
Why AI experts are sounding the alarm and Sugar is not trending up
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Neal Freyman
Good morning, Brew Daily Show. I'm Neal Freyman.
Toby Howell
And I'm Toby Howell.
Neal Freyman
Today, AI presents an existential threat to humanity, say people working on A.I.
Toby Howell
Ben, the hottest stock right now is a 175-year-old glass maker. It's Friday, February 13th. Let's ride.
Neal Freyman
Today is Friday the 13th. Tomorrow is Valentine's Day, and a new pop up in New York City manages to combine the doom and doting of both. This week, the chat bot platform Eva AI opened what it claims is the world's first AI dating cafe in New York City. What that means in practice is you go to this bar by yourself, sit down and put headphones on, then flirt with an avatar on an iPhone that's propped up on the table. Good luck to the server who's trying to take your order. No doubt this was mostly a marketing stunt and the people who've showed up so far were more in it for the novelty of it all than to actually find digital love. But hey, at least is a cheap date.
Toby Howell
Yeah, there are certainly more influencers or media at this cafe than actual people taking their AI out for a date. But this is happening. People are talking romantically to AI companions. 28% of American adults admitted to having at least one romantic encounter with AI at as of last October, 42% of high schoolers admitted to using AI companions for friendship. And then the Reddit community are my boyfriend is AI has 48,000 users. So maybe they're not actually going out on dates to bars, but they are certainly speaking with them, maybe in the privacy of their own homes.
Neal Freyman
This may be the first day I dating Cafe, but it might not be the last.
Toby Howell
Absolutely not. And now a word from our sponsor, Flav City. Neil, My smoothie budget is getting crazy. I'm buying all kinds of berries, powders, tonics, and don't even get me started on the price of mushrooms.
Neal Freyman
That is crazy. Especially when Flav Cities all in one smoothies have the benefits of those ingredients in one bag. No blender needed.
Toby Howell
All right, well, there's no way it tastes better than my super secret smoothie recipe.
Neal Freyman
No, they absolutely taste better than your gross weird smoothie. Whether that's the pleasantly pepperminty Shamrock Banana Bread brownie batter or any of their wide range of flavors, you get a tasty protein rich smoothie.
Toby Howell
All that and with 25 grams of protein, 10 grams of collagen. Wow.
Neal Freyman
Head to go.shopflav city.com/nbds that's go.shopflavcity.com/mb d something pretty unnerving happened this week. Leading researchers at OpenAI and Anthropic, two of the leading AI companies, said they were quitting. But it's not that they quit that'll give you goosebumps. It's how, after they left their jobs, these researchers wrote sermons warning that rapidly advancing AI could break containment and threaten humanity. In essence, they said that as employees on the inside of AI companies, they saw the future and they're telling all of us on the outside that things are not under control. After Renang Sharma, who led Anthropic Safeguards research team, quit on Monday, he said, quote, the world is in peril. We appear to be approaching a threshold, he added, where our wisdom must grow in equal measure to our capacity to affect the world, lest we face the consequences. Now that he's left AI, he's going to pursue poetry. Another one of the defectors, Zoe Hitzig, said she was leaving OpenAI because of, quote, deep reservations about the company's direction, specifically its recent push to include ads in ChatGPT. In the new York Times, she wrote, I once believed I could help the people building AI get ahead of the problems it would create. This week confirmed my slow realization that OpenAI seems to have stopped asking the questions I joined to help answer. And I didn't even mention the most discussed piece of a doomsday literature that arrived this week. In a mega viral article on X, AI entrepreneur Matt Schumer compared our current situation to February 2020, when many people dismissed what would later become a global pand. Toby, you're freaking out.
