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Mon Nov 17
University of Virginia professor Ken Ono, one of the world's most prominent mathematicians, joins AI startup Axiom Math, which is building an "AI mathematician" (Ben Cohen/Wall Street Journal)
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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 (Jacob Bogage/Washington Post)
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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 (Peter S. Goodman/New York Times)
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Malaysian authorities are using drones, power sensors, and tips to hunt Bitcoin miners for power theft, which cost a state energy company ~$1.1B over five years (Bloomberg)
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Chip giants' efforts to turn Phoenix into a US hub may hinge on training local workers; an estimated 115K+ local chip jobs are set to be created over four years (Peter S. Goodman/New York Times)
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Documents: Foxconn's subsidiaries and China's Luxshare plan expansions in Vietnam to boost gaming device production, reinforcing Vietnam's supply chain role (Reuters)
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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)
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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 (Ece Yildirim/Gizmodo)
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Jimmy Wales says Wikimedia is working with Big Tech on AI deals similar to Google and reader donations are "not to subsidize OpenAI costing us a ton of money" (Reuters)
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Ofcom fines AVS Group, which runs 18 adult sites, £1M+ under the OSA, the largest penalty so far, and threatens action against a "major social media company" (Daniel Thomas/Financial Times)
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Sources: Beijing-based Cambricon plans to more than triple its AI chip production to 500K units in 2026, including 300K of its advanced Siyuan 590 and 690 chips (Yuan Gao/Bloomberg)
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Google DeepMind's mechanistic interpretability team details why it shifted from fully reverse-engineering neural nets to a focus on "pragmatic interpretability" (AI Alignment Forum)
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BNP Paribas says it is joining nine other European banks including ING, UniCredit, and CaixaBank developing a euro-pegged stablecoin in a JV called Qivalis (CoinDesk)
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Sources: SoftBank agrees to sell a large portion of its stake in InMobi back to the Indian mobile ad company for ~$250M, reducing its holding to <10% from 30%+ (Bloomberg)
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Some people are feeding their private medical information into chatbots like ChatGPT and Gemini, only to receive generalized or inaccurate diagnoses in response (Maggie Astor/New York Times)
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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 (Dwarkesh Patel/Dwarkesh Podcast)
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DealBook Summit: Dario Amodei suggests some AI companies are taking on too much risk by "YOLO-ing" and committing to spend hundreds of billions on data centers (Shirin Ghaffary/Bloomberg)
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Horizon Quantum, which aims to list on Nasdaq via a SPAC in Q1 2026, claims it is the first private company to deploy a commercial quantum computer in Singapore (Dylan Butts/CNBC)
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Apple replacing Alan Dye with Stephen Lemay may fix Jony Ive's mistake by restoring the Jobsian "design is how it works" ethos in Apple's UI design (John Gruber/Daring Fireball)
2w
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Paris-based CRM unicorn Brevo, formerly known as Sendinblue, raised €500M, says it surpassed €200M in ARR in 2025, and now has 600K+ customers (Anna Heim/TechCrunch)
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The European Commission opens a new antitrust investigation into Meta over its rollout of AI features in WhatsApp; the probe will not fall under the DMA (Barbara Moens/Financial Times)
2w
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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 (Will Douglas Heaven/MIT Technology Review)
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Nvidia says GB200 Blackwell AI servers, which pack 72 chips in one unit, boost performance 10x over H200 servers for MoE models like Moonshot's Kimi K2 Thinking (Stephen Nellis/Reuters)
2w
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A profile of Databricks co-founder Andy Konwinski, who pivoted from Jehovah's Witness to helping solve "species-level" problems by funding AI research (Biz Carson/Bloomberg)
2w
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The Trump administration orders enhanced vetting of H-1B applicants and their families for past work in "censorship", including fact-checking and online safety (Humeyra Pamuk/Reuters)
2w
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Seattle-based Gradial, which makes AI tools that automate enterprise marketing workflows, raised a $35M Series B led by VMG Partners at a $350M valuation (Taylor Soper/GeekWire)
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Sources: Sam Altman reached out to at least one rocket maker, Stoke Space, last summer for OpenAI to secure a controlling stake; the talks are no longer active (Berber Jin/Wall Street Journal)
2w
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Intel shelves plans to spin off or sell a stake in its networking division NEX, after deciding that the business is more likely to succeed as an internal unit (Bloomberg)
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Snowflake and Anthropic announce a multi-year $200M deal to make Anthropic's Claude models available on Snowflake and deploy AI agents across enterprises (Kelly Cloonan/Wall Street Journal)
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The US DOJ has indicted two Virginia brothers, Muneeb and Sohaib Akhter, for allegedly deleting 96 US government databases while working as Opexus contractors (Sam Sabin/Axios)
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React discloses an unauthenticated remote code execution flaw in React Server Components; Wiz says 39% of cloud environments contain vulnerable instances (The Hacker News)
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Reddit CEO Steve Huffman says the company is "moving away" from r/popular, the default feed for new users, and will replace it with more personalized feeds (Jay Peters/The Verge)
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Jensen Huang says "we don't know" if China would accept Nvidia's H200 AI chips even if the US relaxed export controls, following a meeting with President Trump (Bloomberg)
2w
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Google launches Workspace Studio, a no-code tool to create, design, manage, and share AI agents, for users on Business and Enterprise Workspace plans (Abner Li/9to5Google)
2w
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Mark Zuckerberg announces a new creative studio in Meta's Reality Labs led by Alan Dye, who will be joined by Apple design lead Billy Sorrentino (Mark Zuckerberg/@zuck@threads.com)
2w
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Snowflake reports Q3 product revenue up 29% YoY to $1.16B, and forecasts Q4 adjusted operating income margin below estimates; SNOW drops 7%+ after hours (Brody Ford/Bloomberg)
2w
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Salesforce reports Q3 revenue up 8.6% YoY to $10.26B, vs. $10.27B est., and forecasts Q4 revenue above estimates; CRM jumps 5%+ after hours (Jordan Novet/CNBC)
2w
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Microsoft says "aggregate sales quotas for AI products have not been lowered", following a report that some units lowered sales growth targets for AI products (Reuters)
2w
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Netflix sells game studio Spry Fox back to its co-founders, David Edery and Daniel Cook; the streamer has shrunk its six-studio gaming operation down to three (Stephen Totilo/Game File)
2w
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Micron says it will exit its Crucial consumer business, as it doubles down on advanced memory chips used in AI data centers amid a global supply shortage (Arsheeya Bajwa/Reuters)
2w
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Apple interface design chief Alan Dye is leaving the company to join Meta; Apple longtime designer Stephen Lemay will replace Dye (Mark Gurman/Bloomberg)
2w
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Sources: Stripe is paying ~$1B to acquire Metronome, and the deal is expected to be predominantly cash; PitchBook: Metronome was valued at $470M in February (Alex Konrad/Upstarts Media)
2w
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OpenAI's nonprofit foundation announces it's awarding $40.5M in grants this year to 208 nonprofits across the US; the nonprofit donated only $7.5M in 2024 (Shirin Ghaffary/Bloomberg)
2w
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OpenAI agrees to buy Poland-based Neptune, which makes tools for analyzing progress during AI model training; the transaction will be in stock (Dina Bass/Bloomberg)
2w
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IoT security device maker Verkada hit a $5.8B valuation after new funding, source says totaling $100M, led by CapitalG; it passed $1B in annualized bookings (Jaures Yip/CNBC)
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Russia's Roskomnadzor blocks access to Roblox, claiming that it is "rife with inappropriate content" and distributing extremist materials and "LGBT propaganda" (Reuters)
2w
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India says it revoked an order to smartphone makers to preload state-run cybersecurity app Sanchar Saathi on all new smartphones, after protests from lawmakers (Reuters)
2w
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Amazon adds an Alexa+ feature to Fire TV that lets Prime Video users skip to movie scenes using natural language descriptions, character names, or famous quotes (Lucas Manfredi/The Wrap)
2w
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After a backlash, Amazon Prime Video removes AI-generated English and Spanish dubs that it had quietly rolled out in beta for several anime films and series (James Whitbrook/Gizmodo)
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Decentralized exchange Ostium raised a $20M Series A led by General Catalyst and Jump Trading, a source says at a ~$250M valuation, after previously raising $8M (Ben Weiss/Fortune)
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