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Morgan Stanley: ad tiers account for 30% of Netflix subscribers and 50% of Disney+ subscribers; ad tiers accounted for all net subscriber additions in 2025 (Max Knoblauch/Sherwood News)

Google says it needs more time to upgrade Assistant to Gemini on most Android devices; Google previously planned to complete the transition by the end of 2025 (Mariella Moon/Engadget)

Inside NeurIPS 2025, and how it has transformed from a small academic conference into a massive industry event with 24,000+ attendees, yacht parties, and more (Wall Street Journal)

Security company Koi finds browser extensions with 8M+ total installs that collected users' conversations with AI chatbots and sold them for marketing use (Dan Goodin/Ars Technica)

Micron projects FY Q2 sales to grow over 2x YoY to $18.7B and adjusted operating income to rise over 5x to $11.3B, signaling higher memory chip prices in 2026 (Dan Gallagher/Wall Street Journal)

A look at Meta's 2GW Hyperion data center in Louisiana, with the first phase opening in 2028; an analysis shows sales tax breaks on GPUs could total $3.3B+ (Jon Keegan/Sherwood News)

OpenAI introduces a framework to evaluate chain-of-thought monitorability and a suite of 13 evaluations designed to measure the monitorability of an AI system (OpenAI)

YouTube's head of products for podcasts Steve McLendon says viewers streamed 700M+ hours of podcasts on TV in October, up from 400M hours in October 2024 (Ashley Carman/Bloomberg)

Filings: Tether-owned Northern Data sold its bitcoin mining unit, Peak Mining, for up to $200M to a group including companies controlled by Tether executives (Nikou Asgari/Financial Times)

Sources: TSMC plans to move chipmaking tools into its second Arizona fab in summer 2026, in line with its push to accelerate US production by "several quarters" (Cheng Ting-Fang/Nikkei Asia)

China issues new rules letting online merchants set their own prices across platforms for goods and services they sell, effective April 10, 2026, for five years (Bloomberg)

Sources: Resolve AI, which is developing an autonomous site reliability engineering tool, raised a Series A at multiple valuation tiers, including at $1B (Marina Temkin/TechCrunch)

Google plans to charge developers $2.85/app and $3.65/game if a US user follows a link that takes them outside of the Play Store to install it within 24 hours (Sean Hollister/The Verge)

OpenAI rolls out an update to let users adjust ChatGPT's characteristics, including how warm or enthusiastic it is, and its use of headers, lists, and emojis (Emma Roth/The Verge)

Sources: AI chipmaker Cerebras plans to file for a US IPO as soon as next week, targeting a Q2 2026 listing, after withdrawing its prior IPO filing in October (Echo Wang/Reuters)

New York Gov. Kathy Hochul signs the RAISE Act into law; the AI safety bill's text was modified earlier to more closely resemble California's SB 53 (Ashley Gold/Axios)

Source: Tencent has secured access to Nvidia's Blackwell chips through a cloud service operated by Tokyo-based Datasection (Jacob Adelman/Barron's Online)

Meta board member Dina Powell McCormick, an ex-top adviser to Trump, steps down after joining in April; source: she is considering retaining an advisory role (Kurt Wagner/Bloomberg)

Sequoia's Shaun Maguire speculated in an X post that an innocent Palestinian student was behind the Brown University shooting; the post was later deleted (Chris Stokel-Walker/Fast Company)

The Delaware Supreme Court rules that Elon Musk's 2018 Tesla CEO pay package, worth around $56B when it vested, must be restored, ending a years-long fight (Lora Kolodny/CNBC)

2025 LLM Year in Review: shift toward RLVR, Claude Code emerged as the first convincing example of an LLM agent, Nano Banana was paradigm shifting, and more (Andrej Karpathy/karpathy)

AI robotics startup Physical Intelligence says it saw improvements in its vision-language-action model by including human video data in the fine-tuning process (Physical Intelligence)

California reaches a $50M settlement with Meta to resolve claims that Facebook users were misled about their ability to limit who could see personal details (The San Francisco Standard)

Google sues data scraping company SerpApi, alleging it used millions of fake search requests to access copyrighted content and sold it to third parties (Blake Brittain/Reuters)

Source: Sam Altman's Merge Labs, which seeks to read brain activity using ultrasound, is being spun out of LA-based nonprofit Forest Neurotech (Emily Mullin/Wired)

