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December 2, 2025, 6:25 AM
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Top News

Juli Clover / MacRumors:
Apple says AI chief John Giannandrea is stepping down and will retire in 2026; ex-Microsoft executive Amar Subramanya will lead AI, reporting to Craig Federighi  —  Apple AI chief John Giannandrea is stepping down from his position and retiring in spring 2026, Apple announced today.
The Information:
Internal memo: OpenAI CEO Sam Altman declares a “code red” to shift more resources into improving ChatGPT amid rising competition, delaying other plans like ads  —  OpenAI CEO Sam Altman on Monday told employees he was declaring a “code red” to marshall more resources to improve ChatGPT …
Ben Thompson / Stratechery:
Google, with its structural advantages, is a threat for both OpenAI and Nvidia; OpenAI has a real moat with 800M+ ChatGPT users, but needs an advertising model  —  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.
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:
Samsung says the Galaxy Z TriFold will go on sale in South Korea on December 12 for ~$2,440, in China later in 2025, and in the US as early as Q1 2026
Ryan Christoffel / 9to5Mac:
AWS and Google Cloud announce a jointly built multicloud networking solution and a new 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.
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.
Anthropic:
Study: using the SCONE-bench benchmark of 405 smart contracts, Claude Opus 4.5, Sonnet 4.5, and GPT-5 found and developed exploits collectively 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?
Reuters:
Sources: Apple doesn't plan to comply with India's mandate to preload a state-owned cyber safety app on iPhones and will raise its concerns with 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 …
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.
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 …
Stephen Alpher / CoinDesk:
Michael Saylor's Strategy creates a $1.44B “US dollar reserve” funded by stock sales after cutting full-year profit and bitcoin yield targets due to price drops  —  Led by Executive Chairman Michael Saylor, the company also added to its bitcoin holdings last week, bringing its total stack to 650,000 BTC.
Michael J. de la Merced / New York Times:
OpenAI takes a stake in Thrive Capital's Thrive Holdings and says it will embed agents in its companies, which already include an accounting and an IT business  —  The move by the parent company of ChatGPT is meant to help imbue Thrive Holdings' accounting and I.T. services companies with artificial intelligence tools.
Alex Heath / Sources:
Memo: Adam Mosseri asks Instagram US staff to return to office five days per week from February 2026; sources: it is the first such mandate for a big Meta unit  —  Read Adam Mosseri's internal memo announcing a full return to the office five days a week, fewer meetings, and fewer decks.
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

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From Mediagazer

Dominick Mastrangelo / The Hill:
President Trump told reporters “it's imperative” for CNN to be sold: “Any deal it should be guaranteed and certain that CNN is part of it or sold separately”

David Bauder / Associated Press:
The NYT says it won't be deterred in its work after Trump posted on Truth Social that reporting by The NYT and others about his health was “seditious”

Kara Voght / Washington Post:
A profile of Brian Glenn, Real America's Voice WH reporter and Rep. Marjorie Taylor Greene's boyfriend, who is giving up his WH gig after the Trump-MTG split

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
Liz Napolitano / CNBC:
Kalshi says users can now trade tokenized versions of their wagers on Solana, in a bid to court crypto holders; Polymarket already allows on-chain trading

Earlier Picks

Dan Primack / Axios:
The reaction to NYT's David Sacks story aside, Sacks is pushing policies to help the US win the AI race, which also benefit him, his allies, and even his foes
Saritha Rai / Bloomberg:
DeepSeek releases DeepSeek-V3.2 and DeepSeek-V3.2-Speciale, which it calls “reasoning-first models built for agents”, after releasing V3.2-Exp in September
Ashley Capoot / CNBC:
Runway debuts the Gen-4.5 AI video generation model, highlighting its physical accuracy; it holds the top spot on Artificial Analysis' Video Arena leaderboard
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