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March 20, 2025, 4:05 PM
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| Mark Gurman / Bloomberg: |
Sources: Vision Pro creator Mike Rockwell will take over Siri, which is being removed from AI head John Giannandrea; Rockwell will report to Craig Federighi — Apple Inc. is undergoing a rare shake-up of its executive ranks, aiming to get its artificial intelligence efforts back on track …
More: Daring Fireball, AppleInsider, MacRumors, Ars Technica, TechCrunch, The Information, 9to5Mac, PYMNTS.com, Parker Ortolani, Thurrott, Android Authority, Reuters, The Verge, PhoneArena, Trusted Reviews, iDownloadBlog.com, iClarified, Apple Must, Cult of Mac, The Decoder, BGR, TechRadar, Patently Apple, MacStories, MacDailyNews, and Sherwood News
Threads: @benedictevans and @parkerortolani
X: @markgurman, @mulligan, @rjonesy, @markgurman, @mgsiegler, @markgurman, @susanlitv, @rjonesy, @tomwarren, and @markgurman
Forums: r/apple, Slashdot, and MacRumors Forums
| Benedict Evans: |
Apple stumbling with Vision Pro and then falling flat on its face with AI suggests that it is slipping into a Vista-like drift of systemically poor execution — It matters that Apple's new Siri will be late, and it matters more that Apple didn't realise. Is it more than that?
More: MacRumors, Livemint, 9to5Mac, and Beyond Search
Bluesky: @rani and @johnspurlock.com. Mastodon: @carnage4life@mas.to. X: @benbajarin. Forums: MacRumors Forums
| Semafor: |
Sources: Microsoft chose not to exercise a ~$12B option to buy more data center capacity from CoreWeave; OpenAI snapped up the contract on March 10 — THE SCOOP — Microsoft chose not to exercise a nearly $12 billion option to buy more data-center capacity from CoreWeave … | Reuters: |
Filing: CoreWeave is aiming to raise up to $2.7B in its US IPO at a valuation between $27.4B and $32B, selling 49M shares for $47 to $55; Nvidia owns 5.96% — CoreWeave is targeting a valuation of up to $32 billion on a fully diluted basis in its U.S. initial public offering, as the Nvidia …
More: Ed Zitron's Where's Your Ed At, Sioux Falls, PYMNTS.com, TechCrunch, MarketWatch, CNBC, The Information, The Information, Capital Brief, Cautious Optimism, Bloomberg, Sioux Falls, Yahoo Finance, CoinDesk, Motley Fool, Financial Times, Livemint, Wall Street Pit, and Seeking Alpha
Bluesky: @edzitron.com, @edzitron.com, @edzitron.com, @edzitron.com, and @edzitron.com
| Wayne Ma / The Information: |
Sources: Apple TV+ is losing $1B+ annually even as its subscriptions grew to ~45M in 2024; source: Apple has spent $5B+ per year on content since its 2019 debut — Last year, Apple CEO Tim Cook had questions about several pricey movie deals executives of Apple TV+, the company's video-streaming service …
More: Variety, PYMNTS.com, MacRumors, The Wrap, Reuters, Thurrott, Quartz, MobileSyrup, TVNewsCheck, The Independent, SlashFilm, IndieWire, Deadline, iPhone in Canada Blog, Yahoo Finance, The Streamable, Consequence, Bloomberg, PhoneArena, AppleInsider, 9to5Mac, BGR, Cult of Mac, Cord Cutters News, Screen Rant, and MacDailyNews
Bluesky: @wolfsongz and @tylerh.social
X: @royprice, @waynema, @mazzeo, @tvgrimreaper, @joshuaogundu, @great_katzby, @alexweprin, @loudmouthjulia, @tvgrimreaper, and @tim_bays. Forums: MacRumors Forums
| Sue Marek / Ookla: |
Analysis: AT&T and Verizon Speedtest users saw higher median download speeds on the iPhone 16e and its C1 than the iPhone 16; T-Mobile users saw the opposite — The 16e is the first iPhone to feature the Apple-designed C1 modem. — Key Takeaways: — AT&T and Verizon Speedtest® …
More: 9to5Mac, Cult of Mac, SellCell.com Blog, Forbes, TechRadar, Business Today, Macworld, Android Headlines, O'Grady's PowerPage, Digital Trends, PhoneArena, Engadget, PCMag, iClarified, iPhone in Canada Blog, AppleInsider, MacRumors, and MacDailyNews
X: @suemarek, @trungtphan, and @jimmyjames_tech
Forums: r/cellmapper, r/apple, r/hardware, and r/iphone
| New York Times: |
A profile of longtime Elon Musk loyalist Steve Davis, who effectively runs DOGE after SpaceX, Boring Company, and X stints, based on interviews with 22 sources — Elon Musk declared last month that the federal government was engaged in “utterly insane” activity, claiming without evidence … | Emma Roth / The Verge: |
Meta plans to roll out Meta AI with text-only features in the EU this week on WhatsApp, Facebook, Instagram, and Messenger, after pausing its debut in June 2024 — A more limited version of Meta AI will head to WhatsApp, Facebook, Instagram, and Messenger this week.| Financial Times: |
Jensen Huang says Nvidia will spend “several hundred billion” on US-made chips and electronics over four years as it shifts supply chains amid US tariff threats — Jensen Huang's pledge follows onshoring plans by other tech companies as Trump trade policies ripple through industry
More: Tom's Hardware, Fox Business, Tech Monitor, PYMNTS.com, The Guardian, WinBuzzer, Axios, TipRanks Financial, Cryptopolitan, ZeroHedge News, Verdict, Yahoo Finance, Business Insider, Capital Brief, Reuters, and Sean Hannity
Forums: r/nvidia, r/scimmieinborsa, r/intelstock, r/Economics, and Beehaw
| Bloomberg: |
Huawei unveils the 6.3" Pura X, a flip foldable that opens from the side, not the top, and its first flagship with HarmonyOS 5, launching in China for ~$1,036 — The 6.3-inch Pura X folds in half to a square clamshell with a 3.5-inch display on the exterior and was introduced …
More: The Verge, Engadget, Android Authority, How-To Geek, Android Central, CNBC, Nikkei Asia, GSMArena.com, SamMobile, and Gizchina.com
| Kyle Wiggers / TechCrunch: |
Anthropic adds web search in preview for Claude 3.7 Sonnet, available now for paid US Claude users, with support for free users and more countries coming soon — Anthropic's AI-powered chatbot, Claude, can now search the web — a capability that had long eluded it.
More: Anthropic, Engadget, ZDNET, VentureBeat, The Verge, The Decoder, WinBuzzer, On my Om, Simon Willison's Weblog, Seeking Alpha, and WeRSM
Threads: @parkerortolani. X: @alexalbert__, @kamathematic, @anthropicai, @esindurmusnlp, @miles_brundage, @_catwu, and @om
Forums: Hacker News, r/singularity, and r/Anthropic
| Bloomberg: |
SoftBank acquires Ampere Computing for $6.5B in cash, with Oracle and Carlyle selling their stakes as part of the deal, which is expected to close in H2 2025 — SoftBank is buying Ampere in an all-cash transaction that values the Santa Clara, California-based firm at $6.5 billion, according to a statement reviewed by Bloomberg News.
More: Ampere, SoftBank Group Corp., SoftBank Group Corp., Fierce Electronics, Wall Street Journal, San Francisco Business Times, Crunchbase News, Tech Monitor, CNBC, Reuters, Proactive, Total Telecom, Engadget, Constellation Research, Agence France-Presse, Network World, Nikkei Asia, Tom's Hardware, Silicon Republic, TelecomTV, MarketWatch, Portland Business Journal, Verdict, eeNews Europe, ServeTheHome, The Register, The Information, Silicon Valley Business …, TechCrunch, Yahoo Finance, New York Times, Financial Times, Semafor, Oregonian, SiliconANGLE, Business Insider, Phoronix, DatacenterDynamics, and Portland startups …
Bluesky: @jamesaltonsanders.com. X: @iancutress, @jonmasters, @danielnewmanuv, @jaminball, @donal888, @iancutress, @dylanonchips, @benbajarin, and @amperecomputing. LinkedIn: Michael Clifton. Forums: r/hardware
| Connie Loizos / TechCrunch: |
Michael Seibel says he is leaving YC after 12+ years and moving to a “Partner Emeritus” role, after stepping back from his “leadership responsibilities” in 2024 — Michael Seibel announced late Wednesday on X that after more than 12 years at Y Combinator, he is transitioning to a “partner emeritus” role.| Lauren Thomas / Wall Street Journal: |
Crypto exchange Kraken acquires US retail futures trading platform NinjaTrader for $1.5B, pending “purchase price adjustments”; NinjaTrader has 1.8M+ customers — NinjaTrader, a futures trading platform, would expand Kraken's offerings — The cryptocurrency exchange Kraken agreed …
More: Kraken Blog, Business Wire, Reuters, Decrypt, The Information, Axios, The Block, Proactive, Pulse 2.0, Blockonomi, CryptoNinjas, Cryptopolitan, Watcher Guru, Crypto Briefing, Fortune, CryptoSlate, Yahoo Finance, Benzinga, Blockhead, CoinDesk, Bitcoin Insider, NFTgators, crypto.news, Coinpedia Fintech News, Cointelegraph, and CoinGape
| Gillian Tan / Bloomberg: |
Source: Insight Partners is set to reap ~$2.7B from the pending sale of Wiz to Alphabet, a 15.5x return on its invested capital, based on its ~8% stake in Wiz — The investment firm will reap about $2.7 billion from the deal, said the person, who asked not to be identified discussing private information.| Shirin Ghaffary / Bloomberg: |
