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November 8, 2025, 1:30 PM
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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: TechCrunch, Tom's Hardware, Runtime, BonTech Labs, Reuters, OpenAI, Marcus on AI, The Decoder, The Information, and SiliconANGLE
X: @garymarcus, @ross__hendricks, @dannydayan5, @theaustinlyons, @sama, @conorsen, @garymarcus, @seawolfcap, @zerohedge, @josephjacks_, @garymarcus, @aphysicist, @deanwball, and @deanwball. LinkedIn: David Atkinson
Forums: Hacker News and r/StockMarket
| Mihir Sharma / Bloomberg: |
OpenAI, Alphabet, and Perplexity offering free access to their paid tiers in India suggests the country may be the biggest and safest bet for broad AI adoption — Everyone is looking for the next big AI bet. They're searching for energy-rich places that can run data centers cheaply … | Reuters: |
In DeepSeek's first public appearance since R1's success, a senior researcher told a state-run conference he was pessimistic about AI's impact on humanity — - DeepSeek makes first public appearance in almost a year — Company has kept low profile since global breakout in January
More: Implicator.ai
| Jonathan Burgos / Forbes: |
Several of Asia's top tycoons and conglomerates are joining the data center race as tech giants plan $240B in APAC hyperscale expansion over the next five years — The buildout of AI infrastructure in the Asia-Pacific is in high gear. Masayoshi Son and Mukesh Ambani are among the region's wealthiest taking the lead.| George Steer / Financial Times: |
A look at Dominari Holdings and Yorkville Advisors, two little-known boutique banks that have helped finance the Trump family's flurry of crypto deals this year — Dominari Holdings and Yorkville Advisors are benefiting from close connections with Eric and Donald Trump Jr| 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: Gizmodo, Fast Company, Times of India, NBC News, Yahoo Finance, Wall Street Journal, Dow Jones Newswires, CNN, Benzinga, and Reuters
| Ashley Carman / Bloomberg: |
Apple Music's growth may be stymied by the lack of a free tier as a funnel; Midia: on a weekly level, 43% of consumers used Spotify and 16% turned to Apple — The service's lack of a free tier might be dimming its prospects with music consumers, particularly in emerging markets — Welcome back to Soundbite.| Brie Wolfson / Colossus: |
An account of working at Cursor for 60 days: a largely in-person culture, few scheduled meetings, aggressive recruiting, heavy internal product testing, more — Sixty days with the AI coding decacorn — Editor's note: This is the first installment in a series of Company Dispatches …
More: Naval, TechRadar, and Search Engine Land
X: @jposhaughnessy, @tommycollison, @ganapathi_97, @unable0_, @kristaletz, @ryolu_, @apartovi, @joincolossus, @patrick_oshag, @zebriez, @dannieherz, @zebriez, @alanaagoyal, and @ajhofmann. LinkedIn: Ben Shoemaker
| 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, Cointelegraph, and Business Insider
| 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 … | 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 …
More: Unit 42, Ars Technica, Moneycontrol, SammyGuru, TechCrunch, Digital Trends, Forbes, CyberScoop, Security Affairs, DataBreachToday.com, BonTech Labs, The Register, The Hacker News, PCMag, and CyberInsider
X: @talbeerysec, @megabeets_, @megabeets_, @megabeets_, @megabeets_, and @unit42_intel. Bluesky: @caffeineislife
Forums: r/netsec and Ars OpenForum
| Bloomberg: |
CoinGecko: crypto market cap falls to $3.5T from October's $4.4T peak, on track to erase its 2025 gains; crypto ETFs had $700M of net outflow over the past week — The stock market didn't crash this week. But after a seven-month spasm of retail-borne speculation, parts of the casino started clearing out.| 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: Pulse 2.0, VAST Data Blog, The Next Platform, Axios, Tech Funding News, and Verdict. LinkedIn: Oxana Plis
| 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 … Sponsor 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.
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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.
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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.
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