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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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