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April 3, 2025, 5:00 PM
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memeorandum
WeSmirchTop News
| 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 …
More: Reuters, Bloomberg, TechCrunch, Capital Brief, Tom's Guide, Yahoo Finance, ZeroHedge News, insideHPC, Wall Street Pit, and TechPowerUp
X: @benbajarin, @benbajarin, @wallstengine, and @luke_metro
| Kif Leswing / CNBC: |
Tech stocks fall after President Trump announced new global tariffs: Meta drops as much as ~8%, Amazon drops ~7%, Nvidia ~5%, Alphabet ~4%, and Microsoft ~3% — Apple slid more than 6% in late trading Wednesday and led a broader decline in tech stocks after President Donald Trump announced …
More: The White House, Marcus on AI, Forbes, Bloomberg, Yahoo Finance, The Register, Motley Fool, Watcher Guru, Cryptopolitan, Kotaku, Fortune, Times of India, The Atlantic, NPR, Coinpedia Fintech News, The Crypto Basic, Crypto Briefing, ZDNET, New York Times, Wall Street Pit, CBS News, TechSpot, New York Post, MEDIANAMA, Deseret News, Verdict, AIN, Bloomberg, Polymarket, The Hill, Channel News, PCMag, The Verge, TipRanks Financial, NBC News, United States Trade …, and Watcher Guru
Bluesky: @carnage4life. X: @jamessurowiecki, @mikeisaac, @mikeisaac, @brewmarkets, @saylor, @billackman, @cobie, @lhsummers, @levie, @typesfast, @rapidresponse47, @cobie, @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: 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%+ 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, Reuters, The Verge, MacRumors, AppleInsider, Financial Times, Wired, Computerworld, Benzinga, CNBC, Video Games Chronicle, Motley Fool, PhoneArena, New York Post, Semafor, Neowin, CNN, Cryptopolitan, South China Morning Post, Forbes, PCMag, New York Times, UploadVR, BBC, BGR, Wall Street Pit, EV, 9to5Mac, XDA Developers, iClarified, Barron's Online, Business Insider, KED Global, 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
Forums: r/technology, r/apple, r/geopolitics, and MacRumors Forums
| Euractiv: |
France says a second EU response to Trump's tariffs will cover digital services, including those provided by Google, Amazon, Meta, Apple, and Microsoft — “We won't stand idly by, should we be unable to reach a fair deal,” EU trade chief Maroš Šefčovič said.| Dominic Preston / The Verge: |
The White House appears to have used an oversimplified calculation that several major AI chatbots recommend to calculate reciprocal tariffs — ChatGPT, Gemini, Grok, and Claude all recommend the same “nonsense” tariff calculation. … When President Donald Trump began yesterday's announcement …
More: Techdirt, Decrypt, Ars Technica, Financial Times, Tax Foundation, Brad DeLong's Grasping Reality, WinBuzzer, Fortune, New Republic, CNBC, The Stranger, Futurism, and Benzinga
Bluesky: @stevequick, @xiane, @jakelahut.writes.news, @fluffybottomedboy, @blackballer, @michaelmartinez.co, @jbakcoleman, @dude.computer, @mgearsolidarity, @lama-j, @seaks, @hongpong, @sanktmaxtci, and @meanmeanie
Mastodon: @ZhiZhu@newsie.social and @PaulSchleifer@mastodonapp.uk
X: @krishnanrohit, @lhsummers, @geiger_capital, @jyarow, @drewpavlou, @bennpeifert, @drewpavlou, @theomniliberal, @d_boeckner, @brendan_duke, and @kushdesai47
Forums: r/politics, r/technology, r/artificial, r/politics, and r/europe
| Bloomberg: |
More: Financial Times, PC Gamer, Reuters, ZDNET, and Wall Street Journal
Bluesky: @robertscotthorton and @jessefelder
X: @teroterotero and @fromedome
| Spencer Soper / Bloomberg: |
More: The White House, The Verge, Business Insider, Gizmodo, Barron's Online, The Information, CNBC, The Times, The Business of Fashion, Times of India, The US Sun, PCMag, and Axios
X: @aaronandml, @aaronandml, @senbillcassidy, @senbillcassidy, @dominicjpino, @typesfast, and @nic__carter. LinkedIn: Deniz Yarnell. Forums: r/TemuThings
| 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: TechCrunch, Livemint, The Decoder, Quartz, ZeroHedge News, CNBC, WinBuzzer, Sherwood News, crypto.news, Cryptopolitan, and The Ankler
X: @brodyford_, @jaguaranalytics, and @mackhawk
Forums: r/technology and r/wallstreetbets
