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September 7, 2025, 8:00 PM
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| Sri Muppidi / The Information: |
OpenAI told investors that it projects its cash burn this year through 2029 will rise to a total of $115B, about $80B higher than it previously expected — OpenAI recently had both good news and bad news for shareholders. Revenue growth from ChatGPT is accelerating at a more rapid rate than the company projected half a year ago.
More: PYMNTS.com, Marcus on AI, The Decoder, Forbes Middle East, Fortune, Reuters, and Reuters
X: @sarahtavel, @amir, @anthpb, @charterhousesq, @_karenhao, @mattrosoff, @mylesudland, @srimuppidi, @srimuppidi, @srimuppidi, and @jukanlosreve
Bluesky: @jessefelder and @btibor91.blaho.me
Forums: r/BetterOffline and r/singularity
| Reuters: |
Sources: ASML is committing €1.3B for Mistral's €1.7B Series C funding round, becoming the top shareholder, and is expected to get a board seat — ASML (ASML.AS), a crucial supplier of advanced chipmaking equipment, is set to become the top shareholder of French artificial …
More: CTech. X: @patrickmoorhead, @krishnanrohit, @krishnanrohit, @kevinsxu, and @zephyr_z9
Forums: r/europe, r/MistralAI, r/BuyFromEU, and r/eutech
| New York Times: |
A look at Ross Ulbricht's return to public life after receiving a pardon in January, including speaking at Bitcoin 2025 and accepting millions in donations — Ross Ulbricht, who created the Silk Road dark web marketplace and was serving a life sentence for drug distribution …
Bluesky: @rmac, @rmac, @jamesrball.com, @metacurity.com, @jlray, and @rmac
| Zaheer Kachwala / Reuters: |
Nvidia opposes the GAIN AI Act, saying the proposed US law forcing AI chipmakers to sell to US buyers first is “just another variation of the AI Diffusion Rule” — Nvidia (NVDA.O) said on Friday the AI GAIN Act would restrict global competition for advanced chips …
More: Commonplace, Gizmodo, Tom's Hardware, and Benzinga
| Susanne Barton / Bloomberg: |
Microsoft says it's no longer detecting problems for Azure cloud customers, after multiple international cables in the Red Sea were cut — Microsoft Corp. said Saturday it's no longer detecting issues with its Azure cloud platform after multiple international cables in the Red Sea were cut.
More: Associated Press, azure.status.microsoft, TechCrunch, Engadget, The Register, Tom's Hardware, Reuters, ZeroHedge News, SiliconANGLE, BBC, Al Jazeera, UPI, The Verge, WinBuzzer, Benzinga, Fox Business, Newsweek, Livemint, Reuters, India Today, and Türkiye Today
Bluesky: @cuthrell.com, @twmcltd, and @quinnypig.com
Forums: Hacker News, r/geopolitics, r/worldnews, and r/technews
| Caroline O'Donovan / Washington Post: |
A look at Marc Benioff's pursuit of productivity gains through AI at Salesforce, which has undergone a series of layoffs over the past two years — Salesforce CEO Marc Benioff has made himself a cheerleader for AI's potential to disrupt work while also laying off staff. — Just now| Simon Willison / Simon Willison's Weblog: |
GPT-5 Thinking in ChatGPT is shockingly good at search and demonstrates the potential of combining tool calling with chain-of-thought reasoning — “Don't use chatbots as search engines” was great advice for several years... until it wasn't. — I wrote about how good OpenAI's o3 was at using …
| OpenAI: |
OpenAI researchers argue that language models hallucinate because standard training and evaluation procedures reward guessing over admitting uncertainty — Read the paper(opens in a new window) — At OpenAI, we're working hard to make AI systems more useful and reliable.
More: TechCrunch, Digit, MarkTechPost, The Hill, and The Decoder
X: @iamtrask, @emollick, @rohanpaul_ai, @jiovan, @ziv_ravid, @michalkubicek, and @levie. LinkedIn: Hannes W.
Bluesky: @danielatafani, @mikeyass, and @avengingfemme
Forums: Hacker News, r/MachineLearning, r/slatestarcodex, and r/singularity
| Washington Post: |
PitchBook: VCs have invested $5B+ in humanoid robotics startups since the beginning of 2024, as years of steady progress and GenAI triggers an investment frenzy — A frenzy of investment has created a crowd of new human-like designs. — SALEM, Ore. — In an office park opposite an Amazon warehouse, the robots are at work.| SemiAnalysis: |
An in-depth look at AWS' underperformance in the GenAI era, as Microsoft Azure and Google Cloud gain ground, and how Anthropic could spark an AWS AI resurgence — Two-and-a-half years ago, we flagged a looming “cloud crisis” at AWS. Today, the evidence has mounted.| Alex Isenstadt / Axios: |
The Winklevoss twins have become major GOP donors; a source says they've donated $32M+ since 2017, including $21M to a new pro-Trump and pro-crypto super PAC — There's a new megadonor force in Republican politics: the crypto-mogul Winklevoss twins. … - “Who are the donors going to be for the next 20 to 30 years?| Ivan Levingston / Financial Times: |
Dealroom: European VC deals are set to rise 3-4% YoY in 2025 to $57B, about the same as in 2023, driven by rising startup valuations in AI, fintech, and defense — Interest in AI and defence tech start-ups has boosted investor activity after a prolonged slowdown
LinkedIn: Mat Gazeley
| Richard Nieva / Forbes: |
A profile of Mercor, a Scale AI rival valued at $2B in February, which hires domain experts to train models; it had a $100M run rate in March and $6M H1 profit — Mercor, debuting on the Forbes Cloud 100 list, built an AI recruiter to interview job candidates.| Bloomberg: |
Filing: Anthropic has agreed to pay $1.5B plus interest to resolve an authors' copyright lawsuit over the company's downloading of millions of pirated books — Anthropic PBC will pay at least $1.5 billion plus interest to resolve an authors' copyright lawsuit over the AI company's downloading …
More: PYMNTS.com, Simon Willison's Weblog, The New Stack, Taipei Times, WinBuzzer, Livemint, Engadget, Moneycontrol, New York Times, Mashable, Ars Technica, Wired, Fast Company, PC Gamer, CGTN, The Verge, PCMag, International Business Times, Axios, Wall Street Journal, Associated Press, Tom's Hardware, AppleInsider, Notebookcheck, iPhone in Canada, RTÉ, Thurrott, The Decoder, Washington Post, Reuters, Benzinga, ai fray, StrictlyVC, 9to5Mac, NPR, Reuters, IPWatchdog.com, and Pixel Envy
X: @adameisgrau, @morqon, @natolambert, @peterhndrsn, @emostaque, @eriqgardner, @brianstelter, and @willoremus
Bluesky: @ericdharvey.com, @cathfletcher, @benzy.me, @fabmusacchio, @rasmansa, @nkjemisin, @notdred, @ryanestrada.com, @kateheartfield.com, @michellewitte, @jasonsanford, and @eff.org
Mastodon: @simon@fedi.simonwillison.net, @gglockner@social …, @pivic@kolektiva.social, @remixtures@tldr.nettime.org, @pleia2@floss.social, @david@fedi.larlet.fr, @mimarek@universeodon.com, @remixtures@tldr.nettime.org, and @dilmandila@mograph.social
Forums: r/truenews, r/technology, r/Fauxmoi, r/writing, r/antiai, r/OpenAI, and r/LocalLLaMA
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