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December 13, 2025, 12:35 PM
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| Isabelle Lee / Bloomberg: |
Seagate and Western Digital, with stocks each up 200%+ in 2025, will join Nasdaq 100 before the December 22 market open; GlobalFoundries will leave the index — Six firms are set to join the Nasdaq 100 Index as part of its annual reconstitution, the benchmark's overseer said Friday.
More: CoinDesk, DL News, Nasdaq, Reuters, and Dow Jones Newswires
| Robin Wigglesworth / Financial Times: |
Cisco's stock touched a new record high of $80.25 on December 10, surpassing its previous split-adjusted high of $80.06 on March 27, 2000; CSCO is up 31.64% YTD — 🥳🥳🥳🥳🥳 — It only took 25 years, eight months and 13 days, but the stock of Cisco Systems finally hit a new record high.
More: Bloomberg, CNBC, Barchart.com, and Barron's Online
| Simon Willison / Simon Willison's Weblog: |
OpenAI quietly adopted Anthropic's “skills” mechanism in ChatGPT and Codex; ChatGPT's skills include creating and modifying spreadsheets, docx files, and PDFs — One of the things that most excited me about Anthropic's new Skills mechanism back in October is how easy it looked for other platforms to implement.
More: WinBuzzer, The Decoder, and GitHub
X: @morqon, @natebjones, @simonw, @simonw, @nummanthinks, @simonw, @simonw, @_simonsmith, @simonw, @simonw, @joedevon, and @mweinbach. Forums: Hacker News
| Sarah Holder / Bloomberg: |
A look at Netflix House in Philadelphia, a new 100K sq. ft. location for in-person experiences, which resembles a Disneyland attraction and a Dave & Buster's — The entertainment company's new “Netflix House” experience is bringing the brand's shows into former department stores.| Jamie Tarabay / Bloomberg: |
Sources: The Trump administration is drafting a new cyber strategy that would enlist private companies to mount offensive cyberattacks on foreign adversaries — President Donald Trump's administration is preparing to turn to private businesses to help mount offensive cyberattacks … | Financial Times: |
Sources: private capital giant Apollo Global has shorted loans and rapidly cut exposure to the enterprise software sector in 2025 amid concerns over AI threat — Private capital giant shorted loans and cut exposure to sector amid concerns over threat from AI| Ben Cohen / Wall Street Journal: |
A profile of Nex, which makes the $249 Nex Playground motion-based gaming system targeted toward kids and projects more than $150M of sales this year — How an obscure company pivoted, then pivoted again, nearly ran out of money—and built a hit product
LinkedIn: Tony Sung and Helena Ngo
| Financial Times: |
OpenAI hopes the Disney deal boosts Sora, which has high costs and limited traction; Sensor Tower: users average 13 minutes per day on Sora vs. 90 on TikTok — Sora has struggled to build an engaged audience despite already hosting bootleg content from the Hollywood studio
More: Nikkei Asia, MediaNama, and Communicate Online
| Semafor: |
In a letter to the Trump administration, the GOP Senatorial Committee Chair Sen. Tim Scott said the Netflix-WBD deal raises “significant antitrust problems” — THE SCOOP — A key Republican senator Friday joined the mounting opposition in Washington to Netflix's takeover of Warner Bros. Discovery.| Mark Haranas / CRN: |
Indian IT giant TCS agrees to acquire Coastal Cloud, a Florida-based Salesforce consulting partner, for $700M, in a bid to boost its AI and US customer business — Tata Consultancy Services is buying U.S.-based Salesforce Summit Partner Coastal Cloud for $700 million to boost its global presence and AI business.
More: Tata Consultancy Services, Moneycontrol, Free Press Journal, Livemint, Trak.in, Coastal, Business Standard, Business Standard, The Hindu, The Economic Times, Salesforce Ben, VCCircle, TechCircle, The American Bazaar, Times of India, Analytics India Magazine, Fortune India, NDTV Profit, Verdict, and Constellation Research
| Dina Bass / Bloomberg: |
Broadcom's shares fell 11% on December 12, their biggest single-day drop since January, after the company's AI sales outlook fell short of investor expectations — Broadcom Inc., a chip company vying with Nvidia Corp. for AI computing revenue, suffered the worst stock decline in more than 10 months …
More: The Motley Fool, Taipei Times, TVNewsCheck, Heatmap News, CNBC, Benzinga, Barron's Online, and Proactive
| Gene Maddaus / Variety: |
Google has removed dozens of AI videos from YouTube that depicted Disney characters, after Disney sent a cease-and-desist letter flagging the links — Disney flagged the YouTube links to the videos in its letter, and demanded that Google remove them immediately.
More: Mashable, Far Out Magazine, TechCrunch, The Hans India, Unite.AI, and Business Today. Bluesky: @carnage4life
| Bloomberg: |
Sources: Intel is in advanced talks to acquire AI chip startup SambaNova for about $1.6B including debt; the deal could come together as soon as next month — Intel Corp. is in advanced talks to acquire artificial intelligence chip startup SambaNova Systems Inc. for about $1.6 billion including debt …
More: The Economic Times, Tech in Asia, SiliconANGLE, and Dow Jones Newswires
| Gerrit De Vynck / Washington Post: |
Trump's AI executive order directs federal agencies to look into withholding federal funding from states passing “the most onerous and excessive laws” around AI — The new executive order comes as a growing group of Republicans criticize Trump's staunch support of the tech industry's ambitions for artificial intelligence.
More: Techdirt, The Guardian, Axios, Ars Technica, San Francisco Examiner, naked capitalism, StrictlyVC, Benzinga, Wired, Hard Reset, Associated Press, CIO Dive, Breitbart, Above the Law, Sludge, American Banker, The Wrap, NPR, Fierce Network, Mock Paper Scissors, PCMag, PBS NewsHour, Engadget, Roll Call, and Tech Policy Press
| Bloomberg: |
More: Fox News, The Record, NPR, Northeastern Global News, AfroTech, Deseret News, CNBC, Crypto Briefing, Public Citizen, The American Bazaar, CBS News, The Information, Implicator.ai, STAT, The American Conservative, Tech in Asia, Axios, InsideAIPolicy.com, Baller Alert, BBC, and Music Technology Policy
X: @mrddmia and @davidsacks
| Loren Grush / Bloomberg: |
Internal message: SpaceX has authorized an insider share sale at $421/share, valuing the company at ~$800B, and said it's preparing for a possible IPO in 2026 — SpaceX has authorized an insider share sale that values Elon Musk's rocket and satellite maker at about $800 billion … Sponsor Posts
Command Line:
Beyond violation rates: Are your AI evaluations measuring the right things? — Structured eval design can improve both the breadth of behaviors tested and the interpretability of resulting failures.
Beyond violation rates: Are your AI evaluations measuring the right things? — Structured eval design can improve both the breadth of behaviors tested and the interpretability of resulting failures.
Will Reed:
The best sales leaders aren't job hunting. Here's how to reach them without months of cold outreach. — Our team came from Box, Square, and Brex, so we already know the GTM leaders worth meeting.
The best sales leaders aren't job hunting. Here's how to reach them without months of cold outreach. — Our team came from Box, Square, and Brex, so we already know the GTM leaders worth meeting.
Zoho:
Ask an Expert: How to effectively recover stuck TDS refunds with reduced TDS reconciliation time — The 26AS/Form 168 gets updated quarterly and often gets checked only during the time of ITR filing.
Ask an Expert: How to effectively recover stuck TDS refunds with reduced TDS reconciliation time — The 26AS/Form 168 gets updated quarterly and often gets checked only during the time of ITR filing.
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.
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.Featured Podcasts
Training Data:
Google's AI Infrastructure Chief, Amin Vahdat, on the Physics & Economics of Frontier AI
Sequoia Capital partners host conversations with leading AI builders and researchers to develop a deeper understanding of the evolving technologies and their implications.
Subscribe to Training Data.
Invest Like the Best:
Andrew Huberman - The Frontier of Neurotechnology
The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas.
Subscribe to Invest Like the Best.
Big Technology Podcast:
Who Wins The AI Assistant Wars? + Why Didn't Google Build Muse?
The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators.
Subscribe to Big Technology Podcast.
Sources:
Reflection's founders on building a DeepSeek of the West
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.
Subscribe to Sources.
Grit:
How Vercel Is Rethinking Go-to-Market With AI | COO Jeanne Grosser
Grit explores what it takes to create, build and scale world-class organizations.
Subscribe to Grit.
Lenny's Podcast:
OpenAI's Head of ChatGPT: We're entering a new era of AI (again) | Tibo Sottiaux
Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your own product.
Subscribe to Lenny's Podcast.
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