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December 2, 2025, 4:45 PM
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memeorandum
WeSmirchTop 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 … | Robbie Whelan / Wall Street Journal: |
Amazon launches Trainium3, saying the AI chip is 4x faster than Trainium2 and can cut AI training and operating costs by up to 50% compared to equivalent GPUs — The company will start selling its Trainium3 processors as AI companies are looking to diversify their supply of data-center chips| Will Knight / Wired: |
More: NVIDIA, Benzinga, The New Stack, SiliconANGLE, SiliconANGLE, Implicator.ai, and Analytics India Magazine
| Georgia Butler / DatacenterDynamics: |
| Jordan Novet / CNBC: |
More: SiliconANGLE, Amazon Web Services, TechCrunch, About Amazon, and Amazon Web Services
X: @tcrawford and @sarbjeetjohal
| 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 …
More: Wall Street Journal, The Verge, SFGATE, The Keyword, Washington Examiner, SiliconANGLE, Financial Times, Associated Press, Search Engine Land, Forbes, Reuters, New York Post, Stratechery, ZeroHedge News, DNYUZ, Rohan's Bytes, Android Authority, Semafor, Thurrott, Yahoo Finance, Fortune, CNBC, BMI, The Decoder, Search Engine Journal, Blockonomi, Digit, Quartz, Livemint, BGR, John Battelle's Search Blog, Times of India, eWeek, Tech in Asia, The Economic Times, Wall Street Pit, Windows Central, and Business Insider
X: @kashhill, @steph_palazzolo, @yoda, @amir, @berber_jin1, @swyx, @signulll, @ns123abc, @gavinmakesmemes, @jerrycap, @jessicalessin, and @shakeelhashim
Bluesky: @calbucci.com, @markriedl, @bxe123, @salvagni.org, @carnage4life, @sigkill, and @dmnd.me
Forums: r/Bard and r/BlackboxAI_
| 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.| 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”.
More: LessWrong, Gizmodo, WinBuzzer, and The Decoder
X: @amandaaskell, @repligate, @amandaaskell, @voooooogel, @voooooogel, @richardweiss00, @simonw, and @ahall_research. Bluesky: @timfduffy.com
Forums: Hacker News and Lobsters
| 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.
More: YouTube Official Blog, Google Help Center, PCMag, The Daily Dot, Thurrott, KHOU-TV, TechCrunch, Android Authority, Deadline, 9to5Google, Destructoid, Pocket-lint, MakeUseOf, Dexerto, Search Engine Journal, Android Police, DNYUZ, TechRadar, iPhone in Canada, Variety, Chrome Unboxed, MacRumors, and CNET. X: @mkbhd
| 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.
More: Anthropic, bun.com, Reuters, Simon Willison's Weblog, Adweek, and Blockchain.News
X: @anthropicai, @lydiahallie, and @altryne. Bluesky: @johnspurlock.com. Mastodon: @fasterthanlime@hachyderm.io
Forums: r/ClaudeAI, r/programming, r/bun, and r/webdev
| 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 …
More: Financial Times, The Record, TechCrunch, Forbes, The Guardian, eSecurity Planet, Reuters, Agence France-Presse, DNA India, Analytics India Magazine, 9to5Mac, MediaNama, Tech in Asia, AppleInsider, Engadget, Philip Elmer‑DeWitt, iDrop News, Asia Financial, Outlook Business, iClarified, EasternEye, Macworld, BGR, PocketGamer.biz, and MacRumors
Forums: r/technology and MacRumors Forums
| Sara Fischer / Axios: |
CNN partners with Kalshi to use its real-time prediction data in TV, digital, and social channel reporting, on-air data tickers, analysis, and fact-checking — CNN has stuck a partnership with Kalshi, the world's largest global prediction market company, bringing Kalshi's data … | Michael J. de la Merced / New York Times: |
More: Crunchbase News, The Information, Business Wire, FinSMEs, Wall Street Journal, New York Business Journal, Crypto Briefing, and CoinDesk
X: @hnshah, @hnshah, @cdixon, and @mansourtarek_
Bluesky: @cwarzel and @jonbecker
| 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 …
More: Mistral AI, InsideHPC, Bloomberg, Simon Willison's Weblog, The Register, The Decoder, TechCrunch, CNET, Financial Times, ZDNET, NVIDIA, and CNBC
X: @eliebakouch, @xenovacom, @mistralai, @tanukilabsai, @ollama, @sophiamyang, @teortaxestex, @mistralai, @huggingpapers, @simonw, @cedric_chee, @piotrrmilos, @scaling01, and @dejavucoder
LinkedIn: Christopher Nuland and Perry Savas
| 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.| 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.”
