Techmeme
October 1, 2025, 2:05 PM

Top News

Matt Day / Bloomberg:
Satya Nadella hands marketing and operations oversight to Judson Althoff, naming him CEO of Microsoft's commercial business, to focus more on technical work  —  Microsoft Corp. is giving its longtime sales chief oversight of marketing and operations in a reorganization designed to free …
Financial Times:
Sources: the UK Home Office issued an order to Apple in early September to create a backdoor into its cloud storage service, this time targeting only UK users  —  Order issued in September comes after Trump administration said London had backed down in fight over encryption
Abner Li / 9to5Google:
Google unveils Gemini for Home, replacing Google Assistant on smart speakers, with new voices and improved conversational skills, and a redesigned Home app  —  Gemini for Home does more than just replace Google Assistant on smart speakers and displays.  Featuring a rebuilt Home architecture …
Chris Welch / Bloomberg:
Jordan Novet / CNBC:
Microsoft launches a $19.99/month Microsoft 365 Premium subscription, which bundles Copilot Pro with Microsoft 365 Family for six users and 6TB of cloud storage  —  Microsoft said Wednesday that it will stop promoting a consumer subscription for artificial intelligence services and introduced …
Meghan Bobrowsky / Wall Street Journal:
Meta says it will use users' AI chatbot conversations to help personalize ads and content, starting on December 16, but not in the UK, South Korea, or the EU  —  While users won't be able to opt out from the new policy, the content of some conversations will be automatically excluded
Robert Burnson / Bloomberg:
Apple files a motion to dismiss xAI's lawsuit, which alleges that Apple's ChatGPT integration stifles competition, saying it plans to integrate other chatbots  —  Apple Inc. says it did nothing wrong in choosing to partner with OpenAI — rather than Elon Musk's xAI — when it added generative …
Yoolim Lee / Bloomberg:
OpenAI signs with Samsung and SK Hynix to supply chips and other gear to Stargate; Samsung and SK Hynix say demand from OpenAI could reach 900K wafers per month  —  Samsung Electronics Co. and SK Hynix Co. have forged initial agreements to supply chips and other gear to OpenAI's Stargate project …
Tom Warren / The Verge:
Microsoft raises its Xbox Game Pass Ultimate subscription price from $19.99/month to $29.99/month, rebrands Xbox Game Pass Core and Standard plans, and more  —  Microsoft is also adding PC games and cloud access to its new Xbox Game Pass Essential and Premium plans.
Jennifer Maas / Variety:
Amazon revamps Luna “from the ground up” with a new UI and AAA games like Hogwarts Legacy and new GameNight original party games, available to Prime subscribers  —  Amazon is revamping its cloud-gaming service Luna to offer a wide variety of top-tier games, including “Hogwarts Legacy” …
Jess Weatherbed / The Verge:
Epic says that Apple's iOS 18.6 “updated” UX for alt app marketplaces increased installations on par to Windows and macOS, cutting drop-offs from 65% to ~25%  —  But Google still makes them intentionally difficult to install. … Stats shared by the gaming software giant …
Bloomberg:
Sources: European prosecutors are investigating Northern Data for allegedly claiming a tax break on approximately €500M worth of GPUs it used for crypto mining  —  A criminal investigation that led to raids of Northern Data AG's offices last week is focused on whether the company illegally claimed …
Rashi Shrivastava / Forbes:
Axiom Math, which aims to build an “AI mathematician” and has recruited researchers from Meta, raised a $64M seed led by B Capital at a $300M valuation  —  Axiom Math, which has recruited top talent from Meta, has raised $64 million in seed funding to build an AI math whiz.
More: Implicator.ai, B Capital, and Axiom
LinkedIn: Carina Hong, B Capital, and AxiomBluesky: @rashis
Z.ai:
Z.ai releases GLM-4.6, an open-weights model with a context window of up to 200K tokens, claiming near parity with Claude Sonnet 4 on coding and reasoning tasks  —  Today, we are releasing the latest version of our flagship model: GLM-4.6.  Compared with GLM-4.5, this generation brings several key improvements:
Lex Fridman:
Q&A with Pavel Durov on Telegram, his arrest, censorship, not using a phone, Romanian elections, VK, encryption, Edward Snowden, spring 2018 poisoning, and more  —  - Watch the full YouTube version of the podcast  —  Table of Contents  —  Here are the loose “chapters” in the conversation.
Victoria Song / The Verge:
Thomas Buckley / Bloomberg:
SAG-AFTRA criticizes AI-generated actress Tilly Norwood, the subject of a viral UK TV parody, and says that it opposes replacing performers with “synthetics”  —  SAG-Aftra, the union of film and TV industry actors, criticized the AI-generated character Tilly Norwood …
Victoria Song / The Verge:
Oura unveils colorful ceramic Oura Ring 4 versions for $499+ in four finishes with enhanced durability and a thicker 3.51mm design, and a $99 charging case  —  The company is also introducing health panels for blood work, a recycling program, and multi-ring device support.
Reuters:
Taiwan's vice premier, who is leading US negotiations, says Taiwan would not agree to a 50-50 split in chip production, adding no such condition was discussed  —  Taiwan will not agree to a deal with the United States for half of all semiconductor production to take place in the country …

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Featured Podcasts

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