Toby Howell
I don't know if I should be freaking out, Neil. And that's the problem. It's never good when the loudest warnings are coming from the people closest to these problems. But I really don't know what I'm supposed to think just sitting as a normal, you know, casual user of AI. Is this just Another part of the cycle where people start yelling out doomsday scenarios. We've been hearing this since I kind of came to fruition a couple of years ago when why is now a better moment? And there are a few things that you could point to that say, yes, this is now a moment to be concerned. Mainly that AI is getting better at self improving. It's getting better at using code to improve itself. And that is a slippery slope that if, you know, OpenAI's latest Codex model, for instance, writes the code that improves upon itself, then humans are out of the loop and it can kind of spiral into the singularity, can spiral into a Terminator scenario. These are all the things that people, you know, keep AI researchers up at night. So I don't know if this is a real inflection point. It feels like it because of all the people that just quit at the same time. Or maybe it's just another bump in the road.
Neal Freyman
Yeah. Yesterday Spotify went on its earnings call at its earnings call and they said that the best developers at their company have not have not written a single line of code since December. ChatGPT or GPT 5.3. Codex, which is OpenAI's coding tool, said it was first model that was instrumental in creating itself. And then Claude Cowork said that, which is Anthropic clothing tool, said that it was written almost entirely by Claude itself. So we're seeing the proliferation of agents. These are AI that'll do, that'll basically go into your computer and do everything you can for you. Seems like this is perhaps the tipping point. This is perhaps the AI advancement that has led to this wave of resignations and these increasing calls of not just doomsday scenarios for like Terminator, but also just a huge job wipeout. These are software engineers saying, I'm not needed anymore. Like this is doing my job. Just wait for it's coming to you next.
Toby Howell
And meanwhile, if that. And meanwhile there's this insane juxtaposition happening right now. Because anthropic just raised $30 billion at a $385 billion valuation, their run rate has grown to $14 billion. That is 10x growth annually. It is an insane company. Right now I have some stats from Axios on the adoption of Anthropic's Claude code. That revenue has risen above two and a half billion dollars, more than double at the start of the year. Its weekly active users have also doubled. Customers spending over 100,000 annually have grown 7x over the past year. And according to Anthropic eight of Fortune 10 companies are now clawed customers. So everyone in their mother at the highest levels of corporate America have adopted this coding tool. And we have never seen revenue growth at this speed. Which is crazy to talk about as soon in the same sentence as talking about all these researchers quitting because of AI safety concerns.
Neal Freyman
And the question a lot of people are asking is where is Washington on this? You have even Anthropic CEO Dario Amade is saying, yes, there's a small chance that we're going to like the stuff I'm working on is going to wipe out humanity. You saw this wave of resignations, but there's basically crickets coming from Washington D.C. well, a bunch of pro AI and anti air forces are coming together to make this a big issue in the upcoming midterm elections. Anthropic, we keep coming back to them. Just announced it's putting 220 million into an AI regulation pack ahead of the midterm elections. Meanwhile, on the other side, you have a pro AI PAC that has raised $125 million so far. That's from Andreessen Horowitz, OpenAI co founder so you're seeing a lot of war chests being raised to go after this issue and whether or not we should actually regulate AI and to what extent, especially as these calls from the inside grow lo.
Toby Howell
All right, let's move on to our stock of the week and dog the week, the segment where we pick one stock that controls the concentric and eccentric portion of their lifts and one stock that just lets the weight flop around. I won the pre show game of who can stick a sticky note higher on a wall. So I'm up first and my stock of the week is Corning. Corning is a 175-year-old company that used to make light bulbs for Thomas Edison, but now it's one of the hottest names in the trade because of its focus on fiber optic cables. Fiber optics flopped hard in the wake of the dot com bubble, but have found second life as the arteries inside data centers. Fiber optics use light to transmit data instead of electrons, making them more efficient for server to server cabling compared to something like a copper cable. And Corning is the Michael Jordan of these things. According to the Wall Street Journal, they pull glass strands until they are as thin as a human hair, sometimes stretching 30 miles long. They're so translucent you could fill an empty pool and and still see the bottom. Corning actually lost money for years before Data center showed up. But everything changed after chat. CBT launched, it took them 50 years to sell its first 1 billion miles of optical fiber. Then just 8 years to sell its next billion. The third billion will come even sooner. Investors have certainly taken notice. Corning is up 15% in the last week and 158% over the last year, surpassing its pre.com bubble high. I knew I should have invested in Corning instead of Cornhole.
Neal Freyman
Neal, come on. Toby. I've noticed a pattern in our stocks of the week. I mean, at least last week we did Caterpillar, right, Which made generators that go into data centers. This week is Corning that makes fiber optic cables that go into data centers. So I don't know, maybe if you're a savvy investor or someone who's looking to make, make some money in the stock market, you just look at whatever inputs are going into data centers and just try to invest in whatever company. I don't know if we're just doing the panels or the catering company that's catering to the, to the workers. But this all stems, it seems, from a meeting in 2018. Corning executives went to Dallas to tour a data center owned by Metta. And they, what they saw there was a lot of copper cables, a lot of older fiber optic cables, and there were just so many of them. And they said, okay, maybe we should just make a better fiber optic cable, because I'm already seeing a lot here. This is back in 2018. And then 2022 comes along and absolutely supercharges demand for data centers, data centers, and fiber optic cables. And they were just like, oh, yeah, we have all of this ready for you. We're already the biggest major maker of fiber optic cables, and they were just ready to go to supply all of this data center build out worldwide.
Toby Howell
Yeah, a lot of company leadership would go, thank goodness we took that trip in 2018, because we would not be where we are today without that. I do want to dig into why optical fiber is better than copper. And it's not necessarily better, it's just different. Power flows pretty well through copper, but data flows better through fiber. So it's kind of different use cases that's just a lot more efficient to over short distance photons, which are, you know, light packets that are traveling through fiber optics. They are three times more efficient over long distance. Photons are 20 times more efficient. That's why it was a big part of the Internet boom and Internet revolution, because it was so good at those things. But, but Corning also is just a cool company because it's made a lot of cool stuff over Its time I mentioned they were literally making glass bulbs for Thomas Edison back in the day. They also make Pyrex as well. They are part of the team that makes the iPhone and the hard to glass shatter. We just mentioned Corning earlier this week because Ferrari unveiled their new interior of a electric vehicle designed by former Apple designer Jony I've and it is full of Corning components. So this company does tons of cool stuff. They're very innovative. They keep everything in house. It's a name that people know but has just recently risen to the forefront.
Neal Freyman
Yeah, the last time I thought about it, I think I was 10 years old. We were doing a road trip through upstate New York with my family and we went to the Corning factory which is up there. And you know, it's pretty cool. And I didn't realize that I would be talking about later on the podcast.
Toby Howell
Okay, you should have been investing in Corning instead of, you know, looking out the window playing the Alphabet game. Neal, you could have been generationally wealthy by this point.
Neal Freyman
All right, my dog of the week is is C12H22O11, better known as sugar. According to the Financial Times, sugar prices have plunged to their lowest point in more than five years as people on GLP1 treatments lose their sweet tooth. The decline is pretty staggering. Raw cane sugar futures have fallen to less than half of their levels from late 2023 and are sitting at prices not seen since October 2020. Traders told the FTSE that this is no doubt a result of weight loss drugs sapping future demand for Sweets. Last year, 10% of the entire US population was on some form of GLP1 drugs. Whether Zepp, bound with govi or any number of knockoffs, these drugs limit how much food you want to put in your stomach very much, including dessert. And so people are forecast to eat a lot less sugar going forward. And by a lot, I mean that the U.S. department of Agriculture lowered its estimate of Sugar use by 23,000 tons through 2026 because of a drop in human consumption. Toby, I'm not going to sugarcoat it. Weight loss drugs are rapidly shaking up food markets.
Toby Howell
They're shaping up, shaking up lots of different market. I go to the supermarket aisle in the UK, cottage cheese sales are up 50% year over year, according to data from Numerator. You go to the airline industry, they are projecting $580 million of cost savings because slimmer passengers lighten aircraft lows, you sell, save on fuel costs. And then also you look at the shares of the Magnum Ice cream company that was recently spun off from Unilever. They said that we are facing structural risks posed by GLP1 drugs. So you are seeing it in all sorts of categories. Obviously food, but even as far as airplanes as well.