More: OneDell, Bloomberg, RedState, Associated Press, CNN, NewsMax.com, CNBC, Fast Company, Mediaite, NBC News, Observer, Dow Jones Newswires, Financial Times, Politico, UPI, The Hill, Wall Street Journal, Fortune, ZeroHedge News, Pulse 2.0, Business Insider, The Indian Express, Reuters, Axios, Straight Arrow News, DNYUZ, Times of India, The Daily Caller, Washington Examiner, Entrepreneur, Lawyer Monthly, Quartz, New York Post, and The US Sun
X: @michaeldell, @abarrallen, @katies, and @aditishekar
| Jeremy Kahn / Fortune: |
A profile of Dario Amodei and Anthropic, which is on track to hit a nearly $10B annualized run rate by the end of 2025, more than 10x what it generated in 2024 — Dario Amodei is, in his telling, the accidental CEO of an accidental business—one that just happens to be among the fastest-growing on the planet.
More: Australian Financial Review, eWeek, and Inc.com
| 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?
More: crypto.news, BeInCrypto, Cointelegraph, WinBuzzer, and Benzinga
X: @nearcyan, @anthropicai, @hosseeb, @loganzorp, @sirsamjenks, @computerality, @alexhavryleshko, @_0xsnoweth, @trailofbits, @logangraham, @k0nn0v, @jack__sanford, @hrkrshnn, @sjkelleyjr, and @hatforcesec. LinkedIn: Ron F Del Rosario. Bluesky: @vincentab. Forums: Hacker News
| Cate Lawrence / Tech.eu: |
Bending Spoons acquires Eventbrite for ~$500M in an all-cash deal, following its $1.38B purchase of Vimeo and a pending acquisition of AOL — Following billion-dollar moves for Vimeo and a pending acquisition of AOL, the company is betting on Eventbrite's future with a premium all-cash offer and a roadmap to modernise the platform.| 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.
More: Google Cloud Blog, The Information, Amazon Web Services, Google Cloud Blog, The American Bazaar, SiliconANGLE, TVBEurope, and Silicon Republic
X: @andrewcurioso and @rihardjarc
LinkedIn: Brandon Whitelaw, Judy Issa, Norman Billy, Robert Kennedy, and Rich Mogull
| 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.
More: YouTube, Samsung Newsroom, How-To Geek, Mrwhosetheboss on YouTube, Ars Technica, Bloomberg, MobileSyrup, Liliputing, TechEBlog, Tech Advisor, Mashable, Neowin, Digit, Cult of Mac, nextpit, and Lifewire
X: @samsungmobile, @universeice, @cartidise, @iupdate, @universeice, @mrwhosetheboss, @_thejasonc, @techway0, @mkbhd, and @zarifali9. LinkedIn: Prakash Sangam
Forums: r/gadgets, r/Android, r/samsung, and r/GalaxyFold
| Krystal Hu / Reuters: |
US and Israeli cloud data management startup Eon raised $300M led by Gil Capital at a $4B valuation, up from $1.4B in Nov. 2024, taking 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.
More: CTech and VC News Daily
| 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
X: @azaliamirh
| Nilay Patel / The Verge: |
Q&A with IBM CEO Arvind Krishna on why there's no AI bubble, his view that Watson's health care push was “inappropriate”, IBM's quantum computing bet, and more — Today, I'm talking with Arvind Krishna, the CEO of IBM. IBM is a fascinating company.
More: Business Insider. LinkedIn: Kristen Shaughnessy, John Thompson, and Elaine Parr. Bluesky: @reckless
Forums: r/BetterOffline, r/IBM, and Beehaw
| Hayden Field / The Verge: |
A look at Anthropic's societal impacts team, which studies AI's broad societal risks to tackle “inconvenient truths”, beyond typical safety teams at AI startups — Spoiler: the nine-person team works for Anthropic. … One night in May 2020, during the height of lockdown, Deep Ganguli was worried.
Bluesky: @haydenfield
| Axios: |
Sources say President Trump's efforts to block state-level AI regulations through a preemption proposal are facing significant opposition on Capitol Hill — Pressure from President Trump to block state-level AI regulation is falling short on Capitol Hill.| 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 … | 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 … | Globes: |
Israeli startup Zafran, an AI-native threat exposure management service, raised a $60M Series C led by Menlo Ventures, bringing its total funding to $130M — Zafran has also launched its agentic exposure management suite, positioning it to complete the entire end-to-end lifecycle across asset inventory …
More: Menlo Ventures, FinSMEs, and CNBC
Sponsor Posts
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Zoho:
Zoho Books Launches CT600 & Final Accounts Filing for Micro-Entities in the UK — Tax compliance is the fulcrum of accounting and Zoho Books has come a long way in helping different business structures in the UK stay compliant with their tax obligations.
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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.
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