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Ming-Chi Kuo: Kuo: Apple has cut iPhone 16 orders by ~10M units for Q4 2024 and H1 2025, mostly non-Pro models, and plans 8.6M iPhone SE 4 units from December 2024 to Q1 2025 -
Paige Smith / Bloomberg: The US CFPB says Goldman Sachs and Apple will pay $89M following a long-running Apple Card investigation; Goldman must pay $64.8M and Apple must pay $25M -
Six Colors: Apple releases iOS 18.2, iPadOS 18.2, and macOS 15.2 developer betas, with features like Genmoji, Image Playground, Visual Intelligence, and ChatGPT integration -
The Information: Sources: Apple has sharply scaled back Vision Pro production since early summer, and could stop making the existing version entirely by the end of 2024 -
Kyle Wiggers / TechCrunch: Google open sources SynthID Text, which lets developers watermark and detect text generated by AI models, available under the Apache 2.0 license -
Mark Gurman / Bloomberg: Sources: Apple nears production of MacBook Airs with M4 for release in early 2025, slightly delays M4 Mac Studio, and plans new entry-level iPads for the spring -
Debby Wu / Bloomberg: Source: in mid-October, TSMC halted shipments to a client after it discovered that chips fabricated for that entity had found their way into Huawei products -
Sponsor Post Airtable: Meet Airtable ProductCentral — The unified solution for managing your entire product development process in the AI era. -
Nduka Orjinmo / Bloomberg: Nigeria drops charges against Binance executive Tigran Gambaryan, detained since February 2024; sources say the case was discontinued due to his ill health -
CNN: Sources: the US DOJ warned Elon Musk's America PAC in recent days that his $1M sweepstakes to registered voters in swing states may violate federal law -
Debby Wu / Bloomberg: China says Tim Cook said Apple would “continue to grow its investments in China” in a meeting with its top tech official, during his second visit in 2024 -
Reuters: Nvidia CEO Jensen Huang says a flaw in Blackwell AI chips that impacted production has been fixed with TSMC's help and the issue was “100% Nvidia's fault” -
Jordan Novet / CNBC: IBM reports Q3 revenue up 1% YoY to $14.97B, vs. $15.07B est., and says bookings for AI consulting and software have exceeded $3B, up more than $1B QoQ -
Kevin Roose / New York Times: A mother sues Character.AI after her 14-year-old son became obsessed with a chatbot before his suicide; Character.AI says it plans new safety features -
Washington Post: A profile of Nicole Shanahan, the ex-wife of Sergey Brin and a rising MAGA star; sources: Shanahan and Brin's marriage drove a wedge between Brin and Larry Page -
Lily Hay Newman / Wired: Microsoft: Russia, China, and Iran are stepping up cyber-influence efforts on the US election; China has focused on down-ballot candidates and Congress members -
Jennifer Pattison Tuohy / The Verge: Amazon-owned Eero unveils the $350 Eero Outdoor 7, a dual-band 2.4 and 5Ghz Wi-Fi 7 access point that covers up to 15,000 square feet with speeds up to 2.1Gbps -
Joseph Cox / 404 Media: Privacy advocates leak hours of footage of Locate X, a global, warrantless phone tracking tool made by Babel Street and used by US agencies like ICE and CBP -
Karissa Bell / Engadget: Meta's Oversight Board says it has “serious concerns” about Meta's moderation in “electoral contexts”, after Meta removed a satirical image of Harris and Walz -
Ethan Mollick / One Useful Thing: Claude Sonnet 3.5 hands-on: the AI understood a basic game and its mechanics, had a strategy, was willing to revise it based on learning, but fragilities remain -
Cade Metz / New York Times: Suchir Balaji, who spent four years at OpenAI, says OpenAI's use of copyrighted data violated the law and ChatGPT damages the internet; he left in August 2024 -
Joanna Stern / Wall Street Journal: An interview with Craig Federighi on the launch of Apple Intelligence features like notification summaries in iOS 18.1, Siri, Apple's AI strategy, and more -
Alex Konrad / Forbes: Chemistry, a new VC firm by Index, Bessemer, and a16z alums Mark Goldberg, Ethan Kurzweil, and Kristina Shen, raised $350M for its debut, Series A-focused fund -
Edward Ludlow / Bloomberg: UK-based Wayve, which develops AI software for vehicles, starts testing its driver-assistance system in San Francisco and opens a new office in California