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November 1, 2025, 8:40 PM
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Mediagazer
memeorandum
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| @bg2pod: |
Q&A with Sam Altman and Satya Nadella about the Microsoft-OpenAI partnership, OpenAI's restructuring and $100B revenue target for 2027, $3T AI buildout, more — BG2. All things AI w @sama & @satyanadella. A Halloween Special. 🎃🔥@bg2pod @altcap — (00:00) Intro (02:28) Microsoft's Investment in OpenAI (03:19) The Nonprofit Structure and Its Impact (05:46) Health, AI Security, and Resilience (07:50) Models, Exclusivity, and [video]
More: Fortune, Bg2 Pod on YouTube, and Benzinga
X: @davevermilion, @zephyr_z9, @thetranscript_, @thestalwart, @ross__hendricks, @slow_developer, @rvc330, @agnostoxxx, @kakashiii111, @ericjhonsa, @jerrycap, @zephyr_z9, @alexeheath, @compound248, @rihardjarc, @rev_cap, @amitisinvesting, @zephyr_z9, @kimmonismus, @altcap, @quantian1, @zephyr_z9, @lokoyacap, @dadiomov, @stockmarketnerd, and @nyc_rivera
| David Jeans / Reuters: |
Anduril conducts the first flight of its jet-powered unmanned drone, flying it “semi-autonomously”, as the US Air Force plans swarms of unmanned jet drones — Anduril's jet-powered drone flew for the first time on Friday, the company and the U.S. Air Force said … | Richard Nieva / Forbes: |
A profile of AI contractor marketplace Mercor, which is valued at $10B and whose three 22-year-old founders are Thiel Fellows, each holding a roughly 22% stake — Mercor founders (left to right): Adarsh Hiremath, Brendan Foody and Surya Midha. — ULY INC. FOR MERCOR
More: The Indian Express. X: @richardjnieva. LinkedIn: Richard Nieva and Zach Everson. Bluesky: @carnage4life
| Noam Scheiber / New York Times: |
A profile of Aaron Greenspan, who has spent years on a crusade to expose what he believes are financial problems at Tesla and at big tech companies — In 2018, Aaron Greenspan was a 30-something tech entrepreneur wondering what he should do with the several million dollars in his pocket.
Forums: r/Longreads and r/EnoughMuskSpam
| Business Insider: |
Grokipedia content often closely mirrors Wikipedia except for some political topics but its use of AI makes it better than Wikipedia on obscure entries — - A lot of the non-political entries are just direct copies of Wikipedia. — But in certain cases, Grokipedia improved the Wikipedia page … | Austin Carr / Bloomberg: |
Microsoft's AI tools still lag behind OpenAI's, as Microsoft struggles to create a cohesive AI experience and add new features by integrating OpenAI models — Welcome to Tech In Depth, our daily newsletter about the business of tech from Bloomberg's journalists around the world.| Hadriana Lowenkron / Bloomberg: |
The White House says China has agreed to effectively end rare earth export controls issued in 2025 and 2022, and will also close probes of US chip companies — China will effectively suspend implementation of additional export controls on rare earth metals and terminate investigations targeting US companies …
More: The White House, Bloomberg Law, gCaptain, Jacobin, and The Dispatch
| Kenrick Cai / Reuters: |
How Google Cloud has become one of Alphabet's fastest-growing businesses under Thomas Kurian, driven by investments in AI, data centers, custom chips, and more — - Google Cloud grew 34% in the third quarter on AI demand — Cloud is now challenging YouTube as Alphabet's No. 2 cash generator
More: Quartz, Livemint, Techstrong IT, Techstrong.ai, Sherwood News, MacDailyNews, and TVNewsCheck
| Baris Balci / Bloomberg: |
Turkish state media reports that Faruk Fatih Ozer, the former CEO of failed crypto exchange Thodex, has been found dead in his prison cell — Faruk Fatih Ozer, the former chief executive of collapsed cryptocurrency exchange Thodex, has been found dead in his prison cell in the western Turkish city …
More: DL News, crypto.news, The Block, The Crypto Times, and Coinpedia Fintech News
X: @conorfkenny and @kyledoops
| Reuters: |
Nvidia says it will supply 260K+ of its most advanced AI chips to the South Korean government and major companies, including Samsung, Naver, and SK Group — U.S. semiconductor leader Nvidia (NVDA.O) on Friday said it will supply more than 260,000 of its most advanced AI chips …
