Techmeme
December 4, 2025, 10:05 PM

Top News

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 …
Mike Isaac / New York Times:
Meta says it is shifting some of its investment from metaverse toward AI glasses and wearables, and “we aren't planning any broader changes than that”  —  Meta plans to direct its investments to focus on wearables like its augmented reality glasses but does not plan to abandon building the metaverse.
Kif Leswing / CNBC:
Apple says Meta Chief Legal Officer Jennifer Newstead will become its general counsel in March; Meta says it is actively searching for her replacement  —  Apple's general counsel, Kate Adams, and its vice president for environment, policy, and social initiatives, Lisa Jackson, will retire from Apple, the company announced on Thursday.
Abner Li / 9to5Google:
Google rolls out Gemini 3 Deep Think to Google AI Ultra subscribers in the Gemini app, after saying in November it needed “extra time for safety evaluations”  —  After previewing last month with the launch of Gemini 3 Pro, the new Deep Think mode is now available for Google AI Ultra subscribers.
Will Oremus / Washington Post:
Two studies suggest AI chatbots can shift political views more effectively than TV campaign ads, especially by presenting many claims, regardless of accuracy  —  New research suggests AI chatbots can shift people's political views more effectively than campaign ads on TV.
Reuters:
Russia's Roskomnadzor says it has blocked FaceTime in Russia, claiming the service is being used to organize and “carry out terrorist attacks in the country”  —  Russia has blocked Apple's (AAPL.O) video-calling app FaceTime, the state communications watchdog said on Thursday …
Boaz Sobrado / Forbes:
A Polymarket trader netted $1M+ in 24 hours, mostly by placing suspiciously accurate bets on Google's 2025 Year in Search rankings  —  Boaz Sobrado is a fintech leader and entrepreneur.  —  A Polymarket trader known as AlphaRaccoon has ignited controversy after allegedly netting over $1 million …
Jay Peters / The Verge:
Sarah Perez / TechCrunch:
Apple announces its 2025 App Store Award winners and names visual planner Tiimo as the iPhone App of the Year; many of the winning apps have AI integrations  —  Apple on Thursday shared its annual list of App Store Award winners, continuing its tradition of celebrating the best apps and games of the past year.
Jordan Novet / CNBC:
Microsoft will increase prices for commercial Office subscriptions on July 1, 2026, including a 33% jump for front-line worker plans like Microsoft 365 F1  —  Microsoft said Thursday that it will increase the prices of Office productivity software subscriptions for commercial and government clients on July 1.
Peter S. Goodman / New York Times:
How TSMC, Intel, and Amkor are transforming Phoenix into a US chip hub, investing tens of billions and illustrating the difficulties of large-scale US projects  —  The transformation of Phoenix into a semiconductor hub by Taiwan's TSMC illustrates the difficulties of large-scale projects in the United States.
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.
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
Christina Kyriasoglou / Bloomberg:
Phia, founded by Bill Gates' daughter Phoebe to develop an AI search engine accessed via an extension for Chrome and Safari, raised $30M at a $180M valuation  —  Phoebe Gates, daughter of Microsoft Corp.'s billionaire founder Bill Gates and Melinda French Gates, is raising $30 million …
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 …
Sarah Perez / TechCrunch:
Meta launches a centralized support hub for Facebook and Instagram, with AI-powered search and an AI assistant to answer queries, in its iOS and Android apps  —  Meta is launching a new centralized support hub for Facebook and Instagram users, the company announced on Thursday …
Jacob Bogage / Washington Post:
Sources: Amazon, the USPS' top customer, providing $6B+ in 2025 revenue, is considering ending its deal at the end of 2026 and expanding its US delivery network  —  Amazon has long been the Postal Service's top customer, providing more than $6 billion in annual revenue to the agency in 2025.
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.
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?
The Information:
Sources: Fluidstack, an AI cloud provider that is aiding Google's effort to expand access to its TPUs, is in talks to raise $700M+ led by Situational Awareness  —  Fluidstack, a cloud provider aiding Google's AI chip push, is in talks to raise more than $700 million in new financing, according to two people with knowledge of the deal.

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Featured Podcasts

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Sources:
Baseten's CEO on why every company will want to own its AI
Candid conversations with the leaders shaping what's next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a decade.
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Box's Aaron Levie: On Reinventing Yourself in the AI Age and Enterprise Diffusion
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Conversations with people I admire about things I'm genuinely interested in.
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Earlier Picks

John Gruber / Daring Fireball:
Barbara Moens / Financial Times: