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  • Wed Nov 5

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" (Abner Li/9to5Google)

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Lumia, which uses AI to analyze interactions between autonomous agents and humans, raised an $18M seed led by Team8 (Chris Metinko/Axios)

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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 (The Information)

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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 (Jordan Novet/CNBC)

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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 (Christina Kyriasoglou/Bloomberg)

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Russia's Roskomnadzor says it has blocked FaceTime in Russia, claiming the service is being used to organise and "carry out terrorist attacks in the country" (Reuters)

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Sources: Polymarket has recruited staff for a market making team that could face off against its customers; Kalshi's similar unit exposed Kalshi to criticism (Bloomberg)

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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 (Jay Peters/The Verge)

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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 (Sarah Perez/TechCrunch)

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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 (Sarah Perez/TechCrunch)

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OnePlus launches US preorders for its $900+ OnePlus 15 a month late, after receiving FCC clearance, which had been delayed due to the US government shutdown (Dominic Preston/The Verge)

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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 (Blake Brittain/Reuters)

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7AI, which makes agents that analyze and triage info like cybersecurity alerts, raised a $130M Series A at a ~$700M valuation, taking its total funding to $166M (James Rundle/Wall Street Journal)

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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 (Steven Levy/Wired)

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Flex, which offers AI-based payment tools, credit, and more to mid-sized companies, raised a $60M Series B led by Portage, a source says at a ~$500M valuation (Aditya Soni/Reuters)

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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 (Kurt Wagner/Bloomberg)

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Taiwan's interior ministry announces a one-year ban on access to Chinese social media app Xiaohongshu, aka RedNote, citing 1,700+ fraud cases since 2024 (Ben Blanchard/Reuters)

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The EU expects to launch a formal bidding process for its AI gigafactories in early 2026 and close it in summer 2026, as the bloc seeks to catch up with the US (Mauro Orru/Wall Street Journal)

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AI legal software startup Harvey raised $160M led by a16z at an $8B valuation, up from $3B after raising $300M in February, taking its funding in 2025 to $760M (Michael J. de la Merced/New York Times)

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Yann LeCun says Meta will not back his unnamed AI startup, which will focus on advanced machine intelligence and world models, and hints it will be Paris-based (Benoit Berthelot/Bloomberg)

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The EU says it is gathering more info and feedback from ~200 stakeholders on Google's offer to fix alleged antitrust violations linked to its ad tech business (Bloomberg)

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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)

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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)

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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)

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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)

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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)

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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)

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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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Entries updated Dec 5, 2025 03:01:58 PM PST

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