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October 5, 2025, 1:50 PM
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| 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.
More: AppleInsider, Wired, MacRumors, AppleInsider, AppleInsider, AppleInsider, Wccftech, PhoneArena, PhoneArena, Philip Elmer‑DeWitt, iClarified, and iThinkDifferent
X: @markgurman. LinkedIn: Gennaro Cuofano. Bluesky: @jeremywired. Forums: r/apple and MacRumors Forums
| Financial Times: |
Sources: OpenAI and Jony Ive have yet to solve key technical and software issues that could delay the company's palm-sized device, slated for release in 2026 — ChatGPT maker is working with former Apple design boss to launch a palm-sized personal assistant next year
More: TechCrunch, The Decoder, iThinkDifferent, and iPhone in Canada
Bluesky: @andrewhinton and @edzitron.com
| 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.
Bluesky: @smcgrath.phd, @tprstly, @broximar, @zhugeex.com, and @skynetandchill.com
Forums: r/technology and r/hardware
| New York Times: |
How video games are shaping a generation of boys, as a survey says US males aged 15 to 24 now spend ~10 hrs/week on average on games, over 2x the time from 2010 — They've become an important way to spend time with peers. But they've also become more addictive.
Bluesky: @daviddarmofal
| Financial Times: |
A draft proposal outlines the European Commission's “Apply AI strategy”, which is set to be presented on October 7 and aims to “strengthen EU AI sovereignty” — Brussels to unveil plan targeting digital sovereignty as it warns technology can be ‘weaponised’ by geopolitical rivals| Amanda Gerut / Fortune: |
The FBI estimates that North Koreans posing as IT workers, using stolen IDs and AI-fabricated work, funneled up to $1B into the country over the past five years — In corporate security circles, a ghastly new fear has led to some strange advice for recruiters interviewing potential IT staffers … | 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 …
More: Arabian Business
| Ben Blanchard / Reuters: |
Foxconn reports Q3 revenue of ~$67.71B, up 11% YoY, driven by strong demand for AI products; the company's consumer electronics division posted a slight decline — - Foxconn's Q3, September revenue hit records — Foxconn benefiting from surge in AI demand — Foxconn to report broader Q3 results on Nov 12
More: Taipei Times, Bloomberg, TipRanks Financial, and Reuters
| Kinling Lo / Rest of World: |
How Ordos, a coal-rich northern Chinese city, has become a testing ground for self-driving trucks after turning into a ghost town due to 2012's coal price crash — The empty boulevards that once symbolized the mainland's property bust now serve as testing grounds for hundreds of autonomous vehicles.| Wall Street Journal: |
Sources: Sam Altman is on a global tour since September, including UAE and East Asia, seeking funding and urging companies like TSMC to prioritize OpenAI orders — Chief executive is looking to East Asia and the Mideast for funding and manufacturing partners for his multitrillion-dollar plan to build more data centers
More: Tech in Asia, Benzinga, and Reuters
| Steven Levy / Wired: |
An interview with Sam Altman and OpenAI President Greg Brockman on the tepid initial reception to GPT-5's launch, scaling, reinforcement learning, AGI, and more — OpenAI's CEO explains that its large language model has been misunderstood—and that he's changed his attitude to AGI.| 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.| 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
| AJ Dellinger / Gizmodo: |
A study found that by late 2024, around 24% of English-language corporate press releases and 14% of UN press releases used LLM-assisted writing — Hopefully it got the numbers right. — If there is one place that AI seems to have found work, it's in corporate press offices.Sponsor Posts
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Channels with Peter Kafka:
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