Techmeme
December 2, 2025, 9:05 PM

Top News

Julie Bort / TechCrunch:
Amazon launches Trainium3 UltraServer, a system powered by its 3nm Trainium3 AI training chip, and teases Trainium4, which it says will work with Nvidia's chips  —  Amazon Web Services, which has been building its own AI training chips for years now, just introduced a new version known …
Georgia Butler / DatacenterDynamics:
Will Knight / Wired:
Amazon releases its second-gen Nova AI models, including Nova Lite, Nova Pro, Nova Sonic, and fully multimodal reasoning model Nova Omni, to limited customers  —  Nova Forge lets Amazon's customers train frontier models for different tasks—a potential breakthrough in making AI actually useful for businesses.
Mike Wheatley / SiliconANGLE:
Amazon debuts three frontier agents: Kiro autonomous agent, AWS Security Agent, and AWS DevOps Agent, each focused on a different aspect of software development  —  Amazon Web Services Inc. is using its annual AWS re:Invent 2025 extravaganza this week in Las Vegas to show …
Sri Muppidi / The Information:
Anthropic acquires dev tool maker Bun, a source says for low hundreds of millions, its first acquisition; Claude Code hit $1B in annualized revenue in November  —  Anthropic is in advanced discussions to buy Bun, a maker of software used to run and manage code more efficiently, according to a person with knowledge of the deal.
Jeremy Kahn / Fortune:
More: Australian Financial Review and Inc.com
X: @ajs and @ajsBluesky: @carnage4lifeMastodon: @carnage4life@mas.to
George Hammond / Financial Times:
Sources: Anthropic has tapped a law firm to begin work on its IPO, which could come as soon as 2026, and has held preliminary talks with big investment banks  —  AI start-up picks law firm Wilson Sonsini for what could be one of the largest public offerings ever
More: Reuters
Michael Nuñez / VentureBeat:
Mistral launches Mistral 3, a family of 10 models under the Apache 2.0 license, including its new flagship Mistral Large 3 and nine smaller Ministral 3 models  —  Mistral AI, Europe's most prominent artificial intelligence startup, is releasing its most ambitious product suite to date …
Kif Leswing / CNBC:
Marvell announces a deal to buy Celestial AI for at least $3.25B, expected to close in Q1 2026; the price can rise to $5.5B if Celestial hits revenue targets  —  Semiconductor company Marvell on Tuesday announced that it will acquire Celestial AI for at least $3.25 billion in cash and stock.
Michael J. de la Merced / New York Times:
Prediction market Kalshi raised $1B led by Paradigm at an $11B valuation, up from $5B after its $300M Series D in October, making its co-founders billionaires  —  The fund-raising effort, the company's third this year, values it at $11 billion, and comes amid stiff competition in the increasingly popular industry.
Jess Weatherbed / The Verge:
YouTube launches Recap, which lets users review their most notable video habits over the past year, in the US on desktop and mobile, arriving globally next week  —  The new annual insights feature lets you review your top channels, interests, and other viewing habits.
Jess Weatherbed / The Verge:
Google debuts Android 16 QPR2, a minor update expanding features for notifications, icons, calling screens, and more, marking the end of annual Android releases  —  Switching up the release schedule could bring new features to third-party Android phones much faster.
Simon Willison / Simon Willison's Weblog:
A Claude user gets Claude 4.5 Opus to generate a 14K-token document that Claude calls its “Soul overview”; an Anthropic employee confirms the doc's validity  —  Claude 4.5 Opus' Soul Document.  Richard Weiss managed to get Claude 4.5 Opus to spit out this 14,000 token document which Claude called the “Soul overview”.
Padraic Halpin / Reuters:
Ireland investigates TikTok and LinkedIn over concerns that their illegal content reporting tools are hard to access and don't allow anonymous CSAM reporting  —  Ireland's media regulator began investigations into TikTok and LinkedIn on Tuesday over concerns that their illegal content reporting mechanisms …
Nicholas Kulish / New York Times:
Michael and Susan Dell say they will deposit $6.25B for 25M children, or $250 per investment “Trump account”, comparing the gift to Dell's direct PC sales 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.”
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 …
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?
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 …
Krystal Hu / Reuters:
Cloud data management startup Eon raised $300M led by Gil Capital at a $4B valuation, almost 3X from $1.4B in November 2024, taking its total funding to $500M  —  Cloud data-management startup Eon said it has raised $300 million in a new funding round led by Gil Capital and that its valuation has almost tripled to $4 billion.
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
Anthropic:
Anthropic's employees self-report using Claude in 60% of work and achieving a 50% productivity boost, often using it for debugging and code understanding, more  —  Key findings  —  How is AI changing the way we work?  Our previous research on AI's economic impacts looked at the labor market as a whole …
Jonathan Stempel / Reuters:
Instacart sues New York City to block enforcement of five laws, including rules governing minimum pay for app-based workers and tipping disclosures  —  Instacart sued New York City on Tuesday to block enforcement of five laws affecting the grocery delivery company, including rules governing minimum pay …

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Earlier Picks

Matthew Gault / 404 Media:
Nilay Patel / The Verge:
More: Business InsiderLinkedIn: Elaine Parr, Kristen Shaughnessy, and John ThompsonBluesky: @recklessMastodon: @dyckron@mstdn.ca
Forums: r/BetterOffline, r/IBM, and Beehaw