Techmeme
October 5, 2025, 4:35 PM

Top News

Mark Gurman / Bloomberg:
Another look at Apple's executive succession, as it increases the spotlight on hardware chief John Ternus; sources: Apple weighed hiring a senior Meta AI exec  —  Apple is intensifying the spotlight on hardware chief John Ternus as executive succession looms.
Luke James / Tom's Hardware:
The AI boom is driving memory and storage shortages that may last a decade; OpenAI's Stargate has deals for 900K DRAM wafers per month, or ~40% of global output  —  Once-cheap SSDs, DRAM, and HDD prices are climbing fast as AI demand and constrained supply converge to create the tightest market in years.
Financial Times:
An interview with DoorDash CEO Tony Xu on the company's £2.9B acquisition of Deliveroo, which closed on Oct. 2, to bolster its plans to expand abroad, and more  —  Tony Xu says bar is high for deals as M&A is ‘mostly littered with failure’  —  DoorDash chief executive Tony Xu first met Will Shu …
Chase DiFeliciantonio / Politico:
Insiders detail negotiations between politicians, tech and AI companies, VCs, and others over California's SB 53, the first-in-the-nation AI safety law  —  The process also highlighted the stakes for the top Democrats involved: Newsom, a likely 2028 presidential contender, and the bill's author …
More: TechCrunch

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More News

Prima Wirayani / Bloomberg:

Earlier Picks

Carl Franzen / VentureBeat:
Nic Carter / Murmurations II:
@openai:
John Burn-Murdoch / Financial Times: