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March 20, 2025, 6:00 PM
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| Mark Gurman / Bloomberg: |
Sources: Vision Pro creator Mike Rockwell will take over Siri, which is being removed from AI head John Giannandrea; Rockwell will report to Craig Federighi — Mark Gurman Answers Your Questions About Apple Mark Gurman Answers Your Questions About Apple Mark Gurman Answers Your Questions About Apple
More: Daring Fireball, PYMNTS.com, 9to5Mac, PCMag, AppleInsider, MacRumors, Ars Technica, TechCrunch, 9to5Mac, The Information, Parker Ortolani, Thurrott, Android Authority, Reuters, PhoneArena, TechRadar, The Verge, Trusted Reviews, iDownloadBlog.com, BGR, Apple Must, Patently Apple, iClarified, Cult of Mac, The Decoder, Sherwood News, MacDailyNews, and MacStories
Threads: @benedictevans and @parkerortolani
X: @markgurman, @markgurman, @mulligan, @rjonesy, @markgurman, @mgsiegler, @markgurman, @susanlitv, @rjonesy, @tomwarren, and @markgurman
Forums: r/apple, Slashdot, and MacRumors Forums
| Benedict Evans: |
Apple stumbling with Vision Pro and then falling flat on its face with AI suggests that it is slipping into a Vista-like drift of systemically poor execution — It matters that Apple's new Siri will be late, and it matters more that Apple didn't realise. Is it more than that?
More: MacRumors, Livemint, SlashGear, 9to5Mac, and Beyond Search
Bluesky: @rani and @johnspurlock.com. Mastodon: @carnage4life@mas.to. X: @benbajarin. Forums: MacRumors Forums
| Wayne Ma / The Information: |
Sources: Apple TV+ is losing $1B+ annually even as its subscriptions grew to ~45M in 2024; source: Apple has spent $5B+ per year on content since its 2019 debut — Last year, Apple CEO Tim Cook had questions about several pricey movie deals executives of Apple TV+, the company's video-streaming service …
More: TechCrunch, Variety, Reuters, Ars Technica, The Verge, MacRumors, PYMNTS.com, The Wrap, Deadline, Bloomberg, Investing.com, Quartz, Entrepreneur, Patently Apple, Screen, CBR, Film Stories, BGR, Pocket-lint, Antenna, MobileSyrup, Decider, SlashFilm, TVNewsCheck, The Independent, IndieWire, The Times, Yahoo Finance, MacDailyNews, Thurrott, 9to5Mac, PhoneArena, Consequence, AppleInsider, iPhone in Canada Blog, Cult of Mac, Cord Cutters News, The Streamable, and Screen Rant
Bluesky: @samadams, @wolfsongz, and @tylerh.social
X: @loudmouthjulia, @lukedivita, @royprice, @waynema, @mazzeo, @tvgrimreaper, @joshuaogundu, @great_katzby, @alexweprin, @loudmouthjulia, @tvgrimreaper, and @tim_bays
Forums: r/technology, r/movies, r/apple, and MacRumors Forums
| Reuters: |
Filing: CoreWeave is aiming to raise up to $2.7B in its US IPO at a valuation between $27.4B and $32B, selling 49M shares for $47 to $55; Nvidia owns 5.96% — CoreWeave is targeting a valuation of up to $32 billion on a fully diluted basis in its U.S. initial public offering, as the Nvidia …
More: Ed Zitron's Where's Your Ed At, Sioux Falls, SiliconANGLE, PYMNTS.com, TechCrunch, The Information, The Information, CNBC, Financial Times, Cautious Optimism, Bloomberg, Capital Brief, Sioux Falls, Yahoo Finance, CoinDesk, Motley Fool, Livemint, Wall Street Pit, and Seeking Alpha
Bluesky: @edzitron.com, @smw, @edzitron.com, @edzitron.com, @edzitron.com, @edzitron.com, and @edzitron.com
| Rohan Goswami / Semafor: |
Sources: Microsoft chose not to exercise a ~$12B option to buy more data center capacity from CoreWeave; OpenAI snapped up the contract on March 10 — The Scoop — Microsoft chose not to exercise a nearly $12 billion option to buy more data-center capacity from CoreWeave …
More: WinBuzzer, Watcher Guru, MarketWatch, and TheStreet
| Kyle Wiggers / TechCrunch: |
Anthropic adds web search in preview for Claude 3.7 Sonnet, available now for paid US Claude users, with support for free users and more countries coming soon — Anthropic's AI-powered chatbot, Claude, can now search the web — a capability that had long eluded it.
More: Anthropic, ZDNET, Engadget, Neowin, MediaPost, Android Headlines, The Decoder, VentureBeat, The Verge, WinBuzzer, On my Om, Simon Willison's Weblog, WeRSM, and Seeking Alpha
Threads: @parkerortolani. X: @alliekmiller, @alexalbert__, @kamathematic, @anthropicai, @esindurmusnlp, @miles_brundage, @_catwu, and @om
Forums: Hacker News, r/Anthropic, and r/singularity
| Emma Roth / The Verge: |
Meta plans to roll out Meta AI with text-only features in the EU this week on WhatsApp, Facebook, Instagram, and Messenger, after pausing its debut in June 2024 — A more limited version of Meta AI will head to WhatsApp, Facebook, Instagram, and Messenger this week.| Lauren Thomas / Wall Street Journal: |
Crypto exchange Kraken acquires US retail futures trading platform NinjaTrader for $1.5B, pending “purchase price adjustments”; NinjaTrader has 1.8M+ customers — NinjaTrader, a futures trading platform, would expand Kraken's offerings — The cryptocurrency exchange Kraken agreed …
More: Business Wire, Kraken Blog, Reuters, Bloomberg, Decrypt, The Block, Pulse 2.0, Axios, Blockonomi, CryptoNinjas, Cryptopolitan, Watcher Guru, Proactive, The Information, Crypto Briefing, Fortune, CryptoSlate, Benzinga, CoinDesk, Yahoo Finance, NFTgators, Blockhead, Bitcoin Insider, crypto.news, and Coinpedia Fintech News
| Bloomberg: |
Huawei unveils the 6.3" Pura X, a flip foldable that opens from the side, not the top, and its first flagship with HarmonyOS 5, launching in China for ~$1,036 — The 6.3-inch Pura X folds in half to a square clamshell with a 3.5-inch display on the exterior and was introduced …
More: The Verge, Engadget, Gizmodo, Android Authority, How-To Geek, CNBC, Android Central, Nikkei Asia, GSMArena.com, SamMobile, and Gizchina.com
| Kyle Wiggers / TechCrunch: |
OpenAI adds gpt-4o-mini-tts, a text-to-speech model that it says delivers more nuanced and realistic-sounding speech, and two speech-to-text models to its API — OpenAI is bringing new transcription and voice-generating AI models to its API that the company claims improve upon its previous releases.
More: OpenAI, Simon Willison's Weblog, VentureBeat, Inc, The Decoder, and WinBuzzer
Bluesky: @fry69.dev, @implicator, and @implicator
| Abner Li / 9to5Google: |
Google adds “smarter search” to Gmail for Android, iOS, and the web, using AI to show the most relevant results instead of showing them in chronological order — Google is introducing “smarter search” to Gmail for Android, iOS, and the web that leverages “AI to show you the most relevant results, faster.”| New York Times: |
A profile of longtime Elon Musk loyalist Steve Davis, who effectively runs DOGE after SpaceX, Boring Company, and X stints, based on interviews with 22 sources — Elon Musk declared last month that the federal government was engaged in “utterly insane” activity, claiming without evidence … | Jess Weatherbed / The Verge: |
Discord plans to roll out third-party ads on its mobile apps, starting with a mobile pilot for Video Quests, video ads that let users earn rewards, in June 2025 — Video Quests will start rolling out to mobile users in June. … Discord is bringing third-party ads to its mobile platform.
More: Epic Games Store, Ars Technica, Discord, MediaPost, Game Rant, Android Headlines, MakeUseOf, MobileSyrup, Music Ally, VentureBeat, Engadget, Pocket-lint, BGR, Adweek, Dexerto, and Digital Trends. Forums: r/technews
| Tom Warren / The Verge: |
Threads rolls out new features: ability to set following feed or any custom feed as the default, limit post replies to followers, a better video player, more — Threads will also let you limit replies to just followers and add topics to your bio. … Meta is finally allowing Threads users …
More: Meta, Engadget, CNET, TechCrunch, iPhone in Canada Blog, Social Media Today, Droid Life, and BGR
Threads: @zuck, @mosseri, @zuck, and @tomwarrenuk
| Financial Times: |
Jensen Huang says Nvidia will spend “several hundred billion” on US-made chips and electronics over four years as it shifts supply chains amid US tariff threats — Jensen Huang's pledge follows onshoring plans by other tech companies as Trump trade policies ripple through industry
More: Tom's Hardware, Tech Monitor, Fox Business, Nikkei Asia, The Guardian, Breitbart, Taipei Times, Cryptopolitan, ZeroHedge News, PYMNTS.com, Verdict, Yahoo Finance, WinBuzzer, Axios, TipRanks Financial, Capital Brief, Business Insider, Sean Hannity, and Reuters
Forums: r/nvidia, r/scimmieinborsa, r/intelstock, r/Economics, Beehaw, and Slashdot
| Connie Loizos / TechCrunch: |
Michael Seibel says he is leaving YC after 12+ years and moving to a “Partner Emeritus” role, after stepping back from his “leadership responsibilities” in 2024 — Michael Seibel announced late Wednesday on X that after more than 12 years at Y Combinator, he is transitioning to a “partner emeritus” role.| Ben Thompson / Stratechery: |
Q&A with Sam Altman on his background, OpenAI's origin as a nonprofit, building a consumer tech company, ads, competition, hallucinations, regulation, and AGI — This Stratechery interview is technically another installment of the Stratechery Founder series; OpenAI is a startup …
More: Don't Worry About the Vase and Business Insider
X: @eric_seufert, @reidjjackson, @trengriffin, @martyswant, and @zephyr_z9
| Shirin Ghaffary / Bloomberg: |
Source: Perplexity has discussed raising as much as $500M to $1B in a new round that would double its valuation to $18B; its current ARR is nearly $100M — The company has discussed raising as much as $500 million to $1 billion in the round, according to the person, who asked not to be identified because the information isn't public.| Gillian Tan / Bloomberg: |
Source: Insight Partners is set to reap ~$2.7B from the pending sale of Wiz to Alphabet, a 15.5x return on its invested capital, based on its ~8% stake in Wiz — The investment firm will reap about $2.7 billion from the deal, said the person, who asked not to be identified discussing private information.| Fortune: |
Walrus Foundation, which is building an on-chain storage network, raised $140M from Standard Crypto, a16z, and others in a sale of its cryptocurrency, $WAL — Blockchain networks that host files aren't new. Filecoin, Arweave, and a handful of others promise a Google Cloud-like product …
More: Walrus, CoinDesk, The Block, crypto.news, and NFTgators
| Financial Times: |
Sources detail how Jeff Bezos made peace with Donald Trump; many pointed to Amazon losing the $10B JEDI contract during Trump's first term as a watershed moment — In the past year, the Amazon founder has executed a sharp public reversal in his relationship with the president that has surprised even longtime associates
More: Ars Technica and MediaPost
| The Guardian: |
Researchers unveil Aardvark, an AI weather prediction system that they say uses thousands of times less computing power and is much faster than current methods — Researchers say Aardvark Weather uses thousands of times less computing power and is much faster than current systems| Reuters: |
X sues Narendra Modi's government in New Delhi, saying its IT ministry has unlawfully expanded censorship powers to allow the easier removal of online content — India's IT ministry has unlawfully expanded censorship powers to allow the easier removal of online content and empowered … | Mary Ann Azevedo / TechCrunch: |
Germany's Munich Re agrees to acquire digital insurance company Next Insurance for $2.6B; Next Insurance has raised ~$1.2B from Capital G, Redpoint, and others — Germany's Munich Re has signed a definitive agreement to acquire digital insurance company Next Insurance for $2.6 billion, the firms announced on Thursday.
More: Next Insurance, Globes Online, and Reuters
| Mike Butcher / TechCrunch: |
Stockholm-based Rerun, which is building a data stack for “Physical AI” like robots and drones, raised a $17M seed, bringing its total funding to $20.2M — As generative AI moves increasingly into the physical world through robotics, vehicles, and drones, the need to map cloud-based AIs … | Dan Milmo / The Guardian: |
The UK NCSC urges large entities, including energy and transport providers, to introduce “post-quantum cryptography” by 2035 to protect against quantum hackers — Organisations including energy and transport firms told to guard systems against powerful new computers
More: National Cyber Security Centre, Infosecurity, BleepingComputer, UKTN, The Quantum Insider, CyberInsider, CSO, ITPro, ComputerWeekly.com, The Register, The Record, Silicon Republic, and Financial Times
Bluesky: @dannypalmer and @martinsfp
| Kyle Wiggers / TechCrunch: |
Google and UCB researchers detail “inference-time search”, which some call a fourth AI scaling law, though experts are skeptical of its usefulness in many cases — Have researchers discovered a new AI “scaling law”? That's what some buzz on social media suggests — but experts are skeptical.Sponsor Posts
Command Line:
We can build it. Can we judge it? — As agentic AI shortens the path from idea to shipped code, journey evaluation becomes a critical design skill.
We can build it. Can we judge it? — As agentic AI shortens the path from idea to shipped code, journey evaluation becomes a critical design skill.
Will Reed:
The best sales leaders aren't job hunting. Here's how to reach them without months of cold outreach. — Our team came from Box, Square, and Brex, so we already know the GTM leaders worth meeting.
The best sales leaders aren't job hunting. Here's how to reach them without months of cold outreach. — Our team came from Box, Square, and Brex, so we already know the GTM leaders worth meeting.
Zoho:
App Spotlight: Map My Client Location for Zoho CRM — App Spotlight brings you hand-picked solutions that enhance your Zoho apps and tools. Visit Zoho Marketplace to explore all of our apps, integrations …
App Spotlight: Map My Client Location for Zoho CRM — App Spotlight brings you hand-picked solutions that enhance your Zoho apps and tools. Visit Zoho Marketplace to explore all of our apps, integrations …
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
Lenny's Podcast:
An 86-minute guide to finding PMF | Rob Snyder (Author, The Power of Pull)
Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your own product.
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Big Technology Podcast:
Google's Potential, AI Money Spigot Shutting?, PHP Bug & Cybersecurity's "Black October"
The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators.
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Machine Gods:
Fired OpenAI Safety Researchers Speak Out + We Look Inside Pandora's Box
The official podcast of the singularity, from Casey Newton and Kevin Roose. Twice-weekly news, analysis, and interviews with the people who are building the future.
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The Upstarts Podcast:
The Parking Startup That Swallowed A 100-Year-Old Giant | Metropolis CEO Alex Israel
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Sources:
Sundar Pichai on what's next for Google Gemini, Waymo, and data centers in space
Candid conversations with the leaders shaping what's next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a decade.
Subscribe to Sources.
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