Neal Freyman
The market for sugar specifically is. Is very funny because there are some. There is a thing such as people with a sweet tooth because it's very top heavy. The top 20% of consumers account for about 65% of. Of sales of products like sweet products like cookies and ice cream. So if GLP1 gets to these super users than this entire sugar market craters because those of US on the 80% spectrum were like, okay, sugar is fine, but I don't really care about it. But there, there are some super power users that, that are kind of propping up this entire sugar industry and if those fall by the wayside then, then you know, this entire thing collapses.
Toby Howell
Did you just put yourself within the 80% of non sweet tooth? You said those of us in the.
Neal Freyman
80% you know that I'm not a big.
Toby Howell
You're not a sweet tooth. I unfortunately am a sweet tooth. I am 100% part of the 20% there. Can I give you a secondary dog of the week to Neil? I know your sugar one was great. I don't need a chemical formula for this one.
Neal Freyman
Green light.
Toby Howell
I'm not. Yeah, I don't even know why I asked permission. I'm going to do it anyways. So trucking logistics companies got wiped out over the past week. And you'll never believe why. It's because of AI fears of disrupting the industry. The Russell 3000 trucking index fell 6.6%. Landstar Systems down 16%. C.H. robinson was down 24% for a record intraday drop. These are companies that sit between shippers and trucking capacity. But the market puked on itself because a company formerly known as The Singing Machine Company, aka a karaoke business, rebranded in 2024 into an AI logistics platform. And they announced this new thing called semi cab that they claim helps customers scale freight volumes by 300 to 400% without increasing operational headcount, basically making it a lot more efficient. Same trade that we've seen play out in many, many other parts of the economy. Now it just hit the trucking industry. It is insane because this website still references singing machines on it. And yet it just wiped out billions of dollars from major trucking companies.
Neal Freyman
The stock market is jumpier than after I see a horror movie. First it was software, wealth management, commercial real estate, now trucking. And these are just like really Small announcements. Just it's. It's panic and nervousness everywhere. And stocks, or tech stocks specifically, have pretty hard this week.
Toby Howell
All right, we're going to take a quick break and come back with some Olympic stories right after this. I'm being more intentional with my everyday movement.
Neal Freyman
Oh, yeah. Did that indoor putting green you ordered arrive yet?
Toby Howell
Not yet, but besides that, when I trained for the marathon last year, I realized it's less about metrics and more about what works for my body. And that's where Whoop's wearable tech can help.
Neal Freyman
Whoop isn't about chasing numbers. It's about building awareness, spotting patterns, and knowing when to push and when to pull back so you can show up with more energy. Energy, presence, and intention turn insight into everyday action.
Toby Howell
Try it out at join.whoop.com/brew daily. That's join.whoop.com/ brew daily. Do you have your Valentine's gifts sorted yet?
Neal Freyman
No, dude. I'm with the 76% of people that buy on February 13th and 14th. Got any ideas? Flowers, Chocolates?
Toby Howell
How about the ultimate Valentine's gift that includes everything? One that makes you look like you've been planning it for a lifetime?
Neal Freyman
Oh, yes. Now you've got my attention.
Toby Howell
How about a trip to paradise at a luxury Sandals resort in the Caribbean? That would boost your relationship more than anything else. And they have a sweetheart sale on now that runs until Monday.
Neal Freyman
Be right back. I'm up to sandals.com to book me a sweet suite now.
Toby Howell
Neil. Tax season is fast approaching, and it's got me thinking about my finances.
Neal Freyman
Yeah. Is this finally the year you're going to work with a financial professional?
Toby Howell
That is a way better idea idea than what I was thinking. Especially since Northwestern Mutual can match you with a financial professional who will work with you to build a plan based on what's important to you and help grow your wealth and protect what you've worked so hard for.
Neal Freyman
That's right. So find a better way to money@nm.com that's nm.com the Northwestern Mutual Life Insurance Company, Milwaukee, Wisconsin, and Northwestern Mutual Wealth Management Company.
Toby Howell
So we're a little Olympic pilled right now, as I hope you are, too. Which is why we went down a bit of a curling rabbit hole recently. Recently. And in that rabbit hole, we discovered granite. Lots of beautiful granite, sourced from a single uninhabited island off the coast of Scotland. Ailsa Craig, as it is known, is where all the granite that makes it into Olympic stones is found. According to cnn, the granite is exceptionally fine grained. With minerals arranged with such compactness, it makes it resilient to collisions. It allows it to be polished to become smooth enough to glide on ice. Dr. Bob Good day. A geological analyst at the National Museum Scotland explains why it's as a Craig or nothing. Professional curlers have used other kinds of stones which slide perfectly well but when they hit each other they don't bounce quite the same. In fact, it's so well suited for curling that no other type of granite has ever been used in formal competition. Neil I'll stop there before I get too granite excited and start talking about the differences between common green and blue honed this granite on Ailsa Craig rocks.
Neal Freyman
It really does. And what's super cool is the harvest operation. I guess they call it a harvest is when you take granite out of the landform. It's been, it's been described as a military operation. First of all, these harvests don't happen all that often because it's such a process. One was in 2013 and then another one, another harvest didn't happen until 2020 and they just did. They're doing a harvest this fall. So they happen every six, seven, eight years because they get a ton of granite over to mainland and that's kind of all they need to make curling stones. But this operation is pretty crazy. The company, there is just one company we should mention that has the exclusive rights rights to harvest granite on this island called Kayes Scotland. So before they head over they have to complete a 52 page environmental impact report. They to bring a conservation consultant with them because this is basically an ecological preserves. There are endangered birds and seals there that you can't mess with as you're harvesting the granite. They even have to put rat traps on the landing craft they used because this island is rat free and they can't have rats coming over. So it is a huge process with a lot of paperwork and you can understand why they only do it almost once every decade.
Toby Howell
And I know I said I wouldn't dive into the different types of granite but I can't really help myself because a curling stone is not built just using one type even though it is built using granite from as a Craig. There's common green and there's also blue and red hone. Common green makes up the body of the stone including the striking band where the stones actually knock into each other. And common green is great because it gives its stone its springy nature like you want it to bounce off of each other. You don't want it to be dead on Impact. And then the bottom running surface, as it's called, is actually used blue hone. It has the narrow running band that makes contact with the eye. So very small geochemical differences in the granite, but it makes it well suited for the particular actions needed in curling. I never thought I would know this much about curling, but I'm very happy I do because now next Winter Olympics rolls around, you say, oh, I know where that granite comes from. It comes from Ailsa Craig.
Neal Freyman
It's super interesting. And business is booming. So curling first appeared in the Olympics in 1924, was there for a few years, and then it kind of went dead. And there was no curling at the Olympics until it started coming back. And then it wasn't added to the official program until 1998. And now a lot more people are playing curling. I guess you play curling? World curling's membership has tripled since 1998 to 74 nations. And this case, Scotland's pretty good business. It sells these curling stones for almost $1,000 and they produce 2,000 to 2500 stones each year for 77 countries. Also, I thought this was a final fun fact about curling. It is the only sport in which the projectiles trajectory can be influenced after the athlete releases it.
Toby Howell
I don't know, I've been kind of like blowing on my darts as I'm playing darts inside a bar, but maybe that's against the rules. All right, we've talked about stones. Now I want to tell you about drones. Drones have been the under the radar winners of this Olympic games. First person drones or FPV are everywhere you look. Following losers down the track, chasing skiers down a mountain, and racing after curling stones down the ice. Just kidding about that last one. But if you've been watching, you've definitely noticed them buzzing around. I was watching luge earlier this week and kept seeing a little guy of sorts merge onto the track above the athletes. It happened over and over for every racer and I just assumed it was an automated system running on cables or something. No, there is a dude piloting this thing in close quarters with no margin for error. In fact, every drone you see has a pilot behind the sticks and it's made viewing a lot more immersive. Social media is full of people saying they never truly understood how fast downhill skiers are going until a drone brought them close to the terrain, going nearly 90 miles an hour. I can't get enough of these things.
