Techmeme
September 28, 2025, 7:50 PM

Top News

Mark Gurman / Bloomberg:
Apple's internal chatbot deserves a public release; sources: Apple nears production of M5 MacBook Pros, MacBook Airs, and two monitors for Q4 2025 or Q1 2026  —  Apple should release its internal ChatGPT-like app publicly to give its revamped AI system more credibility.
The Information:
How Nvidia's large investments in AI startups and data centers act like a form of financial stimulus, potentially artificially inflating demand for its GPUs  —  Even by the standards of one of the most prodigious dealmakers in tech, the past month or so has been a head-spinning one for Nvidia's Jensen Huang.
Rodney Brooks:
iRobot co-founder Rodney Brooks details why humanoid robots won't learn human-level dexterity from current methods, how to make them safe for humans, and more  —  rodneybrooks.com/why-todays-humanoids- wont-learn-dexterity/  —  In this post I explain why today's humanoid robots will not learn …
Jonathan Vanian / CNBC:
More: CNBCX: @jonathanvanian and @sal19
Bloomberg:
Google agrees to guarantee $1.4B of a $3B contract between AI computing startup Fluidstack and 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 …
Jeff Kauflin / Forbes:
A profile of digital microlender Tala, which has an annualized revenue of $340M but remains unprofitable 11 years in, as it plans to double its lending in 2027  —  Before starting Tala, founder and CEO Shivani Siroya was a Wall Street analyst and studied microloans for the United Nations.
Felix Salmon / Bloomberg:
Turning compute into a tradable commodity could fuel the next stage of the AI boom, just like oil futures and spectrum auctions unlocked waves of investment  —  Just as oil futures and spectrum auctions unlocked waves of investment, turning compute into a tradable commodity will be needed to fuel AI's next stage.
Forums: r/finance and r/NBIS_Stock
CNN:
How Mode to Code, a nonprofit founded by a teenager, is teaching Bay Area seniors to use AI and avoid scams through free coding and tech literacy classes  —  Jacob Shaul is the kind of rising high school student who spends Saturdays playing chess and devours books by Malcom Gladwell and Angela Duckworth.

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Channels with Peter Kafka:
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Connecting the Unconnected: Doreen Bogdan-Martin
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Earlier Picks

Lee Jung-joo / The Korea Herald: