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January 13, 2025, 6:25 AM
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memeorandum
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| Financial Times: |
The Biden admin unveils new chip export rules, giving 18 key allies full AI chips access while requiring licenses from most other countries, including China — US semiconductor industry warns move will aid its competitors — The US is imposing expansive export controls on chips used …
More: Bloomberg, Reuters, Reuters, CNN, Washington Post, Wall Street Journal, Nikkei Asia, NVIDIA, Wired, New York Times, and TrendForce News
| Tyler Cowen / Bloomberg: |
US export controls may have slowed China's AI progress but they also spurred DeepSeek to innovate and release DeepSeek-V3, a top LLM, without the latest chips — A promising new model shows that innovations in artificial intelligence don't necessarily depend on the latest chips.
More: Pandaily, TestingCatalog, ChinaTalk, Tech in Asia, DigiTimes, Time, and South China Morning Post
| Mark Gurman / Bloomberg: |
A look at Apple's plans for 2025, a year likely to be seen as a stepping stone toward more revolutionary products, rather than one of remarkable innovation — Apple plans a loaded 2025, with plans for an overhauled iPhone line, new AI features, a smart home push and updates to products it hasn't refreshed in a while.
More: T3 (publication), MacRumors, 9to5Mac, Tom's Guide, 9to5Mac, TechRadar, 9to5Mac, KnowTechie, Wareable, MacRumors, MacRumors, SiliconANGLE, Cult of Mac, nextpit, MacRumors, Benzinga, Supercharged, Engadget, AppleInsider, AppleInsider, 9to5Mac, The Verge, Appleosophy, Supercharged, TechCrunch, Cult of Mac, Digital Trends, Philip Elmer‑DeWitt, AppleInsider, and Wccftech
X: @chaitanyaontech, @markgurman, and @tom_krikorian
Forums: r/apple and MacRumors Forums
| Keir Starmer / Financial Times: |
The UK PM debuts plans to increase its public sector compute by over 20x to spark a “national renewal”, saying the UK doesn't need to walk a US or EU path on AI — Going our own way will unleash national renewal — Artificial intelligence is the defining opportunity of our generation.
More: Politico, The Guardian, Reuters, BBC, CNBC, ComputerWeekly.com, GOV.UK, Proactive, Agence France-Presse, Sky News, The Independent, Cointelegraph, Al Jazeera, and UKAI
X: @shakeelhashim, @s8mb, @haydnbelfield, and @donaldclark
Forums: r/ukpolitics and r/ukpolitics
| TechCrunch: |
The UK plans to create geographic “AI Growth Zones” to fast-track AI infrastructure planning, says private tech firms have committed £14B for its AI plan — In 2023, the U.K. made a big song and dance about the need to consider the harms of AI, giving itself a leading role in the wider conversation around AI safety.
More: Data Center Knowledge, TVNewsCheck, ITPro, and UKTN
| Counterpoint Research: |
Global smartphone shipments grew 4% YoY in 2024 after a decade-low in 2023; top two brands, Samsung and Apple, were mostly flat, while Xiaomi grew 12% YoY — - Global smartphone sell-through grew 4% YoY in 2024, following the weakest year in a decade in 2023.| Renée DiResta: |
Meta's changes to its content policies will appease vocal political critics only for the short term, and they signal a retreat from responsibility to users — Hello! Happy new year! It was a busy week in tech policy land. Yesterday was the SCOTUS hearing on TikTok (interesting legal takes).
More: Business Insider, Semafor, and Social Media Today
| Riley Griffin / Bloomberg: |
More: Werd I/O, Business Today, Forbes, Latest - Truthout, Pixel Envy, Daring Fireball, Meta.mk, WhoWhatWhy, Le Monde, The Information, New York Post, Althouse, and The Economic Times
Bluesky: @epicciuto, @markjacob, @samidh, @caseynewton, @thekvetch, @layeredstrange.uk, @christinescreen, @jaywillis.net, @ddowling, @pharmesq, @saltcreekbrews, @daniloc.xyz, @tdmoss, @rich-bryant.uk, @mattnegrin, @danielkraus.com, @ajaanmark, @flannerydean, @edroso, @jotatx, and @wolfgang.bremer.co
Mastodon: @samiamsam@mastodon.social, @alebaffa@famichiki.jp, and @mergesort@macaw.social
Threads: @oliverdarcy and @mollyjongfast
X: @autismcapital, @shannonrwatts, @mikeisaac, @ashleymayer, @joshuaogundu, @bostonjoan, @randy1116, @ejmiller25, @rufustsuperfly, @morgbgreat, @wolfstrength, @keysmashbandit, @_carol_romero, @selinawangtv, @lou_j_welch, @amydiehl, @varadmehta, @intothefuture45, @paulrudnickny, @c_fpeterson, @arthurcruzd, @jakebrodes, @mikeisaac, @teroterotero, @unusual_whales, @mikeisaac, @mikeisaac, @aidnmclaughlin, and @garymarcus
LinkedIn: Foster Coulson, Rachel Wasserman, and Sharon O'Dea
| Rest of World: |
Starlink has disrupted Kenya's existing ISP industry since its launch in July 2023, forcing legacy providers to lower prices and increase internet speeds — In Ghana, Starlink is half the price of the local ISP. — Starlink, launched in 2019 by Elon Musk's SpaceX, has become the leading satellite internet provider in the world.| Simon Sharwood / The Register: |
Microsoft notifies customers in Australia, New Zealand, Malaysia, Singapore, Taiwan, and Thailand of upcoming ~30% to ~45% price hikes for Microsoft 365 plans — Won't say if other nations will be hit, but will ‘listen, learn, and improve’ as buyers react - so far with anger
Bluesky: @bdsams.com and @mals
| David Allen Green / Financial Times: |
How aligning with Trump's new administration lets Meta and X pivot from futile cooperation with the EU and other jurisdictions to confrontation and coercion — Behind the alignment of X and Meta with Trump is a cold business logic — and a position of weakness rather than strength
More: TheJournal.ie. Bluesky: @danielagabor, @jwsidders, @meerihaataja, @henrymance, and @ianfraser. Mastodon: @davidallengreen …. Threads: @joanwestenberg
LinkedIn: Lauri Rechardt, Stuart Lambert, and Lindsay Pentelow
Forums: r/ukpolitics and r/technology
| Tyler Wilde / PC Gamer: |
More: TechSpot and Business Today
Forums: r/SocialistGaming, r/americanoligarchy, and r/AnythingGoesNews
| Ethan Mollick / One Useful Thing: |
As researchers talk about the arrival of supersmart AI, far fewer voices are trying to envision and articulate what a world awash in AI might actually look like — What to make of the statements of the AI labs? — Recently, something shifted in the AI industry.
More: Vox, Analytics India Magazine, Maginative, and Robotics News
Bluesky: @carnage4life, @iblis-bane.co.za, and @mergesort.me
| Manish Singh / TechCrunch: |
Sources: Indian investment app Groww plans to file for an IPO within 10-12 months, seeking a $6B-$8B valuation; Groww was last valued at $3B in October 2021 — Groww, India's largest retail stockbroker, is positioning itself to file for an IPO in 10-12 months and is seeking …
More: Entrackr, The Economic Times, DealStreetAsia, Moneycontrol, Inc42 Media, and Tech in Asia
| Steven Sinofsky / Hardcore Software: |
A report on CES 2025: tech giants were mostly absent, Nvidia's keynote was a big event, AI experimentation, supply chains adapting to geopolitics, and more — CES proved a transition year with many established product lines showing incremental improvements or focusing on B2B areas …
X: @iancutress
| John Micklethwait / Bloomberg: |
Bloomberg EIC John Micklethwait predicts AI's impact on journalism: jobs will change, not vanish, reporting and breaking news will remain valuable, and more — The news business is facing its next enormous challenge. Here are eight reasons to be both optimistic and paranoid.Sponsor Posts
ElevenLabs:
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Niantic Spatial:
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Zoho:
Introducing the sandbox environment: Safely test and optimize e-signature workflows — Changes are an inevitable part of any workflow. The average agreement workflow involves recipients across organizations …
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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
Channels with Peter Kafka:
Ronan Farrow and Andrew Marantz on Sam Altman's Trust Problem
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.
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Acquired:
Ferrari
Learn the playbooks that built the world's greatest companies - and how you can apply them as a founder, operator, or investor.
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Lenny's Podcast:
Hard truths about building in the AI era | Keith Rabois (Khosla Ventures)
Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your own product.
Subscribe to Lenny's Podcast.
Big Technology Podcast:
Anthropic's Mythos Dilemma, Violence Against AI, Tokenmaxxing at Meta
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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Hard Fork:
Anthropic's Cybersecurity Shock Wave + Ronan Farrow and Andrew Marantz on Their Sam Altman Investigation + One Good Thing
The future is already here. Each week, journalists Kevin Roose and Casey Newton explore and make sense of the latest in the rapidly changing world of tech.
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Tools and Weapons with Brad Smith:
Ryan Roslansky: Turning AI Anxiety into Skills for the Future of Work
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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X: @watchdutyapp, @watchdutyapp, @renfromberkeley, @davidmarcus, @watchdutyapp, @officialhambly, @franklinleonard, @katewillett, @michaelmiraflor, and @watchdutyapp. LinkedIn: Kevin Bullock. Forums: r/technews