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Steve Hsu / @hsu_steve: 25 mins ago
Physicist Steve Hsu says he has published a peer-reviewed theoretical physics paper whose main idea came from GPT-5
Arvelisse Bonilla Ramos / Bloomberg: 65 mins ago
Docusign reports Q3 revenue up 8% YoY to $818.4M, vs. $807.1M est., and forecasts Q4 revenue below estimates; DOCU drops 6%+ after hours
Bloomberg: 89 mins ago
Chinese AI chipmaker Moore Threads raised ~$1.13B in the year's second-largest onshore IPO, valuing it at ~$7.6B, with the retail portion oversubscribed 2,750x
Boaz Sobrado / Forbes: 2½ hours ago
A Polymarket trader netted $1M+ in 24 hours, mostly by placing suspiciously accurate bets on Google's 2025 Year in Search rankings
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Top Items
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
RELATED:
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”
Kif Leswing / CNBC:
Apple says general counsel Kate Adams and policy chief Lisa Jackson will retire, and Jennifer Newstead, Meta's former chief legal officer, will replace Adams
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
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”
Juby Babu / Reuters:
HPE reports Q4 revenue up 14% YoY to $9.68B, vs. $9.94B est., Server revenue down 5% to $4.5B, and forecasts Q1 revenue below est.; HPE drops 8%+ after hours
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
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”
Jay Peters / The Verge:
Amazon plans to release its $630 Kindle Scribe Colorsoft and $500 Kindle Scribe on December 10, after announcing them in September, but won't offer preorders
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
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
CNBC:
Google Cloud partners with Replit to expand the use of Google's cloud offerings and AI models and to jointly support AI use cases for enterprise customers
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
Chris Metinko / Axios:
Lumia, which uses AI to analyze interactions between autonomous agents and humans, raised an $18M seed led by Team8
Bloomberg:
Chinese AI chipmaker Moore Threads raised ~$1.13B in the year's second-largest onshore IPO, valuing it at ~$7.6B, with the retail portion oversubscribed 2,750x
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