI, and Anthropic are rolling out mascots. It’s part of an effort to put a cuddlier face on AI tools amid the rise in anxieties about the technology. WSJ advertising editor Suzanne Vranica joins to discuss how fuzzy little guys could help make the technology feel less scary to skeptics.

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For months, the drumbeat of worries about the rapid advancement of artificial intelligence has steadily increased. While the White House has taken a light touch approach to regulating the industry, some states and cities are exploring issuing their own rules governing AI. WSJ reporter Kevin Dugan gives us the scoop on a recent New York City Council hearing on AI, and what a patchwork of state and municipal rules could mean for tech giants. Danny Lewis hosts.

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Videos rule social media right now, from TikToks to Instagram Reels to YouTube Shorts. But a new study suggests that the constant churn of short video clips may be changing our perception of time. WSJ family and tech columnist Julie Jargonjoins to discuss how that could harm young people’s developing brains—and what social media companies and parents can do to help. Danny Lewis hosts.

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Meta’s new AI agent, Muse, is a hit—racking up millions of downloads in just a few weeks. But how is it working for users, who must hand over reams of data to get the most out of the bot? WSJ personal tech columnist Nicole Nguyen joins to share her own experiences test driving Muse, as well as her reporting on what security experts make of the latest consumer AI push. Katie Deighton hosts.

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While more stories of AI agents going rogue surface nearly every day, the messaging urging consumers to use AI agents to make life and work easier is not dying down. And this is all happening amidst a conversation about AI doom. How do we make sense of it all? Deputy tech and media editor Sam Schechner, cybersecurity reporter Bob McMillan and personal tech columnist Nicole Nguyen hash it out.

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Over the last year, major AI developers have seen users asking their chatbots for help designing bioweapons. Now, a new wave of new biosecurity companies is using that exact same technology to build a defense system. WSJ reporter Georgia Wells joins us to tell us about Red Queen Bio and how its technology works. Isabelle Bousquette, a reporter for the Wall Street Journal Leadership Institute, hosts.

A quick update: We're on a new schedule! Starting today, we’ll be bringing you a single, in-depth interview about what's happening in tech, every weekday morning.

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Plus: Apple launches Apple Pay in India. And American Express introduces a corporate cashback card and an AI-driven expense-management platform. Julie Chang hosts.

A quick update: We're on a new schedule! Starting tomorrow, we’ll be bringing you a single, in-depth interview about what's happening in tech, every weekday morning.

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Plus: DoorDash partners with clothing and shoe companies amid same-day shipping race. And Robinhood Markets announces new AI-powered trading tools. Danny Lewis hosts.

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Plus: The Trump administration launches an AI tool aimed at streamlining federal services. And AT&T and Corning sign a $3 billion deal for fiber. Julie Chang hosts.

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Plus: Etsy is using AI to personalize experiences for their shoppers. And Tesla delays the launch of its long-awaited Roadster. Anthony Bansie hosts.

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The always-on, agreeable nature of chatbots makes them hard-working colleagues—but also, it turns out, friends for adolescents. WSJ’s family and tech columnist, Julie Jargon, joins us to explore how some children are forming emotional attachments to their new artificial friends to the detriment of their real lives. Plus, reporter Micah Maidenberg explains why the space industry has been left wanting for rocket rides. Katie Deighton hosts.

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Plus: Nearly 19% of working-age people now use AI, per a Microsoft study. And Federal Reserve Governor Lisa Cook expects continuing inflation pressure from the AI buildout. Julie Chang hosts.

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Plus: Nvidia releases software it says can prevent AI agents from going rogue. And Meta Platforms is starting a new business line focused on selling AI tools to enterprise customers. Anthony Bansie hosts.

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You’ve heard about how AI tools could help meet demand for mental-health treatment, as well as some of the risks involved. Several U.S. states have passed laws limiting what these chatbots are able to do, leading to some changes in the industry. Meanwhile, federal regulators are taking a look at the AI therapy space. Today, we’re bringing Tech News Briefing listeners the third and final bonus episode from our What’s News series “The AI Therapist.” Host Alex Ossola delves into the changing regulatory landscape and where AI mental-health tools could go from here.

The AI Therapist: A WSJ Podcast Series

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Plus: EIG Global Energy Partners plans to raise $225 million for its first geothermal energy fund. And Momenta is poised to gain market share as China continues to adopt advanced driver-assistance systems, a Citi analyst says. Julie Chang hosts.

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Plus: Novo Nordisk to pay up to $1.3 billion for Nanexa’s drug delivery technology. And climate-tech venture investors are shifting their focus from climate change and decarbonization to AI and data centers. Julie Chang hosts.

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Data centers are rapidly expanding across the U.S. as tech companies race to build out the infrastructure needed to power the AI boom. But who is actually working inside of these buildings, and what are they doing? WSJ’s Owen Tucker-Smith joins us to discuss the unique—but vital—jobs that keep our internet operational. Isabelle Bousquette, a reporter for the Wall Street Journal Leadership Institute, hosts.

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Plus: New York state sues Polymarket. And BlackRock investment portfolios debut on the blockchain as digital tokens. Julie Chang hosts.

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Plus: Meta unveils new AI-powered hardware. And Amazon announces a new robotics manufacturing facility in Indiana. Danny Lewis hosts.

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Plus: Two Anthropic leaders back Pilgrim, a startup developing hardware to detect airborne viruses. And Chinese automaker Geely unveils new EV tech that can charge vehicles in under five minutes. Julie Chang hosts.

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Plus: AI biotech firm Enveda doubles valuation to $2 billion. And Finnish drone maker Sensofusion seeks $344 million in Helsinki IPO. Danny Lewis hosts.

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Plus: Trump rejects international regulation of AI in his U.N. speech. Binance invests $100 million in Circle, expanding their stablecoin partnership. Julie Chang hosts.

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Plus: British Columbia is suing OpenAI and its CEO, Sam Altman for alleged safety violations in the Tumbler Ridge mass school shooting. And Andreessen Horowitz is funding an alternative to college. Anthony Bansie hosts.

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Polymarket has struggled with compliance failures, legal challenges, and software blunders, according to current and former employees. WSJ’s Katherine Long shares her exclusive reporting on the prediction markets platform. Plus, WSJ’s Bob Tita explains how landfills operators are starting to experiment with remotely controlled and autonomous bulldozers. Isabelle Bousquette, a reporter for the Wall Street Journal Leadership Institute, hosts.

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Plus: OpenAI urges Washington to lead global effort to create AI-safety standards. And Accenture shares climb on AI safety partnership with Anthropic. Julie Chang hosts.

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Plus: Coinbase Global will allow users to request shares of upcoming initial public offerings. And CNN, MS NOW and Politico are suing the Trump administration after their journalists were barred from the White House. Anthony Bansie hosts.

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The promise for AI mental-health tools is clear: bringing support to people who need it, when they need it. But these chatbots can come with risks. How do they respond when someone is in crisis, or thinking about harming themselves? Today, we’re bringing Tech News Briefing listeners Part 2 of our What’s News special series “The AI Therapist.” Host Alex Ossola digs into the guardrails that companies are installing in their AI tools—and the questions as to whether they’re enough.

The AI Therapist: A WSJ Podcast Series

Further Reading:

Chatbots Are Replacing Therapists With Little Scientific Evidence Behind Them

Teens Seek Mental-Health Help From Chatbots. That’s Dangerous, Says New Study.

How AI Advice Is Undermining Eating-Disorder Therapy

When There’s No School Counselor, There’s a Bot

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Plus: Disney hires Character.AI CEO as entertainment company’s first chief technology officer. And AI startup Manus seeks to raise $500 million and weighs Hong Kong IPO. Julie Chang hosts.

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Plus: Hackers used Anthropic’s Claude tools to hack OpenAI. And Coinbase is seeking approval to list perpetual futures. Danny Lewis hosts.

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OpenAI CEO Sam Altman once referred to combining ads and AI as “uniquely unsettling.” But now, the tech giant is rapidly building an advertising business. The Journal’s advertising editor Suzanne Vranica dives into OpenAI’s ad rush. Plus, AI voice-cloning tools have gotten so good that they can now replicate accents. WSJ contributor Heidi Mitchell explains why your accent might suddenly be a security vulnerability. Julie Chang hosts.

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Plus: Two senators ask FTC to probe Amazon and Walmart on how chatbots handle “Made in the USA” data. And Costco expands same-day delivery with Uber and DoorDash partnerships. Julie Chang hosts.

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Plus: Mastercard and Alchemy are partnering on AI shopping tools. And Nokia partners with Microsoft to offer agentic support for telecommunications companies. Danny Lewis hosts.

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Plus: The House Ways and Means Committee advances bipartisan crypto bill. And ByteDance’s revenue grows but AI spending pressures profits. Julie Chang hosts.

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Novo Nordisk teams up with Anthropic to speed up drug discovery. And Mistral aims to grow AI consumer base through Mozilla partnership. Julie Chang hosts.

