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August 11, 2025, 11:05 AM
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Mediagazer
memeorandum
WeSmirchTop News
| Financial Times: |
Sources: Nvidia and AMD agreed to pay the US government 15% of H20 and MI308 chip revenue from China sales, as a condition of export licenses granted last week — Chipmakers agree to unusual arrangement to secure export licences from Trump administration — Nvidia and AMD have agreed …
More: New York Times, BBC, Reuters, CNBC, The Verge, Tom's Hardware, TechCrunch, The Hill, HotHardware, Moneycontrol, Transformer, CNBC, Wall Street Journal, Engadget, Reuters, Telegraph, Fierce Electronics, PCMag, Yahoo Finance, The Boston Globe, Associated Press, Transport Topics, Washington Examiner, Investing.com, Spyglass, National Review, Fast Company, Hong Kong Free Press HKFP, UPI, Fortune, City A.M., Forbes, The Economic Times, RTHK, Daily Sabah, Investment Monitor, Wall Street Pit, Finance Magnates, Daily Mail, Silicon Republic, The Register, Benzinga, Semafor, The Information, MarketWatch, PC Gamer, Axios, ZeroHedge News, Investor's Business Daily, The Guardian, NewsMax.com, Capital Brief, and Gizmodo
Bluesky: @robertscotthorton, @thebluenami.is.democrat, @davidheniguk, @fbajak, @tdcheetah, @kevinmulhall, @past-tense, @markriedl, @caseynewton, @amanbatheja, and @davelee.me
X: @shakeelhashim, @petereharrell, @miles_brundage, @dkaushik96, @mattzeitlin, @nxthompson, @reichlinmelnick, @stephenwertheim, @dampedspring, @adamscochran, @constans, @mhdempsey, @jeffreywestling, @stocksavvyshay, @joepostingg, @patrickmoorhead, @neoavatara, @scottlincicome, @nominalthoughts, @kobeissiletter, @miles_brundage, @policytensor, @noahpinion, @modeledbehavior, @dominicjpino, @michaelsobolik, @jukanlosreve, @dastdn, @jakeauch, @varunkrovi, @rwang07, and @dimi
LinkedIn: Christopher Padilla and Liza Tobin
Forums: r/thebulwark, r/Destiny, r/technology, r/neoliberal, r/politics, r/hardware, r/intelstock, r/China, r/Conservative, r/AMD_Stock, r/StockMarket, and r/Economics
| Bloomberg: |
Trade experts: Nvidia's and AMD's deals to export AI chips to China and pay the US 15% of revenue is “unprecedented” and a sign of “a new and dangerous world” — The revenue-for-exports deal between the US government and two of the world's biggest chipmakers opens …
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| Lauren Thomas / Wall Street Journal: |
Sources: Intel CEO Lip-Bu Tan is set to meet Trump on Monday to propose ways the US and Intel could work together, show his commitment to the US, and more — Lip-Bu Tan is set to meet with the president, who last week called for Tan's removal — Intel CEO Lip-Bu Tan is set to visit …
More: Fortune, Investor's Business Daily, Financial Times, CNBC, Tom's Hardware, The Register, Bloomberg, Washington Examiner, Semafor, Reuters, Washington Times, TechRadar, Moneycontrol, Yahoo Finance, ZeroHedge News, Silicon Republic, Fox Business, Wall Street Pit, WinBuzzer, Business Today, BERNAMA, Benzinga, The Information, SiliconANGLE, PC Gamer, and NewsMax.com
Bluesky: @carnage4life and @fpga.org
X: @patrickmoorhead and @patrickmoorhead
Forums: r/hardware, r/AMD_Stock, r/StockMarket, r/intelstock, and r/intelstock
| Sam Tobin / Reuters: |
A UK judge dismisses Wikimedia's Online Safety Act challenge over requiring Wikipedia to verify users and contributors' IDs, but says it can file new challenges — The operator of Wikipedia on Monday lost a legal challenge to parts of Britain's Online Safety Act, which sets tough new requirements …
More: Forbes, Diff, Reclaim The Net, Telegraph, The Guardian, The Independent, UKTN, and Politico
Bluesky: @herooftim and @stokel
X: @senatorshoshana and @prestonjbyrne
Forums: r/neoliberal, r/worldnews, and Slashdot
| Luc Olinga / Gizmodo: |
Sam Altman says OpenAI will bring back GPT-4o to ChatGPT and raising reasoning model rate limits for free and Plus users, as usage of reasoning models increases — The move is a stunning reversal, proving that even the most powerful AI company can't ignore a mutiny from its loyal user base.
More: Windows Central, The Register, The Economic Times, Financial Express, GreenBot, Livemint, Benzinga, Digit, Business Standard, BMI, Analytics India Magazine, The Hans India, BleepingComputer, Digital Trends, The Indian Express, and Moneycontrol
Bluesky: @asadotzler.com. X: @sama, @sama, @ace101x, @randomsprint, @stefanbuilds, @ctrlaltdwayne, @datachaz, @devagrawal09, @evanmendenhall_, @altryne, @backerd_ceo5, @the_real_bersek, @kimmonismus, @alexgertzusa, @meowforl, @sama, @ai_for_success, @sama, @cgoodman308, and @sama
| Gary Marcus / Marcus on AI: |
More: CNBC, The Decoder, Silicon Republic, The Observer, The Stack, Luiza's Newsletter, Implicator.ai, Mathieu Acher, and Realtime Techpocalypse …
Bluesky: @thelincoln. Mastodon: @leighelse@mastodon.nz. X: @emollick, @swarley75042565, @garymarcus, @garymarcus, @daniel_271828, @garymarcus, @garymarcus, @garymarcus, @mrewanmorrison, @aidan_mclau, @luizajarovsky, @yuchenj_uw, @quanquangu, @scaling01, @xriskology, @the_ai_skeptic, @garymarcus, @benwansell, @jeremyphoward, @garymarcus, @colin_fraser, @burny_tech, @anoop_331, @egidemurisa, @mgonto, @scaling01, @wasgo, @explodemeow102, @garymarcus, and @scaling01
LinkedIn: Hugi Aegisberg, Gary Marcus, and Chris Richardson
Forums: Hacker News, Hacker News, r/artificial, and r/agi
| David Sacks / @davidsacks: |
More: Fortune, Marginal Revolution, Axios, and Business Insider
| Matt Burgess / Wired: |
UK researchers estimate 80 game cheat-selling websites generate $12.8M to $73.2M annually from 30K to 174K monthly buyers across North America and Europe alone — Gaming cheats are the bane of the video game industry—and a hot commodity. A recent study found that cheat creators are making …
Bluesky: @serghei
| Robert Frank / CNBC: |
CB Insights: there are now 498 AI unicorns, with a combined value of $2.7T, including 100 founded since 2023, and over 1,300 AI startups are valued above $100M — Artificial intelligence startups have minted dozens of new billionaires this year, adding to an AI boom that's quickly becoming … | Annie Palmer / CNBC: |
Amazon's Kuiper launches 24 satellites via SpaceX's Falcon 9 after four launch attempts were delayed by weather issues, taking its total to 102 in orbit — Amazon shipped another batch of internet-beaming satellites into orbit on Monday atop a SpaceX Falcon 9 rocket, after four previous launch attempts … | James Davey / Reuters: |
UK retailer M&S resumes click and collect services 15 weeks after disclosing a cyberattack, set to cost it ~£300M; M&S resumed online delivery orders on June 10 — British retailer Marks & Spencer (MKS.L) has resumed taking click and collect orders for clothing …
More: BBC, ITPro, The Independent, Bloomberg, The Grocer, and BelfastTelegraph.co.uk
| Financial Times: |
The EU Commission approves Prosus' €4.1B takeover of Just Eat Takeaway in a bid to create a “European tech champion” to rival DoorDash, which acquired Deliveroo — The European Commission has approved the €4.1bn takeover of Just Eat Takeaway by Prosus …
More: Reuters, Wall Street Journal, and Bloomberg
| Jennifer Pattison Tuohy / The Verge: |
The CSA releases Matter 1.4.2 to improve reliability, stability, and cross-platform coordination, like Wi-Fi-only commissioning to lose its Bluetooth dependency — A 1.4.2 spec release brings a bunch of under-the-hood improvements alongside better coordination between ecosystem platforms, including Apple, Amazon, and Google.| Reuters: |
Rumble says it plans to acquire German AI cloud group Northern Data in an all-stock deal; estimates show the deal could be valued at ~$1.17B, a 32% discount — U.S.-listed video platform Rumble (RUM.O) is considering a potential offer of about $1.17 billion (1 billion euro) … | Alex Knapp / Forbes: |
Tahoe Therapeutics, which is building AI models of living cells, raised $30M led by Amplify Partners at a $120M valuation, taking its total funding to $42M — The Palo Alto, California-based company, now valued at $120 million, has developed a scalable way to quickly generate crucial biological data needed … | Peter Rudegeair / Wall Street Journal: |
AI-focused hedge funds have raised billions; source: ex-OpenAI researcher Leopold Aschenbrenner's Situational Awareness manages $1.5B+ as a “brain trust on AI” — A 23-year-old former OpenAI researcher quickly amassed more than $1.5 billion for ‘brain trust on AI’Sponsor Posts
Subquadratic:
Subquadratic: the LLM built for 12M-token reasoning — SubQ can reason across entire codebases and document sets in one pass with no RAG workarounds. Read how SubQ 1.1 Small holds near-perfect retrieval out to 12M tokens.
Subquadratic: the LLM built for 12M-token reasoning — SubQ can reason across entire codebases and document sets in one pass with no RAG workarounds. Read how SubQ 1.1 Small holds near-perfect retrieval out to 12M tokens.
Cloudflare:
Cloudflare Connect 2026: The Agentic Conference — Stop preparing for agents. Start running them. 100+ sessions, workshops, and speakers from OpenAI, Arm, and Cloudflare across AI, security, and performance.
Cloudflare Connect 2026: The Agentic Conference — Stop preparing for agents. Start running them. 100+ sessions, workshops, and speakers from OpenAI, Arm, and Cloudflare across AI, security, and performance.
Zoho:
Pro Tips: 4 tips to overcome data problems in your CRM — Most CRM data problems don't look like problems. At a glance, your CRM looks fine: records exist, fields are filled, and reports run.
Pro Tips: 4 tips to overcome data problems in your CRM — Most CRM data problems don't look like problems. At a glance, your CRM looks fine: records exist, fields are filled, and reports run.
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:
Meta's Muse Revival, Frontier AI Under Threat, The Rise Of Dopamine Sites
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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Sources:
Satya Nadella on Microsoft's agent bet and AI's trust problem
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.
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Channels with Peter Kafka:
Meta's New $1300 Glasses and the Fight to Control AI
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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Great Chat:
Doomers at Dreamforce
A podcast mostly about tech. Brought to you weekly by Angela Du, Sally Shin, Mac Bohannon, Helen Min, and Ashley Mayer.
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Invest Like the Best:
Gabe Stengel - Building Investing Superintelligence
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