저자: NeilFreiman,TobyHowell · 외국인
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Sam Altman의 AI 육아 제안(가족 캘린더 기반 팟캐스트)에 대한 인터넷 반발과 AI 육아 도구 시장 확대를 다룸. 스파이더맨 신작 개봉 흥행(해외 9억 달러 이상)과 MCU 피로도 논의. 정유사(Chevron, Shell, Exxon, Aramco)의 호실적과 이란 전쟁 관련 초과이익 과세 논쟁. Google Earth의 AI 이미지 생성 기능이 허위정보 우려로 철회된 사건. 다음 주 SpaceX 실적, 7월 고용지표, 미시간 민주당 경선 등 일정 소개. 자산 가격 방향에 대한 명시적 예측 발언은 없음.
다듬은 글
Good morning, this is Morning Brew Daily. I am Neil Freiman. And I'm Toby Howell. Today: How Spider-Man Overcame the Crisis of Superheroism. Then: should AI be used in raising children? Sam Altman is sure it is . Today is Monday, August 3. Let's go. It is August. Maybe you're a little tired. All your colleagues are on vacation.
Time to have some fun. And in the MBD universe, that means playing a game. By popular request, we are bringing back "Password" —a puzzle game we ran several times last year to cheer you up in the middle of summer. It's the brainchild of Jack Murt , the creator of Brew puzzles, who has a doctorate in theoretical computer science from Harvard.
Don't be scared. This game is very simple and fun , and Toby will explain how it works and how you can win. So, Jack changes his password often because he cares about privacy. Your task is to try to guess it. At the end of each episode this week, we'll be giving a hint to help you out. If you guess correctly, you'll get a chance to win Morning Brew Daily merch.
But there is a nuance. You only have one attempt, which you can submit at any time . The earlier you submit your response, the greater the chance that your name will be chosen for the prize. So, if after tonight's show you feel a supernatural hunch and hit the mark, your answer counts as five entries.
On Tuesday we will give another hint, but entries will only cost four, and so on. By Friday, you will have enough information to guess the password, but your application will only count as one point. My advice: open a notes app and write down every password hint for a week so they're all in one place.
Now, where to send it? We have a Google form, which is linked in the show description. We'll also be posting a hint and answer link every day on our Instagram stories, so you can check there too. I think that's it, Neil. Give them the first clue. Okay, first clue: the password is related to one of the five senses.
Repeat it again for me. The password is associated with one of the five senses. I'm playing with you this week, so I wish you all good luck. Last week, Sam Altman shared an idea for what he called a cool use case for ChatGPT. He suggested connecting the family calendar to a chatbot so that every morning it would create a podcast that the children could listen to on the way to school.
The podcast could focus on events in the children's lives , such as an upcoming soccer game or an upcoming birthday party . The Internet did not take this proposal very well. The most popular answer from Alex Hirsch, one of the creators of Gravity Falls, was: " What if you just talked to your kids?" And it garnered about 10 times more likes than Altman's original post.
This brief dispute embodies one of the most delicate discussions in the world of artificial intelligence. How appropriate is it to use this technology in raising children? The most obvious problem with this discussion is that humans have successfully raised children without AI throughout history. Therefore, critics argue that AI should not brazenly replace live communication between parents and children.
Altman, as expected, openly supports the use of AI in education. After becoming a father last year, he said he couldn't imagine how he would have coped with a baby without ChatGPT, and told Jimmy Fallon that he uses it for everyday childcare issues . But even regular people say AI can be useful for managing calendars and family logistics.
Neil Altman has been criticized, but there are many ordinary parents who are assessing the advantages and disadvantages of this technology in real time for their children. Yes, but I want to start with AI developers because they have quite unconventional views on parenting. Alexander Wang, founder of Scale AI, which was acquired by Meta, said he was 29 years old.
He said he was considering postponing having children until neurocomputer interfaces like Neuralink were sufficiently advanced. So, when his children are born, they can be immediately connected to the system so that they can learn along with technology. And I think what people were outraged about in Sam Altman's post was n't so much the use of AI itself, which we can talk about.
