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December 4, 2025, 11:45 AM
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Kurt Wagner / Bloomberg:
Sources: Meta is considering deep budget cuts to its metaverse efforts in 2026, potentially as high as 30% and most likely including layoffs as early as January  —  Meta Platforms Inc.'s Mark Zuckerberg is expected to meaningfully cut resources for building the so-called metaverse …
Mark Gurman / Bloomberg:
Apple confirms that VP of Human Interface Design Alan Dye is leaving the company to join Meta; Tim Cook says Apple UI Designer Stephen Lemay will replace Dye  —  Meta Platforms Inc. has poached Apple Inc.'s most prominent design executive in a major coup that underscores a push …
John Gruber / Daring Fireball:
Apple replacing Alan Dye with career designer Stephen Lemay may fix Jony Ive's mistake of putting Dye, who has a brand and ad background, in charge of UI design  —  In my post earlier today on the then-breaking news that Alan Dye has left Apple to join Meta as chief design officer (a new title at the company 1), I wrote:
Mark Zuckerberg / @zuck@threads.com:
Mark Zuckerberg announces a creative studio in Meta's Reality Labs led by Alan Dye, who will be joined by Senior Director of Apple Design Team Billy Sorrentino
Peter S. Goodman / New York Times:
A look at “TSMC Village” in North Phoenix, as TSMC brings skilled workers from Taiwan who struggle with adapting to a sprawling suburbia and summer temperatures  —  Skilled workers from Taiwan engaged in the chip industry have found ways to ease the transition to America while making an imprint on Greater Phoenix.
Barbara Moens / Financial Times:
The European Commission opens a new antitrust investigation into Meta over its rollout of its AI assistant in WhatsApp; the probe will not fall under the DMA  —  Brussels concerned that US tech group's business terms may prevent competition from third-party AI providers
Stephen Nellis / Reuters:
Nvidia says GB200 Blackwell AI servers, which pack 72 chips in one unit, boost performance 10x over H200 servers for MoE models like Moonshot's Kimi K2 Thinking  —  Nvidia (NVDA.O) on Wednesday published new data showing that its latest artificial intelligence server can improve the performance …
Bloomberg:
Jensen Huang says “we don't know” if China would accept Nvidia's H200 AI chips should the US relax export controls on them, after a meeting with President Trump
Shirin Ghaffary / Bloomberg:
DealBook Summit: Dario Amodei suggests some AI companies are taking on too much risk by “YOLO-ing” and committing to spend hundreds of billions on data centers  —  Anthropic PBC Chief Executive Officer Dario Amodei suggested that some artificial intelligence companies are taking …
Will Douglas Heaven / MIT Technology Review:
OpenAI is testing training LLMs to produce “confessions”, or self-report how they carried out a task and own up to bad behavior, like appearing to lie or cheat  —  OpenAI is testing another new way to expose the complicated processes at work inside large language models.
Sam Sabin / Axios:
The US DOJ indicts two Virginia twin brothers, Muneeb and Sohaib Akhter, for allegedly deleting 96 US government databases while working as Opexus contractors  —  The Justice Department arrested Virginia-based twin brothers who formerly worked at a federal contractor on Wednesday …
The Hacker News:
React discloses a React Server Components flaw that allows unauthenticated remote code execution; Wiz says 39% of cloud environments have vulnerable instances  —  A maximum-severity security flaw has been disclosed in React Server Components (RSC) that, if successfully exploited, could result in remote code execution.
Blake Brittain / Reuters:
A US federal judge rules that OpenAI must produce 20M anonymized ChatGPT chat logs in the copyright lawsuit brought by The New York Times and other news outlets  —  OpenAI must produce millions of anonymized chat logs from ChatGPT users in its high-stakes copyright dispute with the New York Times …
Dwarkesh Patel / Dwarkesh Podcast:
Thoughts on AI progress and why AI labs' actions hint at a worldview in which AI models will continue to fare poorly at generalization and on-the-job learning  —  Why I'm moderately bearish in the short term, and explosively bullish in the long term  —  What are we scaling?
Steven Levy / Wired:
A profile of AI hearing aid startup Fortell, which has raised $150M so far and is targeting affluent clients in NYC with a $6,800 device that uses a custom chip  —  AI-powered startup Fortell has become a secret handshake for the privileged hearing-impaired crowd who swear by the product.
Abner Li / 9to5Google:
Google debuts Workspace Studio, a no-code tool for creating, designing, managing, and sharing AI agents, for users on Business, Education, and Enterprise plans  —  After teasing at I/O 2024 and announcing this April, Google today is launching Workspace Studio as a new automation tool that lets you …
Ece Yildirim / Gizmodo:
DealBook Summit: Palantir CEO Alex Karp says “the more constitutional you want to make” the US' Caribbean boat strikes “the more you're going to need” Palantir  —  Alex Karp vows to use his “whole influence” on immigration and defense policy.  —  Read Later Read Later
Dominic Preston / The Verge:
OnePlus launches US preorders for the $899.99+ OnePlus 15 after receiving FCC clearance, which had been delayed due to the US government shutdown  —  The phone starts at $899.99. … OnePlus has launched its delayed US preorders for the flagship OnePlus 15, almost a month after the phone was revealed.
Berber Jin / Wall Street Journal:
Sources: last summer, Sam Altman reached out to at least one rocket maker, Stoke Space, for OpenAI to secure a controlling stake; the talks are no longer active  —  The OpenAI CEO has publicly talked about the possibility of building ‘a rocket company’ and the potential for developing data centers in space

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From Mediagazer

Benjamin Mullin / New York Times:
Arkansas PBS severs ties with the PBS network, the first state public TV system to do so since Congress cut CPB funds, citing the annual $2M+ membership cost

Sam Roberts / New York Times:
Arthur L. Carter, who started a Connecticut newspaper in 1981, bought and sold The Nation, and founded the New York Observer in 1987, has died at 93

Pamela McClintock / The Hollywood Reporter:
Disney's Zootopia 2 surpasses $1B at the global box office, the fastest PG-rated film to do so after just 17 days in release

More News

AI Alignment Forum:
Google DeepMind's mechanistic interpretability team details why it shifted from fully reverse-engineering neural nets to a focus on “pragmatic interpretability”

Earlier Picks

Humeyra Pamuk / Reuters:
The Trump administration orders enhanced vetting of H-1B applicants and their families for past work in “censorship”, including fact-checking and online safety
Bloomberg:
Intel shelves plans to spin off or sell a stake in its networking division, NEX, after deciding that the business is more likely to succeed as an internal unit
Kelly Cloonan / Wall Street Journal:
Snowflake and Anthropic announce a multiyear $200M deal to make Anthropic's Claude models available on Snowflake's platform and deploy AI agents for enterprises
Reuters:
Microsoft says “aggregate sales quotas for AI products have not been lowered”, following a report that some units lowered sales growth targets for AI products
Arsheeya Bajwa / Reuters:
Micron says it will exit its Crucial consumer business, as it doubles down on advanced memory chips used in AI data centers amid a global supply shortage
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