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December 2, 2025, 1:55 PM
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| Julie Bort / TechCrunch: |
Amazon launches the Trainium3 UltraServer, powered by the 3nm Trainium3 AI training chip, and teases Trainium4, which will be able to work with Nvidia's chips — Amazon Web Services, which has been building its own AI training chips for years now, just introduced a new version known as Trainium3 that comes with some impressive specs.| Robbie Whelan / Wall Street Journal: |
Amazon launches Trainium3, saying the AI chip is 4x faster than Trainium2 and can cut AI training and operating costs by up to 50% compared to equivalent GPUs — The company will start selling its Trainium3 processors as AI companies are looking to diversify their supply of data-center chips| Will Knight / Wired: |
| Mike Wheatley / SiliconANGLE: |
| Jordan Novet / CNBC: |
| The Information: |
Internal memo: OpenAI CEO Sam Altman declares a “code red” to shift more resources to improve ChatGPT amid rising competition, delaying other plans, like ads — OpenAI CEO Sam Altman on Monday told employees he was declaring a “code red” to marshal more resources to improve ChatGPT …
More: Wall Street Journal, SFGATE, Associated Press, The Verge, Business Insider, eWeek, The Keyword, Search Engine Land, Gizmodo, Bloomberg, Thurrott, CNBC, Reuters, Forbes, Financial Times, PYMNTS.com, Semafor, Times of India, The Guardian, Android Headlines, Livemint, Stratechery, Wall Street Pit, Fortune, Proactive, Inc.com, ZeroHedge News, DNYUZ, TechRadar, Yahoo Finance, Quartz, Windows Report, BMI, Search Engine Journal, Blockonomi, Digit, Fox Business, BGR, John Battelle's Search Blog, PCMag, Tech in Asia, The Economic Times, Windows Central, and The Algorithmic Bridge
X: @signulll, @steph_palazzolo, @yoda, @amir, @berber_jin1, @swyx, @ns123abc, @gavinmakesmemes, @jerrycap, @jessicalessin, and @shakeelhashim
Bluesky: @calbucci.com, @markriedl, @bxe123, @salvagni.org, @carnage4life, @sigkill, and @dmnd.me. Forums: r/Bard
| Ben Thompson / Stratechery: |
Google, with its structural advantages, is a threat to both OpenAI and Nvidia; OpenAI has a meaningful moat with 800M+ ChatGPT users, but must monetize via ads — OpenAI and Nvidia are both under threat from Google; I like OpenAI's chances best, but they need an advertising model to beat Google as an Aggregator.| Simon Willison / Simon Willison's Weblog: |
A Claude user gets Claude 4.5 Opus to generate a 14K-token document that Claude calls its “Soul overview”; an Anthropic employee confirms the doc's validity — Claude 4.5 Opus' Soul Document. Richard Weiss managed to get Claude 4.5 Opus to spit out this 14,000 token document which Claude called the “Soul overview”.
More: LessWrong, Gizmodo, and The Decoder
X: @amandaaskell, @repligate, @amandaaskell, @voooooogel, @voooooogel, @richardweiss00, @simonw, and @ahall_research. Bluesky: @timfduffy.com. Forums: Lobsters
| Reuters: |
Sources: Apple plans to not comply with India's mandate to preload a state-owned cyber safety app on all smartphones and will convey its concerns to New Delhi — Apple (AAPL.O) does not plan to comply with a mandate to preload its smartphones with a state-owned cyber safety app and will convey …
More: Financial Times, The Record, TechCrunch, Engadget, The Verge, UPI, Reuters, Agence France-Presse, Macworld, iDrop News, iClarified, Asia Financial, PocketGamer.biz, DNA India, Analytics India Magazine, 9to5Mac, MediaNama, Tech in Asia, Business Today, The Indian Express, AppleInsider, Outlook Business, EasternEye, BGR, MacRumors, Forbes, GSMArena.com, MacTech.com, and NDTV Profit
Forums: r/technology and MacRumors Forums
| Jess Weatherbed / The Verge: |
YouTube launches Recap, which lets users review their most notable video habits over the past year, in the US on desktop and mobile, arriving globally next week — The new annual insights feature lets you review your top channels, interests, and other viewing habits.
More: YouTube Official Blog, Google Help Center, Thurrott, TechCrunch, MacRumors, Android Police, 9to5Google, CNET, Android Authority, Dexerto, iPhone in Canada, DNYUZ, Journalism.co.uk, Search Engine Journal, Chrome Unboxed, Pocket-lint, Deadline, MakeUseOf, TechRadar, Variety, Destructoid, WeRSM, and The Keyword. X: @mkbhd
| Sri Muppidi / The Information: |
Anthropic buys dev tool startup Bun, sources say for a price in the low hundreds of millions, its first acquisition; Claude Code hit $1B in annualized revenue — Anthropic is in advanced discussions to buy Bun, a maker of software used to run and manage code more efficiently, according to a person with knowledge of the deal.
More: bun.com, Anthropic, and Simon Willison's Weblog
| Juli Clover / MacRumors: |
Apple says AI chief John Giannandrea is stepping down and will retire in spring 2026; ex-Microsoft CVP Amar Subramanya takes over, reporting to Craig Federighi — Apple AI chief John Giannandrea is stepping down from his position and retiring in spring 2026, Apple announced today.
More: Apple, Computerworld, CNBC, The Register, Alex Kantrowitz on YouTube, Reuters, Business Standard, The Verge, 9to5Mac, Bloomberg, The American Bazaar, PocketGamer.biz, Business Insider, Moneycontrol, Unite.AI, NBC News, The Hindu BusinessLine, AIN, International Business Times, The Hans India, Telegraph, Spyglass, Neowin, eWeek, Mobile World Live, The Economic Times, Hindustan Times, KnowTechie, Fortune, Digit, The Guardian, New York Times, Wall Street Journal, TechCrunch, Gizmodo, UPI, Macworld, Cult of Mac, BGR, MacStories, Financial Times, Barron's Online, Thurrott, MarketWatch, Axios, Daring Fireball, Appleosophy, AppleInsider, and iPhone in Canada
X: @swyx, @mgsiegler, @markgurman, @kevinakwok, @raywongy, @aaronp613, @mgsiegler, @parkerortolani, @munster_gene, @markgurman, and @tunguz
Forums: Hacker News, r/singularity, r/apple, r/technology, Slashdot, and MacRumors Forums
| Michael Nuñez / VentureBeat: |
Mistral launches Mistral 3, a family of 10 models under the Apache 2.0 license, including its new flagship Mistral Large 3 and nine smaller Ministral 3 models — Mistral AI, Europe's most prominent artificial intelligence startup, is releasing its most ambitious product suite to date …
More: Mistral AI, Bloomberg, Simon Willison's Weblog, The Register, TechCrunch, CNET, ZDNET, Financial Times, The Decoder, NVIDIA, and CNBC
X: @xenovacom, @teortaxestex, @piotrrmilos, @tanukilabsai, @ollama, @sophiamyang, @simonw, @scaling01, @dejavucoder, @mistralai, @cedric_chee, @mistralai, and @huggingpapers
LinkedIn: Perry Savas and Christopher Nuland
| Nicholas Kulish / New York Times: |
Michael and Susan Dell say they will deposit $6.25B for 25M children, or $250 per investment “Trump account”, comparing the gift to Dell's direct PC sales model — The tech billionaire and his wife hope other philanthropists follow their $6 billion lead in expanding the reach of soon-to-be-created “Trump accounts.”
More: RedState, Bloomberg, Associated Press, CNN, Business Insider, CNBC, Dow Jones Newswires, Financial Times, Politico, NBC News, Straight Arrow News, CNBC, The Indian Express, Reuters, OneDell, DNYUZ, UPI, Lawyer Monthly, Entrepreneur, The Hill, The Daily Caller, Austin American-Statesman, Times of India, Washington Examiner, New York Post, Quartz, Wall Street Journal, Forbes, Fortune, ZeroHedge News, Pulse 2.0, Axios, NewsMax.com, The US Sun, and Fox Business
X: @michaeldell, @aditishekar, @abarrallen, and @katies. LinkedIn: Jacki Zehner. Bluesky: @mbkplus. Truth Social: @realDonaldTrump …
| Allison Johnson / The Verge: |
Samsung unveils the Galaxy Z TriFold, with a 6.5" outer screen, a 10" inner screen, a Snapdragon 8 Elite for Galaxy SoC, and a 3.9mm body at its thinnest point — It's really called the TriFold and it's really coming to the US. … It'll launch first in Korea on December 12th, with a US launch planned for the first quarter of 2026.
More: YouTube, Samsung Newsroom, How-To Geek, Mrwhosetheboss on YouTube, Ars Technica, Gizmodo, Mashable, Liliputing, Phandroid, TechEBlog, Bloomberg, Tech Advisor, Forbes, Digital Trends, KED Global, Neowin, T3, Digit, Cult of Mac, SammyGuru, nextpit, Lifewire, Business Standard, and Gizchina
X: @samsungmobile, @universeice, @cartidise, @iupdate, @universeice, @mrwhosetheboss, @_thejasonc, @techway0, @mkbhd, and @zarifali9
Forums: r/gadgets, r/Android, r/samsung, and r/GalaxyFold
| Ryan Christoffel / 9to5Mac: |
AWS and Google Cloud announce a jointly-built multicloud networking solution and an open interoperability spec; AWS plans a rollout with Azure “later in 2026” — Outages at major web hosts can have huge impacts across society, as we see often such as with the recent Cloudflare outage.
More: Google Cloud Blog, The Information, Amazon Web Services, Google Cloud Blog, The American Bazaar, Silicon Republic, SiliconANGLE, and TVBEurope
X: @andrewcurioso and @rihardjarc
LinkedIn: Norman Billy, Robert Kennedy, and Rich Mogull. Bluesky: @quinnypig.com. Forums: r/googlecloud
| Jeremy Kahn / Fortune: |
A profile of Dario Amodei and Anthropic, which is on track to hit a nearly $10B annualized run rate by the end of 2025, more than 10x what it generated in 2024 — Dario Amodei is, in his telling, the accidental CEO of an accidental business—one that just happens to be among the fastest-growing on the planet.
More: Australian Financial Review, eWeek, Inc.com, and Business Today. Mastodon: @carnage4life@mas.to
| Anthropic: |
Study: using the SCONE-bench benchmark of 405 blockchain smart contracts, Claude Opus 4.5, Claude Sonnet 4.5, and GPT-5 developed exploits together worth $4.6M — AI models are increasingly good at cyber tasks, as we've written about before. But what is the economic impact of these capabilities?
More: Benzinga, Cointelegraph, WinBuzzer, The Block, and CoinDesk
X: @nearcyan, @anthropicai, @hosseeb, @loganzorp, @sirsamjenks, @computerality, @alexhavryleshko, @_0xsnoweth, @trailofbits, @logangraham, @k0nn0v, @jack__sanford, @hrkrshnn, @sjkelleyjr, and @hatforcesec. Bluesky: @vincentab. Forums: Hacker News
| Berber Jin / Wall Street Journal: |
Ricursive, founded by ex-Google researchers to automate advanced chip design, raised $35M led by Sequoia at a $750M valuation and plans a product launch in 2026 — Founded by ex-Google researchers, Ricursive raised $35 million with backing from Sequoia to automate chip design| Michael J. de la Merced / New York Times: |
Prediction market Kalshi raised $1B led by Paradigm at an $11B valuation, up from $5B after its $300M Series D in October, making its co-founders billionaires — The fund-raising effort, the company's third this year, values it at $11 billion, and comes amid stiff competition in the increasingly popular industry.| Krystal Hu / Reuters: |
US and Israeli cloud data management startup Eon raised $300M led by Gil at a $4B valuation, up from $1.4B in November 2024, taking its total funding to $500M — Cloud data-management startup Eon said it has raised $300 million in a new funding round led by Gil Capital and that its valuation has almost tripled to $4 billion.
| Nilay Patel / The Verge: |
Q&A with IBM CEO Arvind Krishna on why there's no AI bubble, his view that Watson's health care push was “inappropriate”, IBM's quantum computing bet, and more — Today, I'm talking with Arvind Krishna, the CEO of IBM. IBM is a fascinating company.| Cate Lawrence / Tech.eu: |
Bending Spoons acquires Eventbrite for ~$500M in an all-cash deal, following its $1.38B purchase of Vimeo and a pending acquisition of AOL — Following billion-dollar moves for Vimeo and a pending acquisition of AOL, the company is betting on Eventbrite's future with a premium all-cash offer and a roadmap to modernise the platform.
More: Benzinga, Inc.com, EU-Startups, and Canadian Press
| Matthew Gault / 404 Media: |
Polymarket's Ukraine war betting, based on ISW's map, generated $1M+ in volume for “Will Russia capture Myrnohrad?”; an “unauthorized” map edit resolved the bet — A live map that tracks frontlines of the war in Ukraine was edited to show a fake Russian advance on the city of Myrnohrad on November 15.
