Techmeme
September 27, 2025, 12:35 PM

Top News

Ben Berkowitz / Axios:
Trump says Microsoft should fire its global affairs head Lisa Monaco over her work in the Biden administration, calling her a “menace to US National Security”  —  President Trump late Friday demanded Microsoft fire its head of global affairs, Lisa Monaco, over her work in the Biden administration.
Bloomberg:
Google agrees to guarantee $1.4B of AI computing startup Fluidstack's $3B, 10-year agreement with Cipher Mining and gets the right to buy a 5.4% stake in Cipher  —  Alphabet Inc.'s Google has agreed to anchor a $3 billion data center contract with Cipher Mining Inc. in the latest tie up between …
Wall Street Journal:
Sources: EA is in talks to go private in a deal valuing it at ~$50B; investors include Jared Kushner's PE firm and Saudi Arabia's PIF; EA closes up 14.87%  —  Investors including Silver Lake eyeing deal that would likely be the largest leveraged buyout ever
Eric Newcomer / Newcomer:
Leaked a16z decks: $25B in net returns since its 2009 founding, including $11.2B in 2021, and 56 unicorn investments in the past 10 years, the most of any firm  —  The firm has held its $900 million 2012 Fund III at 9.4x net TVPI.  —  ∙ Paid  —  Andreessen Horowitz is perhaps …
Ben Thompson / Stratechery:
Why YouTube is key to Google's success in AI, with YouTube's AI enhancements making video content more monetizable than text-based content in Search  —  Action is happening up-and-down the LLM stack: Nvidia is making deals with Intel, OpenAI is making deals with Oracle, and Nvidia and OpenAI are making deals with each other.
New York Times:
International Federation of Robotics: Chinese factories installed ~300K new robots in 2024, more than the rest of the world combined; US factories installed 34K  —  China has embarked on a campaign to use more robots in its factories, transforming its manufacturing industries and becoming the dominant maker.
Dwarkesh Patel / Dwarkesh Podcast:
Q&A with reinforcement learning pioneer Richard Sutton on why LLMs are not the path to achieving human intelligence, world models, continual learning, and more  —  Richard Sutton is the father of reinforcement learning, winner of the 2024 Turing Award, and author of The Bitter Lesson.

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Reuters:
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Earlier Picks

Jay Peters / The Verge:
Mark Gurman / Bloomberg:
Kate Whannel / BBC:
Bloomberg:
Sean Hollister / The Verge: