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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
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Zoho:
Why eIDAS 2.0 might be the EU's boldest digital move yet — eIDAS: The first building block of digital trust More than a decade ago, the EU introduced the eIDAS regulation (Regulation [EU] No 910/2014) …
Why eIDAS 2.0 might be the EU's boldest digital move yet — eIDAS: The first building block of digital trust More than a decade ago, the EU introduced the eIDAS regulation (Regulation [EU] No 910/2014) …
IDrive:
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Box data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.
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Big Technology Podcast:
CNBC's Jim Cramer: Big Tech Hot Takes, NVIDIA $10 Trillion?, Building Wealth In Any Market
The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators.
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Channels with Peter Kafka:
"Neither Side Is Used to Losing." Lucas Shaw on What's Next for Netflix and Paramount in the Battle for Warner Bros.
Media and tech aren't just intersecting - they're fully intertwined. To understand how those worlds work, Peter Kafka talks to industry leaders, upstarts and observers.
Subscribe to Channels with Peter Kafka.
Uncapped with Jack Altman:
Saam Motamedi from Greylock Partners
Conversations with people I admire about things I'm genuinely interested in.
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Invest Like the Best:
Henry Ellenbogen - Man Versus Machine
The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas.
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Grit:
How Snap Plans to Win the AR Race | Evan Spiegel on Spectacles
Grit explores what it takes to create, build and scale world-class organizations.
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Tools and Weapons with Brad Smith:
Ted Sarandos: Netflix and how tech changed storytelling
Microsoft Vice Chair and President Brad Smith speaks with leaders in government, business, and culture to explore the most critical challenges at the intersection of technology and society.
Subscribe to Tools and Weapons with Brad Smith.
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| Hugh Son / CNBC: |
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