| 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.| 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| 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.| 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?| 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.| 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| 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| 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.| 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 … | 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.| Reuters: |
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| Zilan Qian / ChinaTalk: |
| Jason Gale / Bloomberg: |