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November 26, 2025, 1:20 AM
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memeorandum
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| Kif Leswing / CNBC: |
Nvidia says it is “delighted by Google's success” but “Nvidia is a generation ahead”, after a report that Meta could use Google's TPUs in its data centers — Nvidia on Tuesday said its tech remains a generation ahead of the industry, in response to Wall Street's concerns …
More: Fortune, TipRanks Financial, Yahoo Finance, MarketWatch, Wall Street Journal, Simply Wall St, Forbes, Implicator.ai, The Motley Fool, SiliconANGLE, Business Insider, The Information, Wall Street Journal, Moneycontrol, Wall Street Pit, Finbold, Semafor, Benzinga, New York Post, NDTV Profit, Reuters, The American Bazaar, Financial Times, Bloomberg, Investing.com, Fast Company, ZeroHedge News, Associated Press, and The Information
X: @nvidianewsroom, @vanshkharidia, @lulumeservey, @patrickmoorhead, @giffmana, @joecarlsonshow, @qcapital2020, @nearcyan, @stocksavvyshay, @alexeheath, @pitdesi, @dratchcap, @bigtechalert, @suchenzang, @zephyr_z9, @mgsiegler, @trungtphan, @zephyr_z9, @fedemolina, @bubbleboi, @mweinbach, @andrew_n_carr, @amitisinvesting, @rihardjarc, @kylelogiks, @firstadopter, @barexamtutor, @jimcramer, @buccocapital, @tszzl, @ayazdanb, and @mohapatrahemant. Forums: Slashdot
| Murray Stassen / Music Business Worldwide: |
Warner Music and AI music generator Suno strike a deal, settling previous litigation; Suno will launch licensed AI models and will acquire WMG's Songkick — Warner Music Group and AI music generator Suno have struck what they call a “first-of-its-kind partnership”.
More: Platformer, Warner Music Group Corp., SiliconANGLE, The Economic Times, The Verge, Suno, Music Ally, Digital Music News, WinBuzzer, Los Angeles Times, Forbes, TechCrunch, The Wrap, RTÉ, Engadget, The Boston Globe, Wall Street Journal, The Hollywood Reporter, Billboard, DNYUZ, Rolling Stone, Variety, and Reuters
X: @nayakkayak, @koltregaskes, @buckymoore, @matdryhurst, @future_of_music, @scottbelsky, @koltregaskes, @hersh_desai, @mignano, @mattvidpro, @mikeyshulman, @koltregaskes, and @gavinpurcell. LinkedIn: Randy Nichols
Bluesky: @reckless and @caseynewton
| Kristin Robinson / Billboard: |
More: Gizmodo and Music Ally
X: @ednewtonrex, @ednewtonrex, @ednewtonrex, @opiumhum, @kevinbrennanmp, and @ednewtonrex. Forums: r/technology
| Hannah Erin Lang / Wall Street Journal: |
Robinhood plans to launch a futures and derivatives exchange with Susquehanna in 2026 and says it's buying MIAXdx, which clears and executes derivatives trades — The new exchange will help Robinhood offer additional prediction contracts tied to sports, elections and other future events
More: Robinhood, The Block, Dow Jones Newswires, Cryptonews, Reuters, Bloomberg, Blockchain.News, and MIAX
| Angela Yang / NBC News: |
Filing: OpenAI denies liability in a suit alleging ChatGPT gave info about suicide methods to a 16-year-old who died by suicide, arguing he misused the chatbot — The family of Adam Raine filed a lawsuit against the AI company in August. On Tuesday, OpenAI said in a new court filing that is not responsible for the teen's death.| Jordan Novet / CNBC: |
As Microsoft accelerates its AI buildout in rural Wisconsin, one community's vocal opposition led the company to withdraw plans for a proposed data center site — The village of Caledonia, Wisconsin, sandwiched between Chicago and Milwaukee along Lake Michigan, is dotted with corn and soybean fields … | Dwarkesh Patel / Dwarkesh Podcast: |
Q&A with Ilya Sutskever about model jaggedness, why we are moving beyond the “age of scaling”, SSI's plan to straight-shot superintelligence, AGI, and more — “These models somehow just generalize dramatically worse than people. It's a very fundamental thing." — Transcript
