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December 20, 2025, 11:05 PM
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| Mariella Moon / Engadget: |
Google says it needs more time to upgrade Assistant to Gemini on most Android devices; Google previously planned to complete the transition by the end of 2025 — The transition from Assistant to Gemini will continue into 2026. — Google wanted to remove Assistant from most Android phones … | Business Insider: |
Google advises some employees on visas, including H-1B visas, not to travel outside the US due to processing delays, following new social media screening rules — - Google and Apple are advising some employees with visas not to travel outside the US, per memos viewed by Business Insider.
| Wall Street Journal: |
Inside NeurIPS 2025, and how it has transformed from a small academic conference into a massive industry event with 24,000+ attendees, yacht parties, and more — It used to be a small gathering just for nerdy researchers. Now there are yacht parties—and everyone is feeling bubbly.| April Roach / CNBC: |
S&P Global: data center deals hit $61B globally in 2025; debt issuance nearly doubled YoY to $182B, with Meta raising $62B debt since 2022, ~50% of that in 2025 — Global data centers dealmaking surged to hit another record high this year, driven by a rush to build out the infrastructure required for energy-intensive AI workloads.
More: Mashable, Bloomberg, The Guardian, and Reuters
X: @ttunguz, @jack_hoogland, @stealthqe4, @morningbrew, and @business
LinkedIn: April Roach and Iuri Struta
| Max Knoblauch / Sherwood News: |
Morgan Stanley: ad tiers account for 30% of Netflix subscribers and 50% of Disney+ subscribers; ad tiers accounted for all US net subscriber additions in 2025 — As streaming prices climb, ad-free subscribers are becoming a rarity. — A mass digital migration is taking place … | Isabelle Bousquette / Wall Street Journal: |
The RAISE Act requires AI companies with $500M+ in revenue to publish safety protocols and disclose safety incidents within 72 hours, with fines up to $3M — Days after President Trump moved to block states from regulating AI, New York's governor signs what the bill's sponsor calls the strongest AI safety law in the U.S.| Jennifer Elias / CNBC: |
A profile of Josh Woodward, the head of Google Labs who is credited with turning around the Gemini app, growing its MAUs from 350M in March to 650M by October — Josh Woodward may not be a household name in Silicon Valley. But inside Google, everybody knows about him.
X: @sal19
| Jon Keegan / Sherwood News: |
A look at Meta's 2GW Hyperion data center in Louisiana, with the first phase opening in 2028; an analysis shows sales tax breaks on GPUs could total $3.3B+ — $10 billion of investment. Code names to disguise projects and companies. Mixed opinions. Skyrocketing property values.
More: KALB-TV and Meta Newsroom
X: @ljkawa and @enriqueabeyta
Bluesky: @sherwood.news, @joshadams, and @jonkeegan.com
| OpenAI: |
OpenAI introduces a framework to evaluate chain-of-thought monitorability and a suite of 13 evaluations designed to measure the monitorability of an AI system — We introduce evaluations for chain-of-thought monitorability and study how it scales with test-time compute, reinforcement learning, and pretraining.
More: WinBuzzer. X: @mileskwang, @zhuokaiz, @tomekkorbak, @koylanai, @mileskwang, @sama, @mileskwang, and @andersonbcdefg
| Dan Gallagher / Wall Street Journal: |
Micron projects FY Q2 sales to grow over 2x YoY to $18.7B and adjusted operating income to rise over 5x to $11.3B, signaling higher memory chip prices in 2026 — The AI gold rush is creating shortages for memory chips that could raise prices for all sorts of gadgets
More: Barron's Online, Yahoo Finance, The Straits Times, Barchart.com, The Next Platform, and Android Headlines. Mastodon: @remixtures@tldr.nettime.org
| Emma Roth / The Verge: |
OpenAI rolls out an update to let users adjust ChatGPT's characteristics, including how warm or enthusiastic it is, and its use of headers, lists, and emojis — OpenAI is making it easier to edit emails with ChatGPT, too. … OpenAI will now give you the ability to dial up — or down — ChatGPT's warmth and enthusiasm.
More: TechCrunch, The Decoder, iClarified, Mashable, Tech in Asia, and Blockchain.News
| Chris Stokel-Walker / Fast Company: |
Sequoia's Shaun Maguire speculated in an X post that an innocent Palestinian student was behind the Brown University shooting; the post was later deleted — The discovery of the body of Claudio Manuel Neves Valente, a Portuguese national who studied physics at Brown University … | Cheng Ting-Fang / Nikkei Asia: |
Sources: TSMC plans to move chipmaking tools into its second Arizona fab in summer 2026, in line with its push to accelerate US production by “several quarters” — TAIPEI — Taiwan Semiconductor Manufacturing Co. plans to start moving chipmaking tools into its second plant …
More: Android Headlines, Phoenix Business Journal, and Semafor
| Ashley Carman / Bloomberg: |
YouTube's head of products for podcasts Steve McLendon says viewers streamed 700M+ hours of podcasts on TV in October, up from 400M hours in October 2024 — That's up from 400 million hours a year ago as podcasts become the new late-night TV. — People are spending more time tuning … Sponsor Posts
Command Line:
What will the next generation of developers do when AI writes the code? — Microsoft and Carnegie Mellon are betting that the junior devs we train today will be the senior engineers of tomorrow.
What will the next generation of developers do when AI writes the code? — Microsoft and Carnegie Mellon are betting that the junior devs we train today will be the senior engineers of tomorrow.
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:
UK tax compliance with Zoho Books — The evolving tax landscape in the UK has added an additional responsibility to business owners, accountants, and bookkeepers to ensure their choice of accounting software supports compliance …
UK tax compliance with Zoho Books — The evolving tax landscape in the UK has added an additional responsibility to business owners, accountants, and bookkeepers to ensure their choice of accounting software supports compliance …
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
Big Technology Podcast:
Anthropic IPO Panic, A Spy At OpenAI?, The Great Food Slop Debate
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.
Great Chat:
What happened to tech's backbone?
A podcast mostly about tech. Brought to you weekly by Angela Du, Sally Shin, Mac Bohannon, Helen Min, and Ashley Mayer.
Subscribe to Great Chat.
The Upstarts Podcast:
The $7B Startup Mapping Your Health In Just One Hour | Neko's Hjalmar Nilsonne
Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI, design, nuclear energy, space, and more.
Subscribe to The Upstarts Podcast.
Cheeky Pint:
The company building underwater drones for $50,000
Stripe cofounder John Collison interviews founders, builders, and leaders over a pint.
Subscribe to Cheeky Pint.
BG2 Pod:
Jensen Huang | Does AI Revenue Justify Capex, '27 AI Bottlenecks, Singularity, Open vs Closed & more
Open-source podcast on all things tech, markets, investing, and capitalism, hosted by Brad Gerstner.
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Channels with Peter Kafka:
How to Run a Political Campaign in the TikTok Era (And How Not To)
Media and tech aren't just intersecting - they're fully intertwined. To understand how those worlds work, Peter Kafka talks to industry leaders, upstarts and observers.
Subscribe to Channels with Peter Kafka.
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