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November 22, 2025, 6:05 PM
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memeorandum
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| Fred Vogelstein / Crazy Stupid Tech: |
While the AI bubble feels like the internet bubble of 1999, it may actually be larger and scarier with an unstable US economy and greater exposure for Big Tech — The artificial intelligence revolution will be only three years old at the end of November. Think about that for a moment.
More: Financial Times, Ian Betteridge, Jason Howell's Newsletter, Reuters, and Unite.AI
| Aisha Down / The Guardian: |
Researchers say Russia-aligned Pravda network is engaging in “LLM grooming”, flooding the internet with disinformation to influence chatbots like ChatGPT — Thinktank says internet flooded with disinformation by Russia-aligned Pravda network, which many websites treat as credible
X: @irgarner. Bluesky: @rimaanabtawi, @ruudhendriks68, @eugenemcparland, and @hhesterm. Mastodon: @mothninja@beige.party
Forums: r/technology and r/europe
| Aidin Vaziri / San Francisco Chronicle: |
Waymo says California authorized it to operate across the entire Bay Area and Sacramento, and between LA and San Diego, where it plans to expand to in mid-2026 — California officials have quietly opened the door to one of the largest geographic expansions of autonomous ride-hailing the state has ever seen.
More: TechCrunch, California DMV, Gizmodo, WebProNews, CBS News, Implicator.ai, Engadget, Sherwood News, KTVU-TV, The Last Driver License Holder, Mercury News, and InsideEVs
X: @waymo, @luke_metro, @tszzl, @thestalwart, @powerbottomdad1, @signulll, @thlarsen, @scaling01, @iscienceluvr, @signulll, @brianwilt, @paularambles, and @reed. LinkedIn: Coyne Lloyd. Mastodon: @MikeElgan@mastodon.social
Forums: Hacker News, r/California, r/ElkGrove, r/SelfDrivingCars, r/SantaClarita, and r/bayarea
| Justine Calma / The Verge: |
How a semiconductor investment boom is turning Arizona into “America's Semiconductor HQ”, attracting more than $200B in investments in the last five years — Cath Virginia / The Verge, Getty Images … Arizona's economy was once dominated by the “five C's”: cotton, cattle, citrus, copper, and climate.| Rani Molla / Sherwood News: |
Alphabet's stock closed at a record high of $299.66 on November 21, continuing a strong recent run after Google's Gemini 3 impressed analysts and consumers — The internet giant has a lot going for it right now. — Google parent Alphabet hit a record closing high of $299.66 today … | Katherine Blunt / Wall Street Journal: |
More: Big Technology and CNBC
| Zvi Mowshowitz / Don't Worry About the Vase: |
More: Ubergizmo, Google, Google, WBAY-TV, Artificial Ignorance, and Trusted Reviews
X: @thezvi, @chi_t_williams, and @cogcelia
| Nikkei Asia: |
Industry executives say nearly all major memory chipmakers are running at or near full capacity, with 2026 production slots almost “sold out” due to AI demand — TAIPEI/TOKYO/SEOUL — Since October, SK Hynix's headquarters in Icheon, near Seoul, has seen a steady stream of visitors …
X: @nikkeiasia and @nikkeiasia
| Rest of World: |
A look at Indian startups like TuluAI, which are building LLMs for low-resource languages by creating data sets nearly from scratch with community involvement — Indian founders are building digital data sets for low-resource languages by involving the community, and count on local relevance to go against big tech platforms.| InsurTech Analyst: |
Federato, which provides AI-powered insurance lifecycle software, raised a $100M Series D led by Goldman Sachs Alternatives, taking its total funding to $180M+ — Federato, the AI-native insurance software provider, has secured $100m in its Series D round to accelerate the adoption …
More: Federato, FinTech Futures, FinSMEs, and Life Insurance International
| Lisa Du / Bloomberg: |
General Atlantic purchases a $96M minority stake in Japanese HR software unicorn SmartHR, marking the PE firm's first growth equity investment in Japan — General Atlantic completed its first growth equity investment in Japan and plans to do more, citing an increase in entrepreneurship … | Mishal Husain / Bloomberg: |
Q&A with Fei-Fei Li on ImageNet, her startup World Labs' focus on spatial intelligence, superintelligence, regulation, AI bubble, US-China AI arms race, more — AI is now so present in our lives that the story of how it came to be so is receding — that is, if we ever absorbed it properly.| Chris Metinko / Axios: |
Thoma Bravo acquires a majority stake in Java platform Azul, which received a $340M majority investment from Vitruvian Partners and Lead Edge Capital in 2020 — Thoma Bravo bought a majority stake in enterprise Java platform developer Azul for an undisclosed price, Azul CEO Scott Sellers tells Axios Pro.| Bloomberg: |
New York-based emergency alerts platform RapidSOS raised $100M led by Apax Digital Funds, a source says at a $1B+ valuation, for US and international expansion — Emergency services company RapidSOS raised $100 million in a deal led by Apax Digital Funds to help it expand, including internationally.
More: The SaaS News, RapidSOS, RapidSOS, Inc.com, Ventureburn, and GovTech
LinkedIn: RapidSOS, Mason McCrohan, and Teymour S. Farman-Farmaian
| Anna Heim / TechCrunch: |
Finland-based NestAI raised €100M led by Finland's sovereign fund Tesi and Nokia to build AI products for defense applications, including for unmanned vehicles — Finnish startup NestAI has raised €100 million (about $115 million) in a funding round led by Finland's sovereign fund …
More: Nokia, Reuters, eeNews Europe, NewsMax.com, Tech Funding News, and MarketWatch. LinkedIn: NestAI
| Karen Freifeld / Reuters: |
Sources: the White House has put on hold a draft executive order that would seek to preempt state AI laws, following bipartisan backlash — The White House has put on hold a draft executive order that would seek to preempt state laws on artificial intelligence through lawsuits … Sponsor Posts
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Zoho:
WorkDrive 6.0: Advancing toward intelligent enterprise content management (Phase 1) — Artificial intelligence is redefining how enterprises process data. Large language models can understand context …
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IDrive:
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Big Technology Podcast:
OpenAI President Greg Brockman: AI Self-Improvement, The Superapp Bet, Path To AGI, Scaling Compute
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Uncapped with Jack Altman:
Brad Lightcap from OpenAI
Conversations with people I admire about things I'm genuinely interested in.
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Channels with Peter Kafka:
Why We Need to Pay Attention to Elon Musk Again
Media and tech aren't just intersecting - they're fully intertwined. To understand how those worlds work, Peter Kafka talks to industry leaders, upstarts and observers.
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Cheeky Pint:
Compliance at scale and why TAM is a distraction with Christina Cacioppo of Vanta
Stripe cofounder John Collison interviews founders, builders, and leaders over a pint.
Subscribe to Cheeky Pint.
Tools and Weapons with Brad Smith:
Ryan Roslansky: Turning AI Anxiety into Skills for the Future of Work
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.
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Invest Like the Best:
Sergey Levine - Building LLMs for the Physical World
The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas.
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