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September 7, 2025, 1:30 PM
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memeorandum
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| Susanne Barton / Bloomberg: |
Microsoft says clients of its Azure cloud platform may experience increased latency after multiple international cables in the Red Sea were cut — Microsoft Corp. said Saturday it's no longer detecting issues with its Azure cloud platform after multiple international cables in the Red Sea were cut.
More: BBC, Tom's Hardware, azure.status.microsoft, TechCrunch, Reuters, WinBuzzer, Fox Business, Al Jazeera, Newsweek, Travel And Tour World, Benzinga, Livemint, Reuters, India Today, and Türkiye Today
Bluesky: @cuthrell.com, @twmcltd, and @quinnypig.com
Forums: Hacker News, r/worldnews, and r/technews
| Reuters: |
Sources: ASML is committing €1.3B for Mistral's €1.7B Series C funding round, becoming the top shareholder, and is expected to get a board seat — ASML (ASML.AS), a crucial supplier of advanced chipmaking equipment, is set to become the top shareholder of French artificial … | SemiAnalysis: |
An in-depth look at AWS' underperformance in the GenAI era, as Microsoft Azure and Google Cloud gain ground, and how Anthropic could spark an AWS AI resurgence — Two-and-a-half years ago, we flagged a looming “cloud crisis” at AWS. Today, the evidence has mounted.| Simon Willison / Simon Willison's Weblog: |
GPT-5 Thinking in ChatGPT is shockingly good at search and demonstrates the potential of combining tool calling with chain-of-thought reasoning — “Don't use chatbots as search engines” was great advice for several years... until it wasn't. — I wrote about how good OpenAI's o3 was at using …
| Washington Post: |
PitchBook: VCs have invested $5B+ in humanoid robotics startups since the beginning of 2024, as years of steady progress and GenAI triggers an investment frenzy — A frenzy of investment has created a crowd of new human-like designs. — SALEM, Ore. — In an office park opposite an Amazon warehouse, the robots are at work.| OpenAI: |
OpenAI researchers argue that language models hallucinate because standard training and evaluation procedures reward guessing over admitting uncertainty — Read the paper(opens in a new window) — At OpenAI, we're working hard to make AI systems more useful and reliable.
More: Digit, MarkTechPost, The Hill, The Decoder, Business Insider, and CNET
X: @iamtrask, @emollick, @michalkubicek, @rohanpaul_ai, @jiovan, @ziv_ravid, and @levie. LinkedIn: Hannes W.
Bluesky: @mikeyass and @avengingfemme
Forums: Hacker News, r/MachineLearning, and r/singularity
| Alex Isenstadt / Axios: |
The Winklevoss twins have become major GOP donors; a source says they've donated $32M+ since 2017, including $21M to a new pro-Trump and pro-crypto super PAC — There's a new megadonor force in Republican politics: the crypto-mogul Winklevoss twins. … - “Who are the donors going to be for the next 20 to 30 years?| Ivan Levingston / Financial Times: |
Dealroom: European VC deals are set to rise 3-4% YoY in 2025 to $57B, about the same as in 2023, driven by rising startup valuations in AI, fintech, and defense — Interest in AI and defence tech start-ups has boosted investor activity after a prolonged slowdown
LinkedIn: Mat Gazeley
| Richard Nieva / Forbes: |
A profile of Mercor, a Scale AI rival valued at $2B in February, which hires domain experts to train models; it had a $100M run rate in March and $6M H1 profit — Mercor, debuting on the Forbes Cloud 100 list, built an AI recruiter to interview job candidates.| Bloomberg: |
Filing: Anthropic has agreed to pay $1.5B plus interest to resolve an authors' copyright lawsuit over the company's downloading of millions of pirated books — Anthropic PBC will pay at least $1.5 billion plus interest to resolve an authors' copyright lawsuit over the AI company's downloading …
More: The New Stack, Livemint, Taipei Times, Simon Willison's Weblog, Engadget, WinBuzzer, Moneycontrol, New York Times, Wired, Mashable, The Verge, PC Gamer, Fast Company, Ars Technica, CGTN, PCMag, Wall Street Journal, International Business Times, Axios, Associated Press, Tom's Hardware, Washington Post, AppleInsider, iPhone in Canada, Notebookcheck, Reuters, RTÉ, Thurrott, The Decoder, 9to5Mac, Benzinga, ai fray, StrictlyVC, NPR, NBC News, The Authors Guild, IPWatchdog.com, Pixel Envy, Fortune, Spyglass, Futurism, Oh No They Didn't!, and TechCrunch
X: @adameisgrau, @morqon, @natolambert, @peterhndrsn, @emostaque, @eriqgardner, @brianstelter, and @willoremus
Bluesky: @cathfletcher, @fabmusacchio, @benzy.me, @rasmansa, @nkjemisin, @notdred, @ryanestrada.com, @kateheartfield.com, @michellewitte, @jasonsanford, @eff.org, @kevinbaker, and @carnage4life
Mastodon: @simon@fedi.simonwillison.net, @pivic@kolektiva.social, @gglockner@social …, @remixtures@tldr.nettime.org, @pleia2@floss.social, @david@fedi.larlet.fr, @mimarek@universeodon.com, @remixtures@tldr.nettime.org, and @dilmandila@mograph.social
Forums: r/technology, r/Fauxmoi, r/writing, r/antiai, r/OpenAI, r/LocalLLaMA, r/news, r/technology, r/BetterOffline, r/ClaudeAI, r/Anthropic, and r/redditstock
| David Harold / Jon Peddie Research: |
Mojo Vision raised a $75M Series B led by Vanedge Capital to commercialize its microLED tech for products such as AI glasses and optical interconnects — Mojo raises fresh capital to commercialize micro-LED platform for AI. … Mojo Vision has secured $75 million in new funding to accelerate …
More: Business Wire and FinSMEs
| Chris Metinko / Axios: |
Shift5, which develops cybersecurity tools for the military and critical infrastructure, raised a $75M Series C led by Hedosophia — Data and cybersecurity startup Shift5 locked up a $75 million Series C led by Hedosophia, co-founder and CEO Josh Lospinoso tells Axios Pro...
More: citybiz, ExecutiveBiz, Shift5, and Washington …
| Chloe Cornish / Financial Times: |
Noon, an Amazon rival in the Middle East that has raised $2.7B since its 2016 launch and is now valued at “close to” $10B, is planning an IPO within two years — Saudi Arabia-backed group mulls dual listing as it pushes into autonomous delivery| John Kang / Forbes: |
A profile of Razer CEO Min-Liang Tan, as the gaming hardware giant readies AI tools for game development and to help players sharpen their skills — Razer, founded and run by Min-Liang Tan for two decades, is prepping to release cutting-edge AI tools to help game developers produce games faster … 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.
Cloudflare:
Cloudflare Connect 2026: The Agentic Conference — Stop preparing for agents. Start running them. 100+ sessions, workshops, and speakers from OpenAI, Arm, and Cloudflare across AI, security, and performance.
Cloudflare Connect 2026: The Agentic Conference — Stop preparing for agents. Start running them. 100+ sessions, workshops, and speakers from OpenAI, Arm, and Cloudflare across AI, security, and performance.
Zoho:
Automate your scheduling workflows with Zoho Calendar — Your calendar can do more than schedule meetings Creating a calendar event takes only a few seconds. But scheduling is rarely just about creating the event.
Automate your scheduling workflows with Zoho Calendar — Your calendar can do more than schedule meetings Creating a calendar event takes only a few seconds. But scheduling is rarely just about creating the event.
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
Big Technology Podcast:
A Sober Conversation About AI Existential Risk — With Nate Soares
The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators.
Subscribe to Big Technology Podcast.
Channels with Peter Kafka:
AI Wants to Shop for You. What Could Go Wrong?
Media and tech aren't just intersecting - they're fully intertwined. To understand how those worlds work, Peter Kafka talks to industry leaders, upstarts and observers.
Subscribe to Channels with Peter Kafka.
Invest Like the Best:
Michael Moritz - Lessons From 40 Years of Investing and Writing
The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas.
Subscribe to Invest Like the Best.
Sources:
Baseten's CEO on why every company will want to own its AI
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.
Training Data:
Box's Aaron Levie: On Reinventing Yourself in the AI Age and Enterprise Diffusion
Sequoia Capital partners host conversations with leading AI builders and researchers to develop a deeper understanding of the evolving technologies and their implications.
Subscribe to Training Data.
Uncapped with Jack Altman:
Andrew Feldman from Cerebras
Conversations with people I admire about things I'm genuinely interested in.
Subscribe to Uncapped with Jack Altman.
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