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November 25, 2024, 2:10 AM
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Mediagazer
memeorandum
WeSmirchTop News
| Mark Gurman / Bloomberg: |
Thoughts on Apple TV's history and future; sources: Apple postponed a larger-than-usual number of iOS 19 features to spring 2026, when iOS 19.4 is set to debut — Apple doesn't need its own TV set. But it should make a low-cost TV streaming stick to bring its content, apps and smart home features to more households.
More: 9to5Mac, MacRumors, PhoneArena, TechCrunch, Digital Trends, MacRumors, Supercharged, How-To Geek, Patently Apple, AppleInsider, Philip Elmer‑DeWitt, 9to5Mac, and MacRumors
Threads: @markgurman, @richardlawler, @film_girl, @anildash, @markgurman, and @markgurman
Mastodon: @lapcatsoftware@mastodon … and @lapcatsoftware@mastodon …
X: @markgurman, @markgurman, @scobleizer, @markgurman, @stevesi, @theapplehub, @stevesi, @vadimyuryev, and @munster_gene
Forums: r/apple and MacRumors Forums
| Wall Street Journal: |
Sources: in the past year, Cantor Fitzgerald agreed to invest as much as $600M in Tether for about a 5% stake; Cantor holds most of Tether's $134B in assets — Before becoming Trump's commerce secretary pick, Lutnick deepened Cantor's ties with a stablecoin firm under investigation
More: Coinpedia Fintech News, The Information, Cryptopolitan, Cryptonews, crypto.news, Yahoo Finance, Crypto Briefing, and Cointelegraph
X: @silvermanjacob, @ccatalini, @ccatalini, @waynevaughan, @ryanrodenbaugh, @ccatalini, and @ccatalini. LinkedIn: Ben Foldy
| Bloomberg: |
Sources: Cantor Fitzgerald plans a $2B+ program to lend USD to clients who put up BTC as collateral and is talking with Tether about supporting the program — - Lutnick set to be next commerce secretary under Trump — Howard Lutnick is moving to strengthen his alliance with one of the most important …
More: Decrypt, Reuters, CryptoSlate, DL News, CryptoGlobe, and Coinpedia Fintech News
| Robert Triggs / Android Authority: |
A look at the shortcomings of Google's Tensor SoC for Pixel devices, with four generations failing to impress in key performance and power efficiency metrics — Would future Pixels be better of returning to Snapdragon? — • — Thanks to an unprecedented leak from Google's gchips division … | Washington Post: |
Sources: Marc Andreessen, Travis Kalanick, and others are involved in Department of Government Efficiency; Andreessen is acting as a networker for recruitment — The Tesla executive and the former presidential candidate are meeting with staff and interviewing experts as they plan for massive federal cuts.| New York Times: |
Sources: Intel, the biggest recipient of money under the CHIPS Act, will see its funding drop to less than $8B from the $8.5B that was announced earlier in 2024 — The Biden administration is reducing its award to the pioneering chip maker to less than $8 billion, from $8.5 billion.
More: Oregonian, Reuters, and The Straits Times
| Brendan Greeley / Financial Times: |
A bitcoin strategic reserve is a resilience strategy for the “hodlers”, not the US state, as a bet on bitcoin is bullish on permanent institutional collapse — It is a resilience strategy for the ‘hodlers’, not the US state — In July, Cynthia Lummis, a US senator from Wyoming …
More: Bitcoin Insider, crypto.news, Cryptopolitan, and The Hill
Bluesky: @netmojo.ca. X: @gilduran76. Forums: r/economy, r/TrueReddit, r/politics, and r/Foodforthought
| Aya Wagatsuma / Bloomberg: |
Shares of Japan's Fujikura, which specializes in fiber optic cables for data centers, are up 400%+ in 2024 due to the AI boom, leading the Nikkei 225 index — - Fujikura has benefited from surging demand for data centers — The global boom in AI has turned an obscure 139-year-old Japanese company into a stock-market star.| Asa Fitch / Wall Street Journal: |
A look at the rise of super clusters that use ~100K of Nvidia's GPUs for training giant AI models and the new engineering challenges arising from such clusters — Musk's xAI and Meta are among firms building clusters of advanced chips — Tech titans have a new way to measure who is winning …
More: Forbes, Wall Street Pit, and Yahoo Finance
| Reporters Without Borders: |
Investigation: how hack-for-hire Appin tried silencing 15+ outlets since 2022 over articles, newsletters, and podcasts covering Appin's “ethical hacking” — Whether based in the US, Switzerland, France or India, any media outlet investigating the “ethical hacking” of Appin … | Steven Overly / Politico: |
Q&A with US Commerce Secretary Gina Raimondo on what happens to the $50B CHIPS program under the Trump administration, the future of AI safety, China, and more — With a massive legacy program hanging in the balance, the Commerce secretary wants to get billions in microchip money out the door in the next two months.
X: @jmart, @senatorhagerty, @benjaminhaddad, and @pstasiatech
| Benedict Evans: |
An overview of macro tech trends for 2025, focusing on generative AI, LLMs, scaling challenges with training ever bigger AI models, the capex surge, and more — Presentations Every year, I produce a big presentation exploring macro and strategic trends in the tech industry. For 2025, ‘AI eats the world’.
Threads: @carnage4life, @carnage4life, @carnage4life, @benedictevans, @bogmoroz, and @petemarcus
Sponsor Posts
Command Line:
GitHub Universe 2026: Highlights from the developer's developer conference — Copilot Fusion was the belle of the ball, but the hero at the heart of the two-day event was the developer community.
GitHub Universe 2026: Highlights from the developer's developer conference — Copilot Fusion was the belle of the ball, but the hero at the heart of the two-day event was the developer community.
Will Reed:
The best sales leaders aren't job hunting. Here's how to reach them without months of cold outreach. — Our team came from Box, Square, and Brex, so we already know the GTM leaders worth meeting.
The best sales leaders aren't job hunting. Here's how to reach them without months of cold outreach. — Our team came from Box, Square, and Brex, so we already know the GTM leaders worth meeting.
Zoho:
Introducing the new Zoho Analytics: Agentic analytics for every business — We're excited to announce the launch of the new Zoho Analytics! This release marks a major shift for the product …
Introducing the new Zoho Analytics: Agentic analytics for every business — We're excited to announce the launch of the new Zoho Analytics! This release marks a major shift for the product …
IDrive:
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.Featured Podcasts
The Upstarts Podcast:
The Accidental YC Founder Solving AI's GPU Crisis | SF Compute's Evan Conrad
Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI, design, nuclear energy, space, and more.
Subscribe to The Upstarts Podcast.
Cheeky Pint:
Why Sam Altman is against a single superintelligence
Stripe cofounder John Collison interviews founders, builders, and leaders over a pint.
Subscribe to Cheeky Pint.
Great Chat:
The case for AI optimism
A podcast mostly about tech. Brought to you weekly by Angela Du, Sally Shin, Mac Bohannon, Helen Min, and Ashley Mayer.
Subscribe to Great Chat.
Sources:
Tobi Lütke on the AI agent revolution and future of Shopify
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 decade.
Subscribe to Sources.
Big Technology Podcast:
This AI Expert Argues We're Underestimating AI's Productivity Impact — With Ethan Mollick
The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators.
Subscribe to Big Technology Podcast.
Machine Gods:
Inside Anthropic's IPO + How AI agents spy on your messages
The official podcast of the singularity, from Casey Newton and Kevin Roose. Twice-weekly news, analysis, and interviews with the people who are building the future.
Subscribe to Machine Gods.
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