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December 22, 2025, 7:00 AM
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memeorandum
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| CNBC: |
Waymo resumes its robotaxi service in SF after suspending it during a blackout, and says most trips finished before vehicles returned to depots or pulled over — Alphabet-owned Waymo has resumed its driverless ride-hail service in the San Francisco Bay Area after a temporary pause during blackouts …
More: The San Francisco Standard, TechCrunch, PCMag, Silicon Republic, The Economic Times, New York Times, SFGATE, TMZ.com, Gizmodo, Fortune, The Verge, San Francisco Chronicle, 48 hills, Tech in Asia, Tech Times, Security Affairs, Mission Local, BeInCrypto, Digital Trends, SiliconANGLE, The Guardian, RedState, New York Post, WAGA-TV, NBC Bay Area, Breitbart, Los Angeles Times, Business Insider, Beyond Search, Engadget, The Information, The Gateway Pundit, The US Sun, SFist, CBS News, The Daily Caller, Mashable, Associated Press, The Last Driver License Holder, Los Angeles Times, SFGATE, The Post Millennial, Blockchain.News, and Washington Examiner
X: @elonmusk, @walden_yan, @_iagomaciel, @borismpower, @okgodoit, @siddkhastgir, @djmcflush, @jason, @pbeisel, @okgodoit, @cyber_trailer, @joy, @sfstandard, @yoda, @mlnow, and @fulligin
LinkedIn: Adrian Pearmine, Bryan Reimer, and Darius Burschka
Bluesky: @lorak, @prietschka, @lilmommaprods, @tzed250, @carlquintanilla, @bethosborne, @allochthonous, @mims, and @clarajeffery. Mastodon: @straphanger@urbanists.social
Forums: Hacker News, Hacker News, r/SelfDrivingCars, and Slashdot
| Sherry Qin / Wall Street Journal: |
Chinese AI chipmaker Biren Technology plans to raise up to ~$623M in a Hong Kong IPO, pricing shares at ~$2.19 to ~$2.52, and expects trading to start January 2 — The company expects its shares to start trading in Hong Kong on Jan. 2 — Chinese AI chip maker Shanghai Biren Technology seeks …
More: Reuters, Pandaily, and South China Morning Post
| Bloomberg: |
Filings: Chinese AI startups Zhipu and MiniMax report 2024 revenue of $44.4M and $30.5M, respectively, as both prepare for Hong Kong IPOs in the coming weeks — Chinese OpenAI contenders MiniMax and Zhipu AI offered the first look into their business models and profit prospects in listing filings …
More: CNBC
| The Chip Letter: |
A look at Google's TPU evolution, its decision to sell chips to competitors after 12 years of internal use, the TPU vs. GPU architecture showdown, and more — Is GPU vs TPU the CISC vs RISC contest of the modern era? … All of a sudden, everyone is talking - and writing - about Google's TPUs (Tensor Processing Units).
LinkedIn: Aditya Harit
| SiliconANGLE: |
Google's TPUs and Gemini are competitive but Nvidia's and OpenAI's first-mover advantage makes their lead seem durable, and Google faces the innovator's dilemma — Two prevailing narratives have driven markets recently. The first is that Nvidia Corp.'s moat is eroding primarily thanks … | John Sakellariadis / Politico: |
Sources: DHS is investigating whether six staffers misled CISA's acting director into taking a polygraph that he failed, compounding instability at the agency — The incident this July and the subsequent fallout — which has not been reported before — have angered career staff …
More: Gizmodo, The Cyber Express, Fox News, and NewsMax.com
X: @mpolymer, @piperk, @creativeboulder, @cturnbull1968, @levitt_matt, @larrypfeifferdc, @robbiegramer, @johnjharwood, @shashj, @nucsafetyucs, @tvietor08, and @juliadavisnews
Bluesky: @metacurity.com, @metacurity.com, @seniormcgeezer, @daviddarmofal, @multiversewanderer, @sharoncarbine, @andrewlevesque, @firstconsul, @carlfruge, @theycallmegary, @sodrock, @schnorkles, and @quinnypig.com
Mastodon: @msbellows@c.im, @GossiTheDog@cyberplace.social, and @AAKL@infosec.exchange
Forums: r/cybersecurity, r/pwnhub, r/technology, r/law, and r/politics
| Sri Muppidi / The Information: |
Source: OpenAI's share of revenue after the cost of running AI models for paying users has jumped to ~70% in October, up from ~52% at the end of 2024 — As OpenAI discusses raising an unprecedented investment round of up to $100 billion, it can crow about some key improvements to how it runs its business.