| 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, Tom's Hardware, Thurrott, HotHardware, Engadget, Dexerto, MobileSyrup, Laptop Mag, Hardcore Gamer, VideoCardz.com, Tom's Guide, VG Charts, The Shortcut, TipRanks Financial, Neowin, TechRadar, GamingBolt, Digital Trends, My Nintendo News, VideoGamer, Eurogamer.net, Kotaku, TechRaptor, KitGuru, 9to5Toys, TechPowerUp, and Gamereactor UK
Forums: r/NintendoSwitch and r/nintendo
| 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, CyberInsider, CSO, InfoRiskToday.com, and Forbes
| 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, Android Headlines, InfoRiskToday.com, Search Engine Journal, WinBuzzer, arXiv.org, and The Keyword
Bluesky: @blackamazon. X: @emollick, @kimmonismus, @kimmonismus, @patloeber, @akshitjindal01, @neelnanda5, @googledeepmind, @s_oheigeartaigh, @newsfromgoogle, and @rohinmshah. LinkedIn: Saeed Al Dhaheri
| 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: The Economic Times, Techstrong.ai, MakeUseOf, and The Decoder
Bluesky: @xenago. X: @bradlightcap, @kevinweil, @romainhuet, @joshuakushner, @gdb, and @cybersphere_ai
| 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.| 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, Protos, USA Today, Fierce Network, Fortune, Cointelegraph, and iPhone in Canada Blog
| Tanaya Macheel / CNBC: |
More: TechCrunch, CoinDesk, Decrypt, Bitcoin Insider, NewsBTC, and The Crypto Basic
| 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.”| 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.| 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, SiliconANGLE, Reuters, PYMNTS.com, Runway, Crunchbase News, Deadline, and Variety
| 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, Polygon, Digital Trends, The Verge, Associated Press, TheGamer, Gizmodo, Kotaku, Tom's Hardware, VentureBeat, The Verge, MobileSyrup, Tech Advisor, TechCrunch, Bloomberg, Comic Book, Wired, Washington Post, Ars Technica, and New York Times
| Anton Shilov / Tom's Hardware: |
Intel unveils a new slogan, “That's the power of Intel Inside”, bringing back its Intel Inside theme from 1991; its current marketing focuses on its Core series — From inside to outside? — Ever since Intel launched its ‘Intel Inside’ campaign in 1991, its brand identity … | Madhumita Murgia / Financial Times: |
Q&A with Christopher Bishop on leading Microsoft's AI for Science lab, why scientific discovery will be AI's single most important application, and more — The AI for Science lab director discusses the technology's capability to accelerate time-consuming research| The Information: |
Sources: Google is in advanced talks to rent Nvidia Blackwell chips from CoreWeave, highlighting how Nvidia customers are struggling with AI chip availability — Google is in advanced talks to rent state-of-the-art Nvidia Blackwell chips for running artificial intelligence from CoreWeave …
More: Cautious Optimism, WinBuzzer, Benzinga, DatacenterDynamics, and TipRanks Financial
Bluesky: @carnage4life and @edzitron.com
| 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 … 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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Zoho:
Celebrating 10 years of Zoho Marketplace — 30 Zoho products,2,900+ extensions and integrations,1 million+ users, and2 million installations.Zoho Marketplace celebrates a decade-long journey of adding timeless value …
Celebrating 10 years of Zoho Marketplace — 30 Zoho products,2,900+ extensions and integrations,1 million+ users, and2 million installations.Zoho Marketplace celebrates a decade-long journey of adding timeless value …
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.
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Channels with Peter Kafka:
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Big Technology Podcast:
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Booking.com CEO on AI and the Future of Travel
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Connecting the Unconnected: Doreen Bogdan-Martin
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.
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