Techmeme
October 1, 2025, 8:10 PM

Top News

Meghan Bobrowsky / Wall Street Journal:
Meta says it will use users' AI chatbot conversations to help personalize ads and content, starting on December 16, but not in the UK, South Korea, or the EU  —  While users won't be able to opt out from the new policy, the content of some conversations will be automatically excluded
Will Knight / Wired:
Mira Murati's Thinking Machines Lab launches its first product, Tinker, an API for fine-tuning language models, in private beta with support for Qwen and Llama  —  Thinking Machines Lab, led by a group of prominent former OpenAI researchers, is betting that fine tuning cutting-edge models will be the next frontier in AI.
Financial Times:
Sources: the UK Home Office issued an order to Apple in early September to create a backdoor into its cloud storage service, this time targeting only UK users  —  Order issued in September comes after Trump administration said London had backed down in fight over encryption
Rohan Goswami / Semafor:
Sources: Intel is in early-stage talks to add AMD as a foundry customer; Intel lacks the technology to produce AMD's most advanced chips; INTC closes up 7.12%  —  THE SCOOP  —  Intel is in early-stage talks to add AMD as a customer at Intel's factories, in what would be another vote …
Mark Gurman / Bloomberg:
Sources: Apple has paused development of a lighter Vision Pro to focus on smart glasses, a no-display model for a 2027 release, and a model with a display later  —  Apple Inc. has hit pause on a planned overhaul to its Vision Pro headset to redirect resources toward a more urgent effort …
Matt Day / Bloomberg:
Satya Nadella hands marketing and operations oversight to Judson Althoff, naming him CEO of Microsoft's commercial business, to focus more on technical work  —  Microsoft Corp. is giving its longtime sales chief oversight of marketing and operations in a reorganization designed to free …
Abner Li / 9to5Google:
Google unveils Gemini for Home, replacing Google Assistant on smart speakers, with new voices and improved conversational skills, and a redesigned Home app  —  Gemini for Home does more than just replace Google Assistant on smart speakers and displays.  Featuring a rebuilt Home architecture …
Chris Welch / Bloomberg:
Yoolim Lee / Bloomberg:
OpenAI signs with Samsung and SK Hynix to supply chips and other gear to Stargate; Samsung and SK Hynix say demand from OpenAI could reach 900K wafers per month  —  Samsung Electronics Co. and SK Hynix Co. have forged initial agreements to supply chips and other gear to OpenAI's Stargate project …
Jordan Novet / CNBC:
Microsoft launches a $19.99/month Microsoft 365 Premium subscription, which bundles Copilot Pro with Microsoft 365 Family for six users and 6TB of cloud storage  —  Microsoft said Wednesday that it will stop promoting a consumer subscription for artificial intelligence services and introduced …
Tom Warren / The Verge:
Microsoft raises its Xbox Game Pass Ultimate subscription price from $19.99/month to $29.99/month, rebrands Xbox Game Pass Core and Standard plans, and more  —  Microsoft is also adding PC games and cloud access to its new Xbox Game Pass Essential and Premium plans.
Jennifer Maas / Variety:
Amazon revamps Luna “from the ground up” with a new UI and AAA games like Hogwarts Legacy and new GameNight original party games, available to Prime subscribers  —  Amazon is revamping its cloud-gaming service Luna to offer a wide variety of top-tier games, including “Hogwarts Legacy” …
M.G. Siegler / Spyglass:
Sora, which is fun and simple to use, shows that OpenAI remains good at creating viral products, unlike Meta, whose Vibes video feed feels half-baked and obtuse  —  Another viral product hit for OpenAI, this time in video...  It's been a long time since I've been this sucked into an app.
Robert Burnson / Bloomberg:
Apple files a motion to dismiss xAI's lawsuit, which alleges that Apple's ChatGPT integration stifles competition, saying it plans to integrate other chatbots  —  Apple Inc. says it did nothing wrong in choosing to partner with OpenAI — rather than Elon Musk's xAI — when it added generative …
Bloomberg:
Sources: European prosecutors are investigating whether Northern Data illegally claimed a tax break on ~€500M worth of GPUs it used for crypto mining  —  A criminal investigation that led to raids of Northern Data AG's offices last week is focused on whether the company illegally claimed …
Harshita Mary Varghese / Reuters:
T-Mobile expands its Starlink satellite service to support apps such as WhatsApp, Google Maps, and X, after launching it in July with basic features like SMS  —  T-Mobile (TMUS.O) said on Wednesday its satellite-to-cell network now supports widely used apps, including WhatsApp, Google Maps and X …
Jess Weatherbed / The Verge:
Epic says that Apple's iOS 18.6 “updated” UX for alt app marketplaces increased installations on par to Windows and macOS, cutting drop-offs from 65% to ~25%  —  But Google still makes them intentionally difficult to install. … Stats shared by the gaming software giant …
Rashi Shrivastava / Forbes:
Axiom Math, which aims to build an “AI mathematician” and has recruited researchers from Meta, raised a $64M seed led by B Capital at a $300M valuation  —  Axiom Math, which has recruited top talent from Meta, has raised $64 million in seed funding to build an AI math whiz.
More: Implicator.ai, Axiom, and B Capital
LinkedIn: Carina Hong, B Capital, and AxiomBluesky: @rashis
Lex Fridman:
Q&A with Pavel Durov on Telegram, his arrest, censorship, not using a phone, Romanian elections, VK, encryption, Edward Snowden, spring 2018 poisoning, and more  —  - Watch the full YouTube version of the podcast  —  Table of Contents  —  Here are the loose “chapters” in the conversation.
Jay Peters / The Verge:
Ray-Ban Meta Gen 2 review: 3K video capture is a little sharper than last gen and improved battery life, but some may feel uneasy wearing a camera in public  —  The second-generation Ray-Ban Meta smart glasses aren't too different from the first.  The biggest change is that they have a better battery life …

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