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October 6, 2025, 4:05 PM
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memeorandum
WeSmirchTop News
| MacKenzie Sigalos / CNBC: |
OpenAI and AMD announce a deal in which OpenAI could take up to a 10% stake in AMD and deploy up to 6GW of Instinct GPUs over multiple years; AMD jumps 25%+ — - OpenAI and AMD have reached a deal that could see Sam Altman's company take a 10% stake in the chipmaker
More: OpenAI, Advanced Micro Devices, Inc., Reuters, Wall Street Journal, Wired, Financial Times, Wall Street Journal, Decrypt, Breitbart, Business Insider, Forbes, PC Guide, Financial Times, Fortune, More Than Moore, PCWorld, Los Angeles Times, Bloomberg, Dow Jones Newswires, HPCwire, GamesBeat, Motley Fool, New York Post, Paul Kedrosky, Guru3D, Blockchain.News, Constellation Research, PCMag, Kotaku, Forbes Middle East, VideoCardz.com, Tom's Hardware, New York Times, New York Times, Business Standard, The Diff, BeInCrypto, DatacenterDynamics, Livemint, Android Headlines, ServeTheHome, Neowin, CTech, SupplyChainBrain, Engadget, Nextgov/FCW, and Daring Fireball
X: @sama, @northmantrader, @andrewcurran_, @borismpower, @teknium1, @patrickmoorhead, @jimcramer, @sachinvats, @rihardjarc, @pitdesi, @danielnewmanuv, @ophirgottlieb, @_fabknowledge_, @highyieldharry, @vin_sachi, @litcapital, @benbajarin, @economyapp, @lisasu, @benbajarin, @amd, @patrickmoorhead, @benbajarin, @capitalobserver, @_fabknowledge_, @ns123abc, @mattzeitlin, @amd, @emostaque, @zephyr_z9, @gdb, @natolambert, and @bobloukas
LinkedIn: Sarvesh Verma, Brian Amick, Vamsi Boppana, and Emil Protalinski
Bluesky: @carnage4life, @ernie.tedium.co, @sungkim, @newsguy, @jangray, and @carnage4life. Mastodon: @carnage4life@mas.to
| Rebecca Bellan / TechCrunch: |
More: Benzinga, Thurrott, The Times, The Economic Times, The Next Platform, The Verge, Fast Company, Digit, City A.M., The Hill, The Decoder, Implicator.ai, Business Insider, Motley Fool, The Information, Techstrong.ai, Mashable, Gizmodo, Finance Magnates, Taipei Times, Wall Street Pit, Analytics India Magazine, WinBuzzer, Windows Central, Investor's Business Daily, and GSMArena.com
| Jay Peters / The Verge: |
OpenAI unveils a new feature in preview to let developers build apps that work directly inside ChatGPT, starting with Spotify, Figma, Expedia, and more — Right within a ChatGPT conversation, you'll be able to chat with apps like Spotify, Canva, and Zillow.
More: OpenAI, Thurrott, Ars Technica, The Verge, TechCrunch, TheStreet, Wired, Forbes, Constellation Research, The Decoder, iPhone in Canada, CNBC, Billboard, Axios, Business Wire, Spotify, Benzinga, and The Economic Times
X: @nickaturley, @joedevon, @wolfofbaystreet, @spotifynews, @gregkamradt, @fidjissimo, @koltregaskes, @inafried, and @danshipper. Bluesky: @lilyray.nyc. Forums: r/singularity
| Rebecca Bellan / TechCrunch: |
OpenAI launches AgentKit, a toolkit for building and deploying AI agents, including Agent Builder, which Sam Altman described as like Canva for building agents — OpenAI CEO Sam Altman on Monday announced the launch of AgentKit, a toolkit for building and deploying AI agents, at the firm's Dev Day event.
More: OpenAI and OpenAI
X: @levie, @levie, @box, @0xpaulius, @alliekmiller, @davidondrej1, @brianmskinner, @omarsar0, @benhylak, @box, and @gdb. Bluesky: @techcrunch.com. Threads: @techtiff.ai
| Rebecca Bellan / TechCrunch: |
Sam Altman says ChatGPT has reached 800M weekly active users, 4M developers “have built with OpenAI”, and OpenAI processes over 6B tokens per minute on its API — OpenAI CEO Sam Altman said Monday that ChatGPT has reached 800 million weekly active users, marking an increase … | OpenAI: |
OpenAI makes Codex generally available, and announces new features: Slack integration, a new Codex SDK, and new admin tools — Loading... We're announcing the general availability of Codex and three new features that make it even more useful for engineering teams:
More: Implicator.ai. X: @scaling01, @haasonsaas, @petergostev, @embirico, @danshipper, @kimmonismus, @fouadmatin, @localghost, @fidjissimo, @bookwormengr, @gabor, @auchenberg, @auchenberg, and @gdb
| CNBC: |
A live blog of the OpenAI DevDay 2025 keynote, where Sam Altman announced new developer tools — CNBC's reporters are covering the OpenAI DevDay event live from San Francisco, with support from staff in Englewood Cliffs, New Jersey. — 3 MIN AGO — Altman announces GTP-5 Pro, smaller voice model in the API
More: OpenAI on YouTube, The Economic Times, ZDNET, Simon Willison's Weblog, The Verge, ZDNET, The Verge, and Mashable
X: @itsurboyevan, @stevenheidel, @nikunj, @eric_seufert, @blakeir, @danshipper, @yuchenj_uw, @nickadobos, @ai_for_success, @janvmusscher, @deryatr_, @slow_developer, @meghanbobrowsky, @swyx, @benthompson, @ryandavogel, @every, @teksedge, @marvinvonhagen, @cairns, @maxwinebach, @tejaskumar_, @stevenrouk, @kregenrek, @yuchenj_uw, @maxwinebach, @bleso_a, @swyx, @gdb, @scaling01, @maxwinebach, @scaling01, @firstsquawk, @scaling01, @maxwinebach, @haydenfield, @haydenfield, @emollick, and @meghanbobrowsky
| Rebecca Bellan / TechCrunch: |
OpenAI announces API updates, including GPT-5 Pro, Sora 2 in preview, and gpt-realtime-mini, a voice model that is 70% cheaper than gpt-realtime — OpenAI unveiled new API updates at its Dev Day on Monday, introducing GPT-5 Pro, its latest language model, its new video generation model Sora 2, and a smaller, cheaper voice model.| Alexander Saeedy / Wall Street Journal: |
Source: xAI is set to spend $18B+ to acquire ~300K more Nvidia chips for its Colossus 2 project in Memphis; in July, Elon Musk said it would total 550K chips — xAI aims to win tech arms race with ‘Colossus’ data centers, thrown up at lightning speed; city divided over massive power and water demands
More: New York Magazine, Heatmap News, WinBuzzer, TESLARATI, and Sherwood News
X: @sawyermerritt. Bluesky: @justinhendrix, @ryanlcooper.com, and @robinsonmeyer. Forums: r/RealTesla
| Duncan Riley / SiliconANGLE: |
Google DeepMind unveils CodeMender, an AI agent that detects, patches, and rewrites vulnerable code to prevent exploits by leveraging Gemini Deep Think models — Alphabet Inc.'s Google DeepMind lab today shared results for CodeMender, an artificial intelligence-powered agent that automatically detects …
More: The Keyword, Google DeepMind, Implicator.ai, Neowin, and AI News
| Robert Hart / The Verge: |
OpenAI executive Bill Peebles says Sora users can now stop AI-generated versions of themselves from appearing in certain contexts like videos involving politics — It won't help stop the avalanche of AI slop OpenAI has unleashed. … Sora now lets you rein in your AI doubles …
More: Stratechery, CNET, SheKnows, Mashable, Sherwood News, NDTV Profit, and 9to5Mac
X: @billpeeb, @billpeeb, @turtlesoupy, @properprompter, and @signulll
Bluesky: @questauthority, @davelee.me, @tprstly, @carnage4life, and @carnage4life
| Bloomberg: |
The Paris prosecutor's office refers a probe into Apple's Siri recordings to the Office for Combating Cybercrime, after a human rights organization's complaint — Apple Inc. faces an investigation in France over the use of voice recordings made with its assistant Siri.
