| Ben Smith / Semafor: |
A look at the network of group chats that surged in 2020 as a place where Silicon Valley leaders allied with the new right, revolving around Marc Andreessen — THE SCOOP — Last Thursday morning, a bit before 10 am in Austin and nearly 11 pm in Singapore, Joe Lonsdale had enough of Balaji Srinivasan's views on China.| Mark Gurman / Bloomberg: |
While Apple's iPhone manufacturing in India matches China in quality, making the extraordinarily complex 20th anniversary iPhones outside China remains unlikely — Apple has begun breaking up its AI and machine learning organization by moving pieces to other parts of the company.| Financial Times: |
A deep dive into Apple's iPhone manufacturing process, which uses ~2,700 parts from 187 suppliers in 28 countries; just 30 suppliers have no presence in China — The administration wants the iPhone to be manufactured in America. The components that power it show why that is highly impractical| Nicole Nguyen / Wall Street Journal: |
While Big Tech was spared from tariffs, for now, Small Tech making devices like baby monitors faces price hikes, stock shortages, and degrading product quality — Big Tech was spared. Small Tech is looking for ways to survive. — It's a brave new world for makers of high-tech stuff.| Wall Street Journal: |
Sources: Huawei has approached some clients about testing the technical feasibility of the Ascend 910D, its newest AI chip that it hopes will beat Nvidia's H100 — Superpower rivalry over semiconductors heats up despite Washington's attempts to block Beijing| Prachi Verma / The Economic Times: |
India faces a shortage of agentic AI professionals, with executives estimating fewer than 100K in the country while demand is projected to hit ~200K by 2026 — India is grappling with a critical shortage of agentic AI professionals as demand surges, driven by the shift towards sophisticated AI agents capable … | CBS Mornings on YouTube: |
Geoffrey Hinton fears AI companies are under-investing in safety research, embracing military usage, and sharing model weights while pushing for less regulation — Nobel laureate Geoffrey Hinton, often called a “godfather of artificial intelligence,” spoke with Brook Silva-Braga … | Yazhou Sun / Bloomberg: |
Munich-based ARX Robotics, which makes self-driving, modular battlefield robots, raised €31M led by HV Capital and plans to build a plant in southwest England — ARX Robotics, a German defense startup backed by NATO's technology fund, has raised venture capital funding for the second … | Jessica Testa / New York Times: |
Spotify says it has paid $100M+ to podcast publishers and creators since January 2025 via a new creator program based on Premium subscribers' video engagement — The audio platform has branched out to video and has given its podcasters a raise as the war for creator talent heats up.| Jeff Horwitz / Wall Street Journal: |
Test conversations with some Meta AI digital companions, including celebrity-voiced ones, show them engaging in sexual chats even when users identify as minors — Chatbots on Instagram, Facebook and WhatsApp are empowered to engage in ‘romantic role-play’ that can turn explicit.| David Heinemeier Hansson / HEY: |
| SemiAnalysis: |
A look at Microsoft freezing ~1.5GW of data centers set for 2025 and 2026; Microsoft has walked away from significantly more than 2GW of non-binding contracts — OpenAI Shift, Oracle & Stargate Acceleration, Hyperscale Capex Implications, Vertiv's Impact Misunderstood, Copilot Weak Adoption
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