More: DigiTimes, Nvidia Newsroom, Bloomberg, TechCrunch, Wall Street Journal, Sharecast, Taipei Times, The Korea Herald, Korea Joongang Daily, Engadget, The Korea Times, The DONG-A ILBO, KED Global, Forbes Middle East, Anadolu Ajansı …, Analytics India Magazine, Hürriyet Daily News, BBC, CNBC-TV18, Asia Financial, COINOTAG NEWS, and NWAonline
| Reuters: |
MediaTek says it is on track to generate $1B in revenue from its data center AI accelerator ASIC chips in 2026, after reporting Q3 revenue up 7.8% YoY to $4.64B — Taiwan's top chip design company, MediaTek (2454.TW), expects to earn revenue of billions of dollars from its AI accelerator ASIC chips by 2027 …
More: MediaTek and Taipei Times
| Brian Steinberg / Variety: |
ESPN plans to make its College Gameday telecast available on host Pat McAfee's X account, as Disney and YouTube TV continue to spar over a new carriage deal — Can Pat McAfee help Disney prevail over YouTube TV in TV's never-ending carriage wars? — Disney's ESPN said it would make one …
More: The Athletic, Awful Announcing, Cord Cutters News, New Jersey Online, Stuff, Deseret News, and PCWorld
X: @sportzassassin, @austinkarp, @collegegameday, @jreakin, @biggerten, @moshady, @jacksettleman, @danwetzel, @mcquaidnfl, @adamschefter, @mls_x_, @mcb2__, @nptsethbutler, @espnpr, @lynnbailie, @kolemichael, and @admaniexplains. Bluesky: @saltcreekbrews. Forums: r/cordcutters
| Bloomberg: |
Singapore seizes more than $115M in assets linked to Cambodia's Prince Group, which the US and UK accuse of stealing billions of dollars via online scam centers — Singapore has seized more than S$150 million ($115 million) in assets linked to alleged money laundering and forgery …
More: Singapore Police Force, The Business Times, Cryptonews, and Blockonomi
| Christopher Mims / Wall Street Journal: |
Despite the hype around large AI models, many companies like Meta are using small models for routine tasks, finding them more practical and cost-effective — For many tasks in corporate America, it's not the biggest and smartest AI models, but the smaller, more simplistic ones that are winning the daySponsor Posts
Google:
Try Gemini 3 Pro — Google's newest and most intelligent AI model that helps you bring any idea to life
Try Gemini 3 Pro — Google's newest and most intelligent AI model that helps you bring any idea to life
Shopify:
Shopify's new AI commerce stack — Their VP of Product digs into just-launched products to help entrepreneurs and developers build with the latest AI.
Shopify's new AI commerce stack — Their VP of Product digs into just-launched products to help entrepreneurs and developers build with the latest AI.
Zoho:
Email fatigue is real: Here's how smart email tools help you regain control — Picture this: It's Monday morning. You walk into the office feeling energized and ready to take on the week.
Email fatigue is real: Here's how smart email tools help you regain control — Picture this: It's Monday morning. You walk into the office feeling energized and ready to take on the week.
IDrive:
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Box data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Box data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.Featured Podcasts
Uncapped with Jack Altman:
Saam Motamedi from Greylock Partners
Conversations with people I admire about things I'm genuinely interested in.
Subscribe to Uncapped with Jack Altman.
Invest Like the Best:
Henry Ellenbogen - Man Versus Machine
The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas.
Subscribe to Invest Like the Best.
Grit:
How Evan Spiegel Is Building the Future of Computing
Grit explores what it takes to create, build and scale world-class organizations.
Subscribe to Grit.
Acquired:
10 Years of Acquired (with Michael Lewis)
Learn the playbooks that built the world's greatest companies - and how you can apply them as a founder, operator, or investor.
Subscribe to Acquired.
Lenny's Podcast:
Why humans are AI's biggest bottleneck (and what's coming in 2026) | Alexander Embiricos (OpenAI Codex Product Lead)
Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your own product.
Subscribe to Lenny's Podcast.
Tools and Weapons with Brad Smith:
Ted Sarandos: Netflix and how tech changed storytelling
Microsoft Vice Chair and President Brad Smith speaks with leaders in government, business, and culture to explore the most critical challenges at the intersection of technology and society.
Subscribe to Tools and Weapons with Brad Smith.
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