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December 2, 2025, 4:45 PM
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Julie Bort / TechCrunch:
Amazon launches Trainium3 UltraServer, a system powered by its 3nm Trainium3 AI training chip, and teases Trainium4, which it says will 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 …
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:
Amazon releases its second-gen Nova AI models, including Nova Lite, Nova Pro, Nova Sonic, and fully multimodal reasoning model Nova Omni, to limited customers
Jordan Novet / CNBC:
AWS launches Nova Forge, a $100,000/year service allowing clients to customize Amazon's AI models at various stages of training and refine open-weight models
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 …
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”.
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.
Sri Muppidi / The Information:
Anthropic acquires dev tool maker Bun, a source says for low hundreds of millions, its first acquisition; Claude Code hit $1B in annualized revenue in November  —  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.
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 …
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
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 …
Jess Weatherbed / The Verge:
Google debuts Android 16 QPR2, a minor update expanding features for notifications, icons, calling screens, and more, marking the end of annual Android releases  —  Switching up the release schedule could bring new features to third-party Android phones much faster.
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.”
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, and Inc.com
X: @ajs and @ajs.  Bluesky: @carnage4life.  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?
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.
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.
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.
More: Business Insider.  LinkedIn: Kristen Shaughnessy, John Thompson, and Elaine Parr.  Bluesky: @reckless
Forums: r/BetterOffline, r/IBM, and Beehaw
Padraic Halpin / Reuters:
Ireland investigates TikTok and LinkedIn over concerns that their illegal content reporting tools are hard to access and don't allow anonymous CSAM reporting  —  Ireland's media regulator began investigations into TikTok and LinkedIn on Tuesday over concerns that their illegal content reporting mechanisms …

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From Mediagazer

Ted Johnson / Deadline:
WSJ asks a judge to toss out Trump's revised defamation lawsuit over its Jeffrey Epstein letter story, saying it is a “re-package” of claims already dismissed

Samuel Stolton / Bloomberg:
The EU is reviewing Paramount's WBD takeover under the Foreign Subsidies Regulation, probing involvement of Middle Eastern funds; a decision is due by July 14

Reuters:
Sources: Nick Bilton hired TV production consultant Kelly Funke, to help manage his 60 Minutes transition, and a 24-year-old operations manager, Nick De Lucca

More News

Ben Jiang / South China Morning Post:
Chinese short-video company Kuaishou launches Kling Video O1, saying it is the first multimodal AI model to unify video generation, editing, and post-production

Earlier Picks

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
Wall Street Journal:
The Trump administration agrees to inject up to $150M into xLight, which makes lasers for EUV machines and has Pat Gelsinger on its board, for an equity stake
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