Techmeme
March 30, 2025, 5:35 AM
 

March 30, 2025

4:05 AM  •
Manish Singh / India Dispatch:  Bernstein: AI could erode India's $350B services export sector as AI replaces entry-level engineers at “higher precision and speed” at a fraction of the cost
2:01 AM  •
Bloomberg:  How Klarna's Walmart deal ahead of its IPO put long-simmering tensions between Klarna CEO Sebastian Siemiatkowski and Affirm CEO Max Levchin on public display
1:55 AM  •
Alex Riehl / BetaKit:  Waterloo, Ontario-based logistics software company Descartes Systems Group acquires 3Gtms, an Ohio-based transportation software vendor, for $115M in cash
1:50 AM  •
Emma Beavins / Fierce Healthcare:  NYC-based Navina, which has developed an AI copilot for clinicians, raised a $55M Series C led by Goldman Sachs Alternatives, taking its total funding to $100M
1:35 AM  •
Ryan Gould / Bloomberg:  PE firm Clearlake agrees to acquire and take private Dun & Bradstreet, one of Wall Street's oldest data and analytics providers, for $7.7B including debt
1:20 AM  •
Financial Times:  Marketing executives say big brands are allocating small amounts of their ad budget to X, seeking to avoid being perceived as boycotting Elon Musk's platform
12:50 AM  •
Mary Ann Azevedo / TechCrunch:  Prolific fintech VC and QED Investors co-founder Frank Rotman says he will become partner emeritus by the end of 2025 and focus on launching his own startups
12:35 AM  •
Wency Chen / South China Morning Post:  Chinese chip equipment manufacturer SiCarrier debuted ~30 “domestically controllable” products at the Semicon China show, as China pushes for chip self-reliance
12:20 AM  •
PYMNTS.com:  Fleetio, which develops vehicle fleet management software, raised a $450M+ Series D and acquired Auto Integrate in a deal valuing the combined entity at $1.5B+
12:10 AM  •
Bloomberg:  Berlin-based Amboss, which makes study guide apps for medical students and online databases for clinicians, raised €240M, sources say at an €800M+ valuation

March 29, 2025

10:10 PM  •
Steven Sinofsky / Hardcore Software:  A look at the new, open-source Model Context Protocol for connecting LLMs to data sources and why its success depends on overcoming middleware challenges
8:10 PM  •
Taylor Telford / Washington Post:  How AI tools are causing problems and sowing distrust in both job hunting and hiring; a Polish cybersecurity startup says it almost hired a deepfake candidate
6:10 PM  •
Richard Rubin / Wall Street Journal:  Uber and DoorDash are pressing GOP lawmakers to include independent contractors who drive rideshare vehicles and deliver food in Trump's no-tax-on-tips proposal
4:10 PM  •
Christopher Mims / Wall Street Journal:  A look at drone delivery startup Zipline, which has raised $500M+, made 1.4M+ deliveries in seven countries, and delivers packages for Walmart in two US cities
2:50 PM  •
Robert Burnson / Bloomberg:  Kalshi sues Nevada's gaming regulators to keep offering event contracts to bet on sports and politics, citing federal regulation by the US CFTC
1:40 PM  •
Jake Kanter / Deadline:  A look at AI-generated fake movie trailers on YouTube; WBD, Paramount, and Sony have earned ad revenue from some videos instead of defending their copyright
12:35 PM  •
Hamish McKenzie / @hamishmckenzie:  Hamish McKenzie says Substack is partnering with FIRE to support “writers residing lawfully” in the US targeted by the government for their writing
11:50 AM  •
Keach Hagey / Wall Street Journal:  A book excerpt details how the OpenAI board ousted Sam Altman with help from Mira Murati, who provided examples of his alleged lies and other toxic behavior
11:00 AM  •
Arfa Javaid / Financial Express:  Replit CEO Amjad Masad says learning to code is a waste of time, citing Dario Amodei's prediction that AI may generate essentially all code by next year
9:55 AM  •
Nikkei Asia:  Sources: TSMC, Intel, and other chipmakers have slowed their expansions in Japan and Malaysia due to lackluster demand for older chips and tariff uncertainties
8:50 AM  •
New York Times:  US tech companies are racing to establish more and bigger offshore campuses in India, fully staffed with highly skilled professionals in cities like Bengaluru
5:45 AM  •
Alex Kantrowitz / Big Technology:  World History Encyclopedia, the second most visited history site, says its traffic fell 25% in Nov. 2024 after AI search tools began presenting its information
2:40 AM  •
Bain:  India's e-commerce market grew 10%-12% YoY to ~$60B in GMV in 2024, versus historical rates of over 20%, with 270M+ people shopping online, second only to China
2:30 AM  •
Ashwin Manikandan / Reuters:  Bain and Flipkart report: quick commerce made up over two-thirds of India's e-grocery orders in 2024, with GMV rising nearly five times to $6B-$7B from 2022
1:50 AM  •
Catherine McGrath / Fortune:  NYC-based Rain, which issues credit cards that let customers settle payments in stablecoins, raised $24.5M led by Norwest, taking its total funding to $30.5M
12:40 AM  •
Dan Primack / Axios:  Brooklyn-based Underdog, a fantasy sports and sports betting app, raised $70M in a first Series C tranche at a $1.23B valuation from Spark Capital
12:25 AM  •
Debarghya Sil / Inc42 Media:  Gensol's troubles cast doubt on the future of Indian EV ride-hailing firm BluSmart, founded by Gensol's promoters; BluSmart has raised $180M in debt and equity

March 28, 2025

11:55 PM  •
Steven Church / Bloomberg:  FTX tells a US bankruptcy judge it will make the first payment to its main creditors on May 30 using the $11.4B cash hoard it has collected since shutting down
10:10 PM  •
Patience Haggin / Wall Street Journal:  Adalytics: DoubleVerify, IAS, and Human Security, paid by advertisers to detect bots, regularly miss such traffic; DoubleVerify missed 21% of bot visits
9:15 PM  •
Zac Bowden / Windows Central:  In the latest Windows 11 preview build, Microsoft removed the “bypassnro” command, which let users skip signing into a Microsoft Account when installing Windows
9:01 PM  •
Jonathan Stempel / Reuters:  A US judge rejects Musk's bid to dismiss a lawsuit claiming he defrauded ex-Twitter shareholders by delaying the disclosure of his initial Twitter investment
8:25 PM  •
Bloomberg:  Source: the new combined entity housing xAI and X is called XAI Holdings and is valued at more than $100B but less than $113B, since X already owned part of xAI
7:40 PM  •
Arsheeya Bajwa / Reuters:  Filing: Intel says three board members will not stand for reelection at its 2025 annual meeting, shrinking the size of the board to 11 members
7:20 PM  •
Bloomberg:  Source: hackers broke into Oracle's Cerner servers sometime after January 22 and stole patient data to extort US medical providers; the FBI is investigating
6:50 PM  •
Reuters:  Sources: Blackstone is evaluating a small minority investment in TikTok's US operations, joining the front-running bid by ByteDance's non-Chinese shareholders
6:00 PM  •
CNBC:  Elon Musk says xAI acquired X in an all-stock deal valuing xAI at $80B and X at $33B; xAI was reportedly in talks to raise funds in February at a $75B valuation
5:25 PM  •
Elon Musk / @elonmusk:  @xAI has acquired @X in an all-stock transaction.  The combination values xAI at $80 billion and X at $33 billion ($45B less $12B debt).  Since its founding two years ago, xAI has rapidly become one of the leading AI labs in the world, building models and data centers at unprecedented speed and scale... xAI and X's futures are intertwined.  Today, we officially take the step to combine the data, models, compute, distribution and talent.
5:15 PM  •
Ben Bergman / Business Insider:  Sources: ScaleAI is seeking a valuation as high as $25B in a potential tender offer; it was last valued at $13.8B in a $1B Series F round led by Accel in 2024
5:10 PM  •
Wall Street Journal:  Sources: OpenAI is finalizing a $40B round led by SoftBank, receiving $10B initially and another $30B by 2025's end if it restructures into a for-profit company
4:25 PM  •
Carmen Reinicke / Bloomberg:  Reddit shares are down 50% from a February high, after its Q4 earnings report showed its traffic took a hit from a change in Google's search algorithm
3:50 PM  •
Ashlee Vance / Core Memory:  Former Twitch CEO Emmett Shear, who was OpenAI's interim CEO in 2023 when Sam Altman was fired, launches Softmax, a startup focused on AI alignment
3:45 PM  •
Luisa Beltran / Fortune:  A jury finds Frank founder Charlie Javice guilty of defrauding JPMorgan Chase by falsifying Frank user numbers; the charges carry a maximum sentence of 30 years
3:05 PM  •
CNBC:  Trump pardons BitMEX founders Arthur Hayes, Benjamin Delo, and Samuel Reed, who previously pled guilty to federal criminal charges related to money laundering
2:40 PM  •
Jonathan Stempel / Reuters:  Google will pay $100M in cash to settle a 2011 lawsuit accusing the company of charging for clicks on ads outside the geographic areas the advertisers targeted
2:05 PM  •
Pete Schroeder / Reuters:  The US FDIC says banks can engage in cryptocurrency and other legally permitted activities without prior regulatory approval if they manage risks appropriately
2:00 PM  •
Jordan Novet / CNBC:  CoreWeave closes flat at $40 in its Nasdaq debut; CoreWeave's offering is the largest US IPO since UiPath's NYSE debut in 2021
1:45 PM  •
Kritika Lamba / Reuters:  US chipmaker Wolfspeed's shares fell ~50% on Friday, hitting their lowest since 1998, a day after it appointed a new CEO, amid worries about CHIPS Act funding
1:15 PM  •
Emily Nicolle / Bloomberg:  Michael Novogratz's Galaxy Digital will pay $200M as part of a settlement with the New York AG over the firm's role in promoting the failed Luna cryptocurrency
12:25 PM  •
Steven Levy / Wired:  Anthropic researchers share the surprises they observed while watching Claude think: planning ahead, confusion between safety and helpfulness goals, lying, more
11:50 AM  •
Makena Kelly / Wired:  Sources: DOGE aims to migrate all Social Security Administration's computer systems off COBOL in a matter of months, risking the integrity of SSA infrastructure
10:55 AM  •
Abner Li / 9to5Google:  Google says Pixel 9a will launch in the US, Canada, and UK on April 10; the company delayed the phone's launch to April to check “on a component quality issue”
10:50 AM  •
Victoria Song / The Verge:  A US judge dismisses Samsung's Oura lawsuit, saying Samsung acted prematurely in seeking a judgment that Galaxy Ring doesn't infringe on Oura's patents
9:55 AM  •
Olivia Solon / Bloomberg:  AppLovin hires a law firm to investigate short sellers' allegations that the mobile ad company's ad performance numbers are fraudulent
9:40 AM  •
Steven Levy / Wired:  Interviews with Dario Amodei, Daniela Amodei, and other executives about Anthropic's origin, Claude, why DeepSeek isn't a threat, reaching AGI safely, and more
9:25 AM  •
Ivan Mehta / TechCrunch:  Google starts offering user choice billing in the UK, initially to non-game developers, says 90%+ of developers are satisfied with Google Play's native billing
8:35 AM  •
Bloomberg:  An appeals court agrees with India's antitrust regulator that Google's app store billing policy was unfair and restrictive but cuts the fine from $110M to $25M
7:25 AM  •
Camomile Shumba / CoinDesk:  The UK's Financial Conduct Authority says it intends to begin authorizing new crypto firms in 2026 after it designs a more stringent regulatory regime
6:50 AM  •
Sarah Wynn / The Block:  Crypto.com says the US SEC won't pursue enforcement action; Crypto.com sued the SEC in October after receiving a Wells notice signaling potential charges
6:01 AM  •
Reuters:  Court documents: India criticizes Elon Musk's X for wrongly labeling an official website, used to notify tech firms of harmful content, as a “censorship portal”
4:15 AM  •
CNBC:  CoreWeave raised $1.5B in its IPO, selling ~37.5M shares at $40 each, down from a planned 49M shares at $47-$55; source: Nvidia anchored with a ~$250M order
4:00 AM  •
Sheon Han / Wired:  How Paul Ginsparg, a Cornell University physics professor, created the digital repository arXiv nearly 35 years ago to help researchers share their preprints
1:25 AM  •
Financial Times:  Sources: the EU will impose minimal fines on Apple and Meta next week, far below the DMA's 10% of global turnover cap, to avoid tensions with President Trump
12:45 AM  •
Debby Wu / Bloomberg:  Taiwan is investigating 11 Chinese tech firms, including SMIC, which is being probed for allegedly poaching engineers to access the island's advanced chip tech

March 27, 2025

11:20 PM  •
Jagmeet Singh / TechCrunch:  PUBG developer Krafton acquires a “north of 75% stake” in Pune-based gaming studio Nautilus Mobile for $14M in an all-cash deal, its first acquisition in India
10:40 PM  •
Ben Thompson / Stratechery:  Q&A with Snowflake CEO Sridhar Ramaswamy on working at Bell Labs and Google, building Neeva, Snowflake's business model and its approach to AI, and more
9:45 PM  •
Mark Wilson / Fast Company:  A look at Archetype, whose AI model Newton is trained to analyze output from sensors monitoring the physical world, including cities and factories
8:45 PM  •
Satviki Sanjay / Bloomberg:  EY: Indians collectively spent 1.1T hours on their smartphones in 2024, averaging five hours daily, with ~70% of the time on social media, gaming, and videos
6:15 PM  •
Andrew Goudsward / Reuters:  A US federal judge orders agencies whose leaders participated in the Signal chat on the Houthi attacks to preserve all messages sent from March 11 to March 15
5:20 PM  •
Joanne Jang / Reservoir Samples:  OpenAI's model behavior lead says OpenAI is “shifting from blanket refusals in sensitive areas to a more precise approach focused on preventing real-world harm”
4:40 PM  •
The Information:  Sources: the Chinese startup behind Manus is in talks with US VC firms and others to raise funding at a $500M+ valuation, up ~5x from its previous valuation
4:20 PM  •
Carmen Reinicke / Bloomberg:  AppLovin's stock closes down over 20% after short seller Muddy Waters released a report, the third such short report against the company in about a month
3:40 PM  •
James Hunt / The Block:  Immunefi: crypto industry lost a record $1.64B in Q1 2025 across 40 incidents, including $1.46B from the Bybit hack, vs. $348.3M across 63 incidents in Q1 2024
2:55 PM  •
Kyle Cheney / Politico:  Source: the White House sent a “records retention policy” to DOGE staffers on Monday, reminding them to preserve their Signal messages and disable auto-delete
2:45 PM  •
Dean Takahashi / VentureBeat:  Amazon partners with Electronic Arts to bring EA games like Star Wars Jedi: Survivor to cloud gaming service Amazon Luna, which is now available in 14 countries
2:10 PM  •
Jeremy Kahn / Fortune:  Anthropic says it created a new tool for deciphering how LLMs “think” and used it to resolve some key questions about how Claude and probably other LLMs work
1:55 PM  •
Chris Welch / The Verge:  Sam Altman says “our GPUs are melting” due to ChatGPT's viral image generation and OpenAI plans to temporarily introduce some rate limits
1:40 PM  •
Bloomberg:  Ubisoft plans to spin off a unit, which includes Assassin's Creed, into a ~€4B subsidiary with Tencent investing €1.16B for a 25% stake; UBI jumps 10%
1:20 PM  •
Jason Del Rey / Fortune:  Perplexity says it is working with Seattle-based startup Firmly.ai to make it easier for brands to sell goods directly through Perplexity's shopping results
12:47 PM  •
Mike Isaac / New York Times:  Meta adds a Friends tab on Facebook that will show content just from users' friends, with no recommended posts, as it brings back “OG” Facebook experiences
12:25 PM  •
Amanda Silberling / TechCrunch:  Appfigures: Signal downloads were up 45% from the daily average on March 24 in the US and up 42% in Yemen, after The Atlantic's story; global downloads grew 28%
12:10 PM  •
Mary Ann Azevedo / TechCrunch:  Mendel, which offers corporate spend management tools for companies in Latin America, raises a $35M Series B led by Base10, bringing its total funding to $60M
11:40 AM  •
Alex Heath / The Verge:  Sources: Reddit banned r/WhitePeopleTwitter for 72 hours in February 2025 after Elon Musk messaged CEO Steve Huffman about users threatening DOGE staffers
11:25 AM  •
Helen Reid / Reuters:  TikTok plans to launch TikTok Shop in France, Germany, and Italy on March 31, expanding its reach in Europe as TikTok's future in the US remains uncertain
11:05 AM  •
Amanda Silberling / TechCrunch:  Nintendo unveils Virtual Game Cards, letting users transfer existing digital Switch games to other consoles and lend them out more easily, available in April
10:35 AM  •
Jonathan Stempel / Reuters:  Cleo AI agrees to pay $17M to settle US FTC charges that the cash advance startup deceived customers about how much money they could obtain and how quickly
10:15 AM  •
Paul Berger / Wall Street Journal:  Flexport CEO Ryan Petersen says the startup generated revenue of $2.1B in 2024, up from $1.6B in 2023, but missed its target to be profitable by the end of 2024
9:50 AM  •
Bloomberg:  CoreWeave Raises $1.5 Billion in Downsized IPO Below Price Target
9:25 AM  •
Emma Roth / The Verge:  Instacart rolls out Store View, paying shoppers to film store shelves “one aisle at a time” to assess inventory, starting with select US and Canadian retailers
9:10 AM  •
Aisha Malik / TechCrunch:  Google rolls out new Search, Maps, and Gemini features to help plan vacations, including hotel price drop alerts and turning screenshots into holiday plans
8:05 AM  •
Reuters:  Client notice: Chinese server maker H3C warns of potential shortages of Nvidia's H20 chips, the most advanced AI chips available in China under US export rules
7:45 AM  •
Dominic Preston / The Verge:  Xiaomi's Poco unveils the £649+ F7 Ultra, with a 6.67" display, Snapdragon 8 Elite, a triple rear camera, 120W wired charging, and IP68, and the £499+ F7 Pro
7:30 AM  •
Newley Purnell / Bloomberg:  Meta VP of Asia Pacific Dan Neary is leaving for personal reasons; the Singapore-based executive joined in 2013, and Meta now has ~1.1B users in the region
7:10 AM  •
Financial Times:  Pat Gelsinger says TSMC's pledge to invest $100B+ in US chip manufacturing will do little to restore the US' chipmaking leadership, as R&D will remain in Taiwan
6:55 AM  •
The Information:  Source: Nvidia is in advanced talks to acquire Lepton AI, which rents Nvidia GPU-based servers, for several hundred million dollars; Lepton raised $11M in 2023
6:40 AM  •
Maxwell Zeff / TechCrunch:  After OpenAI released ChatGPT's new image generator, social media has been flooded with AI memes in the style of Studio Ghibli, highlighting copyright concerns
6:30 AM  •
Samuel Stolton / Bloomberg:  An EU confidential decision, now public, shows the EU pressed Meta to create a separate version of Facebook Marketplace or let users access rival services
6:15 AM  •
Nikkei Asia:  Sources: after nearly five years of building a US plant, TSMC expects new factories to take two years; TSMC plans a 3nm US plant by 2028 and a 2nm one by 2030
5:55 AM  •
Casey Muratori / Computer, Enhance!:  Q&A with Mike Clark, the chief architect of AMD's Zen microarchitecture, on x86, ARM, CPUs vs GPUs, Zen 4 to Zen 5, software developers, and more
5:40 AM  •
Charles Rollet / TechCrunch:  A leaked Chinese dataset on “public opinion work” reveals 133,000 entries fed into an LLM designed to automatically flag content deemed sensitive by China
5:25 AM  •
Claire L. Evans / Wired:  A look at OpenWorm, a 13-year-old project that has so far failed to simulate C. elegans, one of the simplest and most extensively studied organisms in the world
5:00 AM  •
Joanna Stern / Wall Street Journal:  Takeaways after using AI search exclusively for one month: AI search is more of a UX revamp than a replacement for Google's blue links-based web search paradigm
4:47 AM  •
Colleen McClain / Pew Research Center:  A survey of US adults: 34% support a TikTok ban, down from 50% in March 2023, and 49% say TikTok is a national security threat, down from 59% in May 2023
2:55 AM  •
Isabella Ward / Bloomberg:  JPMorgan researchers say they have generated and certified truly random numbers using a quantum computer, a world-first with potential security and trading uses
2:40 AM  •
Caiwei Chen / MIT Technology Review:  Sources: many new Chinese AI data centers sit unused due to weak demand and DeepSeek-driven shifts; local reports: up to 80% of new computing resources are idle
1:50 AM  •
Mackenzie Hawkins / Bloomberg:  The Trump administration cut $20M for the Commerce Department's Bureau of Industry and Security, which oversees chip export controls, or ~10% of BIS' budget
1:35 AM  •
Belle Lin / Wall Street Journal:  Anthropic and Databricks ink a five-year deal, expected to jointly generate $100M in revenue, by selling AI tools to businesses developing their own AI agents
1:20 AM  •
Dylan Butts / CNBC:  Alibaba releases open-source multimodal AI model Qwen2.5-Omni-7B on Hugging Face and GitHub, saying the model can be deployed on edge devices like smartphones
12:35 AM  •
Kyle Wiggers / TechCrunch:  Sam Altman says OpenAI will support Anthropic's Model Context Protocol, an open-source standard that connects AI models to data for more relevant answers
12:30 AM  •
Jordan Novet / CNBC:  Former Intel CEO Pat Gelsinger joins VC firm Playground Global as a GP and the board of portfolio startup xLight, which develops lasers for chip manufacturing

March 26, 2025

11:45 PM  •
Ryan Whitwam / Ars Technica:  Nvidia debuts G-Assist, an experimental, gaming-centric AI chatbot that runs locally and offers system diagnostics, setting recommendations for games, and more
10:55 PM  •
Paige Smith / Bloomberg:  Robinhood plans to roll out checking and savings accounts in 2025 for its paying Gold subscribers, aiming to provide more of a private banking-like experience
10:30 PM  •
Mark Gurman / Bloomberg:  Sources: Apple is promoting Vanessa Trigub to VP of stores and retail operations globally, as it streamlines management of its retail arm under Deirdre O'Brien
9:55 PM  •
Polly Thompson / Business Insider:  Filing: Dell says it had about 108K employees as of January 31, 2025, down from 120K employees in February 2024, marking a 10% annual reduction in its workforce
8:05 PM  •
Lawrence Abrams / BleepingComputer:  Oracle customers confirm the authenticity of data samples shared by a threat actor who allegedly breached Oracle Cloud servers, after Oracle denied the breach
7:00 PM  •
Mishaal Rahman / Android Authority:  Google says it plans to develop Android fully in private to streamline its development process but will continue to publish the source code for new releases
6:25 PM  •
Andrew Hutchinson / Social Media Today:  xAI's Grok AI chatbot is now integrated with Telegram for Telegram Premium users, marking Grok's first big expansion beyond X
6:10 PM  •
Kif Leswing / CNBC:  Utah Gov. Spencer Cox signs a bill requiring Apple's and Google's mobile app stores to verify user ages and require parental consent for minors to use some apps
5:25 PM  •
Bobby Allyn / NPR:  A US federal judge rejects OpenAI's request to dismiss the NYT's lawsuit, allowing the main copyright infringement claims to go forward while narrowing the suit
5:20 PM  •
Michael Kozlowski / Good e-Reader:  A software update for some Amazon Kindle models lets users double-tap the sides or back of the device to turn pages in books or scroll down in Home and Library
4:45 PM  •
Maggie Miller / Politico:  DNI Tulsi Gabbard told a Congressional hearing that Signal comes “pre-installed” on government devices, hinting at a major shift following the Salt Typhoon hack
3:40 PM  •
Aisha Malik / TechCrunch:  YouTube says Shorts views will now be counted each time a video starts to play or replay, rather than only after being watched for a certain number of seconds
2:55 PM  •
Arsheeya Bajwa / Reuters:  Starboard Value nominates three directors including its CEO, Jeff Smith, to Autodesk's board, rekindling its proxy battle with Autodesk over margin concerns
1:50 PM  •
Cory Weinberg / The Information:  Leaked financial figures: Stripe doubled its free cash flow in 2024 to about $2.2B and grew revenues by about 28% to $5.1B; Chime grew revenues by 31% to $1.7B
1:00 PM  •
Kyt Dotson / SiliconANGLE:  Island, which offers a Chromium-based secure enterprise browser, raised a $250M Series E led by Coatue at a $4.8B valuation, taking its total funding to ~$730M
12:40 PM  •
Reuters:  Sources: Italy hands tax demands to Meta, X, and LinkedIn in the last step in its VAT case, seeking €887.6M from Meta, €12.5M from X, and ~€140M from LinkedIn
11:55 AM  •
Emma Roth / The Verge:  Waze says it is removing Google Assistant for iPhone users, citing “ongoing difficulties” with the integration, after recently testing a Gemini-based assistant
11:25 AM  •
Bloomberg:  TD Cowen: Microsoft canceled new data center projects in the US and Europe that would've amounted to ~2 gigawatts of capacity, a sign of AI computing oversupply
11:15 AM  •
Jeff Dunn / Engadget:  iPad (A16) review: fast chip, double the storage, 2GB more RAM, good build quality and battery, and loads of apps, but an aging display and no M chips or AI
10:30 AM  •
Kurt Wagner / Bloomberg:  eMarketer expects X to generate $1.31B in US ad sales in 2025, up 17.5%, and $2.26B in global ad sales, up 16.5%, its first year of ad revenue growth since 2022
10:20 AM  •
Financial Times:  IPO filings: CoreWeave, set to launch a $32B IPO on March 28, violated key terms of a $7.6B Blackstone loan in 2024, triggering a series of technical defaults
9:30 AM  •
Angel Au-Yeung / Wall Street Journal:  Mercury, a neobank serving early-stage startups, raised $300M led by Sequoia at a $3.5B valuation; the fintech company saw $2B in deposits after SVB's collapse
9:15 AM  •
Rachel Yeo / Bloomberg:  Chinese AI startup SenseTime reports FY 2024 revenue up 11% YoY to ~$524M, below ~$620M est., and a ~$592M net loss, above ~$551M est., as the AI race heats up
7:55 AM  •
Stanley Widianto / Reuters:  Apple says the iPhone 16 series will be available in Indonesia from April 11, after Jakarta lifted a sales ban following Apple's $300M+ investment plan
7:35 AM  •
Simon Willison / Simon Willison's Weblog:  Gemini 2.5 Pro hands-on: a very strong model with 1M input tokens, 64K output tokens, a January 2025 knowledge cut-off, and very, very impressive coding skills
7:20 AM  •
Philip Stafford / Financial Times:  Sources: Fidelity Investments is in the advanced stages of testing its own stablecoin, managed by its digital assets arm; Trump pledged to back USD stablecoins
6:10 AM  •
Richard Lawler / The Verge:  Microsoft unveils AI “deep reasoning” agents for 365 Copilot: Researcher, based on OpenAI's deep research model, and Analyst, based on o3-mini, coming in April
