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August 11, 2025, 2:50 AM
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memeorandum
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| Financial Times: |
Sources: Nvidia and AMD agreed to pay the US government 15% of revenues from H20 and MI308 chip sales in China to obtain export licenses granted last week — Chipmakers agree to unusual arrangement to secure export licences from Trump administration — Nvidia and AMD have agreed to give …
More: New York Times, Reuters, BBC, CNBC, Wall Street Journal, Moneycontrol, MarketWatch, The Register, Benzinga, CNBC, The Economic Times, Arabian Business, Fortune, Bloomberg, Daily Mail, RTHK, NewsMax.com, The Information, Axios, ZeroHedge News, Investor's Business Daily, PC Gamer, Capital Brief, The Guardian, Motley Fool, Channel NewsAsia, Implicator.ai, and Wccftech
Bluesky: @thebluenami.is.democrat, @caseynewton, @amanbatheja, @fbajak, @kevinmulhall, @past-tense, @tdcheetah, @markriedl, and @davelee.me
X: @miles_brundage, @dimi, @dkaushik96, @mattzeitlin, @nxthompson, @reichlinmelnick, @stephenwertheim, @dampedspring, @adamscochran, @constans, @mhdempsey, @jeffreywestling, @stocksavvyshay, @joepostingg, @patrickmoorhead, @neoavatara, @scottlincicome, @nominalthoughts, @kobeissiletter, @miles_brundage, @policytensor, @noahpinion, @modeledbehavior, @dominicjpino, @michaelsobolik, @jukanlosreve, @petereharrell, @dastdn, @jakeauch, @varunkrovi, and @rwang07. LinkedIn: Christopher Padilla
Forums: r/hardware, r/StockMarket, r/technology, r/Conservative, r/Economics, r/politics, r/neoliberal, r/China, r/intelstock, and r/AMD_Stock
| Demetri Sevastopulo / Financial Times: |
Sources: Chinese officials have urged the Trump administration to relax HBM chip export controls during trade talks, after the Biden administration ban in 2024 — Experts warn dropping restrictions would give Beijing a competitive advantage in artificial intelligence
More: Watcher Guru, CNBC, Reuters, Capital Brief, Semafor, Taipei Times, Gizmodo, Tech in Asia, and RTHK
LinkedIn: Liza Tobin and Wendy Cutler
Forums: r/hardware and r/China
| Lauren Thomas / Wall Street Journal: |
Sources: Intel CEO Lip-Bu Tan is set to meet Trump on Monday to propose ways the US and Intel could work together, show his commitment to the US, and more — Lip-Bu Tan is set to meet with the president, who last week called for Tan's removal — Intel CEO Lip-Bu Tan is set to visit …
More: Fortune, Fox Business, Reuters, Benzinga, BERNAMA, Washington Times, SiliconANGLE, The Information, NewsMax.com, and 9to5Mac
Bluesky: @fpga.org and @carnage4life
Forums: Hacker News, r/intelstock, r/hardware, and r/StockMarket
| Luc Olinga / Gizmodo: |
Sam Altman says OpenAI is restoring GPT-4o to ChatGPT and raising reasoning model limits for free and Plus users, as usage of reasoning models increases — The move is a stunning reversal, proving that even the most powerful AI company can't ignore a mutiny from its loyal user base.
More: The Hans India, Business Standard, Benzinga, Livemint, BMI, Digital Trends, Business Insider, The Indian Express, Moneycontrol, Inc, TechRadar, The Algorithmic Bridge, Windows Central, Engadget, Neowin, PCMag, Financial Express, The Decoder, The Verge, Windows Report, Simon Willison's Weblog, Joanna Stern's Newsletter, MacRumors, VentureBeat, Mashable, and 9to5Mac
Bluesky: @asadotzler.com. X: @sama, @altryne, @kimmonismus, @meowforl, @ai_for_success, @the_real_bersek, @stefanbuilds, @ace101x, @randomsprint, @backerd_ceo5, @datachaz, @devagrawal09, @ctrlaltdwayne, @sama, @sama, @sama, @cgoodman308, @evanmendenhall_, @alexgertzusa, and @sama
| Gary Marcus / Marcus on AI: |
GPT-5's release was underwhelming, offering incremental improvements and failing to meet expectations, showing that pure scaling simply isn't the path to AGI — A new release botched ... and new research paper that spells trouble — GenerativeAI had a truly bad week.
More: VentureBeat, The Observer, Mathieu Acher, Luiza's Newsletter, Implicator.ai, Realtime Techpocalypse …, Bloomberg, Forbes, Financial Times, and Mediaweek
Bluesky: @thelincoln. Mastodon: @leighelse@mastodon.nz. X: @emollick, @garymarcus, @garymarcus, @swarley75042565, @garymarcus, @garymarcus, @colin_fraser, @xriskology, @garymarcus, @quanquangu, @daniel_271828, @garymarcus, @aidan_mclau, @mrewanmorrison, @the_ai_skeptic, @scaling01, @benwansell, @yuchenj_uw, @garymarcus, @luizajarovsky, @jeremyphoward, @burny_tech, @anoop_331, @egidemurisa, @mgonto, @scaling01, @wasgo, @explodemeow102, @scaling01, and @garymarcus
LinkedIn: Gary Marcus, Chris Richardson, and Hugi Aegisberg
Forums: Hacker News, Hacker News, r/artificial, and r/agi
| Mark Gurman / Bloomberg: |
Sources: Apple is testing upgraded App Intents with Uber, Temu, Amazon, YouTube, WhatsApp, and other apps to transform Siri into a true voice-first interface — Apple's upcoming voice-control feature for the new Siri could be an under-the-radar hit — if it works.
