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January 13, 2025, 6:25 AM
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memeorandum
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| Financial Times: |
The Biden admin unveils new chip export rules, giving 18 key allies full AI chips access while requiring licenses from most other countries, including China — US semiconductor industry warns move will aid its competitors — The US is imposing expansive export controls on chips used …
More: Bloomberg, Reuters, Reuters, CNN, Washington Post, Wall Street Journal, Nikkei Asia, NVIDIA, Wired, New York Times, and TrendForce News
| Tyler Cowen / Bloomberg: |
US export controls may have slowed China's AI progress but they also spurred DeepSeek to innovate and release DeepSeek-V3, a top LLM, without the latest chips — A promising new model shows that innovations in artificial intelligence don't necessarily depend on the latest chips.
More: Pandaily, TestingCatalog, ChinaTalk, Tech in Asia, DigiTimes, Time, and South China Morning Post
| Mark Gurman / Bloomberg: |
A look at Apple's plans for 2025, a year likely to be seen as a stepping stone toward more revolutionary products, rather than one of remarkable innovation — Apple plans a loaded 2025, with plans for an overhauled iPhone line, new AI features, a smart home push and updates to products it hasn't refreshed in a while.
More: T3 (publication), MacRumors, 9to5Mac, Tom's Guide, 9to5Mac, TechRadar, 9to5Mac, KnowTechie, Wareable, MacRumors, MacRumors, SiliconANGLE, Cult of Mac, nextpit, MacRumors, Benzinga, Supercharged, Engadget, AppleInsider, AppleInsider, 9to5Mac, The Verge, Appleosophy, Supercharged, TechCrunch, Cult of Mac, Digital Trends, Philip Elmer‑DeWitt, AppleInsider, and Wccftech
X: @chaitanyaontech, @markgurman, and @tom_krikorian
Forums: r/apple and MacRumors Forums
| Keir Starmer / Financial Times: |
The UK PM debuts plans to increase its public sector compute by over 20x to spark a “national renewal”, saying the UK doesn't need to walk a US or EU path on AI — Going our own way will unleash national renewal — Artificial intelligence is the defining opportunity of our generation.
More: Politico, The Guardian, Reuters, BBC, CNBC, ComputerWeekly.com, GOV.UK, Proactive, Agence France-Presse, Sky News, The Independent, Cointelegraph, Al Jazeera, and UKAI
X: @shakeelhashim, @s8mb, @haydnbelfield, and @donaldclark
Forums: r/ukpolitics and r/ukpolitics
| TechCrunch: |
The UK plans to create geographic “AI Growth Zones” to fast-track AI infrastructure planning, says private tech firms have committed £14B for its AI plan — In 2023, the U.K. made a big song and dance about the need to consider the harms of AI, giving itself a leading role in the wider conversation around AI safety.
More: Data Center Knowledge, TVNewsCheck, ITPro, and UKTN
| Counterpoint Research: |
Global smartphone shipments grew 4% YoY in 2024 after a decade-low in 2023; top two brands, Samsung and Apple, were mostly flat, while Xiaomi grew 12% YoY — - Global smartphone sell-through grew 4% YoY in 2024, following the weakest year in a decade in 2023.| Renée DiResta: |
Meta's changes to its content policies will appease vocal political critics only for the short term, and they signal a retreat from responsibility to users — Hello! Happy new year! It was a busy week in tech policy land. Yesterday was the SCOTUS hearing on TikTok (interesting legal takes).
More: Business Insider, Semafor, and Social Media Today
| Riley Griffin / Bloomberg: |
More: Werd I/O, Business Today, Forbes, Latest - Truthout, Pixel Envy, Daring Fireball, Meta.mk, WhoWhatWhy, Le Monde, The Information, New York Post, Althouse, and The Economic Times
Bluesky: @epicciuto, @markjacob, @samidh, @caseynewton, @thekvetch, @layeredstrange.uk, @christinescreen, @jaywillis.net, @ddowling, @pharmesq, @saltcreekbrews, @daniloc.xyz, @tdmoss, @rich-bryant.uk, @mattnegrin, @danielkraus.com, @ajaanmark, @flannerydean, @edroso, @jotatx, and @wolfgang.bremer.co
Mastodon: @samiamsam@mastodon.social, @alebaffa@famichiki.jp, and @mergesort@macaw.social
Threads: @oliverdarcy and @mollyjongfast
X: @autismcapital, @shannonrwatts, @mikeisaac, @ashleymayer, @joshuaogundu, @bostonjoan, @randy1116, @ejmiller25, @rufustsuperfly, @morgbgreat, @wolfstrength, @keysmashbandit, @_carol_romero, @selinawangtv, @lou_j_welch, @amydiehl, @varadmehta, @intothefuture45, @paulrudnickny, @c_fpeterson, @arthurcruzd, @jakebrodes, @mikeisaac, @teroterotero, @unusual_whales, @mikeisaac, @mikeisaac, @aidnmclaughlin, and @garymarcus
LinkedIn: Foster Coulson, Rachel Wasserman, and Sharon O'Dea
| Rest of World: |
Starlink has disrupted Kenya's existing ISP industry since its launch in July 2023, forcing legacy providers to lower prices and increase internet speeds — In Ghana, Starlink is half the price of the local ISP. — Starlink, launched in 2019 by Elon Musk's SpaceX, has become the leading satellite internet provider in the world.| Simon Sharwood / The Register: |
Microsoft notifies customers in Australia, New Zealand, Malaysia, Singapore, Taiwan, and Thailand of upcoming ~30% to ~45% price hikes for Microsoft 365 plans — Won't say if other nations will be hit, but will ‘listen, learn, and improve’ as buyers react - so far with anger
Bluesky: @bdsams.com and @mals
| David Allen Green / Financial Times: |
How aligning with Trump's new administration lets Meta and X pivot from futile cooperation with the EU and other jurisdictions to confrontation and coercion — Behind the alignment of X and Meta with Trump is a cold business logic — and a position of weakness rather than strength
More: TheJournal.ie. Bluesky: @danielagabor, @jwsidders, @meerihaataja, @henrymance, and @ianfraser. Mastodon: @davidallengreen …. Threads: @joanwestenberg
LinkedIn: Lauri Rechardt, Stuart Lambert, and Lindsay Pentelow
Forums: r/ukpolitics and r/technology
| Tyler Wilde / PC Gamer: |
More: TechSpot and Business Today
Forums: r/SocialistGaming, r/americanoligarchy, and r/AnythingGoesNews
| Ethan Mollick / One Useful Thing: |
As researchers talk about the arrival of supersmart AI, far fewer voices are trying to envision and articulate what a world awash in AI might actually look like — What to make of the statements of the AI labs? — Recently, something shifted in the AI industry.
More: Vox, Analytics India Magazine, Maginative, and Robotics News
Bluesky: @carnage4life, @iblis-bane.co.za, and @mergesort.me
| Manish Singh / TechCrunch: |
Sources: Indian investment app Groww plans to file for an IPO within 10-12 months, seeking a $6B-$8B valuation; Groww was last valued at $3B in October 2021 — Groww, India's largest retail stockbroker, is positioning itself to file for an IPO in 10-12 months and is seeking …
More: Entrackr, The Economic Times, DealStreetAsia, Moneycontrol, Inc42 Media, and Tech in Asia
| Steven Sinofsky / Hardcore Software: |
A report on CES 2025: tech giants were mostly absent, Nvidia's keynote was a big event, AI experimentation, supply chains adapting to geopolitics, and more — CES proved a transition year with many established product lines showing incremental improvements or focusing on B2B areas …
X: @iancutress
| John Micklethwait / Bloomberg: |
Bloomberg EIC John Micklethwait predicts AI's impact on journalism: jobs will change, not vanish, reporting and breaking news will remain valuable, and more — The news business is facing its next enormous challenge. Here are eight reasons to be both optimistic and paranoid.Sponsor Posts
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More: Gizmodo, The San Francisco Standard, New York Times, TechCrunch, and Six Colors
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X: @watchdutyapp, @watchdutyapp, @renfromberkeley, @davidmarcus, @watchdutyapp, @officialhambly, @franklinleonard, @katewillett, @michaelmiraflor, and @watchdutyapp. LinkedIn: Kevin Bullock. Forums: r/technews