The Super Bowl was in San Francisco, and this Silicon Valley girl couldn’t be more proud. It was 72 and sunny all weekend, the energy was electric, the city was gleaming, and I had the incredible opportunity to go behind the scenes.

I kicked off the weekend with the home team (Niners baby!) at a special Super Bowl welcome event. And then, it was off to Meta’s Super Bowl House.I got a first look at the new Meta Ray Ban displays and joined the cast of Love Island for a Threads event (come at me — I’m a Love Island stan 🤷🏽‍♀️) .

On a personal note: it was truly a full-circle moment being invited to spend Super Bowl weekend with Meta, not as an employee, but as a creator. Just a couple years ago, I was hosting events like this for Meta! TBH, this weekend felt like I was back home. More Tea on that and the tech coming this week on socials.

Side note: watching people “discover” San Francisco this weekend has been particularly entertaining. Coverage and tweets marveling that SF is “surprisingly not a hell-hole” and is, in fact, quite lovely, had me chuckling (+ rolling my eyes).

Yes folks, Silicon Valley is only the center of gravity for tech & innovation…home to world-class education & research facilities…full of jaw-dropping nature…perfect weather…not to mention powering an economy that subsidizes half the country.

But hey. Glad word’s getting out about this little town 😂 Anyways, </rant>. Let’s get you your Tech Tea.

NVIDIA has poured roughly $2B into CoreWeave — and the math ain’t math’ing.

Or maybe, it perfectly is. This week, I’m thinking about what I like to call the “Silicon Valley Circle of Life.”

NVIDIA backed Coreweave so that Coreweave can scale infrastructure… which would in turn require to buy more NVIDIA chips. Amazon is in talks to invest up to $50B in OpenAI, a deal widely expected to lean heavily on AWS compute and cloud credits. SpaceX is acquiring xAI, which previously acquired X (yes, I see the triple X alliteration and I reserve comment).

Silicon Valley has always been a dense web of technology, talent, capital, and dealmaking. AI is no different — the numbers are just much bigger now, and the economics start to blur at the edges of hype.

Tune in above for my Tea Take.

Beyond the Patriots vs Seahawks matchup, another showdown was playing out this Super Bowl weekend: Anthropic vs. OpenAI.

Anthropic spent the week trolling OpenAI over launching ads in ChatGPT, and it all culminated in a Super Bowl spot that IMO cut pretty deep.

Sam Altman fired back, calling the narrative “clearly dishonest,” and chose a different approach for OpenAI’s own ad: a vintage-tech-inspired spot focused on Codex and opportunity to build with AI.

Claude’s ad made me chuckle. OpenAI’s ad made me excited. It felt like an old-school Apple commercial from the ’90s TBH — optimistic, builder-first, awe-inspiring.

And here’s my Tea: despite the headlines and the drama, I don’t see this as an actual AI war. Instead, I see two different business models taking shape in real time — a B2B-first vision versus a consumer-scale one. Though the jabs are entertaining, I think the market is segmenting itself in real-time.

One final final sip. The OpenAI team spilled a little Tea to me last night. Their Super Bowl ad has an Easter Egg hidden in the code. It took me about 20 minutes to find. If you see it, let me know. I might spill ☕️.

Until next week,

Meghana