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September 14, 2025, 11:50 PM
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| Abner Li / 9to5Google: |
Google's Gemini app is the #1 app in the US App Store, driven by its Nano Banana model, which has been used to edit 500M+ images since its August 26 launch — The Nano Banana image editing model has been a hit for Google, and presumably the reason that Gemini for iPhone is the top free app in the US App Store.
More: Cautious Optimism, The Economic Times, Livemint, and Android Police
| Joshua Franklin / Financial Times: |
An interview with Goldman Sachs partner Kerry Blum on how the company's ~46,000 employees are using GenAI-powered GS AI Assistant and the risks of over-reliance — One partner explains the efficiencies and limitations of new tools — When Goldman Sachs partner Kerry Blum was wrestling …
Bluesky: @carnage4life
| Wall Street Journal: |
How Hangzhou, home to DeepSeek and Alibaba, became China's AI hub as the government builds a Silicon Valley-inspired innovation corridor in the city's west — Money, talent and entrepreneurial spirit have turned DeepSeek's hometown into a global AI hub — HANGZHOU, China …
More: DeepLearning.AI. X: @austrosaraceno, @kanthan2030, @shenlulushen, and @rohanpaul_ai. LinkedIn: Frank Feather
| Jerry Neumann / Colossus: |
The AI revolution has more in common with shipping containerization than the boom unleashed by the microprocessor: diffuse global benefits but few new fortunes — The disruption is real. It's also predictable. — ISSUE 04 — Fortunes are made by entrepreneurs and investors … | Nikou Asgari / Financial Times: |
How Coinbase is navigating the easing regulatory environment, increasing acceptance of crypto in the financial system, and intensifying competition — White House enthusiasm for digital assets boosts exchange's share price but is stoking heightened competition| Harry Dempsey / Financial Times: |
Japan is becoming a test bed for whether logistics companies can overcome labor shortages, as the aging country lags behind US and China in logistics automation — Amazon makes promising advances but the pool of human truck drivers is shrinking dramatically
More: Nikkei Asia
| SemiAnalysis: |
A deep dive into the architecture of Nvidia's Rubin CPX chip, which is optimized for long-context AI tasks and the prefill phase of inference — New Prefill Specialized GPU, Rack Architecture, BOM, Disaggregated PD, Higher Perf per TCO, Lower TCO, GDDR7 & HBM Market Trends
More: VideoCardz.com. X: @apples_jimmy, @basedjensen, @rouanijihad, @speranzaguid, @dylan522p, @highyieldyt, @aj_kourabi, @3dcenter_org, and @highyieldyt. Bluesky: @timkellogg.me
Forums: r/NVDA_Stock and r/AMD_Stock
| Ben Fritz / Wall Street Journal: |
Penske Media sues Google, says ~20% of Google search results linking to its sites now include AI Overviews, and affiliate link revenue fell 33%+ since late 2024 — Penske Media alleges artificial-intelligence-generated answers steal its content and have reduced traffic and revenue for its sites
More: Gizmodo, Reuters, Engadget, Moneycontrol, Chat GPT Is Eating the World, TechCrunch, B&T, PYMNTS.com, Forbes, The Information, The A.V. Club, The Wrap, The Verge, SiliconANGLE, Benzinga, and Axios
X: @jason, @jason_kint, @jason_kint, @jason_kint, @jason_kint, @jason_kint, @jason_kint, @benfritz, @jason_kint, @natejhake, @jason_kint, and @jason_kint
Forums: r/technology and r/google
| Kevin Roose / New York Times: |
An interview with Eliezer Yudkowsky, one of the first people to warn of AI risks, on AI benefits, using violence to stop AI, Rationalism, his new book, and more — Eliezer Yudkowsky has spent the past 20 years warning A.I. insiders of danger. Now, he's making his case to the public.
More: New York Times and Semafor
| Google Research: |
Google releases VaultGemma, a 1B-parameter model it says is the largest open LLM trained from scratch with differential privacy, on Hugging Face and Kaggle — We introduce VaultGemma, the most capable model trained from scratch with differential privacy. As AI becomes more integrated into our lives … | Ramsay Hodgson / Financial Times: |
i.AI, a UK government unit offering a median salary of £67K to develop tools to improve civil service efficiency, is struggling to attract top talent — The Incubator for Artificial Intelligence unit spent less than half of its budget last year because of recruitment delays
Bluesky: @matthewrussell and @theaudra77
| Alex Heath / The Verge: |
Q&A with Bret Taylor on Sierra's AI customer support agents, AGI, Sam Altman's comments on the AI bubble, Mark Zuckerberg's superintelligence rebrand and more — Welcome to Decoder. This is Alex Heath. For my final episode as your Thursday guest host, I recently sat down with Bret Taylor … | Nic Fildes / Financial Times: |
Australia is emerging as a prominent player in quantum computing, enabled by breakthrough academic work and sustained government funding since the 1990s — Advances in the technology have been made possible by sustained government funding since the 1990s — At a technology hearing …
LinkedIn: Antoine van Oijen
| Gregory Gondwe / Associated Press: |
How thousands of small-scale farmers in Malawi are using a government-backed AI chatbot, designed by the nonprofit Opportunity International, for farming advice — Alex Maere survived the destruction of Cyclone Freddy when it tore through southern Malawi in 2023. His farm didn't.
LinkedIn: Paul Essene, Opportunity International, Timothy Strong, and Gregory Gondwe. Bluesky: @globalstewards
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Access:
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A show from the Verge about big ideas - and other problems.
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Lenny's Podcast:
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Channels with Peter Kafka:
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