Techmeme
November 5, 2025, 6:20 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 officially register as an app source, 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.
Chris Eudaily / CNBC:
DoorDash reports Q3 revenue up 27% YoY to $3.45B, vs. $3.36B est., and total orders up 21% to 776M, vs. 770.13M est.; DASH drops 18%+ after hours  —  DoorDash reported third-quarter earnings that missed analyst expectations and said it expects to spend “several hundred million dollars” on new initiatives and development in 2026.
Isabelle Bousquette / Wall Street Journal:
Quantinuum unveils Helios, a quantum computer with 98 physical qubits, from which it can deliver 48 logical error-corrected qubits, an impressive 2:1 ratio  —  Quantinuum unveils its latest system, Helios, inching the industry toward the day the technology will deliver meaningful commercial value
Ari Levy / CNBC:
Qualcomm reports Q4 revenue up 10% to $11.27B, vs. $10.79B est., handsets revenue up 14% to $6.96B, and forecasts Q1 revenue above estimates  —  Qualcomm reported fiscal fourth-quarter results on Wednesday that beat analyst estimates on the top and bottom lines.
OpenAI:
OpenAI says it now has 1M+ business customers globally, with ChatGPT for Work seats up 40% in two months to 7M+ and ChatGPT Enterprise seats up 9x YoY  —  Customers such as Amgen, Commonwealth Bank, Booking.com, Cisco, Lowe's, Morgan Stanley, T-Mobile, Target, and Thermo Fisher Scientific …
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 …
MacKenzie Sigalos / CNBC:
Robinhood reports Q3 revenue up 100% YoY to $1.27B, vs. $1.19B est., transaction-based revenue up 129% to $730M, vs. $739M est., and net income up 271% to $556M  —  Robinhood beat Wall Street expectations for the third quarter on Wednesday, extending a hot streak that has made it one of the biggest large-cap U.S. tech stocks this year.
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 …
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
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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