More: MacRumors, Moneycontrol, Hindustan Times, Engadget, Livemint, Mashable, PhoneArena, iClarified, Benzinga, AppleInsider, Wccftech, 9to5Mac, Seeking Alpha, Digital Trends, iThinkDifferent, Cult of Mac, The Mac Observer, 9to5Mac, and AppleInsider
Bluesky: @hilli.tech. Mastodon: @markgurman@mastodon.social. X: @markgurman, @bzamayo, @markgurman, @addictivecolors, and @markgurman
Forums: r/apple and MacRumors Forums
| Stevie Bonifield / PC Gamer: |
AOL is discontinuing its dial-up internet service on September 30; it was launched in 1991 and reportedly had subscribers “in the low thousands” in 2021 — Dial-up's days are numbered, after 34 years of service. — On September 30, AOL's dial-up hold-outs will need to finally move on to another internet service.
More: AOL Help, Tom's Hardware, AppleInsider, ISPreview UK, NBC News, New York Times, New York Sun, Engadget, How-To Geek, TheGamer, XDA Developers, PCMag, Liliputing, twitchy.com, and OSnews
Bluesky: @mranthropology, @jswatz, and @twoyutes
Mastodon: @paul_ipv6@infosec.exchange, @blakespot@oldbytes.space, and @chris@mastodon …. Threads: @petershankman
Forums: Hacker News, r/business, r/Xennials, r/pcmasterrace, r/technology, r/Millennials, Beehaw, and Slashdot
| David Sacks / @davidsacks: |
Doomer predictions of a rapid, monopolistic AGI were wrong, as recent AI model releases resemble a Goldilocks scenario with competitive, specialized models — A BEST CASE SCENARIO FOR AI? The Doomer narratives were wrong. Predicated on a “rapid take-off” to AGI, they predicted that the leading AI model would use its intelligence to self-improve, leaving others in the dust, and quickly achieving a godlike superintelligence. Instead, we
More: Marginal Revolution, Axios, Fortune, and Business Insider
| Ashley Carman / Bloomberg: |
Wondery's restructure suggests the end of the “Serial” podcasting era and the start of a new one, marked by investment tied to video and the creator economy — With the rise of video-centric podcasting, the industry is poised to usher in a new wave of series and deals.| Financial Times: |
A long-running cyberattack campaign between Israel and Iran has continued since the June ceasefire, with Israel landing the most telling blows — A long-running campaign of cyber attacks has continued since a ceasefire ended the 12-day conflict — In the days after Israel launched … | Bloomberg: |
Investors are increasingly divesting from companies they fear are at risk of AI disruption, like Wix and Shutterstock, which are down at least 30% in 2025 — Artificial intelligence's imprint on US financial markets is unmistakable. Nvidia Corp. is the most valuable company in the world at nearly $4.5 trillion.
More: Benzinga
| Natasha Singer / New York Times: |
CS grads struggle to land jobs as tech companies lay off workers and embrace AI; CS majors face a 6.1% unemployment rate in the US among grads aged 22 to 27 — Growing up near Silicon Valley, Manasi Mishra remembers seeing tech executives on social media urging students to study computer programming.
More: The Economic Times, The Indian Express, TechCrunch, Implicator.ai, Bloomberg, and Reuters
Bluesky: @jaylyall, @kalimurray, @audreytruschke, @jacobrosenberg, @j4ck.xyz, @prietschka, @brendelbored, and @stephenturner.us. Mastodon: @jeffjarvis@mastodon.social
Threads: @carnage4life and @alexia
X: @yashalevine and @jimpethokoukis
LinkedIn: Jacob Bacharach and Patrick Halina
Forums: r/antiwork, r/jobs, r/singularity, r/recruitinghell, r/technology, r/cursor, r/economy, and Beehaw
| Leslie Liang / Rest of World: |
Western pharma giants have struck multibillion-dollar deals with Chinese biotech firms using AI, signaling confidence in China's AI drug discovery research — Multibillion-dollar partnerships show China's rising influence in AI-driven pharmaceuticals. — Western pharmaceutical giants … | Hadriana Lowenkron / Bloomberg: |
Bo Hines, the head of the White House Presidential Council of Advisers for Digital Assets, says he is stepping down and returning to the private sector — Bo Hines, the head of the White House Presidential Council of Advisers for Digital Assets, said he was stepping down and returning to the private sector.
More: Decrypt, Blockhead, Cointelegraph, Reuters, The Crypto Times, crypto.news, Bitcoin Insider, CryptoPotato, Cryptonews, DL News, CoinGape, Crypto Briefing, The Hill, Blockonomi, and The Block
X: @bohines, @davidsacks47, @silvermanjacob, and @sriramk
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