Techmeme
November 5, 2025, 4:05 PM

Top News

Mark Gurman / Bloomberg:
Sources: Apple plans to use a custom 1.2T-parameter Google Gemini model to help power the new Siri as early as 2026 and will pay Google ~$1B annually for it  —  Apple Inc. is planning to use a 1.2 trillion parameter artificial intelligence model developed by Alphabet Inc.'s Google to help power …
Mike Scarcella / Reuters:
Google and Epic Games settle Epic's 2020 antitrust lawsuit, with Android and Google Play changes to expand competition and choice, pending a US judge's approval  —  Alphabet's (GOOGL.O) Google said on Tuesday it has reached a comprehensive U.S. court settlement with “Fortnite” …
Sean Hollister / The Verge:
In its Epic settlement, Google proposes lowering app store fees globally, a program to let alternative app stores become first-class Android citizens, and more  —  Instead of breaking Google's app store, Google will let them in. … He issued a permanent injunction that will force Google …
Nikou Asgari / Financial Times:
Crypto company Ripple raised $500M from Citadel, Fortress, and others at a $40B valuation and says payments made on its platform passed $95B so far in 2025  —  $500mn investment round underlines appetite for stablecoin payments sector  —  Ripple has raised $500mn from investors including …
Abner Li / 9to5Google:
Google says Maps will get Gemini instead of Assistant on Android and iOS, offering a “hands-free, conversational driving experience”, in the “coming weeks”  —  In Google Maps, Gemini already exists in place listings, and it's now coming to the navigation experience on Android and iOS.
Reuters:
Sources: the Chinese government issues guidance requiring new data center projects that have received any state funds to only use domestically made AI chips  —  - Order likely to affect U.S. chipmakers Nvidia, AMD, Intel  — Beijing trying to cultivate domestic AI chipmakers like Huawei
Ash Parrish / The Verge:
Sony rolls out PlayStation Portal cloud streaming, letting PlayStation Premium Plus members stream select titles without a PS5 connection, in testing since 2024  —  Cloud streaming PS5 games to your PlayStation Portal is out of beta, and includes streaming for some games you own.
The Intercept:
YouTube confirms it removed 700+ videos from three prominent Palestinian human rights groups in early October to comply with the US State Department's sanctions  —  A documentary featuring mothers surviving Israel's genocide in Gaza.  A video investigation uncovering Israel's role in the killing of a Palestinian American journalist.
Josh Sisco / Bloomberg:
Wiz CEO Assaf Rappaport says the US DOJ concluded its review of Google's planned $32B acquisition; the FTC's website says the early termination was October 24  —  Alphabet Inc.'s Google and cybersecurity company Wiz Inc. cleared a key hurdle to closing their $32 billion deal …
Robin Wigglesworth / Financial Times:
Isabella Simonetti / Wall Street Journal:
Letter: the MPA sent Meta a cease-and-desist over Instagram's use of “PG-13” for teen content restrictions, calling it “literally false and highly misleading”  —  Meta says it never claimed or implied that its teen accounts were officially PG-13 rated or certified by MPA
Wall Street Journal:
France begins the process to suspend Shein, giving the company 48 hours to show it has scrubbed its site of illegal products, like sex dolls resembling children  —  The order came as the Chinese-founded platform opened its first permanent store in Paris  —  The French government moved …
Wall Street Journal:
Sources detail Elon Musk's time at xAI after he left DOGE: he oversaw racy chatbot Ani's design, employees turned over biometric data to train avatars, and more  —  Focus on winning tech arms race leads to long hours at xAI; employees turned over biometric data to develop controversial avatars
Lee Ying Shan / CNBC:
SoftBank closed down 10%, Samsung closed down 4%, and TSMC closed down 3%, after US stocks dropped, as investors worry over stretched AI and tech valuations  —  Shares in Japan's SoftBank Group closed 10% lower on Wednesday, amid a broader drop in AI-linked companies as investors turned wary …
Bloomberg:
TechCrunch:
Wabi, a “YouTube for apps” launched by Replika founder Eugenia Kuyda that lets users create mini apps via prompting, raised a $20M pre-seed from angel investors  —  Eugenia Kyuda saw the future of consumer AI before most.  She founded Replika, the first major AI companion startup, in 2017 years before ChatGPT launched.
Boaz Barak / Windows On Theory:
Research: AI's ability to complete lengthy software engineering tasks has doubled roughly every six months, but there is a “messiness tax” for real-world tasks  —  METR has had a very influential work by Kwa and West et al on measuring AI's ability to complete long tasks.
Rick Porter / The Hollywood Reporter:
Netflix rolls out a new ad metric called monthly active viewers, or MAV, and says it has 190M such viewers across the 12 countries where it offers an ad tier  —  The streamer is rolling out a stat it calls monthly active viewers.  —  Netflix is rolling out a new advertising metric …

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Earlier Picks

Nilesh Christopher / Los Angeles Times:
CNBC: