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December 2, 2025, 10:00 AM
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The Information:
Internal memo: OpenAI CEO Sam Altman declares a “code red” to shift more resources to improve ChatGPT amid rising competition, delaying other plans, like ads  —  OpenAI CEO Sam Altman on Monday told employees he was declaring a “code red” to marshal more resources to improve ChatGPT …
Ben Thompson / Stratechery:
Google, with its structural advantages, is a threat to both OpenAI and Nvidia; OpenAI has a meaningful moat with 800M+ ChatGPT users, but must monetize via ads  —  OpenAI and Nvidia are both under threat from Google; I like OpenAI's chances best, but they need an advertising model to beat Google as an Aggregator.
Juli Clover / MacRumors:
Apple says AI chief John Giannandrea is stepping down and will retire in spring 2026; ex-Microsoft CVP Amar Subramanya takes over, reporting to Craig Federighi  —  Apple AI chief John Giannandrea is stepping down from his position and retiring in spring 2026, Apple announced today.
Reuters:
Sources: Apple plans to not comply with India's mandate to preload a state-owned cyber safety app on all smartphones and will convey its concerns to New Delhi  —  Apple (AAPL.O) does not plan to comply with a mandate to preload its smartphones with a state-owned cyber safety app and will convey …
Allison Johnson / The Verge:
Samsung unveils the Galaxy Z TriFold, with a 6.5" outer screen, a 10" inner screen, a Snapdragon 8 Elite for Galaxy SoC, and a 3.9mm body at its thinnest point  —  It's really called the TriFold and it's really coming to the US. … It'll launch first in Korea on December 12th, with a US launch planned for the first quarter of 2026.
Heekyong Yang / Reuters:
The Galaxy Z TriFold will go on sale in South Korea on December 12 for ~$2,440, in China, Singapore, Taiwan, and the UAE later in 2025, and in the US in Q1 2026
Nicholas Kulish / New York Times:
Michael and Susan Dell say they will deposit $250 in individual investment accounts for 25M kids, totaling $6.25B, comparing the gift to Dell's direct model  —  The tech billionaire and his wife hope other philanthropists follow their $6 billion lead in expanding the reach of soon-to-be-created “Trump accounts.”
Simon Willison / Simon Willison's Weblog:
A Claude user gets Claude 4.5 Opus to generate a 14,000-token document that Claude calls its “Soul overview”; an Anthropic staffer confirms its authenticity  —  This appeared to be a document that, rather than being added to the system prompt, was instead used to train the personality of the model during the training run.
Ryan Christoffel / 9to5Mac:
AWS and Google Cloud announce a jointly-built multicloud networking solution and an open interoperability spec; AWS plans a rollout with Azure “later in 2026”  —  Outages at major web hosts can have huge impacts across society, as we see often such as with the recent Cloudflare outage.
Anthropic:
Study: using the SCONE-bench benchmark of 405 blockchain smart contracts, Claude Opus 4.5, Claude Sonnet 4.5, and GPT-5 developed exploits together worth $4.6M  —  AI models are increasingly good at cyber tasks, as we've written about before.  But what is the economic impact of these capabilities?
Wall Street Journal:
The Trump administration agrees to inject up to $150M in xLight, which develops lasers for EUV machines and has Pat Gelsinger on its board, for an equity stake  —  XLight to get up to $150 million to develop ultraprecise lasers for squeezing more circuits onto semiconductors
Matthew Gault / 404 Media:
Polymarket's Ukraine war betting, based on ISW's map, generated $1M+ in volume for “Will Russia capture Myrnohrad?”; an “unauthorized” map edit resolved the bet  —  A live map that tracks frontlines of the war in Ukraine was edited to show a fake Russian advance on the city of Myrnohrad on November 15.
Angel Au-Yeung / Wall Street Journal:
A profile of Cursor CEO Michael Truell, a 25-year-old who started building the AI coding tool in 2023, as some question Cursor's reliance on third-party models  —  Cursor, which launched one of the fastest-growing AI tools of all time, is at the center of the boom-or-bust debate in Silicon Valley
Amanda Silberling / TechCrunch:
Marques Brownlee plans to shut down wallpaper app Panels on December 31; Appfigures: Panels had 900K downloads and $95K in user spending since its 2024 launch  —  Tech YouTuber Marques Brownlee, or MKBHD, announced on Monday that his phone wallpaper app Panels is shutting down.
Ben Jiang / South China Morning Post:
Chinese short-video company Kuaishou launches Kling Video O1, saying it is the first multimodal AI model to unify video generation, editing, and post-production  —  Kuaishou expects the new model's abilities to drive its adoption by filmmakers, production studios, advertisers and influencers
Liana Baker / Bloomberg:
Vista Equity-backed infrastructure software company LogicMonitor acquires Catchpoint, which monitors user experiences across the internet, for $250M+ in cash  —  Vista Equity Partners-backed infrastructure software company LogicMonitor is acquiring the startup Catchpoint for more than $250 million in cash.
Emily Graffeo / Bloomberg:
Vanguard now allows ETFs and mutual funds that primarily hold cryptocurrencies to be traded on its platform, reversing a longstanding position  —  Vanguard Group, the world's second-largest asset manager, has decided to allow ETFs and mutual funds that primarily hold cryptocurrencies …

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About This Page

This is a Techmeme archive page. It shows how the site appeared at 10:00 AM ET, December 2, 2025.

The most current version of the site as always is available at our home page. To view an earlier snapshot click here and then modify the date indicated.

From Mediagazer

Committee to Protect Journalists:
After the building fire, Hong Kong summoned AFP, FT, NYT, AP, Bloomberg, and WSJ journalists, telling them to avoid “trouble making”, and arrested a commentator

Alex Weprin / The Hollywood Reporter:
The Academy reports fiscal 2025 revenues of $269.2M, up from $263.1M in 2024, after cutting expenses from $220.1M to $208.1M; Oscars revenue grew to $150.5M

Matt Donnelly / Variety:
A look at the auction for the Oscars' TV rights, as sources say Netflix is out, NBCUniversal gains ground, and YouTube and ABC remain active bidders

More News

Neil J Kanatt / Reuters:
Shopify says it fixed an issue in its login authentication flow, resolving a December 1 outage that left some merchants unable to log in or access POS systems

Earlier Picks

Alex Heath / Sources:
Adam Mosseri memo: Instagram US staff must return to the office five days per week from February 2026; sources: it is the first such mandate for a big Meta unit
Stephen Alpher / CoinDesk:
Michael Saylor's Strategy creates a $1.44B “USD Reserve” funded via stock sales, after cutting its full-year profit and bitcoin yield targets due to BTC's drop
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