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October 13, 2025, 6:10 AM
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memeorandum
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| Mark Gurman / Bloomberg: |
Sources: Apple's glasses may run full visionOS when paired with Mac or a lighter UI with iPhone; Apple may unveil M5 iPad, MacBook Pro, and Vision Pro this week — After spending a week with Meta's new display-embedded smart glasses, I'm convinced that Apple made the right call pivoting from the so-called Vision Air to spectacles.
More: Shortlist, Fortune, Forbes, PCMag, Engadget, MacRumors, MacRumors, 9to5Mac, 9to5Mac, MacRumors, Tom's Guide, T3, SamMobile, Mashable, Phandroid, Notebookcheck, Digital Trends, BGR, Wccftech, Digit, Tech Times, TechEBlog, PhoneArena, iPhone in Canada, iThinkDifferent, MacRumors, Wccftech, Philip Elmer‑DeWitt, The Apple Post, AppleInsider, and AppleInsider
X: @sonicshifts, @vadimyuryev, @markgurman, @xuwu, @hariharprasadd, @scobleizer, @drbarnard, @garrisonmoratto, and @einarjohnson_xr. Bluesky: @markgurman. Mastodon: @markgurman@mastodon.social
Forums: r/apple, r/VisionPro, r/apple, and MacRumors Forums
| Financial Times: |
The Dutch government takes control of Chinese-owned Dutch chipmaker Nexperia under the Goods Availability Act to safeguard chip supply for European industries — Move by The Hague escalates frictions between western countries and Beijing over access to high-end technology
More: Government.nl, Politico, Silicon Republic, CNBC, South China Morning Post, Associated Press, Pekingnology, DutchNews.nl, BBC, Morningstar, Inc., and Reuters
X: @fbermingham, @teortaxestex, @kaiserkuo, @kuittinenpetri, @fbermingham, @fbermingham, @fpgax_, @fbermingham, and @fbermingham. Bluesky: @jauntywk
Forums: r/europe and r/technology
| Bloomberg: |
Wingtech's Shanghai-listed stock plunged 10%, its daily limit, after the Dutch government moved to exert control over Nexperia, which Wingtech acquired in 2018 — The Dutch government has taken control of Nexperia, the European semiconductor unit of China's Wingtech Technology Co. … | Washington Post: |
Sora videos depicting dead celebrities spark backlash from families; OpenAI says reps of “recently deceased” public figures can request likenesses be blocked — ChatGPT-maker OpenAI's new tool lets users make realistic AI videos of dead public figures. A rush of crude and racist memes has followed.
More: The Joy of Tech, NBC News, WinBuzzer, Telegraph, Moneycontrol, Benzinga, Axios, Digital Trends, PCMag, and Fast Company
X: @ryp__, @rmanning4, @yoda, @izzysbinkie, and @drewharwell
Forums: r/technews and r/technology
| Calder McHugh / Politico: |
Q&A with journalist Jacob Silverman on his new book Gilded Rage, the radical politics of certain tech elites, AI's impact on Silicon Valley politics, and more — How did Silicon Valley leaders go from heaping praise on Barack Obama to going all in on Donald Trump?
More: The Guardian, The Nerd Reich, The Times, Bloomberg, The Bulwark, and Tech Won't Save Us
Bluesky: @michaelemann, @burritojustice, @robertscotthorton, and @jacobsilverman.com. Forums: r/politics
| Alex Traub / New York Times: |
John Searle, known for “the Chinese Room” thought experiment on AI consciousness, died on Sept. 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: Daily Nous, Colin McGinn, IFLScience, The Guardian, Daily Californian, and The Times
X: @atroyn, @eigenrobot, @teortaxestex, @thatguybg, and @romanyam
| 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
More: Proactive and TechCrunch
| George Hammond / Financial Times: |
OpenAI's blockbuster deals with Nvidia and AMD add a new layer to its complicated ownership structure and will dilute existing shareholders like Microsoft — Microsoft, OpenAI's staff and non-profit arm are due close to 90% of start-up. But Nvidia deal will dilute shareholders
More: ComputerWeekly.com and TechCrunch
| Daniel Wu / Washington Post: |
Data center proposals are facing growing opposition from towns across the US, as residents and officials raise concerns about water and electricity use — A developer sued a Michigan township after it voted against a data center proposal. Cities in Ohio and Missouri have explored data center bans.
Bluesky: @tweetintheblind
| Andrew Edgecliffe-Johnson / Semafor: |
A profile of eBay CEO Jamie Iannone, who said the platform was “too complacent” in 2020 and now focuses on its power users, boosting its stock by ~50% in 2025 — This article first appeared in The CEO Signal. Request an invitation. — THE SIGNAL INTERVIEW| New York Times: |
Parisians and BHV Marais staff protest Shein's 1,000-square-meter store, set to open November 1, as France tries to curb the company's presence in the country — As the Chinese online fast-fashion retailer prepares to open a physical space in a venerable department store, France pushes to stem the company's presence in the country.| Ben Blanchard / Reuters: |
Taiwan says it expects no significant impact from China's new export controls on rare earth minerals, as it uses different rare earths in chip manufacturing — No significant impact is expected on Taiwan's semiconductor industry from China's new curbs on rare earths as they differ …
More: Stratechery, Politico, Silicon UK, Channel NewsAsia, Tom's Hardware, PhoneArena, Focus Taiwan, CryptoSlate, Fortune, The Indian Express, The Business Times, Bloomberg Law, Benzinga, Al Jazeera, and Bloomberg. Forums: r/worldnews
| Derek Thompson: |
How modern media consumption is converging toward a continuous flow of episodic video, across streaming providers, podcasts, and social media apps — A theory of culture and attention — A spooky convergence is happening in media. Everything that is not already television is turning into television.
X: @mulvihill79 and @dkthomp
LinkedIn: Andy Hasselwander, Justin Bruno, and Vanessa Otero
Bluesky: @taumuyi, @maxread.info, and @dkthomp
| Reuters: |
Warburg Pincus agrees to acquire German industrial software company PSI for over €700M, offering €45 per share; PSI's stock closed at €33.20 on October 10 — - PSI shares jumped nearly 11% after takeover news on Friday — Warburg Pincus to maintain PSI's management structure
More: MarketScreener and Morningstar, Inc.
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Sources:
Baseten's CEO on why every company will want to own its AI
Candid conversations with the leaders shaping what's next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a decade.
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Training Data:
Box's Aaron Levie: On Reinventing Yourself in the AI Age and Enterprise Diffusion
Sequoia Capital partners host conversations with leading AI builders and researchers to develop a deeper understanding of the evolving technologies and their implications.
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Uncapped with Jack Altman:
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Conversations with people I admire about things I'm genuinely interested in.
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