More: Implicator.ai. X: @pitdesi, @dwarkesh_sp, @deredleritt3r, @marcosgorgojo, @profarbel, @dileeplearning, @garymarcus, @basedjensen, @nabeelqu, @altryne, @rihardjarc, @dwarkesh_sp, @zephyr_z9, @scobleizer, @zeffmax, @scaling01, @scaling01, @dwarkesh_sp, @seconds_0, @justinlokos, @ylecun, @rasbt, @scaling01, @blerkmerk, @aryomo, @scaling01, @mrpaaradox, and @minqijiang
| Theodore Schleifer / New York Times: |
Sources: a new network of super PACs plans to raise ~$50M to counter the Leading the Future super PAC and back candidates who prioritize AI regulations — As artificial intelligence companies prepare to pour money into the midterm elections, some in the A.I. world are hatching plans of their own to curb the industry's influence.| Oliver Knight / CoinDesk: |
Polymarket says it received an amended US CFTC designation, letting it operate a prediction market in the US with a fully regulated exchange structure — Polymarket's amended CFTC designation paves the way for the prediction-market platform to formally reopen in the U.S. with a fully regulated exchange structure.| PromptArmor: |
How an indirect prompt injection can manipulate Google's Antigravity IDE to invoke a malicious browser subagent and exfiltrate data; Google is working on a fix — An indirect prompt injection in an implementation blog can manipulate Antigravity to invoke a malicious browser subagent in order …
More: Google Bug Hunters, Embrace The Red, WinBuzzer, and Simon Willison's Weblog
X: @bradr, @mattinthemittel, @simonw, @wunderwuzzi23, @lbeurerkellner, @garrytan, @simonw, and @promptarmor. Bluesky: @ramon-astudillo. Forums: Hacker News
| Fortune: |
Paxos acquires Fordefi, a New York-based startup that helps customers store their digital assets, for $100M+; PitchBook: Fordefi was last valued at $83M — Paxos, the veteran stablecoin and blockchain infrastructure firm, is leaning further into DeFi. On Tuesday, the company announced …
More: Paxos, Blockhead, Ventureburn, Cointelegraph, Coinspeaker, Blockonomi, Yahoo Finance, The Block, CoinDesk, FinSMEs, NFTgators, and Crypto Briefing
| Zac Hall / 9to5Mac: |
OpenAI merges ChatGPT's voice mode directly into the main text chat interface by default; users can still switch back to the original, separate voice mode — ChatGPT has an impressive voice mode that offers a very natural, conversational flow. The latest update to ChatGPT now combines voice mode with the main text mode by default.
More: TechCrunch, Tech Times, and Engadget
X: @openai, @therealadamg, @sdw, @simonw, @therealadamg, @altryne, @_simonsmith, @omooretweets, and @signulll. Forums: r/MyBoyfriendIsAI
| Dina Bass / Bloomberg: |
HP reports Q4 revenue up 4% YoY to $14.6B, forecasts FY 2026 profit below est., and plans to cut 4,000-6,000 jobs through FY 2028; HPQ drops 5%+ after hours — HP Inc. gave a profit outlook for current year that fell short of estimates and the company said it will cut 4,000 … | Financial Times: |
Families of October 7 victims sue Binance and Changpeng Zhao in US federal court, alleging Binance facilitated millions in payments to Hamas after October 7 — Crypto tycoon pardoned by Donald Trump faces US court complaint from families of victims of October 7 attack| Kif Leswing / CNBC: |
Dell reports Q3 revenue up 11% YoY to $27.01B, vs. $27.13B est., Infrastructure Solutions revenue up 24% to $14.1B, and Client Solutions revenue up 3% to $12.5B — Dell reported fiscal third-quarter earnings on Tuesday that missed Wall Street expectations for revenue, but the company forecasted …
More: Reuters, Dow Jones Newswires, Bloomberg, Constellation Research, Benzinga, and Reuters
X: @danielnewmanuv, @theaustinlyons, @danielnewmanuv, @benbajarin, and @firstadopter. Forums: r/wallstreetbets
| Pritam Biswas / Reuters: |
