• 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

• Mike Isaac / New York Times: Meta says it is shifting some of its investment from metaverse toward AI glasses and wearables, and “we aren't planning any broader changes than that”

• Sponsor Post Google: Try Gemini 3 Pro   —  Google's newest and most intelligent AI model that helps you bring any idea to life

• Kif Leswing / CNBC: Apple says general counsel Kate Adams and policy chief Lisa Jackson will retire, and Jennifer Newstead, Meta's former chief legal officer, will replace Adams

• 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”

• Will Oremus / Washington Post: Two studies suggest AI chatbots can shift political views more effectively than TV campaign ads, especially by presenting many claims, regardless of accuracy

• Juby Babu / Reuters: HPE reports Q4 revenue up 14% YoY to $9.68B, vs. $9.94B est., Server revenue down 5% to $4.5B, and forecasts Q1 revenue below est.; HPE drops 8%+ after hours

• Reuters: Russia's Roskomnadzor says it has blocked FaceTime in Russia, claiming the service is being used to organize and “carry out terrorist attacks in the country”

• 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

• Boaz Sobrado / Forbes: A Polymarket trader netted $1M+ in 24 hours, mostly by placing suspiciously accurate bets on Google's 2025 Year in Search rankings   —  Boaz Sobrado is a fintech leader and entrepreneur.

• 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

• CNBC: Google Cloud partners with Replit to expand the use of Google's cloud offerings and AI models and to jointly support AI use cases for enterprise customers

• Sponsor Post Zoho: Contract Signed.  Project Ready.  Tasks Created.   —  Every project begins with a promise; a contract that outlines the deliverables, the timelines, and the terms.  But for most businesses, the journey from a signed contract to actual project execution …

• 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

• Chris Metinko / Axios: Lumia, which uses AI to analyze interactions between autonomous agents and humans, raised an $18M seed led by Team8   —  Lumia, which lets companies see AI usage …

• Sam Becker / Fast Company: TBPN signs a partnership with the NYSE, giving the video podcast the same on-floor access enjoyed by major financial networks such as CNBC

• 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

• 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

• 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

• 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

• Steve Hsu / @hsu_steve: Physicist Steve Hsu says he has published a peer-reviewed theoretical physics paper whose main idea came from GPT-5   —  I think I've published the first research article in theoretical physics in which the main idea came from an AI - GPT5 in this case. The physics research paper itself (on QFT and state-dependent quantum mechanics) has been published in Physics Letters B. I've written an [image]

• 11 minutes ago 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

• Bloomberg: Chinese AI chipmaker Moore Threads raised ~$1.13B in the year's second-largest onshore IPO, valuing it at ~$7.6B, with the retail portion oversubscribed 2,750x

• Sponsor Post IDrive: Protecting your Cloud Applications Data   —  Backing up Office 365, Google Workspace, Dropbox & Box data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.

• 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

• Christina Kyriasoglou / Bloomberg: Phia, founded by Bill Gates' daughter Phoebe to develop an AI search engine accessed via an extension for Chrome and Safari, raised $30M at a $180M valuation

• 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

• 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

• Arvelisse Bonilla Ramos / Bloomberg: Docusign reports Q3 revenue up 8% YoY to $818.4M, vs. $807.1M est., and forecasts Q4 revenue below estimates; DOCU drops 6%+ after hours

• 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

• Will Douglas Heaven / MIT Technology Review: OpenAI is testing training LLMs to produce “confessions”, or self-report how they carried out a task and own up to bad behavior, like appearing to lie or cheat

• 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

• 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

• 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

• 11 minutes ago 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

• 56 minutes ago Steve Hsu / @hsu_steve: Physicist Steve Hsu says he has published a peer-reviewed theoretical physics paper whose main idea came from GPT-5   —  I think I've published the first research article in theoretical physics in which the main idea came from an AI - GPT5 in this case. The physics research paper itself (on QFT and state-dependent quantum mechanics) has been published in Physics Letters B. I've written an [image]

• Sponsor Post Shopify: Transform ML Experimentation with Tangle   —  Save months of compute time with Tangle, built by Shopify.  Try this open-source platform to simplify ML workflows, ensure reproducibility, and seamlessly share with collaborators.

• 1½ hours ago Arvelisse Bonilla Ramos / Bloomberg: Docusign reports Q3 revenue up 8% YoY to $818.4M, vs. $807.1M est., and forecasts Q4 revenue below estimates; DOCU drops 6%+ after hours

• 2 hours ago Bloomberg: Chinese AI chipmaker Moore Threads raised ~$1.13B in the year's second-largest onshore IPO, valuing it at ~$7.6B, with the retail portion oversubscribed 2,750x

• 3 hours ago Boaz Sobrado / Forbes: A Polymarket trader netted $1M+ in 24 hours, mostly by placing suspiciously accurate bets on Google's 2025 Year in Search rankings   —  Boaz Sobrado is a fintech leader and entrepreneur.

• 3 hours ago 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

• 3 hours ago Will Oremus / Washington Post: Two studies suggest AI chatbots can shift political views more effectively than TV campaign ads, especially by presenting many claims, regardless of accuracy

• 4 hours ago Sam Becker / Fast Company: TBPN signs a partnership with the NYSE, giving the video podcast the same on-floor access enjoyed by major financial networks such as CNBC

• Sponsor Post Bitrix24: Bitrix24 powers the next generation of high-performing businesses   —  Chat, projects, CRM, and automation — all in one place.  Replace dozens of tools so your team moves faster, collaborates smarter, and grows effortlessly.

• 4½ hours ago CNBC: Google Cloud partners with Replit to expand the use of Google's cloud offerings and AI models and to jointly support AI use cases for enterprise customers

• 5 hours ago Kif Leswing / CNBC: Apple says general counsel Kate Adams and policy chief Lisa Jackson will retire, and Jennifer Newstead, Meta's former chief legal officer, will replace Adams

• 5½ hours ago Juby Babu / Reuters: HPE reports Q4 revenue up 14% YoY to $9.68B, vs. $9.94B est., Server revenue down 5% to $4.5B, and forecasts Q1 revenue below est.; HPE drops 8%+ after hours

• 6 hours ago Mike Isaac / New York Times: Meta says it is shifting some of its investment from metaverse toward AI glasses and wearables, and “we aren't planning any broader changes than that”

• 6 hours ago 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”

• 7 hours ago Chris Metinko / Axios: Lumia, which uses AI to analyze interactions between autonomous agents and humans, raised an $18M seed led by Team8   —  Lumia, which lets companies see AI usage …

• 8 hours ago 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

• 8 hours ago 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

• 9 hours ago Christina Kyriasoglou / Bloomberg: Phia, founded by Bill Gates' daughter Phoebe to develop an AI search engine accessed via an extension for Chrome and Safari, raised $30M at a $180M valuation

• 9 hours ago Reuters: Russia's Roskomnadzor says it has blocked FaceTime in Russia, claiming the service is being used to organize and “carry out terrorist attacks in the country”