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March 15, 2026, 2:00 AM
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memeorandum
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| Reuters: |
Sources: Meta plans sweeping layoffs that could affect 20% or more of the company, amid mounting AI infrastructure costs; it had ~79,000 employees as of Dec. 31 — Meta (META.O) is planning sweeping layoffs that could affect 20% or more of the company, three sources familiar with the matter told Reuters …
More: Business Insider, Inc.com, Baller Alert, Nairametrics, Techstrong.ai, Cord Cutters News, TechCrunch, Tech Startups, The Post Millennial, ZeroHedge News, Engadget, The Irish Times, DatacenterDynamics, The Hans India, Reuters, The American Bazaar, The Verge, Pixel Envy, Times of India, Ukrainian National News, New York Post, StrictlyVC, Business Standard, Implicator.ai, The Decoder, Blockonomi, Digit, The Information, News18, Benzinga, Livemint, and Investor's Business Daily
LinkedIn: Sergey Kochnev and Alessandro Petri
Bluesky: @highway62, @clairezagorski, @edzitron.com, @anarcish, @jazzyjams, @breakify, @fabiochiusi, @anarchoterran, @seanokane, @sungkim, @c0up, @tcarmody, and @jeffhorwitz
Threads: @vishvanands and @jjackyliang
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| Julie Bort / TechCrunch: |
Zendesk agrees to acquire Forethought, which makes AI-powered customer support software, for an undisclosed sum; Forethought has raised $115M — Zendesk is acquiring Forethought, a company that builds software to automate customer service interactions, the companies announced on Wednesday.
More: Zendesk, The AI Economy, The Next Web, Futurum, Pulse 2.0, Verdict, Constellation Research, and The Information. LinkedIn: Deon Nicholas
| SemiAnalysis: |
TSMC's N3 logic wafer capacity has become one of the AI industry's biggest constraints, which could push customers to explore greater foundry diversification — TSMC N3 Wafer Shortages, Memory Constraints, Datacenter Bottlenecks, Supply Chain Wars Winner — Ivan Chiam, Myron Xie, Ray Wang, and 3 others
More: The Chosun Daily, Motley Fool, Tech in Asia, Taipei Times, The Decoder, Benzinga, and The Economic Times. LinkedIn: Bill Conrades
| Dwarkesh Patel / Dwarkesh Podcast: |
An interview with SemiAnalysis CEO Dylan Patel on logic, memory, and power bottlenecks in scaling AI compute, Nvidia securing TSMC N3 allocation early, and more — Plus, why an H100 is worth more today than 3 years ago — Dylan Patel, founder of SemiAnalysis, provides a deep dive …
More: On my Om and Dwarkesh Patel on YouTube
| The Information: |
Sources: ByteDance suspended the global launch of Seedance 2.0 amid copyright disputes with Hollywood studios and streamers; it was launched in China last month — ByteDance has put on hold the global launch of its latest video-generation model, Seedance 2., due to a string of copyright disputes … | Ines Ferré / Yahoo Finance: |
Drones caused a Qatari Helium-producing energy hub to shutter; crucial in chipmaking, Bloomberg says the closed hub makes up ~33% of global Helium production — It's not just oil. — The near-standstill in the Strait of Hormuz is raising fears of a price surge for commodities used …
More: Tom's Hardware, Dow Jones Newswires, CNBC, and Financial Post
| Katie Tarasov / CNBC: |
A preview of Nvidia's 2026 GTC, which kicks off on March 16, where the company is expected to unveil new agentic-optimized CPUs, a CPU-only rack, and more — Nvidia's graphics processing units have been the hottest-selling chips for years, but the sudden advent of agentic artificial intelligence …
More: Forbes, Benzinga, Tech Startups, GeneMunster.com, COMPAL ELECTRONICS,INC., Reuters, TechCrunch, and NVIDIA. X: @munster_gene
| Jason Schreier / Bloomberg: |
Takeaways from the 2026 Game Developers Conference: a high volume of job seekers amid layoffs, AI was the hot buzzword, more outsourcing than ever, and more — GDC in San Francisco this week was full of job-seekers, co-development studios and AI — Hi everyone.
More: Wired
| Katherine Bindley / Wall Street Journal: |
San Francisco's housing market is seeing a big rebound, driven by the AI boom; Apartment List says rents rose 14% YoY in February, the fastest growth in the US — After a yearslong slump, there's now a real-estate frenzy. 'It's just skyrocketed,' says one house hunter.| Vicky Ge Huang / Wall Street Journal: |
Kaiko: cumulative trading volume on crypto exchange Hyperliquid's perpetual oil futures surged to ~$7.3B on March 12 from $339M on February 28 amid the Iran war — A new generation of investors doesn't want to wait for the traditional market open — While traditional energy investors spent … | Katrina Manson / Bloomberg: |
An excerpt from the upcoming book Project Maven details how the Pentagon enlisted Silicon Valley to build AI-powered tools of war, now being used in Iran — An excerpt from the coming book Project Maven shows how the US enlisted Silicon Valley in its vision for AI warfare, now playing out in Iran.| Caroline Haskins / Wired: |
Palantir software demos and DOD records show how the military may be using AI chatbots, including the kinds of queries and the data used to generate responses — Software demos and Pentagon records detail how chatbots like Anthropic's Claude could help the Pentagon analyze intelligence and suggest next steps.
More: Motley Fool, The Guardian, Politico, MIT Technology Review, Fast Company, and Grabien
| Gautam Mukunda / Bloomberg: |
A survey of 1,000 hiring managers: 59% say they stress AI's role in layoffs or hiring freezes “because it plays better”; only 9% say AI has fully replaced roles — Whatever you think about whether artificial intelligence is coming for your job, it has already mastered one corporate skill: hogging the credit.
More: The Independent, The Week, and Resume.org
| American Medical Association: |
A survey of 1,692 US physicians: over 80% use AI professionally and the most common use cases are medical research summarization and clinical care documentation — CHICAGO — New research from the American Medical Association's Center for Digital Health and AI shows that physicians' adoption …
More: Garry's List, American Medical Association, Forbes, and HIT Consultant
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Runway's Cris Valenzuela: Building The Hollywood-Friendly Video AI That OpenAI Couldn't
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Microsoft Vice Chair and President Brad Smith speaks with leaders in government, business, and culture to explore the most critical challenges at the intersection of technology and society.
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