More: AppleInsider, Reuters, Politico, The Mac Observer, 9to5Mac, MacDailyNews, and MacTech.com
| CoinDesk: |
Bee Maps, a decentralized mapping project powered by Hivemapper on the Solana blockchain, raised $32M to expand its network by distributing AI-enabled dashcams — What to know: … Bee Maps, the decentralized mapping project powered by Hivemapper, has raised $32 million in fresh funding …
More: Blockworks, crypto.news, Ventureburn, and VC News Daily
| Alex Weprin / The Hollywood Reporter: |
Instagram launches Rings, an awards program recognizing 25 top creators; the judging panel includes Spike Lee, designer Marc Jacobs, and Adam Mosseri — Spike Lee, Marc Jacobs and Instagram head Adam Mosseri will be among the judges of the Rings program, which will honor the platform's top creators … | Ellesheva Kissin / Financial Times: |
Deloitte says it will partially refund payment for an AU$439K Australian government report with multiple errors, after admitting it was partly produced by AI — Big Four firm will repay final instalment after incorrect references and citations found in document
More: The Register, Reuters, Information Age, Ars Technica, Australian Financial Review, Business Insider, The Guardian, Sydney Morning Herald, and Australian Financial Review
LinkedIn: Paul Smith. Bluesky: @jessefelder. Mastodon: @AAKL@infosec.exchange. Forums: r/Accounting, r/consulting, and Slashdot
| Financial Times: |
Sources: private capital firms like Oaktree, EQT, and DWS are seeking to cash in on the US-driven AI boom by selling off European data centers worth about €17B — Oaktree Capital, Partners Group and EQT among those seeking to cash in on AI boom — Private capital firms are seeking … | Cory Doctorow / The Guardian: |
A book excerpt details the “enshittification” of Amazon, and how its “flywheel” technique now enriches the company at the expense of merchants — Sick of scrolling through junk results, AI-generated ads and links to lookalike products?
More: New York Times, Ace of Spades HQ, and Financial Times
X: @yoginho, @unisondave, @bernstein, @naomi_fowler, @cultrhack, @keirmilburn, @economicsinten, @frasermatthew, and @roycewilsonau
Bluesky: @davidhendy, @lotta-kaa, @bikebikeyyc, @coupdegraz7, @hetanshah, @michaelsderby, @wseltzer, @margaretmorgan, @amerliberal, @aurelmondon, @zeldman, @kevingallatin, @marklemley, @cyberlyra, @katiesaurusseven, and @htfb. Mastodon: @mitch@hachyderm.io
Forums: Hacker News, r/technology, r/TrueReddit, r/BetterOffline, Beehaw, and Slashdot
| Ashley Capoot / CNBC: |
Deloitte announces a deal to roll out Anthropic's Claude to more than 470,000 of its employees globally, marking Anthropic's largest enterprise deployment ever — Deloitte on Monday announced a deal to bring Anthropic's artificial intelligence assistant Claude to more than 470,000 of its employees around the globe.| Isabella Simonetti / Wall Street Journal: |
A profile of EA CEO Andrew Wilson, who is expected to stay in the role, as Silver Lake's Egon Durban credits him for building EA's “crown jewel” sports business — He's a charming Aussie surfer who plays videogames and has a black belt in jiu-jitsu.
More: Motley Fool, PC Games Insider, and TheGamer
| Jason Schreier / Bloomberg: |
More: PitchBook, PC Gamer, Motley Fool, and Sherwood News
X: @bangbangclick, @grummz, @ppphyl, and @alegendarydrops
Bluesky: @jasonschreier, @iosam, @mikefulk, and @frydawolff
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