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November 25, 2024, 2:10 AM
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Mediagazer
memeorandum
WeSmirchTop News
| Mark Gurman / Bloomberg: |
Thoughts on Apple TV's history and future; sources: Apple postponed a larger-than-usual number of iOS 19 features to spring 2026, when iOS 19.4 is set to debut — Apple doesn't need its own TV set. But it should make a low-cost TV streaming stick to bring its content, apps and smart home features to more households.
More: 9to5Mac, MacRumors, PhoneArena, TechCrunch, Digital Trends, MacRumors, Supercharged, How-To Geek, Patently Apple, AppleInsider, Philip Elmer‑DeWitt, 9to5Mac, and MacRumors
Threads: @markgurman, @richardlawler, @film_girl, @anildash, @markgurman, and @markgurman
Mastodon: @lapcatsoftware@mastodon … and @lapcatsoftware@mastodon …
X: @markgurman, @markgurman, @scobleizer, @markgurman, @stevesi, @theapplehub, @stevesi, @vadimyuryev, and @munster_gene
Forums: r/apple and MacRumors Forums
| Wall Street Journal: |
Sources: in the past year, Cantor Fitzgerald agreed to invest as much as $600M in Tether for about a 5% stake; Cantor holds most of Tether's $134B in assets — Before becoming Trump's commerce secretary pick, Lutnick deepened Cantor's ties with a stablecoin firm under investigation
More: Coinpedia Fintech News, The Information, Cryptopolitan, Cryptonews, crypto.news, Yahoo Finance, Crypto Briefing, and Cointelegraph
X: @silvermanjacob, @ccatalini, @ccatalini, @waynevaughan, @ryanrodenbaugh, @ccatalini, and @ccatalini. LinkedIn: Ben Foldy
| Bloomberg: |
Sources: Cantor Fitzgerald plans a $2B+ program to lend USD to clients who put up BTC as collateral and is talking with Tether about supporting the program — - Lutnick set to be next commerce secretary under Trump — Howard Lutnick is moving to strengthen his alliance with one of the most important …
More: Decrypt, Reuters, CryptoSlate, DL News, CryptoGlobe, and Coinpedia Fintech News
| Robert Triggs / Android Authority: |
A look at the shortcomings of Google's Tensor SoC for Pixel devices, with four generations failing to impress in key performance and power efficiency metrics — Would future Pixels be better of returning to Snapdragon? — • — Thanks to an unprecedented leak from Google's gchips division … | Washington Post: |
Sources: Marc Andreessen, Travis Kalanick, and others are involved in Department of Government Efficiency; Andreessen is acting as a networker for recruitment — The Tesla executive and the former presidential candidate are meeting with staff and interviewing experts as they plan for massive federal cuts.| New York Times: |
Sources: Intel, the biggest recipient of money under the CHIPS Act, will see its funding drop to less than $8B from the $8.5B that was announced earlier in 2024 — The Biden administration is reducing its award to the pioneering chip maker to less than $8 billion, from $8.5 billion.
More: Oregonian, Reuters, and The Straits Times
| Brendan Greeley / Financial Times: |
A bitcoin strategic reserve is a resilience strategy for the “hodlers”, not the US state, as a bet on bitcoin is bullish on permanent institutional collapse — It is a resilience strategy for the ‘hodlers’, not the US state — In July, Cynthia Lummis, a US senator from Wyoming …
More: Bitcoin Insider, crypto.news, Cryptopolitan, and The Hill
Bluesky: @netmojo.ca. X: @gilduran76. Forums: r/economy, r/TrueReddit, r/politics, and r/Foodforthought
| Aya Wagatsuma / Bloomberg: |
Shares of Japan's Fujikura, which specializes in fiber optic cables for data centers, are up 400%+ in 2024 due to the AI boom, leading the Nikkei 225 index — - Fujikura has benefited from surging demand for data centers — The global boom in AI has turned an obscure 139-year-old Japanese company into a stock-market star.| Asa Fitch / Wall Street Journal: |
A look at the rise of super clusters that use ~100K of Nvidia's GPUs for training giant AI models and the new engineering challenges arising from such clusters — Musk's xAI and Meta are among firms building clusters of advanced chips — Tech titans have a new way to measure who is winning …
More: Forbes, Wall Street Pit, and Yahoo Finance
| Reporters Without Borders: |
Investigation: how hack-for-hire Appin tried silencing 15+ outlets since 2022 over articles, newsletters, and podcasts covering Appin's “ethical hacking” — Whether based in the US, Switzerland, France or India, any media outlet investigating the “ethical hacking” of Appin … | Steven Overly / Politico: |
Q&A with US Commerce Secretary Gina Raimondo on what happens to the $50B CHIPS program under the Trump administration, the future of AI safety, China, and more — With a massive legacy program hanging in the balance, the Commerce secretary wants to get billions in microchip money out the door in the next two months.
X: @jmart, @senatorhagerty, @benjaminhaddad, and @pstasiatech
| Benedict Evans: |
An overview of macro tech trends for 2025, focusing on generative AI, LLMs, scaling challenges with training ever bigger AI models, the capex surge, and more — Presentations Every year, I produce a big presentation exploring macro and strategic trends in the tech industry. For 2025, ‘AI eats the world’.
Threads: @carnage4life, @carnage4life, @carnage4life, @benedictevans, @bogmoroz, and @petemarcus
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Earlier Picks
| Hugh Son / CNBC: |
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Threads: @theryanford, @casey.langwith, and @tomgara
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X: @unacceptableone, @aprilmac, @real_gadfly, @captainsmash, @mikeinohio, @davidb75478, @chuckbell, @hugh_son, and @amir. LinkedIn: Hugh Son
| Financial Times: |
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