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December 20, 2025, 11:05 PM
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| Mariella Moon / Engadget: |
Google says it needs more time to upgrade Assistant to Gemini on most Android devices; Google previously planned to complete the transition by the end of 2025 — The transition from Assistant to Gemini will continue into 2026. — Google wanted to remove Assistant from most Android phones … | Business Insider: |
Google advises some employees on visas, including H-1B visas, not to travel outside the US due to processing delays, following new social media screening rules — - Google and Apple are advising some employees with visas not to travel outside the US, per memos viewed by Business Insider.
| Wall Street Journal: |
Inside NeurIPS 2025, and how it has transformed from a small academic conference into a massive industry event with 24,000+ attendees, yacht parties, and more — It used to be a small gathering just for nerdy researchers. Now there are yacht parties—and everyone is feeling bubbly.| April Roach / CNBC: |
S&P Global: data center deals hit $61B globally in 2025; debt issuance nearly doubled YoY to $182B, with Meta raising $62B debt since 2022, ~50% of that in 2025 — Global data centers dealmaking surged to hit another record high this year, driven by a rush to build out the infrastructure required for energy-intensive AI workloads.
More: Mashable, Bloomberg, The Guardian, and Reuters
X: @ttunguz, @jack_hoogland, @stealthqe4, @morningbrew, and @business
LinkedIn: April Roach and Iuri Struta
| Max Knoblauch / Sherwood News: |
Morgan Stanley: ad tiers account for 30% of Netflix subscribers and 50% of Disney+ subscribers; ad tiers accounted for all US net subscriber additions in 2025 — As streaming prices climb, ad-free subscribers are becoming a rarity. — A mass digital migration is taking place … | Isabelle Bousquette / Wall Street Journal: |
The RAISE Act requires AI companies with $500M+ in revenue to publish safety protocols and disclose safety incidents within 72 hours, with fines up to $3M — Days after President Trump moved to block states from regulating AI, New York's governor signs what the bill's sponsor calls the strongest AI safety law in the U.S.| Jennifer Elias / CNBC: |
A profile of Josh Woodward, the head of Google Labs who is credited with turning around the Gemini app, growing its MAUs from 350M in March to 650M by October — Josh Woodward may not be a household name in Silicon Valley. But inside Google, everybody knows about him.
X: @sal19
| Jon Keegan / Sherwood News: |
A look at Meta's 2GW Hyperion data center in Louisiana, with the first phase opening in 2028; an analysis shows sales tax breaks on GPUs could total $3.3B+ — $10 billion of investment. Code names to disguise projects and companies. Mixed opinions. Skyrocketing property values.
More: KALB-TV and Meta Newsroom
X: @ljkawa and @enriqueabeyta
Bluesky: @sherwood.news, @joshadams, and @jonkeegan.com
| OpenAI: |
OpenAI introduces a framework to evaluate chain-of-thought monitorability and a suite of 13 evaluations designed to measure the monitorability of an AI system — We introduce evaluations for chain-of-thought monitorability and study how it scales with test-time compute, reinforcement learning, and pretraining.
More: WinBuzzer. X: @mileskwang, @zhuokaiz, @tomekkorbak, @koylanai, @mileskwang, @sama, @mileskwang, and @andersonbcdefg
| Dan Gallagher / Wall Street Journal: |
Micron projects FY Q2 sales to grow over 2x YoY to $18.7B and adjusted operating income to rise over 5x to $11.3B, signaling higher memory chip prices in 2026 — The AI gold rush is creating shortages for memory chips that could raise prices for all sorts of gadgets
More: Barron's Online, Yahoo Finance, The Straits Times, Barchart.com, The Next Platform, and Android Headlines. Mastodon: @remixtures@tldr.nettime.org
| Emma Roth / The Verge: |
OpenAI rolls out an update to let users adjust ChatGPT's characteristics, including how warm or enthusiastic it is, and its use of headers, lists, and emojis — OpenAI is making it easier to edit emails with ChatGPT, too. … OpenAI will now give you the ability to dial up — or down — ChatGPT's warmth and enthusiasm.
More: TechCrunch, The Decoder, iClarified, Mashable, Tech in Asia, and Blockchain.News
| Chris Stokel-Walker / Fast Company: |
Sequoia's Shaun Maguire speculated in an X post that an innocent Palestinian student was behind the Brown University shooting; the post was later deleted — The discovery of the body of Claudio Manuel Neves Valente, a Portuguese national who studied physics at Brown University … | Cheng Ting-Fang / Nikkei Asia: |
Sources: TSMC plans to move chipmaking tools into its second Arizona fab in summer 2026, in line with its push to accelerate US production by “several quarters” — TAIPEI — Taiwan Semiconductor Manufacturing Co. plans to start moving chipmaking tools into its second plant …
More: Android Headlines, Phoenix Business Journal, and Semafor
| Ashley Carman / Bloomberg: |
YouTube's head of products for podcasts Steve McLendon says viewers streamed 700M+ hours of podcasts on TV in October, up from 400M hours in October 2024 — That's up from 400 million hours a year ago as podcasts become the new late-night TV. — People are spending more time tuning … Sponsor Posts
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