Techmeme
September 27, 2025, 4:00 PM

Top News

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.
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.
Maxwell Zeff / TechCrunch:
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 …
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 …
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.
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.
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 …
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.

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Featured Podcasts

Hard Fork:
Where Is All the A.I.-Driven Scientific Progress?
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 Naughty Citizen', With Quinn Nelson
The director's commentary track for Daring Fireball. Long digressions on Apple, technology, design, movies, and more.
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Big Technology Podcast:
2025 In Review, 2026 Predictions — With Reed Albergotti
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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Channels with Peter Kafka:
Podcast Pioneer PJ Vogt's Second Act: Less Budget, More Control
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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BG2 Pod:
AI Enterprise - Databricks & Glean
Open-source podcast on all things tech, markets, investing, and capitalism, hosted by Brad Gerstner.
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Tools and Weapons with Brad Smith:
Ted Sarandos: Netflix and how tech changed storytelling
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.
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More News

Reuters:
Dwarkesh Patel / Dwarkesh Podcast:
Reuters:

Earlier Picks

Alex Heath / Sources:
More: TechCrunch, PCMag, Engadget, and CNET on YouTube
X: @alexeheathBluesky: @glynmoody, @lorak, and @mikellForums: Slashdot
Alexandra Alper / Reuters:
Ben Berkowitz / Axios:
Kate Whannel / BBC:
Bloomberg: