Techmeme
November 24, 2024, 7:15 PM

Top 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.
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
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 …
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.
Financial Times:
Similarweb: Bluesky app usage in the US and UK grew ~300% to 3.5M DAUs after Nov. 5; Threads now has 1.5x Bluesky's DAUs in the US, down from 5x before Nov. 5  —  Social media giant's Threads app makes changes as smaller competitor to X surges  —  Meta's Threads is losing ground …
Christine Lemmer-Webber / Dustycloud Brainstorms:
David Pan / Bloomberg:
A profile of Chris Maurice, the CEO of US stablecoin startup Yellow Card, which operates in 20 African countries and has traded $3B+ worth of crypto in 2024  —  Cryptocurrencies that track the dollar are becoming a popular workaround for companies stymied by currency shortages on the continent.
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.
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’.
Hugh Son / CNBC:
Users of banking startups like Yotta detail losing $7,000 to $200K+ in savings due to fintech middleman Synapse's collapse, after US regulators declined to act  —  For 15 years, former Texas schoolteacher Kayla Morris put every dollar she could save into a home for her growing family.

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Featured Podcasts

Decoder with Nilay Patel:
Why DOGE is killing the agency that keeps banks from ripping you off
A show from the Verge about big ideas - and other problems.
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Lenny's Podcast:
OpenAI's CPO on how AI changes must-have skills, moats, coding, startup playbooks, more | Kevin Weil (CPO at OpenAI, ex-Instagram, Twitter)
Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your own product.
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The Logan Bartlett Show:
Keith Rabois and Zach Weinberg Debate: Are Tariffs a Smart Economic Weapon?
A podcast hosted by Logan Bartlett, an investor at Redpoint Ventures, covering tech with industry insiders.
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Techmeme Ride Home:
Instagram iPad App But For REAL This Time?
The day's tech news, every day at 5pm ET. Fifteen minutes and you're up to date.
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The Social Radars:
Ron Conway, Founder, SV Angel (Part 3)
Come be a fly on the wall as Y Combinator's Jessica Livingston and Carolynn Levy talk to some of the most successful founders in Silicon Valley about how they did it.
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Channels with Peter Kafka:
NYT publisher AG Sulzberger on Trump, OpenAi and the economy
Media and tech aren't just intersecting - they're fully intertwined. To understand how those worlds work, Peter Kafka talks to industry leaders, upstarts and observers.
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Earlier Picks

Sam McKeith / Reuters:
Isabelle Bousquette / Wall Street Journal:
New York Times: