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March 3, 2025, 7:30 PM
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memeorandum
WeSmirchTop News
| Shirin Ghaffary / Bloomberg: |
Anthropic raised a $3.5B Series E led by Lightspeed at a $61.5B valuation; source: its annual revenue run rate has grown by 30% in 2025, from ~$1B in late 2024 — The company is said to have increased its run-rate revenue by 30% so far this year. — OpenAI rival Anthropic has officially closed …
More: Anthropic, CNBC, TechCrunch, SiliconANGLE, Financial Times, PYMNTS.com, DatacenterDynamics, PitchBook, Inc, VentureBeat, New York Times, Yahoo Finance, Capital Brief, crypto.news, Analytics India Magazine, Seeking Alpha, Axios, Sherwood News, The Decoder, and Proactive
Bluesky: @mikefulk. X: @ravi_lsvp, @spdholakia, @shiringhaffary, @cisco_invests, @lightspeedvp, @bessemervp, @kimmonismus, @dogetoshi, @menloventures, @daveshapi, @natolambert, @zoomerfied, @deedydas, @anthropicai, and @chuckrobbins. Forums: r/ClaudeAI
| Axios: |
At a press conference with Trump, TSMC CEO CC Wei says the company plans to invest $100B+ in the US over four years, in addition to its current $65B investment — - It's also part of the bipartisan U.S. national security push to increase domestic chips production and accelerate the AI economy.
More: Reuters, Wall Street Journal, Taiwan Semiconductor …, 9to5Mac, Ars Technica, SiliconANGLE, TechCrunch, CBS News, Fierce Electronics, The Verge, PCMag, Tom's Hardware, Washington Times, The White House, The Information, Wall Street Pit, Yahoo Finance, Bloomberg, The Gateway Pundit, Washington Examiner, Associated Press, Al Jazeera, The Daily Wire, Fortune, Yahoo Finance, Telegraph, Politico, The Irish Times, The Post Millennial, Capital Brief, Nikkei Asia, Financial Times, Barron's Online, BusinessLIVE, Senator Mark Kelly, CNBC, Seeking Alpha, iClarified, The Hill, AppleInsider, New York Times, Washington Post, Proactive, NBC Bay Area, Patently Apple, The Guardian, CNN, Benzinga, Scripps News, and MacDailyNews
Bluesky: @joshsternberg.com. X: @nvidia, @rapidresponse47, @baldwin_daniel_, @presssec, @repelicrane, @repharshbarger, @whitehouse, @wenyee_lee, @repabehamadeh, @e_atpitt_, @margomartin47, @mike_pence, @rapidresponse47, @rwang07, @jjhunt10, @morningbrew, @margomartin47, @dougducey, @autismcapital, @senmarkkelly, @autismcapital, @rapidresponse47, @realalexjones, @margomartin47, @rapidresponse47, and @rapidresponse47
Forums: r/technology, r/news, r/intelstock, r/hardware, and r/apple
| Jordan Novet / CNBC: |
CoreWeave, which provides cloud-based GPUs, files for an IPO on the Nasdaq under the symbol CRWV, says it generated $1.9B in revenue in 2024, up 737% YoY — CoreWeave, a provider of cloud-based Nvidia processors to companies including Meta and Microsoft, is headed for the public market.
More: The Information, Wall Street Journal, Investor's Business Daily, CoinDesk, U.S. Securities and Exchange Commission, CoreWeave, Bloomberg, and Reuters
Bluesky: @edzitron.com. X: @everettrandle, @darinfeinstein, @julianklymochko, @chiraag_deora, @shaig, @josephjacks_, @byrnehobart, and @andrewbenson
| Kif Leswing / CNBC: |
Nvidia shares fell 8.69% amid fears about tariffs and increased scrutiny of GPU shipments that may be in violation of US export controls — Nvidia shares fell nearly 9% on Monday after President Donald Trump confirmed that tariffs from Canada and Mexico will go into effect on Tuesday.
More: The Information, Yahoo Finance, Commercial Observer, TipRanks Financial, The Motley Fool, and Barron's Online
X: @ns123abc, @unusual_whales, and @goth600
| Owen Walker / Financial Times: |
More: TechCrunch, Bloomberg, Quartz, FXStreet, Motley Fool, ZeroHedge News, Seeking Alpha, Yahoo Finance, Agence France-Presse, and Reuters
| Chance Miller / 9to5Mac: |
Tim Cook posts that “this week” there's “something in the AIR”, likely referring to an M4 MacBook Air launch; a new iPad Air is expected around this spring — In a new post on social media today, Tim Cook says Apple has a new product launch coming this week.
