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December 1, 2025, 1:35 AM
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memeorandum
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| New York Times: |
How David Sacks' work on AI and crypto in Trump's White House benefits his investments, those of his Silicon Valley friends, and the All-In podcast he co-hosts — In July, David Sacks, one of the Trump administration's top technology officials, beamed as he strode onstage at a neoclassical auditorium just blocks from the White House.
More: Cointelegraph, The Wrap, Raw Story, Music Technology Policy, TechCrunch, The Nerd Reich, Alternet.org, and No More Mister Nice Blog
X: @davidsacks, @elonmusk, @davidmarcus, @avindman, @markhalperin, @mauerback, @gavinsbaker, @benioff, @colmoedavis, @neeratanden, @jonlemire, @basuashis, @nrmarda, @danprimack, @jason, @silvermanjacob, @atlantatech, @amycoplan, @jillgeisler, @pmarca, @colmoedavis, @jason, and @micyoung75
Bluesky: @michaeljstern, @sethabramson, @torrleonard, @paulthedogman, @andrewchak, @justinhendrix, @markriedl, @krishnan, @maxberger, @michaelsderby, @whodat35, @sccdp, @carlquintanilla, @newsjennifer, and @fuzzygroup. Threads: @karaswisher
Mastodon: @dangillmor@mastodon.social and @carnage4life@mas.to
Forums: Hacker News, r/TheAllinPodcasts, r/technology, r/NVDA_Stock, and r/politics
| Dylan Patel / SemiAnalysis: |
An in-depth look at TPUv7 Ironwood, the latest generation of Google's TPU, and how it positions Google as a serious challenger to Nvidia's AI chip dominance — Potential End of the CUDA Moat?, Anthropic's 1GW+ TPU Purchase, The more (TPU) Meta/SSI/xAI/OAI/Anthro buy the more (GPU capex) …
More: Rohan's Bytes and The Decoder
| Sohee Kim / Bloomberg: |
South Korean authorities are investigating a data leak at e-commerce giant Coupang that exposed ~33.7M accounts; the country has a population of 51.7M — South Korean authorities are investigating a data leak at online retailer Coupang Inc. that exposed about 33.7 million accounts …
More: Reuters, Livemint, Taipei Times, The Korea Times, Korea Joongang Daily, Tech in Asia, Forbes Middle East, THE INVESTOR, and KED Global. Forums: r/news
| Financial Times: |
OpenAI faces rising pressure from rivals three years after ChatGPT's debut; Similarweb says Gemini users chat longer per visit than ChatGPT and Claude users — Three years since the debut of ChatGPT, the $500bn start-up is facing significant challenges to its dominance in AI
More: TechCrunch, Simon Willison's Weblog, Moneycontrol, Bloomberg, Semafor, Axios, TechRadar, Shelly Palmer, and Bloomberg
| Michael Acton / Financial Times: |
Q&A with ex-Intel CEO Pat Gelsinger on the “decay” at Intel, the Chip Act's terrible execution, the irony of Lip-Bu Tan broadly following his strategy, and more — The executive on the ‘hideous’ implementation of the 2022 Chips Act, his new role heading up a Christian AI platform …
More: CNBC and Wccftech
X: @joehas. LinkedIn: Michael Acton. Mastodon: @ampressman@journa.host. Forums: r/NvidiaStock, r/Amd_Intel_Nvidia, and r/AIDangers
| NBC News: |
US startups are increasingly adopting Chinese open source AI models, as some capabilities of Chinese models start to catch up with those of frontier US labs — AI startups are seeing record valuations, but many are building on a foundation of cheap, free-to-download Chinese AI models.
X: @adinayakup, @slow_developer, @fractionai_xyz, @askperplexity, @typewriters, @bindureddy, and @ashleevance
Forums: r/accelerate, r/technology, and r/LocalLLaMA
| Corinne Reichert / CNET: |
How Animaj, a startup in Disney's Accelerator Program, uses AI to drastically speed up the animation process, while also claiming to let artists stay in control — Disney checked out “thousands of AI companies” before backing one that keeps animators in the driver's seat.| Jonathan Kemper / The Decoder: |
Alibaba Technical Report: Qwen3-VL beats GPT-5 and Gemini 2.5 Pro on visual tasks and has 100% accuracy on “needle-in-a-haystack” tests for 30-minute videos — A few months after launching Qwen3-VL, Alibaba has released a detailed technical report on the open multimodal model.
More: arXiv.org, Implicator.ai, Simon Willison's Weblog, and Unite.AI
| Alexandra Wexler / Wall Street Journal: |
How a Chinese entrepreneur amassed 10M+ IPv4 addresses, mostly from Africa, to lease them outside Africa, leaving African ISPs struggling to expand capacity — Chinese entrepreneur stirs controversy by amassing millions of IP addresses and leasing them to companies outside Africa; internet-service providers cry foul
Bluesky: @bottleofstars and @lifewinning.com
| Tim Balk / New York Times: |
New York becomes the first US state to require retailers to disclose use of algorithmic pricing tied to personal data; 10+ states are considering similar bills — The new law seeks to prevent retailers from ripping off consumers by using artificial intelligence and their personal data to charge them higher prices.
More: PYMNTS.com, Governor Kathy Hochul, Insurance Journal, and TechCrunch
| Reuters: |
China's central bank reaffirmed its stance on crypto, calling virtual currency activity illegal and saying stablecoins fail KYC and anti-money-laundering rules — China's central bank reaffirmed its tough stance on virtual currencies on Saturday, warning of a resurgence in speculation … | Richard Nieva / Forbes: |
Anthropic says over 60% of its business customers use more than one Claude product, a trend it began noticing after Claude Code's rise in popularity — Mike Krieger, who cofounded Instagram before joining Anthropic last year, wants the AI giant's Claude model to power workflows across entire companies.| Cory Weinberg / The Information: |
Sources: Databricks is raising $5B at a $134B valuation, expects sales to grow 55% in 2025 to $4.1B, and is operating at roughly breakeven — Databricks CEO Ali Ghodsi has been more vocal than other Silicon Valley executives about the dangers of an AI bubble.| Matthew Hutson / IEEE Spectrum: |
Researchers unveil PropensityBench, a benchmark showing how stressors like shorter deadlines increase misbehavior in agentic AI models during task completion — Shortened deadlines and other stressors caused misbehavior — Several recent studies have shown that artificial-intelligence …
More: arXiv.org, SEAL Leaderboard, and Scale AI
X: @scale_ai, @scale_ai, @scale_ai, @ieeespectrum, @thisiscetin, and @silverjacket
LinkedIn: Furong Huang, Udari Madhushani Sehwag, and Dr. Jai Ganesh
Sponsor Posts
ElevenLabs:
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Intel:
5G's most deployed platform — Powering live networks with built-in Inference across Core and RAN. That's the power of Intel Inside®
5G's most deployed platform — Powering live networks with built-in Inference across Core and RAN. That's the power of Intel Inside®
Zoho:
Accessibility in Zoho People: Our commitment to an inclusive HR experience — According to a recent statistic, nearly 1.3 billion people live with a disability. In 2024, the employment rate for working-age people …
Accessibility in Zoho People: Our commitment to an inclusive HR experience — According to a recent statistic, nearly 1.3 billion people live with a disability. In 2024, the employment rate for working-age people …
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
The Social Radars:
Paul Graham, Founder, Y Combinator
Come be a fly on the wall as Y Combinator's Jessica Livingston and Carolynn Levy talk to some of the most successful founders in Silicon Valley about how they did it.
Subscribe to The Social Radars.
The Upstarts Podcast:
Star Catcher's Andrew Rush: Harnessing The Sun To Build The First Energy Grid In Space
Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI, design, nuclear energy, space, and more.
Subscribe to The Upstarts Podcast.
The Nick, Dick and Paul Show:
Why Countries Go to War
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.
Great Chat:
Are startup HR teams okay?
A podcast mostly about tech. Brought to you weekly by Angela Du, Sally Shin, Mac Bohannon, Helen Min, and Ashley Mayer.
Subscribe to Great Chat.
The Talk Show With John Gruber:
'The Pogue Feature', With David Pogue
The director's commentary track for Daring Fireball. Long digressions on Apple, technology, design, movies, and more.
Subscribe to The Talk Show With John Gruber.
Tools and Weapons with Brad Smith:
Everybody Goes Home: How technology is helping prevent wildfires from spreading
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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