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November 2, 2025, 12:45 PM
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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. X: @glenngabe. LinkedIn: Klaudia Jaźwińska and Georg Zoeller
Bluesky: @dankennedy.net and @jarjour
| Jackson Chen / Engadget: |
An Italian law requiring porn sites, including Pornhub, YouPorn, and OnlyFans, to verify the ages of their users will go into effect on November 12 — The age verification process is required for every visit and will be done through “certified third parties.”
More: Wanted in Rome
| 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.| 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 … | 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, NewsMax.com, CryptoSlate, New York Post, Reuters, Yahoo Finance, The Times, and Bloomberg Law
| 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| 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: Bloomberg, DroneXL.co, and Anduril Industries
| 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 … | 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| @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: TechCrunch, The Decoder, Fortune, Bg2 Pod on YouTube, and Benzinga
X: @coorslightceo, @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
| 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: Jack Wilson and Rebecca Patterson
| 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 operationsSponsor Posts
ElevenLabs:
ElevenAgents by ElevenLabs — You know us for voice. Now meet ElevenAgents — featuring Expressive Mode, our most human-sounding AI voice technology in 70+ languages with ultra-low latency. Hear it for yourself.
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Intel:
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Zoho:
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Keep your business moving with delegated signing in Zoho Sign — Contracts piling up while you're traveling or stuck in back-to-back meetings? With Zoho Sign's delegated signing feature, those delays will be a thing of the past.
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
Cheeky Pint:
Creating prediction markets (and suing the CFTC) with Tarek Mansour and Luana Lopes Lara
Stripe cofounder John Collison interviews founders, builders, and leaders over a pint.
Subscribe to Cheeky Pint.
Invest Like the Best:
William Hockey - Building the Operating System for the Dollar and Silicon Valley Heresy
The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas.
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BG2 Pod:
ChatGPT - The Super Assistant Era
Open-source podcast on all things tech, markets, investing, and capitalism, hosted by Brad Gerstner.
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Lenny's Podcast:
The tactical playbook for getting 20-40% more comp (without sounding greedy) | Jacob Warwick (Executive Negotiator)
Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your own product.
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Big Technology Podcast:
AI Backlash Intensifies, Nvidia GTC Preview, Meta's Embarrassing Delay
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Tools and Weapons with Brad Smith:
Everybody Goes Home: How technology is helping prevent wildfires from spreading
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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