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February 25, 2025, 12:40 PM
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Top News

Reuters:
Sources: Tencent, Alibaba, ByteDance, and other Chinese companies are ramping up orders for Nvidia's H20 AI chip due to booming demand for DeepSeek's models  —  Chinese companies are ramping up orders for Nvidia's (NVDA.O) H20 artificial intelligence chip due to booming demand …
Financial Times:
Sources: Huawei has increased its AI chip yield to nearly 40%, up from 20% about a year ago, meaning its Ascend chips are now profitable for the first time  —  Chinese company improves ‘yield’ of latest semiconductor, despite US efforts to prevent manufacturing advances
Jess Weatherbed / The Verge:
Google releases its free Gemini Code Assist globally in public preview for solo developers, with 180K code completions per month; GitHub Copilot offers 2,000  —  And provides 90 times more monthly code completions than GitHub Copilot's free tier. … A free version of Gemini Code Assist …
Brad Norton / Dexerto:
Activision confirms on Call of Duty: Black Ops 6's Steam page that it “uses generative AI tools to help develop some in game assets”, after fan speculation  —  Activision has finally admitted to using AI-generated content in its games and Call of Duty players aren't the least bit surprised.
Jess Weatherbed / The Verge:
Adobe launches an updated Photoshop app for iOS, including many design, editing, and AI tools from the desktop app; an Android app is coming “later this year”  —  It's free and available on iOS first, with an Android version coming later this year.
Dan Milmo / The Guardian:
Kate Bush and 1,000+ other musicians “co-write” a “silent” album to protest the UK's proposal to let AI train on their copyrighted work if they don't opt out  —  Recordings of empty studios represent impact on musicians of UK's plans to let AI train on their work without permission
CNBC:
Chegg sues Google, saying AI Overviews hurt its traffic and revenue, as it mulls strategic options, including an acquisition; CHGG drops 30%+  —  Chegg on Monday filed suit in federal district court against Google, claiming that artificial intelligence summaries of search results have hurt …
Faris Mokhtar / Bloomberg:
Sources: Indonesia and Apple agree a deal to lift the iPhone 16 ban, with Apple set to invest $1B; a memorandum of agreement may be signed this week  —  - Tech giant has promised to invest $1 billion in Indonesia  — Deal would be win for Prabowo after series of policy setbacks
Carly Page / TechCrunch:
Employee screening company DISA confirms a data breach in February 2024, found in April 2024, affecting 3.3M+ people and including Social Security numbers  —  DISA Global Solutions, a U.S.-based provider of employee screening services, has said it suffered a data breach that affects more than 3.3 million people.
Suvashree Ghosh / Bloomberg:
Bitcoin falls below $90K, its lowest level since mid-November 2024, as the rally that followed Trump's election fades; ETH, XRP, SOL, and more also fell sharply  —  - Biggest token is now down almost 20% since Trump inauguration  — Macro factors and crypto blowups combine to erode confidence
Ethan Mollick / One Useful Thing:
Claude 3.7 and Grok-3 are the first “Gen3” models with big gains in handling complex tasks, using 10x more compute than GPT-4-class models, and better reasoning  —  Note: After publishing this piece, I was contacted by Anthropic who told me that Sonnet 3.7 would not be considered …
Berber Jin / Wall Street Journal:
Sources: Anthropic is finalizing a $3.5B funding round valuing it at $61.5B, up from an $18B valuation in 2024; its annualized revenue recently hit ~$1.2B
Maxwell Zeff / TechCrunch:
Anthropic releases Claude 3.7 Sonnet, a hybrid model that can produce fast responses or extended, step-by-step thinking, and Claude Code, an agentic coding tool
More: Ars Technica, Artificial Ignorance, BleepingComputer, Techreport, Anthropic, Shelly Palmer, VentureBeat, Tom's Guide, Ghacks, The Rundown AI, Analytics India Magazine, Digit, Verdict, Silicon Republic, Moneycontrol, Hindustan Times, en.ain.ua, Hürriyet Daily News, The Indian Express, Interconnects, and Simon Willison's Weblog
Threads: @mwi.invest.  X: @nikiparmar09, @alexalbert__, @skirano, @chrisgorgo, @deedydas, @erikschluntz, @doomslide, @nearcyan, @mattppal, @amasad, @anthropicai, @emollick, @deedydas, @aidan_mclau, @lexfridman, @ashtom, @anthropicai, @jachiam0, @emollick, @kimmonismus, @anthropicai, @cognition_labs, @sualehasif996, @cremieuxrecueil, @simonw, @amandaaskell, @rowancheung, @anthropicai, @thestalwart, @esyudkowsky, @emollick, @mikeyk, @nickadobos, @dwarkesh_sp, @emollick, @cursor_ai, @logangraham, @casper_hansen_, @natolambert, @mattshumer_, @menloventures, @poe_platform, @deedydas, @kimmonismus, @yamirghofran, @mikeyk, @danshipper, @mckaywrigley, @jlehman_, @deanwball, @sullyomarr, @minimaxir, @esyudkowsky, @peterwildeford, @adonis_singh, @dorialexander, @altryne, @nearcyan, @haileysch__, @altryne, @_aidan_clark_, @thomashochman, @altryne, @elder_plinius, @deedydas, @shakeelhashim, @anthropicai, @levie, @alexalbert__, @bindureddy, @altryne, @emollick, @simonw, @emollick, @emollick, @altryne, @sullyomarr, @joannastern, @inafried, and @anthropicai
LinkedIn: Vikash Kothari and Cal Rueb
Forums: Hacker News, r/mlscaling, r/cursor, r/ClaudeAI, r/LocalLLaMA, and r/singularity
Arjun Sha / Beebom:
Microsoft quietly launched free, ad-supported desktop versions of Word, Excel, and PowerPoint for Windows, with banner and video ads and limited functionality  —  In Short  — Microsoft has quietly introduced a free ad-supported Office that brings access to desktop Word, Excel, and PowerPoint without any subscription.
Bloomberg:
Sources: SpaceX seeks to deploy Starlink terminals for the FAA, raising questions about Elon Musk's conflicts of interest and Verizon's $2B FAA contract in 2023  —  Elon Musk's SpaceX is seeking to deploy Starlink satellite internet terminals to help accelerate an upgrade …
Sarah Perez / TechCrunch:
Epic v. Apple: Phil Schiller says he initially feared Apple's 27% App Store fee posed a compliance risk and could create “antagonistic” developer relations  —  Apple Fellow Phil Schiller, the executive in charge of leading the App Store, testified in court on Monday …
Paul Sawers / TechCrunch:
The UK CMA clears IBM's $6.4B acquisition of infrastructure software company HashiCorp, 10 months after IBM announced the deal, which needs US FTC approval  —  The U.K.'s antitrust authority has given the go-ahead to IBM's planned multibillion acquisition of infrastructure software company HashiCorp.
Bluesky: @quinnypig.com
Mark Gurman / Bloomberg:
Apple investors reject outside shareholder proposals asking the company to cease its DEI efforts and write a report assessing the risks of its work on AI  —  Apple Inc. investors rejected outside shareholder proposals that asked the iPhone maker to cease its diversity, equity and inclusion efforts …
Bloomberg:
Sources: Italy wants to replace STMicro CEO Jean-Marc Chéry for poor performance, as the Franco-Italian chipmaker struggles to navigate a slump in chip demand  —  Italy's government wants to replace Jean-Marc Chéry, the man at the helm of Franco-Italian chipmaking joint-venture STMicroelectronics NV, for poor performance.

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From Mediagazer

Harshita Mary Varghese / Reuters:
Warner Bros. Discovery says John Malone is not seeking re-election to the board of directors and will instead take on the role of chairman emeritus

Julian Clover / Broadband TV News:
A group of current and former BBC World Service journalists warn that cuts to the international service risk fracturing “the core identity of the World Service”

Elsa Keslassy / Variety:
Netflix files an appeal to France's Council of State over the windowing rules that force the streamer to wait 15 months to access newly released films

More News

Ingrid Lunden / TechCrunch:
Israeli startup Quantum Machines, which offers hardware tools to other quantum computing companies, raised a $170M Series C led by PSG Equity

Earlier Picks

Bloomberg:
Tesla starts rolling out a software update enabling driver-assistance features, similar to Full Self-Driving in the US, for Chinese customers who paid $8,800
Bloomberg:
Sources: Trump's team plans tougher US chip curbs and have met with Dutch and Japanese counterparts, urging them to tighten restrictions on China's chip sector
Brendan Pierson / Reuters:
DoorDash agrees to pay $16.75M to settle a lawsuit by NY's AG accusing it of pocketing customers' tips for delivery drivers between May 2017 and September 2019
NBC News:
Sources: the Elon Musk-directed OPM email asking federal staff about recent work requested no links or attachments as part of a plan to feed responses into AI
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