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November 26, 2025, 1:20 PM
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memeorandum
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| Vlad Savov / Bloomberg: |
Counterpoint: Apple is set to overtake Samsung as the world's largest smartphone maker for the first time since 2011, lifted by the success of iPhone 17 models — Apple Inc. will retake its crown as the world's largest smartphone maker for the first time in more than a decade …
More: Counterpoint Research, Computerworld, Benzinga, Appleosophy, CNBC, Proactive, iPhone in Canada, Android Headlines, iClarified, Sherwood News, Uswitch, PCMag, Dow Jones Newswires, Sam Lover, SamMobile, MacTech.com, MacRumors, Korea Joongang Daily, BGR, Cult of Mac, Android Authority, AppleInsider, The Chosun Daily, Livemint, PhoneArena, Sharecafe, 9to5Mac, and MacDailyNews
X: @thegalox_ and @universeice
Forums: Slashdot and MacRumors Forums
| Andrew Cunningham / Ars Technica: |
In recent months, RAM and SSD prices have surged due to a shortage of memory chips caused primarily by the ongoing AI boom; some RAM kits now cost 3x as much — Some RAM kits are over three times as expensive as they were three months ago. — It's not a bad time to upgrade your gaming PC.
More: iPhone in Canada, GamersNexus, Tom's Hardware, Tom's Hardware, The Overspill, Tom's Hardware, ComputerWeekly.com, The Verge, Notebookcheck, TechRadar, OpenCritic, PCMag, TechPowerUp, and Tom's Hardware
X: @timsweeneyepic, @theo, @2calico, @sivasiann, @theo, @theishikawarin, @beaversteever, @theahmadosman, @zool_smith, and @nib95_
Bluesky: @bookwyrm.art and @breakify
Forums: r/technews, r/technology, r/consoles, r/technology, r/hardware, r/pcmasterrace, r/PS5, r/pcgaming, r/Games, and Ars OpenForum
| Reuters: |
EU member states agree a position on draft child protection legislation without forcing Big Tech to find and remove CSAM; states now negotiate with EU lawmakers — A web camera is seen in front of the displayed words “Child Pornography” in this illustration t - EU says big tech must tackle online child abuse
More: Engadget, Council of the EU, Euractiv, TechRadar, DutchNews.nl, and CCIA
| Jenny Che / Bloomberg: |
The EU says its regulators asked Shein for documents on measures to prevent the exposure of minors to inappropriate content and the circulation of illegal items — Shein is under pressure from the European Union to curb sales of childlike sex dolls and weapons on its third-party marketplace … | 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 …
Source: @nvidianewsroom. More: Tom's Hardware, BBC, Fortune, Business Insider, Times of India, Spyglass, PC Guide, The Indian Express, Semafor, Wall Street Journal, Wall Street Pit, Benzinga, Forbes, The Information, Finbold, The American Bazaar, Financial Times, Bloomberg, and The Information
X: @lulumeservey, @andrew_n_carr, @jack_raines, @ivanthek, @ns123abc, @lulumeservey, @dvassallo, @alexinexxx, @astuyve, @atelicinvest, @giffmana, @lulumeservey, @qcapital2020, @nearcyan, @orphcorp, @litcapital, @alexeheath, @pitdesi, @skiminok, @rahmeljackson, @suchenzang, @bearlyai, @zephyr_z9, @trungtphan, @zephyr_z9, @birdyword, @beffjezos, @amitisinvesting, @arjunality, @levelsio, @buccocapital, @tszzl, @jessicalessin, @joecarlsonshow, @bubbleboi, @patrickmoorhead, @mweinbach, @ayazdanb, @fedemolina, @kylelogiks, @barexamtutor, @vanshkharidia, @mohapatrahemant, @firstadopter, @bigtechalert, @mgsiegler, @stocksavvyshay, @dratchcap, @rihardjarc, and @jimcramer
Forums: r/singularity and Slashdot
| Financial Times: |
Michael Saylor-led Strategy is down 50%+ in the past three months after crypto loses $1T+ in value, as the “digital asset treasury” craze at companies unravels — ‘Digital asset treasury’ craze sours amid $1tn rout in cryptocurrency market — Crypto-hoarding companies …
More: PYMNTS.com, Gizmodo, CoinDesk, Yahoo Finance, crypto.news, and CoinGape
Bluesky: @blackamazon and @insortediaboli
| Hannah Erin Lang / Wall Street Journal: |
Robinhood plans to launch a futures and derivatives exchange with Susquehanna in 2026 and acquires 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| Sam Sabin / Axios: |
The House Homeland Security Committee asks Dario Amodei to testify at a December 17 hearing about how Chinese state actors used Claude Code for cyber-espionage — The House Homeland Security Committee has asked Anthropic CEO Dario Amodei to testify at a Dec. 17 hearing on how Chinese state …
Bluesky: @paulbeckwith and @quinnypig.com
| Angela Yang / NBC News: |
Filing: OpenAI denies liability in a lawsuit alleging ChatGPT gave a teen who died by suicide information about suicide methods, arguing that he misused ChatGPT — 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.
