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September 29, 2025, 4:15 AM
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memeorandum
WeSmirchTop News
| Mark Gurman / Bloomberg: |
Apple's internal chatbot deserves a public release; sources say 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.
More: MacRumors, The Hans India, 9to5Mac, 9to5Mac, PhoneArena, Cult of Mac, NDTV Profit, Digit, PhoneArena, Digital Trends, PhoneArena, The Mac Observer, PhoneArena, The Verge, Benzinga, The Mac Observer, Forbes, iThinkDifferent, Engadget, iClarified, AppleInsider, Redmond Pie, and Moneycontrol
Forums: r/apple and MacRumors Forums
| 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 — LLMs took the ability to predict the next token and turned it into general purpose foundation models for all manner …
More: Google DeepMind. LinkedIn: Saurin Patel and Topi Manu. Bluesky: @simonwillison.net
Forums: Hacker News, r/singularity, and r/singularity
| Allie Garfinkle / Fortune: |
VCs say some AI startups, under pressure to show rapid ARR growth, are using questionable accounting practices like counting one-time deals as recurring revenue — The numbers are eye-popping. — Beginning in 2024, a stream of ‘holy shit’ growth metrics from VC-backed startups began to pop up on X [formerly Twitter].| Jason Nelson / Decrypt: |
Caltech says it built the world's largest neutral-atom quantum computer, with 6,100 qubits, 13 second coherence, 10x longer than previously, and 99.98% accuracy — Caltech physicists have created the largest neutral-atom quantum computer to date, trapping 6,100 cesium atoms as qubits in a single array.
More: Nature, California Institute …, and New Scientist
| 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.
More: Business Standard, Fortune, Cautious Optimism, Bloomberg, Motley Fool, TipRanks Financial, and Tom's Hardware
X: @bgurley, @benbajarin, @asdf_101, @waynema, @theinformation, and @theinformation. LinkedIn: Vince Kellen, Ph.D.
Bluesky: @carnage4life, @kentindell, @peoriabummer, and @jessefelder
Mastodon: @j12t@j12t.social and @malwaretech@infosec.exchange
| Financial Times: |
An investigation reveals how the Russian military spy ship Yantar is being used to map and potentially intercept undersea telecommunication cables across Europe — Covert operations in waters surrounding the British Isles pose a grave threat to critical infrastructure and a fresh challenge to Nato| Jason Schreier / Bloomberg: |
EA's ~$50B buyout talks highlight the slowdown and consolidation trends in the $178B global gaming market after the COVID-19 boom, as gamers stick to old titles — The gaming market has matured and analysts see slower growth moving forward — A proposed leveraged buyout …
More: GamesIndustry.biz, 80 Level, Stevivor, Fox Business, TechCrunch, Tech in Asia, The Movie Blog, and TechSpot. Forums: r/gamernews
| Devi Shastri / Associated Press: |
Several US states have passed bills to ban or restrict AI mental health treatment, as experts say state laws lag behind the fast-moving AI therapy landscape — In the absence of stronger federal regulation, some states have begun regulating apps that offer AI “therapy” … | Julie Bort / TechCrunch: |
London-based Paid, which helps AI agent providers monetize and track costs, raised a $21.6M seed led by Lightspeed, a source says at a $100M+ valuation — Manny Medina, previously best-known as the founder of sales automation startup Outreach ($4.4 billion valuation), has wowed investors with his young startup, Paid.| Pedro Nakamura / Rest of World: |
Since 2019, Brazil's courts have developed or implemented over 140 AI projects that have helped make the country's overburdened judicial system more efficient — Brazil's overburdened courts and lawyers are adopting artificial intelligence. But experts wonder whether it serves justice.| New York Times: |
A look at China's Ministry of State Security, which has been reshaped by Xi Jinping to be the primary driver of cyber espionage campaigns like Salt Typhoon — Fears of U.S. surveillance drove Xi Jinping, China's leader, to elevate the agency and put it at the center of his cyber ambitions.| Ashley Carman / Bloomberg: |
An interview with Inception Point AI CEO Jeanine Wright on her vow to continue mass-publishing thousands of episodes of AI podcasts per week despite backlash — Jeanine Wright, the co-founder of Inception Point AI, says that within 12 to 24 months, it's human-created content that will be the anomaly| Gary Greenberg / New Yorker: |
A therapist details treating ChatGPT as a “patient”, describing its programmed self-critique as “a brilliant means of seducing a techno-skeptical therapist” — When I played doctor with the chatbot, the simulated patient confessed problems that are real—and that should worry all of us.
X: @newyorker and @newyorker
| Jeff Kauflin / Forbes: |
A profile of digital micro-lender Tala, which has $340M in annualized revenue 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.
X: @william_r2rclub and @lanneabrooks
Bluesky: @forbes.com, @unklebiff, @timothycarroll.com, @brian49047, and @raretophat
Sponsor Posts
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| Jonathan Vanian / CNBC: |
More: CNBC. X: @jonathanvanian and @sal19
LinkedIn: Slavko Kovačević, CNBC, Michael Glenmullen, and Ari Levy. Bluesky: @mantzarlis.com. Forums: r/technology
| Rodney Brooks: |
More: AI, Robotics & … and TechCrunch
Bluesky: @thefarce.org, @carnage4life, @folletto, @techcrunch.com, and @glynmoody
Forums: r/robotics, r/technology, and Lobsters