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October 12, 2025, 3:40 AM
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memeorandum
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| Wall Street Journal: |
Thinking Machines Lab co-founder Andrew Tulloch has left to join Meta; he reportedly declined Zuckerberg's offer of a $1.5B+ package in August — Andrew Tulloch is the latest big-name AI researcher to join the social-media giant — A co-founder of Mira Murati's Thinking Machines Lab …
More: TechCrunch, The Economic Times, and The Information
X: @emostaque, @andrewcurran_, @keachhagey, @dorialexander, and @_arohan_. Bluesky: @taumuyi. Forums: r/singularity
| Eric Slivka / MacRumors: |
Apple discontinues Clips, a video editing app it launched in 2017, removing it from the App Store for new users, and says Clips will no longer be updated — Apple has essentially discontinued Clips, its video-editing app designed to allow users to combine video clips, images …
More: Apple Support, TechCrunch, Moneycontrol, Appleosophy, Digital Trends, Curb Cuts, Neowin, 9to5Mac, iThinkDifferent, Engadget, AppleInsider, The Verge, and The Apple Post
Bluesky: @petersterne.com, @eshumarneedi.com, @snell.zone, @dysamoria.com, and @sifill. Mastodon: @aulia@mementomori.social
Forums: r/apple and MacRumors Forums
| Jason Gale / Bloomberg: |
Qantas says 5.7M customer records stolen in a July breach of a third-party platform have been released online, and it is assessing the extent of the exposure — Qantas Airways Ltd. said customer data stolen during a cyber incident in July has been released online, and that it's working …
More: The Guardian, RTL Today, Have I Been Pwned …, Travel And Tour World, and 9News
| Brian Krebs / Krebs on Security: |
New evidence shows the Aisuru botnet, which outpaces all other IoT-based botnets, is drawing most of its firepower from hacked IoT devices hosted on US ISPs — The world's largest and most disruptive botnet is now drawing a majority of its firepower from compromised Internet-of-Things (IoT) … | Heather Landi / Fierce Healthcare: |
Foundation Health, which develops an AI assistant to automate patient communication and prior authorization workflows for pharmacies, raised a $20M Series A — Specialty pharmacy online pharmacies Artificial Intelligence voice assistants — Umar Afridi, a pharmacist by training who spent …
More: Foundation Health and MobiHealthNews
| Abner Li / 9to5Google: |
Google adds Gemini 2.5 Flash Image, aka Nano Banana, to Search's AI Mode and Google Lens, on Android in the US for those with an account opted into Search Lab — Nano Banana has been a hit in the Gemini app, and Google is now bringing the model's (Gemini 2.5 Flash Image) … | Jeff Stone / Bloomberg: |
1Password founders sold a $75M stake as part of a $100M secondary sale, valuing the company at $6.8B, the same valuation as its $620M Series C in January 2022 — 1Password founders have agreed to sell a $75 million stake to a fund established earlier this year by Utah Jazz owner Ryan Smith and Accel partner Ryan Sweeney.| Forbes: |
A profile of Polymarket CEO Shayne Coplan, whose estimated 11% stake is now worth $1B+ following ICE's $2B investment, as its rivalry with Kalshi intensifies — A $2 billion investment from NYSE parent ICE vaults Polymarket's 27 year-old founder Shayne Coplan into the three-comma club …
More: crypto.news, Fortune, TechCrunch, Benzinga, Yahoo Finance, Barron's Online, NFTgators, and CryptoSlate
| Cristina Criddle / Financial Times: |
Sources: xAI is building world models for use in gaming and robotics, and has hired two AI researchers, Zeeshan Patel and Ethan He, from Nvidia to work on them — Artificial intelligence group hired staff from Nvidia to work on advanced AI that can design and navigate physical spaces| Stephen Witt / New York Times: |
Interviews with security researchers about AI's potential for large-scale destruction, as experts remain divided and global regulatory frameworks lag — How much do we have to fear from A.I., really? It's a question I've been asking experts since the debut of ChatGPT in late 2022.
X: @janzilinsky, @robinhanson, @yoshua_bengio, @dw2, @stephenwitt, and @unplugaiuk
LinkedIn: Alec Crawford, Jaime Yassif, Ph.D., and Yoshua Bengio
Bluesky: @taumuyi, @danieldrepper, @dbcurren, @yoshuabengio, @thecursingpoet, @amirattaran, @jasonrosenbaum, and @dw-2. Threads: @fil.menczer. Mastodon: @DavidSteele@mastodon.social. Forums: r/Longreads
| Sam Reynolds / CoinDesk: |
Crypto markets crashed after Trump threatened an extra 100% tariff on China, triggering $19.1B+ in liquidations, 10x+ the liquidations during the FTX crash — Trump's 100% tariff warning on China ignited a global sell-off that wiped out $16 billion in leveraged crypto longs and pushed Ethena's USDe to a rare sub-$1 print.
More: Salesforce, Bloomberg, Associated Press, CNN, Bloomberg, ZyCrypto, Inside Bitcoins, The Coin Republic, Blockworks, Yahoo Finance, Telegraph, ZeroHedge News, Blockonomi, The Crypto Times, Euro Weekly News, Bitcoinist.com, Cryptonews, Crypto Briefing, Coinspeaker, Bitcoin Insider, Coinpedia Fintech News, CoinGape, Türkiye Today, Sky News, Blockchain.News, TheStreet, BeInCrypto, Forbes, Reuters, and Scripps News
X: @coinglass_com and @ashcryptoreal
| Richard Nieva / Forbes: |
AMD's SVP of AI Vamsi Boppana says the company's AI software, designed with input from OpenAI, helped secure the multi-billion dollar deal with OpenAI — Chips aren't the only star of the massive agreement. AMD's software efforts have slowly turned it into a more formidable competitor to Nvidia.
More: Watcher Guru, Insider Monkey, Motley Fool, Wall Street Journal, Livemint, TipRanks Financial, and Newcomer
X: @richardjnieva, @sasamarinkovic, @amd, and @therab
Bluesky: @thealexknapp and @richardnieva
| Bloomberg: |
Sources: Securitize, a blockchain company that tokenizes investments, is in talks to go public via a SPAC started by Cantor Fitzgerald at a $1B+ valuation — Securitize, a blockchain firm that tokenizes investments, is in talks to go public via a blank-check company started by Cantor Fitzgerald LP … | Nikkei Asia: |
SEMI: US chip fab investment to outpace China, Taiwan, and South Korea from 2027, driven by AI demand and US policies, rising from $21B in 2025 to $43B in 2028 — PHOENIX, Arizona — U.S. semiconductor investment is set to outpace that of major chip economies China, Taiwan and South Korea … Sponsor Posts
Subquadratic:
Subquadratic: the LLM built for 12M-token reasoning — SubQ can reason across entire codebases and document sets in one pass with no RAG workarounds. Read how SubQ 1.1 Small holds near-perfect retrieval out to 12M tokens.
Subquadratic: the LLM built for 12M-token reasoning — SubQ can reason across entire codebases and document sets in one pass with no RAG workarounds. Read how SubQ 1.1 Small holds near-perfect retrieval out to 12M tokens.
Cloudflare:
Cloudflare Connect 2026: The Agentic Conference — Stop preparing for agents. Start running them. 100+ sessions, workshops, and speakers from OpenAI, Arm, and Cloudflare across AI, security, and performance.
Cloudflare Connect 2026: The Agentic Conference — Stop preparing for agents. Start running them. 100+ sessions, workshops, and speakers from OpenAI, Arm, and Cloudflare across AI, security, and performance.
Zoho:
Pro Tips: 4 tips to overcome data problems in your CRM — Most CRM data problems don't look like problems. At a glance, your CRM looks fine: records exist, fields are filled, and reports run.
Pro Tips: 4 tips to overcome data problems in your CRM — Most CRM data problems don't look like problems. At a glance, your CRM looks fine: records exist, fields are filled, and reports run.
IDrive:
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.Featured Podcasts
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Meta's Muse Revival, Frontier AI Under Threat, The Rise Of Dopamine Sites
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Sources:
Satya Nadella on Microsoft's agent bet and AI's trust problem
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Channels with Peter Kafka:
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