More: The Guardian, DNYUZ, Bloomberg, OpenAI, WinBuzzer, Newser, Gizmodo, Digit, and The Independent
Bluesky: @shiraovide, @vortexegg.com, @kevincollier, and @bengoggin
| 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: eWeek, TechCrunch, Caixin Global, Tech in Asia, Reuters, Pandaily, Nikkei Asia, and Pony AI Inc.
| Melissa Heikkilä / Financial Times: |
MIT and Hugging Face study: the share of downloads of Chinese-made open AI models rose to 17% in the past year, surpassing US developers' 15.8% share, a first — Beijing-backed technology gains ground as American giants hold fast to ‘closed’ AI strategies — China has overtaken the US …
More: CNBC, VC Cafe, and Fortune
Bluesky: @mugrimm, @sensehofstede.nl, @justinhendrix, and @matthewcort.land
Forums: Hacker News and r/science
| Bloomberg: |
Naver agrees to acquire Dunamu, which runs South Korea's biggest crypto exchange Upbit, in a $10.3B all-stock deal; Upbit has 80%+ market share in South Korea — Naver Corp. agreed to acquire Dunamu Inc., operator of South Korea's biggest crypto exchange Upbit, in an all-stock deal valued … | 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 … | Joe Schulz / WPR: |
| Qianer Liu / The Information: |
Sources: ByteDance bought more Nvidia chips than any other Chinese company in 2025, but Chinese regulators now block it from using the chips in new data centers — ByteDance bought more Nvidia chips than any other Chinese company in 2025, according to three people with direct knowledge of its purchases.
More: Reuters, Proactive, Implicator.ai, TipRanks Financial, and Crypto Briefing. Bluesky: @carlquintanilla
| Bloomberg: |
Some food bloggers warn Google's AI Overviews and AI food pictures are burying their real, tested recipes, setting home cooks up for disaster this Thanksgiving — Food bloggers see traffic dip as home cooks turn to AI, inspired by impossible pictures — Eb Gargano has been writing recipes …
More: Futurism, Implicator.ai, Forbes, Moneycontrol, Gizmodo, NextDraft, and Search Engine Land
X: @chafkin and @smmarotta
Bluesky: @mims, @paleofuture, @shiraovide, @hcexvangelical, @robpegoraro.com, @nowletmebeclear, @rusty.todayintabs.com, and @cynthiasaysboo. Forums: r/technology
| Bill Toulas / BleepingComputer: |
watchTowr: 80K+ sensitive credentials were found via publicly accessible “Recent Links” pages on online code formatting tools JSONFormatter and CodeBeautify — Thousands of credentials, authentication keys, and configuration data impacting organizations in sensitive sectors … | The Star: |
Malaysia's Johor state, which has approved 51 data centre projects as of November, stops approvals for new low-tier data centers citing high water consumption — JOHOR will stop approving applications for Tier 1 and Tier 2 data centres due to their massive water consumption, which can reach up to 50 million litres a day.| CNBC: |
PitchBook: US AI and robotics VC deals are up over 4x since 2023 to $160B+ so far in 2025, while comparable China deals are just $10B+, up from $9.24B in 2023 — The big story — Sitting in his new Beijing office, AI2 Robotics Founder and CEO Eric Guo wistfully reflected on fundraising challenges … | 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, CMU, Music Ally, Suno, Warner Music Group, The Guardian, eWeek, MediaNama, Silicon Republic, Tech Times, The Hollywood Reporter, Engadget, The Verge, The Economic Times, SiliconANGLE, DNYUZ, Digital Music News, Los Angeles Times, RTÉ, Forbes, WinBuzzer, Rolling Stone, Variety, Wall Street Journal, TechCrunch, The Wrap, The Boston Globe, Billboard, and Reuters
X: @ednewtonrex, @buckymoore, @nayakkayak, @koltregaskes, @koltregaskes, @koltregaskes, @matdryhurst, @future_of_music, @mattvidpro, @mikeyshulman, @gavinpurcell, @scottbelsky, @hersh_desai, and @mignano. LinkedIn: Randy Nichols
Bluesky: @reckless and @caseynewton
| Kristin Robinson / Billboard: |
More: Fortune, Music Ally, and Gizmodo
X: @ednewtonrex, @ednewtonrex, @opiumhum, @kevinbrennanmp, @ednewtonrex, and @ednewtonrex. Forums: r/technology
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