5:55 AM  •
Laura Dubois / Financial Times:  Sources: the EU's Huawei corruption probe is looking at alleged exchanges of soccer tickets and phones for political favors; one detainee is a Huawei lobbyist
5:40 AM  •
Will Knight / Wired:  Databricks details Test-time Adaptive Optimization, or TAO, a new approach that lets its customers boost LLM performance without the need for clean labeled data
5:20 AM  •
Ana Swanson / New York Times:  The US adds export restrictions to 80 organizations, primarily targeting Chinese companies, including server maker Nettrix and clients of Nvidia, Intel, and AMD
5:00 AM  •
Bloomberg:  Bain Capital agrees to acquire a majority stake in Italian IT company Namirial from private equity firm Ambienta, a deal sources say values Namirial at €1.1B
4:45 AM  •
Delphine Strauss / Financial Times:  A cross-party committee of UK MPs casts doubt on the UK's plan to boost the public sector with AI, citing outdated tech, poor data, and a lack of digital skills
4:25 AM  •
Anup Kaphle / Rest of World:  Q&A with Careem CEO Mudassir Sheikha on the MENA ride-hailing giant becoming a super app, the spinout of its non-ride-hailing services from Uber, AI, and more
3:55 AM  •
Jason Kehe / Wired:  A look at RISC architecture's origins, the Arm vs. RISC-V war, and how RISCites beat the CISCites, as RISC's increasing adoption risks US companies' dominance
2:50 AM  •
Benj Edwards / Ars Technica:  Developers say aggressive AI crawlers are overwhelming open-source infrastructure; LibreNews: up to 97% of some projects' traffic comes from AI companies' bots
2:45 AM  •
Karan Mahadik / The Indian Express:  TRAI Chairman Anil Kumar Lahoti says India, with only 1% of global subsea cable landing stations, must expand its subsea cable infrastructure 10x to meet demand
2:35 AM  •
Kelcee Griffis / Bloomberg:  US state and former US officials say satellite internet like Starlink's may cut upfront costs for the $42B rural broadband program but could cost more long term
2:10 AM  •
Financial Times:  As the EU considers funding a Starlink rival, experts say no single European network can match Starlink's range, likely requiring a patchwork of satellites
2:00 AM  •
Bloomberg:  BMW partners with Alibaba to use Qwen-powered AI cockpit tech from Alibaba-backed Banma in its upcoming car models for the Chinese market, rolling out in 2026
1:30 AM  •
Financial Times:  Docs: China's new energy efficiency rules could ban Nvidia's H20 chips from data centers if implemented strictly, risking Nvidia's $17B-per-year China business
1:25 AM  •
Annie Palmer / CNBC:  Amazon rolls out AI tool Interests, which checks for new inventory by interests, price limits, and preferences, to US users, and is testing chatbot Health AI
12:55 AM  •
Reuters:  US adds dozens of Chinese entities to export blacklist, including Inspur units

March 25, 2025

11:00 PM  •
Blake Brittain / Reuters:  Anthropic convinced a California federal judge to reject a preliminary bid to block it from using lyrics owned by UMG and other music publishers to train Claude
10:20 PM  •
Adi Robertson / The Verge:  Character.AI adds a Parental Insights feature that lets teens send reports of their chatbot usage to their parents, including which bots they are talking to
9:25 PM  •
TechCrunch:  Leaked email: Block lays off 931 employees, or ~8% of staff, and moves 193 managers to individual contributor roles, after cutting ~1,000 roles in January 2024
6:55 PM  •
Erin Brodwin / Axios:  NY-based Silna, which provides healthcare revenue cycle management software, emerges from stealth with a $22M Series A co-led by Accel and Bain and a $5M seed
5:50 PM  •
Simon Willison / Simon Willison's Weblog:  In an addendum to the GPT-4o System Card, OpenAI says it is “not blocking the capability to generate adult public figures” and that public figures can opt out
5:15 PM  •
Bloomberg:  Sources: Qualcomm has complained to antitrust regulators in the EU, the US, and South Korea that Arm is hurting competition by restricting access to its tech
5:10 PM  •
Yun Li / CNBC:  GameStop says its board has unanimously approved a plan to buy bitcoin with its corporate cash, and it has not set a ceiling on how much bitcoin it may purchase
4:45 PM  •
Jonathan Stempel / Reuters:  Ripple says it agreed to settle a US SEC civil lawsuit over the alleged sale of unregistered securities and pay just $50M of a previously imposed $125M fine
