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  • Sun Nov 23

FanDuel and CME Group launch a prediction market app called FanDuel Predicts in five US states, just days after DraftKings rolled out a similar product (Denitsa Tsekova/Bloomberg)

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Italy's competition watchdog fines Apple €98.6M, saying the company's ATT rules are "disproportionate" and "harmful" to app developers and advertisers (Joe Rossignol/MacRumors)

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Sources: Erebor, Palmer Luckey's digital bank, raised $350M led by Lux Capital at a $4.35B post-money valuation; it secured FDIC approval last week (Axios)

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Alphabet agrees to acquire data center company Intersect for $4.75B in cash, plus its existing debt, as part of its push to expand its AI data center footprint (Bloomberg)

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Instacart scraps all item price tests after customer pushback, and won't charge different prices for the same items bought from the same store at the same time (Chris Wack/Wall Street Journal)

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Paramount says Larry Ellison "agreed to provide an irrevocable personal guarantee of $40.4B" for its WBD bid, after WBD's board raised concerns about the offer (Sara Salinas/CNBC)

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Investigation: in 22 US states, Uber approves drivers with many types of convictions, such as violent felonies, that are over seven years old to keep costs low (Emily Steel/New York Times)

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Sources: Nvidia plans to begin shipping its H200 chips to China before mid-February 2026 and expects initial shipments to be ~40,000 to 80,000 H200 units (Reuters)

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Chinese AI chipmaker Biren Technology plans to raise up to ~$623M in a Hong Kong IPO, pricing shares at ~$2.19 to ~$2.52, and expects trading to start January 2 (Sherry Qin/Wall Street Journal)

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Investigation: internal Binance files show it failed to stop hundreds of millions in crypto from flowing through suspicious accounts, even after a 2023 US deal (Financial Times)

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Sequoia, a16z, and other VC firms invested $1.2B+ into police and public safety tech startups over the past year, following the success of Palantir and others (Abram Brown/The Information)

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How the global AI boom is driven by thousands of newcomers, diluting Big Tech's infrastructure dominance; US data center credit deals hit $178.5B in 2025 so far (Bloomberg)

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Filings: Chinese AI startups Zhipu and MiniMax report 2024 revenue of $44.4M and $30.5M, respectively, as both prepare for Hong Kong IPOs in the coming weeks (Bloomberg)

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Google's TPUs and Gemini are competitive but Nvidia's and OpenAI's first-mover advantage makes their lead seem durable, and Google faces the innovator's dilemma (SiliconANGLE)

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Some US schools are deploying AI surveillance tech like facial recognition and listening devices; critics say there is little evidence they make school safer (Thomas Brewster/Forbes)

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A look at Google's TPU evolution, its decision to sell chips to competitors after 12 years of internal use, the TPU vs. GPU architecture showdown, and more (The Chip Letter)

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A look at stablecoin-powered neobanks like Rizon and Dakota that are offering dollar-denominated digital banking services to customers worldwide (Emily Mason/Bloomberg)

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Q&A with iRobot co-founder Colin Angle on the company's Chapter 11 bankruptcy, regulatory pressure that killed Amazon's deal, his new robotics startup, and more (Connie Loizos/TechCrunch)

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Adam Mosseri says "maybe we'll need" premium longform video for Instagram, and that TikTok's US sale turmoil has given Meta time to retune algorithms (Max Tani/Semafor)

2d
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Waymo resumes its robotaxi service in SF after suspending it during a blackout, and says most trips finished before vehicles returned to depots or pulled over (CNBC)

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Uber plans to trial driverless taxis in London using Baidu's Apollo Go RT6 robotaxis, starting in H1 2026 with services available by the end of 2026 (Bloomberg)

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Some experts in the human-computer interaction field say making AI chatbots act humanlike creates cognitive dissonance for users over how much to trust them (Kashmir Hill/New York Times)

2d
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Pirate activist group Anna's Archive says it scraped 86M music files and 256M rows of track metadata from Spotify, and releases them in ~300TB of torrent files (Mitchell Peters/Billboard)

2d
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A look at military tech startup Shield AI, recently valued at $5.6B, and its new CEO Gary Steele, who aims to grow annual revenue from $300M to $1B by 2028 (Jessica Mathews/Fortune)

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Private equity firms led by Permira and Warburg Pincus agree to buy Clearwater Analytics, in a deal valuing the financial software maker at $8.4B including debt (Ryan Gould/Bloomberg)

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Echo, which uses AI agents to build Docker images that eliminate vulnerabilities at the source, raised a $35M Series A, bringing its total funding to $50M (Ionut Arghire/SecurityWeek)

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Sources: DHS is investigating whether six staffers misled CISA's acting director into taking a polygraph that he failed, compounding instability at the agency (John Sakellariadis/Politico)

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Source: OpenAI's share of revenue after the cost of running AI models for paying users has jumped to ~70% in October, up from ~52% at the end of 2024 (Sri Muppidi/The Information)

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Sources detail SoftBank's efforts to raise funds as it races to close its $22.5B funding commitment to OpenAI by the end of this year (Reuters)

3d
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Sources: tech lobbyists say that David Sacks' push for an EO blocking state AI laws undercut their efforts to craft a permanent, bipartisan federal solution (Politico)

3d
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Q&A with Blizzard President Johanna Faries on company staff bonus transparency, working under Xbox leadership, restoring the NetEase partnership, and more (Jason Schreier/Bloomberg)

3d
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US CHIPS Act-funded SMART USA Institute, focused on digital twins for chipmaking, says the Department of Commerce will terminate its $285M five-year contract (Samuel K. Moore/IEEE Spectrum)

3d
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Q&A with Harvard economist Jason Furman, who consults for OpenAI, on the similarities between the AI boom and the dot-com era, AI's impact on jobs, and more (Shirin Ghaffary/Bloomberg)

3d
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DataLane, which is using AI to build an identity graph to map local businesses across the US, raised a $22.5M Series A led by Amplify Partners (Chris Metinko/Axios)

3d
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Waymo says it temporarily suspended its ride-hailing service in San Francisco during a citywide blackout, as downed traffic lights appeared to halt its vehicles (Joe Rivano Barros/Mission Local)

3d
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A look at Tokyo-based neocloud provider Datasection, which sources say has a $1.2B+ contract giving Tencent access to a large share of its 15K Blackwell chips (Financial Times)

3d
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METR: Claude Opus 4.5 has a 50% task completion time horizon of about 4 hours and 49 minutes, more than double that of Claude Opus 4 released earlier this year (@metr_evals)

3d
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Chinese AI chipmaker Moore Threads announces a new generation of chips slated for mass production from 2026, just weeks after its blockbuster IPO in China (Bloomberg)

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Surveillance tools exported by China, based on US tech and obtained by Chinese companies, to countries like Nepal are being used to stifle Tibetan refugees (Associated Press)

3d
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A profile of Josh Woodward, the head of Google Labs who is credited with turning around the Gemini app, growing its MAUs from 350M in March to 650M by October (Jennifer Elias/CNBC)

3d
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S&P Global: data center deals hit $61B globally in 2025; debt issuance nearly doubled YoY to $182B, with Meta raising $62B debt since 2022, ~50% of that in 2025 (April Roach/CNBC)

3d
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Google and Apple advise employees on H-1B and other visas not to travel outside the US due to processing delays, following new social media screening rules (Business Insider)

3d
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The RAISE Act requires AI companies with $500M+ in revenue to publish safety protocols and disclose safety incidents within 72 hours, with fines up to $3M (Isabelle Bousquette/Wall Street Journal)

3d
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Morgan Stanley: ad tiers account for 30% of Netflix subscribers and 50% of Disney+ subscribers; ad tiers accounted for all US net subscriber additions in 2025 (Max Knoblauch/Sherwood News)

3d
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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)

4d
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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)

4d
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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)

4d
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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)

4d
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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)

4d
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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)

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Entries updated Dec 24, 2025 06:09:38 AM PST

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