More: Benzinga, Bloomberg, The Decoder, PYMNTS.com, and Tech in Asia
| Thomas Brewster / Forbes: |
Some US schools are deploying AI surveillance tech like facial recognition and listening devices; critics say there is little evidence they make school safer — Schools across the U.S. are rolling out AI-powered surveillance technology, including drones, facial recognition and even bathroom listening devices.
Bluesky: @reset-america and @treekisser
| Mitchell Peters / Billboard: |
Pirate activist group Anna's Archive says it scraped 86M music files and 256M rows of track metadata from Spotify, and releases them in ~300TB of torrent files — The breach allegedly includes 86 million audio files.
More: Anna's Blog, AIN, Digital Trends, Music Ally, and Android Authority
X: @positivfuturist, @rarefilmsguy, @robleathern, @dynamicwebpaige, @djc1805, @michaelmiraflor, @securityfreax, @karamlakshman, @marcosbl, @pfau, @thestefansmith, @stevenirby, @theo, @kanavtwt, @mehulmpt, @yuanyi_z, @realdougstewart, @synopsi, @brianroemmele, and @f4micom. Bluesky: @gpgomez
Forums: Hacker News, r/selfhosted, r/Piracy, r/revancedapp, r/DataHoarder, and Lobsters
| Max Tani / Semafor: |
Adam Mosseri says “maybe we'll need” premium longform video for Instagram, and that TikTok's US sale turmoil has given Meta time to retune algorithms — A day before Instagram's new integration for Amazon Fire smart TVs was set to roll out, Adam Mosseri, who runs the platform for Meta …
More: 9to5Mac and Moneycontrol
| Financial Times: |
Investigation: internal Binance files show it failed to stop hundreds of millions in crypto from flowing through suspicious accounts, even after a 2023 US deal — Leaked files show continued activity despite links to terror networks, failed ID checks and other red flags| Abram Brown / The Information: |
Sequoia, a16z, and other VC firms invested $1.2B+ into police and public safety tech startups over the past year, following the success of Palantir and others — Over the past year, Andreessen Horowitz, Sequoia Capital and many of Silicon Valley's other top venture capital firms have funneled …
| Bloomberg: |
How the global AI boom is driven by thousands of newcomers, diluting Big Tech's infrastructure dominance; US data center credit deals hit $178.5B in 2025 so far — In the golden hills of Puglia, a southern region of Italy known today for its olive trees, white cliffs and turquoise mediterranean coves …
X: @leeminjeong83 and @pawlega
| Emily Mason / Bloomberg: |
A look at stablecoin-powered neobanks like Rizon and Dakota that are offering dollar-denominated digital banking services to customers worldwide — Three years ago Mustafa Ismael launched Karcsham Co., a Kenya-based company that resells Starlink devices and manages subscriptions for thousands … Sponsor Posts
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Hard Fork:
OpenAI's Two-Week Pause + Jill Lepore on the Threat of the "Artificial State" + Train of Thought
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| Kashmir Hill / New York Times: |
More: Android Police, Tom's Guide, Moneycontrol, and BGR
Bluesky: @ering, @shiraovide, @harrymccracken.com, and @kashhill
| Ryan Gould / Bloomberg: |