People are very interested in how AI can help them in their upbringing. But he said, " Use the calendar to create a podcast for your kids," instead of just using AI to make things easier. Yes, that's why people are so angry: they've been introducing AI where human interaction should be , and even many AI advocates say that this is probably the worst use of it.
The main idea behind using AI in child rearing is how much cognitive labor, rather than just physical labor, is required to run a household. You have to remember when football games are, when deadlines are, you have to coordinate schedules. There is a kind of utopian idea of transferring all this work to AI, which has access to your life.
Imagine how much free time you could have. Imagine how much mental space you could free up. Now many companies, many startups are promoting themselves as the " world's first AI family assistant" that manages your entire household. So, this is the proposal. Whether this will become a reality, whether you can actually turn back that time, whether mothers in particular can reduce some of the cognitive load that they may have silently carried for generations, remains to be seen, but at least that's the promise.
Yes, this is a huge market, aimed primarily at moms, as study after study shows that mothers in heterosexual relationships take on significantly more cognitive load than men. And this is, indeed, a huge market. 85 million mothers make 85% of household purchases and control about $2.4 trillion in annual consumer spending in the United States.
So company after company is trying to conquer this market by selling AI to parents , and especially to mothers, to take some of this cognitive load off them. We see many startups in this space getting involved, as well as big players like OpenAI and Meta. Where do they ultimately fall short? Because there are limits to turning the entire household over to AI.
One researcher tried to involve Claude in meal planning for his family. Make me a list so I can go to the store and just buy everything. But the AI often forgot ingredients, and she concluded that if she had a “smart” pantry or refrigerator with access to her life, it would probably work better. But this is the privacy trade-off when it comes to integrating AI.
Do you want AI to have access to your email , calendars, and travel plans? Some say they want to protect their family, especially children, from the prying eyes of artificial intelligence. This is where the stalemate arises. More data makes AI better, but people are not willing to provide this data.
Parents are already starting to use AI to help themselves with their children. A new study has emerged from Lori Children's Hospital in Chicago, which is not affiliated with any AI company. More than four out of five parents have used artificial intelligence to help raise their children. 43% do it weekly, and nine out of ten believe that AI makes parenting easier overall .
91% said it gave them confidence as parents. Welcome to the Weekend Winners section, where Toby and I choose two things that don't forget about sunscreen. I won a round of disc golf before the broadcast, so I'm going first. And my winner is Spider-Man, which grossed almost a billion dollars in one weekend.
Tom Holland's Spider-Man: Homecoming just grossed $927 million worldwide in its opening weekend, including $335 million in North America. This is the second-highest box office debut in history, just $2 million behind Avengers: Endgame in 2019. When all is said and done, it could surpass "The Finale." This is a stunning result that exceeded all expectations, because superhero movies are not in fashion right now.
The Marvel Cinematic Universe has been dying due to confusing plots and secondary characters that no one cares about. DC just failed epically with Supergirl. But when it comes to Spider-Man, there's no such thing as superhero fatigue . Viewers stormed cinemas to find out what would happen next, because the previous part, " No Way Home," ended in the most interesting place.
Some theaters showed the film every 15 minutes from dawn to dusk to accommodate the crowds of fans. Toby , we thought the Odyssey was big, but it was an unequal battle. Christopher Nolan's epic film grossed $124 million domestically in its opening weekend. Spider-Man almost tripled that result with 335 million.
In fact, aside from Endgame and this Spider-Man, no film has come close to the 300 million mark at launch. What the hell just happened? Why is Spider-Man such a box office giant? I mean, everyone loves Spider-Man. Everyone loves Spider-Man, even abroad. We see how shares of India's largest cinema chain have risen by almost 20% over the past month following the release of "Odyssey" and " Spider-Man." China is also helping to achieve huge global figures.
Zootopia 2 aside , Hollywood is having a hard time in China. No Hollywood release had made it into the top 10 at the box office until Spider-Man: Homecoming. So it's really thanks to the global appeal of your friendly neighbor Spider-Man. Although I also think you mentioned Odyssey, it's operating on the principle of "a rising tide lifts all boats," as we just saw total weekend ticket sales hit 430 million.
