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October 8, 2025, 3:20 PM
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memeorandum
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| Bloomberg: |
Nvidia's and OpenAI's wave of deals is escalating concerns that the $1T+ AI boom is being artificially propped up by interconnected business transactions — A wave of deals and partnerships are escalating concerns that the trillion-dollar AI boom is being propped up by interconnected business transactions.
More: Financial Times, Financial Times, The Guardian, SFGATE, Redmonk, The Economic Times, Platformer, Bloomberg, AIN, New York Times, Axios, Bloomberg, Semafor, Spyglass, ZeroHedge News, Implicator.ai, Benzinga, and Bloomberg
X: @peter_atwater, @jaguaranalytics, @oliviasolon, @darioperkins, @mattzeitlin, @shanumathew93, @adisurreyenergy, @garethdennis, @vshih2, and @pbridgefounders
LinkedIn: Andrey Sidorenko, Jai Prakash Gautam, John Collins, Paola Meta, Victor Baron, Agnee Ghosh, and Senko Rašić
Bluesky: @pauljdavies, @jessefelder, @robertscotthorton, @aguasonic.com, @tomscocca, @mausellmoli, and @justinhendrix. Forums: r/AMD_Stock
| Annie Palmer / CNBC: |
Jensen Huang says AMD offering a 10% stake to OpenAI is “imaginative” and “surprising” considering that AMD was “so excited about” its next-generation chip — Nvidia CEO Jensen Huang said Wednesday that he's surprised Advanced Micro Devices offered 10% …
More: Investor's Business Daily, PYMNTS.com, Yahoo Finance, TipRanks Financial, Tech in Asia, Benzinga, and NDTV Profit
X: @rwang07, @rwang07, @firstadopter, @zerohedge, @edludlow, @apompliano, @zephyr_z9, @mikelongterm, @mikelongterm, and @stevehou0
Forums: r/AMD_Stock and Slashdot
| Bloomberg: |
More: Tom's Hardware, Reuters, New York Post, Verdict, Quartz, WinBuzzer, International Business Times, The Ankler, Tech Funding News, Watcher Guru, TipRanks Financial, Yahoo Finance, TechPowerUp, Analytics India Magazine, Business Standard, thesun.my, Livemint, MarketWatch, South China Morning Post, MacDailyNews, Benzinga, PitchBook, and DigiTimes
X: @andrewcurran_, @deredleritt3r, @tr0llytr0llface, @shanumathew93, @arroyonieto, @jaguaranalytics, @pip_net, @stocksavvyshay, @mattzeitlin, @edludlow, @economyapp, @andrewcurran_, @andrewcurran_, and @edludlow. Threads: @kroofnews
Forums: r/hardware, r/StockMarket, and r/AMD_Stock
| Ryan Whitwam / Ars Technica: |
Google Pixel 10 Pro Fold review: nice display and most AI features run on device, but cameras are a step down from other Pro Pixels, Tensor G5 shows small gains — Google delivers another phone that is slightly better than its predecessor—is that enough? — When the first foldable phones …
More: Gizmodo, CNET, Multicore, Android Police, Tech Advisor, 9to5Google, Engadget, ZDNET, The Verge, Bloomberg, Wired, PCMag, Hindustan Times, Android Authority, Fast Company, Tom's Guide, iPhone in Canada, Stuff, CGMagazine, and SlashGear
Forums: r/Android and Ars OpenForum
| Victoria Song / The Verge: |
More: 9to5Google, Engadget, Engadget, ZDNET, Wired, PCMag, Droid Life, Wired, Android Central, Android Authority, Wareable, Pocket-lint, Android Headlines, and CGMagazine. Forums: r/PixelWatch
| Billy Steele / Engadget: |
More: Gizmodo, 9to5Google, ZDNET, CNET, PCMag, nextpit, MobileSyrup, Android Central, Android Faithful, Pocket-lint, CGMagazine, The Shortcut, PhoneArena, The Verge, and Android Authority
| CryptPad Blog: |
Open letter: 40+ European companies oppose the EU's “Chat Control” proposal, which would force services to scan messages for CSAM, fearing a backdoor mandate — Today we are adding our signature (and that of our parent company XWiki SAS) to a new open letter against the so-called “Chat Control” EU regulation.| Suzanne Smalley / The Record: |
More: CyberScoop, TechRadar, Implicator.ai, Tech Xplore, WinBuzzer, ZeroHedge News, and Reclaim The Net. Bluesky: @suzannesmalley
| Sam Clark / Politico: |
More: Fight Chat Control, The Register, HotAir, GovInfoSecurity.com, and The Japan Times
X: @mer__edith, @signalapp, @markeviciute, @globalaffairs, @paddi_hansen, @paddi_hansen, @defmon3, @techworkersber, @murenacom, @tutaprivacy, @dhh, @noyyy, and @eff
Mastodon: @metacurity@infosec.exchange and @randy_@social.linux.pizza
Forums: Hacker News, r/europe, r/BuyFromEU, r/eutech, r/privacy, r/stupidpol, r/france, and r/europrivacy
| Jess Weatherbed / The Verge: |
Filing: Elon Musk and X settle a lawsuit by former Twitter CEO Parag Agrawal, Chief Legal Officer Vijaya Gadde, and others over $128M+ in unpaid 2024 severance — The settlement agreement over withheld severance is dependent on Musk meeting ‘certain conditions.’
