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Techmeme
September 27, 2025, 4:00 PM
Mediagazer memeorandum WeSmirch
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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:
An interview with California state Senator Scott Wiener on his new AI safety bill SB 53, the bill's scope, his focus on AI safety bills, AI PACs, and more
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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About This Page

This is a Techmeme archive page. It shows how the site appeared at 4:00 PM ET, September 27, 2025.

The most current version of the site as always is available at our home page. To view an earlier snapshot click here and then modify the date indicated.

From Mediagazer

Todd Spangler / Variety:
A MoffettNathanson chart showed Netflix delivered 48 cents of revenue per hour viewed in 2025, below competitors, giving it room for its price hike this week

Kathryn Wilkens / Mediaite:
At CPAC, FCC Chair Brendan Carr boasted “Trump is winning”, citing PBS and NPR defunding and the departures of Joy Reid, Chuck Todd, Stephen Colbert, and others

Charlotte Klein / New York Magazine:
A look at Vogue's wedding coverage and efforts brides make to be featured; Chloe Malle says it generates “some of the most time spent on articles”

More News

Reuters:
Swiss microfluidic chip-cooling tech startup Corintis raised a $24M Series A, a source says at a $400M valuation, and announces adding Lip-Bu Tan to its board
Dwarkesh Patel / Dwarkesh Podcast:
Q&A with reinforcement learning pioneer Richard Sutton on why LLMs are not the path to achieving human intelligence, world models, continual learning, and more
Reuters:
Sources: ByteDance will maintain ownership of TikTok US' revenue-generating business operations such as e-commerce and advertising

Earlier Picks

Alex Heath / Sources:
Andrew Bosworth says Meta is working on humanoid robots, internally called “Metabot”, as its next “AR size bet”, envisions licensing software to robot makers
More: TechCrunch, PCMag, Engadget, and CNET on YouTube
X: @alexeheath.  Bluesky: @glynmoody, @lorak, and @mikell.  Forums: Slashdot
Alexandra Alper / Reuters:
Sources: the US Commerce Department is considering imposing tariffs on foreign electronic devices based on the number of chips they contain
Ben Berkowitz / Axios:
Trump says Microsoft should fire its global affairs head Lisa Monaco over her work in the Biden administration, calling her a “menace to US National Security”
Kate Whannel / BBC:
The UK unveils plans for a digital ID, which will be required to work in the country, to combat illegal immigration; the ID will be stored on people's phones
Bloomberg:
Meta plans to launch paid, ad-free versions of Instagram and Facebook in the UK, each costing £2.99 per month on the web, and £3.99 on iOS and Android
Mediagazer memeorandum WeSmirch
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