| 10:30 PM • | Jyoti Mann / Business Insider: Leaked memos: Meta is delaying the release of its MR glasses codenamed “Phoenix” from H2 2026 to H1 2027 for “more breathing room to get the details right” |
| 9:20 PM • | OpenRouter: An analysis of 100T+ tokens from the past year shows reasoning models now represent over half of all usage, open-weight model use has grown steadily, and more |
| 7:25 PM • | Jagmeet Singh / TechCrunch: Seattle-based Yoodli, which sells AI-powered communication training software, raised a $40M Series B led by WestBridge Capital, valuing the startup at $300M+ |
| 6:30 PM • | Kirsten Korosec / TechCrunch: Waymo plans to issue a voluntary software recall over how its robotaxis operate around school buses following an NHTSA investigation opened in October |
| 5:55 PM • | Bloomberg: A US judge rules Google must renegotiate annually any contract that makes its search engine or AI app the default on smartphones and other devices |
| 4:15 PM • | Ted Johnson / Deadline: A look at the uphill battle to win regulatory approval for Netflix's acquisition of WBD, and the roles of the US DOJ, EU regulators, and state attorneys general |
| 3:20 PM • | Chris Kerr / Game Developer: WBD confirms that Warner Bros. Games will be acquired by Netflix along with its wider streaming and television business |
| 3:05 PM • | Echo Wang / Reuters: Meta acquires Limitless, which makes a pendant-style AI wearable that records and transcribes real-world conversations; Limitless has raised more than $33M |
| 2:45 PM • | Katie Roof / The Information: Sources: SpaceX has told investors and financial institution representatives that it is aiming for an IPO in the second half of 2026 |
| 2:35 PM • | Nicole Sperling / New York Times: Netflix's WBD bid marks a striking strategy shift for a company long known for pivots, especially after years of avoiding full commitment to theatrical releases |
| 2:00 PM • | Wall Street Journal: Sources: SpaceX is planning a secondary share sale that would value the company at $800B, surpassing OpenAI to make it the most valuable US private company |
| 1:00 PM • | Liv McMahon / BBC: Vice President JD Vance, US Secretary of State Marco Rubio, and FCC Chairman Brendan Carr denounce the EU's €120M X fine |
| 12:35 PM • | Rose Henderson / Bloomberg: Cloudflare says it has fixed an issue that caused a 25 minute outage on Friday, following a major, hours-long outage last month |
| 12:20 PM • | Ashley Stewart / Business Insider: Marc Benioff says it “would not shock” him if Salesforce changed its name to Agentforce; the company started using Agentforce for many of its offerings |
| 11:40 AM • | TrendForce: Sources: Dell alerts customers to 15% to 20% price hikes as soon as mid-December amid surging DRAM costs; Lenovo says current quotes will expire in January 2026 |
| 10:45 AM • | Bloomberg: Polish lawmakers fail to override the president's veto on a crypto assets regulation bill; Poland is the last EU country not to adopt EU's crypto regulation |
| 10:05 AM • | Hugging Face: Hugging Face details how it used its new tool, Skills, to fine tune an LLM using Claude, including for writing scripts, submitting jobs to cloud GPUs, and more |
| 9:30 AM • | Kyle Jahner / Bloomberg Law: The Ninth Circuit affirms a temporary order blocking OpenAI from using “io” as a trademark in some instances while an infringement lawsuit against it proceeds |
| 9:10 AM • | New York Times: The New York Times sues Perplexity, claiming the AI startup violated its copyrights and kept using its content despite repeated demands over the past 18 months |
| 9:05 AM • | Bloomberg: Netflix has lined up a $59B unsecured bridge loan from Wells Fargo, BNP Paribas, and HSBC to support its WBD deal, one of the largest ever loans of its kind |
| 8:55 AM • | Sara Fischer / Axios: Meta strikes commercial AI data deals with news publishers, including CNN, Fox News, and The Daily Caller, to provide real-time answers in its Meta AI chatbot |
| 8:50 AM • | Tony Maglio / The Hollywood Reporter: Netflix says it “expects to maintain Warner Bros.' theatrical releases for films” but “the windows will evolve to be much more consumer friendly” |
| 7:45 AM • | Reuters: Sources and docs: India is considering forcing phone makers to enable always-on satellite location tracking; Apple, Google, and Samsung have opposed the move |
| 7:25 AM • | Daniel Thomas / Financial Times: Netflix agrees to acquire WBD's studios and streaming business in an $82.7B cash-and-stock deal, including debt, to close after WBD splits in two in Q3 2026 |
| 6:45 AM • | Foo Yun Chee / Reuters: The EU fines X €120M for breaching online content rules, the first fine under the DSA, citing issues like its deceptive blue checkmarks, after a two-year probe |
| 6:20 AM • | Shashwat Chauhan / Reuters: The US CFTC announces that spot crypto asset contracts will begin trading for the first time on CFTC-registered futures exchanges |
| 6:05 AM • | About Amazon: AWS unveils its 192-core Graviton5 chip, with an up to 25% better compute performance than Graviton4, and says Graviton makes up 50%+ of AWS' new CPU capacity |
| 5:25 AM • | Tsubasa Suruga / Nikkei Asia: Japan faces data center bottlenecks due to labor shortages, rising costs, and outdated building processes; DC Byte: Japan's capacity has tripled over five years |
| 3:50 AM • | Bloomberg: Sources: WBD begins exclusive talks with Netflix to sell its film and TV studios and HBO Max; Netflix is offering a $5B breakup fee if the deal isn't approved |
| 2:35 AM • | Bloomberg: A look at Microsoft Excel's evolution, as it remains the most widely used spreadsheet software with 500M paying users despite competition from Google and others |
| 2:20 AM • | Marcus Schuler / Implicator.ai: A profile of Amazon CTO Werner Vogels, who said his 2025 re:Invent keynote was his last to make room for other voices and warned devs about “verification debt” |
| 2:05 AM • | Casey Newton / Platformer: An overview of the five years of Meta's Oversight Board, whose rulings on the relatively small number of cases that it hears have generally had limited impact |
| 1:45 AM • | Robert Hart / The Verge: Researchers claim that prompts framed as riddle-like poems could skirt AI chatbots' safety features designed to block production of explicit or harmful content |
| 1:25 AM • | Matthias Bastian / The Decoder: Similarweb: generative AI platforms received an average of ~7B monthly web visits in September 2025, up 76% YoY, rivaling the traffic of major social networks |
| 1:05 AM • | Lily Hay Newman / Wired: CEO Matthew Prince says Cloudflare has blocked 416B AI bot requests for its customers since July 1, and that Google can see 3.2x more internet pages than OpenAI |
| 12:55 AM • | Rolfe Winkler / Wall Street Journal: A review of LinkedIn profiles shows dozens of Apple employees with expertise in audio, watch design, robotics, and more left to join OpenAI in recent months |
| 11:45 PM • | Google Research: Google unveils Titans, an architecture combining RNN speed with transformer accuracy for real-time learning, which can scale to context windows of 2M+ tokens |
| 11:25 PM • | David Shepardson / Reuters: The US NHTSA asks Waymo about its self-driving cars illegally passing school buses, including 19 times in Texas in 2025, as part of a probe opened in October |
| 11:15 PM • | Wall Street Journal: Sources: Masayoshi Son and the White House plan to build “Trump Industrial Parks” in the US to produce AI infrastructure parts, funded by the Japan trade deal |
| 10:40 PM • | A.J. Vicens / Reuters: US and Canadian agencies warn that Chinese hackers are using Brickstorm malware to penetrate and maintain backdoor access to unnamed government and IT entities |
| 9:50 PM • | FinSMEs: Pine, which offers an AI agent to automate digital chores, like making calls, handling emails, and operating software to complete tasks, raised a $25M Series A |
| 9:05 PM • | Steve Hsu / @hsu_steve: Physicist Steve Hsu says he published a peer-reviewed theoretical physics paper, on QFT and state-dependent quantum mechanics, whose main idea came from GPT-5 |
| 8:25 PM • | Arvelisse Bonilla Ramos / Bloomberg: Docusign reports Q3 revenue up 8% YoY to $818.4M, vs. $807.1M est., surpasses 25K IAM platform customers, and forecasts Q4 revenue below est.; DOCU drops 6%+ |
| 8:00 PM • | Bloomberg: AI chipmaker Moore Threads jumped 425% in its Shanghai debut after raising ~$1.13B, marking the biggest first-day pop for a major Chinese IPO since 2019 reforms |
| 7:15 PM • | Boaz Sobrado / Forbes: A Polymarket trader allegedly netted $1M+ in 24 hours with large positions on 22 correct predictions out of 23 attempts on Google's 2025 Year in Search rankings |
| 7:00 PM • | Anna Tong / Forbes: Micro1, which helps AI labs find experts for data annotation, says it has crossed $100M in annualized revenue and fielded investment offers at a $2.5B valuation |
| 6:55 PM • | Will Oremus / Washington Post: Two studies suggest that AI chatbots can shift political views more effectively than TV campaign ads, by presenting many claims, regardless of their accuracy |
| 5:55 PM • | Sam Becker / Fast Company: TBPN signs a partnership with the NYSE, giving the live video podcast the same exchange floor access to other financial networks, such as CNBC and FintechTV |
