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Techmeme

A University of Cambridge analysis reveals how cheap SMS text message verification to create online accounts fuels global influence and manipulation campaigns (Clive Cookson/Financial Times)

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The AI boom is delaying US municipal projects, as ~$4T in AI infra spending through 2030 shifts skilled construction workers to AI data centers (Brooke Sutherland/Bloomberg)

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How Oracle's massive Stargate deal with OpenAI has pushed Oracle to the center of the AI boom, turning its market cap into a barometer on AI sentiment (Bloomberg)

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Blowback over posts about the death of Charlie Kirk has prompted companies to be more aggressive about monitoring employees' social media activity (Taylor Telford/Washington Post)

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A look at Netflix House in Philadelphia, a new 100K sq. ft. location for in-person experiences, which resembles a Disneyland attraction and a Dave & Buster's (Sarah Holder/Bloomberg)

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Sources: The Trump administration is drafting a new cyber strategy that would enlist private companies to mount offensive cyberattacks on foreign adversaries (Jamie Tarabay/Bloomberg)

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Sources: private capital giant Apollo Global has shorted loans and rapidly cut exposure to the enterprise software sector in 2025 amid concerns over AI threat (Financial Times)

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A profile of Nex, which makes the $249 Nex Playground motion-based gaming system targeted toward kids and projects more than $150M of sales this year (Ben Cohen/Wall Street Journal)

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OpenAI hopes the Disney deal boosts Sora, which has high costs and limited traction; Sensor Tower: users average 13 minutes per day on Sora vs. 90 on TikTok (Financial Times)

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Broadcom's shares fell 11% on December 12, their biggest single-day drop since January, after the company's AI sales outlook fell short of investor expectations (Dina Bass/Bloomberg)

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Indian IT giant TCS agrees to acquire Coastal Cloud, a Florida-based Salesforce consulting partner, for $700M, in a bid to boost its AI and US customer business (Mark Haranas/CRN)

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Cisco's stock touched a new record high of $80.25 on December 10, surpassing its previous split-adjusted high of $80.06 on March 27, 2000; CSCO is up 31.64% YTD (Robin Wigglesworth/Financial Times)

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Seagate and Western Digital, with stocks each up 200%+ in 2025, will join Nasdaq 100 before the December 22 market open; GlobalFoundries will leave the index (Isabelle Lee/Bloomberg)

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In a letter to the Trump administration, the GOP Senatorial Committee Chair Sen. Tim Scott said the Netflix-WBD deal raises "significant antitrust problems" (Semafor)

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Google has removed dozens of AI videos from YouTube that depicted Disney characters, after Disney sent a cease-and-desist letter flagging the links (Gene Maddaus/Variety)

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Microsoft expands its bug bounty program so that any critical vulnerability, including in third-party code, impacting its online services is eligible for awards (Duncan Riley/SiliconANGLE)

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OpenAI quietly adopted Anthropic's "skills" mechanism in ChatGPT and Codex; ChatGPT's skills include creating and modifying spreadsheets, docx files, and PDFs (Simon Willison/Simon Willison's Weblog)

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Internal message: SpaceX has authorized an insider share sale at $421/share, valuing the company at ~$800B, and said it's preparing for a possible IPO in 2026 (Loren Grush/Bloomberg)

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Singapore-based ChemLex raised a $45M funding round led by Granite Asia to build an AI-powered, automated chemistry lab to accelerate drug discovery (Rachyl Jones/Semafor)

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Sources: Intel is in advanced talks to acquire AI chip startup SambaNova for about $1.6B including debt; the deal could come together as soon as next month (Bloomberg)

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Automated digital wealth management company Wealthfront's stock closed up 1.36% in its Nasdaq debut, valuing it at ~$2.7B, after raising $486M in its IPO (Andrew Welsch/Barron's Online)

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Shares of data center real estate company Fermi closed down 34% after a tenant terminated a $150M agreement to help fund an AI campus in West Texas (Financial Times)

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Tether submits an all-cash offer to acquire a 65.4% stake in Italian soccer club Juventus, says it will invest €1B in the club if the acquisition is completed (Reuters)

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Source: OpenEvidence, which offers an AI chatbot for doctors, is raising $250M at a $12B valuation, up from $6B in Oct., and has $150M in annualized ad revenue (Stephanie Palazzolo/The Information)

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Zoom says its "federated AI" model, combining its SLM with open- and closed-source models, got 48.1% on Humanity's Last Exam vs. 45.8% for Gemini 3 Pro w/ tools (Xuedong Huang/Zoom)

