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September 29, 2025, 10:50 AM
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Mediagazer
memeorandum
WeSmirchTop News
| Electronic Arts: |
EA agrees to be acquired by Saudi Arabia's PIF, Silver Lake, and Affinity for $210 per share, taking it private at a ~$55B valuation, set to close in Q1 FY 2027 — Accelerates EA's Strategic Vision to Advance the Future of Entertainment — Stockholders to Receive $210 Per Share …
More: Reuters, The Verge, Variety, VideoCardz.com, Axios, Thurrott, Android Police, Tom's Hardware, Engadget, Game Developer, Game World Observer, The Information, Los Angeles Times, Investor's Business Daily, CNBC, Financial Times, Bloomberg, International Business Times, Bloomberg, The Athletic, UPI, CBS News, Sports Business Journal, Dexerto, Times of India, The Wrap, Kotaku, TheGamer, Nintendo Life, IGN, Türkiye Today, Cord Cutters News, The Game Post, 80 Level, Pure Xbox, XboxEra, The Hollywood Reporter, PocketGamer.biz, Push Square, PC Gamer, Video Games Chronicle, Mobilegamer.biz, Rock, Paper, Shotgun, The Boston Globe, GamesIndustry.biz, PC Games Insider, and BelfastTelegraph.co.uk
X: @sinnac4, @highyieldharry, and @_zeets
Bluesky: @mattbrown, @henrystockdale.com, @lexluddy.xyz, and @crecente
| Bloomberg: |
EA's $55B sale is the largest leveraged buyout on record and represents a 25% premium on its October 26 close, as the $178B video game industry's growth slows — Electronic Arts Inc. agreed to sell to a group of private investors in a deal that values the company at $55 billion, the largest leveraged buyout on record.
More: Wall Street Journal, Axios, New York Times, Tech Funding News, Fox Business, GameSpot, WTOP News, Kotaku, PocketGamer.biz, Semafor, Mobilegamer.biz, 80 Level, CBS News, and Barron's Online. Forums: r/gaming
| Reece Rogers / Wired: |
OpenAI launches new ChatGPT parental safety controls for users aged 13 to 18, including parental and law enforcement alerts for chats about self-harm or suicide — OpenAI's review process for teenage ChatGPT users who are flagged for suicidal ideation includes human moderators.| Saritha Rai / Bloomberg: |
DeepSeek releases DeepSeek-V3.2-Exp, saying it built the model using a new technique called DeepSeek Sparse Attention, and halves the pricing of its tools — DeepSeek updated an experimental AI model Monday in what it called a step toward next-generation artificial intelligence.
More: Hugging Face, Livemint, South China Morning Post, Reuters, and WinBuzzer
| Wired: |
Marissa Mayer is dissolving AI startup Sunshine, founded in 2018, and sells its assets to her new company Dazzle, which sources say is making an AI assistant — After seven rocky years, the company's assets will be sold to Dazzle, a new AI firm that Mayer founded.| Bloomberg: |
US Commerce Secretary Howard Lutnick says the US aims to get “maybe 50% market share” of chip and wafer production to offset Beijing's threats to invade Taiwan — Washington is demanding Taiwan move investment and chip production to the US so half of American demand is manufactured locally …
More: NewsNation on YouTube, Yahoo Finance, Focus Taiwan, Quartz, Wall Street Journal, and Tom's Hardware
X: @williamyang120 and @buccocapital
Bluesky: @thefarce.org, @harryfinch, and @carlquintanilla
Forums: r/taiwan, r/geopolitics, r/neoliberal, r/taiwan, r/China, and r/neoliberal
| Dominic Chopping / Wall Street Journal: |
The UK government underwrites a £1.5B loan to Jaguar Land Rover as the carmaker reels from a cyberattack that has crippled its production for around a month — The loan is to support the company's cash reserves and help it pay suppliers — The U.K. government has stepped …
More: BBC, TechCrunch, The Guardian, BBC, Autocar, Carscoops, Financial Times, SupplyChainBrain, Bloomberg, MarketWatch, BBC, SecurityWeek, Risky Business, and Forbes Middle East
X: @rachelreevesmp, @jonburkeuk, @gergelyorosz, @gergelyorosz, and @implausibleblog. Bluesky: @lisaforte. Forums: r/worldnews
| Tom Warren / The Verge: |
Microsoft launches Agent Mode in Excel and Word, using GPT-5 to generate complex spreadsheets and documents, saying it is “bringing vibe working” to 365 Copilot — A new Agent Mode comes to Office apps today, alongside an Office Agent in Copilot chat.
More: Microsoft 365 Blog, Computerworld, Axios, WinBuzzer, and Coinmonks
X: @satyanadella, @satyanadella, and @satyanadella. Bluesky: @tomwarren.co.uk. Mastodon: @alessandro@mstdn.ca. Forums: r/artificial
| Asa Fitch / Wall Street Journal: |
How debt is fueling the next wave of the AI infrastructure boom; an analyst estimates Oracle needs to borrow $25B/year over four years to fund its OpenAI plans — For aspiring AI players like Oracle, much rides on debt and hope — In the initial years of the AI boom, comparisons to the dot-com bubble didn't make much sense.
More: Motley Fool
| Simon Willison / Simon Willison's Weblog: |
DeepMind says video models like Veo 3 could become general purpose foundation models for vision, like LLMs for text, using zero-shot “chain-of-frames” reasoning — Video models are zero-shot learners and reasoners. Fascinating new paper from Google DeepMind which makes …
More: Google DeepMind and The Decoder
X: @priyankjaini and @thwiedemer
Forums: Hacker News, r/singularity, and r/singularity
| Kim Zetter / Wired: |
Researchers: Tile tags broadcast unencrypted MAC addresses and unique IDs; researchers informed Life360 in November 2024 but it stopped replying in February — A team of researchers found that, by not encrypting the data broadcast by Tile tags, users could be vulnerable to having their location information exposed to malicious actors.
More: 9to5Mac and Moneycontrol
| Financial Times: |
Google DeepMind, Meta, Nvidia, and others are racing to release world models, aiming to navigate the physical world by learning from videos and robotic data — Google DeepMind, Meta and Nvidia are developing systems that aim to better understand the physical world
More: Implicator.ai and VC Cafe
Bluesky: @tprstly, @prietschka, @davidgerard.co.uk, and @parismarx.com
| Mark Bergen / Bloomberg: |
London-based Evantic Capital, founded by ex-Sequoia VC Matt Miller, raised a $400M fund, with ~12.5% coming from 135 “legends”, including CEOs, a novel strategy — Matt Miller left Sequoia Capital last December and, like many longtime venture capitalists, chose to start his own fund.
More: LinkedIn, Tech.eu, Sifted, and Silicon Canals
| Tim Nudd / Ad Age: |
OpenAI launches its first extended ad campaign for ChatGPT featuring three 30-second cinematic ads with a focus on everyday AI use cases in the US and the UK — After running a Super Bowl commercial last February, OpenAI is now launching its first extended brand campaign for ChatGPT …
More: 9to5Mac, Implicator.ai, The Drum, Fast Company, BMI, campaignlive.co.uk, and Adweek
X: @openai, @openai, @openai, @shaunralston, and @alexeheath
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