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Plus: Crypto exchange CoinEx, which was a hub for illicit Iran cash, shutters. And federal regulators probe if Tesla’s Cybercab conflicts with safety standards. Julie Chang hosts.

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Plus: China implements new restrictions on leaving the country amid intensifying tech race. And OpenAI quietly bought a smartphone camera startup. Danny Lewis hosts.

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AI industry engineers and leaders are warning their own tech could spell the end of humanity as we know it. WSJ Deputy Tech & Media Editor Sam Schechner dives into the AI doom debate and what steps companies could take to stop it. Plus, worried your EV might run out of juice before you find a plug? WSJ reporter Chistopher Otts tells us about a new solution automakers are betting on: extended range EVs. Julie Chang hosts.

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Plus: New York City council members want to ban YouTube in schools. And a new coalition by Amazon, Netflix and YouTube will advocate for consumer choice in online content. Julie Chang hosts.

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Plus: Chip stocks tumble. And Airbnb sets up $250 million housing development fund. Danny Lewis hosts.

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The millions of Americans living with mental illness—as well as people dealing with life’s everyday stresses—often struggle to see a therapist when they need one. That’s a big reason why many people have started turning to AI tools such as ChatGPT for emotional support. But as a number of high-profile lawsuits show, that can sometimes lead to devastating outcomes. Companies creating AI for mental health say they can do better. Today, we’re bringing Tech News Briefing listeners Part 1 of “The AI Therapist,” a special What’s News series we think you’ll enjoy. In this episode, host Alex Ossola and WSJ audio producer Pierre Bienaimé explore the growing field of these purpose-built tools, and how people are already using them.

The AI Therapist: A WSJ Podcast Series

Further Reading:

Chatbots Are Replacing Therapists With Little Scientific Evidence Behind Them

Teens Seek Mental-Health Help From Chatbots. That’s Dangerous, Says New Study.

How AI Advice Is Undermining Eating-Disorder Therapy

When There’s No School Counselor, There’s a Bot

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Plus: California Gov. Gavin Newsom signs new laws to protect children online. And AI is boosting the U.K. economy. Julie Chang hosts.

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Plus: The Pentagon is in talks to lend $5 billion to AI startup Fluidstack. And former OpenAI executive Fidji Simo joins Nscale’s board. Imani Moise hosts.

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Apple is betting its new iPhone Duo can bring foldable phones into the mainstream. WSJ personal tech columnist Nicole Nguyen shares her first impressions of the nearly $2,000 device. Plus, WSJ reporter Micah Maidenberg explains how the sharp uptick in satellites and debris in low-Earth orbit is fueling concerns about potential collisions.

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Plus: Boston Scientific restores key operations after cyberattack. And Mistral partners with Cloudera to grow its enterprise customer base. Julie Chang hosts.

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Plus: AI chip startup Positron valued at $5 billion in new funding round. And laser fusion tech could play a new role in modern warfare. Imani Moise hosts.

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Plus: Anthropic researcher quits over AI fears. And the Department of Justice requests additional information on Fox’s acquisition of Roku. Julie Chang hosts.

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Plus: U.S. security agencies accuse Chinese firms of exploiting American AI models. And Google to spend more than $15 billion on AI infrastructure in Finland. Imani Moise hosts.

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Plus: Four former Amazon warehouse employees allege pregnancy-related discrimination in class-action lawsuit. And the OECD says AI use is contributing to a global decline in student reading skills. Julie Chang hosts.

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Plus: French startup Mistral AI tops $24 billion valuation in latest funding round. And Boston Scientific issues profit warning after cyberattack. Imani Moise hosts.

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Data centers can be built to add more water to a community than they draw, be powered in greener ways, avoid disturbing people with noise, and not increase local utility rates. But that’s not happening right now. WSJ tech columnist Christopher Mims discusses how data centers can be built with people in mind. Plus, new smartglasses from Snap are weeks away. Journal deputy media editor Jessica Toonkel explains why the social-media company is making such a big gamble on the tech. Belle Lin, a reporter for the Wall Street Journal Leadership Institute, hosts.

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Plus: Adobe stock falls after it names a new CEO. And computer makers are seeing gains from selling fewer PCs at higher prices. Julie Chang hosts.

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Plus: EV truck startup Windrose loses most of its Chinese staff. And smart-ring maker Oura prepares for an IPO. Julie Chang hosts.

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After his ouster from Apple, Steve Jobs may have never returned to reshape the company he co-founded if his new venture hadn’t struck a key deal with the CIA. Sharon Weinberger, former WSJ national security editor and author of “Valley of Death: How Big Tech Is Fueling the Future of War,” breaks down the little known tale. Isabelle Bousquette, a reporter for the Wall Street Journal Leadership Institute, hosts.

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Plus: Lawmakers call to reverse cuts at CISA. Activist investor Elliott Investment Management acquires stake in Deutsche Telekom and opposes T-Mobile merger. Julie Chang hosts.

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Plus: A new survey finds a sizable share of company leaders don’t know the rate of return on their AI investments. And Ford is setting ambitious sales targets for its new electric truck. Danny Lewis hosts.

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Plus: Uber’s $15 billion takeover bid of Delivery Hero gets board backing. And Uber cuts 3,300 jobs. Julie Chang hosts.

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Plus: Apple's new CEO could earn up to $58 million dollars in 2027. And musicians sue AI music company Suno over alleged copycats. Imani Moise hosts.

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Plus: Bank of America, Citigroup, Goldman Sachs and other firms team up to launch a stablecoin. And Dyson unveils an AI-powered toothbrush. Julie Chang hosts.

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Plus: John Ternus officially takes over as Apple CEO. And Anthropic signs $35 billion cloud computing deal backed by Nvidia. Imani Moise hosts.

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For the first time public opinion is moving in favor of all-day cell phone bans in schools. But do these bans actually make a difference in students’ lives? Family and Tech columnist Julie Jargon explains what the latest research says. Plus, Hawaii state officials are looking to the tech industry to help revive its economy as tourism stalls. Past attempts to turn the islands into the next Silicon Valley have fallen flat. But the WSJ’s Owen Tucker-Smith says this time the state has a new strategy. Imani Moise hosts.

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Plus: Nvidia invests $3.5 billion in Taiwanese chipmaker MediaTek . And Strategy buys bitcoin for the first time since June. Imani Moise hosts.

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Plus: IPO documents show Softbank-backed data center venture issued perks to land OpenAI. And SLB acquires data-center cooling company Kelvion for $4.1 billion. Imani Moise hosts.

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Plus: BYD’s overseas push drives quarterly profit growth. And Google will change how it ranks certain websites in most of Europe to appease antitrust regulators. Julie Chang hosts.

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Plus: South Korea will give its entire population free access to homegrown generative AI. And Nvidia is pausing some revenue sharing deals just weeks after announcing them. Danny Lewis hosts.

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The success of SK Hynix and Samsung helped make South Korea’s stock market one of the world’s hottest in recent years—but also one of the most volatile. WSJ reporter Jack Pitcher tells us about the “Rollerkospi,” and what its wild ride could mean for the broader AI trade. Plus, buying a refurbished phone might save you a few hundred dollars, but it could also come with unexpected problems. Personal tech columnist Nicole Nguyen breaks down what to look out for to avoid stress, scams, and spyware. Imani Moise hosts.

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Plus: Best Buy raises outlook following better-than-expected second-quarter results. And Cisco gave its 90,000 employees their own AI agent. Julie Chang hosts.

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Plus: SK Telecom is creating an AI data-center company backed by KKR. And Thinking Machines Lab co-founder Barret Zoph rejoins Google. Imani Moise hosts.

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Plus: Google moves AI responsibility unit out of DeepMind. And the FBI disrupts a China-linked hacking network. Julie Chang hosts.

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Plus: Bill Gates calls for more regulation of AI. And Chinese automaker XPeng plans to start mass-producing humanoid robots. Danny Lewis hosts.

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Plus: Anthropic tells investors its potential revenue may surpass $30 trillion. And global shipments of flat panel displays will dip this year, per Counterpoint Research. Julie Chang hosts.

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Plus: A flurry of tech companies will likely join this year’s IPO bonanza. And Hyundai Mobis’s robot parts business is poised for growth. Imani Moise hosts.

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Nvidia will report earnings this Wednesday amid growing challenges for the AI industry, including the financial vulnerability of some of its biggest customers. WSJ’s David Uberti breaks down what the chip giant is doing to shore up those potential weaknesses across the market. Plus, WSJ’s Callum Borchers explains how companies are using AI to monitor worker productivity – and shares tips for evading the sneaky trackers. Isabelle Bousquette, a reporter for the Wall Street Journal Leadership Institute, hosts.

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Plus: Samsung will reclaim the top global smartphone spot from Apple this year, per Counterpoint Research. And Chinese-owned EV-maker Polestar says it was blindsided by U.S. ban. Julie Chang hosts.

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Plus: Alibaba to raise $10.2 billion for AI investment with share placement. And the Justice Department and TikTok reach $400 million settlement over children’s privacy suit. Julie Chang hosts.

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