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September 7, 2025, 1:30 PM
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memeorandum
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| 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
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.
Cape:
Most carriers track everything. Cape doesn't. — Unlimited talk, text & data, 24-hr metadata deletion, network ID rotation, SIM-attack defense, and more. Switch today and get 29% off for life.
Most carriers track everything. Cape doesn't. — Unlimited talk, text & data, 24-hr metadata deletion, network ID rotation, SIM-attack defense, and more. Switch today and get 29% off for life.
Zoho:
Zoho Mail Admin Console: A complete overview — You just got added as an admin for your company's Zoho Mail account. Someone from IT sends you a link, you log in, and there it is, a full console with everything …
Zoho Mail Admin Console: A complete overview — You just got added as an admin for your company's Zoho Mail account. Someone from IT sends you a link, you log in, and there it is, a full console with everything …
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
Grit:
Ex-Twitter CEO on Why AI Needs a New Internet | Parag Agrawal
Grit explores what it takes to create, build and scale world-class organizations.
Subscribe to Grit.
Lenny's Podcast:
Anthropic's first technical PM on token maxing, the jagged edge, and living in the future | Dianne Penn
Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your own product.
Subscribe to Lenny's Podcast.
Big Technology Podcast:
What Happens If AI Fails?, Subprime Data Center Crisis, How Bad Can SpaceX Get?
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.
Hard Fork:
OpenAI Models Go Rogue + Kimi K3 Freakout + A.I. Superforecasting
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.
The Talk Show With John Gruber:
'A Scam Held Together With Patriotism and Golden Paint', With Quinn Nelson
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.
Tools and Weapons with Brad Smith:
Connecting the Unconnected: Doreen Bogdan-Martin
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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