It was the highest-grossing weekend in the history of film distribution. And I found this interesting: former user Jonathan MB32 said, "Only nine other movies have made over 200 million at launch, and only one of them had another movie that same weekend that made over 20 million." So basically, when there's one great movie, there's only one of it.
He takes over all ticket sales. This has changed. "Odyssey" grossed $51 million, alongside "The Amazing Spider-Man," which grossed $300 million. So, obviously, there 's enough demand for everyone, which is why there are two big films in theaters right now . But it's really interesting why Spider-Man has succeeded where other superheroes have failed, and we've heard so much about superhero fatigue.
People are no longer interested in superheroes. The Marvel Cinematic Universe was starting to lose ground, but then Spider-Man came along and these movies just made a ton of money. Not just a bunch of money, but a historic amount of money. One reason is that Spider-Man was created in 1962 to be relatable to humans.
This is a young man who is going through many life challenges and trials, just like all of us. He is socially awkward. He has problems with his personal life. In short, not everything is going well for him. He's not a " larger than life" character like, say, Iron Man, who is completely far from reality.
And Sony made very smart and savvy moves after acquiring the rights to Spider-Man. Lots of variety to keep you interested . He has 11 films, but two of them are animated. The role has been recast three times: from Tobey Maguire to Andrew Garfield and now to Tom Holland. So they keep adding pepper with new storylines and fresh ideas.
And the essence of Spider-Man will always be close to us, because he is a young guy who lives just like us. Although I see some discussions online. I have n't seen the movie yet, so I'll just say this: how does Tom Holland's Spider-Man afford this apartment in New York? In Spider-Man with Tobey Maguire, he was doing things: delivering pizza, taking photos, and now Tom Holland suddenly has unlimited money.
So maybe that part of the Spider-Man experience is a little lost, because if you dig deeper, Tobey Maguire's Spider-Man was selling photos to the newspaper. This business no longer exists. In modern New York, a huge number of people have a mobile phone. Newspapers don't pay big money, so a different backstory is needed for how Spider-Man survives financially.
So, again, I haven't seen the movie yet, but it's probably not as close as Spider-Man of yesteryear. Moving on to my winner of the weekend— it's oil companies, which are raking in record profits while the war in Iran continues. When I say " record-breaking," I mean truly record- breaking. Chevron just posted its highest quarterly net profit in the company's history.
Shell lagged slightly behind, posting only its second- largest quarterly profit in history. Exxon Mobil also saw its profits double from last year. Even Saudi Aramco, whose operations are most vulnerable because they are located in Saudi Arabia near the epicenter of the conflict, still expects earnings to grow 27% in the report.
The additional money is coming not in spite of the closure of the Strait of Hormuz, but precisely because of it . If ships can only enter the world market drop by drop, profits will flow like a river due to the reduction in supply. Similarly, Ukraine's attacks on Russian refineries have made the business of processing crude oil into gasoline and other fuels even more profitable.
But instead of increasing production while the situation is favorable and prices are high, oil companies are doing the opposite. According to the New York Times, companies will spend less on oil and gas production this year than in 2025, preferring to save this money for a rainy day in the hope that the conflict will end soon.
Nile, while consumers are feeling the pressure at the gas stations, the companies that fill them are delighted with the prices they can set. Great, Toby. The three companies that reported last week: Chevron, Exxon, and Shell— together, they have earned an average of about $404 million in profit every day over the past three months.
And that's because international oil prices rose to around $96 per barrel in the second quarter, up 45% from the same period last year. So, they are making money at an incredible rate. Any time you do that as an oil company and it raises prices for consumers, you become a political target, and a pair of Democratic senators, led by Sheldon Whitehouse of Rhode Island, are acknowledging that.
They proposed a tax on oil companies' windfall profits, and the same talk is heard in Europe : if a company makes so much money due to factors beyond its control, it should give some of its profits away to help consumers . Republicans and some other Democrats opposed it. Apparently, one after another, oil company executives have come out on earnings calls to explain why they think this is a bad idea, that they are being punished simply for working hard and being in the right place at the right time.
We are already hearing the political echoes. Donald Trump has also begun to target oil companies. So they found themselves under political scrutiny, even despite record profits. What interested me was that even with record profits, stocks are not showing crazy growth. I mean, I looked at the chart of Exxon Mobil shares this year: they're up 26%, but they've been trading at about the same level since February.