| 5:35 PM • | CNBC: Google Cloud partners with Replit to expand the use of Google's cloud services and AI models and to jointly support AI coding use cases for enterprise customers |
| 5:00 PM • | Kif Leswing / CNBC: Apple says general counsel Kate Adams and policy chief Lisa Jackson are retiring, and Jennifer Newstead, Meta's chief legal officer, will replace Adams in March |
| 4:30 PM • | Juby Babu / Reuters: HPE reports Q4 revenue up 14% YoY to $9.68B, vs. $9.94B est., Server revenue down 5% YoY to $4.5B, and forecasts Q1 revenue below est. |
| 3:55 PM • | Mike Isaac / New York Times: Meta says it's shifting some of its metaverse investment to AI glasses and wearables “given the momentum” and “we aren't planning any broader changes than that” |
| 3:35 PM • | Abner Li / 9to5Google: Google rolls out Gemini 3 Deep Think to Google AI Ultra subscribers in the Gemini app, after saying in November it needed “extra time for safety evaluations” |
| 3:00 PM • | Chris Metinko / Axios: Lumia, which analyzes interactions between autonomous agents and humans using AI tools to evaluate risks or enforce policies, raised an $18M seed led by Team8 |
| 2:10 PM • | The Information: Sources: Fluidstack, an AI cloud provider that is aiding Google's effort to expand access to its TPUs, is in talks to raise $700M+ led by Situational Awareness |
| 1:50 PM • | Jordan Novet / CNBC: Microsoft will increase prices for commercial Office subscriptions on July 1, 2026, including a 33% jump for front-line worker plans like Microsoft 365 F1 |
| 1:15 PM • | Christina Kyriasoglou / Bloomberg: NYC-based Phia, founded by Bill Gates' daughter Phoebe to develop an AI search engine app and Chrome and Safari extension, raised $30M at a $180M valuation |
| 12:45 PM • | Reuters: Russia's Roskomnadzor says it has blocked FaceTime in Russia, saying Apple's service “is being used to organize and carry out terrorist attacks in the country” |
| 12:35 PM • | Bloomberg: Sources: Polymarket has recruited staff for a market making team that could face off against its customers; Kalshi's similar unit exposed Kalshi to criticism |
| 12:15 PM • | Jay Peters / The Verge: Amazon plans to release its $630 Kindle Scribe Colorsoft and $500 Kindle Scribe on December 10, after announcing them in September, but won't offer preorders |
| 12:10 PM • | Sarah Perez / TechCrunch: Meta launches a centralized support hub for Facebook and Instagram, with AI-powered search and an AI assistant to answer queries, in its iOS and Android apps |
| 11:50 AM • | Sarah Perez / TechCrunch: Apple announces its 2025 App Store Award winners and names visual planner Tiimo as the iPhone App of the Year; many of the winning apps have AI integrations |
| 11:20 AM • | Dominic Preston / The Verge: OnePlus launches US preorders for its $900+ OnePlus 15 a month late, after receiving FCC clearance, which had been delayed due to the US government shutdown |
| 10:45 AM • | Blake Brittain / Reuters: A US federal judge rules that OpenAI must produce 20M anonymized ChatGPT chat logs in the copyright lawsuit brought by The New York Times and other news outlets |
| 10:25 AM • | James Rundle / Wall Street Journal: 7AI, which makes agents that analyze and triage info like cybersecurity alerts, raised a $130M Series A at a ~$700M valuation, taking its total funding to $166M |
| 9:55 AM • | Steven Levy / Wired: A profile of AI hearing aid startup Fortell, which has raised $150M so far and is targeting affluent clients in NYC with a $6,800 device that uses a custom chip |
| 9:25 AM • | Aditya Soni / Reuters: Flex, which offers AI-based payment tools, credit, and more to mid-sized companies, raised a $60M Series B led by Portage, a source says at a ~$500M valuation |
| 9:08 AM • | Kurt Wagner / Bloomberg: Sources: Meta is considering deep budget cuts to its metaverse efforts in 2026, potentially as high as 30% and most likely including layoffs as early as January |
| 8:55 AM • | Ben Blanchard / Reuters: Taiwan's interior ministry announces a one-year ban on access to Chinese social media app Xiaohongshu, aka RedNote, citing 1,700+ fraud cases since 2024 |
| 8:40 AM • | Mauro Orru / Wall Street Journal: The EU expects to launch a formal bidding process for its AI gigafactories in early 2026 and close it in summer 2026, as the bloc seeks to catch up with the US |
| 8:25 AM • | Michael J. de la Merced / New York Times: AI legal software startup Harvey raised $160M led by a16z at an $8B valuation, up from $3B after raising $300M in February, taking its funding in 2025 to $760M |