Klarna unveils KlarnaUSD, its first stablecoin, currently in testing on Stripe and Paradigm's Tempo blockchain for a planned launch on the mainnet in 2026 — Swedish fintech firm Klarna (KLAR.N) on Tuesday said it will launch a U.S. dollar-backed stablecoin, becoming the latest major payments company …
More: Klarna US, Financial Times, BeInCrypto, CoinJournal, The Information, UPI, Bitcoin Insider, PYMNTS.com, PaymentsJournal, crypto.news, Cointelegraph, Cryptonews, SiliconANGLE, CryptoNinjas, Payments Dive, Coinspeaker, Decrypt, CNBC, The Daily Hodl, Silicon Republic, The Block, Coinpedia Fintech News, CoinDesk, Blockonomi, and Finextra
| Linda Lew / Bloomberg: |
Pony AI's Hong Kong-listed shares rose 6.7% after it said its Guangzhou operations had broken even per car, as it targets a 3,000+ global robotaxi fleet in 2026 — Pony AI Inc. shares rose for a third day in Hong Kong trading, arresting a steep decline since listing three weeks ago …
More: Nikkei Asia, Pandaily, TechCrunch, Pony AI Inc., Automotive World, AIN, and Benzinga
| Emmett Lindner / New York Times: |
Charm.io: TikTok Shop reached $10B+ in US sales across 600K creators between January and October, up from $5B YoY; global sales are on par with eBay's — The popular app's online marketplace is growing rapidly in the United States, driven by TikTok's popularity and influencer advertisements that look a lot like TV infomercials.Sponsor Posts
Okara:
Meet Okara, the AI platform that doesn't train on your data — Chat with 30+ open-source models (Llama, Kimi, Qwen, DeepSeek) through encrypted infrastructure. Used by teams handling proprietary code and strategy.
Meet Okara, the AI platform that doesn't train on your data — Chat with 30+ open-source models (Llama, Kimi, Qwen, DeepSeek) through encrypted infrastructure. Used by teams handling proprietary code and strategy.
Soxton:
AI-powered 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!
AI-powered 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!
Zoho:
Zoho Books Launches CT600 & Final Accounts Filing for Micro-Entities in the UK — Tax compliance is the fulcrum of accounting and Zoho Books has come a long way in helping different business structures in the UK stay compliant with their tax obligations.
Zoho Books Launches CT600 & Final Accounts Filing for Micro-Entities in the UK — Tax compliance is the fulcrum of accounting and Zoho Books has come a long way in helping different business structures in the UK stay compliant with their tax obligations.
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.Featured Podcasts
Access:
Home robots are coming faster than you think, with Sunday's Tony Zhao
A show about the tech industry's inside conversation, hosted by tech reporter Alex Heath and founder whisperer Ellis Hamburger.
Subscribe to Access.
The Nick, Dick and Paul Show:
An Intro to Data Centers
Nick Bilton, Dick Costolo, and Paul Kedrosky pull back the curtain on AI, startups, and the future rushing toward us, all with healthy dose of irreverence.
Subscribe to The Nick, Dick and Paul Show.
Big Technology Podcast:
Google DeepMind CEO Demis Hassabis: AI's Next Breakthroughs, AGI Timeline, Google's AI Glasses Bet
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.
Uncapped with Jack Altman:
Vinod Khosla and Keith Rabois from Khosla Ventures
Conversations with people I admire about things I'm genuinely interested in.
Subscribe to Uncapped with Jack Altman.
Channels with Peter Kafka:
Chuck Klosterman on Why Football Owns TV (and Why It Won't Forever)
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.
Subscribe to Channels with Peter Kafka.
Tools and Weapons with Brad Smith:
Special Edition: Key findings from the Microsoft AI Diffusion Report
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.
Subscribe to Tools and Weapons with Brad Smith.
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