Techmeme
October 5, 2025, 11:30 AM

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.
Pak Yiu / Nikkei Asia:
PitchBook: VC investment in Asia slowed to $48.9B in the first nine months of 2025, just over half of 2024's total, amid uncertainty due to US tariff policies  —  NEW YORK — Asian venture capital dealmaking has slowed down so far this year, as the region faces liquidity shortages …
More: Nairametrics
Prima Wirayani / Bloomberg:
Indonesia restores TikTok's local operating license after the company provided government-requested user activity data for August 25-30, when protests happened  —  Indonesia revoked a suspension on TikTok's local operating license after the social media platform shared data requested by the government.
Carl Franzen / VentureBeat:
Huawei's Zurich Lab unveils SINQ, an open-source quantization method that it claims can reduce LLM memory use by 60-70% without significant quality loss  —  - Dual-Axis Scaling: Instead of using a single scale factor for quantizing a matrix, SINQ uses separate scaling vectors for rows and columns.
Nic Carter / Murmurations II:
A look at challenges facing Tether and Circle's stablecoin duopoly, such as intermediaries like exchanges and DeFi protocols exploring their own stablecoins  —  Circle equity is worth $30.5b.  Tether's topco is reportedly raising capital at $500b.  Together, the two stablecoins boast $245b in supply …

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Featured Podcasts

Training Data:
Google's AI Infrastructure Chief, Amin Vahdat, on the Physics & Economics of Frontier AI
Sequoia Capital partners host conversations with leading AI builders and researchers to develop a deeper understanding of the evolving technologies and their implications.
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Big Technology Podcast:
Who Wins The AI Assistant Wars? + Why Didn't Google Build Muse?
The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators.
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Sources:
Reflection's founders on building a DeepSeek of the West
Candid conversations with the leaders shaping what's next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a decade.
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Grit:
How Vercel Is Rethinking Go-to-Market With AI | COO Jeanne Grosser
Grit explores what it takes to create, build and scale world-class organizations.
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Lenny's Podcast:
OpenAI's Head of ChatGPT: We're entering a new era of AI (again) | Tibo Sottiaux
Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your own product.
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@openai:

Earlier Picks

John Burn-Murdoch / Financial Times: