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September 7, 2025, 1:30 PM
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memeorandum
WeSmirchTop News
| Susanne Barton / Bloomberg: |
Microsoft says clients of its Azure cloud platform may experience increased latency 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: BBC, Tom's Hardware, azure.status.microsoft, TechCrunch, Reuters, WinBuzzer, Fox Business, Al Jazeera, Newsweek, Travel And Tour World, Benzinga, Livemint, Reuters, India Today, and Türkiye Today
Bluesky: @cuthrell.com, @twmcltd, and @quinnypig.com
Forums: Hacker News, r/worldnews, and r/technews
| 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 … | 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.| 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 …
| 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.| 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: Digit, MarkTechPost, The Hill, The Decoder, Business Insider, and CNET
X: @iamtrask, @emollick, @michalkubicek, @rohanpaul_ai, @jiovan, @ziv_ravid, and @levie. LinkedIn: Hannes W.
Bluesky: @mikeyass and @avengingfemme
Forums: Hacker News, r/MachineLearning, and r/singularity
| 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: The New Stack, Livemint, Taipei Times, Simon Willison's Weblog, Engadget, WinBuzzer, Moneycontrol, New York Times, Wired, Mashable, The Verge, PC Gamer, Fast Company, Ars Technica, CGTN, PCMag, Wall Street Journal, International Business Times, Axios, Associated Press, Tom's Hardware, Washington Post, AppleInsider, iPhone in Canada, Notebookcheck, Reuters, RTÉ, Thurrott, The Decoder, 9to5Mac, Benzinga, ai fray, StrictlyVC, NPR, NBC News, The Authors Guild, IPWatchdog.com, Pixel Envy, Fortune, Spyglass, Futurism, Oh No They Didn't!, and TechCrunch
X: @adameisgrau, @morqon, @natolambert, @peterhndrsn, @emostaque, @eriqgardner, @brianstelter, and @willoremus
Bluesky: @cathfletcher, @fabmusacchio, @benzy.me, @rasmansa, @nkjemisin, @notdred, @ryanestrada.com, @kateheartfield.com, @michellewitte, @jasonsanford, @eff.org, @kevinbaker, and @carnage4life
Mastodon: @simon@fedi.simonwillison.net, @pivic@kolektiva.social, @gglockner@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/technology, r/Fauxmoi, r/writing, r/antiai, r/OpenAI, r/LocalLLaMA, r/news, r/technology, r/BetterOffline, r/ClaudeAI, r/Anthropic, and r/redditstock
| David Harold / Jon Peddie Research: |
Mojo Vision raised a $75M Series B led by Vanedge Capital to commercialize its microLED tech for products such as AI glasses and optical interconnects — Mojo raises fresh capital to commercialize micro-LED platform for AI. … Mojo Vision has secured $75 million in new funding to accelerate …
More: Business Wire and FinSMEs
| Chris Metinko / Axios: |
Shift5, which develops cybersecurity tools for the military and critical infrastructure, raised a $75M Series C led by Hedosophia — Data and cybersecurity startup Shift5 locked up a $75 million Series C led by Hedosophia, co-founder and CEO Josh Lospinoso tells Axios Pro...
More: citybiz, ExecutiveBiz, Shift5, and Washington …
| Chloe Cornish / Financial Times: |
Noon, an Amazon rival in the Middle East that has raised $2.7B since its 2016 launch and is now valued at “close to” $10B, is planning an IPO within two years — Saudi Arabia-backed group mulls dual listing as it pushes into autonomous delivery| John Kang / Forbes: |
A profile of Razer CEO Min-Liang Tan, as the gaming hardware giant readies AI tools for game development and to help players sharpen their skills — Razer, founded and run by Min-Liang Tan for two decades, is prepping to release cutting-edge AI tools to help game developers produce games faster … Sponsor Posts
Airtable:
Deep analysis for deep questions — Introducing Superagent. A new research product from Airtable: Subagents deeply interrogate your topic and turn it into boardroom-ready reports, slides, docs, or websites.
Deep analysis for deep questions — Introducing Superagent. A new research product from Airtable: Subagents deeply interrogate your topic and turn it into boardroom-ready reports, slides, docs, or websites.
Intel:
5G's most deployed platform — Powering live networks with built-in Inference across Core and RAN. That's the power of Intel Inside®
5G's most deployed platform — Powering live networks with built-in Inference across Core and RAN. That's the power of Intel Inside®
Zoho:
Turn financial data into better business decisions — This is a guest blog by ScaleXP.For CEOs and CFOs of growing small and mid-sized businesses, financial data is everywhere. Invoices, expenses, subscriptions …
Turn financial data into better business decisions — This is a guest blog by ScaleXP.For CEOs and CFOs of growing small and mid-sized businesses, financial data is everywhere. Invoices, expenses, subscriptions …
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
The Talk Show With John Gruber:
'Bad Dates', With Jason Snell
The director's commentary track for Daring Fireball. Long digressions on Apple, technology, design, movies, and more.
Subscribe to The Talk Show With John Gruber.
Hard Fork:
At the Pentagon, OpenAI is In and Anthropic Is Out
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.
Subscribe to Hard Fork.
Big Technology Podcast:
Anthropic vs. The Pentagon, Bloodbath at Block, The Citrini Selloff
The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators.
Subscribe to Big Technology Podcast.
Channels with Peter Kafka:
Netflix Walks, Paramount Wins, and the Ellisons Take Hollywood
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.
Subscribe to Channels with Peter Kafka.
The Upstarts Podcast:
Valar Atomics' Isaiah Taylor: Solving AI's Energy Crisis With Nuclear 'Gigasites'
Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI, design, nuclear energy, space, and more.
Subscribe to The Upstarts Podcast.
Tools and Weapons with Brad Smith:
His Excellency Khaldoon Al Mubarak: Investing in an AI-Driven World
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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