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David Sacks says China is rejecting Nvidia's H200 AI chips, because the country wants "semiconductor independence" and to "prop up and subsidize Huawei" (Maggie Eastland/Bloomberg)

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Amazon Prime Video pulls its AI recaps, which it began testing in November, for Fallout, Bosch, and other shows after users noticed errors in the Fallout recaps (Emma Roth/The Verge)

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Mira Murati's Thinking Machines Lab makes Tinker, its API for fine-tuning language models, generally available, adds support for Kimi K2 Thinking, and more (Thinking Machines Lab)

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David Sacks says Trump's AI EO aims to ease companies' compliance burden and that the administration is working with Congress on a common AI oversight standard (Bloomberg)

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Google expands Google Translate's live speech translation from Pixel Buds to any headphones, supporting 70+ languages, in beta on compatible Android phones (Stevie Bonifield/The Verge)

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Policymakers behind key state AI bills scoff at Trump's EO; some GOP governors are pushing ahead with their own AI bills; Steve Bannon says Sacks misled Trump (Axios)

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Sources: X reported $752M in Q3 revenue, up 17% YoY, a net loss of $577.4M, and EBITDA of ~$454M, up 16%; revenue for the first nine months of 2025 was $2B+ (Carmen Arroyo/Bloomberg)

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Source: livestream shopping app Whatnot nears ~$1B in revenue for 2025; Whatnot says it has passed $6B in gross sales this year, more than doubling 2024's sales (Ann Gehan/The Information)

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Companies are updating insider trading policies to cover prediction markets; Kalshi and others are pushing for federal oversight, including of insider trading (Rocket Drew/The Information)

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Sources: Oracle has delayed completion of some OpenAI data centers from 2027 to 2028, largely due to labor and material shortages; Oracle denies delays (Brody Ford/Bloomberg)

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Kalshi integrates its event trading platform into the popular crypto wallet Phantom; Dune: in November, Kalshi's trading volume hit $5.8B vs. Polymarket's $3.7B (Nina Bambysheva/Forbes)

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YouTube launches an option for US-based creators to receive payouts in PayPal's stablecoin, PYUSD (Ben Weiss/Fortune)

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Sam Altman's Tools for Humanity updates World to make it a "super app" with encrypted chat integration and a Venmo-like tool for sending and requesting crypto (Lucas Ropek/TechCrunch)

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Trump's AI executive order directs federal agencies to look into withholding federal funding from states passing "the most onerous and excessive laws" around AI (Gerrit De Vynck/Washington Post)

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[Thread] Substack quietly added a feature that forced subscribers to download the app to read full newsletters, but says it reverted the change after complaints (Gergely Orosz/@gergelyorosz)

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Serval, which offers an AI assistant for IT, HR, legal, and finance, raised a $75M Series B led by Sequoia at a $1B valuation, taking its total funding to $127M (Reuters)

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Switzerland launches a preliminary investigation into whether Apple's terms for granting third-party access to NFC tech on iPhones violate its antitrust laws (Tim Hardwick/MacRumors)

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Sources: Nvidia tells its Chinese clients that it is evaluating adding production capacity for its H200 chips after orders exceeded its current output level (Reuters)

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TechInsights: Huawei's Kirin 9030 chip, used in its Mate 80 Pro Max phone, is China's most advanced chip to date and was produced with SMIC's updated 7nm tech (Ian King/Bloomberg)

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Sources: China is considering a ~$28B-to-$70B incentives package, which would be separate from the $50B Big Fund III plan, to support its chipmaking industry (John Liu/Bloomberg)

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EU finance ministers agree on a €3 customs duty on low-value parcels from July 2026, aiming to crack down on Chinese imports from retailers like Shein and Temu (Reuters)

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Papua New Guinea says Google will build three subsea cables for the country, a $120M effort funded by Australia, amid China boosting its influence in the region (Kirsty Needham/Reuters)

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Taiwan opens its largest AI supercomputing data center, with Nvidia's Blackwell chips, a major effort in its push for sovereign AI and chip industry innovation (Nikkei Asia)

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Sources: Intel has tested chipmaking tools in 2025 from California-based ACM Research, which has deep China ties; US sanctions targeted two ACM overseas units (Reuters)

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GPT-5.2 models have a 400K context window and 128K max output tokens, like GPT-5 and 5.1, but have an August 31, 2025, knowledge cutoff, vs. September 30, 2024 (Simon Willison/Simon Willison's Newsletter)

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