4:35 PM  •
Rick Porter / The Hollywood Reporter:  Nielsen: YouTube was the top TV distributor in February 2025, making up 11.6% of all US TV; over-50s viewers accounted for 36% of time spent watching it on TVs
4:30 PM  •
James Laporta / CBS News:  An internal NSA memo in February 2025 warned staff of a “Signal Vulnerability”; Signal says it was a phishing warning and “had nothing to do with” its core tech
3:20 PM  •
Kyt Dotson / SiliconANGLE:  Nexthop AI launches with $110M in seed and Series A funding led by Lightspeed Ventures, offering hardware and software for cloud AI infrastructure
2:19 PM  •
Kylie Robison / The Verge:  OpenAI rolls out GPT-4o image generation natively in ChatGPT across all subscription tiers and says the omnimodal model is “a step change above previous models”
1:55 PM  •
Emma Roth / The Verge:  Meta rolls out a pilot program on Instagram designed to let US schools flag any potentially rule-violating post or account for prioritized review
1:14 PM  •
Chance Miller / 9to5Mac:  Apple announces WWDC 2025 for June 9-13, which will be an “entirely online” event free for developers, with an in-person special event at Apple Park on June 9
1:10 PM  •
Abner Li / 9to5Google:  Google debuts Gemini 2.5 “thinking” models for developers and Gemini Advanced subscribers, starting with Gemini 2.5 Pro Experimental, which tops some benchmarks
1:05 PM  •
Shekoofeh Azizi / Google Developers Blog:  Google releases TxGemma, a collection of open models built on Gemma that are designed to improve the efficiency of therapeutic drug development
1:01 PM  •
Lauren Forristal / TechCrunch:  Quora's Poe launches a cheaper $5/month premium tier, alongside a new $250/month plan that it says is better for more “expensive” models like GPT-4.5 and o1-pro
12:40 PM  •
Sapna Maheshwari / New York Times:  As TikTok faces a US ban on April 5, the ByteDance-owned app has a new ad campaign framing TikTok as a savior of Americans and a champion of small businesses
12:01 PM  •
Bloomberg:  Trump's World Liberty Financial unveils USD1, a 1:1 USD-pegged stablecoin minted on Ethereum and Binance Smart Chain, custodied by BitGo; its launch date is TBA
11:45 AM  •
Reuters:  India's finance minister says the country will scrap a 6% tax on digital advertisements, easing costs for US tech giants, as a way of soothing US trade concerns
11:40 AM  •
Bloomberg:  Since DeepSeek-R1's debut, Chinese companies like Baidu, DeepSeek, Tencent, Ant, and Alibaba have been flooding the market with low cost AI services and models
10:50 AM  •
Michael Burkhardt / 9to5Mac:  Apple Music is opening its catalog to DJs by integrating with popular DJ software and hardware platforms including Algoriddim's djay Pro and AlphaTheta
10:35 AM  •
Melissa Heikkilä / Financial Times:  AI startup Synthesia says it's creating a $1M stock pool to pay actors with equity for the use of their likeness, a first for the AI industry
8:20 AM  •
Kif Leswing / CNBC:  3D tech company Infinite Reality acquires Napster for $207M; Infinite's CEO says that the file-sharing phenomenon will be used for marketing in the metaverse
8:05 AM  •
Reuters:  Sources: AI chipmaker Cerebras' IPO, in limbo for months, has been delayed while Trump fills key roles and CFIUS reviews Abu Dhabi-based G42's $335M investment
7:50 AM  •
Anton Shilov / Tom's Hardware:  TechInsights: producing 300mm wafers at TSMC's Fab 21 near Phoenix, Arizona, is only about 10% more expensive than in Taiwan
7:35 AM  •
Foo Yun Chee / Reuters:  Sources: the EU is set to close its probe into browser options on iOS without a fine next week, but will fine Apple over App Store anti-steering violations
7:25 AM  •
Andrew J. Hawkins / The Verge:  Waymo plans to launch its Waymo One ride-hailing service in Washington, DC in 2026; the city currently prohibits autonomous vehicles without safety drivers
7:10 AM  •
Bloomberg:  Sources: companies like Nvidia and many governments are trying to persuade Trump to loosen AI chip export curbs set for May, known as the “AI diffusion rule”
7:00 AM  •
Reuters:  Document: India orders Samsung and its executives in the country to pay $601M in back taxes and penalties for dodging tariffs on key telecoms equipment imports
6:50 AM  •
Washington Post:  Interviews with 24+ US government workers show many embraced Signal after Trump's return to office as a tactic to shield communications, impacting transparency

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