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Techmeme
December 2, 2025, 12:15 PM
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Julie Bort / TechCrunch:
Amazon launches the Trainium3 UltraServer, powered by the 3nm Trainium3 AI training chip, and teases Trainium4, which will be able to 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 as Trainium3 that comes with some impressive specs.
Jordan Novet / CNBC:
AWS launches DevOps Agent, an AI-enabled tool designed to help clients quickly identify root causes of outages and implement fixes, available in preview  —  Amazon's cloud unit on Tuesday announced AI-enabled software designed to help clients better understand and recover from outages.
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.
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 …
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  —  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.
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.
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.
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 …
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.”
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?
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.
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.
Wall Street Journal:
The Trump administration agrees to inject up to $150M into xLight, which makes 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.
Rebecca Szkutak / TechCrunch:
Nvidia announces Alpamayo-R1, an AI model for autonomous driving research, and calls it the “first industry-scale open reasoning vision language action model”  —  Nvidia announced new infrastructure and AI models on Monday as it works to build the backbone technology for physical AI …
Berber Jin / Wall Street Journal:
Ricursive, founded by ex-Google researchers to automate advanced chip design, raised $35M led by Sequoia at a $750M valuation and plans a product launch in 2026  —  Founded by ex-Google researchers, Ricursive raised $35 million with backing from Sequoia to automate chip design
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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This is a Techmeme archive page. It shows how the site appeared at 12:15 PM 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

Kerry Flynn / Axios:
Samba TV raised up to $60M in venture debt to scale through acquisitions and new AI-powered measurement tools; Samba previously raised $69M in equity funding

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

More News

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

Earlier Picks

Amanda Silberling / TechCrunch:
Marques Brownlee plans to shut down wallpaper app Panels on December 31; Appfigures: Panels reached 900K downloads and users spent $95K since its 2024 launch
Emily Graffeo / Bloomberg:
Vanguard now allows ETFs and mutual funds that primarily hold select cryptocurrencies, like BTC, to be traded on its platform, reversing a longstanding position
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