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October 13, 2025, 12:05 PM
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memeorandum
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| Wall Street Journal: |
OpenAI and Broadcom agree to co-develop and deploy 10GW of custom AI chips to run OpenAI's models over four years; sources: the deal is worth multiple billions — The companies plan to deploy 10 gigawatts of custom AI chips over the next four years — OpenAI and Broadcom are working together …
More: OpenAI, Engadget, CNBC, Benzinga, Investor's Business Daily, Latest from Tom's Hardware, The Verge, Livemint, Business Insider, Capital Brief, Bloomberg, The Information, Reuters, New York Times, Bloomberg Law, Neowin, MediaPost, ZeroHedge News, Proactive, Tech Xplore, Dow Jones Newswires, Analytics India Magazine, WinBuzzer, Yahoo Finance, Financial Times, Motley Fool, and Barron's Online
X: @patrickmoorhead, @patrickmoorhead, @patrickmoorhead, @benbajarin, @gdb, @benbajarin, @marceloplima, @deitaone, @openainewsroom, @kenziesigalos, and @zephyr_z9. Bluesky: @sungkim
Forums: r/singularity and r/wallstreetbets
| Rebecca Bellan / TechCrunch: |
California Governor Gavin Newsom signs SB 243, which mandates safety protocols for AI chatbot companions, the first state law to regulate such AI chatbots — California Governor Gavin Newsom signed a landmark bill on Monday that regulates AI companion chatbots, making it the first state … | Tyler Katzenberger / Politico: |
California Governor Gavin Newsom signs AB 56, which requires social media companies to add warning labels on mental health risks for users under 18 in the state — “Emerging technology like chatbots and social media can inspire, educate and connect — but without real guardrails …
More: Bloomberg Law and Sacramento Bee
| Tyler Katzenberger / Politico: |
Governor Gavin Newsom signs AB 1043, which requires device makers and app stores to verify user ages; Google, Meta, and OpenAI supported the bill — “We can continue to lead in AI and technology, but we must do it responsibly — protecting our children every step of the way," …
More: Bloomberg Law
| Financial Times: |
The Dutch government takes control of Chinese-owned Dutch chipmaker Nexperia using its Goods Availability Act, a first, to safeguard chip supply for Europe — Move by The Hague escalates frictions between western countries and Beijing over access to high-end technology
More: Government.nl, CNBC, BBC, Pekingnology, UPI, DatacenterDynamics, South China Morning Post, The Register, ZeroHedge News, Reuters, Silicon Republic, Euractiv, and Silicon Canals
X: @zerohedge, @fbermingham, @fbermingham, @naijaflyingdr, @shaunrein, @teortaxestex, @kanthan2030, @ricwe123, @kaiserkuo, @kuittinenpetri, @fbermingham, @fbermingham, @onechancefreedm, @vtchakarova, @nuryvittachi, @dancollins2011, @kanthan2030, @fpgax_, @fbermingham, and @fbermingham
Forums: r/europe, r/technology, r/NewsWithJingjing, and r/Poldersocialisme
| Bloomberg: |
CoinGecko: crypto's combined market cap rises 6%+ to hit $4T, recovering from a brutal weekend selloff as President Trump tries to calm US-China trade war fears — Most major cryptocurrencies rebounded from steep losses suffered over a brutal weekend selloff, as President Donald Trump sought … | Larry Dignan / Constellation Research: |
At Dreamforce 2025, Salesforce unveils Agentforce 360, a unified agentic AI stack to connect humans, AI agents, and more, and positions Slack as an “agentic OS” — Salesforce announced a series of product updates, a process intelligence acquisition and an Agentforce 360 architecture designed … | Eric Slivka / MacRumors: |
Apple says Apple TV+ streaming service is being renamed as Apple TV, with “a vibrant new identity” — Buried in its announcement about “F1: The Movie” making its streaming debut on December 12, Apple has also announced that Apple TV+ is being rebranded as simply Apple TV.
More: Apple TV+ Press, 9to5Mac, AppleInsider, Variety, The Wrap, The Hollywood Reporter, and Media Play News
X: @yoda, @ajrgd, @aaronp613, @aaronp613, and @andrew_osu. Bluesky: @briancgrubb. Threads: @chancehmiller
Forums: r/television, r/apple, and MacRumors Forums
| Financial Times: |
Sources: London-based self-driving tech startup Wayve is in early stage talks with Microsoft and SoftBank to raise between $1B and $2B, valuing Wayve at ~$8B — London-based group seeks valuation of $8bn as global investors snap up deals with fast-growing AI start-ups| Stephanie Stacey / Financial Times: |
Strava CEO Michael Martin says Strava plans to launch a US IPO; Sensor Tower says Strava has 50M MAUs and users spent $180M+ on Premium in the year to September — CEO Michael Martin targets US IPO to raise capital for deals to keep Strava ahead of rivals including Garmin and Nike| Paul Sandle / Reuters: |
Ofcom fines 4chan £20K under the OSA for failing to provide info on the risk of illegal content; the UK's tech minister says the government “fully backed” Ofcom — Britain said on Monday it had issued U.S. internet forum site 4chan with a 20,000 pound ($26,644) …
More: Ofcom, The Register, The Verge, The Record, Telegraph, Reclaim The Net, Politico, The Independent, UKTN, and BelfastTelegraph.co.uk
| Eshe Nelson / New York Times: |
Joel Mokyr, Philippe Aghion, and Peter Howitt win the Nobel Prize in Economics for their work on how tech progress and sustained economic growth are related — Joel Mokyr, Philippe Aghion and Peter Howitt won the prize for showing how “society must keep an eye on the factors that generate …
More: Forbes, NPR, NobelPrize.org, NobelPrize.org, Axios, Financial Times, Reuters, The Indian Express, and Bloomberg
X: @mattyglesias, @patrickc, and @nobelprize
| Brandi Vincent / DefenseScoop: |
Anduril plans to deliver ~100 units of its AI-powered EagleEye helmet and eyewear to the US Army by Q2 2026, replacing Microsoft's IVAS; Meta provided some tech — “This is an extremely powerful capability. It's going to get cheaper and cheaper over time," Anduril founder Palmer Luckey told reporters.| Alex Traub / New York Times: |
John Searle, known for “the Chinese Room” AI consciousness thought experiment, died on September 16 at 93; his UCB tenure ended over alleged sexual harassment — His blunt debating and imaginative theorizing about artificial intelligence and the human mind made him a leading scholar.
More: Colin McGinn, IFLScience, Daily Nous, The Guardian, Daily Californian, and The Times
X: @atroyn, @eigenrobot, @teortaxestex, @thatguybg, and @romanyam
| Robert Olsen / Forbes: |
NYC- and London-based ClaimSorted, which uses AI to help speed up settling insurance claims and works with 20+ insurers, raised a $13.3M seed led by Atomico — Robert Olsen is a journalist covering transatlantic business news. … The tedious, time-consuming process of settling insurance claims is practically begging for disruption.
More: FinTech Global, EU-Startups, and BusinessCloud
Sponsor Posts
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Baseten's CEO on why every company will want to own its AI
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Box's Aaron Levie: On Reinventing Yourself in the AI Age and Enterprise Diffusion
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| Calder McHugh / Politico: |
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Bluesky: @burritojustice, @robertscotthorton, @michaelemann, and @jacobsilverman.com. Forums: r/politics
| Christopher Mims / Wall Street Journal: |
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| Derek Thompson: |
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