More: DNYUZ and Meduza
X: @pizzintwatch, @drainedex, @pizzintwatch, @inhumansoflate1, @nickadobos, @mackaygg, @notwoofers, @goodvibepolitik, @mih_avar, @tomsha711, and @carlzha
Bluesky: @smcgrath.phd, @bruces, and @josephcox
Forums: r/neoliberal, r/europe, and r/IRstudies
| Angel Au-Yeung / Wall Street Journal: |
A profile of Cursor CEO Michael Truell, a 25-year-old who started building the AI coding tool in 2023, as some question Cursor's reliance on third-party models — Cursor, which launched one of the fastest-growing AI tools of all time, is at the center of the boom-or-bust debate in Silicon Valley
More: Implicator.ai
| Hayden Field / The Verge: |
A look at Anthropic's societal impacts team, which broadly studies AI's impacts and finds and publishes “inconvenient truths”, building on most AI safety teams — Spoiler: the nine-person team works for Anthropic. … One night in May 2020, during the height of lockdown, Deep Ganguli was worried.
Bluesky: @haydenfield
| Wall Street Journal: |
Filings: after EA's buyout, Saudi Arabia's PIF would own 93.4% of EA, implying it needs to put up ~$29B, while Silver Lake and Affinity would own 5.5% and 1.1% — Filing suggests the country's Public Investment Fund needs to stump up about $29 billion — Saudi Arabia's government investment fund … | Sarah Perez / TechCrunch: |
Apptopia: ChatGPT referrals to retailer mobile apps increased 28% YoY during the Black Friday weekend in 2025; Amazon's share of ChatGPT referrals grew to 54% — New data shows ChatGPT's growing influence as a referrer to e-commerce websites, but also how small its slice of this market is currently.Sponsor Posts
Niantic Spatial:
World models need real-world data — Scaniverse is the gateway to spatial services — self-serve and built for AI and robotics. Large-area 3D reconstruction from 360° cameras and precise localization, anywhere machines operate.
World models need real-world data — Scaniverse is the gateway to spatial services — self-serve and built for AI and robotics. Large-area 3D reconstruction from 360° cameras and precise localization, anywhere machines operate.
Zoho:
Fixing communication friction: How Zoho Workplace gives every conversation the right space — Work doesn't break all at once. It slowly, silently wears out. It's not the dramatic communication failures that kill productivity.
Fixing communication friction: How Zoho Workplace gives every conversation the right space — Work doesn't break all at once. It slowly, silently wears out. It's not the dramatic communication failures that kill productivity.
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.
Anuma:
The Private AI That Remembers — Anuma is the all-in-one AI platform with private, portable memory. Chat, text, create, build, and solve across every model.
The Private AI That Remembers — Anuma is the all-in-one AI platform with private, portable memory. Chat, text, create, build, and solve across every model.Featured Podcasts
Channels with Peter Kafka:
AI Can Make Software Now. That Changes Everything, with Paul Ford
Media and tech aren't just intersecting - they're fully intertwined. To understand how those worlds work, Peter Kafka talks to industry leaders, upstarts and observers.
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The Social Radars:
Ron Conway, Founder, SV Angel: Silicon Valley Bank Crisis
Come be a fly on the wall as Y Combinator's Jessica Livingston and Carolynn Levy talk to some of the most successful founders in Silicon Valley about how they did it.
Subscribe to The Social Radars.
Invest Like the Best:
Paul Tudor Jones - Lessons From 50 Years in Markets
The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas.
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Cheeky Pint:
What comes after smartphones, with Snap CEO Evan Spiegel
Stripe cofounder John Collison interviews founders, builders, and leaders over a pint.
Subscribe to Cheeky Pint.
Lenny's Podcast:
Snapchat CEO: Why distribution has become the most important moat | Evan Spiegel
Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your own product.
Subscribe to Lenny's Podcast.
Tools and Weapons with Brad Smith:
Ryan Roslansky: Turning AI Anxiety into Skills for the Future of Work
Microsoft Vice Chair and President Brad Smith speaks with leaders in government, business, and culture to explore the most critical challenges at the intersection of technology and society.
Subscribe to Tools and Weapons with Brad Smith.
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