| 8:15 AM • | Benoit Berthelot / Bloomberg: Yann LeCun says Meta will not back his unnamed AI startup, which will focus on advanced machine intelligence and world models, and hints it will be Paris-based |
| 8:05 AM • | Bloomberg: The EU says it is gathering more info and feedback from ~200 stakeholders on Google's offer to fix alleged antitrust violations linked to its ad tech business |
| 7:50 AM • | Ben Cohen / Wall Street Journal: University of Virginia professor Ken Ono, one of the world's most prominent mathematicians, joins AI startup Axiom Math, which is building an “AI mathematician” |
| 7:35 AM • | Jacob Bogage / Washington Post: Sources: Amazon, the USPS' top customer, providing $6B+ in 2025 revenue, is considering ending its deal at the end of 2026 and expanding its US delivery network |
| 7:20 AM • | Peter S. Goodman / New York Times: A look at “TSMC Village” in North Phoenix, as TSMC brings skilled workers from Taiwan who struggle with adapting to a sprawling suburbia and summer temperatures |
| 7:01 AM • | Bloomberg: Malaysian authorities are using drones, power sensors, and tips to hunt Bitcoin miners for power theft, which cost a state energy company ~$1.1B over five years |
| 6:50 AM • | Peter S. Goodman / New York Times: Chip giants' efforts to turn Phoenix into a US hub may hinge on training local workers; an estimated 115K+ local chip jobs are set to be created over four years |
| 6:40 AM • | Reuters: Docs: Foxconn's subsidiaries and China's Luxshare plan expansions in Vietnam to boost gaming device production, reinforcing Vietnam's gaming supply chain role |
| 6:30 AM • | Peter S. Goodman / New York Times: How TSMC, Intel, and Amkor are transforming Phoenix into a US chip hub, investing tens of billions and illustrating the difficulties of large-scale US projects |
| 6:15 AM • | Ece Yildirim / Gizmodo: DealBook Summit: Palantir CEO Alex Karp says “the more constitutional you want to make” the US' Caribbean boat strikes “the more you're going to need” Palantir |
| 5:55 AM • | Reuters: Jimmy Wales says Wikimedia is working with Big Tech on AI deals similar to Google's and reader donations are “not to subsidize OpenAI costing us a ton of money” |
| 5:40 AM • | Daniel Thomas / Financial Times: Ofcom fines AVS Group, which runs 18 adult sites, £1M+ under the OSA, the largest penalty so far, and threatens action against a “major social media company” |
| 5:00 AM • | Yuan Gao / Bloomberg: Sources: Beijing-based Cambricon plans to more than triple its AI chip production to 500K units in 2026, including 300K of its advanced Siyuan 590 and 690 chips |
| 4:45 AM • | AI Alignment Forum: Google DeepMind's mechanistic interpretability team details why it shifted from fully reverse-engineering neural nets to a focus on “pragmatic interpretability” |
| 4:20 AM • | CoinDesk: BNP Paribas says it is joining nine other European banks, including ING, UniCredit, and CaixaBank, to develop a euro-pegged stablecoin via joint venture Qivalis |
| 4:05 AM • | Bloomberg: Sources: SoftBank agrees to sell a large portion of its stake in InMobi back to the Indian mobile ad company for ~$250M, reducing its holding from 30%+ to <10% |
| 3:55 AM • | Maggie Astor / New York Times: Some people are feeding years of medical records into chatbots like ChatGPT, despite privacy risks and receiving generalized or inaccurate diagnoses in response |
| 2:35 AM • | Dwarkesh Patel / Dwarkesh Podcast: Thoughts on AI progress and why AI labs' actions hint at a worldview in which AI models will continue to fare poorly at generalization and on-the-job learning |
| 2:05 AM • | Shirin Ghaffary / Bloomberg: DealBook Summit: Dario Amodei suggests some AI companies are taking on too much risk by “YOLO-ing” and committing to spend hundreds of billions on data centers |
| 1:40 AM • | Dylan Butts / CNBC: Horizon Quantum, which aims to list on the Nasdaq via a SPAC in Q1 2026, claims it is the first startup to deploy a commercial quantum computer in Singapore |
| 1:05 AM • | John Gruber / Daring Fireball: Apple replacing Alan Dye with Stephen Lemay may revive the Jobs-era “design is how it works” ethos in Apple's UI design that faded due to Jony Ive elevating Dye |
| 12:30 AM • | Anna Heim / TechCrunch: Paris-based CRM unicorn Brevo, formerly known as Sendinblue, raised €500M, says it surpassed €200M in ARR in 2025 ahead of time, and now has 600K+ customers |
| 12:20 AM • | Barbara Moens / Financial Times: The European Commission opens an antitrust investigation into Meta over its new policy on AI providers' access to WhatsApp; the probe won't fall under the DMA |
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