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September 20, 2024, 6:40 PM
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memeorandum
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| Wall Street Journal: |
Sources: Qualcomm made a takeover approach to Intel in recent days, but a deal is far from certain; Intel's market cap is ~$93B and Qualcomm's is ~$188B — A deal for Intel would be massive and come at a time when the chip maker is sputtering.
More: The Verge, Engadget, CNBC, CNET, Investor's Business Daily, SiliconANGLE, Bloomberg, CRN, The Information, Tom's Hardware, Thurrott, 9to5Mac, Windows Central, XDA Developers, Barron's Online, Business Insider, Neowin, Android Headlines, Investopedia, TechPowerUp, Phandroid, TechTechPotato on YouTube, Reuters, Motley Fool, ZeroHedge News, Yahoo Lifestyle, Yahoo Finance, and Forexlive
X: @matthewstoller, @austinnotduncan, @profpaulnary, @daniel_rubino, @mgsiegler, @dylan522p, @iancutress, @zacbowden, @cnbcovertime, @tomwarren, @danielnewmanuv, @thekenyeung, and @benbajarin
Forums: Hacker News, r/intel, r/AMD_Stock, r/wallstreetbets, and r/technology
| Bloomberg: |
Constellation Energy plans to invest $1.6B to revive the Three Mile Island nuclear plant in Pennsylvania and sell all the output to Microsoft for data centers — Constellation to invest $1.6 billion to restart dormant reactor as data-center power demand surges.
More: Constellation, Washington Post, CNBC, The Verge, Ars Technica, How-To Geek, TechCrunch, Engadget, The Times, Axios, GovTech, Reuters, CNN, The Register, Wall Street Journal, SiliconANGLE, Breitbart, Los Angeles Times, Interesting Engineering, New York Times, Technical.ly, Tom's Hardware, Cautious Optimism, BetaNews, Blaze Media, Fast Company, NPR, The Next Platform, HotAir, Constellation Research, CBS News, Pennsylvania Capital-Star, UPI, Maginative, Telegraph, Washington Examiner, Barron's Online, Newser, WHYY, NBC News, The Decoder, Quartz, International Business Times, Reason, Utility Dive, DatacenterDynamics, Neowin, Futurism, Baltimore Business Journal, Fortune, IJR, ZeroHedge News, Gizmodo, The Daily Beast, WHTM-TV, WPMT, Business Insider, Fox Business, Tech Xplore, and Associated Press
Mastodon: @dymaxion@infosec.exchange, @jeffjarvis@mastodon.social, @hishamzerriffi …, @estherschindler@newsie.social, @WearsHats@realsocial.life, @ericmbudd@toot.bldrweb.org, @regehr@mastodon.social, @Moltz@mastodon.social, @oliverandrich@social …, @noctuaminervae@toot.si, @nazgul@infosec.exchange, and @CyberneticForests …
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LinkedIn: Christopher Stephens, Jerrold Vincent, Robert Ong, Ville Tulkki, Peter Steiner, and Serge Tismen
Forums: r/technews, r/Economics, r/economy, r/environment, and r/politics
| Jonathan Stempel / Reuters: |
Filing: the US SEC says it intends to seek sanctions against Elon Musk for failing to appear for scheduled testimony for a probe into his $44B Twitter takeover — The U.S. Securities and Exchange Commission said on Friday it intends to seek sanctions against Elon Musk after he failed to appear …
More: NBC News, TechCrunch, CNN, Bloomberg, Watcher Guru, The Gateway Pundit, Fox Business, and Cointelegraph
Threads: @technicallymims. Mastodon: @annmlipton@esq.social and @mimsical@mastodon.social. Forums: r/news
| Olena Harmash / Reuters: |
Ukraine bans the use of Telegram on official devices used by state officials, military personnel, and critical workers over fears of Russian spying — Ukraine has banned use of the Telegram messaging app on official devices used by state officials, military personnel and critical workers …
More: BleepingComputer, PCMag, SecurityWeek, The Kyiv Independent, Semafor, Radio Free Europe/Radio …, UPI, The Cyber Express, The Record, and New York Post. Forums: r/worldnews
| Samuel Stolton / Bloomberg: |
Sources: EU officials are preparing formal charges against Google under the DMA, targeting how it displays rival product results across its search services — - Google risks hefty fines if it fails to address EU concerns — Regulators are set to issue warning under Digital Markets Act| Timothy B Lee / Understanding AI: |
OpenAI's o1 models are dramatically better at reasoning than previous LLMs, but they struggle with spatial reasoning and are far from human-level intelligence — It's not easy to stump OpenAI's new o1 models. … You might remember around Thanksgiving last year when news broke about Q* …
More: ZDNET, Vox, Business Insider, and VentureBeat
| Ingrid Lunden / TechCrunch: |
Sources: Black Forest Labs, whose Flux.1 model powers Grok's image generator, is raising $100M at a $1B valuation; it came out of stealth with $31M in August — While OpenAI pursues yet another monster fundraise, it is not stealing all the oxygen in the room: AI startups building promising …
X: @mattrosoff
| Bloomberg: |
A profile of Xbox President Sarah Bond, who helped mollify the UK CMA's concerns about the Activision acquisition and is leading the Xbox unit's transformation — A relative outsider, Sarah Bond is leading a high-stakes transformation of a company that's lagging behind Sony and Nintendo.
