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September 27, 2025, 6:20 PM
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| Brian Merchant / Blood in the Machine: |
A look at some California tech regulation bills, including one banning AI use in firing or disciplining workers, that await Gov. Newsom's signature or his veto — A guide to the AI and tech bills that have passed the California legislature, and await the governor's signature — or veto.
More: The Tech Policy Press Podcast, Electronic Frontier Foundation, Truth on the Market, The Verge, and Politico
X: @rbensperry, @laweconcenter, @rweingarten, @taylordbarkley, @garrytan, @viacristiano, @ctatech, @jonhaidt, @eff, @joffemd, @dwaynephillips, and @lorenasgonzalez. LinkedIn: Cristiano Lima-Strong
| Maxwell Zeff / TechCrunch: |
More: Axios. X: @boazbaraktcs, @jachiam0, @zamaan_qureshi, @ahmet_s_ozcan, @sgandhi0, @garrisonlovely, @scott_wiener, @janleike, @zeffmax, @goaing117777, @jeremyhl, @zeffmax, and @geoffreynichil. LinkedIn: Nilesh Christopher
| Eric Newcomer / Newcomer: |
Leaked a16z decks: $25B in net returns since its 2009 founding, including $11.2B in 2021, and 56 unicorn investments in the past 10 years, the most of any firm — The firm has held its $900 million 2012 Fund III at 9.4x net TVPI. — ∙ Paid — Andreessen Horowitz is perhaps …
X: @gkamstra, @jbsdc, @ericnewcomer, @sethbannon, @ericnewcomer, @gkamstra, @iamhenrymascot, @____nanakong, @luke_metro, @doodcapital, @amendandpretend, @brandon_m_kumar, @gthartley, @orenbarzilai, @equityindallas, @wholemarsblog, @ericnewcomer, @daveg, @brentfranson, @oladayo_adenubi, @iamjakestream, @ctjlewis, @dennythedev, and @danielmerja
| Trishla Ostwal / Adweek: |
Friend, which launched a $129 AI-powered, always-listening necklace, plasters NYC subway with ads in $1M+ campaign that includes over 1,000 platform posters — The OOH ads blanketing all five boroughs deliberately court controversy — The founder of Friend is betting on making enemies.| Arasu Kannagi Basil / Reuters: |
Fermi, a data center real estate investment trust co-founded by former Energy Secretary Rick Perry, aims to raise $550M in a US IPO at a $13.16B valuation — Fermi, co-founded by former U.S. Energy Secretary Rick Perry, is targeting a valuation of up to $13.16 billion in its U.S. initial public offering …
More: Fermi America, Investing.com, Associated Press, The Economic Times, The Information, Fast Company, DatacenterDynamics, Newsweek, Financial Post, and NewsMax.com
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| Shirin Ghaffary / Bloomberg: |
OpenAI executives working on Stargate say that it costs about $50B to build a data center with roughly 1 GW of capacity, with $35B going toward AI chips — Sam Altman and his partners intend to get creative to cover the growing cost of data centers and chips for AI. But first... Three things to know:| Jyoti Mann / Business Insider: |
Leaked Meta internal document shows updated training protocols for its AI chatbot to refuse any prompts involving sexual roleplay with minors — - A leaked Meta document shows how its AI chatbot should respond to child sexual exploitation prompts. — It now says the chatbot should refuse …
| Ben Thompson / Stratechery: |
Why YouTube is key to Google's success in AI, with YouTube's AI enhancements making video content more monetizable than text-based content in Search — Action is happening up-and-down the LLM stack: Nvidia is making deals with Intel, OpenAI is making deals with Oracle, and Nvidia and OpenAI are making deals with each other.
X: @pablomaronas, @howardlindzon, @edconwaysky, and @buccocapital
LinkedIn: Hunter Walk, Carrie Beth Wood, and Greg Bryan. Bluesky: @carnage4life. Mastodon: @carnage4life@mas.to
| Lee Jung-joo / The Korea Herald: |
A fire at South Korea's National Information Resources Service's data center shut down 647 government IT systems, disrupting services such as postal banking — Covering social issues on Seoul, civil security, climate — A fire at the National Information Resources Service's data center … | Lulu Yilun Chen / Bloomberg: |
A profile of Ant International, Ant Group's cross-border payments unit using AI and blockchain for treasury management, which handled $1.1T in cash flow in 2024 — Ant International is using its vast data trove and AI engineering expertise to muscle into the overlooked yet lucrative world of global cash management.| Bloomberg: |
Google agrees to guarantee $1.4B of AI computing startup Fluidstack's $3B, 10-year agreement with Cipher Mining and gets the right to buy a 5.4% stake in Cipher — Alphabet Inc.'s Google has agreed to anchor a $3 billion data center contract with Cipher Mining Inc. in the latest tie up between … | New York Times: |
International Federation of Robotics: Chinese factories installed ~300K new robots in 2024, more than the rest of the world combined; US factories installed 34K — China has embarked on a campaign to use more robots in its factories, transforming its manufacturing industries and becoming the dominant maker.
More: Gizmodo, International Federation of Robotics, IFR International Federation …, Newser, The Robot Report, and Andreessen Horowitz
LinkedIn: Tim Martin, Fredrik Rydén, and Eric Rosenblum
Forums: r/Futurology, r/ADVChina, and r/technology
| Cloudflare: |
Cloudflare combines a new Email Sending feature with Routing into a unified Email Service to let developers send emails from Cloudflare Workers, in private beta — If you are building an application, you rely on email to communicate with your users. You validate their signup … | Brody Ford / Bloomberg: |
Oracle, whose expenses are rising as it begins to fulfill massive cloud infrastructure deals, turned cash flow negative this year for the first time since 1992 — Welcome to Tech In Depth, our daily newsletter about the business of tech from Bloomberg's journalists around the world.| Danish Khan / Moneycontrol: |
Sources: Apple is ramping up efforts to source manufacturing machinery in India, essential for making iPhones locally, and is working with around 17 suppliers — Around 17 companies have directly started working with Apple in India for capital equipment and tools over the last 20-24 months and the number is only expected to go upSponsor 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:
Zoho for your industry: Where business software meets industry knowledge — Generic business software has come a long way. Today, a good CRM, a solid finance tool, or a reliable helpdesk can transform how a business operates …
Zoho for your industry: Where business software meets industry knowledge — Generic business software has come a long way. Today, a good CRM, a solid finance tool, or a reliable helpdesk can transform how a business operates …
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
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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Big Technology Podcast:
YouTube CEO Neal Mohan: Why We're Betting On AI And Not Afraid Of It
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:
Marc Benioff on the AI boom, SaaSpocalypse, and future of Slack
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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Invest Like the Best:
Gabe Stengel - Building Investing Superintelligence
The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas.
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Grit:
Inside the AI Startup Making Customer Support 65% Cheaper
Grit explores what it takes to create, build and scale world-class organizations.
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