Neural Concept, whose 3D product design software uses deep learning to help cut development times, raised a $100M Series C, bringing its total funding to $130M (Chris Metinko/Axios)

Netflix acquires avatar creation platform Ready Player Me to let its subscribers carry their personas and fandoms across games; the startup raised $72M (Sarah Perez/TechCrunch)

A Paris court rejects a French government request to suspend Shein in the country after finding illegal weapons and child-like sex dolls for sale on the site (Associated Press)

The TikTok deal is the worst of all possible outcomes, shifting ownership of TikTok to Trump's allies, while maintaining the supposed problematic links to China (Karl Bode/Techdirt)

Cursor-developer Anysphere acquires code review startup Graphite and says Graphite will continue operating as an independent product (Beatrice Nolan/Fortune)

Sources: ByteDance is on track for ~$50B profit in 2025 after generating a ~$40B net income in the first three quarters, surpassing its internal target for 2025 (Bloomberg)

Boston-based Neurable, which builds an OS for brain-computer interfaces, raised a $35M Series A led by Spectrum Moonshot Fund, bringing its total raised to $65M (Brock E.W. Turner/Axios)

Google Cloud and Palo Alto Networks strike a deal that a source says is Google Cloud's largest security services deal "approaching $10B" over several years (Kenrick Cai/Reuters)

Memo: TikTok CEO Shou Zi Chew says ByteDance's US entities will retain direct control over core US revenue drivers, including ecommerce, ads, and marketing (Financial Times)

Sources: Google has formed a new executive council to allocate computing capacity given a critical shortage; members include Thomas Kurian and Demis Hassabis (Erin Woo/The Information)

Sources: China is retrofitting older models of ASML's DUV machines to produce advanced smartphone and AI chips, exposing cracks in US-led export controls (Eleanor Olcott/Financial Times)

DraftKings launches DraftKings Predictions, a new app that lets customers in 38 states trade contracts on sports and financial events through prediction markets (Ira Boudway/Bloomberg)

Denmark says Russia was behind "destructive and disruptive" cyberattacks on a water utility in 2024 and DDoS attacks in the lead-up to local November elections (Miranda Bryant/The Guardian)

Sources: The Chan Zuckerberg Initiative cuts ties with FWD.us, an immigration advocacy group founded by Mark Zuckerberg, eliminating FWD.us' main funding source (Bloomberg)

Coinbase sues Connecticut, Illinois and Michigan over state attempts to regulate prediction markets, arguing that they fall under the jurisdiction of the CFTC (Olga Kharif/Bloomberg)

Sources: UK officials believe China was behind the October cyber attack on the UK's Foreign Office, which aimed to access tens of thousands of sensitive files (Financial Times)

Meta's head of Threads Connor Hayes says that fediverse compatibility isn't a priority for its current roadmap, but it is something that it's "maintaining" (Alex Heath/Sources)

Samsung unveils the Exynos 2600, the world's first smartphone SoC built on a 2nm Gate-All-Around process, expected to power some Galaxy S26 and S26 Plus models (Adamya Sharma/Android Authority)

The administrator winding down Do Kwon's Terraform Labs sues Jump Trading for $4B, alleging it unlawfully profited from and contributed to Terraform's collapse (Vicky Ge Huang/Wall Street Journal)

Trump signs the annual defense bill with provisions authorizing the president to screen and restrict US financing of Chinese tech companies (Anvee Bhutani/Wall Street Journal)

Q&A with Sam Altman on OpenAI's "code red" call, enterprise strategy, product ambitions, IPO plans, ChatGPT's personalization plans, and more (Alex Kantrowitz/Big Technology)

The US Senate confirms FDIC acting chairman Travis Hill to lead the agency, which regulates stablecoin issuers and impacts how the crypto industry is banked (Jesse Hamilton/CoinDesk)

The US Senate confirms Trump pick Michael Selig as chairman of the CFTC, as lawmakers consider legislation to give the agency more control over digital assets (Lydia Beyoud/Bloomberg)

US approving Nvidia H200 exports to China is based on the idea that Huawei is a viable competitor, but data shows the gap between Nvidia and Huawei is widening (Chris McGuire/Council on Foreign ...)

Sources: Riot Games is working on a major overhaul of League of Legends, internally called League Next, for 2027; Riot confirms a big update is in the works (Cecilia D'Anastasio/Bloomberg)