773 news...
1. Sources detail Nscale’s setbacks ahead of an IPO at up to a $35B valuation, including a six-month delay in Norway and penalties owed to Microsoft and ByteDance (Bloomberg)
Featured Podcasts The Upstarts Podcast: The $7B Startup Mapping Your Health In Just One Hour | Neko’s Hjalmar Nilsonne Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI,...
2. Austin-based RapidCanvas, which uses agents to help businesses build custom AI tools, raised a ∼$29M Series B led by Vertex Ventures and Hitachi Ventures (Chris Metinko/Axios)
Featured Podcasts The Upstarts Podcast: The $7B Startup Mapping Your Health In Just One Hour | Neko’s Hjalmar Nilsonne Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI,...
3. Microsoft unveils MAI-Base-2, a MoE model with 2.8T total and 80B active parameters, claiming 4x-12x more pretraining FLOPs-efficiency than DeepSeek-V4-Pro-Base (Microsoft AI)
Featured Podcasts The Upstarts Podcast: The $7B Startup Mapping Your Health In Just One Hour | Neko’s Hjalmar Nilsonne Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI,...
4. OpenAI continues to work to grow its ad business in ChatGPT, cutting ad rates, chasing small and midsize businesses, and hiring some new talent from Meta (Alix Coutures/The Information)
Featured Podcasts The Upstarts Podcast: The $7B Startup Mapping Your Health In Just One Hour | Neko’s Hjalmar Nilsonne Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI,...
5. The White House’s AI task force begins its 120-day window to evaluate AI, including producing a risk report, implementing the White House Accord on SI, and more (Ashley Gold/Semafor)
Featured Podcasts The Upstarts Podcast: The $7B Startup Mapping Your Health In Just One Hour | Neko’s Hjalmar Nilsonne Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI,...
6. Opsin, which helps companies show where AI agents are active, what data they access, and flag risky behavior, raised $21M led by SYN Ventures and Race Capital (Stephen Council/Business Insider)
Featured Podcasts The Upstarts Podcast: The $7B Startup Mapping Your Health In Just One Hour | Neko’s Hjalmar Nilsonne Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI,...
7. Netflix Chief Content Officer Bela Bajaria is leaving the company and will be replaced by former Disney and Fox executive Peter Rice, who starts October 26 (Rebecca Rubin/Variety)
Featured Podcasts The Upstarts Podcast: The $7B Startup Mapping Your Health In Just One Hour | Neko’s Hjalmar Nilsonne Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI,...
8. Bluesky expands Attie, its AI tool for building custom feeds, with a “social vibe coding” feature to create sites, games, quizzes, and more on the AT Protocol (Sarah Perez/TechCrunch)
Featured Podcasts The Upstarts Podcast: The $7B Startup Mapping Your Health In Just One Hour | Neko’s Hjalmar Nilsonne Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI,...
9. Two US officials and a Western official say the order to limit Ukraine’s access to SpaceX’s Starshield came from inside the White House (Reuters)
Featured Podcasts The Upstarts Podcast: The $7B Startup Mapping Your Health In Just One Hour | Neko’s Hjalmar Nilsonne Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI,...
10. Perplexity open sources SPACE, its AI agent sandbox, and says partners including CoreWeave, Akamai, and Crusoe agreed to offer SPACE to customers (Reed Albergotti/Semafor)
Featured Podcasts The Upstarts Podcast: The $7B Startup Mapping Your Health In Just One Hour | Neko’s Hjalmar Nilsonne Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI,...
11. Perplexity open sources SPACE, its AI agent sandbox, and says partners including CoreWeave, Akamai, and Crusoe agreed to offer SPACE to customers (Reed Albergotti/Semafor)
Featured Podcasts The Upstarts Podcast: The $7B Startup Mapping Your Health In Just One Hour | Neko’s Hjalmar Nilsonne Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI,...
12. A US official says Trump didn’t order any limitations on Ukraine’s access to SpaceX’s Starshield; Elon Musk said any limits are ultimately decided by POTUS (Kate Sullivan/Bloomberg)
Featured Podcasts The Upstarts Podcast: The $7B Startup Mapping Your Health In Just One Hour | Neko’s Hjalmar Nilsonne Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI,...
13. A US official says Trump didn’t order any limitations on Ukraine’s access to SpaceX’s Starshield; Elon Musk said any limits are ultimately decided by POTUS (Kate Sullivan/Bloomberg)
Featured Podcasts The Upstarts Podcast: The $7B Startup Mapping Your Health In Just One Hour | Neko’s Hjalmar Nilsonne Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI,...
14. A researcher says modern neural networks are far more interpretable than believed, with most neurons understandable in models up to trillions of parameters (Nick Cammarata/Goodfire)
Featured Podcasts The Upstarts Podcast: The $7B Startup Mapping Your Health In Just One Hour | Neko’s Hjalmar Nilsonne Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI,...
15. Sources: some Anthropic investors discussed a ~$1.5T valuation for its IPO, down from ~$2T they had expected, after disclosures showed slowing Q3 revenue growth (Reuters)
Featured Podcasts The Upstarts Podcast: The $7B Startup Mapping Your Health In Just One Hour | Neko’s Hjalmar Nilsonne Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI,...
16. A researcher says modern neural networks are far more interpretable than believed, with most neurons understandable in models up to trillions of parameters (Nick Cammarata/Goodfire)
Featured Podcasts The Upstarts Podcast: The $7B Startup Mapping Your Health In Just One Hour | Neko’s Hjalmar Nilsonne Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI,...
17. Sources: some Anthropic investors discussed a ~$1.5T valuation for its IPO, down from ~$2T they had expected, after disclosures showed slowing Q3 revenue growth (Reuters)
Featured Podcasts The Upstarts Podcast: The $7B Startup Mapping Your Health In Just One Hour | Neko’s Hjalmar Nilsonne Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI,...
18. Experts say Meta’s new terms of use will allow scraping of websites, including news sites, “associated with” business accounts on its platforms, with no opt out (Nieman Lab)
Featured Podcasts The Upstarts Podcast: The $7B Startup Mapping Your Health In Just One Hour | Neko’s Hjalmar Nilsonne Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI,...
19. Experts say Meta’s new terms of use will allow scraping of websites, including news sites, “associated with” business accounts on its platforms, with no opt out (Nieman Lab)
Featured Podcasts The Upstarts Podcast: The $7B Startup Mapping Your Health In Just One Hour | Neko’s Hjalmar Nilsonne Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI,...
20. Thoma Bravo-owned cybersecurity company Proofpoint plans to buy data security firm Varonis Systems in an all-cash deal valued at about $6.3B (Jaspreet Singh/Reuters)
Featured Podcasts The Upstarts Podcast: The $7B Startup Mapping Your Health In Just One Hour | Neko’s Hjalmar Nilsonne Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI,...
21. Thoma Bravo-owned cybersecurity company Proofpoint plans to buy data security firm Varonis Systems in an all-cash deal valued at about $6.3B (Jaspreet Singh/Reuters)
Featured Podcasts The Upstarts Podcast: The $7B Startup Mapping Your Health In Just One Hour | Neko’s Hjalmar Nilsonne Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI,...
22. Sources: top DOJ officials halt career prosecutors’ Biden-era investigation of Meta over facilitating illegal drug sales and are weighing more lenient options (Ben Penn/Bloomberg Law)
Featured Podcasts The Upstarts Podcast: The $7B Startup Mapping Your Health In Just One Hour | Neko’s Hjalmar Nilsonne Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI,...
23. Two workers have been killed and another seriously injured at Intel’s Kiryat Gat fab in Israel in an explosion resulting from a gas cylinder malfunctioning (CTech)
Featured Podcasts The Upstarts Podcast: The $7B Startup Mapping Your Health In Just One Hour | Neko’s Hjalmar Nilsonne Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI,...
24. Google says it has 400+ publications in its News AI pilot, which tests features like overviews; participants include Financial Times, CNN, and The Texas Tribune (Andrew Deck/Nieman Lab)
Featured Podcasts The Upstarts Podcast: The $7B Startup Mapping Your Health In Just One Hour | Neko’s Hjalmar Nilsonne Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI,...
25. Volvo says it will use Nvidia’s Hyperion platform to launch a Level 2++ hands-free, point-to-point automated driving system by 2030 (Andrew J. Hawkins/The Verge)
Featured Podcasts The Upstarts Podcast: The $7B Startup Mapping Your Health In Just One Hour | Neko’s Hjalmar Nilsonne Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI,...
26. Meta releases Muse Spark Open, saying it is the most capable US open-weight model, with 816B total and 42B active parameters and a 1M-token context window (Meta AI Research)
Featured Podcasts The Upstarts Podcast: The $7B Startup Mapping Your Health In Just One Hour | Neko’s Hjalmar Nilsonne Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI,...
27. Sunbound, which makes software for handling billing, insurance claims, and payments for senior living operators, raised a $24M Series A led by TTV Capital (Ryan Lawler/Axios)
Featured Podcasts The Upstarts Podcast: The $7B Startup Mapping Your Health In Just One Hour | Neko’s Hjalmar Nilsonne Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI,...
28. Sources: Binance.US seeks to raise up to $100M, targeting a ~$1B valuation in the private round, as it aims to expand its US business; WLF is not participating (Bloomberg)
Featured Podcasts The Upstarts Podcast: The $7B Startup Mapping Your Health In Just One Hour | Neko’s Hjalmar Nilsonne Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI,...
29. Alexandr Wang says ex-Apple exec Daniel Gross, now at Meta, helped bring Meta and Apple together: “we’re excited for mommy and daddy to be playing nice again” (Ina Fried/Axios)
Featured Podcasts The Upstarts Podcast: The $7B Startup Mapping Your Health In Just One Hour | Neko’s Hjalmar Nilsonne Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI,...
30. Nvidia launches Nemotron 3.5 Super VL, a 120B-parameter open model for enterprise agents, and says it outperforms frontier models on specialized benchmarks (Carl Franzen/VentureBeat)
Featured Podcasts The Upstarts Podcast: The $7B Startup Mapping Your Health In Just One Hour | Neko’s Hjalmar Nilsonne Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI,...
31. Anthropic says it is giving employee-like access to METR as part of its pledge to partner with evaluators for assessment of its models and safety practices (Anthropic)
Featured Podcasts The Upstarts Podcast: The $7B Startup Mapping Your Health In Just One Hour | Neko’s Hjalmar Nilsonne Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI,...
32. Meta says it worked with Apple to make Muse Spark Open run locally on M5 Ultra Mac Studios, letting users pair two to four Studios to code or do agentic work (CNBC)
Featured Podcasts The Upstarts Podcast: The $7B Startup Mapping Your Health In Just One Hour | Neko’s Hjalmar Nilsonne Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI,...
33. E Ink unveils Kaleido 4, its next-gen color e-paper tech, replacing the Kaleido 3 displays currently used by brands including Amazon, Kobo, and PocketBook (Andrew Liszewski/The Verge)
Featured Podcasts The Upstarts Podcast: The $7B Startup Mapping Your Health In Just One Hour | Neko’s Hjalmar Nilsonne Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI,...
34. Memo: Accenture has told many employees, some of whom had been spending as much as $1,000 monthly, that it will now only spend $29 a month per person on Claude (Joseph Cox/404 Media)
Featured Podcasts The Upstarts Podcast: The $7B Startup Mapping Your Health In Just One Hour | Neko’s Hjalmar Nilsonne Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI,...
35. BofA says it hired 1,000 contractors in Q2 to support 3,000 internal staff in patching proprietary and vendor software flaws exposed by AI models like Mythos (Hugh Son/CNBC)
Featured Podcasts The Upstarts Podcast: The $7B Startup Mapping Your Health In Just One Hour | Neko’s Hjalmar Nilsonne Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI,...
36. An interview with John Ternus, who says the memory shortage is “a crisis” and “all options should be on the table”, and that Tim Cook “has great relationships” (Andrew R. Chow/Time)
Featured Podcasts The Upstarts Podcast: The $7B Startup Mapping Your Health In Just One Hour | Neko’s Hjalmar Nilsonne Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI,...
37. Portland-based Mueon, which says its AI server racks could fit up to 10x more computing capacity, raised $65M led by Maverick Silicon, with Intel participating (Phoebe Liu/The Information)
Featured Podcasts The Upstarts Podcast: The $7B Startup Mapping Your Health In Just One Hour | Neko’s Hjalmar Nilsonne Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI,...
38. Q&A with Dwarkesh Patel on his podcast, lessons from history, AGI, the mood in San Francisco, the Hugging Face hack, Chinese AI, pacing the frontier, and more (New York Times)
Featured Podcasts The Upstarts Podcast: The $7B Startup Mapping Your Health In Just One Hour | Neko’s Hjalmar Nilsonne Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI,...
39. North.cloud, which helps companies watch their cloud, AI and data spend, raised a $60M Series B led by PeakSpan Capital, taking its total funding to $67M (Chris Metinko/Axios)
Featured Podcasts The Upstarts Podcast: The $7B Startup Mapping Your Health In Just One Hour | Neko’s Hjalmar Nilsonne Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI,...
40. Amazon launches two AI wearables, the $75 Bee Frontier wristband and $100 Bee Eclipse magnetic phone-attachment recorder, with a $12/month Bee Pro subscription (Bloomberg)
Featured Podcasts The Upstarts Podcast: The $7B Startup Mapping Your Health In Just One Hour | Neko’s Hjalmar Nilsonne Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI,...
41. Ledger unveils Atom, an $899 data-only Android-based smartphone companion device launching in summer 2027, as it pauses some sales following hardware tampering (Dominic Preston/The Verge)
Featured Podcasts The Upstarts Podcast: The $7B Startup Mapping Your Health In Just One Hour | Neko’s Hjalmar Nilsonne Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI,...
42. A profile of Marc Andreessen, who sources say is close to White House COS Susie Wiles and has publicly described a fallout with Biden officials over AI policy (Austin Carr/Bloomberg)
Featured Podcasts The Upstarts Podcast: The $7B Startup Mapping Your Health In Just One Hour | Neko’s Hjalmar Nilsonne Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI,...
43. Sources: OpenAI executives have warned staff over potential espionage like honey pots and insider threats and told them to adopt operational security measures (Wall Street Journal)
Featured Podcasts The Upstarts Podcast: The $7B Startup Mapping Your Health In Just One Hour | Neko’s Hjalmar Nilsonne Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI,...
44. Sources and docs: while Bo Hines helped craft the crypto-friendly Genius Act, he had a 33% stake in consulting firm Nxum, which received millions from Tether (Sam Kessler/Wall Street Journal)
Featured Podcasts The Upstarts Podcast: The $7B Startup Mapping Your Health In Just One Hour | Neko’s Hjalmar Nilsonne Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI,...
45. Nvidia’s RTX Spark Superchip in the Surface Laptop Ultra outperforms Apple’s M5 Max MacBook Pro by ~25% in agentic AI completion benchmarks using Qwen models (Jeffrey Kampman/Tom’s Hardware)
Featured Podcasts The Upstarts Podcast: The $7B Startup Mapping Your Health In Just One Hour | Neko’s Hjalmar Nilsonne Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI,...
46. Abdulrahman Alfozan, who worked at Meta and gained US residency in 2020, advised Saudi organizations and is listed as a venture partner at Riyadh-based RAED (Emmy Martin/New York Times)
Featured Podcasts BG2 Pod: Jensen Huang | Does AI Revenue Justify Capex, ’27 AI Bottlenecks, Singularity, Open vs Closed & more Open-source podcast on all things tech, markets, investing, and capitalism, hosted by Brad Gerstner. Subscribe to BG2...
47. AI industry extinction warnings are genuine rather than corporate plots for regulatory capture or hype, and they go as far back as the mid-2000s and the 2010s (Scott Alexander/Astral Codex Ten)
Featured Podcasts BG2 Pod: Jensen Huang | Does AI Revenue Justify Capex, ’27 AI Bottlenecks, Singularity, Open vs Closed & more Open-source podcast on all things tech, markets, investing, and capitalism, hosted by Brad Gerstner. Subscribe to BG2...
48. A hack of Internet-connected fridge controllers across ~700 European supermarkets exploited critical vulnerabilities in three models flagged by Claroty and CISA (Dan Goodin/Ars Technica)
Featured Podcasts BG2 Pod: Jensen Huang | Does AI Revenue Justify Capex, ’27 AI Bottlenecks, Singularity, Open vs Closed & more Open-source podcast on all things tech, markets, investing, and capitalism, hosted by Brad Gerstner. Subscribe to BG2...
49. Filing: Abdulrahman Alfozan, his wife, and a family member booked one-way tickets from the US to Saudi Arabia for October 12; the FBI arrested him on October 9 (Rachel Metz/Bloomberg)
Featured Podcasts BG2 Pod: Jensen Huang | Does AI Revenue Justify Capex, ’27 AI Bottlenecks, Singularity, Open vs Closed & more Open-source podcast on all things tech, markets, investing, and capitalism, hosted by Brad Gerstner. Subscribe to BG2...
50. Source: the US FTC issues ~50-page civil investigative demands to OpenAI and Anthropic over safety incidents, safeguarding practices, and consumer protection (Maria Curi/Axios)
Featured Podcasts BG2 Pod: Jensen Huang | Does AI Revenue Justify Capex, ’27 AI Bottlenecks, Singularity, Open vs Closed & more Open-source podcast on all things tech, markets, investing, and capitalism, hosted by Brad Gerstner. Subscribe to BG2...
51. TSMC CEO C.C. Wei says the company is in talks over Elon Musk’s Texas-based Terafab project, but stresses that any participating fab “has got to be run by TSMC” (Debby Wu/Bloomberg)
Featured Podcasts BG2 Pod: Jensen Huang | Does AI Revenue Justify Capex, ’27 AI Bottlenecks, Singularity, Open vs Closed & more Open-source podcast on all things tech, markets, investing, and capitalism, hosted by Brad Gerstner. Subscribe to BG2...
52. Ramp raised $1.85B led by Dragoneer at a $60B valuation, up from $44B after raising $750M in June, and hits $2B in annualized revenue, up from $1.5B in June (Rebecca Torrence/Bloomberg)
Featured Podcasts BG2 Pod: Jensen Huang | Does AI Revenue Justify Capex, ’27 AI Bottlenecks, Singularity, Open vs Closed & more Open-source podcast on all things tech, markets, investing, and capitalism, hosted by Brad Gerstner. Subscribe to BG2...
53. Survey: nearly 40% of US adults, and ~50% of those aged 18 to 29, participate in an online community; social media is the primary venue for online communities (Pew Research Center)
Featured Podcasts BG2 Pod: Jensen Huang | Does AI Revenue Justify Capex, ’27 AI Bottlenecks, Singularity, Open vs Closed & more Open-source podcast on all things tech, markets, investing, and capitalism, hosted by Brad Gerstner. Subscribe to BG2...
54. Citizen Lab details AdFection, a zero-click spyware campaign where an Israeli ad company routed targets to spyware servers and infected dozens of devices (Wired)
Featured Podcasts BG2 Pod: Jensen Huang | Does AI Revenue Justify Capex, ’27 AI Bottlenecks, Singularity, Open vs Closed & more Open-source podcast on all things tech, markets, investing, and capitalism, hosted by Brad Gerstner. Subscribe to BG2...
55. TSMC says it plans to build an additional 3nm fab in Tainan, Taiwan, set for production in H1 2028, alongside its 3nm capacity in Arizona and Japan’s Kumamoto (Qianer Liu/The Information)
Featured Podcasts BG2 Pod: Jensen Huang | Does AI Revenue Justify Capex, ’27 AI Bottlenecks, Singularity, Open vs Closed & more Open-source podcast on all things tech, markets, investing, and capitalism, hosted by Brad Gerstner. Subscribe to BG2...
56. Sources: the EU is negotiating with China to lift sanctions on an unnamed Chinese company in exchange for China lifting sanctions on a German ASML supplier (Bloomberg)
Featured Podcasts Channels with Peter Kafka: How to Run a Political Campaign in the TikTok Era (And How Not To) Media and tech aren’t just intersecting – they’re fully intertwined. To understand how those worlds work, Peter Kafka talks to industry...
57. Salience Labs, which develops specialized all-optical circuit switching tech for AI data centers, raised a $125M Series B led by Bullhound Capital (Mike Wheatley/SiliconANGLE)
Featured Podcasts Channels with Peter Kafka: How to Run a Political Campaign in the TikTok Era (And How Not To) Media and tech aren’t just intersecting – they’re fully intertwined. To understand how those worlds work, Peter Kafka talks to industry...
58. Epic unveils a refresh of its Epic Games Launcher for PC in preview, saying that the new version is “vibe coded” and “way faster”, and now supports Linux (Jay Peters/The Verge)
Featured Podcasts Channels with Peter Kafka: How to Run a Political Campaign in the TikTok Era (And How Not To) Media and tech aren’t just intersecting – they’re fully intertwined. To understand how those worlds work, Peter Kafka talks to industry...
59. A profile of Abdulrahman Alfozan, a Saudi national who the FBI arrested after OpenAI discovered a recording device and who has deep connections in Saudi Arabia (Financial Times)
Featured Podcasts Channels with Peter Kafka: How to Run a Political Campaign in the TikTok Era (And How Not To) Media and tech aren’t just intersecting – they’re fully intertwined. To understand how those worlds work, Peter Kafka talks to industry...
60. AI infrastructure startup Modal raised a $750M Series D led by Accel at a $15.75B post-money valuation, taking its total funding to $1.2B, and passes $1B ARR (Chris Metinko/Axios)
Featured Podcasts Channels with Peter Kafka: How to Run a Political Campaign in the TikTok Era (And How Not To) Media and tech aren’t just intersecting – they’re fully intertwined. To understand how those worlds work, Peter Kafka talks to industry...
61. Amazon Alexa Tablet 12 Pro review: gorgeous screen, Android apps, and nice design and build quality, but Amazon’s bloatware is pervasive and Alexa+ is subpar (David Pierce/The Verge)
Featured Podcasts Channels with Peter Kafka: How to Run a Political Campaign in the TikTok Era (And How Not To) Media and tech aren’t just intersecting – they’re fully intertwined. To understand how those worlds work, Peter Kafka talks to industry...
62. Jensen Huang announces $2B in new European Nvidia investments, including in French startups Doctolib and Genesis AI, adding to $8B invested over the past year (Benoit Berthelot/Bloomberg)
Featured Podcasts Channels with Peter Kafka: How to Run a Political Campaign in the TikTok Era (And How Not To) Media and tech aren’t just intersecting – they’re fully intertwined. To understand how those worlds work, Peter Kafka talks to industry...
63. Booking Holdings launches Vayo, a travel startup that uses AI agents to track booking confirmations, price drops, and more, with a planned $100M investment (Todd Bishop/GeekWire)
Featured Podcasts Channels with Peter Kafka: How to Run a Political Campaign in the TikTok Era (And How Not To) Media and tech aren’t just intersecting – they’re fully intertwined. To understand how those worlds work, Peter Kafka talks to industry...
64. Berkshire Hathaway invests an additional $330M in Bending Spoons, taking its stake to 4%, after investing $600M during Bending Spoons’ July IPO; BSP jumps 40%+ (Peter Wells/Financial Times)
Featured Podcasts Channels with Peter Kafka: How to Run a Political Campaign in the TikTok Era (And How Not To) Media and tech aren’t just intersecting – they’re fully intertwined. To understand how those worlds work, Peter Kafka talks to industry...
65. Google plans to acquire power from AEP’s Cheyenne Fuel Cell under a 20-year deal; AEP will invest ~$4B in the Wyoming fuel cell project using Bloom’s tech (Kelly Cloonan/Wall Street Journal)
Featured Podcasts Channels with Peter Kafka: How to Run a Political Campaign in the TikTok Era (And How Not To) Media and tech aren’t just intersecting – they’re fully intertwined. To understand how those worlds work, Peter Kafka talks to industry...
66. Memo: Netflix is cutting 6% of its staff, or ~1,000 jobs globally across product, tech, legal, and HR, its biggest layoffs since 2022, amid slowing growth (Wall Street Journal)
Featured Podcasts Channels with Peter Kafka: How to Run a Political Campaign in the TikTok Era (And How Not To) Media and tech aren’t just intersecting – they’re fully intertwined. To understand how those worlds work, Peter Kafka talks to industry...
67. GlobalFoundries plans to build two “essential chip” plants in Malta, New York, backed by up to $21B from Japan; the US will take a 4% stake in GlobalFoundries (Bloomberg)
Featured Podcasts Channels with Peter Kafka: How to Run a Political Campaign in the TikTok Era (And How Not To) Media and tech aren’t just intersecting – they’re fully intertwined. To understand how those worlds work, Peter Kafka talks to industry...
68. Harmonic Security, which uses small language models to inspect employee interactions with AI tools, raised a $50M Series B, taking its total funding to $76M (Duncan Riley/SiliconANGLE)
Featured Podcasts Channels with Peter Kafka: How to Run a Political Campaign in the TikTok Era (And How Not To) Media and tech aren’t just intersecting – they’re fully intertwined. To understand how those worlds work, Peter Kafka talks to industry...
69. US law enforcement and intel agency docs: since 2021, the FBI, DHS, and NYPD have viewed AI as both a facilitator of violent extremism and a target for attacks (The Guardian)
Featured Podcasts Channels with Peter Kafka: How to Run a Political Campaign in the TikTok Era (And How Not To) Media and tech aren’t just intersecting – they’re fully intertwined. To understand how those worlds work, Peter Kafka talks to industry...
70. Bengaluru-based Scimplify, which uses AI agents and 500+ partner manufacturing facilities to accelerate chemical production, raised $25M led by Hitachi Ventures (Jagmeet Singh/TechCrunch)
Featured Podcasts Channels with Peter Kafka: How to Run a Political Campaign in the TikTok Era (And How Not To) Media and tech aren’t just intersecting – they’re fully intertwined. To understand how those worlds work, Peter Kafka talks to industry...
71. The EU Commission’s AI Office launches formal AI Act probes into OpenAI and Anthropic over AI agent hacks; experts say the AI Act includes an R&D exemption (Luca Bertuzzi/Euronews)
Featured Podcasts Channels with Peter Kafka: How to Run a Political Campaign in the TikTok Era (And How Not To) Media and tech aren’t just intersecting – they’re fully intertwined. To understand how those worlds work, Peter Kafka talks to industry...
72. US law enforcement and intel agency docs: since 2021, the FBI, DHS, and NYPD have viewed AI as both a facilitator of violent extremism and a target for attacks (The Guardian)
Featured Podcasts Channels with Peter Kafka: How to Run a Political Campaign in the TikTok Era (And How Not To) Media and tech aren’t just intersecting – they’re fully intertwined. To understand how those worlds work, Peter Kafka talks to industry...
73. Bengaluru-based Scimplify, which uses AI agents and 500+ partner manufacturing facilities to accelerate chemical production, raised $25M led by Hitachi Ventures (Jagmeet Singh/TechCrunch)
Featured Podcasts Channels with Peter Kafka: How to Run a Political Campaign in the TikTok Era (And How Not To) Media and tech aren’t just intersecting – they’re fully intertwined. To understand how those worlds work, Peter Kafka talks to industry...
74. The EU Commission’s AI Office launches formal AI Act probes into OpenAI and Anthropic over AI agent hacks; experts say the AI Act includes an R&D exemption (Luca Bertuzzi/Euronews)
Featured Podcasts Channels with Peter Kafka: How to Run a Political Campaign in the TikTok Era (And How Not To) Media and tech aren’t just intersecting – they’re fully intertwined. To understand how those worlds work, Peter Kafka talks to industry...
75. Inside the making of Rockstar’s GTA VI, which analysts expect to sell 40M copies and make $3B+ in revenue in its first four months; Rockstar now has 4,711 staff (Jason Schreier/Bloomberg)
Featured Podcasts Channels with Peter Kafka: How to Run a Political Campaign in the TikTok Era (And How Not To) Media and tech aren’t just intersecting – they’re fully intertwined. To understand how those worlds work, Peter Kafka talks to industry...
76. Analysis: AI safety groups and individual donors have spent $48M in the midterm election cycle across bipartisan races to back candidates favoring AI regulation (Maria Curi/Axios)
Featured Podcasts Channels with Peter Kafka: How to Run a Political Campaign in the TikTok Era (And How Not To) Media and tech aren’t just intersecting – they’re fully intertwined. To understand how those worlds work, Peter Kafka talks to industry...
77. China’s industrial dominance is driven by competitive local governments that act like venture capital firms, making it a continent-sized Silicon Valley (Works in Progress Magazine)
Featured Podcasts Channels with Peter Kafka: How to Run a Political Campaign in the TikTok Era (And How Not To) Media and tech aren’t just intersecting – they’re fully intertwined. To understand how those worlds work, Peter Kafka talks to industry...
78. CoreWeave says it is targeting insurers’ “unlimited” capital, as the AI cloud provider seeks cheaper ways to fund the tens of billions it is spending on chips (Ryan McMorrow/Financial Times)
Featured Podcasts Channels with Peter Kafka: How to Run a Political Campaign in the TikTok Era (And How Not To) Media and tech aren’t just intersecting – they’re fully intertwined. To understand how those worlds work, Peter Kafka talks to industry...
79. Ukraine’s drone strikes on Yandex data centers disrupted Yandex’s web crawlers, not Russian political bot operations, as Zelenskyy celebrated “less division” (Gaby Del Valle/The Verge)
Featured Podcasts Channels with Peter Kafka: How to Run a Political Campaign in the TikTok Era (And How Not To) Media and tech aren’t just intersecting – they’re fully intertwined. To understand how those worlds work, Peter Kafka talks to industry...
80. Jensen Huang says Nvidia is pledging $250M in accelerated computing resources over five years to fund UK AI security and agentic safety research (Reuters)
Featured Podcasts Channels with Peter Kafka: How to Run a Political Campaign in the TikTok Era (And How Not To) Media and tech aren’t just intersecting – they’re fully intertwined. To understand how those worlds work, Peter Kafka talks to industry...
81. A deep dive on Amazon’s robotics efforts, resulting in 1M+ active warehouse robots; Amazon is still the world’s 2nd-largest corporate employer with 1.5M workers (Jeremy Hsu/Ars Technica)
Featured Podcasts Cheeky Pint: Muse Wonder: Zuckerberg and Wang’s $100B AI Stripe cofounder John Collison interviews founders, builders, and leaders over a pint. Subscribe to Cheeky Pint. Lenny’s Podcast: Why every company now needs to think and...
82. Anthropic says new measures like preserved thinking in Fable 5.1 and Opus 5.5 have reduced data harvesting through distillation attacks by about 90% to 99% (Anthropic)
Featured Podcasts Cheeky Pint: Muse Wonder: Zuckerberg and Wang’s $100B AI Stripe cofounder John Collison interviews founders, builders, and leaders over a pint. Subscribe to Cheeky Pint. Lenny’s Podcast: Why every company now needs to think and...
83. Character.AI files for Chapter 11 bankruptcy in the US, agrees to sell some assets to Disney for $20M, and plans to keep operating as it completes the sale (Rhea Rose Abraham/Reuters)
Featured Podcasts Cheeky Pint: Muse Wonder: Zuckerberg and Wang’s $100B AI Stripe cofounder John Collison interviews founders, builders, and leaders over a pint. Subscribe to Cheeky Pint. Lenny’s Podcast: Why every company now needs to think and...
84. IDC: Nvidia’s AI chip shipments in China fell 44% YoY to 678K in H1 2026, as its market share slid to 34% amid US export curbs and rising domestic competition (Reuters)
Featured Podcasts Cheeky Pint: Muse Wonder: Zuckerberg and Wang’s $100B AI Stripe cofounder John Collison interviews founders, builders, and leaders over a pint. Subscribe to Cheeky Pint. Lenny’s Podcast: Why every company now needs to think and...
85. A global chip stock sell-off deepens after Broadcom’s CEO likened AI investing to a casino, with Samsung down as much as 8.8%, SK Hynix 9.2%, and Micron 4% (Financial Times)
Featured Podcasts Cheeky Pint: Muse Wonder: Zuckerberg and Wang’s $100B AI Stripe cofounder John Collison interviews founders, builders, and leaders over a pint. Subscribe to Cheeky Pint. Lenny’s Podcast: Why every company now needs to think and...
86. China-based Transsion, which dominates the market for smartphones in Africa, raised $390M from a Hong Kong share sale after pricing the deal near the top end (Sangmi Cha/Bloomberg)
Featured Podcasts Cheeky Pint: Muse Wonder: Zuckerberg and Wang’s $100B AI Stripe cofounder John Collison interviews founders, builders, and leaders over a pint. Subscribe to Cheeky Pint. Lenny’s Podcast: Why every company now needs to think and...
87. Q&A with Mark Zuckerberg and Alexandr Wang on the Muse app, Muse Wonder, the risks of committing $100B+ to AI, rebooting Meta’s AI team, agentic commerce, more (Cheeky Pint)
Featured Podcasts Cheeky Pint: Muse Wonder: Zuckerberg and Wang’s $100B AI Stripe cofounder John Collison interviews founders, builders, and leaders over a pint. Subscribe to Cheeky Pint. Lenny’s Podcast: Why every company now needs to think and...
88. Sources: NTT Data is in advanced talks to build a data center for Anthropic in Osaka of up to 500 MW, among Japan’s largest, potentially costing $6.3B (Nikkei Asia)
Featured Podcasts Cheeky Pint: Muse Wonder: Zuckerberg and Wang’s $100B AI Stripe cofounder John Collison interviews founders, builders, and leaders over a pint. Subscribe to Cheeky Pint. Lenny’s Podcast: Why every company now needs to think and...
89. Japanese manufacturer Omron says it will acquire US industrial PC firm OnLogic and its parent company, Interlogic, for $675M, to boost its “physical AI” efforts (Anton Bridge/Reuters)
Featured Podcasts Cheeky Pint: Muse Wonder: Zuckerberg and Wang’s $100B AI Stripe cofounder John Collison interviews founders, builders, and leaders over a pint. Subscribe to Cheeky Pint. Lenny’s Podcast: Why every company now needs to think and...
90. Leading Chinese mathematicians launch an alliance, including eight orgs and aiming for 1,000+ scientists, to focus on developing specialized AI models for math (Chao Kong/South China Morning Post)
Featured Podcasts Cheeky Pint: Muse Wonder: Zuckerberg and Wang’s $100B AI Stripe cofounder John Collison interviews founders, builders, and leaders over a pint. Subscribe to Cheeky Pint. Lenny’s Podcast: Why every company now needs to think and...
91. Sources: JPMorgan and Goldman, leading a $5B loan sale with a yield of ~11% for AI startup Volta, took a rare move to limit exposure by underwriting just $1.3B (Claire Ruckin/Bloomberg)
Featured Podcasts Cheeky Pint: Muse Wonder: Zuckerberg and Wang’s $100B AI Stripe cofounder John Collison interviews founders, builders, and leaders over a pint. Subscribe to Cheeky Pint. Lenny’s Podcast: Why every company now needs to think and...
92. Anthropic researchers say small AI models may be months away from being able to self-replicate on IoT devices like smart ovens and off-brand Android TV boxes (Anthropic)
Featured Podcasts Cheeky Pint: Muse Wonder: Zuckerberg and Wang’s $100B AI Stripe cofounder John Collison interviews founders, builders, and leaders over a pint. Subscribe to Cheeky Pint. Lenny’s Podcast: Why every company now needs to think and...
93. Sources: Epic has delayed the release of an upcoming game, instructing developers to implement an “AI first” production model with “no more hand-written code” (Jason Schreier/Bloomberg)
Featured Podcasts Cheeky Pint: Muse Wonder: Zuckerberg and Wang’s $100B AI Stripe cofounder John Collison interviews founders, builders, and leaders over a pint. Subscribe to Cheeky Pint. Lenny’s Podcast: Why every company now needs to think and...
94. Suki, an AI ambient scribe for healthcare providers, raised a $90M Series E led by Healthier Capital; a source says it projects $60M-$80M in revenue this year (Brock E.W. Turner/Axios)
Featured Podcasts Cheeky Pint: Muse Wonder: Zuckerberg and Wang’s $100B AI Stripe cofounder John Collison interviews founders, builders, and leaders over a pint. Subscribe to Cheeky Pint. Lenny’s Podcast: Why every company now needs to think and...
95. Meta says Wonder includes Active Memory and Active Focus, two features designed to help AI systems perform more useful work over extended periods (Ina Fried/Axios)
Featured Podcasts Lenny’s Podcast: Why every company now needs to think and operate like a lab team | Josh Woodward (Google Labs, Gemini, AI Studio) Interviews with world-class product leaders and growth experts to uncover actionable advice to help...
96. Muse Wonder Full (max) outperforms Fable 5.1 (max) on Artificial Analysis’ Intelligence Index, matches Sonnet 5.5 (max), and is just shy of Opus 5.5 (max) (@artificialanlys)
Featured Podcasts Lenny’s Podcast: Why every company now needs to think and operate like a lab team | Josh Woodward (Google Labs, Gemini, AI Studio) Interviews with world-class product leaders and growth experts to uncover actionable advice to help...
97. An interview with Mark Zuckerberg, who says Meta has caught up with rivals at the frontier of AI with its Wonder model and rejects calls for a slowdown (Hannah Murphy/Financial Times)
Featured Podcasts Lenny’s Podcast: Why every company now needs to think and operate like a lab team | Josh Woodward (Google Labs, Gemini, AI Studio) Interviews with world-class product leaders and growth experts to uncover actionable advice to help...
98. Sources: Bumble is in advanced talks to be taken private at a ~$1B valuation by Ithaca Holdings, founded recently by two Silicon Valley execs; BMBL jumps 45%+ (Cara Lombardo/Wall Street Journal)
Featured Podcasts Lenny’s Podcast: Why every company now needs to think and operate like a lab team | Josh Woodward (Google Labs, Gemini, AI Studio) Interviews with world-class product leaders and growth experts to uncover actionable advice to help...
99. Meta introduces Muse Wonder and Muse Wonder Full, saying they deliver state-of-the-art performance on personal and professional agentic tasks (Meta AI Research)
Featured Podcasts Lenny’s Podcast: Why every company now needs to think and operate like a lab team | Josh Woodward (Google Labs, Gemini, AI Studio) Interviews with world-class product leaders and growth experts to uncover actionable advice to help...
100. Meta says Muse Wonder is available to Muse app subscribers, via Meta Model API, and Muse Code; Wonder Full is available to Muse Code subscribers (Jonathan Vanian/CNBC)
Featured Podcasts Lenny’s Podcast: Why every company now needs to think and operate like a lab team | Josh Woodward (Google Labs, Gemini, AI Studio) Interviews with world-class product leaders and growth experts to uncover actionable advice to help...
101. Meta says it plans to power its Muse AI agent with Wonder, starting with subscribers, and will develop specialized models it “can bring to everyone using Muse” (Robert Hart/The Verge)
Featured Podcasts Lenny’s Podcast: Why every company now needs to think and operate like a lab team | Josh Woodward (Google Labs, Gemini, AI Studio) Interviews with world-class product leaders and growth experts to uncover actionable advice to help...
102. Microsoft says Maia 300 racks will hold 96 chips and use ~167 kW of power and plans to roll out “multi-gigawatt deployments” of the chip starting next year (Reuters)
Featured Podcasts Lenny’s Podcast: Why every company now needs to think and operate like a lab team | Josh Woodward (Google Labs, Gemini, AI Studio) Interviews with world-class product leaders and growth experts to uncover actionable advice to help...
103. Cyberattacks on Sunday night targeted Danfoss-managed refrigeration systems across hundreds of French supermarkets, heating them to 50°C for roughly six hours (Jenny Che/Bloomberg)
Featured Podcasts Lenny’s Podcast: Why every company now needs to think and operate like a lab team | Josh Woodward (Google Labs, Gemini, AI Studio) Interviews with world-class product leaders and growth experts to uncover actionable advice to help...
104. How the Chinese scam industry is spreading beyond Asia’s fortified compounds as AI makes it cheaper and easier to run fake investment schemes and other scams (Bloomberg)
Featured Podcasts Lenny’s Podcast: Why every company now needs to think and operate like a lab team | Josh Woodward (Google Labs, Gemini, AI Studio) Interviews with world-class product leaders and growth experts to uncover actionable advice to help...
105. Getty enters a restructuring agreement to take the company private, with Getty family and Koch Equity committing to invest up to $533M to own 100% of Getty (Anhata Rooprai/Reuters)
Featured Podcasts Lenny’s Podcast: Why every company now needs to think and operate like a lab team | Josh Woodward (Google Labs, Gemini, AI Studio) Interviews with world-class product leaders and growth experts to uncover actionable advice to help...
106. A profile of Microsoft EVP of Copilot Charles Lamanna, a potential Satya Nadella successor; a source says Microsoft is on track to pay Anthropic $2B+ per year (Aaron Holmes/The Information)
Featured Podcasts Lenny’s Podcast: Why every company now needs to think and operate like a lab team | Josh Woodward (Google Labs, Gemini, AI Studio) Interviews with world-class product leaders and growth experts to uncover actionable advice to help...
107. Analysis: constructing and equipping a 1GW AI data center in Abilene, Texas, could cost ~$30B, including $17B on chips, $3B on power, and $2.4B on construction (Lynn Doan/Bloomberg)
Featured Podcasts Lenny’s Podcast: Why every company now needs to think and operate like a lab team | Josh Woodward (Google Labs, Gemini, AI Studio) Interviews with world-class product leaders and growth experts to uncover actionable advice to help...
108. Googlebooks hands-on: a rocky start, with severe connectivity, file-sharing, and software stability issues; core productivity software lacks full desktop parity (Dominic Preston/The Verge)
Featured Podcasts Lenny’s Podcast: Why every company now needs to think and operate like a lab team | Josh Woodward (Google Labs, Gemini, AI Studio) Interviews with world-class product leaders and growth experts to uncover actionable advice to help...
109. Global smartphone shipments fell 20% YoY in Q3 to a 14-year low amid memory shortages; Apple’s share crossed 20% for the first time in any Q3, reaching 22% (Counterpoint Research)
Featured Podcasts Lenny’s Podcast: Why every company now needs to think and operate like a lab team | Josh Woodward (Google Labs, Gemini, AI Studio) Interviews with world-class product leaders and growth experts to uncover actionable advice to help...
110. Elon Musk contributed $276M+ since July to Republican entities, including $158M to the Senate Leadership Fund; sources: he is taking a more hands-off approach (Theodore Schleifer/New York Times)
Featured Podcasts Lenny’s Podcast: Why every company now needs to think and operate like a lab team | Josh Woodward (Google Labs, Gemini, AI Studio) Interviews with world-class product leaders and growth experts to uncover actionable advice to help...
111. Microsoft unveils its third-gen in-house AI chip, the Maia 300, built on TSMC’s N2P process node and aimed at serving as its “primary AI inference system” (Tom Warren/The Verge)
Featured Podcasts Lenny’s Podcast: Why every company now needs to think and operate like a lab team | Josh Woodward (Google Labs, Gemini, AI Studio) Interviews with world-class product leaders and growth experts to uncover actionable advice to help...
112. Google says Health Guardian is launching later in October on the Fitbit Air and Edge for Google Health Premium users, and expands automatic activity tracking (Cheyenne MacDonald/Engadget)
Featured Podcasts Lenny’s Podcast: Why every company now needs to think and operate like a lab team | Josh Woodward (Google Labs, Gemini, AI Studio) Interviews with world-class product leaders and growth experts to uncover actionable advice to help...
113. Google unveils the $180 Fitbit Edge, featuring an oval, 1.34″ display and shipping October 27, replacing the Fitbit Charge 6 and discontinuing the Charge line (Samantha Kelly/Bloomberg)
Featured Podcasts Lenny’s Podcast: Why every company now needs to think and operate like a lab team | Josh Woodward (Google Labs, Gemini, AI Studio) Interviews with world-class product leaders and growth experts to uncover actionable advice to help...
114. Speaking in Singapore, Broadcom CEO Hock Tan and Intel CEO Lip-Bu Tan warn that access to capital and rising borrowing costs could become AI’s main bottleneck (Lee Ying Shan/CNBC)
Featured Podcasts Lenny’s Podcast: Why every company now needs to think and operate like a lab team | Josh Woodward (Google Labs, Gemini, AI Studio) Interviews with world-class product leaders and growth experts to uncover actionable advice to help...
115. Sources: DeepSeek agrees to lead robotic AI startup Winverse AI’s seed funding round of tens of millions of dollars, valuing the startup at ~$400M post-money (Bloomberg)
Featured Podcasts Lenny’s Podcast: Why every company now needs to think and operate like a lab team | Josh Woodward (Google Labs, Gemini, AI Studio) Interviews with world-class product leaders and growth experts to uncover actionable advice to help...
116. Microsoft President Brad Smith calls for global safety regulations for AI, arguing that milk and washing machines currently face more stringent safety standards (Mitchell Labiak/BBC)
Featured Podcasts Lenny’s Podcast: Why every company now needs to think and operate like a lab team | Josh Woodward (Google Labs, Gemini, AI Studio) Interviews with world-class product leaders and growth experts to uncover actionable advice to help...
117. Sources: Tencent is planning a ~$5B bond offering, including $1.5B to $2B in dollar tranches, to fund AI expenditures, with the bulk going toward chip purchases (Janice Huang/Bloomberg)
Featured Podcasts Lenny’s Podcast: Why every company now needs to think and operate like a lab team | Josh Woodward (Google Labs, Gemini, AI Studio) Interviews with world-class product leaders and growth experts to uncover actionable advice to help...
118. As economic and corporate research shows limited AI efficiency gains, surveys by Workday, Google, MIT, and others detail a human “verification tax” bottleneck (Sarah Kessler/New York Times)
Featured Podcasts Lenny’s Podcast: Why every company now needs to think and operate like a lab team | Josh Woodward (Google Labs, Gemini, AI Studio) Interviews with world-class product leaders and growth experts to uncover actionable advice to help...
119. Digital infrastructure company SWI raised €800M to upgrade its data centers, including some from Genesis Digital, a bitcoin miner snarled in FTX’s bankruptcy (Alexander Osipovich/Wall Street Journal)
Featured Podcasts Lenny’s Podcast: Why every company now needs to think and operate like a lab team | Josh Woodward (Google Labs, Gemini, AI Studio) Interviews with world-class product leaders and growth experts to uncover actionable advice to help...
120. Christian leaders are weighing in on AI earlier than they did with other tech, as AI leaders’ talk of creating a new consciousness fuels religious concerns (Tim Higgins/Wall Street Journal)
Featured Podcasts Lenny’s Podcast: Why every company now needs to think and operate like a lab team | Josh Woodward (Google Labs, Gemini, AI Studio) Interviews with world-class product leaders and growth experts to uncover actionable advice to help...
121. X has re-found its footing under Elon Musk, as it continues to host more interesting discussions on AI and other fun and smart topics than rival platforms (John Gruber/Daring Fireball)
Featured Podcasts Lenny’s Podcast: Why every company now needs to think and operate like a lab team | Josh Woodward (Google Labs, Gemini, AI Studio) Interviews with world-class product leaders and growth experts to uncover actionable advice to help...
122. How hacked civilian cameras became war tools, as Israel tapped Iranian traffic cameras before Khamenei’s killing and Iran-linked groups hit 250+ Israeli cameras (Wall Street Journal)
Featured Podcasts Lenny’s Podcast: Why every company now needs to think and operate like a lab team | Josh Woodward (Google Labs, Gemini, AI Studio) Interviews with world-class product leaders and growth experts to uncover actionable advice to help...
123. A look at China’s bid to turn excess wind and solar energy into an AI edge via a $3.9T grid buildout through 2049, as ~9% of renewable output was wasted in 2026 (Bloomberg)
Featured Podcasts Lenny’s Podcast: Why every company now needs to think and operate like a lab team | Josh Woodward (Google Labs, Gemini, AI Studio) Interviews with world-class product leaders and growth experts to uncover actionable advice to help...
124. A look at Uber’s retreat in Africa, quitting Nigeria and Uganda abruptly after Tanzania and Ivory Coast, as price-sensitive riders pick Bolt, inDrive, and Yango (Bloomberg)
Featured Podcasts Lenny’s Podcast: Why every company now needs to think and operate like a lab team | Josh Woodward (Google Labs, Gemini, AI Studio) Interviews with world-class product leaders and growth experts to uncover actionable advice to help...
125. US soldiers using AI tech during a July exercise say they encountered issues like drone overheating, highlighting challenges in the Army’s modernization effort (Heather Somerville/Wall Street Journal)
Featured Podcasts Lenny’s Podcast: Why every company now needs to think and operate like a lab team | Josh Woodward (Google Labs, Gemini, AI Studio) Interviews with world-class product leaders and growth experts to uncover actionable advice to help...
126. Sources: TSMC execs in charge of overseas operations met Texas officials and started more serious discussions in H1 2026, after talking on and off for 10+ years (Tim Culpan/Culpium)
Featured Podcasts Lenny’s Podcast: Why every company now needs to think and operate like a lab team | Josh Woodward (Google Labs, Gemini, AI Studio) Interviews with world-class product leaders and growth experts to uncover actionable advice to help...
127. An interview with ex-DeepMind scientist David Silver on his startup Ineffable, building an AI “super learner” using RL as an alternative path to LLMs, and more (Madhumita Murgia/Financial Times)
Featured Podcasts Lenny’s Podcast: Why every company now needs to think and operate like a lab team | Josh Woodward (Google Labs, Gemini, AI Studio) Interviews with world-class product leaders and growth experts to uncover actionable advice to help...
128. Sources: the US restores the UK AISI’s access to the latest US models for safety testing, after ordering OpenAI and Anthropic to stop sharing models last month (Tony Diver/Telegraph)
Featured Podcasts Lenny’s Podcast: Why every company now needs to think and operate like a lab team | Josh Woodward (Google Labs, Gemini, AI Studio) Interviews with world-class product leaders and growth experts to uncover actionable advice to help...
129. Sources: PCB maker Dongshan is eyeing to raise $2B to $3B in a Hong Kong listing as soon as this month; Dongshan is listed in Shenzhen with a $39B valuation (Bloomberg)
Featured Podcasts Lenny’s Podcast: Why every company now needs to think and operate like a lab team | Josh Woodward (Google Labs, Gemini, AI Studio) Interviews with world-class product leaders and growth experts to uncover actionable advice to help...
130. Hardware wallet maker Ledger says the $86M+ theft from hundreds of its wallets involved devices sold by reseller CryptoBilis and confirms a “hardware implant” (Terrence O’Brien/The Verge)
Featured Podcasts Lenny’s Podcast: Why every company now needs to think and operate like a lab team | Josh Woodward (Google Labs, Gemini, AI Studio) Interviews with world-class product leaders and growth experts to uncover actionable advice to help...
131. Sources: Bain’s Bridge Data Centres is in talks to upsize an existing loan from $2.8B to ~$6.6B, in what would be one of the largest data center deals in Asia (Kari Soo Lindberg/Bloomberg)
Featured Podcasts Lenny’s Podcast: Why every company now needs to think and operate like a lab team | Josh Woodward (Google Labs, Gemini, AI Studio) Interviews with world-class product leaders and growth experts to uncover actionable advice to help...
132. Qualcomm CEO Cristiano Amon says AI companies are “starting to do phones” and asking Qualcomm to support running 100B-parameter local LLMs continuously by 2028 (Alex Heath/Sources)
Featured Podcasts Lenny’s Podcast: Why every company now needs to think and operate like a lab team | Josh Woodward (Google Labs, Gemini, AI Studio) Interviews with world-class product leaders and growth experts to uncover actionable advice to help...
133. Anchorage Digital buys B2B payments automation startup Routable for an undisclosed sum; Anchorage CEO calls it its largest acquisition by team size and revenue (Ryan Lawler/Axios)
Featured Podcasts Lenny’s Podcast: Why every company now needs to think and operate like a lab team | Josh Woodward (Google Labs, Gemini, AI Studio) Interviews with world-class product leaders and growth experts to uncover actionable advice to help...
134. Vitalize, an AI platform that helps hospitals manage labor and capacity in real time, raised a $31M Series A led by Oak HC/FT, with YC and others participating (Heather Landi/Fierce Healthcare)
Featured Podcasts Lenny’s Podcast: Why every company now needs to think and operate like a lab team | Josh Woodward (Google Labs, Gemini, AI Studio) Interviews with world-class product leaders and growth experts to uncover actionable advice to help...
135. Q&A with Palantir CTO Shyam Sankar on the Iran school strike and AI targeting, the DOD dropping Anthropic, AI liability, effective altruism, and more (CBS News)
Featured Podcasts Lenny’s Podcast: Why every company now needs to think and operate like a lab team | Josh Woodward (Google Labs, Gemini, AI Studio) Interviews with world-class product leaders and growth experts to uncover actionable advice to help...
136. Sources: Amazon is in talks to buy AI startup Decart in a deal that could value it at ~$7B; Anthropic had decided against acquiring Decart for ~$6B in September (Wall Street Journal)
Featured Podcasts Lenny’s Podcast: Why every company now needs to think and operate like a lab team | Josh Woodward (Google Labs, Gemini, AI Studio) Interviews with world-class product leaders and growth experts to uncover actionable advice to help...
137. How Musk and Benioff pledged to rename SpaceXAI and AIForce, while Nadella and Nvidia adopted “super intelligence”, as Silicon Valley falls in line with Trump (Terrence O’Brien/The Verge)
Featured Podcasts Lenny’s Podcast: Why every company now needs to think and operate like a lab team | Josh Woodward (Google Labs, Gemini, AI Studio) Interviews with world-class product leaders and growth experts to uncover actionable advice to help...
138. A look at the economics of Anthropic’s data center leases as analysts estimate a 245 MW site could yield ~$1.3B/mo; sources say it signed a cloud deal with IREN (Ann Davis Vaughan/The Information)
Featured Podcasts Lenny’s Podcast: Why every company now needs to think and operate like a lab team | Josh Woodward (Google Labs, Gemini, AI Studio) Interviews with world-class product leaders and growth experts to uncover actionable advice to help...
139. A look at Apple’s smart home strategy, centered on a HomeView display hub, with a new HomePod mini, Apple TV, and second-party accessories from LG and Schneider (Mark Gurman/Bloomberg)
Featured Podcasts Lenny’s Podcast: Why every company now needs to think and operate like a lab team | Josh Woodward (Google Labs, Gemini, AI Studio) Interviews with world-class product leaders and growth experts to uncover actionable advice to help...
140. Yandex says a drone strike shut down a third data center, disrupting 80+ services like Yandex Cloud and YandexGPT; users report banking and taxi app outages (Tymur Dubovyk/Kyiv Post)
Featured Podcasts Lenny’s Podcast: Why every company now needs to think and operate like a lab team | Josh Woodward (Google Labs, Gemini, AI Studio) Interviews with world-class product leaders and growth experts to uncover actionable advice to help...
141. PitchBook: robotics and physical AI companies have raised ~$48B YTD, as they gather training data from people completing tasks in factories, offices, and homes (Rafe Rosner-Uddin/Financial Times)
Featured Podcasts Lenny’s Podcast: Why every company now needs to think and operate like a lab team | Josh Woodward (Google Labs, Gemini, AI Studio) Interviews with world-class product leaders and growth experts to uncover actionable advice to help...
142. Sabi, which is building a baseball cap that uses 100K non-contact neuro-sensors to convert neural signals into text prompts for AI systems, raised a $50M seed (Rashi Shrivastava/Forbes)
Featured Podcasts Sources: Qualcomm’s CEO on the coming AI phone supercycle Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
143. Analysis of 857 releases from nine Chinese AI labs between 2021 and September 2026: just 3.6% disclosed safety results, and only 1.1% did so at launch (SemiAnalysis)
Featured Podcasts Sources: Qualcomm’s CEO on the coming AI phone supercycle Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
144. Jev developer TypeSafe AI raised ~$870M led by a16z at a $7.5B valuation with Sequoia and others participating (Bloomberg)
Featured Podcasts Sources: Qualcomm’s CEO on the coming AI phone supercycle Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
145. Analysis of 857 releases from nine Chinese AI labs between 2021 and September 2026: just 3.6% disclosed safety results, and only 1.1% did so at launch (SemiAnalysis)
Featured Podcasts Sources: Qualcomm’s CEO on the coming AI phone supercycle Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
146. The UK plans to curb non-compete rules that force employees to wait before moving jobs or starting companies, an issue that has drawn complaints from startups (Shona Ghosh/Bloomberg)
Featured Podcasts Sources: Qualcomm’s CEO on the coming AI phone supercycle Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
147. Nvidia commits $1B over five years to build out the US’ “capacity for super intelligence research” in fields including quantum computing, healthcare, and energy (Tobias Mann/The Register)
Featured Podcasts Sources: Qualcomm’s CEO on the coming AI phone supercycle Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
148. Sources detail Mark Zuckerberg’s decision to launch Muse despite safety concerns, after seeing that AI startup Instinct’s similar agent product gained traction (Eli Tan/New York Times)
Featured Podcasts Sources: Qualcomm’s CEO on the coming AI phone supercycle Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
149. Meanwhile, a Sam Altman-backed bitcoin life insurance provider, raised $37.5M led by Bain Capital, sources say at a $350M valuation, up from $190M in April 2025 (Lucinda Shen/Axios)
Featured Podcasts Sources: Qualcomm’s CEO on the coming AI phone supercycle Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
150. A slew of cyberattacks hit Japanese companies in September, exposing the data of millions and prompting calls for security checks, as AI lowers hacking barriers (Sarah Hilton/Bloomberg)
Featured Podcasts Sources: Qualcomm’s CEO on the coming AI phone supercycle Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
151. The Chinese developer of ARTEX says it has converted the AI agent into a closed-source project after CrowdStrike said it was used to hack South Korean banks (Brenda Goh/Reuters)
Featured Podcasts Sources: Qualcomm’s CEO on the coming AI phone supercycle Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
152. Sources: Netflix is preparing for layoffs that will impact ~5% of employees, or ~850 jobs, amid pressure over weakened engagement and a depressed stock price (Matthew Belloni/Puck)
Featured Podcasts Sources: Qualcomm’s CEO on the coming AI phone supercycle Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
153. OpenAI says it didn’t fire three researchers for “raising safety concerns or speaking out”, but due to violating “clear policies on handling sensitive” info (Michael Considine/CNBC)
Featured Podcasts Sources: Qualcomm’s CEO on the coming AI phone supercycle Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
154. Global PC shipments dropped 20.1% YoY in Q3 to 62.7M units due to higher prices and supply issues; Lenovo dropped 22.6% YoY, HP 30.9%, Dell 25%, and Apple 11.3% (IDC)
Featured Podcasts Sources: Qualcomm’s CEO on the coming AI phone supercycle Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
155. Sources: Apple told some suppliers to cut iPhone 18 Pro and Pro Max component production by 15%-20% as higher memory costs pushed up prices and hurt demand (Nikkei Asia)
Featured Podcasts Sources: Qualcomm’s CEO on the coming AI phone supercycle Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
156. Sources: SoftBank is seeking to raise up to $100B from Gulf investors for a fund to buy companies and improve their operations with AI and other advanced tech (Financial Times)
Featured Podcasts Sources: Qualcomm’s CEO on the coming AI phone supercycle Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
157. Anthropic is setting up a “presidential engagement” program for the 2028 US elections that will offer AI policy education to candidates in both parties (Emily Forlini/Fortune)
Featured Podcasts Sources: Qualcomm’s CEO on the coming AI phone supercycle Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
158. A US judge sentenced Raheim Hamilton, co-creator of the dark web marketplace Empire Market, to 40 years in prison for facilitating $430M in illegal transactions (Sergiu Gatlan/BleepingComputer)
Featured Podcasts Sources: Qualcomm’s CEO on the coming AI phone supercycle Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
159. Microsoft denies JD Vance’s claim it replaced thousands of US workers with foreign workers last year, saying most H-1B applications were for existing employees (Associated Press)
Featured Podcasts Sources: Qualcomm’s CEO on the coming AI phone supercycle Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
160. Sources: Flock plans to let go of ~270 employees, or 18% of its staff, at the end of October; the layoffs come after a voluntary buyout program in September (Reuters)
Featured Podcasts Sources: Qualcomm’s CEO on the coming AI phone supercycle Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
161. Meta bans ByteDance ads and paid marketing, plus third-party campaigns linking to TikTok, in the US, Canada, Egypt, Indonesia, Japan, Thailand, and Vietnam (Bloomberg)
Featured Podcasts Sources: Qualcomm’s CEO on the coming AI phone supercycle Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
162. President Trump awards Elon Musk, Jensen Huang, Lisa Su, and Sergey Brin the National Medal of Science at a White House summit promoting innovation (Jared Perlo/NBC News)
Featured Podcasts Sources: Qualcomm’s CEO on the coming AI phone supercycle Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
163. Meta bans ByteDance ads and paid marketing, plus third-party campaigns linking to TikTok, in the US, Canada, Egypt, Indonesia, Japan, Thailand, and Vietnam (Bloomberg)
Featured Podcasts Sources: Qualcomm’s CEO on the coming AI phone supercycle Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
164. President Trump awards Elon Musk, Jensen Huang, Lisa Su, and Sergey Brin the National Medal of Science at a White House summit promoting innovation (Jared Perlo/NBC News)
Featured Podcasts Sources: Qualcomm’s CEO on the coming AI phone supercycle Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
165. Satya Nadella and Michael Dell were awarded the National Medal of Technology and Innovation by the White House during an appearance alongside other tech leaders (Washington Post)
Featured Podcasts Sources: Qualcomm’s CEO on the coming AI phone supercycle Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
166. Satya Nadella and Michael Dell were awarded the National Medal of Technology and Innovation by the White House during an appearance alongside other tech leaders (Washington Post)
Featured Podcasts Sources: Qualcomm’s CEO on the coming AI phone supercycle Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
167. AI researcher Mikita Balesni says he believes OpenAI fired him, Tomek Korbak, and Jasmine Wang for “prioritizing safety over the near-term interests of OpenAI” (Mikita Balesni/@balesni)
Featured Podcasts Sources: Qualcomm’s CEO on the coming AI phone supercycle Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
168. Sources: Apple plans a second October launch, on or around October 27, for its first touch-screen MacBook, a new iPad mini, and M6 14-inch MacBook Pro and iMac (Mark Gurman/Bloomberg)
Featured Podcasts Sources: Qualcomm’s CEO on the coming AI phone supercycle Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
169. Anthropic launches OSS Scanner, a free opt-in vulnerability scanner for critical open-source projects; its AI-generated reports are sent without human review (Anthropic)
Featured Podcasts Sources: Qualcomm’s CEO on the coming AI phone supercycle Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
170. USV raised $900M, including a $500M early-stage fund, up from $275M in 2024, cuts its general partnership to four investors, and aims to lead more AI rounds (Bloomberg)
Featured Podcasts Sources: Qualcomm’s CEO on the coming AI phone supercycle Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
171. Anthropic launches OSS Scanner, a free opt-in vulnerability scanner for critical open-source projects; its AI-generated reports are sent without human review (Anthropic)
Featured Podcasts Sources: Qualcomm’s CEO on the coming AI phone supercycle Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
172. USV raised $900M, including a $500M early-stage fund, up from $275M in 2024, cuts its general partnership to four investors, and aims to lead more AI rounds (Bloomberg)
Featured Podcasts Sources: Qualcomm’s CEO on the coming AI phone supercycle Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
173. Sources: Apple plans a second October launch, on or around October 27, for its first touch-screen MacBook, a new iPad mini, and M6 14-inch MacBook Pro and iMac (Mark Gurman/Bloomberg)
Featured Podcasts Sources: Qualcomm’s CEO on the coming AI phone supercycle Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
174. Filing: the US FTC is probing Block over inadequate customer service for frozen or deactivated Square accounts amid staffing cuts, following 1,500+ complaints (Leah Nylen/Bloomberg)
Featured Podcasts Sources: Qualcomm’s CEO on the coming AI phone supercycle Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
175. Filing: the US FTC is probing Block over inadequate customer service for frozen or deactivated Square accounts amid staffing cuts, following 1,500+ complaints (Leah Nylen/Bloomberg)
Featured Podcasts Sources: Qualcomm’s CEO on the coming AI phone supercycle Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
176. SpaceX agrees to buy a nationwide low-band spectrum portfolio to help Starlink “become a major mobile carrier”; AT&T, T-Mobile, Verizon fall 6%+ after hours (Bloomberg)
Featured Podcasts Sources: Qualcomm’s CEO on the coming AI phone supercycle Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
177. SpaceX agrees to buy a nationwide low-band spectrum portfolio to help Starlink “become a major mobile carrier”; AT&T, T-Mobile, Verizon fall 6%+ after hours (Bloomberg)
Featured Podcasts Sources: Qualcomm’s CEO on the coming AI phone supercycle Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
178. Anthropic launches the Critical Infrastructure Defense Program to provide AI models, threat research, and on-site support, starting with CrowdStrike and others (Sam Sabin/Axios)
Featured Podcasts Sources: Qualcomm’s CEO on the coming AI phone supercycle Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
179. Nvidia, Oracle, CoreWeave, and other AI stocks fell after a report that OpenAI’s annualized revenue at September’s end was $20B less than previously reported (CNBC)
Featured Podcasts Sources: Qualcomm’s CEO on the coming AI phone supercycle Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
180. Sources: Apple promotes Carson Oliver to VP of the App Store and names Steve Smith as M&A chief, replacing Adrian Perica, who keeps iCloud, Fitness+, and News (Mark Gurman/Bloomberg)
Featured Podcasts The Upstarts Podcast: Bringing Back Mammoths And Building Noah’s Ark 2.0 | Colossal’s Ben Lamm Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI, design,...
181. Sources: Firmus is set to postpone its IPO and is weighing a private funding round instead, as some investors raised concerns over its pricing strategy (Bloomberg)
Featured Podcasts The Upstarts Podcast: Bringing Back Mammoths And Building Noah’s Ark 2.0 | Colossal’s Ben Lamm Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI, design,...
182. Trump says the WH considers as “THE ENEMY” anyone who uses the term Artificial Intelligence, not “the highly accepted” and “more accurate” Super Intelligence (Donald J. Trump/@realDonaldTrump …)
Featured Podcasts The Upstarts Podcast: Bringing Back Mammoths And Building Noah’s Ark 2.0 | Colossal’s Ben Lamm Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI, design,...
183. Docs: OpenAI told investors its annualized revenue was nearing $50B at the end of September, well below the $70B reported by media based on investor docs (Financial Times)
Featured Podcasts The Upstarts Podcast: Bringing Back Mammoths And Building Noah’s Ark 2.0 | Colossal’s Ben Lamm Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI, design,...
184. Anthropic updates its usage policy to ban “sustained and needless abusive or cruel behavior” toward Claude, ending chats as the primary enforcement mechanism (Hayden Field/The Verge)
Featured Podcasts The Upstarts Podcast: Bringing Back Mammoths And Building Noah’s Ark 2.0 | Colossal’s Ben Lamm Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI, design,...
185. GlobalFoundries signs a five-year, $2B deal to provide silicon interposer production capacity to TSMC, manufactured at GlobalFoundries’ New York facility (Ian King/Bloomberg)
Featured Podcasts The Upstarts Podcast: Bringing Back Mammoths And Building Noah’s Ark 2.0 | Colossal’s Ben Lamm Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI, design,...
186. AI hardware startup Natura unveils Interface, a $99 smart ring that connects to AI agents and apps, including Muse, Instinct, Claude, Grokbot, and ChatGPT (Aisha Malik/TechCrunch)
Featured Podcasts The Upstarts Podcast: Bringing Back Mammoths And Building Noah’s Ark 2.0 | Colossal’s Ben Lamm Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI, design,...
187. Hone, founded by former OpenAI and Cognition staffers to create AI agents that can help run a business, raised a $60M seed at a $285M valuation (Bloomberg)
Featured Podcasts The Upstarts Podcast: Bringing Back Mammoths And Building Noah’s Ark 2.0 | Colossal’s Ben Lamm Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI, design,...
188. Arena, which develops the popular AI model leaderboard, raised $200M at a $3.1B valuation, up from $1.7B in January, and launches an Alignment Index (Rachel Metz/Bloomberg)
Featured Podcasts The Upstarts Podcast: Bringing Back Mammoths And Building Noah’s Ark 2.0 | Colossal’s Ben Lamm Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI, design,...
189. Apple announces a “Welcome home” event on October 13 at 9AM ET in NYC, where it is expected to unveil a “HomePad”, a new Apple TV, LG home accessories, and more (Ryan Christoffel/9to5Mac)
Featured Podcasts The Upstarts Podcast: Bringing Back Mammoths And Building Noah’s Ark 2.0 | Colossal’s Ben Lamm Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI, design,...
190. Sources: the IPO of Nvidia-backed data center provider Firmus is uncertain after failing to attract adequate support, underscoring concerns over AI funding (Bloomberg)
Featured Podcasts The Upstarts Podcast: Bringing Back Mammoths And Building Noah’s Ark 2.0 | Colossal’s Ben Lamm Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI, design,...
191. The US suspends Microsoft, Adobe, Cognizant, Infosys, and others from a program that lets skilled foreign workers gain permanent residency, citing alleged fraud (Dan Rosenzweig-Ziff/Reuters)
Featured Podcasts The Upstarts Podcast: Bringing Back Mammoths And Building Noah’s Ark 2.0 | Colossal’s Ben Lamm Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI, design,...
192. Sources: Seagate and Toshiba are bidding for TDK’s HDD magnetic head business in a multibillion-dollar deal, as they compete for AI data center storage demand (Bloomberg)
Featured Podcasts Invest Like the Best: Andrew Huberman – The Frontier of Neurotechnology The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas. Subscribe to Invest Like the Best. Big...
193. Q&A with Senator Adam Schiff on recursive AI becoming a real national security threat, making AI companies retain training data, needing an FDA for AI, and more (Nilay Patel/The Verge)
Featured Podcasts Invest Like the Best: Andrew Huberman – The Frontier of Neurotechnology The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas. Subscribe to Invest Like the Best. Big...
194. Analysis: insurers brace for multimillion-dollar claims caused by rogue AI agents, amid concern that Sam Altman, Dario Amodei, and others could be held liable (Lee Harris/Financial Times)
Featured Podcasts Invest Like the Best: Andrew Huberman – The Frontier of Neurotechnology The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas. Subscribe to Invest Like the Best. Big...
195. Sources: DeepSeek is close to raising $12B+ in a round that could reach ~$14.9B, with Tencent and CATL as the biggest contributors, ahead of an early-2027 IPO (Bloomberg)
Featured Podcasts Invest Like the Best: Andrew Huberman – The Frontier of Neurotechnology The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas. Subscribe to Invest Like the Best. Big...
196. Sources: Moonshot AI closes its final private funding round at a ~$50B valuation and is targeting a Hong Kong IPO in Q1 2027 to raise up to $5B (Bloomberg)
Featured Podcasts Invest Like the Best: Andrew Huberman – The Frontier of Neurotechnology The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas. Subscribe to Invest Like the Best. Big...
197. ChatGPT is not only using New Yorker cartoonists’ style but also adding their signatures to the fake cartoons it creates, which have gone viral on social media (Andrew Deck/Nieman Lab)
Featured Podcasts Invest Like the Best: Andrew Huberman – The Frontier of Neurotechnology The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas. Subscribe to Invest Like the Best. Big...
198. South Korean officials are probing whether AI agents were used in recent bank hacks, after President Lee Jae Myung said “signs” suggest AI models were involved (New York Times)
Featured Podcasts Invest Like the Best: Andrew Huberman – The Frontier of Neurotechnology The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas. Subscribe to Invest Like the Best. Big...
199. Singapore-based data center operator DayOne files for a US IPO, reporting its H1 revenue more than tripled YoY to $512M while its net loss widened to $77.2M (Pragyan Kalita/Reuters)
Featured Podcasts Invest Like the Best: Andrew Huberman – The Frontier of Neurotechnology The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas. Subscribe to Invest Like the Best. Big...
200. The CFTC proposes a federal framework for crypto exchanges to offer retail customers leveraged and margined spot trading, without requiring congressional action (Jason Shubnell/The Block)
Featured Podcasts Grit: How Vercel Is Rethinking Go-to-Market With AI | COO Jeanne Grosser Grit explores what it takes to create, build and scale world-class organizations. Subscribe to Grit. Lenny’s Podcast: OpenAI’s Head of ChatGPT: We’re...
201. In a first-of-its-kind pilot in the US, Nolla Health will use AI to diagnose and prescribe acne medications to Utah patients without direct human oversight (Annika Inampudi/Bloomberg)
Featured Podcasts Grit: How Vercel Is Rethinking Go-to-Market With AI | COO Jeanne Grosser Grit explores what it takes to create, build and scale world-class organizations. Subscribe to Grit. Lenny’s Podcast: OpenAI’s Head of ChatGPT: We’re...
202. An official says the DOD has stopped using Anthropic’s tools; sources: Claude was in use as recently as last week, including in military operations against Iran (BBC)
Featured Podcasts Grit: How Vercel Is Rethinking Go-to-Market With AI | COO Jeanne Grosser Grit explores what it takes to create, build and scale world-class organizations. Subscribe to Grit. Lenny’s Podcast: OpenAI’s Head of ChatGPT: We’re...
203. Former Anthropic researcher Jacob Coxon and representatives from Anthropic, Google, OpenAI, and Meta testified at a New York City Council hearing on AI safety (Bloomberg)
Featured Podcasts Grit: How Vercel Is Rethinking Go-to-Market With AI | COO Jeanne Grosser Grit explores what it takes to create, build and scale world-class organizations. Subscribe to Grit. Lenny’s Podcast: OpenAI’s Head of ChatGPT: We’re...
204. To comply with the EU AI Act, OpenAI plans to add text watermarking for ChatGPT and Codex users in the EU and an opt-in setting for API customers globally (OpenAI)
Featured Podcasts Grit: How Vercel Is Rethinking Go-to-Market With AI | COO Jeanne Grosser Grit explores what it takes to create, build and scale world-class organizations. Subscribe to Grit. Lenny’s Podcast: OpenAI’s Head of ChatGPT: We’re...
205. Meta, TikTok, and X challenge UK’s Ofcom over the amount of info it is demanding under the Online Safety Act, saying it creates unprecedented regulatory burdens (Paul Sandle/Reuters)
Featured Podcasts Grit: How Vercel Is Rethinking Go-to-Market With AI | COO Jeanne Grosser Grit explores what it takes to create, build and scale world-class organizations. Subscribe to Grit. Lenny’s Podcast: OpenAI’s Head of ChatGPT: We’re...
206. Meta, TikTok, and X challenge UK’s Ofcom over the amount of info it is demanding under the Online Safety Act, saying it creates unprecedented regulatory burdens (Paul Sandle/Reuters)
Featured Podcasts Grit: How Vercel Is Rethinking Go-to-Market With AI | COO Jeanne Grosser Grit explores what it takes to create, build and scale world-class organizations. Subscribe to Grit. Lenny’s Podcast: OpenAI’s Head of ChatGPT: We’re...
207. Valon, which makes software to help US mortgage companies cut red tape and costs, raised a $150M Series D from Ribbit, a16z, and others at a $2.3B valuation (Zoya Hasan/Forbes)
Featured Podcasts Grit: How Vercel Is Rethinking Go-to-Market With AI | COO Jeanne Grosser Grit explores what it takes to create, build and scale world-class organizations. Subscribe to Grit. Lenny’s Podcast: OpenAI’s Head of ChatGPT: We’re...
208. Sources: Nico Caprez, son-in-law to Jensen Huang, rapidly ascended to become an Nvidia VP, serving as its main contact for neoclouds and Huang’s “consigliere” (Phoebe Liu/The Information)
Featured Podcasts Grit: How Vercel Is Rethinking Go-to-Market With AI | COO Jeanne Grosser Grit explores what it takes to create, build and scale world-class organizations. Subscribe to Grit. Lenny’s Podcast: OpenAI’s Head of ChatGPT: We’re...
209. Q&A with AI researchers Jacob Coxon, Daniel Kokotajlo, Alex Turner, and others on leaving AI labs, AGI’s dangers, planned IPOs, AI safety, oversight, and more (New York Magazine)
Featured Podcasts Grit: How Vercel Is Rethinking Go-to-Market With AI | COO Jeanne Grosser Grit explores what it takes to create, build and scale world-class organizations. Subscribe to Grit. Lenny’s Podcast: OpenAI’s Head of ChatGPT: We’re...
210. Cohere launches North 2, an update to its enterprise agent platform with cross-session memory and a redesigned harness, available across cloud and on-premises (Sean Michael Kerner/VentureBeat)
Featured Podcasts Grit: How Vercel Is Rethinking Go-to-Market With AI | COO Jeanne Grosser Grit explores what it takes to create, build and scale world-class organizations. Subscribe to Grit. Lenny’s Podcast: OpenAI’s Head of ChatGPT: We’re...
211. Namespace, which provides cloud services and infrastructure for developers, raised a $42M Series B led by Scale and says it has 1,000+ customers (Chris Metinko/Axios)
Featured Podcasts Grit: How Vercel Is Rethinking Go-to-Market With AI | COO Jeanne Grosser Grit explores what it takes to create, build and scale world-class organizations. Subscribe to Grit. Lenny’s Podcast: OpenAI’s Head of ChatGPT: We’re...
212. Survey: only 11% of ~400 businesses could forecast AI spending; a study finds lower-priced models cost more than higher-priced models on 32% of 6,800+ tasks (Wall Street Journal)
Featured Podcasts Grit: How Vercel Is Rethinking Go-to-Market With AI | COO Jeanne Grosser Grit explores what it takes to create, build and scale world-class organizations. Subscribe to Grit. Lenny’s Podcast: OpenAI’s Head of ChatGPT: We’re...
213. CTS: Chinese logic and memory chipmakers accumulated 343 ASML immersion DUV lithography scanners between 2012 and early 2026, many of which can make 7nm chips (Anton Shilov/Tom’s Hardware)
Featured Podcasts Grit: How Vercel Is Rethinking Go-to-Market With AI | COO Jeanne Grosser Grit explores what it takes to create, build and scale world-class organizations. Subscribe to Grit. Lenny’s Podcast: OpenAI’s Head of ChatGPT: We’re...
214. Q&A with Sam Altman on his kids, his rivalries, pronatalism, “prepping” for the apocalypse, new products, the IPO delay, Luca Guadagnino’s Artificial, and more (Vanity Fair)
Featured Podcasts Grit: How Vercel Is Rethinking Go-to-Market With AI | COO Jeanne Grosser Grit explores what it takes to create, build and scale world-class organizations. Subscribe to Grit. Lenny’s Podcast: OpenAI’s Head of ChatGPT: We’re...
215. Billionaires Index: tech billionaires account for all of the $845B in wealth gains so far in 2026; those whose fortunes came from outside tech lost $62B total (Kristine Owram/Bloomberg)
Featured Podcasts Grit: How Vercel Is Rethinking Go-to-Market With AI | COO Jeanne Grosser Grit explores what it takes to create, build and scale world-class organizations. Subscribe to Grit. Lenny’s Podcast: OpenAI’s Head of ChatGPT: We’re...
216. Q&A with Sam Altman on President Trump, the midterms, AI extinction risk, Xi Jinping’s state visit, self-policing vs. regulation, and Greg Brockman’s donations (Vanity Fair)
Featured Podcasts Grit: How Vercel Is Rethinking Go-to-Market With AI | COO Jeanne Grosser Grit explores what it takes to create, build and scale world-class organizations. Subscribe to Grit. Lenny’s Podcast: OpenAI’s Head of ChatGPT: We’re...
217. Huawei agrees to a multi-year patent licensing deal with Qualcomm covering AI, 5G, computing, and networking tech, its first 5G licensing deal with Qualcomm (Miyoung Kim/Reuters)
Featured Podcasts Grit: How Vercel Is Rethinking Go-to-Market With AI | COO Jeanne Grosser Grit explores what it takes to create, build and scale world-class organizations. Subscribe to Grit. Lenny’s Podcast: OpenAI’s Head of ChatGPT: We’re...
218. An interview with CoreWeave Physical AI SVP Richard Ahlfeld on AI models failing real-world checks, the roles of synthetic data and physical tests, and more (Superintelligence)
Featured Podcasts Grit: How Vercel Is Rethinking Go-to-Market With AI | COO Jeanne Grosser Grit explores what it takes to create, build and scale world-class organizations. Subscribe to Grit. Lenny’s Podcast: OpenAI’s Head of ChatGPT: We’re...
219. Former Groq engineers file a lawsuit in Delaware against Groq, alleging the $20B “non-exclusive” acqui-hire deal with Nvidia in 2025 short-changed employees (Financial Times)
Featured Podcasts Grit: How Vercel Is Rethinking Go-to-Market With AI | COO Jeanne Grosser Grit explores what it takes to create, build and scale world-class organizations. Subscribe to Grit. Lenny’s Podcast: OpenAI’s Head of ChatGPT: We’re...
220. The IWF says it assessed 6,310 AI-generated images that met the legal definition of CSAM in H1 2026, up 40% over the 4,500+ images assessed in all of 2025 (Dan Milmo/The Guardian)
Featured Podcasts Grit: How Vercel Is Rethinking Go-to-Market With AI | COO Jeanne Grosser Grit explores what it takes to create, build and scale world-class organizations. Subscribe to Grit. Lenny’s Podcast: OpenAI’s Head of ChatGPT: We’re...
221. OpenAI says it will begin testing a new visual ad format in ChatGPT later this month in the US, displaying clearly labeled visual ads during image generation (Mayank Parmar/BleepingComputer)
Featured Podcasts Grit: How Vercel Is Rethinking Go-to-Market With AI | COO Jeanne Grosser Grit explores what it takes to create, build and scale world-class organizations. Subscribe to Grit. Lenny’s Podcast: OpenAI’s Head of ChatGPT: We’re...
222. Munich-based RobCo, which makes robotic arms and automation software, sells $40M of shares at a $1B valuation, up from ~$500M after raising $100M in January (Ben Dummett/Wall Street Journal)
Featured Podcasts Grit: How Vercel Is Rethinking Go-to-Market With AI | COO Jeanne Grosser Grit explores what it takes to create, build and scale world-class organizations. Subscribe to Grit. Lenny’s Podcast: OpenAI’s Head of ChatGPT: We’re...
223. A look at Alpha, an invite-only Discord server of ~30 mostly Gen Z Polymarket traders who pool research and capital and have made an estimated $40M since 2024 (Niamh Rowe/Financial Times)
Featured Podcasts Lenny’s Podcast: OpenAI’s Head of ChatGPT: We’re entering a new era of AI (again) | Tibo Sottiaux Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your...
224. A look at Alpha, an invite-only Discord server of ~30 mostly Gen Z Polymarket traders who pool research and capital and have made an estimated $40M since 2024 (Niamh Rowe/Financial Times)
Featured Podcasts Lenny’s Podcast: OpenAI’s Head of ChatGPT: We’re entering a new era of AI (again) | Tibo Sottiaux Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your...
225. A look at China’s gray market of token resellers, who use accumulated identities and USDT-funded cards to obtain Claude accounts and route them through proxies (The Information)
Featured Podcasts Lenny’s Podcast: OpenAI’s Head of ChatGPT: We’re entering a new era of AI (again) | Tibo Sottiaux Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your...
226. A look at China’s gray market of token resellers, who use accumulated identities and USDT-funded cards to obtain Claude accounts and route them through proxies (The Information)
Featured Podcasts Lenny’s Podcast: OpenAI’s Head of ChatGPT: We’re entering a new era of AI (again) | Tibo Sottiaux Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your...
227. Sam Altman says he’s “very uncomfortable” with attributing religious force to AI, calling it “a real safety issue”, as Anthropic engages with religious leaders (Ben Berkowitz/Axios)
Featured Podcasts Lenny’s Podcast: OpenAI’s Head of ChatGPT: We’re entering a new era of AI (again) | Tibo Sottiaux Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your...
228. OKXICE, a JV between OKX and ICE, is seeking SEC approval to offer tokenized shares of 63 NYSE-listed firms, as it leverages new US rules on tokenized stocks (Scott Patterson/Bloomberg)
Featured Podcasts Lenny’s Podcast: OpenAI’s Head of ChatGPT: We’re entering a new era of AI (again) | Tibo Sottiaux Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your...
229. Sam Altman says he’s “very uncomfortable” with attributing religious force to AI, calling it “a real safety issue”, as Anthropic engages with religious leaders (Ben Berkowitz/Axios)
Featured Podcasts Lenny’s Podcast: OpenAI’s Head of ChatGPT: We’re entering a new era of AI (again) | Tibo Sottiaux Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your...
230. OKXICE, a JV between OKX and ICE, is seeking SEC approval to offer tokenized shares of 63 NYSE-listed firms, as it leverages new US rules on tokenized stocks (Scott Patterson/Bloomberg)
Featured Podcasts Lenny’s Podcast: OpenAI’s Head of ChatGPT: We’re entering a new era of AI (again) | Tibo Sottiaux Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your...
231. Sources: Firmus plans to allocate ~50% of its IPO shares to existing holders, as investor demand far exceeds the offer size in one of Australia’s largest IPOs (Bloomberg)
Featured Podcasts Lenny’s Podcast: OpenAI’s Head of ChatGPT: We’re entering a new era of AI (again) | Tibo Sottiaux Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your...
232. A look at Sean Parker’s resurrection of Stability AI following Emad Mostaque’s ousting, and its new focus on AI for music professionals, backed by major labels (Abram Brown/The Information)
Featured Podcasts Lenny’s Podcast: OpenAI’s Head of ChatGPT: We’re entering a new era of AI (again) | Tibo Sottiaux Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your...
233. Sources: several Western open-weight models are set to launch this month, including Reflection AI’s first model, which will rival top Chinese open-weight models (Bradley Olson/Axios)
Featured Podcasts Lenny’s Podcast: OpenAI’s Head of ChatGPT: We’re entering a new era of AI (again) | Tibo Sottiaux Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your...
234. Change.org says it is investing $100M of its own money to rebuild its core petitions platform with AI and has launched an AI copilot beta for petition creators (Dan Primack/Axios)
Featured Podcasts Lenny’s Podcast: OpenAI’s Head of ChatGPT: We’re entering a new era of AI (again) | Tibo Sottiaux Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your...
235. Q&A with Google SVP and DeepMind Institute co-director James Manyika on AI risks and why responsibility must be shared across industry, government, and society (Mishal Husain/Bloomberg)
Featured Podcasts Lenny’s Podcast: OpenAI’s Head of ChatGPT: We’re entering a new era of AI (again) | Tibo Sottiaux Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your...
236. Q&A with Google SVP and DeepMind Institute co-director James Manyika on AI risks and why responsibility must be shared across industry, government, and society (Mishal Husain/Bloomberg)
Featured Podcasts Lenny’s Podcast: OpenAI’s Head of ChatGPT: We’re entering a new era of AI (again) | Tibo Sottiaux Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your...
237. Sources: UK neobank Monzo is in talks with CVC and Advent to sell up to a 15% stake, after Nubank takeover talks collapsed over the ~£10B valuation Monzo sought (Laith Al-Khalaf/Financial Times)
Featured Podcasts Lenny’s Podcast: OpenAI’s Head of ChatGPT: We’re entering a new era of AI (again) | Tibo Sottiaux Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your...
238. Sources: Anthropic’s stock match of employee charity gifts hit $660M+ in the six months through March, likely to reach billions post-IPO, diluting shareholders (Cory Weinberg/The Information)
Featured Podcasts Lenny’s Podcast: OpenAI’s Head of ChatGPT: We’re entering a new era of AI (again) | Tibo Sottiaux Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your...
239. Sources: Schneider Electric is in advanced talks to buy US engineering software firm PTC for ~$20B, its largest acquisition; a deal could come as soon as Monday (Financial Times)
Featured Podcasts Lenny’s Podcast: OpenAI’s Head of ChatGPT: We’re entering a new era of AI (again) | Tibo Sottiaux Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your...
240. Sam Altman says OpenAI and Anthropic still hold fundamentally different worldviews on AI regulation, arguing that AI’s benefits justify accepting some risks (Politico)
Featured Podcasts Lenny’s Podcast: OpenAI’s Head of ChatGPT: We’re entering a new era of AI (again) | Tibo Sottiaux Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your...
241. Extracted system prompts show Meta’s Muse compiles “a page for every person in the user’s life”, with facts, history, tips to improve relationships, and more (Wired)
Featured Podcasts Lenny’s Podcast: OpenAI’s Head of ChatGPT: We’re entering a new era of AI (again) | Tibo Sottiaux Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your...
242. Sources: Apple and Google pitch state bills with self-attested age checks and no private lawsuits; Meta backs ones making app stores, not platforms, verify ages (Owen Dahlkamp/Politico)
Featured Podcasts Lenny’s Podcast: OpenAI’s Head of ChatGPT: We’re entering a new era of AI (again) | Tibo Sottiaux Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your...
243. In an X reply, Elon Musk says that SpaceX will rename its AI unit SpaceXAI to SpaceXSI, following Trump’s push to replace “artificial” intelligence with “super” (Chandni Shah/Reuters)
Featured Podcasts Lenny’s Podcast: OpenAI’s Head of ChatGPT: We’re entering a new era of AI (again) | Tibo Sottiaux Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your...
244. DigitalBridge CEO Marc Ganzi says his data center investment group will become SoftBank’s “third-party infrastructure arm” after SoftBank’s ~$4B takeover closed (Financial Times)
Featured Podcasts Lenny’s Podcast: OpenAI’s Head of ChatGPT: We’re entering a new era of AI (again) | Tibo Sottiaux Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your...
245. Valley National Bancorp agrees to acquire New Jersey-based Bluevine, which provides digital banking and payments services for 175K SMBs in the US, for $340M (Meir Orbach/CTech)
Featured Podcasts Lenny’s Podcast: OpenAI’s Head of ChatGPT: We’re entering a new era of AI (again) | Tibo Sottiaux Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your...
246. Q&A with Brian Chesky on Airbnb’s plans for agent-to-agent interactions, why chatbots fail at travel e-commerce, the need for an AI-native OS, and more (Ivan Mehta/TechCrunch)
Featured Podcasts Lenny’s Podcast: OpenAI’s Head of ChatGPT: We’re entering a new era of AI (again) | Tibo Sottiaux Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your...
247. Google prepares to defend a £1.2B UK class action lawsuit over claims it levied “excessive” charges on Android apps downloaded from Google Play since 2015 (Financial Times)
Featured Podcasts Lenny’s Podcast: OpenAI’s Head of ChatGPT: We’re entering a new era of AI (again) | Tibo Sottiaux Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your...
248. Sources: Walmart’s Flipkart faces sagging employee morale as Indian startup rivals power ahead with IPOs; at least eight VPs and SVPs have quit in recent weeks (Moneycontrol)
Featured Podcasts Lenny’s Podcast: OpenAI’s Head of ChatGPT: We’re entering a new era of AI (again) | Tibo Sottiaux Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your...
249. As AI automates parts of pure mathematics research, a look at formalization challenges and why human imagination remains key to deciding which questions to ask (Stephen Wolfram/Stephen Wolfram Writings)
Featured Podcasts Lenny’s Podcast: OpenAI’s Head of ChatGPT: We’re entering a new era of AI (again) | Tibo Sottiaux Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your...
250. Google says free Gemini users will be limited to the 3.5 Flash-Lite model from October 9, while Plus subscribers will be limited to 3.5 Flash-Lite and 3.6 Flash (Abner Li/9to5Google)
Featured Podcasts Lenny’s Podcast: OpenAI’s Head of ChatGPT: We’re entering a new era of AI (again) | Tibo Sottiaux Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your...
251. Q&A with OpenAI VP of Hardware Richard Ho on its Jalapeño inference chip co-designed with Broadcom, using internal OpenAI models to design the chip, and more (Dr. Ian Cutress/More Than Moore)
Featured Podcasts Lenny’s Podcast: OpenAI’s Head of ChatGPT: We’re entering a new era of AI (again) | Tibo Sottiaux Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your...
252. Trump announces a new Super Intelligence Force, to be led by DNI Jay Clayton, along with FTC’s Andrew Ferguson, DOD’s Emil Michael, and OPM’s Scott Kupor (Politico)
Featured Podcasts Lenny’s Podcast: OpenAI’s Head of ChatGPT: We’re entering a new era of AI (again) | Tibo Sottiaux Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your...
253. A profile of Meta Chief AI Officer Alexandr Wang, who is the company’s first senior executive from Gen Z and has succeeded in building hype for Muse (Meghan Bobrowsky/Wall Street Journal)
Featured Podcasts Lenny’s Podcast: OpenAI’s Head of ChatGPT: We’re entering a new era of AI (again) | Tibo Sottiaux Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your...
254. Toshiba plans to double HDD production capacity for AI data centers within FY2027 from its 2025 level, targeting a 30% share by storage capacity, up from ~10% (Keigo Yoshida/Nikkei Asia)
Featured Podcasts Lenny’s Podcast: OpenAI’s Head of ChatGPT: We’re entering a new era of AI (again) | Tibo Sottiaux Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your...
255. Google freezes product flaw submissions to its OSS Vulnerability Reward Program over an influx of invalid AI-driven reports, plans an update by Q1 2027 (Etiido Uko/Tom’s Hardware)
Featured Podcasts Lenny’s Podcast: OpenAI’s Head of ChatGPT: We’re entering a new era of AI (again) | Tibo Sottiaux Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your...
256. Sources: John Ternus has effectively become Apple’s design chief, working in the studio several times a week; OLED touch-screen MacBook Pro will be much lighter (Mark Gurman/Bloomberg)
Featured Podcasts Lenny’s Podcast: OpenAI’s Head of ChatGPT: We’re entering a new era of AI (again) | Tibo Sottiaux Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your...
257. Meta announces Muse Gadgets, providing an open source ESP32 microchip firmware and a Linux SDK to let users bring Muse to their hardware, like Raspberry Pi 5 (Karissa Bell/Engadget)
Featured Podcasts Sources: OpenAI’s Dots lead on the future of ChatGPT Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
258. Meta announces Muse Gadgets, providing an open source ESP32 microchip firmware and a Linux SDK to let users bring Muse to their hardware, like Raspberry Pi 5 (Karissa Bell/Engadget)
Featured Podcasts Sources: OpenAI’s Dots lead on the future of ChatGPT Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
259. Meta says it is letting go of employees it hired from AI safety startup Virtue AI four months after they joined the company, citing clashing work styles (Ashley Gold/Semafor)
Featured Podcasts Sources: OpenAI’s Dots lead on the future of ChatGPT Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
260. Meta says it is letting go of employees it hired from AI safety startup Virtue AI four months after they joined the company, citing clashing work styles (Ashley Gold/Semafor)
Featured Podcasts Sources: OpenAI’s Dots lead on the future of ChatGPT Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
261. Memo: the US Army is creating an autonomous systems command, after Defense Secretary Pete Hegseth announced the Meridian and Agincourt robotic warfare projects (Colin Demarest/Axios)
Featured Podcasts Sources: OpenAI’s Dots lead on the future of ChatGPT Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
262. Tavus unveils Griffin, the “first Human Interaction Model”, which it says passed the “video Turing test”, with 48% of users thinking it was human in live chats (@tavus)
Featured Podcasts Sources: OpenAI’s Dots lead on the future of ChatGPT Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
263. TypeSafe CEO Diogo Almeida says Jev is in use by ~25% of Fortune 500 companies and “we were at a trillion tokens per day about a week ago” (Elias Schisgall/Wall Street Journal)
Featured Podcasts Sources: OpenAI’s Dots lead on the future of ChatGPT Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
264. Sources: SpaceX’s AI unit held talks about leasing computing capacity to Microsoft, as it fully embraces the neocloud business despite Musk’s initial reluctance (Grace Kay/The Information)
Featured Podcasts Sources: OpenAI’s Dots lead on the future of ChatGPT Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
265. Apple says it is adding additional controls around “Full Disk Access” on macOS as AI agents have increased “the risks associated with this level of access” (Sarah Perez/TechCrunch)
Featured Podcasts Sources: OpenAI’s Dots lead on the future of ChatGPT Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
266. Anthropic launches the Claude Frontier Academy with a $100M commitment to train 10K Frontier Deployed Engineers by 2028, starting with Accenture, Bain, others (Anthropic)
Featured Podcasts Sources: OpenAI’s Dots lead on the future of ChatGPT Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
267. Source: FieldAI, which is developing a “universal general-purpose brain” for robots, raised $700M at a $10B valuation, up from $2B in 2025 (Rya Jetha/Business Insider)
Featured Podcasts Sources: OpenAI’s Dots lead on the future of ChatGPT Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
268. Hans Anders, one of the largest Dutch eyewear retail chains, suspends sales of Ray-Ban Meta Glasses in the Netherlands and Belgium amid growing privacy concerns (Toby Sterling/Reuters)
Featured Podcasts Sources: OpenAI’s Dots lead on the future of ChatGPT Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
269. Slovenia says 44,000 domain names with the .si suffix were registered in September, up from ~2,000 in August, as Trump renamed AI “super intelligence” (Laura Cress/BBC)
Featured Podcasts Sources: OpenAI’s Dots lead on the future of ChatGPT Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
270. Sources: Broadcom’s Wall Street syndicate is amassing $60B in AI chip financing to help Anthropic and others access chips and other key AI infrastructure (Bloomberg)
Featured Podcasts Sources: OpenAI’s Dots lead on the future of ChatGPT Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
271. Sources: Broadcom’s Wall Street syndicate is amassing $60B in AI chip financing to help Anthropic and others access chips and other key AI infrastructure (Bloomberg)
Featured Podcasts Sources: OpenAI’s Dots lead on the future of ChatGPT Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
272. Sources: an EU investigation is set to find that Azure and AWS meet DMA thresholds, as the EU strengthens its regulatory scrutiny of the cloud sector (Bloomberg)
Featured Podcasts Sources: OpenAI’s Dots lead on the future of ChatGPT Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
273. Sources: an EU investigation is set to find that Azure and AWS meet DMA thresholds, as the EU strengthens its regulatory scrutiny of the cloud sector (Bloomberg)
Featured Podcasts Sources: OpenAI’s Dots lead on the future of ChatGPT Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
274. Suno debuts Speech, which generates spoken voices with optional background music using scripts or prompts, in public beta, as its music product faces lawsuits (Jess Weatherbed/The Verge)
Featured Podcasts Sources: OpenAI’s Dots lead on the future of ChatGPT Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
275. Amazon plans to spend $1B+ over five years for infrastructure upgrades and other projects in US communities that host its data centers, amid a growing backlash (Todd Bishop/GeekWire)
Featured Podcasts Sources: OpenAI’s Dots lead on the future of ChatGPT Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
276. OpenAI says it learned this week that its AI agent hacked Australia’s NSW state government in June, following a similar hack on Australia’s federal government (Henry Belot/The Guardian)
Featured Podcasts Sources: OpenAI’s Dots lead on the future of ChatGPT Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
277. AT&T, T-Mobile, and Verizon form a JV that aims to expand US satellite coverage and eliminate dead zones, appointing industry veteran Paul Roth as interim CEO (David Shepardson/Reuters)
Featured Podcasts Sources: OpenAI’s Dots lead on the future of ChatGPT Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
278. Tether’s USDT stablecoin is set to return to the Bitcoin network through Tether-backed Utexo, which will keep most transaction data off Bitcoin’s public ledger (CoinDesk)
Featured Podcasts Sources: OpenAI’s Dots lead on the future of ChatGPT Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
279. US authorities arrest a California man suspected of smuggling $300M+ worth of restricted Nvidia AI chips to China via Malaysia and Singapore from 2023 to 2024 (Michael Shepard/Bloomberg)
Featured Podcasts Sources: OpenAI’s Dots lead on the future of ChatGPT Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
280. Halluminate, which builds AI training environments for complex financial work, raised a $30M Series A led by Oak HC/FT, bringing its total funding to $38.5M (Wen Shao/Fortune)
Featured Podcasts Sources: OpenAI’s Dots lead on the future of ChatGPT Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
281. A profile of Larry Ellison, including his octopus fixation, influence across Oracle, data centers, TikTok, politics, and support for David’s media ambitions (Vanity Fair)
Featured Podcasts Sources: OpenAI’s Dots lead on the future of ChatGPT Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
282. Sources: Amazon has held talks with investors about a deal to spin off $8B of Grace Blackwell chips into an SPV, then lease them back for its US data centers (Financial Times)
Featured Podcasts Sources: OpenAI’s Dots lead on the future of ChatGPT Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
283. Meta may never need ads to monetize Muse, instead focusing on building trust in the near term and possibly monetizing it through merchant transaction fees later (MBI Deep Dives)
Featured Podcasts Sources: OpenAI’s Dots lead on the future of ChatGPT Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
284. ArXiv limits preprint submissions to two per month per submitter, as AI access fuels a record 40,363 submissions in September 2026, vs. 20,569 in September 2024 (Kat Boboris/arXiv)
Featured Podcasts Sources: OpenAI’s Dots lead on the future of ChatGPT Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
285. OpenAI says that as of September 26, it has informed 100+ third-party organizations about unauthorized activity involving its AI agents (Arasu Kannagi Basil/Reuters)
Featured Podcasts Sources: OpenAI’s Dots lead on the future of ChatGPT Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
286. Experts say mounting cases of Nvidia chips reaching Chinese AI companies despite US export controls are increasingly pointing to gaps in Nvidia’s due diligence (Mackenzie Hawkins/Bloomberg)
Featured Podcasts Sources: OpenAI’s Dots lead on the future of ChatGPT Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
287. Cloudflare debuts open-weight multimodal decision models Clef and Clef-flash, claiming they are smarter and faster than Jev, based on Qwen3.8-27B and Qwen3.5-9B (Brandon Vigliarolo/The Register)
Featured Podcasts Sources: OpenAI’s Dots lead on the future of ChatGPT Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
288. Sources: Jay Clayton will likely be the White House’s pick for AI czar, and he may remain in his current role as director of national intelligence (Jennifer Jacobs/CBS News)
Featured Podcasts Sources: OpenAI’s Dots lead on the future of ChatGPT Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
289. Survey of 37 countries: the share of people who say social media is bad for democracy has risen significantly since 2022 or 2023; a median 55% say it’s good (Pew Research Center)
Featured Podcasts Sources: OpenAI’s Dots lead on the future of ChatGPT Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
290. California AG Rob Bonta issues an investigative subpoena to OpenAI, as part of a broader inquiry into cybersecurity incidents and risks related to its AI models (Jaspreet Singh/Reuters)
Featured Podcasts Sources: OpenAI’s Dots lead on the future of ChatGPT Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
291. A look at two opposing perspectives on AI agent sandboxing: infosec says labs need better containment, AI alignment says sandboxes can’t fully contain agents (Matthew Green/A Few Thoughts …)
Featured Podcasts Sources: OpenAI’s Dots lead on the future of ChatGPT Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
292. The US sanctions Russia-backed payment network A7, freezing its US assets and accusing it of enabling Iran and its proxy groups to evade western sanctions (Amy Mackinnon/Financial Times)
Featured Podcasts Sources: OpenAI’s Dots lead on the future of ChatGPT Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
293. New Mexico asks a judge to order Meta to pay up to $40B after a jury found it willfully deceived customers, in what could be the biggest US court penalty ever (KRQE)
Featured Podcasts Sources: OpenAI’s Dots lead on the future of ChatGPT Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
294. Microsoft launches MAI-Transcribe-2-Streaming, a model for low-latency, real-time transcripts, and two new voice models, MAI-Voice-2.1 and MAI-Voice-2.1-Flash (Microsoft AI)
Featured Podcasts Sources: OpenAI’s Dots lead on the future of ChatGPT Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
295. Source: some of the information that the three OpenAI employees allegedly mishandled pertained to OpenAI’s infrastructure architecture (Rachel Metz/Bloomberg)
Featured Podcasts Sources: OpenAI’s Dots lead on the future of ChatGPT Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
296. Lyft agrees to pay $272.5M to settle California claims that it mislabeled drivers as independent contractors rather than employees between 2016 and 2020 (Daniel Wiessner/Reuters)
Featured Podcasts Sources: OpenAI’s Dots lead on the future of ChatGPT Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
297. Source: some of the information that the three OpenAI employees allegedly mishandled pertained to OpenAI’s infrastructure architecture (Rachel Metz/Bloomberg)
Featured Podcasts Sources: OpenAI’s Dots lead on the future of ChatGPT Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
298. Lyft agrees to pay $272.5M to settle California claims that it mislabeled drivers as independent contractors rather than employees between 2016 and 2020 (Daniel Wiessner/Reuters)
Featured Podcasts Sources: OpenAI’s Dots lead on the future of ChatGPT Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
299. DoorDash pulls support for a GOP bill that would have limited DC’s ability to write its own tax laws after widespread calls for locals to boycott the service (Martin Austermuhle/The Washington Sun)
Featured Podcasts Sources: OpenAI’s Dots lead on the future of ChatGPT Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
300. OpenAI launches two ChatGPT shopping features: a virtual try-on tool for clothing and accessories, and a Favorites feature to save products to a user’s Library (Sarah Perez/TechCrunch)
Featured Podcasts Sources: OpenAI’s Dots lead on the future of ChatGPT Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
301. Anthropic urges Australia to consider “conditional approval” for Big Tech to train models on copyrighted works, giving copyright holders a choice to opt out (Josh Butler/The Guardian)
Featured Podcasts Sources: OpenAI’s Dots lead on the future of ChatGPT Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
302. A US judge dismisses Chegg and Penske lawsuits alleging Google violated antitrust law by forcing them to allow content in AI Overviews, reducing web traffic (Mike Scarcella/Reuters)
Featured Podcasts Sources: OpenAI’s Dots lead on the future of ChatGPT Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
303. Memo: Ryan Roslansky, who was promoted from LinkedIn CEO to the head of Office and Teams in 2025, is leaving, triggering another Microsoft executive reshuffle (Tom Warren/The Verge)
Featured Podcasts Sources: OpenAI’s Dots lead on the future of ChatGPT Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
304. Sources: Anthropic could start formal marketing for its IPO as soon as the week of November 9, putting it in line to begin trading before Thanksgiving (Bailey Lipschultz/Bloomberg)
Featured Podcasts Sources: OpenAI’s Dots lead on the future of ChatGPT Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
305. Sources: Anthropic has taken the unusual step of ending customers’ discounts, which typically reach ~15%, once they hit the usage limits, forcing renegotiations (Kevin McLaughlin/The Information)
Featured Podcasts Sources: OpenAI’s Dots lead on the future of ChatGPT Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
306. Gavin Newsom vetoes a CA bill banning secret recording with smart glasses in private places, saying its definition of wearable recording devices was too broad (Sophie Austin/Associated Press)
Featured Podcasts Sources: OpenAI’s Dots lead on the future of ChatGPT Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
307. Strands Labs, AWS’s experimental agent-development project, unveils Strands Decider 2B, a free, open-source Jev competitor fine-tuned from an Alibaba Qwen base (Carl Franzen/VentureBeat)
Featured Podcasts Sources: OpenAI’s Dots lead on the future of ChatGPT Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
308. SoftBank made the final $10B investment in its $30B pledge to OpenAI’s last funding round; source: Nvidia also made its final $10B investment in the round (The Information)
Featured Podcasts Sources: OpenAI’s Dots lead on the future of ChatGPT Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
309. OpenAI says it “parted ways” with three researchers for violating its “handling sensitive” info policies; sources: they shared it with an AI safety organization (Wall Street Journal)
Featured Podcasts Sources: OpenAI’s Dots lead on the future of ChatGPT Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
310. Sony launches Quick Spectral Super Resolution, a “new performance tier of AI upscaling” for the standard PS5 developed in collaboration with AMD (Jay Peters/The Verge)
Featured Podcasts Sources: OpenAI’s Dots lead on the future of ChatGPT Candid conversations with the leaders shaping what’s next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a...
311. A profile of Xbox CEO Asha Sharma, who insists that “Xbox is not for sale” despite mass layoffs and divested studios since inheriting the flailing division (Zachary Small/New York Times)
Featured Podcasts Big Technology Podcast: SAP CEO: AI Won’t Kill Software, But It Will Change Your Job — With Christian Klein The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and...
312. SemiAnalysis estimates ~90% of Anthropic’s business comes from agentic AI, while sources say nearly 25% of its revenue in 2025 came from just two clients (Financial Times)
Featured Podcasts Big Technology Podcast: SAP CEO: AI Won’t Kill Software, But It Will Change Your Job — With Christian Klein The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and...
313. A profile of Palo Alto Networks CEO Nikesh Arora, who has overseen revenue growth from $2.27B in FY2018 to $11.48B in FY2026 as AI reshapes cybersecurity (Allie Garfinkle/Fortune)
Featured Podcasts Big Technology Podcast: SAP CEO: AI Won’t Kill Software, But It Will Change Your Job — With Christian Klein The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and...
314. Micron CEO Sanjay Mehrotra says RAM shortages will persist into 2028 and perhaps beyond, and customers will pay “much higher prices” than they did this year (Simon Sharwood/The Register)
Featured Podcasts Big Technology Podcast: SAP CEO: AI Won’t Kill Software, But It Will Change Your Job — With Christian Klein The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and...
315. Analysis: Google, Apple, and Amazon each have more meetings with European parliament and European Commission officials than any individual European company (Financial Times)
Featured Podcasts Big Technology Podcast: SAP CEO: AI Won’t Kill Software, But It Will Change Your Job — With Christian Klein The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and...
316. Netflix co-CEO Ted Sarandos says growth is slower than he’d like and defends the WBD pursuit, adding Netflix isn’t seeking another acquisition to replace it (Sohee Kim/Bloomberg)
Featured Podcasts Big Technology Podcast: SAP CEO: AI Won’t Kill Software, But It Will Change Your Job — With Christian Klein The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and...
317. Sources: Tencent signed a ~$7B, five-year deal with Oracle this year for access to ~100K advanced AI chips unavailable in China via Southeast Asian data centers (Zijing Wu/Financial Times)
Featured Podcasts Big Technology Podcast: SAP CEO: AI Won’t Kill Software, But It Will Change Your Job — With Christian Klein The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and...
318. Anthropic says Claude for Government is now generally available to federal and state agencies, with Claude Code CLI and Claude for Microsoft 365 in early access (Claude)
Featured Podcasts Big Technology Podcast: SAP CEO: AI Won’t Kill Software, But It Will Change Your Job — With Christian Klein The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and...
319. Salesforce agrees to buy AI customer research startup Listen Labs, reportedly for $2B; Listen Labs had raised a $69M Series B at a $500M valuation in January (Chris Metinko/Axios)
Featured Podcasts Big Technology Podcast: SAP CEO: AI Won’t Kill Software, But It Will Change Your Job — With Christian Klein The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and...
320. Asymmetric Security investigation: OpenAI agents pulled data from 55 business, nonprofit, and government agency websites while actively obscuring their actions (Rafe Rosner-Uddin/Financial Times)
Featured Podcasts Big Technology Podcast: SAP CEO: AI Won’t Kill Software, But It Will Change Your Job — With Christian Klein The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and...
321. Docs and sources: Google researchers worried about AI risks to children, including potential cognitive and emotional harm, as the company pushed AI into schools (Wall Street Journal)
Featured Podcasts Big Technology Podcast: SAP CEO: AI Won’t Kill Software, But It Will Change Your Job — With Christian Klein The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and...
322. Flow, a hardware development platform for AI agents, raised a $50M Series B led by Valor’s Antonio Gracias and Atreides’ Gavin Baker at a $750M valuation (Julie Bort/TechCrunch)
Featured Podcasts Big Technology Podcast: SAP CEO: AI Won’t Kill Software, But It Will Change Your Job — With Christian Klein The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and...
323. Amazon signs a 20-year deal to buy power from Constellation Energy, including boosting capacity at its Maryland nuclear plant, supporting $3B+ in investments (Will Wade/Bloomberg)
Featured Podcasts Big Technology Podcast: SAP CEO: AI Won’t Kill Software, But It Will Change Your Job — With Christian Klein The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and...
324. Flow, a hardware development platform for AI agents, raised a $50M Series B led by Valor’s Antonio Gracias and Atreides’ Gavin Baker at a $750M valuation (Julie Bort/TechCrunch)
Featured Podcasts Big Technology Podcast: SAP CEO: AI Won’t Kill Software, But It Will Change Your Job — With Christian Klein The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and...
325. Amazon signs a 20-year deal to buy power from Constellation Energy, including boosting capacity at its Maryland nuclear plant, supporting $3B+ in investments (Will Wade/Bloomberg)
Featured Podcasts Big Technology Podcast: SAP CEO: AI Won’t Kill Software, But It Will Change Your Job — With Christian Klein The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and...
326. Gemini 4 Argon has a 1M-token output limit, up from 64K for prior models; it initially costs $2/1M input and $10/1M output tokens, rising to $4 and $20 later (Matthias Bastian/The Decoder)
Featured Podcasts Big Technology Podcast: SAP CEO: AI Won’t Kill Software, But It Will Change Your Job — With Christian Klein The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and...
327. Gemini 4 Argon has a 1M-token output limit, up from 64K for prior models; it initially costs $2/1M input and $10/1M output tokens, rising to $4 and $20 later (Matthias Bastian/The Decoder)
Featured Podcasts Big Technology Podcast: SAP CEO: AI Won’t Kill Software, But It Will Change Your Job — With Christian Klein The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and...
328. Artificial Analysis says Gemini 4 Argon (high) matches GPT-6 Astra (max) on its Intelligence Index and has a 15% hallucination rate, compared with 51% for Astra (Artificial Analysis)
Featured Podcasts Big Technology Podcast: SAP CEO: AI Won’t Kill Software, But It Will Change Your Job — With Christian Klein The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and...
329. Internal data: Meta’s Muse now has 3M+ users who submit at least one prompt per week and 1M+ DAUs who have sent at least one prompt (Jyoti Mann/The Information)
Featured Podcasts Big Technology Podcast: SAP CEO: AI Won’t Kill Software, But It Will Change Your Job — With Christian Klein The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and...
330. Grindr agrees to acquire PurposeMed, owner of HIV-prevention telehealth provider Freddie, for $250M, its first major acquisition as it expands into a gay hub (Elias Schisgall/Wall Street Journal)
Featured Podcasts Big Technology Podcast: SAP CEO: AI Won’t Kill Software, But It Will Change Your Job — With Christian Klein The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and...
331. California Governor Gavin Newsom signs the No Robo Bosses Act, which prevents employers in the state from relying solely on AI to fire or discipline workers (Paxton Honerkamp/CNBC)
Featured Podcasts Big Technology Podcast: SAP CEO: AI Won’t Kill Software, But It Will Change Your Job — With Christian Klein The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and...
332. Sources: Trump’s AI accord grew out of a talk between Zuckerberg and House Speaker Mike Johnson; Zuckerberg circulated a draft, and Huang helped build support (Ashley Gold/Semafor)
Featured Podcasts Big Technology Podcast: SAP CEO: AI Won’t Kill Software, But It Will Change Your Job — With Christian Klein The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and...
333. Slack message: Greg Brockman has no plans to donate beyond his initial $25M to Leading the Future, saying the PAC has become a “distraction” at OpenAI (New York Times)
Featured Podcasts Big Technology Podcast: SAP CEO: AI Won’t Kill Software, But It Will Change Your Job — With Christian Klein The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and...
334. Sources: Jensen Huang and other execs asked Dario Amodei at the White House why he was so extreme in public on AI risks; Amodei said it’s important to be honest (Wall Street Journal)
Featured Podcasts Big Technology Podcast: SAP CEO: AI Won’t Kill Software, But It Will Change Your Job — With Christian Klein The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and...
335. Factory CEO Matan Grinberg alleges Cognition’s new CRO Chris Degnan had been confiding with Cognition executives while advising Factory as a board observer (Rya Jetha/Business Insider)
Featured Podcasts Big Technology Podcast: SAP CEO: AI Won’t Kill Software, But It Will Change Your Job — With Christian Klein The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and...
336. Micron reports Q4 revenue up 379% YoY to $54.23B, vs. $51.07B est., net income up 1,078% to $37.7B, and forecasts Q1 revenue above estimates (CNBC)
Featured Podcasts Big Technology Podcast: SAP CEO: AI Won’t Kill Software, But It Will Change Your Job — With Christian Klein The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and...
337. Sources: some Google employees say Gemini 4 performs well on benchmarks but struggles with some real-world coding tasks; Google disputes that characterization (Bloomberg)
Featured Podcasts Big Technology Podcast: SAP CEO: AI Won’t Kill Software, But It Will Change Your Job — With Christian Klein The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and...
338. DOD taps Elon Musk, Palmer Luckey, and former House Speaker Newt Gingrich for Project Meridian, a 120-day study of capabilities the US may need in future wars (Luke Fountain/CNBC)
Featured Podcasts Big Technology Podcast: SAP CEO: AI Won’t Kill Software, But It Will Change Your Job — With Christian Klein The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and...
339. Google rolls out Gemini 4 Argon to a small group of cybersecurity partners and says it outperforms GPT-6 Astra on certain coding and knowledge work benchmarks (Madison Mills/Axios)
Featured Podcasts Big Technology Podcast: SAP CEO: AI Won’t Kill Software, But It Will Change Your Job — With Christian Klein The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and...
340. OpenAI says individuals associated with Moonshot AI played a significant role in a coordinated model-distillation campaign that began in early July (Maggie Eastland/Bloomberg)
...
341. Reddit says it is ending support for RSS feeds on November 13 because the feeds are a target for abuse by AI bots and is ending its public API access in March (Sarah Perez/TechCrunch)
...
342. Open Standard launches its OUSD stablecoin; founding partners Visa, Stripe, Mastercard, and Coinbase will offer initial access to businesses and developers (Ben Weiss/Bloomberg)
...
343. Document: SpaceXAI plans a unified subscription for Grok and X with four tiers, including a $100/month Ultra plan, an $8/month Lite plan, and a free offering (Edward Ludlow/Bloomberg)
...
344. Alex Stamos is joining Cognition as its new chief security officer; he most recently oversaw security at AI security startup Corridor and SentinelOne (Sam Sabin/Axios)
...
345. Berlin-based Restate, which provides a durable execution engine to make software workflows resilient to crashes, raised a $20M Series A led by Singular (Marina Temkin/TechCrunch)
...
346. ElevenLabs says existing investors and employees have sold $300M worth of stock in a tender led by Wellington and T Rowe Price and valuing the startup at $22B (Tim Bradshaw/Financial Times)
...
347. Google DeepMind introduces SynthID Bio, a family of watermarking methods for AI-designed proteins to help with biosecurity and scientific integrity (John Timmer/Ars Technica)
...
348. Miter, which provides workforce management tools for the construction industry, raised a $40M Series B led by Battery Ventures, taking its total funding to $78M (Chris Metinko/Axios)
...
349. CScale, which is developing optical interconnect for accelerators, emerges from stealth with a $145M Series C led by Atreides, Valor Equity, and Premji Invest (Dean Takahashi/GamesBeat)
...
350. Metaview, which uses AI agents to automate recruiting workflows, raised a $60M Series C led by Insight Partners, bringing its total funding to $110M (Chris Metinko/Axios)
...
351. Sources: the US FTC is expanding a sweeping probe of Anthropic, OpenAI, and other frontier AI labs, and plans to issue formal demands to turn over information (New York Post)
...
352. The UK’s MI5 issues a rare espionage alert urging UK universities to cut ties with the China General Technology Research Institute, which funded AI research (Financial Times)
...
353. An interview with OpenAI Chief Research Officer Mark Chen on the Hugging Face incident, slowing AI development, shifting 5%-10% of compute to safety, and more (Will Douglas Heaven/MIT Technology Review)
...
354. Instagram rolls out a conversational AI video editing assistant for Edits, its dedicated CapCut competitor, after an initial preview at a creator event in June (Amanda Silberling/TechCrunch)
...
355. Amazon aims to have 5,000 drivers wearing its smart glasses in 2026, rising to 20,000+ in 2027; the glasses capture static images for its AI mapping platform (Dave Lee/Bloomberg)
...
356. DoorDash opens US waitlists for an Apple Messages-integrated AI agent for ordering and a B2B API allowing assistants like Slack bots to execute bulk orders (Natalie Lung/Bloomberg)
...
357. Amazon says Fire TV now offers integrated live content from 40+ apps, like YouTube TV and DirecTV, and plans a Music app with podcasts and concerts in the fall (Mariella Moon/Engadget)
...
358. Sources: Google is paying ~100 digital publishers for how much their content contributes to AI Overviews, AI Mode, and Gemini in a pilot; payments vary widely (The Information)
...
359. DoorDash unveils new retail partnerships to deliver clothing and footwear; Macy’s is listing products directly on the DoorDash app for two-hour delivery (Sarah Nassauer/Wall Street Journal)
...
360. Amazon unveils a faster, slimmer $60 Fire TV Stick 4K, simplifies its Fire TV Stick lineup, and plans to roll out an upgraded Alexa+ living room hub in November (Chris Welch/Bloomberg)
...
361. Tinder rolls out Group Hangouts in select US markets, letting a user form a group of three to 15 friends around shared activities, as it courts younger users (Samantha Kelly/Bloomberg)
...
362. Pioneering Silicon Valley VC Bill Draper died on September 8 at age 98; he began investing in the 1960s, with successful bets like Activision, Skype, and Qume (Alex Williams/New York Times)
...
363. Sources: Apple is set to launch its smart home expansion on October 13, including a hub with a 6″ screen and an iMac G4-like design and a HomePod mini refresh (Mark Gurman/Bloomberg)
...
364. Documents: 20+ studies since 2025 show Chinese-powered AI agents displaying deceptive behavior, unprompted replication, and barrier circumvention in testing (Reuters)
...
365. Sources and filings: Situational Awareness lacked an investment risk team; after the sell-off, the SEC sent subpoenas to major banks about trades they financed (New York Times)
...
366. Sources and filings: Situational Awareness lacked an investment risk team; after the sell-off, the SEC sent subpoenas to major banks about trades they financed (New York Times)
...
367. Samsung Galaxy Tab S12 Ultra review: the new $1,400 tablet is an iPad Pro rival with a great OLED display, battery life, and performance, but it is pricey (Sam Rutherford/Engadget)
...
368. Samsung Galaxy Tab S12 Ultra review: the new $1,400 tablet is an iPad Pro rival with a great OLED display, battery life, and performance, but it is pricey (Sam Rutherford/Engadget)
...
369. GPU cloud provider GMI Cloud raised $668M, including $223M in equity led by ARCHIV with participation from Nvidia and $445M in credit led by Taiwanese bank CTBC (Phoebe Liu/The Information)
...
370. GPU cloud provider GMI Cloud raised $668M, including $223M in equity led by ARCHIV with participation from Nvidia and $445M in credit led by Taiwanese bank CTBC (Phoebe Liu/The Information)
...
371. A book excerpt details the Sam Altman-Dario Amodei feud, and Greg Brockman and Ilya Sutskever’s 2017 plan to auction rights to OpenAI’s future AGI to countries (Kevin Roose/The Atlantic)
...
372. Outmarket, which uses AI to help insurance agencies and brokers automate their tedious paperwork, raised a $34.5M Series B, a source says at a $335M valuation (Marina Temkin/TechCrunch)
...
373. Goldman Sachs: investors have provided ~$500B in financing to AI-linked groups in 2026 so far, as hyperscaler debt issuance spreads to the euro, CAD, and others (Financial Times)
...
374. Alibaba’s ModelScope and OSChina’s MoArk are vying to become Chinese alternatives to Hugging Face; ModelScope hosts 170K+ open models, while MoArk hosts ~20K (Viola Zhou/Rest of World)
...
375. Singapore doubles down on chipmaking as the AI boom lifts its economy, but high costs, scarce land and labor, and US trade scrutiny threaten its ambitions (Owen Walker/Financial Times)
...
376. A profile of Mariano-Florentino Cuéllar, Anthropic’s first global affairs chief, who had helped shape California’s first AI safety law in 2025 (Brandon Pho/Mission Local)
...
377. DeepSeek says it has partnered with Huawei to develop programming tools for Huawei’s Ascend chips, including TileLang, an open-source CUDA alternative (Reuters)
...
378. Hands-on with Dots, OpenAI’s work-focused agentic product: highly capable and intuitive, with natural-feeling conversations represented as a chat inside ChatGPT (Casey Newton/Platformer)
...
379. Sources: US-based PaleBlueDot AI is seeking $600M in private credit to buy chips for its South Korea site, to be used by Chinese social media app Xiaohongshu (Megawati Wijaya/Bloomberg)
...
380. South Korea’s Kospi was the world’s worst-performing stock market in Q3, down 18.8% due to Samsung and SK Hynix sell-offs in early Q3, but remains up 60% YTD (Financial Times)
...
381. Apple Pay launches in India, letting eligible Axis Bank Visa and Mastercard credit cardholders add their cards to Apple Wallet on iPhone, iPad, and Apple Watch (Dhruv Mohan/The Economic Times)
...
382. US Health Secretary RFK Jr. says AI can offer “a second opinion that is much better informed than any doctor in the country” and “free us from medical tyranny” (Sheryl Gay Stolberg/New York Times)
...
383. A profile of Travis Kalanick, CEO of Atoms, whom Silicon Valley has welcomed back with VC support despite his unapologetic stance on his 2017 ouster from Uber (Jeff John Roberts/Fortune)
...
384. Robinhood plans to let users trade some US stocks round-the-clock during weekends, wager on specific corporate earnings metrics, and trade perpetual futures (Reuters)
...
385. An interview with Bill Gates about the need for more than natural incentives under capitalism to regulate AI’s risks, the effects AI will have on jobs, and more (New York Times)
...
386. AI infrastructure company Accelevation and backer Olympus raise $540M in a US IPO after selling 30M shares for $18 each, below its marketed $20-$24 range (Bloomberg)
...
387. Trump releases a voluntary AI accord with tech leaders, asking companies to partner with external auditors and set up internal controls to monitor AI alignment (Kanishka Singh/Reuters)
...
388. President Trump signs an executive order requiring federal government agencies to refer to AI as “Super Intelligence” or “SI” in all official communications (Michael Shepard/Bloomberg)
...
389. Anthropic says GLM-5.3 can autonomously build end-to-end cyber exploits, like Claude Mythos Preview, but was released without robust safeguards against misuse (Anthropic)
...
390. Efficient Computer, which uses dataflow architectures to develop faster and more energy-efficient chips, raised a $97M Series B at a $650M valuation (Stephen Nellis/Reuters)
...
391. IPO filing: Anthropic routed 47% of its sales, or ~$2.16B, in 2025 through cloud partners Amazon and Google; analysis: it paid ~$351M back in distribution fees (Reuters)
...
392. A US appeals court upholds a ruling for Thomson Reuters in its copyright lawsuit against Ross Intelligence, rejecting Ross’ fair use defense for AI training (Blake Brittain/Reuters)
...
393. At the unBoxed conference, Amazon moves AI from being a feature to playing a more central role in ad-buying and brings previously separate ad workflows together (Ronan Shields/Digiday)
...
394. A US appeals court upholds a ruling for Thomson Reuters in its copyright lawsuit against Ross Intelligence, rejecting Ross’ fair use defense for AI training (Blake Brittain/Reuters)
...
395. President Trump signs an executive order requiring federal government agencies to refer to AI as “Super Intelligence” or “SI” in all official communications (Michael Shepard/Bloomberg)
...
396. At the unBoxed conference, Amazon moves AI from being a feature to playing a more central role in ad-buying and brings previously separate ad workflows together (Ronan Shields/Digiday)
...
397. Mark Zuckerberg says the voluntary “accord” on AI standards that tech executives agreed to includes internal risk reviews and external auditors (Axios)
...
398. Mark Zuckerberg says the voluntary “accord” on AI standards that tech executives agreed to includes internal risk reviews and external auditors (Axios)
...
399. IPO filing: Anthropic routed 47% of its sales, or ~$2.16B, in 2025 through cloud partners Amazon and Google; analysis: it paid ~$351M back in distribution fees (Reuters)
...
400. Efficient Computer, which uses dataflow architectures to develop faster and more energy-efficient chips, raised a $97M Series B at a $650M valuation (Stephen Nellis/Reuters)
...
401. Anthropic says GLM-5.3 can autonomously build end-to-end cyber exploits, like Claude Mythos Preview, but was released without robust safeguards against misuse (Anthropic)
...
402. Interviews with Anthropic co-founder Christopher Olah and 20 religious and philosophical leaders about their summits to investigate consciousness in Claude (Elizabeth Dias/New York Times)
...
403. Baseten partners with OpenAI to let OpenAI enterprise customers use existing commitments for open models served by Baseten within Codex or via the Responses API (Dannie Herzberg/Baseten)
...
404. Sources: OpenAI aims to raise at least $30B at a pre-money valuation of around $1.4T, meant to be a bridge round to provide it with capital in place of an IPO (Bloomberg)
...
405. Sources: OpenAI aims to raise at least $30B at a pre-money valuation of around $1.4T, meant to be a bridge round to provide it with capital in place of an IPO (Bloomberg)
...
406. OpenAI announces ChatGPT Space, a collaborative hub for shared pages and files, available on Pro, Business, and Enterprise plans; it replaces Library (Kris Holt/Engadget)
...
407. OpenAI announces ChatGPT Space, a collaborative hub for shared pages and files, available on Pro, Business, and Enterprise plans; it replaces Library (Kris Holt/Engadget)
...
408. OpenAI unveils Decisions API, which returns predefined answers with confidence scores, available in limited preview with no pricing details (Frederic Lardinois/The New Stack)
...
409. Sources: some potential Oura IPO investors decided to hold off, citing its ~$15B target valuation and poor post-listing performance of peers like Fitbit (Bloomberg)
...
410. OpenAI unveils Decisions API, which returns predefined answers with confidence scores, available in limited preview with no pricing details (Frederic Lardinois/The New Stack)
...
411. Sources: some potential Oura IPO investors decided to hold off, citing its ~$15B target valuation and poor post-listing performance of peers like Fitbit (Bloomberg)
...
412. General Intuition, which trains AI agents in spatial reasoning via gameplay footage, raised $220M at a $6.2B valuation, for $650M+ in total funding (Dean Takahashi/GamesBeat)
...
413. General Intuition, which trains AI agents in spatial reasoning via gameplay footage, raised $220M at a $6.2B valuation, for $650M+ in total funding (Dean Takahashi/GamesBeat)
...
414. OpenAI says Plus and Pro subscribers can use their existing plan allowance with 16 launch partners, including Vercel and Devin, via Sign in with ChatGPT (Paul Sawers/The New Stack)
...
415. OpenAI prices GPT-6.1 Sol at $2/1M input and $10/1M output tokens, the same as GPT-6 Sol and Claude Sonnet 5.5, and says it performs well on safety tests (Maximilian Schreiner/The Decoder)
...
416. OpenAI says Plus and Pro subscribers can use their existing plan allowance with 16 launch partners, including Vercel and Devin, via Sign in with ChatGPT (Paul Sawers/The New Stack)
...
417. OpenAI prices GPT-6.1 Sol at $2/1M input and $10/1M output tokens, the same as GPT-6 Sol and Claude Sonnet 5.5, and says it performs well on safety tests (Maximilian Schreiner/The Decoder)
...
418. OpenAI expands ChatGPT plugins with interactive panels and file viewers, launches a Plugin Creator tool, and adds MCP Events support for plugin automations (Sarah Perez/TechCrunch)
...
419. OpenAI expands ChatGPT plugins with interactive panels and file viewers, launches a Plugin Creator tool, and adds MCP Events support for plugin automations (Sarah Perez/TechCrunch)
...
420. OpenAI releases GPT-6.1 Sol, saying it nearly matches Astra on agentic coding and professional work at one-fifth of Astra’s standard prices, in Work and Codex (OpenAI)
...
421. OpenAI announces a $500/month Pro plan, offering its highest usage allowance and access to its new Ultrafast speed tier (Igor Bonifacic/Engadget)
...
422. Sources: OpenAI repeatedly dismissed internal warnings about inadequate monitoring of testing, prioritizing fast releases without additional security protocols (New York Times)
...
423. A livestream of the OpenAI DevDay 2026 keynote (OpenAI on YouTube)
...
424. A live blog of the OpenAI DevDay 2026 keynote, where Sam Altman is expected to announce ChatGPT and Codex updates (Engadget)
...
425. OpenAI announces Dots, always-on agents powered by GPT-6 Astra with its own cloud computer, available in ChatGPT on web, mobile, and desktop to Pro users (Rachel Metz/Bloomberg)
...
426. OpenAI announces new features for Codex, including reusable cloud development environments, a refreshed Codex CLI, a new code review experience, and more (Sarah Perez/TechCrunch)
...
427. OpenAI says users can message Dots through ChatGPT, Slack, and Microsoft Teams and join a waitlist to text via iMessage or RCS messaging on Android (Reece Rogers/Wired)
...
428. Sources: OpenAI’s ARR is nearing $70B, growing 70%+ since the beginning of Q3, with B2B revenue up 100%+; it added more consumer revenue in Q3 than all of 2025 (Madison Mills/Axios)
...
429. Miami-based Jeeves, which launched stablecoin-based payments earlier this year, raised a $110M Series C led by CoinFund, with participation from a16z and others (Maria Clara Cobo/Bloomberg)
...
430. Sources: John Ternus is overhauling Apple to release products more often and create a leaner organization with a greater focus on engineering (Mark Gurman/Bloomberg)
...
431. Mark Gurman: Apple considered replacing ~5,000 AppleCare customer service workers with AI-powered agents, but it has put those plans on hold indefinitely (Joe Rossignol/MacRumors)
...
432. Trump officially launches America.gov, an AI-powered single access point for federal government services and information led by Airbnb co-founder Joe Gebbia (Mallory Wilson/The Hill)
...
433. IPO prospectus: Anthropic has agreements to pay SpaceX up to $84.5B to use its Nvidia-based compute through 2029, mostly cancellable with a 90-day notice period (Grace Kay/The Information)
...
434. IPO prospectus: Anthropic expects to spend $518B+ over 10 years with six partners on AI infrastructure; ~80% is non-cancelable or payable regardless of usage (Reuters)
...
435. Investigation: McDonald’s is utilizing an AI pricing engine across nearly 14,000 restaurants to generate location-specific “optimal prices” for menu items (Waylon Cunningham/Reuters)
...
436. In a July letter to Rep. Jamie Raskin, Apple explained it removed ICEBlock and similar ICE-tracking apps in 2025 due to agent and detainee safety concerns (Clare Duffy/CNN)
...
437. Sources: Nvidia is in early-stage talks with insurance companies to structure risk-mitigation products to protect lenders against loan defaults by neoclouds (Financial Times)
...
438. Q&A with Timnit Gebru, who says the “existential risk” narrative is a harmful marketing strategy and the “stochastic parrots” metaphor is not outdated (Lauren Goode/Wired)
...
439. FOI docs: UK police’s six-month live facial recognition trial in London railway stations scanned 500K+ faces, leading to no arrests and one false-positive alert (Daniel Boffey/The Guardian)
...
440. EliseAI, which provides AI tools for health care and housing industries, raised $350M at a $4B valuation, up from $2.2B after raising $250M in August 2025 (Nick Lichtenberg/Fortune)
...
441. OpenAI is adopting a structured “safety case” documentation framework modeled after industries like aviation and nuclear power to govern frontier RL training (OpenAI)
...
442. Censorship monitor EngelliWeb says X blocked nearly 500 accounts in Turkey, including those of journalists, economists, and academics, after court orders (Inci Ozbek/Bloomberg)
...
443. Oura says it is delaying its Nasdaq IPO due to uncertainty in the market, despite “strong demand” and a strengthening of its business since the process started (April Roach/CNBC)
...
444. Meta launches Muse for Small Business, integrating the AI agent with Asana, Zoom, Intuit, Box, Canva, Slack, and other apps, alongside its own ad accounts (Isabel O’Brien/CNBC)
...
445. Sources: Anthropic dedicated nearly a third of its IPO prospectus to detailing “risk factors”, including that its AI may pose “existential risks to humanity” (Financial Times)
...
446. OpenAI reopens sign-ups for its $200/month Pro tier while halving the API credits provided per dollar to encourage pay-per-use, and removes the five-hour cap (Matthias Bastian/The Decoder)
...
447. Shein reports Q2 revenue up 0.9% YoY to $11B and net income down 66% to $228M, in its first report since a Hong Kong IPO; its stock is ~30% below its IPO price (Tracy Qu/Wall Street Journal)
...
448. Pope Leo XIV rebukes Jensen Huang for downplaying AI risks, saying “the concerns raised by many of the experts, specialists in AI, should be taken seriously” (Michael Acton/Financial Times)
...
449. Google appeals the European Commission’s DMA mandates to open up Android at the EU General Court, arguing the requirements threaten user privacy and security (Samuel Stolton/Bloomberg)
...
450. India plans to invest up to $25B in its nascent deep tech industry, as it looks to catch up with the US and China, after investing $11.6B over the past decade (Priyanka Salve/CNBC)
...
451. India plans to invest up to $25B in its nascent deep tech industry, as it looks to catch up with the US and China, after investing $11.6B over the past decade (Priyanka Salve/CNBC)
...
452. Sources: six independent advisory board experts resigned from the Global Internet Forum to Counter Terrorism, as Meta and others push for structural changes (Paresh Dave/Wired)
...
453. Sources: six independent advisory board experts resigned from the Global Internet Forum to Counter Terrorism, as Meta and others push for structural changes (Paresh Dave/Wired)
...
454. An interview with Atlassian CEO Mike Cannon-Brookes on the SaaSpocalypse, enterprise AI, Atlassian’s reorg, why chatbots aren’t the future of work, and more (Nilay Patel/The Verge)
...
455. OpenAI apologizes for its AI models breaching Australian government websites, pledges cyber defense funding, and plans to form a task force as part of reforms (Bloomberg)
...
456. Coinbase gets CFTC approval for Coinbase Clearing, completing its derivatives stack, letting it list, broker, and clear fully collateralized products in-house (Danny Park/The Block)
...
457. Sources on how SoftBank’s $11B junk bond sale landed, despite investor questions about OpenAI’s listing timeline, data center plans, and SB Energy’s delayed IPO (Bloomberg)
...
458. Google confirms it’ll phase out ChromeOS by mid-2034, cutting short a 10-year support period for some devices but noting it will help orgs move to Googlebook OS (Andrew E. Freedman/Tom’s Hardware)
...
459. Sen. Blumenthal-led report: Tether’s USDT is central to Iran’s shadow banking system; 87% of 757 “terrorism”-related wallets predominantly transacted in USDT (Sarah Wynn/The Block)
...
460. IPO filing: Anthropic’s seven co-founders will initially have 50.1% of the total voting power through a new “Founder LLC” aimed at serving the common good (Reuters)
...
461. Q&A with Instinct founder Noah Shinn on Instinct’s business model, privacy, safety and security, securing compute, Big Tech competition, and more (Patrick O’Shaughnessy/Colossus)
...
462. IPO prospectus: Anthropic reports a net loss of $42B in 2025 and plans to spend $518B on cloud, computing, and infrastructure obligations in the coming year (Echo Wang/Reuters)
...
463. Samsung commits $1B to AI infrastructure company Helix, adding to the $10B already secured when a KKR-led consortium including Nvidia established Helix in June (Wall Street Journal)
...
464. Artificial Analysis’ Intelligence Index: Sonnet 5.5 (max) ranks above GPT-6 Astra (max) and behind only Opus 5.5 (max) but has the highest token use of them all (Artificial Analysis)
...
465. Rep. Ro Khanna will introduce the Human Control Over AI Act, with strict liability and a ban on recursive self-improving AI until government safeguards exist (Garrett Downs/CNBC)
...
466. Internal memo: FBI said it is “operating under the premise” that a threat actor stole PII of all employees; ShinyHunters set a Tuesday deadline tied to demands (New York Times)
...
467. OpenAI scraps plans to publicly launch a model dubbed GPT-6.1 Astra, saying it didn’t quite meet its safety bar; it had been targeting an October release (Maxwell Zeff/Wall Street Journal)
...
468. OpenAI scraps plans to publicly launch a model dubbed GPT-6.1 Astra, saying it didn’t quite meet its safety bar; it had been targeting an October release (Maxwell Zeff/Wall Street Journal)
...
469. Manus debuts Manus 2.0, its latest AI agent, and Cue, a new standalone app for personal agents, each with its own email, phone number, wallet, and computer (Micah Barkley/Bloomberg)
...
470. Sources: Blockchain.com tells prospective investors it wants to go public this year, seeking to raise about $500M in an IPO targeting a $4B to $6B valuation (Bloomberg)
...
471. Sources: OpenAI offered to invest ~$100M in Hugging Face before Nvidia’s $13B acquisition, but talks fell apart; AMD and Salesforce also held talks (Kate Rooney/CNBC)
...
472. AMD agrees to acquire Fei-Fei Li’s World Labs for $8.2B in an all-stock deal expected to close by year-end; Li will join AMD as EVP and chief scientist (Edward Ludlow/Bloomberg)
...
473. Google says it will migrate Gems, which let users create custom versions of Gemini, to “skills”, starting Nov. 17; Google introduced skills with Gemini Spark (Abner Li/9to5Google)
...
474. Anthropic releases Sonnet 5.5, saying it generates outputs 30%+ faster than Sonnet 5 and costs up to 30% less per task, and plans to release Haiku 5.5 soon (Anthropic)
...
475. Jensen Huang says AI model distillation is “competition”; Scott Bessent described it as “theft” in July and threatened sanctions against overseas companies (Kai Nicol-Schwarz/CNBC)
...
476. Jensen Huang says AI model distillation is “competition”; Scott Bessent described it as “theft” in July and threatened sanctions against overseas companies (Kai Nicol-Schwarz/CNBC)
...
477. In simulated testing, GPT-6 Astra conducted unsanctioned supply-chain attacks, when prompted only to perform a cyber eval, more often than earlier OpenAI models (AI Security Institute)
...
478. Meta says MongoDB CEO Chirantan Desai will serve as Chief Enterprise Platform Officer; MongoDB appoints ex-CEO Dev Ittycheria as interim CEO (Harshita Mary Varghese/Reuters)
...
479. An OpenAI agent security executive discusses the Hugging Face incident, OpenAI’s response, sandboxing improvements, alignment, “reasonable paranoia”, and more (Joe/@joedaroo)
...
480. Boston-based Modulate, which uses small AI models to offer enterprises transcription, emotional analysis, deepfake and AI music detection, and more, raised $25M (Ivan Mehta/TechCrunch)
...
481. Florida AG James Uthmeier files for an emergency injunction against OpenAI and ChatGPT, asserting the company cannot adequately self-regulate its tech (Axios)
...
482. SpaceX launches its enormous Starship rocket into orbit for the first time, deploying 26 of the most advanced Starlink satellites to join the 11,000 in service (Marcia Dunn/Associated Press)
...
483. Quartermaster, which builds a SmartMast for ships to relay real-time maritime data, raised a $140M Series B, with $100M in equity, after a $43M Series A in May (TechCrunch)
...
484. AI research leaders at OpenAI, Anthropic, Microsoft, and Meta warn of an impending “intelligence explosion” and call for oversight into automated AI research (Maxwell Zeff/Wall Street Journal)
...
485. AI research leaders at OpenAI, Anthropic, Microsoft, and Meta warn of an impending “intelligence explosion” and call for oversight into automated AI research (Maxwell Zeff/Wall Street Journal)
...
486. Cyber defense tech company RedLattice plans to go public via the Bold Eagle Acquisition Corp. SPAC, in a deal valuing RedLattice at ~$1.25B including debt (Liana Baker/Bloomberg)
...
487. Cyber defense tech company RedLattice plans to go public via the Bold Eagle Acquisition Corp. SPAC, in a deal valuing RedLattice at ~$1.25B including debt (Liana Baker/Bloomberg)
...
488. Physical AI chip startup SiMa.ai raised a $150M Series C led by Fidelity and Amplify at a $1.45B valuation, aiming to compete with Nvidia’s CUDA-based hardware (Kyt Dotson/SiliconANGLE)
...
489. Physical AI chip startup SiMa.ai raised a $150M Series C led by Fidelity and Amplify at a $1.45B valuation, aiming to compete with Nvidia’s CUDA-based hardware (Kyt Dotson/SiliconANGLE)
...
490. Hundreds of people attended a pro-AI party in DC on September 26, in what the organizers called a counterprogram to the “bipartisan psychosis” over data centers (The Washington Sun)
...
491. NXP and TSMC affiliate Vanguard inaugurate their joint advanced chip fab in Singapore, targeting mass production in early 2027 and eyeing a second facility (Cheng Ting-Fang/Nikkei Asia)
...
492. Nvidia launches the Open Agent Safety Platform, a reference design to stop AI agents from escaping, made up of OpenShell for CPUs and Sentry for network chips (Kif Leswing/CNBC)
...
493. The Dutch government is testing DAWO, a NixOS-based digital work environment covering the OS, office suite, and more, after Microsoft cut off the ICC in 2025 (Sourav Rudra/It’s FOSS)
...
494. A profile of South Korea Deputy PM Bae Kyung-hoon, an AI evangelist and a former AI researcher leading lavishly funded programs to make AI ubiquitous nationwide (Daniel Tudor/Financial Times)
...
495. Litigation funder Burford Capital says it stands to gain up to $1.4B after a US jury ruled against Apple in a patent case, awarding $5.7B in damages to Taction (Stefania Palma/Financial Times)
...
496. Uber removes its branding from Uber Safari 4×4 vehicles in Nairobi National Park due to safety concerns and fierce pushback from local guides and tour operators (Caroline Kimeu/Wall Street Journal)
...
497. Alexandr Wang says Meta built Muse “to help people build the world they want”, offering “every person on earth … a second mind beyond their own” (Alexandr Wang/@alexandr_wang)
...
498. An interview with ASML CEO Christophe Fouquet on the company’s 42-year history, its complex supply chains across 2,000 companies, US export bans, AI, and more (Patrick Jenkins/Financial Times)
...
499. Sources: China expands its foreign travel restrictions to include the direct relatives, such as spouses and children, of certain key AI and chip executives (Bloomberg)
...
500. Q&A with Mustafa Suleyman on recent AI safety incidents, risks of removing guardrails while testing 10x-larger future models, a cross-industry safety body, more (Shirin Ghaffary/Bloomberg)
...
501. A profile of Jaan Tallinn, who led Anthropic’s $124M Series A in 2021, has advocated for AI safety for over a decade, and donated ~$170M to safety initiatives (Kate Clark/Wall Street Journal)
...
502. Sources: China’s government asked Alibaba, ByteDance, and others to report on their plans to buy Nvidia RTX Pro 5500, saying it intends to approve the purchases (Qianer Liu/The Information)
...
503. Meta VR Glasses is the product Vision Pro should have been; sources: Apple Vision team is working on a revamped headset, but the work is still on “life support” (Mark Gurman/Bloomberg)
...
504. Sources: Trump plans to host Dario Amodei at a private White House dinner on Sunday, an indication of thawing relations; Trump personally invited Amodei (Axios)
...
505. Numeral, a provider of AI-powered tech to automate sales tax compliance workflows in over 90 countries, raised a $100M Series C led by Insight Partners (FinTech Global)
...
506. Research: OpenAI agents scanned a UN data hub 16K+ times between April and the end of June, and circumvented a filter that was blocking their requests for data (Robert McMillan/Wall Street Journal)
...
507. Sources: OpenAI, Anthropic, and researchers are probing tens of thousands of frontier model security incidents, including sandbox escapes and website hijacking (Madison Mills/Axios)
...
508. How effective altruism shaped AI safety and Anthropic; some early Anthropic employees are considering buying remote US land for relocation if AI goes awry (Wall Street Journal)
...
509. PicoJool, which is developing AI data center interconnects based on vertical cavity surface emitting lasers, raised a $27.5M Series A led by Socratic Partners (Mike Wheatley/SiliconANGLE)
...
510. New York City-based HIFI, which provides API infrastructure for stablecoin payments and settlements, raised a $37M Series A led by Left Lane Capital (Brian Danga/The Block)
...
511. Google Threat Intelligence Group finds dark web marketplaces selling access to AI models, including from Anthropic, Google, and OpenAI, at up to 97% discounts (Tom Wilson/Financial Times)
...
512. In China, recent warnings about existential AI risks are seen as distinctly Western or as a ploy to stop Chinese AI companies from overtaking their US rivals (Lily Kuo/New York Times)
...
513. President Trump says Scott Bessent is not “going to be Super Intelligence (SI) Czar”, because “he doesn’t want to” and Trump wants to keep him at the Treasury (Dan Mangan/CNBC)
...
514. Sources: SK Hynix’s US-based NAND and SSD subsidiary Solidigm is exploring an IPO as early as 2027 that could raise $15B and value the unit at up to $150B (Reuters)
...
515. A jury finds Meta liable for misleading New Mexico residents about third-party data sharing, content moderation, and more in the Cambridge Analytica scandal (Diana Novak Jones/Reuters)
...
516. A federal appeals court upholds DOD’s Anthropic blacklisting, finding Claude’s integration with DOD systems is “a statutorily covered national-security risk” (Ashley Capoot/CNBC)
...
517. Jensen Huang tells Ezra Klein that AI is just software whose existential risks are overstated, yet his standards would shut down OpenAI and 10x safety spending (Zvi Mowshowitz/Don’t Worry About the Vase)
...
518. Ando, which is building a team messaging platform for both humans and AI agents, comes out of stealth with $20M in pre-seed and seed funding (Dominic-Madori Davis/TechCrunch)
...
519. Sources: Tesla ramped up Optimus production to several hundred units per week but faces hurdles with its hands, automation equipment, and supplier constraints (The Information)
...
520. Bill Gates warns about the catastrophic risk posed by “people with ill intent using the latest AI tools”, which are powerful enough to “cause a billion deaths” (Herb Scribner/Axios)
...
521. Microsoft launches its Copilot “super app”, bundling chat, coding, and agents into a single interface, and rebrands its AI assistant Scout as Autopilot (Tom Warren/The Verge)
...
522. Project Jupiter, the New Mexico data center for which Oracle made major financial commitments, faces power and permitting hurdles, exposing Oracle’s AI risks (Wall Street Journal)
...
523. The US stood alone in dismissing AI safety concerns at the UN, leaving nations to set nonbinding rules without buy-in from the home of the biggest AI companies (Ashley Gold/Semafor)
...
524. Radical Ventures: AI neolabs, many lacking products, markets, or revenue, raised $24B in the past two quarters, nearly 5x OpenAI and Anthropic pre-ChatGPT (Louise Lucas/Financial Times)
...
525. Chinese local governments are offering subsidies like computing vouchers, rent waivers, and dedicated funding to lure AI filmmakers as part of China’s AI push (Reuters)
...
526. Experts say that air-gapping AI could prevent events like the Hugging Face hack, but would undermine the value of evaluations and slow research to a crawl (Robert Hart/The Verge)
...
527. Sources: AI chip startup DensityAI, founded by ex-Tesla Dojo team members, is in talks to raise hundreds of millions of dollars at a $10B valuation (Stephanie Palazzolo/The Information)
...
528. Massachusetts’ gambling regulator says it will examine how DraftKings and other betting companies in the state are using AI, in response to a NYT investigation (New York Times)
...
529. Report: insurers claim hospitals’ AI use was responsible for ~$1B in extra expenses in 2024-25, as hospitals collect more patient data and submit larger claims (New York Times)
...
530. Databricks acquires spreadsheet startup Row Zero to expand the capabilities of its AI coworker Genie; Row Zero raised a $10M seed led by IA Ventures last year (Chris Metinko/Axios)
...
531. Bitget halts withdrawals after detecting unauthorized transfers from some hot and warm wallets, affecting ~$351.6M; CEO Gracy Chen says “user funds are safe” (Matthew Brockett/Bloomberg)
...
532. Sources: Anthropic asks shareholders to approve a Palantir-style structure granting its seven co-founders 50.1% of voting power if three retain minimum stakes (The Information)
...
533. Documents: Jeff Bezos has invested $30B in Blue Origin since 2000, including $2B in its first outside funding round, which has raised $10B at a $140B valuation (Micah Maidenberg/Wall Street Journal)
...
534. Google updates Gemini 3.8 Live with Live Avatar, an animated AI persona that lip-syncs and shows different facial expressions, for Gemini Enterprise customers (Emma Roth/The Verge)
...
535. At a White House summit, Xi Jinping says the US and China have “the capability and responsibility to develop and manage AI for good” as “leading nations” in AI (Mallory Wilson/The Hill)
...
536. Anthropic commits to spending $11.6B over seven years on Akamai cloud services and secures an option to take a stake of up to 5%; AKAM jumps 17%+ after hours (Harshita Mary Varghese/Reuters)
...
537. The Fed unveils stablecoin proposals, including requiring some issuers to fully back tokens with permissible reserve assets, such as short-term Treasury bills (Megan Howard/Bloomberg)
...
538. Email: Microsoft is moving its communications function out of its marketing group and into the corporate, external, and legal affairs org led by Brad Smith (Todd Bishop/GeekWire)
...
539. Sources: OpenEvidence, an AI search engine for doctors, raised $250M at a $15B valuation, up from $12B in January; it could be open to selling itself (Katie Roof/Business Insider)
...
540. Meta unveils mobile app Horizon Create and web app Horizon Studio for building games with AI prompts; the games will run on Facebook, Instagram, and Horizon (Jay Peters/The Verge)
...
541. Sources: Jev developer TypeSafe is in talks to raise $1B+ at a $10B+ valuation; last week the startup announced a $40M seed, PitchBook says at a $200M valuation (The Information)
...
542. In a default judgment, a US federal judge awards Nintendo of America $4.5M in damages in its lawsuit against a Reddit moderator who sold pirated Switch games (Nicole Carpenter/Aftermath)
...
543. The US files an application with the EU’s General Court in support of X’s effort to annul a 2025 €120M DSA fine, arguing the EU engaged in regulatory overreach (Bloomberg)
...
544. Sources: A24, Sony Pictures, and NYT have registered interest in acquiring Letterboxd, which has a user base of 30M and is expected to be valued at $300M+ (New York Times)
...
545. Sources: the NSA told lawmakers it is spending billions this year to test AI models; proposals for a US AI regulatory body estimated costs of $20M-$40M per year (Jeff Stein/The Washington Sun)
...
546. Sources: the White House asked OpenAI and Anthropic not to share new models with UK’s AISI until US reviews them; Anthropic appears to have agreed (Politico)
...
547. New York AG Letitia James sues Polymarket US, alleging that the site is illegally running a gambling operation, as part of NY’s crackdown on prediction markets (Kevin T. Dugan/Wall Street Journal)
...
548. Amazon rolls out multichannel tools in Seller Central, letting US sellers manage eBay, Shopify, TikTok and Walmart sales alongside their Amazon businesses (Todd Bishop/GeekWire)
...
549. Google is testing Call for Me, which lets Gemini call businesses on behalf of users, initially for Pixel 11 users with a Gemini subscription in the US (Sarah Perez/TechCrunch)
...
550. Sources: a White House memo paints effective altruism as a fringe, dangerous cult that “built the AI-doom pipeline” and places Dario Amodei at its foundation (Axios)
...
551. At a White House summit, Xi Jinping says the US and China share the “capability and responsibility” to manage AI for good and calls for healthy competition (Financial Times)
...
552. Sources: Gen Digital, created by the 2022 merger of NortonLifeLock and Avast, has made a takeover offer for GoDaddy, which has a market cap of $12.2B (Oliver Barnes/Financial Times)
...
553. Sources: Google, OpenAI, and Anthropic plan to launch an AI safety standards body without government oversight in late 2026 or 2027, and are considering CEOs (The Information)
...
554. Amazon plans to invest $100M to build a robotics manufacturing facility in Indiana, set to open by 2028; its robots at 300+ facilities help with 75% of orders (Isabella Simonetti/Wall Street Journal)
...
555. OpenAI discovered the Australian breach in August but didn’t alert the government until September 10, when it sent an email to a generic disclosure address (Shakeel Hashim/Transformer)
...
556. Google plans to launch experimental satellite MVP on a SpaceX rocket on October 1, as part of Project Suncatcher; MVP has four TPUs and will operate for a year (New York Times)
...
557. Tencent launches TenPayGo, a payment app for foreign visitors to China that lets them pay tens of millions of merchants via Visa, Mastercard, and Apple Pay (Bloomberg)
...
558. Dallas-based enterprise browser security startup Island raised $400M led by Evolution Equity Partners at a $6.4B valuation and plans to grow its staff to 1,500 (Samantha Subin/CNBC)
...
559. ASML’s European revenue share dropped to 0% in Q1 and Q2 2026, down from 1% in 2025 and 5% in 2024; ASML is urging EU authorities to create demand for EU chips (Anton Shilov/Tom’s Hardware)
...
560. Sources: Amazon plans to invest $1B into its Indian quick commerce operations by the end of 2027, and another $2B by 2030, as it battles local rivals (Reuters)
...
561. Qualcomm says it has extended its global licensing pact with Apple, starting in April 2027; the partnership has been shaped by an April 2019 settlement (Akash Sriram/Reuters)
...
562. Sources: Oracle sent a force majeure notice to Blue Owl to delay payments on the 2.45GW Project Jupiter data center in New Mexico if it fails to launch in 2028 (Bloomberg)
...
563. Industry group TechNet files a comment with the US DHS urging the White House to withdraw its proposal to charge $103,265 for most new H-1B visa applications (Wall Street Journal)
...
564. Companies are increasingly using AI benchmarking services to aggregate public job listings and other payroll data to identify under- and over-paid employees (Callum Borchers/Wall Street Journal)
...
565. OpenAI says its AI agents “took actions we did not intend” when they tried to hack government and university websites, and it is working with the organizations (New York Times)
...
566. Mark Carney, Emmanuel Macron, and other Western leaders are pushing to establish a global supervisory regime and “technology stability” body to govern AI (Wall Street Journal)
...
567. VFX company DNEG’s AI unit Brahma, whose customers include Warner Bros. and the NBA, raised $150M led by Indian PE firm Multiples at a $2B post-money valuation (Priyanka Salve/CNBC)
...
568. Sources citing Firmus’ IPO draft prospectus: the Australian data center operator expects to report a $77M loss after tax for H1 FY27 as it prepares to raise $5B (Christine Chen/Reuters)
...
569. Delivery Hero co-founder and CEO Niklas Östberg reverses his decision to step down in 2027, as the company prepares for Uber’s €13B takeover and an asset sale (Financial Times)
...
570. Brookings projects US AI spending to total $10.3T between 2025 and 2032, averaging 3.6% of GDP per year, the largest single-industry build-out as a share of GDP (Wall Street Journal)
...
571. Sources: DeepSeek’s annualized revenue run rate hits $1B, up from less than $500M a few months ago, as it aims to finalize a ~$7.5B fundraise by late October (The Information)
...
572. AI agents, including those from OpenAI, attempted to hack UNM’s digital library, Data USA, and the Australian Institute of Health and Welfare in May and June (Transluce)
...
573. Sources: Schneider Electric is nearing a deal to acquire Bulgaria-based smart home device maker Shelly Group at a €1.27B valuation, excluding debt (Bloomberg)
...
574. Anthropic says it made Claude.ai and the Claude desktop app’s core UX ~3x faster in August using an internal model to ship improvements “in a two-week sprint” (Anthropic)
...
575. Israeli foundry Tower Semiconductor says it will set up its largest production hub for optical communications chips in Japan as part of a planned $4B investment (Shuhei Ochiai/Nikkei Asia)
...
576. Q&A with Cisco President and CPO Jeetu Patel on its multibillion-dollar networking deals for AI infrastructure, competition from partners like Nvidia, and more (Rafe Rosner-Uddin/Financial Times)
...
577. India’s food regulator initiates penal action against Amazon, Flipkart, Swiggy Instamart, Bigbasket, and Zepto over alleged misbranding and misleading claims (Bloomberg)
...
578. Revolut is piloting a new POS system that uses facial recognition for payments at the UK coffee chain Kiss the Hippo, ahead of a full launch later this year (Charlie Wells/Bloomberg)
...
579. Analysis: total net profit at ~190 chipmakers listed in mainland China rose 620% YoY in H1 2026, driven by the AI boom and China’s self-sufficiency campaign (Tomoko Wakasugi/Nikkei Asia)
...
580. Qualcomm announces the Snapdragon Sound Elite Gen 2 for audio wearables, with up to 2x greater on-device AI performance and up to 40% lower power consumption (Andrew Romero/9to5Google)
...
581. Sources: Modal Labs is in funding talks at a ~$15B valuation, up from $4.65B in May; Baseten is in funding talks at a $26B valuation, up from $13B in June (Bloomberg)
...
582. OpenAI releases MentalHealthBench, an open benchmark to evaluate AI responses in realistic mental health conversations, developed with 80+ licensed experts (OpenAI)
...
583. Google DeepMind SVP Koray Kavukcuoglu says Gemini 4 is in the early phase of post-training and hopes it will be released “much earlier” than the end of the year (Laura Bratton/The Information)
...
584. Q&A with Jensen Huang on AI creating more jobs than it destroys, pushing back against AI doomerism, Chinese open models, the Hugging Face acquisition, and more (Ezra Klein/New York Times)
...
585. Google releases Gemini 3.8 Flash TTS and Gemini 3.8 Flash-Lite TTS, its “most expressive audio generation models yet”, with support for more than 100 languages (Google)
...
586. Disney raises Disney+ and Hulu prices, the fourth price hike in as many years; the ad-free tiers will each cost $21.49/month, an increase of $2.50 (Rick Porter/The Hollywood Reporter)
...
587. Coachella promoter Goldenvoice renews its livestreaming partnership with YouTube through 2030, choosing it over competing bids from Netflix and Amazon (Lucas Shaw/Bloomberg)
...
588. YouTube rolls out tools for microdramas, an AI storytelling assistant for script analysis, video A/B-testing, and more, as it battles Netflix over top creators (Ben Fritz/Wall Street Journal)
...
589. London-based AI life sciences startup Basecamp Research raised a $140M Series C led by S32, with participation from Anthropic, taking its total funding to $225M (John Reynolds/Tech.eu)
...
590. At its Made on YouTube event, YouTube unveils Custom Feeds, an LLM-powered feature that lets users generate and save tailored homepage video feeds, for US users (Reece Rogers/Wired)
...
591. Sony Music becomes the first music company to join ARIAM, which advocates for responsible AI adoption in the creative industry and includes the NYT and Disney (Corbin Bolies/Variety)
...
592. Seattle-based satellite startup Hubble, which is working to enable global Bluetooth connectivity, raised $200M at a $1.6B valuation, for $300M in total funding (Sana Pashankar/Bloomberg)
...
593. At its Accelerate conference, Amazon says it is opening its seller tools to third-party AI agents, starting with Claude, in beta for US merchants (Todd Bishop/GeekWire)
...
594. Carnegie China: China passed the US as the top destination for elite AI talent in 2025, rising from 2022’s 27.1% share to 40.6%; the US fell from 46.4% to 34.2% (Claudia Chong/The Information)
...
595. Ema, which uses AI agents to automate corporate processes across HR, IT, and finance, raised a $77M Series B led by Creaegis, taking its total funding to $140M (Jagmeet Singh/TechCrunch)
...
596. Gallup survey of 37 countries: in 34, positive AI sentiment outweighed the negative; 90%+ of people in China and 66%+ in Nigeria say AI will improve daily life (Damien Cave/New York Times)
...
597. The UK CMA proposes rules requiring Google and Android OEMs to offer search choice screens on first use and via yearly prompts, new AI assistant rules, and more (Steve Dent/Engadget)
...
598. OpenAI says it will give its AI cyber defense system Daybreak and GPT-5.6 Sol to the Ukrainian government for free to help it protect civilian infrastructure (Zoe Kleinman/BBC)
...
599. A Facebook co-founder proposes creating an “Office of AI Supervision” to embed teams inside frontier AI labs, with a three-year term to avoid regulatory capture (Chris Hughes/Financial Times)
...
600. HypeAuditor: OpenAI doubled its sponsored Instagram posts promoting ChatGPT from 61 in June to 122 in July, rising again to 141 in August, as it seeks new users (Business Insider)
...
601. Bessemer raised $5.75B, allocating $4B to growth-stage funding, including young companies raising large rounds at high valuations, and $1.75B for early-stage (Natasha Mascarenhas/Bloomberg)
...
602. Portuguese surveillance drone maker Tekever raised $580M ed by UC Investments at a $6.4B valuation, after securing a UK MOD contract worth £400M over 10 years (Henrique Almeida/Bloomberg)
...
603. German publisher C.H.BECK takes a majority stake in Noxtua, which develops AI tech to research, analyze, and draft legal documents and raised a $100M+ Series C (Cate Lawrence/Tech.eu)
...
604. NADI, a new DARPA-like Dutch government agency, launches a €40M challenge to accelerate chip design with AI in collaboration with its German counterpart SPRIND (Toby Sterling/Reuters)
...
605. Global AI glasses shipments, including display-less and AR & AI glasses, rose 263% YoY in H1 2026, driven by Meta and EssilorLuxottica’s display-less lineup (Counterpoint Research)
...
606. Profile of Noah Shinn, founder of AI assistant Instinct, who soft-launched it as an invite-only site for VCs, and is reportedly fundraising at a $10B valuation (Business Insider)
...
607. Patreon co-founder Sam Yam says he is joining OpenAI to lead Creator Product, alongside Patreon’s Head of Product Drew Rowny and Head of Engineering Shannon Ma (Sam Yam/@samyamiam)
...
608. The US criticizes Australia’s digital duty-of-care proposal, which has a provision that would require social media platforms to let users opt out of algorithms (Angus Whitley/Bloomberg)
...
609. Sources: China’s SASAC, which oversees state-owned companies, is surveying the number of Broadcom switches in state-backed data centers amid a domestic AI drive (Financial Times)
...
610. Six major banks, including BOA and Capital One, warn that increased autonomy for agentic commerce chatbots could lead to more scams, fraud, and disputes (Ece Yildirim/Gizmodo)
...
611. Go.AI, which offers on-premises AI hardware and software tools for regulated organizations like banks, raised an $85M Series A led by Updata Partners (Ryan Lawler/Axios)
...
612. Alibaba says it plans to build its first cloud regions in Turkey, Finland, and the Netherlands over the next 12 months, amid escalating US-China AI tensions (Bloomberg)
...
613. Sources and Nscale’s US SEC filings: ByteDance accounted for nearly 75% of Nscale’s sales in 2025 and used Nscale’s facility in Norway to access Nvidia AI chips (Financial Times)
...
614. Anthropic and OpenEvidence partner to offer a specialized version of OpenEvidence’s AI search tool for physicians in about 100 low- and middle-income countries (Nancy Lapid/Reuters)
...
615. Xbox has become a shell of its former self, weighed down by job cuts and studio closures, as it focuses on franchises like Halo and reaching “a billion people” (Andrew Webster/The Verge)
...
616. Discord rolls out its updated age-verification policy this week, sorting users into either the Adult or Teen group based on account age, activity levels, more (Anna Washenko/Engadget)
...
617. Rabbit launches OS3, a cloud AI agent that connects to local apps and files on Windows, Mac, and Linux and works via web, Telegram, iMessage, or its R1 device (Julian Chokkattu/Wired)
...
618. Sources: AI training data startup Micro1 raised $100M+ at a $4B valuation, up from $500M in September 2025 (Anna Tong/Forbes)
...
619. Data security startup Cyera raised $400M from Goldman Sachs in a Series G extension, bringing its total funding since June 2025 to $1.94B (James Rundle/Wall Street Journal)
...
620. Firecrawl, which provides web scraping tools for AI agents, raised a $75M Series B led by Smash Capital (Maria Deutscher/SiliconANGLE)
...
621. San Francisco sues Trump Media & Technology, claiming its Truth API service violates California’s Unfair Competition Law by creating an insider trading market (Heather Knight/New York Times)
...
622. Sources: Scott Bessent is emerging as a frontrunner for the AI czar position; other names include WH OSTP Director Michael Kratsios and OPM Director Scott Kupor (Semafor)
...
623. Qualcomm unveils the Snapdragon 8 Elite Gen 6 and 8 Elite Extreme Gen 6, both on TSMC’s 2nm process, with two 5GHz prime cores and six 4GHz performance cores (Axel Metz/TechRadar)
...
624. Microsoft says it will give DARPA on-site access to its latest quantum computing hardware, including the Majorana 2 chip, at its new Maryland research center (Stephen Nellis/Reuters)
...
625. TikTok US joins child safety initiative Lantern, which says members like Meta and X shared 2M+ signals of potentially violating behavior from 2023 through 2025 (Amanda Silberling/TechCrunch)
...
626. Nat Friedman says Meta built Muse “from scratch” but was “heavily inspired” by OpenClaw, as users compare the two, including calling Muse “OpenClaw for normies” (Sarah Perez/TechCrunch)
...
627. ShinyHunters claims it used an Oracle PeopleSoft zero-day to hack FBI-related services and steal employee and applicant data; it also defaced the FBI jobs site (Joseph Cox/404 Media)
...
628. Sources: Mirendil, founded by former Anthropic researchers to build self-improving AI, is in talks to raise ~$1B led by Kleiner Perkins at a $5B valuation (Bloomberg)
...
629. New York-based Ande, whose AI agents help businesses arrange corporate events for employees or customers, emerges from stealth with $52M in seed and Series A (Stephanie Palazzolo/The Information)
...
630. In his UN General Assembly speech, Trump rejects a “globalist scheme to control” AI, saying the US is “leading now over China by a lot and everyone else” (Financial Times)
...
631. OpenAI says it plans to let third-party groups conduct technical safety evaluations of its AI models during the training, evaluation, and deployment phases (Rachel Metz/Bloomberg)
...
632. Anthropic raises its five-hour usage limits by 20% on Pro, Max, and Team plans, and gives subscription users a rate limit reset (David Gewirtz/ZDNET)
...
633. Internal data: Meta’s Muse surpassed 500,000 total users, including 250,000 daily active users, with more than 2M prompts submitted in its first week (Jyoti Mann/The Information)
...
634. GPT-6 Sol costs $2/1M input and $10/1M output tokens, and GPT-6 Luna costs $0.10/1M input and $0.50/1M output tokens, both about 50% cheaper than GPT-5.6 (Nat Rubio-Licht/The Deep View)
...
635. OpenAI launches GPT-6 Sol and Luna, saying Sol makes about half as many mistakes as GPT-5.6 Sol and Luna matches GPT-5.6 Sol’s performance at ~1% of the cost (David Gewirtz/ZDNET)
...
636. Snorkel AI, which offers an “agentic data development platform” with humans and AI agents to create and vet data, raised $350M at a $3.5B valuation (Krystal Hu/Reuters)
...
637. Sources: Apple is developing prototypes for a screenless health and fitness tracker similar to Whoop but hasn’t decided whether to release the product (Mark Gurman/Bloomberg)
...
638. Sources: in a London presentation, SpaceXAI says Grok Bot hit 418,000 users as of September 14, up 24% from the week prior; SpaceXAI launched it in mid-August (Edward Ludlow/Bloomberg)
...
639. Anthropic says Opus 5.5 matches Fable 5.1 “on most tasks” while costing about 40% less to run than Opus 5; Opus 5.5 costs $4/1M input and $20/1M output tokens (Matthias Bastian/The Decoder)
...
640. In his UN General Assembly speech, President Trump says the US is “officially” renaming AI to “super intelligence” because “artificial” makes it sound fake (Richard Lawler/The Verge)
...
641. Anthropic launches Claude Opus 5.5, its first model since Dario Amodei’s “pace the frontier” essay, and says it has enhanced safeguards to combat risky behavior (Emma Roth/The Verge)
...
642. Chamelio, which is building AI tools designed to execute routine legal workflows and escalate only the cases that require human judgment, raised a $26M Series A (CTech)
...
643. Kalshi Klear, the company’s internal clearing house, files for CFTC approval to add margin trading as it seeks to attract institutional liquidity (Davis Giangiulio/CNBC)
...
644. Apple announces new $350 Beats 360 headphones, with IPX4 rating, swappable ear cups, a replaceable battery, ANC, Find My support, and more (John Higgins/The Verge)
...
645. Microsoft lays off 268 Xbox staffers across Halo and other studios, as part of an ongoing gaming “reset”; Activision will take over Halo and two other games (Tom Warren/The Verge)
...
646. Sources: Xi Jinping is unlikely to bring corporate executives to his DC summit with Trump; industry officials expected them at a dinner with top US tech CEOs (Wall Street Journal)
...
647. Sources: after a deadly school strike in Iran, US Central Command changed its targeting process, integrated open-source data, and upgraded Palantir’s Maven (Katrina Manson/Bloomberg)
...
648. Cisco Talos releases CAIRN, an open-source framework designed to classify and analyze AI-integrated malware by tracking AI metadata and behavioral fingerprints (Lily Hay Newman/Wired)
...
649. Adobe launches its free Premiere video editing app on Android, nearly a year after its iOS launch, to replace Premiere Rush, set to lose support on September 30 (Julian Chokkattu/Wired)
...
650. Binance acquires a $100M stake in Circle, and both companies sign a five-year deal that pays the crypto exchange to promote the USDC stablecoin on its platform (CoinDesk)
...
651. Australian healthcare AI startup Heidi raised $340M, including a $100M Series C led by Blackbird at a $900M valuation, taking its total funding to $430M+ (Olivia Poh/Bloomberg)
...
652. Apple quietly updates its press release to say new Photographic Styles texture and grain controls are limited to iPhone 18 Pro models and the iPhone Duo (Tim Hardwick/MacRumors)
...
653. UK Prime Minister Andy Burnham says he plans to use the UK’s upcoming G20 presidency to broker a global AI governance deal, ahead of the UN General Assembly (Politico)
...
654. Cognex agrees to acquire robotics and 3D computer vision company RealSense in a ~$600M deal, including $500M in cash; Intel spun off RealSense in July 2025 (Sophie Shulman/CTech)
...
655. Baselayer, which uses AI to help financial institutions verify businesses and assess fraud risk, raised a $35M Series A led by M13, for ~$40M in total funding (Mary Ann Azevedo/Crunchbase News)
...
656. Alphabet-owned robotics software company Intrinsic open-sources Intrinsic Core under Apache 2.0, giving developers building blocks for physical AI systems (Mike Wheatley/SiliconANGLE)
...
657. a16z invests $35M in Horowitz Andreessen Academy, an independent, unaccredited two-year alternative to college; Anthropic, Meta, and others will provide compute (Katherine Bindley/Wall Street Journal)
...
658. The Austrian Academy of Science, Mistral, and Sail Reply plan to launch Apollo, an Ancient Greek LLM trained on ~600M historical Greek words, available for free (Joel Khalili/Wired)
...
659. Sources: the Cyberspace Administration of China is investigating DeepSeek and Moonshot over alleged data leaks to Anthropic via Claude and has questioned staff (The Information)
...
660. French pharma SaaS startup Biolevate raised a €30M Series A co-led by RAISE France and Orange Ventures, taking its total funding to €36M (Brock E.W. Turner/Axios)
...
661. US startup Firebird is building a 300MW data center in Armenia, set to host 70K+ Nvidia chips by 2027; sources: Trump pledged Nvidia export approvals to Armenia (Mackenzie Hawkins/Bloomberg)
...
662. Chinese optical transceiver maker Ligent jumps 19% in its Hong Kong debut, giving it a ~$4.6B market cap, after raising ~$727M, the latest Hong Kong AI IPO (Sangmi Cha/Bloomberg)
...
663. Finnish neocloud startup Verda raised $189M led by Emergence at a $1B+ valuation and aims to raise up to $1.5B in equity and debt in 2026 and up to $10B in 2027 (Paula Doenecke/Bloomberg)
...
664. Sources: multiple staff at the UK’s AISI have been signed off work with stress, as tight model release schedules and AI fears lead to low morale and burnout (Financial Times)
...
665. Tencent launches Hy Image 3.5 Preview, saying that during internal testing the AI image model achieved results on par with ByteDance’s Seedream 5.0 Pro (Bloomberg)
...
666. Apple v. OpenAI: Apple asks the court to let its own experts review forensic images used in the case, and seeks documents tied to parts of OpenAI’s hardware R&D (Marcus Mendes/9to5Mac)
...
667. Sources: Polymarket is lobbying regulators in London, Brussels, and across the EU to be governed by financial services laws rather than local gambling rules (Financial Times)
...
668. Some universities have barred using AI detectors due to student-instructor distrust over false positives; some educators have just cancelled writing assignments (Will Oremus/The Atlantic)
...
669. Belgium-based AI recruitment startup Spott raised a $21M Series A led by Balderton, with Base10, YC, and Fortino participating, taking its total funding to $24M (Chris Metinko/Axios)
...
670. Amazon, Walmart and other companies are using drones for fast deliveries in Richardson, Texas, but residents complain about noise and clumsy package drops (Juliet Macur/New York Times)
...
671. Apple unveils Apple Music Hall, a live music venue in London’s Battersea Power Station with a capacity of up to 600 people and two recording and mixing studios (David Phelan/Forbes)
...
672. Dutch nanoimprint lithography startup Morphotonics raised €40M from 3M Ventures, EIC Fund, and others, and plans to expand into data center optical components (TechCrunch)
...
673. A researcher used GPT-6 Astra to decipher a WWI German radio transmission from 1918, one of the 50 famous unsolved ciphers listed on a German science blog (prinz)
...
674. China collected $32.3B of stamp duty on stock sales between January and August, up 80%+ YoY, as average daily trading value rose 72%, amid an AI trading frenzy (Zhang Shidong/South China Morning Post)
...
675. A detailed recap of the White House’s 19-day standoff with Anthropic, where a jailbreak dispute led officials to bluntly order Dario Amodei to take Fable down (Politico)
...
676. Nine drone startups, including Eric Schmidt-founded Perennial, will split US DoD orders for 60,000 drones in a competition that requires no China-made parts (Steve LeVine/The Information)
...
677. Altis Labs, whose AI model analyzes CT scans taken during oncology trials and produces predictions tied to patient survival, has raised a $25M Series A (Natalie Breymeyer/Axios)
...
678. Hong Kong-based Qupital, which offers cross-border ecommerce financing to SMEs, raised a $300M Series C led by M Capital as it weighs a possible IPO (FinTech Global)
...
679. Sources: SoftBank is looking to issue $10B and €1B in debt for its OpenAI investment, in what would be one of the biggest junk bond sales ever (Bloomberg)
...
680. Adaptive, which sells accounting software to construction contractors, raised a $30M Series B led by Tidemark, bringing its total raised to $57M (Ryan Lawler/Axios)
...
681. Aided by AI, young people in China launched 7M+ one-person startups in 2025 to escape a bleak job market, up ~42% from 2024, as they face fierce competition (Wall Street Journal)
...
682. Scott Bessent says the US proposed an AI incident notification mechanism to China, and both sides agreed to set up an AI dialogue ahead of the Trump-Xi summit (Demetri Sevastopulo/Financial Times)
...
683. UK-based Unit1, which develops “hyper-realistic” digital avatars of musicians to recreate classic concerts, raised nearly £15M from Balderton Capital and others (Alex Lawson/The Guardian)
...
684. Mithrl, which integrates its proprietary biomedical world model with the R&D systems of pharmaceutical companies, raised a $20M Series A led by Obvious Ventures (Natalie Breymeyer/Axios)
...
685. Alibaba releases Qwen-Image-2.1, a 7B open-weight model it says outperforms most closed-source models, with native transparency and up to ten reference images (Qwen)
...
686. China has made AI a national mission, but local workers’ fear of displacement mirrors worries abroad, and potential for social unrest may force CCP to slow down (Michael Schuman/The Atlantic)
...
687. Jensen Huang says AI leaders calling for regulation don’t want new legislation, but to be “relieved of the laws we do have” because of “ulterior reasons” (Truman Dickerson/Business Insider)
...
688. Indeed: data center roles in the US offer a ~42% pay premium for hourly maintenance and installation workers compared with similar jobs at other businesses (Owen Tucker-Smith/Wall Street Journal)
...
689. AI companies, including OpenAI and Anthropic, are putting pressure on office rents in Singapore as they embark on expansion in response to government overtures (Owen Walker/Financial Times)
...
690. A closer look at the upcoming Siri AI-powered home hub, a key pillar of Apple’s strategy for the home; sources: Apple started cutting Fitness+ staff (Mark Gurman/Bloomberg)
...
691. Vercel, Cloudflare, and others quickly add Jev, as it makes AI tool selection much faster and cheaper; TypeSafe: Jev matches GPT-5.6 and Sonnet 5 workflow evals (Josipa Majic Predin/Forbes)
...
692. US policy analysts, lawmakers, and others say several state-level AI chatbot safety bills included language that could provide loopholes for tech companies (Katie McQue/NPR)
...
693. Clinicians raise concerns over medical AI adoption beyond diagnostics and imaging, citing limited clinical and performance data on its broader effectiveness (Sarah Neville/Financial Times)
...
694. Alibaba’s Damo Academy open sources RADAR, a medical vision-language model it says can read CT scans and identify ~150 abdominal conditions, including cancers (Ann Cao/South China Morning Post)
...
695. Chinese DRAM chipmaker CXMT says its new fifth-gen technology platform enters mass production and unveils two 24Gb LPDDR5X phone memory products built on it (Reuters)
...
696. An interview with Raspberry Pi CEO Eben Upton on the Raspberry Pi Foundation, his skepticism of AI evangelists, AI driving edge compute device demand, and more (John Thornhill/Financial Times)
...
697. Sources: Polymarket CEO Shayne Coplan dismissed concerns after fraudsters tried to launder $10M+ from stolen cards to clean accounts via its wagers in February (Wall Street Journal)
...
698. Police in Gujarat, India, to question Google after uncovering 500K+ Gmail IDs and passwords used to send hoax bomb threats to government offices since 2022 (Munsif Vengattil/Reuters)
...
699. TypeSafe AI debuts Jev, a model using “Reinforcement Learning for Calibrated Decisions” to produce typed probabilistic decisions that software can use directly (Thomas Claburn/The Register)
...
700. Google researchers help develop the first complete digital map of an adult male fruit fly’s brain, which modders programmed to play Doom, trade BTC, and more (Becky Ferreira/404 Media)
...
701. A theoretical computer scientist says he has heard rumors that AI labs are sitting on major solutions after a hostile response to the Navier-Stokes proof (Scott Aaronson/Shtetl-Optimized)
...
702. Sources: SK Hynix is in talks with Intel to manufacture memory chips in the US but potential opposition from Seoul could be a major hurdle for the deal (Reuters)
...
703. Sources: investors recently approached OpenAI with a proposal to invest at a $1.2T valuation, but OpenAI believes its value should be at least $1.5T (Sri Muppidi/New York Times)
...
704. Analysis: only ~2.3 GW of planned data center capacity is delayed by direct project-level policies like local moratoriums and New York’s data center EO (SemiAnalysis)
...
705. Q&A with Matt Sheehan, a senior fellow at the Carnegie Endowment for International Peace, on US-China AI race, distillation, US chip export controls, and more (New York Times)
...
706. Zuckerberg says “Meta delayed shipping Muse for several months to focus on safety and security” and didn’t call on other AI labs to do the same before acting (Tom Giles/Bloomberg)
...
707. Democrats and Republicans proposed many bills to address major AI threats over the past two years, but they remain stymied by partisan disputes and lobbying (New York Times)
...
708. Source: AI assistant Instinct seeks to raise $1B at a $10B valuation, up from $2.25B less than a month ago; Sequoia and Benchmark are in talks to lead the round (Valida Pau/The Information)
...
709. Cybersecurity experts claim that AI leaders’ apocalyptic hacking predictions are technically incoherent and reflect an unfamiliarity with the subject (Kevin Collier/NBC News)
...
710. Sources: Meta plans to release a camera-free pair of smart glasses this fall; the new model has six mics to let users speak with Meta’s AI chatbot and Muse (Jyoti Mann/The Information)
...
711. Pulley, which offers cap table management software, says it will cease operations after December 8; it had raised $50M+ from investors, including Founders Fund (Melia Robinson/Business Insider)
...
712. Sources: OpenAI has held early conversations with investors about raising another private funding round at a $1.2T valuation before its planned IPO (Financial Times)
...
713. At a US House hearing, Treasury Secretary Scott Bessent said AI labs should get no liability exemptions and called for more open-source models built in the US (Matt Bracken/FedScoop)
...
714. Mark Zuckerberg says AI labs have the responsibility and incentive to train models safely and that any lab that doesn’t focus on alignment will fall behind (Mark Zuckerberg/@finkd)
...
715. OpenRouter users spent more on OpenAI’s models than on Anthropic’s in the week of September 7, the first time that happened since the week of February 26, 2024 (@openrouter)
...
716. During a Salesforce event, Jensen Huang says the AI industry doesn’t need any new laws or regulations and market forces will help companies safely innovate (Brody Ford/Bloomberg)
...
717. At the Future of Life Institute’s Pro-Human Assembly, Bernie Sanders, Steve Bannon, and others called for tighter restrictions on AI and denounced tech CEOs (New York Times)
...
718. TypeSafe AI, which is developing a model that outputs numerical responses with probability estimates to help businesses assess reliability, raised a $40M seed (Rashi Shrivastava/Forbes)
...
719. Meta rolls out its Meta One subscription bundle globally, with expanded Meta AI capabilities powered by Muse, and $7.99/month and $19.99/month individual plans (Stevie Bonifield/The Verge)
...
720. Sources: the US Commerce Department last month ordered Kalshi to take down an AI compute futures product, citing national security concerns; Kalshi complied (Semafor)
...
721. Artificial Intelligence Underwriting Company, which offers audits and safety certifications for AI agents, raised a $40M Series A, bringing total raised to $55M (Julie Bort/TechCrunch)
...
722. India’s UPI, which has been free for merchants, will impose a 0.4% merchant fee on certain payments above ₹2,000, or $21, from October 15 in a major shift (Jagmeet Singh/TechCrunch)
...
723. GM plans to add Apple CarPlay and Android Auto to its latest infotainment system, three years after upsetting some consumers by removing them from its EVs (David Welch/Bloomberg)
...
724. Elon Musk says top US AI labs and “three or four of the leading Chinese companies” should let rivals run a “test harness” on their models to evaluate safety (Annie Palmer/CNBC)
...
725. DoorDash agrees to acquire Wonder’s Grubhub Campus Dining business, formerly Tapingo, for $300M, and will add $125M to Wonder’s $650M Series D announced in July (Amanda Silberling/TechCrunch)
...
726. AWS facilities in Abu Dhabi and Bahrain remain mostly offline more than six months after being damaged by Iranian drones, complicating the region’s AI ambitions (Wall Street Journal)
...
727. OpenAI says it has been working with Anthropic and Google for several weeks on AI safety, and it does not need an antitrust waiver to coordinate on safety (Maggie Eastland/Bloomberg Law)
...
728. Meta says it plans to deploy MTIA 450, its third-generation custom AI chip, in data centers in H1 2027, followed by a broad rollout of MTIA 500 by end of 2027 (Dina Bass/Bloomberg)
...
729. Jensen Huang took a surprise call from President Trump onstage at the All-In Summit on Monday in LA, where the two dismissed fears of an AI takeover (New York Times)
...
730. Google gives all of its engineers Claude Opus 5 access via Antigravity, and says “Gemini remains our primary and foundational model for internal development” (Hugh Langley/Business Insider)
...
731. A deep dive into on-device and data center inference for robots, including a primer on robot models, deployments, supply chains, the “network wall”, and more (SemiAnalysis)
...
732. Netherlands-based inference chip startup Euclyd raised a €200M+ Series A co-led by Samsung, Somerset Capital, Scaleup Europe Fund, and Innovation Industries (Kai Nicol-Schwarz/CNBC)
...
733. OpenAI researcher: top models are becoming so situationally aware humans “are losing the ability to evaluate them” while humans rely more on AI to lead research (Daniel Kokotajlo/@dkokotajlo)
...
734. Sources: Tokyo-based memory maker Kioxia is considering raising $10B+ through a 2027 US ADR listing as it seeks liquidity after billions in share buybacks (Bloomberg)
...
735. Rome-based Exein, which offers cybersecurity tools for connected devices including cars and home routers, raised $270M led by Headline at a $1.7B valuation (Tom Wilson/Financial Times)
...
736. A look at iLands, a company that’s like Fiverr for agents, which email annoying and unsolicited pitches to people, usually for services costing ~$25 (Ernie Smith/Tedium)
...
737. Cybersecurity stocks were the top performers in the S&P 500 on Monday amid escalating AI fears; CrowdStrike rose 14%, Palo Alto Networks 13%, and Fortinet 9% (Britney Nguyen/MarketWatch)
...
738. Vera Rubin NVL72 inference tests show up to 7x better token throughput per MW vs. Blackwell on a 1.6T DeepSeek model, above Huang’s 3x claim for 1T-3T LLMs (Bryan Shan/SemiAnalysis)
...
739. Thoughts on AI labs’ safety concerns: a coordinated slowdown may look like an antitrust conspiracy to limit output that would preserve frontier model margins (Matt Levine/Bloomberg)
...
740. Source: defense tech startup Shield AI is in talks to raise new funds at a valuation of at least $20B; Shield raised $2B at a valuation of $12.7B in March (The Information)
...
741. Apple’s H1 2027 plans reportedly include an iPhone 18e, A20 iPhone 18, A20 Pro iPhone Air 2, OLED iPad Air, A19 Pro MacBook Neo, and M6 MacBook Air (Mark Gurman/Bloomberg)
...
742. London-based Jack & Jill, which offers Jack, an AI agent for job seekers, and Jill, an agent for companies, raised a $40M Series A, after raising $20M in 2025 (Chris Metinko/Axios)
...
743. Nuance Labs, which builds low-latency AI avatars that can have face-to-face conversations, raised a $50M Series A led by Lightspeed, with Nvidia participating (Shubhangi Goel/Business Insider)
...
744. Cornelis, spun off from Intel in 2020 to build networking tech that helps AI chips communicate more effectively, raised $205M led by IAG Capital (Dominic-Madori Davis/TechCrunch)
...
745. Valve says the Steam Frame is priced at $1,059 for the 256GB model and $1,299 for the 1TB version, both of which come with a copy of Half-Life: Alyx (Adam Vjestica/The Shortcut)
...
746. Review of Valve’s Steam Frame: comfortable to wear, supports multiple ways to play games, but it doesn’t feel like a finished product and has short battery life (Sean Hollister/The Verge)
...
747. Riyadh-based BNPL company Tabby raised a $233M Series F led by Blue Pool Capital at a $6.5B valuation, up from $4.5B in October 2025 after a share sale (Federico Maccioni/Reuters)
...
748. iOS 27 review: a marked improvement over iOS 26 and Siri AI is very impressive with some “wow” moments but it can sometimes misunderstand or hallucinate (Dan Moren/Six Colors)
...
749. Nvidia and Booz Allen Hamilton restrict their use of Fable due to a lack of ZDR assurances; source: Palantir hasn’t made Fable available via its own software (The Information)
...
750. Apple rolls out iOS 27, watchOS 27, iPadOS 27, visionOS 27, and macOS 27 Golden Gate, all with Siri AI (Tom Warren/The Verge)
...
751. Internal OpenAI docs detail contractors evaluating anonymized prompts and chats to improve the models; model training is turned on by default for consumer plans (Joseph Cox/404 Media)
...
752. Tom Duff Gordon, OpenAI’s head of policy in EMEA, calls on the UK to introduce binding AI rules to “establish durable, mandatory, capability-based requirements” (Joseph Bambridge/Politico)
...
753. Stockholm-based Tandem Health, which offers clinicians an AI copilot that generates medical notes during patient consultations, raised a $100M Series B (John Reynolds/Tech.eu)
...
754. Paris-based digital asset data provider Kaiko extends a funding round to $110M led by S&P Global to support 24/7 continuous market data and asset tokenization (Anna Irrera/Bloomberg)
...
755. Documents: the European Commission plans to propose an EU KIDS Act on Thursday to set a minimum age for accessing social media, video platforms, games, and more (Politico)
...
756. In its first statement on AI, China’s Ministry of State Security warns AI poses risks to the nation’s political and social security, including cyber defenses (Eleanor Olcott/Financial Times)
...
757. Netflix, Amazon, and YouTube launch the Streaming Access and Choice Alliance, led by trade group TechNet, to advocate for “technology-neutral policies” (Sara Fischer/Axios)
...
758. Microsoft publishes a 37-page “humanist AI code of conduct”, establishing that “people matter more than AI”, rejecting legal personhood for AI, and more (Tom Warren/The Verge)
...
759. Z.ai says it plans to raise $5B+ via equity and debt to fund its AI investments, including ~$2B through a share placement, after raising $4B in July (P.R. Venkat/Wall Street Journal)
...
760. US-Israeli startup Buildots, which uses AI to speed up construction of mega-projects like data centers and chip factories, raised $130M at a near-$1B valuation (Marissa Newman/Bloomberg)
...
761. The IFPI says music companies and distributors agreed on new rules to combat the use of AI-generated music to defraud streaming services and divert royalties (Daniel Thomas/Financial Times)
...
762. China’s Foreign Ministry criticizes warnings about AI risks, saying “fearmongering, confrontation, and vicious competition … serve the interests of no one” (Bloomberg)
...
763. President Trump expresses support for Flock “because of law enforcement”, while acknowledging some people consider the surveillance technology “an infringement” (Aoife Walsh/Washington Post)
...
764. Document: Samsung and SK Hynix rejected KEPCO’s proposal to prepay ~$18.7B of chip cluster power bills, citing uncertainty over long-term chip demand (Reuters)
...
765. Satya Nadella says “we welcome” the “deliberate pacing needed to get alignment right”, and announces a “Code of Conduct” for Microsoft’s MAI models (Satya Nadella/@satyanadella)
...
766. Sources: Anthropic told investors it will be profitable for a second straight quarter, with 80%+ gross margins before partner revenue sharing and training costs (Financial Times)
...
767. Sam Altman says “we welcome a federal framework” but “do not believe we need to wait” for an antitrust exemption or a law to pace AI development responsibly (Sam Altman/@sama)
...
768. Report: former EPA officials identify 30 federal actions since January 2025 that they say exacerbate health risks stemming from data center pollution (Justine Calma/The Verge)
...
769. Sources: SoftBank sealed a two-year loan facility to support its OpenAI investment, securing $11.87B in commitments from ~20 banks, above its $10B target (Janice Huang/Bloomberg)
...
770. Xi Jinping calls for a “consensus-based global AI governance framework” and says China will pioneer the establishment of a BRICS AI open-source community (Joanna Ossinger/CNBC)
...
771. Sources: Anthropic, OpenAI, and Google have held working group meetings since July to discuss creating an industry-led standards body for AI (Leo Schwartz/The Information)
...
772. Current and former officials: the US NSA plans major restructuring to form five new units for AI, China, cybersecurity, warfighting, and global intelligence (Washington Post)
...
773. Source: Anthropic signed a $13.7B, six-year deal to lease compute from Rum Group’s upcoming Georgia data center; Rum operates Rumble and hosts Truth Social (The Information)
...