Source: Perplexity has discussed raising as much as $500M to $1B in a new round that would double its valuation to $18B; its current ARR is nearly $100M — The company has discussed raising as much as $500 million to $1 billion in the round, according to the person, who asked not to be identified because the information isn't public.| Ben Thompson / Stratechery: |
Q&A with Sam Altman on the path to OpenAI, its origin story, building a consumer tech company, ads, competition, hallucinations, regulation, and the AI outlook — This Stratechery interview is technically another installment of the Stratechery Founder series; OpenAI is a startup …
More: Don't Worry About the Vase and Business Insider
X: @eric_seufert, @reidjjackson, @trengriffin, @martyswant, and @zephyr_z9
| Jess Weatherbed / The Verge: |
Discord plans to roll out third-party ads on its mobile apps, starting with a mobile pilot for Video Quests, video ads that let users earn rewards, in June 2025 — Video Quests will start rolling out to mobile users in June. … Discord is bringing third-party ads to its mobile platform.
More: Ars Technica, Discord, MobileSyrup, MakeUseOf, BGR, Music Ally, Dexerto, VentureBeat, Engadget, Pocket-lint, Adweek, and Digital Trends. Forums: r/technews
| Mary Ann Azevedo / TechCrunch: |
Germany's Munich Re agrees to acquire digital insurance company Next Insurance for $2.6B; Next Insurance has raised ~$1.2B from Capital G, Redpoint, and others — Germany's Munich Re has signed a definitive agreement to acquire digital insurance company Next Insurance for $2.6 billion, the firms announced on Thursday.
More: Next Insurance, Globes Online, and Reuters
| Tom Warren / The Verge: |
Threads rolls out new features: ability to set following feed or any custom feed as the default, limit post replies to followers, a better video player, more — Threads will also let you limit replies to just followers and add topics to your bio. … Meta is finally allowing Threads users …
More: Meta, Engadget, CNET, TechCrunch, Social Media Today, iPhone in Canada Blog, Droid Life, and BGR
Threads: @zuck, @mosseri, @zuck, and @tomwarrenuk
| Kyle Wiggers / TechCrunch: |
OpenAI adds gpt-4o-mini-tts, a text-to-speech model that it says delivers more nuanced and realistic-sounding speech, and two speech-to-text models to its API — OpenAI is bringing new transcription and voice-generating AI models to its API that the company claims improve upon its previous releases.
More: OpenAI, VentureBeat, Inc, WinBuzzer, and The Decoder
Bluesky: @implicator, @fry69.dev, and @implicator
| Fortune: |
Walrus Foundation, which is building an on-chain storage network, raised $140M from Standard Crypto, a16z, and others in a sale of its cryptocurrency, $WAL — Blockchain networks that host files aren't new. Filecoin, Arweave, and a handful of others promise a Google Cloud-like product …
More: Walrus, CoinDesk, The Block, NFTgators, and crypto.news
| Sarah Perez / TechCrunch: |
Newsletter service Ghost launches support for ActivityPub integration in beta for Ghost(Pro) subscribers, letting them share their posts across the fediverse — Newsletter platform Ghost, an open source competitor to Substack, is now connected to the fediverse, also known as the open social web.
More: Building ActivityPub, The Verge, The Fediverse Report, and Werd I/O
Bluesky: @laurenshof.online and @molly.wiki
| Financial Times: |
Sources detail how Jeff Bezos made peace with Donald Trump; many pointed to Amazon losing the $10B JEDI contract during Trump's first term as a watershed moment — In the past year, the Amazon founder has executed a sharp public reversal in his relationship with the president that has surprised even longtime associates
More: Ars Technica and MediaPost
| Mark Bergen / Bloomberg: |
How Nvidia, SK Hynix, TSMC, and ASML, with a combined $4T+ market cap, dominate the AI supply chain, with 80% to 100% market share in their respective fields — Since ChatGPT arrived, Nvidia and its key manufacturing partners have dominated the market for AI chips. Will it last?| Reuters: |
X sues Narendra Modi's government in New Delhi, saying its IT ministry has unlawfully expanded censorship powers to allow the easier removal of online content — India's IT ministry has unlawfully expanded censorship powers to allow the easier removal of online content and empowered … Sponsor Posts
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