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November 2, 2025, 11:25 AM
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memeorandum
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| Columbia Journalism Review: |
AI browsers can bypass some paywalls; OpenAI's Atlas seems to avoid content from companies suing OpenAI, providing summaries or alternate reporting instead — OpenAI's Atlas and Perplexity's Comet present a new challenge for media companies that want to limit AI access.
More: The Decoder. LinkedIn: Klaudia Jaźwińska and Georg Zoeller
Bluesky: @dankennedy.net and @jarjour
| 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 …
More: DroneXL.co and Anduril Industries
| 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, TechCrunch, CryptoSlate, New York Post, Yahoo Finance, Reuters, The Times, and Bloomberg Law
| Reuters: |
Nexperia's China unit says it has “sufficient inventories” to sustain order fulfillment “through year-end and beyond”, after the parent suspended wafer supplies — Dutch chipmaker Nexperia's China unit said on Sunday that it had established “sufficient inventories … | Nina Bambysheva / Forbes: |
A profile of David Bailey, Trump's informal crypto advisor who organizes the Bitcoin Conference, as he seeks to turn a Utah health clinic into a bitcoin bank — Bitcoin Magazine publisher David Bailey believes he can turn a tiny Utah healthcare clinic into the Berkshire Hathaway of bitcoin.| 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| @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: @londoncap100, @compound248, @altcap, @molloxx, @amitisinvesting, @ericjhonsa, @rvc330, @kimmonismus, @slow_developer, @davevermilion, @rihardjarc, @kakashiii111, @stockmarketnerd, @zephyr_z9, @thestalwart, @ross__hendricks, @agnostoxxx, @quantian1, @lokoyacap, @compound248, @thetranscript_, @rev_cap, @zephyr_z9, @zephyr_z9, @dadiomov, @nyc_rivera, @alexeheath, @altcap, @jerrycap, and @zephyr_z9. Bluesky: @edzitron.com
| Tiffany Hsu / New York Times: |
Online harassers are using AI tools to create more realistic death threats, posting hyper-realistic AI-generated images and sounds to social media platforms — Online harassers are generating images and sounds that simulate their victims in violent situations.| George Steer / Financial Times: |
Big Tech's dominance on the S&P 500 is becoming more extreme; the eight biggest tech stocks account for 60% of the gains since the market bottomed in April 2025 — In a week when Nvidia's value reached $5tn, investors in even the broadest index of global companies are now heavily exposed to the AI boom| Anatoly Kurmanaev / New York Times: |
How the Venezuelan government is using crypto and stablecoins like USDT to manage the downturn; Venezuela sells most of its oil to China and is paid in crypto — President Nicolás Maduro's opponents hope a new period of economic pain will finally topple his government.
More: Breitbart. X: @akurmanaev, @akurmanaev, @akurmanaev, @akurmanaev, and @lowbeta_
LinkedIn: Rebecca Patterson and Jack Wilson
| 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.| Financial Times: |
Analysis: sports volumes on Kalshi approach $1B a week, with open interest in sports contracts regularly above $100M, significantly higher than other categories — Open interest in Kalshi sports contracts has surged past any other category as lawsuits threaten operations| 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.| Katie Notopoulos / 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 … Sponsor Posts
Subquadratic:
Subquadratic: the LLM built for 12M-token reasoning — SubQ can reason across entire codebases and document sets in one pass with no RAG workarounds. Read how SubQ 1.1 Small holds near-perfect retrieval out to 12M tokens.
Subquadratic: the LLM built for 12M-token reasoning — SubQ can reason across entire codebases and document sets in one pass with no RAG workarounds. Read how SubQ 1.1 Small holds near-perfect retrieval out to 12M tokens.
Cape:
Most carriers track everything. Cape doesn't. — Unlimited talk, text & data, 24-hr metadata deletion, network ID rotation, SIM-attack defense, and more. Switch today and get 29% off for life.
Most carriers track everything. Cape doesn't. — Unlimited talk, text & data, 24-hr metadata deletion, network ID rotation, SIM-attack defense, and more. Switch today and get 29% off for life.
Zoho:
Celebrating 10 years of Zoho Marketplace — 30 Zoho products,2,900+ extensions and integrations,1 million+ users, and2 million installations.Zoho Marketplace celebrates a decade-long journey of adding timeless value …
Celebrating 10 years of Zoho Marketplace — 30 Zoho products,2,900+ extensions and integrations,1 million+ users, and2 million installations.Zoho Marketplace celebrates a decade-long journey of adding timeless value …
IDrive:
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce 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 & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.Featured Podcasts
Channels with Peter Kafka:
Joanna Stern on the New Siri, OpenAI's Weird Gadget, and Life After the Wall Street Journal
Media and tech aren't just intersecting - they're fully intertwined. To understand how those worlds work, Peter Kafka talks to industry leaders, upstarts and observers.
Subscribe to Channels with Peter Kafka.
Big Technology Podcast:
Here's How The AI Bubble Bursts — With Paul Kedrosky
The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators.
Subscribe to Big Technology Podcast.
Invest Like the Best:
Eric Vishria - A Decade of Lessons Investing in Software & Hardware
The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas.
Subscribe to Invest Like the Best.
The Talk Show With John Gruber:
'Getting the Snack Right', With Chance Miller
The director's commentary track for Daring Fireball. Long digressions on Apple, technology, design, movies, and more.
Subscribe to The Talk Show With John Gruber.
Grit:
Booking.com CEO on AI and the Future of Travel
Grit explores what it takes to create, build and scale world-class organizations.
Subscribe to Grit.
Tools and Weapons with Brad Smith:
Connecting the Unconnected: Doreen Bogdan-Martin
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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