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February 16, 2025, 8:45 AM
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Mediagazer
memeorandum
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| Wall Street Journal: |
Sources: Broadcom has informally explored a bid for Intel's chip design and marketing unit, but only if it could secure a partner for Intel's foundry business — Broadcom has interest in Intel's chip-design business, while TSMC is looking at the company's factories
More: Business Post, Capital Brief, CTech, BusinessLIVE, TipRanks Financial, Bloomberg, Reuters, The Economic Times, New York Times, and TweakTown. Forums: r/hardware
| Dan Gallagher / Wall Street Journal: |
Intel's foundry business lost over $13B on $17.5B revenue in 2024, while TSMC generated $41.1B in operating profit on $90B in revenue over the same period — While President Trump's domestic AI focus is a good sign for Intel, easy fixes have proved elusive| Pooja Dash / IndiaSpend: |
India's BharatNet program to provide broadband access to 650K villages by 2025 is set to fall short of its target, with only 199K having broadband as of January — As of January 2025, only 1.99 lakh villages out of 6.5 lakh villages or 30.4% had broadband internet access
X: @indiaspend, @indiaspend, @indiaspend, and @indiaspend
| Mark Gurman / Bloomberg: |
Sources: Apple plans to refresh the Vision Pro with Apple Intelligence, a new Spatial content app, and a revamped guest mode in visionOS 2.4, as early as April — - Company seeks to boost interest in headset with new features — Move marks the first device expansion for Apple Intelligence
More: Reuters, Cult of Mac, iClarified, Redmond Pie, AppleInsider, TechCrunch, PhoneArena, 9to5Mac, Daily Guardian, and Bangkok Post
Bluesky: @xenago and @kylebrussell
X: @markgurman and @markgurman
Forums: r/apple and r/VisionPro
| Dan Whateley / Business Insider: |
Maryland-based Uscreen, which helps creators launch apps, engage fans, monetize memberships, and more, raised $150M from PSG Equity, giving PSG a majority stake — - Uscreen, a startup that helps creators make apps, scored a $150 million investment from PSG Equity.| Ben Thompson / Stratechery: |
Q&A with Uber CEO Dara Khosrowshahi about his move from Expedia to Uber, getting out of the self-driving market, Uber becoming an aggregator, and more — This week's Stratechery Interview is with Uber CEO Dara Khosrowshahi. Khosrowshahi started his career on Wall Street, before going to work for Barry Diller at IAC.
LinkedIn: Sebastiaan Vaessen
| Dean W. Ball / Hyperdimensional: |
As JD Vance chastised the EU for its AI regulation, 12+ US states are considering algorithmic discrimination bills that look strikingly similar to EU's AI Act — The AI regulation onslaught — Introduction — At the AI Action Summit in Paris this week, Vice President J.D. Vance delivered a broadly optimistic message on AI.| Connie Loizos / TechCrunch: |
The death of former OpenAI employee Suchir Balaji was ruled a suicide in a new autopsy report, countering suspicions by his family that had fueled speculation — Suchir Balaji, a former OpenAI employee, was found dead in his San Francisco apartment on Nov. 26; on Friday …
More: Forbes, Fortune, Hindustan Times, ABC7, The San Francisco Standard, Business Insider, and Mercury News. Forums: r/technews
| Financial Times: |
How Walmart's investment in tech, including an AI tool to plan worker shifts, helped it take on Amazon, with 18% of its ~$680B revenue in 2024 generated online — A decade ago, its huge stores looked outdated as online sales grew. Now they are pulling in more customers than ever| Thomas Claburn / The Register: |
Hector Martin, lead of Asahi Linux distribution for Apple Silicon, resigns, citing burnout, demanding users, and Linus Torvalds's handling of Rust integration — I fought the Torv and ... the Torv won — Hector Martin, project lead of Asahi Linux, resigned that project early Friday … | Sophie Alexander / Bloomberg: |
Sources: DOGE is sending termination notices to USDS staff who worked as IT experts for the US government since the Obama era; USDS has been renamed as DOGE — Elon Musk's DOGE team is sending termination notices to staffers at the US Digital Service, a group of federal IT workers … | Wired: |
Romance scams may rise as isolation grows and generative AI helps scammers scale; the FBI says US victims lost nearly $4.5B to such scams over the past decade — Romance scams cost victims hundreds of millions of dollars a year. As people grow increasingly isolated, and generative AI helps scammers scale … | Oliver Knight / CoinDesk: |
Argentine President Javier Milei posted and then deleted an X post promoting Libra, a memecoin that rose 2,000%+ to a $4.4B market cap before plunging 95%+ — Milei deleted his original promotional tweet and revealed that he wasn't aware of its details. — What to know:Sponsor Posts
Command Line:
Copilot to autopilot: Why no single safeguard is enough — Microsoft designed a layered model that lets an AI agent resolve network incidents on its own within defined boundaries.
Copilot to autopilot: Why no single safeguard is enough — Microsoft designed a layered model that lets an AI agent resolve network incidents on its own within defined boundaries.
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:
UK tax compliance with Zoho Books — The evolving tax landscape in the UK has added an additional responsibility to business owners, accountants, and bookkeepers to ensure their choice of accounting software supports compliance …
UK tax compliance with Zoho Books — The evolving tax landscape in the UK has added an additional responsibility to business owners, accountants, and bookkeepers to ensure their choice of accounting software supports compliance …
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
Big Technology Podcast:
Google CEO Sundar Pichai: AI's Infinite Possibilities, Compute Scarcity Dilemmas, Future AI Products
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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Cheeky Pint:
How Toto Wolff built the most valuable team in F1
Stripe cofounder John Collison interviews founders, builders, and leaders over a pint.
Subscribe to Cheeky Pint.
Training Data:
Inside the Robot Data Factory: Mecka's Josh Gao on Sensorizing Humans to Train Robots
Sequoia Capital partners host conversations with leading AI builders and researchers to develop a deeper understanding of the evolving technologies and their implications.
Subscribe to Training Data.
Invest Like the Best:
Christina Cacioppo - Building an Enduring Software Company in the Age of AI
The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas.
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Grit:
The 20-Year Bet to Make Fusion Energy Work | Jeff Lawson
Grit explores what it takes to create, build and scale world-class organizations.
Subscribe to Grit.
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