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November 1, 2025, 11:40 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: @altcap, @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
| 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
| 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, Sherwood News, Techstrong IT, Techstrong.ai, and MacDailyNews
| 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, and Jacobin
| 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
More: The National and Australian Financial Review
| 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 … | 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 … | Akash Sriram / Reuters: |
Oxford Economics: the AI boom is lifting global trade, with ~60% of US data center capex spent on imported IT gear, mainly from Taiwan, South Korea, and Vietnam — - AI reshapes industries, boosts productivity across sectors — Nvidia surpasses $5 trillion market value, leading AI boom| 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.| 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
| 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: crypto.news, DL News, The Block, The Crypto Times, and Coinpedia Fintech News
X: @conorfkenny and @kyledoops
| 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: Awful Announcing, The Athletic, 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
| 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
| 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 … | 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
Soxton:
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Fast, affordable law for startups — Soxton automates startup legal so founders can move faster and sleep better. We handle incorporation, advisor, employment and commercial contracts. Join the waitlist for early access!
Equals:
Stop vibe coding analytics — Equals AI turns questions about your business into auditable spreadsheet models and dashboards. Build once, iterate for years.
Stop vibe coding analytics — Equals AI turns questions about your business into auditable spreadsheet models and dashboards. Build once, iterate for years.
Zoho:
App Spotlight: Autocomplete Address Via Google for Zoho CRM — App Spotlight brings you hand-picked solutions that enhance your Zoho apps and tools. Visit Zoho Marketplace to explore all of our apps, integrations …
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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
Big Technology Podcast:
Who Wins The AI Superapp Battle?, Apple's Consumer AI Victory, World Cup Automation Mistake
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.
Hard Fork:
Fable Ban Reversed + Dr. Dana Suskind on Parenting With A.I. + Prediction Market Drama
The future is already here. Each week, journalists Kevin Roose and Casey Newton explore and make sense of the latest in the rapidly changing world of tech.
Subscribe to Hard Fork.
The Upstarts Podcast:
Blitzy's Brian Elliott: Cursor And Claude Code Are Looking At Your Enterprise Code 'Through A Straw'
Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI, design, nuclear energy, space, and more.
Subscribe to The Upstarts Podcast.
The Nick, Dick and Paul Show:
Re-Release: The Death of Hollywood? W/ Allan Loeb
Nick Bilton, Dick Costolo, and Paul Kedrosky pull back the curtain on AI, startups, and the future rushing toward us, all with healthy dose of irreverence.
Subscribe to The Nick, Dick and Paul Show.
Great Chat:
Maybe Twitter isn't real life
A podcast mostly about tech. Brought to you weekly by Angela Du, Sally Shin, Mac Bohannon, Helen Min, and Ashley Mayer.
Subscribe to Great Chat.
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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