More: The Verge, 9to5Mac, Appleosophy, Press Start, VICE, Brian Tong on YouTube, Forbes, iThinkDifferent, T.H.E, Investopedia, TechPowerUp, Business Insider, Laptop Mag, PhoneArena, MobileSyrup, CNET, Tom's Guide, Redmond Pie, iPhone in Canada Blog, Engadget, Digital Trends, Trusted Reviews, Mashable, Macworld, ZDNET, BGR, Pocket-lint, PCMag, Stuff, Cult of Mac, TechRadar, SlashGear, eWeek, AppleInsider, The Shortcut, The Apple Post, Business Today, Thurrott, iDownloadBlog.com, KnowTechie, Yahoo Finance, MacRumors, Notebookcheck, and Wccftech
X: @tim_cook, @concept_central, and @markgurman
Forums: r/macbookair, r/apple, r/macbook, r/mac, and r/technology
| Sahil Patel / The Information: |
Sources: YouTube is preparing a Netflix-like redesign of its TV app, with paid content from other streamers like Max and Paramount+ on the homepage — It should have been easy. — YouTube in late 2022 began including in its app video-streaming services operated by other media companies …
More: Tubefilter, Android Authority, Android Headlines, Tom's Guide, Pocket-lint, and The Verge
| Reuters: |
Sources: Nvidia and Broadcom are running 18A manufacturing tests with Intel, and AMD is also evaluating whether Intel's 18A process is suitable for its needs — Chip designers Nvidia (NVDA.O) and Broadcom (AVGO.O) are running manufacturing tests with Intel (INTC.O), two sources familiar …
More: TheStreet, ZDNET, Investor's Business Daily, The Register, Yahoo Finance, Motley Fool, Investing.com, Benzinga, Proactive, TechPowerUp, Tom's Hardware, ZeroHedge News, Quartz, Patently Apple, The Decoder, PC Gamer, Wall Street Pit, CTech, Seeking Alpha, TipRanks Financial, Barron's Online, and Capital Brief
Forums: r/hardware, r/nvidia, r/intel, r/wallstreetbets, r/AMD_Stock, r/intelstock, and Slashdot
| Jay Peters / The Verge: |
Google updates Google Play on Android to highlight apps with widgets, adding a widget search filter, widget badges on app pages, and a curated editorial page — There will be a new search filter for widgets, widget gadgets on app detail pages, and a curated editorial page.| Ivan Mehta / TechCrunch: |
Google demos new Gemini features, such as video search and Screenshare, which lets users ask questions based on their phone's screen, coming later in March 2025 — Google is adding new features to its AI assistant, Gemini, that let users ask it questions using video and content on the screen in real time.| Ashley Capoot / CNBC: |
Microsoft unveils Dragon Copilot, a voice-activated AI assistant for doctors combining Dragon dictation tool Medical One and ambient listening tool DAX Copilot — Microsoft is giving its health-care artificial intelligence tools a makeover. — The company on Monday unveiled …
More: Microsoft, The Verge, eWeek, Microsoft Industry Blogs, CIO Dive, Neowin, Benzinga, Healthcare IT News, and Thurrott
Bluesky: @tomwarren.co.uk. Mastodon: @Jeremiah@alpaca.gold. X: @mustafasuleyman, @satyanadella, @minchoi, @msftnews, and @shawnjskim. Forums: Slashdot
| Ingrid Lunden / TechCrunch: |
Deutsche Telekom and Perplexity announce they are working on an “AI Phone” priced at under $1K, first aimed at the European market and slated to launch in 2026 — It was inevitable that this year at MWC in Barcelona, at least one carrier would announce a major effort at building a smartphone with a top AI company.
More: Deutsche Telekom, BGR, PhoneArena, How-To Geek, Digital Trends, Maginative, and The Verge
Bluesky: @timtrautmann.com and @radiobeartime.com
LinkedIn: John Sviokla and Krzysztof Rutczynski
| Reuters: |
The UK ICO says it is investigating how TikTok uses 13 to 17-year-olds' personal data for content suggestions, and how Reddit and Imgur verify child users' ages — The watchdog said it is probing how ByteDance's short-form video-sharing platform TikTok uses 13-17-year-olds' personal information to suggest content in their feed.
More: UK ICO, BBC, Engadget, BleepingComputer, Mashable, CMU, Malwarebytes, AzerNews, Associated Press, Android Headlines, iPhone in Canada Blog, Livemint, TechCrunch, UPI, The Hacker News, The Register, Mirror, LBC, PetaPixel, Infosecurity, Politico, Verdict, BusinessCloud, Silicon Republic, Proactive, Anadolu Ajansı …, Sky News, and TipRanks Financial
Forums: r/unitedkingdom and r/europe
| Mary Ann Azevedo / TechCrunch: |
Source: Ramp crossed $700M in annualized revenue in January 2025, up from $300M in August 2023; its CEO says it's not profitable by choice as it reinvests — Fintech startup Ramp has crossed $700 million in annualized revenue as of January of this year, according to a source familiar with the company's internal operations.
X: @eglyman
| George Hammond / Financial Times: |
More: The Information, Ramp, TechCrunch, Reuters, PitchBook, Axios, CNBC, FinTech Global, and FinSMEs
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