More: The Information, Reuters, Engadget, TechCrunch, Forbes, and Watcher Guru
| Financial Times: |
Sources: OpenAI and Anthropic consider using investor funds to settle potential claims from multibillion-dollar lawsuits, as insurers balk at covering AI risks — Companies struggle to assess scale of financial risks emerging from artificial intelligence — OpenAI and Anthropic …
More: Reuters, Music Ally, Fortune, Tech in Asia, Yahoo Finance, and The Decoder
Bluesky: @lildaddy143 and @hypervisible.blacksky.app
Mastodon: @patrickcmiller@infosec … and @mookie@racingbunny.com
Forums: r/technology and Ars OpenForum
| Edith Hancock / Wall Street Journal: |
The European Commission outlines its Apply AI Strategy and AI in Science Strategy, aiming to speed up AI adoption in key industries and boost AI-driven research — There is concern the EU is too dependent on foreign tech companies — The European Union outlined plans to promote European adoption …
More: European Commission, Reuters, The Economic Times, WinBuzzer, eeNews Europe, The Decoder, Semafor, and Politico
| Barbara Moens / Financial Times: |
Sources: Meta and Apple are close to settling two EU antitrust cases and agreeing to a deal to change their business practices after a total €700M in DMA fines — US Big Tech groups in final stages of agreeing deal with Brussels to avoid series of escalating fines
More: Appleosophy, The Information, Computerworld, AppleInsider, MacRumors, iClarified, Benzinga, and MacDailyNews
X: @timsweeneyepic, @jason_kint, and @timsweeneyepic. Bluesky: @justinhendrix. Forums: MacRumors Forums
| Dasha Afanasieva / Bloomberg: |
US House lawmakers criticize ASML, Tokyo Electron, KLA, and other equipment makers for selling to the Chinese military and helping build China's chip industry — Semiconductor companies including Applied Materials Inc. and ASML Holding NV fell after a US House committee said that the industry … | Ben Thompson / Stratechery: |
Q&A with Sam Altman on OpenAI's unifying vision, infrastructure deals, the investor mindset, ChatGPT apps, Instant Checkout, Sora, copyright, feedback, and more — Today's Stratechery Interview is with OpenAI co-founder and CEO Sam Altman. I have interviewed Altman twice before …
More: Search Engine Land, Implicator.ai, and Wired
X: @johncoogan, @jerrycap, @zephyr_z9, @eric_seufert, and @jerrycap. LinkedIn: Elana Widmann. Bluesky: @carnage4life
| Kurt Schlosser / GeekWire: |
Amazon announces Amazon Pharmacy kiosks to quickly dispense medications to patients after an appointment, initially rolling out in its One Medical offices in LA — Amazon is erasing the distance between the doctor's office and the pharmacy with the introduction of new Amazon Pharmacy kiosks … | Naga Avan-Nomayo / The Block: |
Polymarket CEO Shayne Coplan says the startup raised two undisclosed rounds: $55M at a $350M valuation in 2024 and $150M at a $1.2B valuation earlier in 2025 — - Polymarket CEO Shayne Coplan says the prediction platform raised $55 million in 2024 and $150 million earlier this year.| John Revill / Reuters: |
SoftBank Group agrees to acquire ABB's robotics business, which generated $2.3B in sales in 2024, for $5.4B; ABB expects the deal to close in mid-to-late 2026 — SoftBank Group (9984.T) said on Wednesday it has agreed to buy the robotics business of Swiss engineering group ABB (ABBN.S) in a $5.4 billion deal.
More: Bloomberg, The Information, SoftBank Group Corp., Robotics & Automation News, TechCrunch, CNBC, Reuters, Nikkei Asia, The American Bazaar, Morningstar, Inc., Neowin, MarketWatch, Forbes, The Robot Report, Wall Street Journal, Yahoo Finance, Silicon Republic, Tech Funding News, TNGlobal, Tech.eu, Capital Brief, Financial Times, Benzinga, The Japan Times, Tech Xplore, and The Verge
X: @daveg, @zephyr_z9, and @andreasklinger
| Mark Hallam / DW News: |
Germany's Federal Cartel Office opens an investigation into whether Temu is influencing the pricing of third-party merchants, potentially stifling competition — Germany's competition watchdog has announced an investigation of Chinese discount online retail site temu.com, suspecting it of influencing retailers' prices.
More: Reuters
| Pew Research Center: |
A survey of US parents: 90% say their kids aged 12 or younger watch TV, 68% use a tablet, 61% use a smartphone, 50% use a gaming device, and 8% use a chatbot — From YouTube to smartphones to tablets, tech is part of kids' lives. AI chatbots are part of the mix now, too.
More: Forbes, PCMag, iPhone in Canada, Pew Research Center, and Pew Research Center
| Alex Konrad / Upstarts Media: |
New York-based Crosby, a law firm that uses AI to help speed up the contracts process, raised a $20M Series A co-led by Index Ventures, BCV, and Elad Gil — Crosby, led by lawyer turned founder Ryan Daniels, has raised a $20 million Series A from Index and Bain Capital Ventures to expand its AI-assisted legal work.
More: Index Ventures. X: @eddienasser, @sahiladhawade, @jmelaskyriazi, @shreyanj98, @anthonycorletti, and @crosbylegal
| Financial Times: |
UK filings: Revolut CEO and largest shareholder Nik Storonsky has changed his residency from the UK to the UAE; Revolut is awaiting a full UK banking license — Change in billionaire's country of residence disclosed in Companies House filing — Nik Storonsky, Revolut's billionaire co-founder … | Masha Abarinova / Fierce Network: |
Verizon agrees to buy Starry, which provides home internet via millimeter wave tech to ~100K customers and filed for bankruptcy in 2023, for an undisclosed sum — Verizon Starry acquisition fixed wireless access — Verizon is buying FWA provider Starry for an undisclosed sum
More: The Verge, Benzinga, Engadget, The Boston Globe, Verizon, TelecomTV, Cord Cutters News, and Dow Jones Newswires
| Washington Post: |
An analysis of 1,100 TikTok users' watch histories across six months in 2024 shows just how effective TikTok is at getting even its heaviest users to watch more — More than 800 U.S. TikTok users shared their data with The Washington Post. We used it to find out why some people become power users, spending hours per day scrolling.
More: iPhone in Canada, Washington Post, and The Boston Globe
| Anthropic: |
Anthropic plans to open its first Indian office, in Bengaluru, in early 2026; Dario Amodei is visiting India to meet government officials and potential partners — Today we're announcing that we're expanding our global operations to India, with plans to open an office in Bengaluru in early 2026.
More: The American Bazaar, The Indian Express, Digit, Times of India, CNBC, Forbes Middle East, The Information, Livemint, Hindustan Times, Business Today, Fortune India, Reuters, Business Standard, BMI, Analytics India Magazine, Moneycontrol, and TechCrunch
LinkedIn: Michael Sellitto and Drew Bent
Threads: @gigabasee, @growwtogether__, and @chandrarsrikanth
| Kunal Manchanada / Entrackr: |
Raise Financial Services, the parent company of Indian stock trading and investment app Dhan, raised $120M led by Hornbill Capital at a $1.2B valuation — Raise Financial Services, the parent company of stockbroking platform Dhan, has joined India's unicorn club after raising $120 million …
More: The Arc Web, Inc42 Media, Moneycontrol, The Economic Times, VCCircle, NDTV Profit, Livemint, and DealStreetAsia
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