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November 8, 2025, 1:25 AM
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| Bloomberg: |
In a letter on October 27, OpenAI asked the Trump administration to expand a 35% Chips Act tax credit to help lower the cost of AI infrastructure — OpenAI has asked the Trump administration to revamp a Chips Act tax credit to help lower the cost of artificial intelligence infrastructure …
More: BonTech Labs, Marcus on AI, The Information, Reuters, SiliconANGLE, and OpenAI
X: @conorsen, @deanwball, @sama, @garymarcus, @seawolfcap, @zerohedge, @josephjacks_, @garymarcus, @aphysicist, @garymarcus, and @deanwball. Bluesky: @steveschulz
Forums: Hacker News and r/StockMarket
| Juby Babu / Reuters: |
Meta says it will invest $600B in the US infrastructure and jobs by 2028; Zuckerberg told Trump at a September dinner that Meta will spend “at least $600B” — Meta Platforms (META.O) on Friday said it will invest $600 billion in U.S. infrastructure and jobs over the next three years … | Suzanne Smalley / The Record: |
Unit 42: “commercial grade” spyware called Landfall, likely zero-click, was used in a hacking campaign aimed at Samsung Galaxy phones in the Middle East — Security researchers on Friday revealed the discovery of “commercial grade” spyware used in a 9-month-long hacking campaign aimed … | Euronews: |
Denmark's government has reached a political agreement to ban social media access for anyone under 15, with a possible parental consent exception from age 13 — The proposal would be one of the most sweeping steps yet by a European country to curb social media use among young people.
More: Associated Press, Engadget, The Economic Times, Newser, The Independent, Reuters, WPXI-TV, Advanced Television, The European Conservative, and Daily Sabah
Forums: r/technology, r/europe, and r/europrivacy
| Bloomberg: |
A US judge declares a mistrial after a jury couldn't reach a verdict on two brothers charged in 2024 for allegedly stealing $25M in crypto from Ethereum traders — A jury was unable to reach a verdict in the fraud trial of two brothers, both recently graduated from the Massachusetts Institute of Technology …
More: Reuters, Business Insider, and Cointelegraph
| Krystal Hu / Reuters: |
Vast Data, which develops data storage tools, inks a $1.17B AI deal with CoreWeave; Vast Data, valued at $9.1B in 2023, said it reached $200M ARR by Jan. 2025 — - CoreWeave to use Vast's data storage tools for cloud infrastructure — Vast Data's revenue stream bolstered by new deal
More: VAST Data Blog, The Next Platform, Axios, Tech Funding News, Verdict, CRN, Globes, Blocks and Files, and CTech
Forums: r/wallstreetbets and r/CRWV
| Financial Times: |
Nasdaq had its worst 5-day run since April, falling 3% for the week as the combined market value of eight most valuable AI-related stocks fell by about $800B — Nasdaq falls 3% over the five-day period as investors worry about sky-high valuations — US companies closely tied …
More: Fast Company, NBC News, Times of India, Yahoo Finance, Dow Jones Newswires, Gizmodo, CNN, Benzinga, and Reuters
| Alex Danco / a16z: |
Both Baumol effect and Jevons paradox may apply to the AI supercycle, as services with AI productivity gains get cheaper, while those without AI become costlier — The Baumol Effect and Jevons paradox are related — If you live in the United States today, and you accidentally knock a hole in your wall … | Allie Garfinkle / Fortune: |
Neobank Mercury says it has hit $650M in annualized revenue, up from $500M by end of 2024, and has been GAAP profitable on net income and EBITDA for three years — Mercury's Immad Akhund. — MERCURY — The fintech roller coaster—after a few years of barrel rolls and corkscrews …
X: @zachklein, @rywiggs, @nikmilanovic, @immad, @jessetinsley, @blader, @alexanderwill, @haridigresses, @judegomila, @rahulvohra, @johnrushx, @immad, and @gokulr
LinkedIn: Sean Diep, Nic Corpora, Celeste Carswell, and Carly Lippman
| Google Research: |
Google introduces Nested Learning, a new ML approach for continual learning that views models as nested optimization problems to enhance long context processing — Ali Behrouz, Student Researcher, and Vahab Mirrokni, VP and Google Fellow, Google Research — We introduce Nested Learning …
More: Google Research. X: @kimmonismus, @behrouz_ali, @mark_k, @jeffdean, and @googleresearch
Forums: r/singularity and r/accelerate
| Inti Landauro / Reuters: |
France's Finance Ministry halts the suspension proceedings of Shein that was initiated on November 5 after Shein withdrew illicit products from its platform — The French Finance Ministry on Friday halted the suspension proceedings of Chinese online retailer Shein initiated two days ago …
More: Politico
| Bailey Lipschultz / Bloomberg: |
Trump Media reports Q3 net sales down 3.8% YoY to $972.9K and a net loss of $55M, up from $19M in Q3 2024; its stock is down 70% from a January high — Less than one year into Donald Trump's second term and the post-election ebullience has evaporated from shares of his social media company …
More: Trump Media & …, Forbes, The Block, Decrypt, crypto.news, Reuters, and Media Play News. Bluesky: @quinnypig.com
| AnnaMaria Andriotis / Wall Street Journal: |
Sources: Samsung is in talks with Barclays to launch a consumer credit card in the US; it's also exploring a high-yield savings account, BNPL product, and more — South Korean tech giant and Barclays are in advanced talks to launch a credit card, with both seeking bigger inroads into Americans' financial lives
More: Daily Mail
| George Hammond / Financial Times: |
Sources: Roelof Botha was ousted by senior Sequoia partners amid concerns about his “imperial style” leadership, AI investment strategy, and internal clashes — Partners called vote to oust chief after controversial incidents rocked Silicon Valley venture capital firmSponsor 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.
Zoho:
Ask an Expert: How to effectively recover stuck TDS refunds with reduced TDS reconciliation time — The 26AS/Form 168 gets updated quarterly and often gets checked only during the time of ITR filing.
Ask an Expert: How to effectively recover stuck TDS refunds with reduced TDS reconciliation time — The 26AS/Form 168 gets updated quarterly and often gets checked only during the time of ITR filing.
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.
Soxton:
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!
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!Featured Podcasts
Training Data:
Google's AI Infrastructure Chief, Amin Vahdat, on the Physics & Economics of Frontier AI
Sequoia Capital partners host conversations with leading AI builders and researchers to develop a deeper understanding of the evolving technologies and their implications.
Subscribe to Training Data.
Invest Like the Best:
Andrew Huberman - The Frontier of Neurotechnology
The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas.
Subscribe to Invest Like the Best.
Big Technology Podcast:
Who Wins The AI Assistant Wars? + Why Didn't Google Build Muse?
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.
Sources:
Reflection's founders on building a DeepSeek of the West
Candid conversations with the leaders shaping what's next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a decade.
Subscribe to Sources.
Grit:
How Vercel Is Rethinking Go-to-Market With AI | COO Jeanne Grosser
Grit explores what it takes to create, build and scale world-class organizations.
Subscribe to Grit.
Lenny's Podcast:
OpenAI's Head of ChatGPT: We're entering a new era of AI (again) | Tibo Sottiaux
Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your own product.
Subscribe to Lenny's Podcast.
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