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April 3, 2025, 6:00 PM
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| Qianer Liu / The Information: |
Sources: Intel and TSMC have reached a preliminary agreement for a joint venture to operate Intel's chipmaking facilities, with TSMC taking a 20% stake — Intel's financial crisis may be over—with support from its biggest rival. — Executives from Intel and Taiwan Semiconductor Manufacturing … | Kif Leswing / CNBC: |
Tech stocks fall after President Trump announced new global tariffs: Amazon closed down 9%, Meta 9%, Nvidia 7.8%, Alphabet 3.9%, and Microsoft 2.4% — Apple slid more than 6% in late trading Wednesday and led a broader decline in tech stocks after President Donald Trump announced new tariffs of between 10% and 49% on imported goods.
More: The White House, The White House, Marcus on AI, Forbes, Kotaku, Yahoo Finance, The Register, Bloomberg, The Crypto Basic, Reuters, Cryptopolitan, ZDNET, New York Times, Wall Street Pit, Fortune, Deadline, MEDIANAMA, The Atlantic, Verdict, AIN, New Jersey Online, Bloomberg, Polymarket, The Hill, Channel News, PCMag, The Verge, TipRanks Financial, NBC News, United States Trade …, Watcher Guru, and Bloomberg
Bluesky: @carnage4life. X: @jamessurowiecki, @saylor, @billackman, @mikeisaac, @mikeisaac, @brewmarkets, @cobie, @lhsummers, @typesfast, @rapidresponse47, @cobie, @levie, @rabois, @micah_erfan, @mhdempsey, @balajis, @levie, @jtlonsdale, @sullyomarr, @thestalwart, @benbajarin, @mystephanomics, @typesfast, @atrupar, @trumpdailyposts, @thestalwart, @ramit, @armanddoma, @typesfast, @rapidresponse47, @saikatc, @buccocapital, @rapidresponse47, @rapidresponse47, @rapidresponse47, @gopmajoritywhip, @secscottbessent, @sec_noem, @speakerjohnson, @repbrianbabin, @rapidresponse47, @ustraderep, @howardlutnick, @reprileymoore, @secretaryburgum, @rapidresponse47, @palmerluckey, @rapidresponse47, @lhsummers, @lhsummers, @alecstapp, @jamesrbuk, @alecstapp, @jbarro, @dandrezner, @thestalwart, @thestalwart, @d_a_irwin, @cliffordasness, @thestalwart, @esaagar, @dampedspring, @atabarrok, @deanwball, @stavridisj, @dkthomp, @elerianm, @justinwolfers, @justinwolfers, @brazilbrian, @typesfast, @maxwinebach, @jasonfurman, @frances_coppola, @macaesbruno, @ivanwerning, @dkthomp, @ivanwerning, @natesilver538, @adamscochran, @ivanwerning, and @jbulltard1
LinkedIn: Deniz Yarnell and Jamie Tronnes
Forums: r/myanmar, r/technology, r/LinusTechTips, r/Libertarian, r/pcmasterrace, r/investimentos, r/politics, r/politics, r/China_irl, r/StockMarket, r/Economics, r/unusual_whales, r/stocks, r/DHgateVip, r/wallstreetbets, r/Semiconductors, r/WildRoseCountry, r/OnerActive, r/Aliexpress, r/RepsneakersDogs, r/onguardforthee, r/trump, and r/Aliexpress
| Tripp Mickle / New York Times: |
Apple shares drop 9.3% after President Trump announced new tariffs, including 46% on Vietnam and 26% on India, where Apple has been moving production from China — The iPhone maker spent years trying to move production of some products out of China to avoid tariffs. But now that may not matter.
More: Bloomberg, The Verge, CNBC, MacRumors, AppleInsider, Financial Times, Wired, Observer, Video Games Chronicle, Benzinga, Motley Fool, The Verge, DatacenterDynamics, Semafor, Neowin, The Hill, Forbes, PCMag, New York Times, UploadVR, Pajiba, Futurism, BGR, Wall Street Pit, 9to5Mac, XDA Developers, iClarified, Silicon UK, iPhone in Canada Blog, Business Insider, Daily Mail, KED Global, Cryptopolitan, Bloomberg, Above Avalon, Financial Times, Wccftech, MacRumors, 9to5Mac, and AppleInsider
Bluesky: @katie-drummond, @evystadium, and @tonyalbrecht
X: @mingchikuo, @oalexanderdk, @solomonmissouri, @paulg, @stockmktnewz, @thestalwart, @markgurman, @obrien, @tailosivetech, @rogerentner, @rogerentner, and @markgurman. LinkedIn: Lauren Goode
Forums: r/technology, r/apple, r/geopolitics, and MacRumors Forums
| Dominic Preston / The Verge: |
More: Techdirt, Gizmodo, Financial Times, Ars Technica, 9News, Business Insider, Tax Foundation, New Republic, Brad DeLong's Grasping Reality, Daring Fireball, Futurism, Benzinga, WinBuzzer, The Stranger, CNBC, FlowingData, and Fortune
Bluesky: @stevequick, @xiane, @jakelahut.writes.news, @fluffybottomedboy, @blackballer, @michaelmartinez.co, @jbakcoleman, @dude.computer, @mgearsolidarity, @lama-j, @seaks, @hongpong, @meanmeanie, and @sanktmaxtci
Mastodon: @ZhiZhu@newsie.social and @PaulSchleifer@mastodonapp.uk
X: @krishnanrohit, @geiger_capital, @lhsummers, @drewpavlou, @bennpeifert, @drewpavlou, @theomniliberal, @d_boeckner, @brendan_duke, @kushdesai47, and @jyarow
Forums: r/ArtificialInteligence, r/NewsOfTheStupid, r/politics, r/technology, r/artificial, r/politics, and r/europe
| Bloomberg: |
More: Financial Times, PC Gamer, Heatmap News, ZDNET, and Wall Street Journal
Bluesky: @robertscotthorton and @jessefelder
X: @teroterotero and @fromedome
| Jay Peters / The Verge: |
Nvidia says its custom processor for Nintendo's Switch 2 has “dedicated RT Cores and Tensor Cores,” enabling DLSS support and real-time ray tracing on Switch 2 — Nintendo hasn't revealed the full Switch 2 specs, but Nvidia is providing a few more details about the power of this new console.
More: NVIDIA, IGN, Ars Technica, How-To Geek, Tom's Hardware, Thurrott, HotHardware, Engadget, Dexerto, MobileSyrup, Press Start, Game Rant, Laptop Mag, Hardcore Gamer, VG Charts, Neowin, Tom's Guide, VideoCardz.com, GamingBolt, Digital Trends, The Shortcut, My Nintendo News, VideoGamer, Eurogamer.net, Kotaku, TechRaptor, KitGuru, 9to5Toys, TipRanks Financial, TechRadar, TechPowerUp, and Gamereactor UK
Forums: r/NintendoSwitch and r/nintendo
| Ryan Weeks / Bloomberg: |
President Trump's tariffs are set to disrupt the Bitcoin mining sector, as many of the largest miners are based in the US and the supply chain is rooted in Asia — Lauren Lin is in a hurry. She has less than 48 hours to ship about 5,600 Bitcoin mining machines from Thailand to the US …
More: The Verge, Blockworks, Tom's Hardware, Decrypt, CNBC, USA Today, Protos, Fierce Network, Cult of Mac, and Cointelegraph
| Tanaya Macheel / CNBC: |
Bitcoin fell ~5% to ~$81K, ether dropped 7%, and Solana fell 13% after President Trump unveiled new tariffs; Coinbase's and MicroStrategy's shares are down 6%+ — Bitcoin and other cryptocurrencies were under pressure Thursday after President Donald Trump's big tariffs reveal jolted the stock market.
More: Watcher Guru, Bitcoin Insider, NewsBTC, The Crypto Basic, Decrypt, CoinDesk, and NBC News
| Bloomberg: |
Sources: Microsoft has halted talks for, or delayed development of, data center projects in Indonesia, the UK, Australia, Illinois, North Dakota, and Wisconsin — The software company has recently halted talks for, or delayed development of, sites in Indonesia, the UK, Australia, Illinois …
More: Engadget, TechCrunch, Livemint, The Decoder, Futurism, ZeroHedge News, Quartz, CNBC, WinBuzzer, Sherwood News, crypto.news, Cryptopolitan, and The Ankler
X: @brodyford_, @jaguaranalytics, and @mackhawk
Forums: r/wallstreetbets and r/technology
| Jake Bleiberg / Bloomberg: |
Sources: Oracle told some clients this week that hackers stole old login credentials, the second breach that Oracle acknowledged to clients in the past month — - FBI investigating the breach, software company told clients — Oracle informed health-care customers of separate March hack
More: BleepingComputer, CRN, iTnews, CybelAngel, InfoRiskToday.com, CyberInsider, Forbes, and CSO
| Matthias Bastian / The Decoder: |
Google DeepMind outlines its approach to AGI safety in four key areas of risk: misuse, misalignment, mistakes, and structural risks, focusing on the first two — Google Deepmind has published a comprehensive strategy paper detailing its approach to developing safe artificial general intelligence (AGI).
More: Google DeepMind, TechCrunch, Axios, Ars Technica, Android Headlines, InfoRiskToday.com, WinBuzzer, arXiv.org, The Keyword, and Search Engine Journal
Bluesky: @blackamazon. X: @googledeepmind, @patloeber, @kimmonismus, @akshitjindal01, @s_oheigeartaigh, @neelnanda5, @emollick, @rohinmshah, @kimmonismus, and @newsfromgoogle. LinkedIn: Saeed Al Dhaheri
| Adam Satariano / New York Times: |
Sources: the EU is preparing penalties against X for breaking the DSA, including demands for product changes and a fine that a source says could surpass $1B — European regulators are considering fining X more than $1 billion, after weighing the risks of further antagonizing Mr. Musk and President Trump.| Umar Shakir / The Verge: |
Microsoft releases its $350 enterprise Windows 365 Link mini PC in the US, Canada, the UK, Germany, and other countries, after unveiling it in November 2024 — The $350 thin client-like device lets you connect to a Windows machine running on the cloud.| Kyle Wiggers / TechCrunch: |
OpenAI says 130M+ ChatGPT users have generated 700M+ images since the feature's March 25 launch, and India is now the fastest-growing ChatGPT market — OpenAI's new image-generation feature is on track to be one of the company's most popular product launches ever.
More: Techstrong.ai, The Economic Times, MakeUseOf, and The Decoder
Bluesky: @xenago. X: @bradlightcap, @cybersphere_ai, @kevinweil, @romainhuet, @joshuakushner, and @gdb
| Emma Roth / The Verge: |
Amazon is testing a Buy for Me button powered by agentic AI that will let users purchase products from third-party websites without leaving Amazon's app — Amazon wants to use agentic AI to provide third-party websites with your payment information and shipping details.| Jessica Testa / New York Times: |
Spotify debuts new ad tools, including an AI tool in the US and Canada that generates scripts and voiceovers, and pitches itself to advertisers as “nutritional” — After finally achieving profitability, the streaming platform wants to be a healthy alternative to “doom scrolling.”| Taylor Lorenz / User Mag: |
YouTube quietly removed “gender identity” from its hate speech policy after Trump took office; Google says enforcement of the policy remains unchanged — TariffTokers, Gen Z's ‘it couple’, Easter potatoes, anti-MAGA hats, Zuck's D.C. mansion, Amazon's TikTok bid, Silicon Valley's cupid …
More: Advocate. Bluesky: @literalgrill.com, @taylorlorenz, @aridrennen, @pupamp, and @tranniehathaway
| Bloomberg: |
AI video startup Runway raised $308M led by General Atlantic, sources say at a $3B+ valuation, and plans to hire more filmmakers, screenwriters, and others — The deal, which is set to be announced Thursday, pushes Runway's value to just over $3 billion, according to people familiar …
More: Forbes, Reuters, SiliconANGLE, Runway, PYMNTS.com, Crunchbase News, Deadline, and Variety
| Sarah Perez / TechCrunch: |
A researcher says changes in X's web app show X plans to let Verified Organizations bid on abandoned X handles with prices ranging from $10,000 to $500,000+ — X's plan to boost revenue by selling off dormant usernames on its service is starting to shape up.| Andrew Webster / The Verge: |
Nintendo Switch 2 hands-on: larger than the Switch but not uncomfortable, flagship games show off the system well, and the Joy-Con's mouse-like mode is precise — The value proposition of the Nintendo Switch 2 may seem pretty clear, but it's much more obvious when you use one.
More: CNET, Eurogamer.net, The Verge, PCMag, GameSpot, Game Developer, GamesRadar, iPhone in Canada Blog, Polygon, Digital Trends, The Verge, TheGamer, Gizmodo, Kotaku, Tom's Hardware, VentureBeat, Associated Press, The Verge, MobileSyrup, Tech Advisor, TechCrunch, Bloomberg, Comic Book, Wired, Washington Post, Ars Technica, and New York Times
| Duncan Riley / SiliconANGLE: |
Unframe, which helps enterprises deploy tailored AI products for any use case within hours, comes out of stealth with $50M from Bessemer, TLV, Craft, and others — Enterprise artificial intelligence platform startup Unframe Inc. launched today with an announcement that it has raised $50 million … Sponsor Posts
Subquadratic:
Subquadratic: the LLM built for 12M-token reasoning — SubQ can reason across entire codebases and document sets in one pass with no RAG workarounds. Read how SubQ 1.1 Small holds near-perfect retrieval out to 12M tokens.
Subquadratic: the LLM built for 12M-token reasoning — SubQ can reason across entire codebases and document sets in one pass with no RAG workarounds. Read how SubQ 1.1 Small holds near-perfect retrieval out to 12M tokens.
Cape:
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Most carriers track everything. Cape doesn't. — Unlimited talk, text & data, 24-hr metadata deletion, network ID rotation, SIM-attack defense, and more. Switch today and get 29% off for life.
Zoho:
Announcing Zoho POS for South Africa—expanding our commitment to the MEA — We're happy to announce that Zoho POS is now available for South African retail businesses, supporting the region's VAT requirements.
Announcing Zoho POS for South Africa—expanding our commitment to the MEA — We're happy to announce that Zoho POS is now available for South African retail businesses, supporting the region's VAT requirements.
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
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Channels with Peter Kafka:
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