Neal Freyman
Yeah, these drones have been especially invaluable for those of us who want to get a closer look at doubles, luge, AKA seated rivalry. But if you think about the production challenge that's facing NBC and other broadcasters at the Winter Olympics, I mean, you are typically, when you are broadcasting a sport, it's very static in a contained atmosphere. It's a basketball court, it's a football field, it's a hockey rink. These are mostly indoor enclosures. Well, now you have to show the audience what it's like to. For someone to ski down 80 miles per hour a mountain, or go down a luge or bobsled track, or do a snowboard halfpipe. These are just kind of on the face of a mountain and they're such huge landscapes and scenes. That's very hard for the viewer to understand what's going on. I think drones have been, which, which first appeared in the 2014 Sochi Olympics, have just been a huge unlock, not just for the Olympics, but for, you know, the broader TV broadcasting community to really give us a sense of scale and speed that these athletes are operating at.
Toby Howell
And I think the athletes like them because they do want you to understand their sports more. And the pilot of the ski jumping, jumping drone, for instance, is a ski jumper who knew a lot of the athletes personally. So he's coming to it with the intention of showcasing this sport very well, which, of course, the athletes are going to like. Some have complained about the noise of drones, which they are a little buzzy, but that's kind of a small majority. I was thinking about safety too, because these are athletes at very high speeds doing their thing. And then you also have these drones at very high speeds with very little margin of error sometimes. And according to, you know, the Olympics, the drones never fly over or in front of an athlete. So should something go wrong, it always crashes behind them, which feels very counterintuitive or feels very intuitive and smart when you think about it. Don't get ahead of your skis and fly your drone ahead of your luge athlete.
Neal Freyman
And it's been working. In the first five days of the Olympics, NBC viewership is up 93% from Beijing four years ago. Now, that could have a lot of confounding variables like the time difference, the.
Toby Howell
Drones and things like that, but it.
Neal Freyman
Could be just that people are very into the Olympics. The Olympics has some sauce back. And a good part of that may be the drones and all the viral things going on social media about these new camera angles. And I know you've been waiting all, all day for this, all morning for this. The Day 7 viewing schedule from Neil. The highlight of today Is Ilya Malinin, quad God, going for gold in the free skate?
Toby Howell
I feel like he skates every day.
Neal Freyman
Well, they do a show. I mean, they do a free skate. So this one, he's in the lead. They're going at 1pm in snowboarding. This has a lot of people are talking about this women's Snowboard Cross at 8:40 Eastern Time, which is the race. They're going really fast. Men's halfpipe finals at one. And then in women's hockey, the US are in the quarterfinals against Italy at 310. And remember you talked about the 54 year old personal injury.
Toby Howell
Yeah, he got on the ice.
Neal Freyman
On the ice. Remember he said someone have to slip and fall for this guy to become the oldest American Olympian ever. For the men's curling team, no one slip and fell. But the US Team was down so bad in their preliminary match that they just subbed out so could get in. And so that is a very cool story. All right, let's sprint to the finish with some final headlines. In a major announcement yesterday, President Trump said he's gutting the bedrock scientific finding that underpins the federal government's legal authority to control greenhouse gas emissions. His EPA administer, Lee Zeldin called it the single largest deregulatory action in the history of the United States, promising to unleash American industry that has been hamstrung by climate red tape. Critics, including former President Obama, called it a disastrous move that will exacerbate climate change and lead to more preventable human suffering. The science in question is called the endangerment finding, which in 2009 concluded that greenhouse gases pose a risk to Americans health and welfare based on over 200 pages of evidence. Since then, the EPA has used this finding as the basis for installing limits on oil and gas wells, smoke, smokestacks and other industrial uses to burn climate warming fossil fuels. In response, California Governor Gavin Newsom said, unquote, quote, quote, if this reckless decision survives legal challenges, it will lead to more deadly wildfires, more extreme heat deaths, more climate driven floods and droughts, and greater threats to communities nationwide. He's promised a legal challenge.
Toby Howell
It's also a big deal for the auto industry because they have had these regulations upon them for, you know, a lot of years now. And so Trump is framing this as a way to relieve them of those regulations to allow them to make cars more cheaply for consumers. But, but a lot of industry observers are kind of noted that the auto industry hasn't really been pushing for this because the one thing they do like are just predictable. Emissions standards are like as long as you give us the benchmark we need to reach, we can design our manufacturing on this. We can reach those numbers. But now you kind of open the door for confusion. If there's no national standards, some states might step in like California. It's the biggest auto market in the country. They can impose their own emissions standards. Plus there are still requirements you have to deal with abroad. And there's the potential for a rule reversal by a future presidential administration. So maybe it's not going to be the boom for the car industry that many in the administration are framing this as.
Neal Freyman
And finally, there's gig work for everything these days, including closing self driving car doors when passengers leave them open. And a Reddit post that went viral on X. An apparent worker at DoorDash posted a screenshot of a job in Atlanta that read close a Waymo door. No pickup or delivery required. Traveling the 0.7 miles to the car and shutting the door pays 625 plus another $5 quote upon verified completion. Now it's hard to trust screenshots you see on social media days, but this is real. 404 Media confirmed that Waymo and DoorDash have launched a pilot program that has dashers jaunting around Atlanta closing open car doors because the car won't move until they're shut.
Toby Howell
One of my favorite followers on X Trunk Fan posted there are around 100 Waymos in Atlanta so that's 400 doors that you could close at 625 per close, a Dasher could clear 2500 dollars a day. Obviously that's assuming every single door on every single Waymo is left open every day. But the other idea I had was you want to stimulate gdp. One firm needs to hire people to open Waymo doors and another firm needs to hire people to close them. That's called creating jobs right there. The first firm would be called Waymo Doors and the second one to be called Way Less Doors. That is stimulating the economy right there.
Neal Freyman
It's not stimulating my brain. In fact it's actively harming it. But if you do want to get on this, if you do want to get on this enterprise, Toby, you got to do it fast because in the future way most said that its doors will automatically close. So the window is shrinking fast. All right. That is all the time we have. Thanks for starting your morning with us. Have a wonderful Friday and an even better weekend. Thanks to the hundreds of you who filled out our survey. It is so helpful in figuring out our Strategy Roadmap app. If you haven't yet, there's still time, and once you do, you'll be entered into a raffle to win a $500Amex gift card. Five minutes for a chance at $500? Not a bad offer. You can find the survey in the podcast description, and if you want to otherwise, get in touch. You can send an email to Morning Brew daily at Morning Broadcom or DM us on Instagram @MB. Daily show let's roll the credits. Emily Milian is our executive producer. Raymond Lu is our producer. Our associate producer are Olivia Graham and Olivia Lake. Hair and makeup is closing doors and taking names. Devin Emery is our president, and our show is a production of Morning Brew.
Toby Howell
Great show today, Neil. I wish you all well.
Podcast Summary: Morning Brew Daily Episode: Experts Sound Alarms on AI & Sugar Prices Hit 5-Year Low Date: February 13, 2026 Hosts: Neal Freyman & Toby Howell
This episode of Morning Brew Daily focuses on two major themes: the rising alarms from AI experts warning of existential threats posed by artificial intelligence, and the dramatic drop in sugar prices due to the changing landscape of food consumption driven by weight-loss drugs. Alongside these headline topics, the hosts inject humor, market insights, Olympic trivia, and quirky news bites.
(Starts ~02:55)
Hosts’ Reaction:
Market Impact:
Political Response:
(Starts ~08:21)
(Starts ~12:30)
Toby: “I unfortunately am a sweet tooth. I am 100% part of the 20% there.” (14:48)
(Starts ~15:02)
(Starts ~18:15)
(Starts ~25:59)
The episode maintains a witty, informed, and conversational tone. Neal and Toby balance humor with market expertise, moving seamlessly from financial breakdowns to oddball trivia and cultural commentary. The show is fast-paced and packed with facts, practical insights, and a few tongue-in-cheek quips.
This summary gives you all the major news, quirky facts, and clever banter from today's episode — a perfect catch-up whether you’re trading stocks, doomscrolling AI news, or prepping for Olympic bar trivia.