Part of the reason is that investors are weighing the trade-off between the incredible profits we're seeing now and the fact that oil companies are still dependent on tensions in the Middle East. This is not going away anytime soon . Therefore, it is necessary to assess the impact of the Middle East on each company to understand whether it is worth investing in it, and this is why these companies are cautious with drilling volumes.
They don't want to make the mistake of thinking that these profits will last forever and that they will make record profits every quarter and continue to do so. They are acting very cautiously. They say, "We want to strengthen our balance sheet." We want to pay off some of the debt instead of investing in drilling now, because who knows how long the conditions associated with the war in Iran will last.
Yes, they say, and both investors and oil companies claim that it is temporary. As with oil, the Strait of Hormuz is too important. Oil is too important a commodity for this waterway to be closed for long. We just saw it this morning: Oil prices fell 5% after President Trump called off strikes on Iran last weekend.
So both Wall Street and company executives say it's temporary. That's why we're not going to invest more, but the fact is they're putting away a lot of money for a rainy day. Not only because of crude oil prices, but also because of refined product prices. They became significantly more expensive than crude oil itself as that supply was disrupted.
So if you look at energy companies that are refiners, like Chevron and Valero, they're doing much better than those that don't have refineries, because they're the ones that convert crude oil into products like jet fuel and diesel. There was a much greater supply shortage there than just in the crude oil market.
We'll take a short break and be back with a story about Google Earth right after that . Google tried to add AI to one of the world's most trusted sources of information, and it failed miserably. Last Thursday, Google announced that it was introducing its Nano Banana 2 image generator to Google Earth, allowing anyone to create fictional images on top of satellite imagery .
Maybe you want to see what Pompeii looked like before Mount Vesuvius erupted or how many Dodger Stadiums would fit in Disney World. It could have been anything . The world literally lay in the palm of your hand. At first glance, it looks fun, but independent researchers quickly criticized the move. They said they could not understand Google's logic, given how easily the company allowed fake information to spread about events such as wars or natural disasters.
Initially, Google responded that its Synth ID watermarking system, which indicates that an image was generated by AI, would help users distinguish real satellite images from the products of creativity. But critics responded that Synth ID wasn't enough. For example, you could simply take a photo of the edited image on your iPhone and then share it online without any watermark.
It took Google a little while to realize that this wouldn't work. On Friday, a day after releasing the feature, Google removed it. I was surprised that every article mentioned researchers' concerns about these developments and updates, because I didn't know how much researchers rely on Google Earth, but it really is the source of truth when it comes to what we see on Earth.
If you want to track deforestation, if you want to follow events in conflict zones, you know how bombings affect a certain area. Many journalists and independent researchers turn to Google Earth to see everything with their own eyes. That's why many people have warned that this new tool could easily create very realistic fakes where people are used to relying on Google as a source of truth.
So yes, you also mentioned defense mechanisms, because they were very controversial. Yes, they say they have SynthID. Of course, this could be circumvented by simply taking a screenshot of the image, but Nano Banana also had shaky security mechanisms, as the Nano Banana service itself would in some cases refuse to edit things that you could easily paste into Google Earth.
So, a lot of people and a lot of journalists warned, "Hey, this is one of those things where we have to be truthful." We can't let artificial intelligence get in here. And that's why you saw how quickly it was canceled. Yes, one of the loudest voices was an independent researcher named Henk van S. He wrote a big article about how he manipulated Google Earth after they released this update.
He says, “ Tonight I typed just one sentence into Google Earth and placed refugees near the Mexican border. Then I " planted" a nuclear power plant in Iran. Then I caused a fatal accident on the street in Amsterdam. "All this is based on satellite images from Google itself." What on earth is Google doing?
Yes, before you had to make efforts to, you know, spread misinformation. I mean, before AI, you had to work in Photoshop, but now all you have to do is type in one query. And the fact that this could be done so easily, so naturally, within Google Earth itself is also a huge wake-up call. Okay, just because Google canceled it doesn't mean they won't release it again with new protections.
Google said in a statement: “We’ve seen geospatial professionals use this feature for a number of useful purposes. However, we have also seen people sharing screenshots of generated images that appear to violate our policies." Therefore, we are discontinuing this feature in Google Earth while we work on implementing more robust safeguards.
I can't help but think that this adds to the long list of AI releases. Sora Video Generator, Meta's recent Muse tool that lets people manipulate your profile photo with AI— maybe it seems like a cool idea at first glance. But when you start thinking about how attackers would take advantage of this, uh, then it gets a little dangerous.
And that's why researchers and critics are saying, " Guys, why don't you think about all this before you release these dangerous, potentially dangerous products into the world?" "Your leaders are the ones who warned that AI could, you know, destroy humanity and send civilization down a very dangerous rabbit hole, and yet you're releasing these products that, if they get into the hands of bad actors, which is very easy, could do just that." I'm just trying to figure out, first, who is a geospatial data professional , and second, how could I become one?
Studied it a little in college. I had an additional specialization in GIS. Wait, so this is just kind of like satellite imagery for mapping, so partly for mapping, we use software to map things, and a lot of it has to do with satellite imagery, you know, like mapping land use, what's where, whether it's commercial use, whether it's forest, and things like that.
So, there are a lot of geospatial experts out there, and I hope they're listening and putting you in your place, Toby. Neil, here's your ENT. Neil is a geospatial specialist. Okay, today is Monday. Here's what you need to know to stay ahead next week. Well , that should be interesting. SpaceX will release its first earnings report as a public company on Tuesday.
After a brief upswing, the stock fell 50% from its peak after the largest IPO of all time. That's not all investors will be watching. The July employment report will be released on Friday; an expected growth of 91,000 jobs and an unemployment rate of 4.3%. This comes at a time of great uncertainty about how the Fed will act following Chairman Kevin Warsh's evasive press conference last week.
It's worth noting about SpaceX: Part of the reason for the stock's decline is that the insider stock lockup period ends later this week, on August 6, and 20 to 30% of the locked-up shares will become available for sale. So, people can finally make a profit; insiders can make money from this, and that's probably why we're seeing this big sell-off, among many other reasons, but it's probably one of the reasons why stocks are under pressure.
In politics, democratic socialists are looking to continue their summer surge in Michigan's Democratic primary on Tuesday . This closely watched race pits two millennials: Abdul El- Sayed, an epidemiologist who advocates for left-wing agendas like Medicare for All, against the more moderate Hayley Stevens, a congresswoman who has garnered the support of moderate Democrats.
Michigan is a make-or- break issue for Democrats; if they want to take back the Senate in November, they need to win in Michigan. And finally, in sports: the deadline for player trades in Major League Baseball expires today at 6 p.m., but the main deal of the season has already been made. This weekend, the two-time defending champion Dodgers traded superstar pitcher Tariq Skubal to the Tigers, making the rest of the baseball world ask again, "How do they do it all the time ?" Further, our long national nightmare is over.
NFL football is back, well, almost. The 2026 preseason begins with the Panthers taking on the Cardinals at the Hall of Fame in Ohio. If you're watching this game, you're crazy. Although, maybe I'm crazy too. We have been without football for a long time. Somehow I've already been drawn into four fantasy leagues.
We have n't even had our first preseason game yet, but you know what? I have room for a fifth, so if anyone needs someone else to donate money, please reach out. You know where to find me. It is the beginning of August. I still can't think about football. I'm focused on baseball. This exchange by Skubal was just crazy.
It's the rich getting richer. The Dodgers are going for their third straight World Series, and yet the Red Sox crushed them this weekend. That's it. Okay, that's all the time we have. Thank you very much for starting your morning with us. We wish you a wonderful start to the week. To share your thoughts on the episode or anything else, send an email to [email protected] or send us a Direct on Instagram @MBdailyshow.
Let's start the credits. Emily Miller is our executive producer. Raymond Liu is our senior producer. Our producer is Olivia Graham, and our associate producer is Olivia Lake. Technical director—Nina Miller. For some reason, the makeup artists already know the password. Okay, so submit it via the Google form at the link.
Devin Emery is our president, and the show is a product of Morning Brew. Great show today, Neil. Let's do it again tomorrow.
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