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October 12, 2025, 10:20 AM
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memeorandum
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| Wall Street Journal: |
Thinking Machines Lab co-founder Andrew Tulloch has left to join Meta; he reportedly declined Zuckerberg's offer of a $1.5B+ package in August — Andrew Tulloch is the latest big-name AI researcher to join the social-media giant — A co-founder of Mira Murati's Thinking Machines Lab …
More: TechCrunch, Tech in Asia, The Information, The Decoder, and The Economic Times
X: @shuweiyang1, @seanecom, @chatgpt21, @brycent_, @becomingcritter, @yuchenj_uw, @kimmonismus, @xeophon_, @yuchenj_uw, @shakoistslog, @felixohartmann, @tbpn, @theshamdoo, @sawyerhood, @vaibhavbetter, @dejavucoder, @iamhenrymascot, @dalibali2, @ai_for_success, @metacriticcap, @devahaz, @gauravisnotme, @danprimack, @sinahartung, @gabrielpeterss4, @snoopy_dot_jpg, @ns123abc, @emostaque, @andrewcurran_, @dorialexander, @zephyr_z9, @_arohan_, and @keachhagey
| Jeff Stone / Bloomberg: |
1Password founders sold a $75M stake as part of a $100M secondary sale, valuing the company at $6.8B, the same valuation as its $620M Series C in January 2022 — 1Password founders have agreed to sell a $75 million stake to a fund established earlier this year by Utah Jazz owner Ryan Smith and Accel partner Ryan Sweeney.| Zilan Qian / ChinaTalk: |
How culture and regulations are shaping AI companion platforms worldwide, with US platforms primarily targeting men and Chinese platforms mainly targeting women — and what it all means — Zilan Qian is a fellow at the Oxford China Policy Lab and an MSc student at the Oxford Internet Institute.
More: Dispatch. X: @menhguin, @investingidiocy, @jchengwsj, @menhguin, and @menhguin
LinkedIn: Mike Grimshaw, An Tong Tang, Raymond Sun, and Zilan Qian
Bluesky: @wavesblog and @proflhunter
| Jason Gale / Bloomberg: |
Qantas says 5.7M customer records stolen in a July breach of a third-party platform have been released online, and it is assessing the extent of the exposure — Qantas Airways Ltd. said customer data stolen during a cyber incident in July has been released online, and that it's working … | Brian Krebs / Krebs on Security: |
New evidence shows the Aisuru botnet, which outpaces all other IoT-based botnets, is drawing most of its firepower from hacked IoT devices hosted on US ISPs — The world's largest and most disruptive botnet is now drawing a majority of its firepower from compromised Internet-of-Things (IoT) … | Cristina Criddle / Financial Times: |
Sources: xAI is building world models for use in gaming and robotics, and has hired two AI researchers, Zeeshan Patel and Ethan He, from Nvidia to work on them — Artificial intelligence group hired staff from Nvidia to work on advanced AI that can design and navigate physical spaces
More: The Week and The Economic Times
| Abner Li / 9to5Google: |
Google adds Gemini 2.5 Flash Image, aka Nano Banana, to Search's AI Mode and Google Lens, on Android in the US for those with an account opted into Search Lab — Nano Banana has been a hit in the Gemini app, and Google is now bringing the model's (Gemini 2.5 Flash Image) … | Heather Landi / Fierce Healthcare: |
Foundation Health, which develops an AI assistant to automate patient communication and prior authorization workflows for pharmacies, raised a $20M Series A — Specialty pharmacy online pharmacies Artificial Intelligence voice assistants — Umar Afridi, a pharmacist by training who spent … | Bloomberg: |
Sources: Securitize, a blockchain company that tokenizes investments, is in talks to go public via a SPAC started by Cantor Fitzgerald at a $1B+ valuation — Securitize, a blockchain firm that tokenizes investments, is in talks to go public via a blank-check company started by Cantor Fitzgerald LP … | Forbes: |
A profile of Polymarket CEO Shayne Coplan, whose estimated 11% stake is now worth $1B+ following ICE's $2B investment, as its rivalry with Kalshi intensifies — A $2 billion investment from NYSE parent ICE vaults Polymarket's 27 year-old founder Shayne Coplan into the three-comma club … | Eric Slivka / MacRumors: |
Apple discontinues Clips, a video editing app it launched in 2017, removing it from the App Store for new users, and says Clips will no longer be updated — Apple has essentially discontinued Clips, its video-editing app designed to allow users to combine video clips, images …
More: Apple Support, TechCrunch, Moneycontrol, TechCity, Livemint, Appleosophy, Digital Trends, Neowin, Engadget, Curb Cuts, 9to5Mac, iThinkDifferent, AppleInsider, The Verge, and The Apple Post
Bluesky: @petersterne.com, @eshumarneedi.com, @snell.zone, @dysamoria.com, and @sifill. Mastodon: @aulia@mementomori.social
Forums: r/apple and MacRumors Forums
| Richard Nieva / Forbes: |
AMD's SVP of AI Vamsi Boppana says the company's AI software, designed with input from OpenAI, helped secure the multi-billion dollar deal with OpenAI — Chips aren't the only star of the massive agreement. AMD's software efforts have slowly turned it into a more formidable competitor to Nvidia.
More: Insider Monkey, Watcher Guru, Motley Fool, Livemint, and Wall Street Journal
X: @richardjnieva, @sasamarinkovic, @amd, and @therab
Bluesky: @thealexknapp and @richardnieva
| Stephen Witt / New York Times: |
Interviews with security researchers about AI's potential for large-scale destruction, as experts remain divided and global regulatory frameworks lag — How much do we have to fear from A.I., really? It's a question I've been asking experts since the debut of ChatGPT in late 2022.
X: @unplugaiuk, @janzilinsky, @dw2, @robinhanson, @yoshua_bengio, and @stephenwitt
LinkedIn: Stuart Russell, Alec Crawford, Jaime Yassif, Ph.D., and Yoshua Bengio
Bluesky: @taumuyi, @danieldrepper, @dbcurren, @yoshuabengio, @thecursingpoet, @amirattaran, @jasonrosenbaum, and @dw-2. Threads: @fil.menczer. Mastodon: @DavidSteele@mastodon.social. Forums: r/Longreads
| Nikkei Asia: |
SEMI: US chip fab investment to outpace China, Taiwan, and South Korea from 2027, driven by AI demand and US policies, rising from $21B in 2025 to $43B in 2028 — PHOENIX, Arizona — U.S. semiconductor investment is set to outpace that of major chip economies China, Taiwan and South Korea … Sponsor Posts
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Zoho:
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IDrive:
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Uncapped with Jack Altman:
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Conversations with people I admire about things I'm genuinely interested in.
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Invest Like the Best:
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The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas.
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Grit:
How Evan Spiegel Is Building the Future of Computing
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Lenny's Podcast:
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