More: The Information, TweakTown, Gameranx, Metro.co.uk, and Pure Xbox
| Kalley Huang / The Information: |
Source: most daily users of Meta AI use it via WhatsApp, followed by Facebook, and few via Instagram; the vast majority of Meta AI's users are outside of the US — A year after Meta Platforms introduced its artificial intelligence assistant, a picture is emerging of how people are using it … | Sarah Perez / TechCrunch: |
Tumblr says it has seen a 222.99% growth in communities and a 349.55% growth in users since the X ban in Brazil, with DAUs up 30% from the 110K prior to the ban — Bluesky isn't the only social networking service to benefit from X's ban in Brazil, now under legal penalties.| George Hammond / Financial Times: |
Sources: Thrive Capital has already provided $1B+ to OpenAI as part of the $6.5B round; OpenAI's existing backers a16z and Sequoia Capital are not participating — Venture groups believe ChatGPT-maker will eventually be the world's dominant AI company and worth trillions of dollars
More: The Information, Axios, Windows Central, Benzinga, The Decoder, and The Economic Times
| Allie Garfinkle / Fortune: |
Google Ventures CEO David Krane on GV's first 15 years, operating independently from Alphabet, early investments in Nest and Uber, generative AI, and more — One of the first things David Krane and I do is look at some weird sculptures. — Walking through Google's Mountain View … | Ash Parrish / The Verge: |
Twitch changes how it enforces its community guidelines: strikes for some offenses will depreciate over time, users will get more info about strikes, and more — Twitch is changing the way it enforces its community guidelines. In an announcement posted on its website … Sponsor Posts
Airtable:
Deep analysis for deep questions — Introducing Superagent. A new research product from Airtable: Subagents deeply interrogate your topic and turn it into boardroom-ready reports, slides, docs, or websites.
Deep analysis for deep questions — Introducing Superagent. A new research product from Airtable: Subagents deeply interrogate your topic and turn it into boardroom-ready reports, slides, docs, or websites.
Clay:
Turn any GTM idea into reality — Clay helps GTM teams combine AI agents, enrichment, and intent data to move faster and turn insights into action.
Turn any GTM idea into reality — Clay helps GTM teams combine AI agents, enrichment, and intent data to move faster and turn insights into action.
Zoho:
Why navigation breaks down in unified software—and how QuickNav fixes it — In unified software environments, navigation stops being a convenience issue and becomes a structural one.When work spans CRM records …
Why navigation breaks down in unified software—and how QuickNav fixes it — In unified software environments, navigation stops being a convenience issue and becomes a structural one.When work spans CRM records …
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
Channels with Peter Kafka:
Netflix Walks, Paramount Wins, and the Ellisons Take Hollywood
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.
Hard Fork:
Is A.I. Eating the Labor Market? + The Latest on the Pentagon, OpenClaw and Alpha School
The future is already here. Each week, journalists Kevin Roose and Casey Newton explore and make sense of the latest in the rapidly changing world of tech.
Subscribe to Hard Fork.
The Upstarts Podcast:
Valar Atomics' Isaiah Taylor: Solving AI's Energy Crisis With Nuclear 'Gigasites'
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.
Access:
Reddit CEO Steve Huffman on surviving the AI slop-pocalypse
A show about the tech industry's inside conversation, hosted by tech reporter Alex Heath and founder whisperer Ellis Hamburger.
Subscribe to Access.
Lenny's Podcast:
AI is critical for humanity's survival: Cisco president on the AI revolution | Jeetu Patel
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.
Tools and Weapons with Brad Smith:
His Excellency Khaldoon Al Mubarak: Investing in an AI-Driven World
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.
Subscribe to Tools and Weapons with Brad Smith.
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