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.

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.
Clay:
Turn any GTM idea into reality  —  Clay helps GTM teams combine AI agents, enrichment, and intent data to move faster and turn insights into action.
Zoho:
Streamline payment collections in Singapore with PayNow and GrabPay  —  Under the “Smart Nation” initiative, Singapore is making a transformation towards cashless and quick payment options.
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.

Featured Podcasts

Invest Like the Best:
Josh Kushner - Concentration and Conviction
The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas.
Subscribe to Invest Like the Best.
Channels with Peter Kafka:
Janice Min on Hollywood's Crisis; Reed Duchscher on the Creator Boom
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 Social Radars:
Tom Blomfield, Partner, Y Combinator; Co-Founder, Monzo
Come be a fly on the wall as Y Combinator's Jessica Livingston and Carolynn Levy talk to some of the most successful founders in Silicon Valley about how they did it.
Subscribe to The Social Radars.
Cheeky Pint:
Ramp founder Eric Glyman on the many ways AI is changing corporate spending
Stripe cofounder John Collison interviews founders, builders, and leaders over a pint.
Subscribe to Cheeky Pint.
Lenny's Podcast:
Sequoia CEO coach: Why it's never been easier to start a company, and never been harder to scale one | Brian Halligan (co-founder, HubSpot)
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.
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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Earlier Picks

Lee Jung-joo / The Korea Herald: