| 9:05 PM • | Steve Hsu / @hsu_steve: Physicist Steve Hsu says he has published a peer-reviewed theoretical physics paper whose main idea came from GPT-5 |
| 8:25 PM • | Arvelisse Bonilla Ramos / Bloomberg: Docusign reports Q3 revenue up 8% YoY to $818.4M, vs. $807.1M est., and forecasts Q4 revenue below estimates; DOCU drops 6%+ after hours |
| 8:00 PM • | Bloomberg: Chinese AI chipmaker Moore Threads raised ~$1.13B in the year's second-largest onshore IPO, valuing it at ~$7.6B, with the retail portion oversubscribed 2,750x |
| 7:15 PM • | Boaz Sobrado / Forbes: A Polymarket trader netted $1M+ in 24 hours, mostly by placing suspiciously accurate bets on Google's 2025 Year in Search rankings |
| 7:00 PM • | Anna Tong / Forbes: Micro1, which helps AI labs find experts for data annotation, says it has crossed $100M in annualized revenue and fielded investment offers at a $2.5B valuation |
| 6:55 PM • | Will Oremus / Washington Post: Two studies suggest AI chatbots can shift political views more effectively than TV campaign ads, especially by presenting many claims, regardless of accuracy |
| 5:55 PM • | Sam Becker / Fast Company: TBPN signs a partnership with the NYSE, giving the video podcast the same on-floor access enjoyed by major financial networks such as CNBC |
| 5:35 PM • | CNBC: Google Cloud partners with Replit to expand the use of Google's cloud offerings and AI models and to jointly support AI use cases for enterprise customers |
| 5:00 PM • | Kif Leswing / CNBC: Apple says general counsel Kate Adams and policy chief Lisa Jackson will retire, and Jennifer Newstead, Meta's former chief legal officer, will replace Adams |
| 4:30 PM • | Juby Babu / Reuters: HPE reports Q4 revenue up 14% YoY to $9.68B, vs. $9.94B est., Server revenue down 5% to $4.5B, and forecasts Q1 revenue below est.; HPE drops 8%+ after hours |
| 3:55 PM • | Mike Isaac / New York Times: Meta says it is shifting some of its investment from metaverse toward AI glasses and wearables, and “we aren't planning any broader changes than that” |
| 3:35 PM • | Abner Li / 9to5Google: Google rolls out Gemini 3 Deep Think to Google AI Ultra subscribers in the Gemini app, after saying in November it needed “extra time for safety evaluations” |
| 3:00 PM • | Chris Metinko / Axios: Lumia, which uses AI to analyze interactions between autonomous agents and humans, raised an $18M seed led by Team8 |
| 2:10 PM • | The Information: Sources: Fluidstack, an AI cloud provider that is aiding Google's effort to expand access to its TPUs, is in talks to raise $700M+ led by Situational Awareness |
| 1:50 PM • | Jordan Novet / CNBC: Microsoft will increase prices for commercial Office subscriptions on July 1, 2026, including a 33% jump for front-line worker plans like Microsoft 365 F1 |
| 1:15 PM • | Christina Kyriasoglou / Bloomberg: Phia, founded by Bill Gates' daughter Phoebe to develop an AI search engine accessed via an extension for Chrome and Safari, raised $30M at a $180M valuation |
| 12:45 PM • | Reuters: Russia's Roskomnadzor says it has blocked FaceTime in Russia, claiming the service is being used to organize and “carry out terrorist attacks in the country” |
| 12:35 PM • | Bloomberg: Sources: Polymarket has recruited staff for a market making team that could face off against its customers; Kalshi's similar unit exposed Kalshi to criticism |
| 12:15 PM • | Jay Peters / The Verge: Amazon plans to release its $630 Kindle Scribe Colorsoft and $500 Kindle Scribe on December 10, after announcing them in September, but won't offer preorders |
| 12:10 PM • | Sarah Perez / TechCrunch: Meta launches a centralized support hub for Facebook and Instagram, with AI-powered search and an AI assistant to answer queries, in its iOS and Android apps |
| 11:50 AM • | Sarah Perez / TechCrunch: Apple announces its 2025 App Store Award winners and names visual planner Tiimo as the iPhone App of the Year; many of the winning apps have AI integrations |
| 11:20 AM • | Dominic Preston / The Verge: OnePlus launches US preorders for its $900+ OnePlus 15 a month late, after receiving FCC clearance, which had been delayed due to the US government shutdown |
| 10:45 AM • | Blake Brittain / Reuters: A US federal judge rules that OpenAI must produce 20M anonymized ChatGPT chat logs in the copyright lawsuit brought by The New York Times and other news outlets |
| 10:25 AM • | James Rundle / Wall Street Journal: 7AI, which makes agents that analyze and triage info like cybersecurity alerts, raised a $130M Series A at a ~$700M valuation, taking its total funding to $166M |
| 9:55 AM • | Steven Levy / Wired: A profile of AI hearing aid startup Fortell, which has raised $150M so far and is targeting affluent clients in NYC with a $6,800 device that uses a custom chip |
| 9:25 AM • | Aditya Soni / Reuters: Flex, which offers AI-based payment tools, credit, and more to mid-sized companies, raised a $60M Series B led by Portage, a source says at a ~$500M valuation |
| 9:08 AM • | Kurt Wagner / Bloomberg: Sources: Meta is considering deep budget cuts to its metaverse efforts in 2026, potentially as high as 30% and most likely including layoffs as early as January |
| 8:55 AM • | Ben Blanchard / Reuters: Taiwan's interior ministry announces a one-year ban on access to Chinese social media app Xiaohongshu, aka RedNote, citing 1,700+ fraud cases since 2024 |
| 8:40 AM • | Mauro Orru / Wall Street Journal: The EU expects to launch a formal bidding process for its AI gigafactories in early 2026 and close it in summer 2026, as the bloc seeks to catch up with the US |
| 8:25 AM • | Michael J. de la Merced / New York Times: AI legal software startup Harvey raised $160M led by a16z at an $8B valuation, up from $3B after raising $300M in February, taking its funding in 2025 to $760M |
| 8:15 AM • | Benoit Berthelot / Bloomberg: Yann LeCun says Meta will not back his unnamed AI startup, which will focus on advanced machine intelligence and world models, and hints it will be Paris-based |
| 8:05 AM • | Bloomberg: The EU says it is gathering more info and feedback from ~200 stakeholders on Google's offer to fix alleged antitrust violations linked to its ad tech business |
| 7:50 AM • | Ben Cohen / Wall Street Journal: University of Virginia professor Ken Ono, one of the world's most prominent mathematicians, joins AI startup Axiom Math, which is building an “AI mathematician” |
| 7:35 AM • | Jacob Bogage / Washington Post: Sources: Amazon, the USPS' top customer, providing $6B+ in 2025 revenue, is considering ending its deal at the end of 2026 and expanding its US delivery network |
| 7:20 AM • | Peter S. Goodman / New York Times: A look at “TSMC Village” in North Phoenix, as TSMC brings skilled workers from Taiwan who struggle with adapting to a sprawling suburbia and summer temperatures |
| 7:01 AM • | Bloomberg: Malaysian authorities are using drones, power sensors, and tips to hunt Bitcoin miners for power theft, which cost a state energy company ~$1.1B over five years |
| 6:50 AM • | Peter S. Goodman / New York Times: Chip giants' efforts to turn Phoenix into a US hub may hinge on training local workers; an estimated 115K+ local chip jobs are set to be created over four years |
| 6:40 AM • | Reuters: Docs: Foxconn's subsidiaries and China's Luxshare plan expansions in Vietnam to boost gaming device production, reinforcing Vietnam's gaming supply chain role |
| 6:30 AM • | Peter S. Goodman / New York Times: How TSMC, Intel, and Amkor are transforming Phoenix into a US chip hub, investing tens of billions and illustrating the difficulties of large-scale US projects |
| 6:15 AM • | Ece Yildirim / Gizmodo: DealBook Summit: Palantir CEO Alex Karp says “the more constitutional you want to make” the US' Caribbean boat strikes “the more you're going to need” Palantir |
| 5:55 AM • | Reuters: Jimmy Wales says Wikimedia is working with Big Tech on AI deals similar to Google's and reader donations are “not to subsidize OpenAI costing us a ton of money” |
| 5:40 AM • | Daniel Thomas / Financial Times: Ofcom fines AVS Group, which runs 18 adult sites, £1M+ under the OSA, the largest penalty so far, and threatens action against a “major social media company” |
| 5:00 AM • | Yuan Gao / Bloomberg: Sources: Beijing-based Cambricon plans to more than triple its AI chip production to 500K units in 2026, including 300K of its advanced Siyuan 590 and 690 chips |
| 4:45 AM • | AI Alignment Forum: Google DeepMind's mechanistic interpretability team details why it shifted from fully reverse-engineering neural nets to a focus on “pragmatic interpretability” |
| 4:20 AM • | CoinDesk: BNP Paribas says it is joining nine other European banks, including ING, UniCredit, and CaixaBank, to develop a euro-pegged stablecoin via joint venture Qivalis |
| 4:05 AM • | Bloomberg: Sources: SoftBank agrees to sell a large portion of its stake in InMobi back to the Indian mobile ad company for ~$250M, reducing its holding from 30%+ to <10% |
| 3:55 AM • | Maggie Astor / New York Times: Some people are feeding years of medical records into chatbots like ChatGPT, despite privacy risks and receiving generalized or inaccurate diagnoses in response |
| 2:35 AM • | Dwarkesh Patel / Dwarkesh Podcast: Thoughts on AI progress and why AI labs' actions hint at a worldview in which AI models will continue to fare poorly at generalization and on-the-job learning |
| 2:05 AM • | Shirin Ghaffary / Bloomberg: DealBook Summit: Dario Amodei suggests some AI companies are taking on too much risk by “YOLO-ing” and committing to spend hundreds of billions on data centers |
| 1:40 AM • | Dylan Butts / CNBC: Horizon Quantum, which aims to list on the Nasdaq via a SPAC in Q1 2026, claims it is the first startup to deploy a commercial quantum computer in Singapore |
| 1:05 AM • | John Gruber / Daring Fireball: Apple replacing Alan Dye with Stephen Lemay may revive the Jobs-era “design is how it works” ethos in Apple's UI design that faded due to Jony Ive elevating Dye |
| 12:30 AM • | Anna Heim / TechCrunch: Paris-based CRM unicorn Brevo, formerly known as Sendinblue, raised €500M, says it surpassed €200M in ARR in 2025 ahead of time, and now has 600K+ customers |
| 12:20 AM • | Barbara Moens / Financial Times: The European Commission opens an antitrust investigation into Meta over its new policy on AI providers' access to WhatsApp; the probe won't fall under the DMA |
| 11:45 PM • | Will Douglas Heaven / MIT Technology Review: OpenAI is testing training LLMs to produce “confessions”, or self-report how they carried out a task and own up to bad behavior, like appearing to lie or cheat |
| 11:25 PM • | Stephen Nellis / Reuters: Nvidia says GB200 Blackwell AI servers, which pack 72 chips in one unit, boost performance 10x over H200 servers for MoE models like Moonshot's Kimi K2 Thinking |
| 10:30 PM • | Biz Carson / Bloomberg: A profile of Databricks co-founder and Perplexity co-founder Andy Konwinski, who pivoted from Jehovah's Witness to helping solve “species-level” problems via AI |
| 10:10 PM • | Humeyra Pamuk / Reuters: The Trump administration orders enhanced vetting of H-1B applicants and their families for past work in “censorship”, including fact-checking and online safety |
| 9:40 PM • | Taylor Soper / GeekWire: Seattle-based Gradial, which makes agentic tools that automate enterprise marketing workflows, raised a $35M Series B led by VMG Partners at a $350M valuation |
| 9:15 PM • | Berber Jin / Wall Street Journal: Sources: last summer, Sam Altman reached out to at least one rocket maker, Stoke Space, for OpenAI to secure a controlling stake; the talks are no longer active |
| 8:55 PM • | Bloomberg: Intel shelves plans to spin off or sell a stake in its networking division, NEX, after deciding that the business is more likely to succeed as an internal unit |
| 8:25 PM • | Kelly Cloonan / Wall Street Journal: Snowflake and Anthropic announce a multiyear $200M deal to make Anthropic's Claude models available on Snowflake's platform and deploy AI agents for enterprises |
| 7:55 PM • | Sam Sabin / Axios: The US DOJ indicts two Virginia twin brothers, Muneeb and Sohaib Akhter, for allegedly deleting 96 US government databases while working as Opexus contractors |
| 7:40 PM • | The Hacker News: React discloses a React Server Components flaw that allows unauthenticated remote code execution; Wiz says 39% of cloud environments have vulnerable instances |
| 7:25 PM • | Jay Peters / The Verge: Reddit CEO Steve Huffman says the company is “moving away” from r/popular, the default feed for new users, and will replace it with more personalized feeds |
| 7:10 PM • | Bloomberg: Jensen Huang says “we don't know” if China would accept Nvidia's H200 AI chips should the US relax export controls on them, after a meeting with President Trump |
| 6:35 PM • | Abner Li / 9to5Google: Google debuts Workspace Studio, a no-code tool for creating, designing, managing, and sharing AI agents, for users on Business, Education, and Enterprise plans |
| 6:20 PM • | Mark Zuckerberg / @zuck@threads.com: Mark Zuckerberg announces a creative studio in Meta's Reality Labs led by Alan Dye, who will be joined by Senior Director of Apple Design Team Billy Sorrentino |
| 5:25 PM • | Brody Ford / Bloomberg: Snowflake reports Q3 product revenue up 29% YoY to $1.16B, and forecasts Q4 adjusted operating income margin below estimates; SNOW drops 7%+ but is up 72% YTD |
| 5:05 PM • | Jordan Novet / CNBC: Salesforce reports Q3 revenue up 8.6% YoY to $10.26B, vs. $10.27B est., and forecasts Q4 revenue above estimates; CRM jumps 5%+ |
| 4:35 PM • | Reuters: Microsoft says “aggregate sales quotas for AI products have not been lowered”, following a report that some units lowered sales growth targets for AI products |
| 3:15 PM • | Stephen Totilo / Game File: Netflix sells game studio Spry Fox back to its co-founders, David Edery and Daniel Cook, after acquiring it in 2022, part of reducing from six studios to three |
| 3:00 PM • | Arsheeya Bajwa / Reuters: Micron says it will exit its Crucial consumer business by February 2026, as it doubles down on advanced memory chips for AI data centers, amid a supply shortage |
| 2:45 PM • | Mark Gurman / Bloomberg: Apple confirms that VP of Human Interface Design Alan Dye is leaving the company to join Meta; Tim Cook says Apple UI Designer Stephen Lemay will replace Dye |
| 2:06 PM • | Alex Konrad / Upstarts Media: Sources: Stripe is paying ~$1B to acquire Metronome, and the deal is expected to be predominantly cash; PitchBook: Metronome was valued at $470M in February |
| 1:55 PM • | Shirin Ghaffary / Bloomberg: OpenAI's nonprofit foundation says it plans to award $40.5M in grants in 2025 to 208 nonprofits across the US; filing: the nonprofit donated only $7.5M in 2024 |
| 1:30 PM • | Bloomberg: OpenAI agrees to acquire Warsaw-based Neptune, which makes tools for analyzing progress during AI model training, for reportedly less than $400M, in just stock |
| 12:20 PM • | Jaures Yip / CNBC: IoT security device maker Verkada hit a $5.8B valuation after new funding, a source says totaling $100M, led by CapitalG, and passed $1B in annualized bookings |
| 11:30 AM • | Reuters: Russia's Roskomnadzor blocks access to Roblox, claiming that it is “rife with inappropriate content” and distributing extremist materials and “LGBT propaganda” |
| 10:30 AM • | Reuters: India says it revoked an order to smartphone makers to preload state-run cybersecurity app Sanchar Saathi on all new smartphones, after protests from lawmakers |
| 10:25 AM • | Lucas Manfredi / The Wrap: Amazon adds an Alexa+ feature to Fire TV that lets Prime Video users skip to movie scenes using natural language descriptions, character names, or famous quotes |
| 9:55 AM • | James Whitbrook / Gizmodo: After a backlash, Amazon Prime Video removes AI-generated English and Spanish dubs that it had quietly rolled out in beta for several anime films and series |
| 9:40 AM • | Ben Weiss / Fortune: Decentralized exchange Ostium raised a $20M Series A led by General Catalyst and Jump Trading, a source says at a ~$250M valuation, after previously raising $8M |
| 9:25 AM • | Bloomberg: TikTok plans to invest $37.7B+ to build a data center near Brazil's port of Pecém, partnering with Omnia and Casa dos Ventos, its first project in Latin America |
| 9:20 AM • | Aaron Holmes / The Information: Sources: Microsoft units lowered how much salespeople are supposed to grow sales of certain AI products, a rare move for Microsoft, after missing growth targets |
| 8:25 AM • | Sean Hollister / The Verge: Q&A with Valve executive Pierre-Loup Griffais, who helped architect SteamOS and the Steam Deck, on quietly funding open-source tech to play Windows games on ARM |
| 8:10 AM • | Todd Spangler / Variety: Spotify unveils 2025's top 50 most popular US podcasts, led by The Joe Rogan Experience for the fifth consecutive year; 24 of the top 50 now offer video content |
| 8:07 AM • | Sarah Perez / TechCrunch: Spotify releases Wrapped 2025, which adds features like Wrapped Party, its first live interactive experience, Top Song Quiz, Listening Age, and Wrapped Clubs |
| 7:50 AM • | Natalie Lung / Bloomberg: Uber partners with Avride to launch robotaxi rides in Dallas, marking Uber's fourth US city to offer autonomous ride options, after Phoenix, Austin, and Atlanta |
| 7:20 AM • | Eva Dou / Washington Post: Sources and docs: Palantir's Immigration OS helps ICE track undocumented immigrants and deport them; a decade ago, Alex Karp said Trump's plans made “no sense” |
| 7:05 AM • | Alexandra S. Levine / Bloomberg: Some YouTube creators are using AI tools to make videos for kids and babies, raising concerns that such AI content may negatively impact early brain development |
| 6:45 AM • | Dan Milmo / The Guardian: AI Forensics: 354 AI-focused TikTok accounts pushed 43K posts made with GenAI tools that hit 4.5B views, including posts with anti-immigrant and sexual material |
| 6:30 AM • | Max A. Cherney / Reuters: Vinci, which uses AI simulations to accelerate chip and other hardware design, raised a $36M Series A led by Xora Innovation, taking its total funding to $46M |
| 6:01 AM • | George Steer / Financial Times: Donald Trump Jr. and Eric Trump's American Bitcoin closed down 38.8% on December 2, wiping out ~$1B in market value; TMTG is down nearly 70% so far in 2025 |
| 5:40 AM • | Tony Maglio / The Hollywood Reporter: HBO Max's 4K Mad Men re-release had many problems, including lacking post-production edits in some scenes; a source says Lionsgate delivered the wrong 4K file |
| 4:35 AM • | Cade Metz / New York Times: A look at startups like AGI and Plato, which build replicas of websites to let AI agents learn to navigate the internet and complete tasks, like booking flights |
| 2:40 AM • | Samantha Cole / 404 Media: Half of US states now require users to upload their IDs or hand over their biometric data to view porn, after Missouri became the 25th state to enact such a law |
| 2:35 AM • | Camilla Hodgson / Financial Times: Copper demand is being boosted by AI data centers, which require 27 to 33 tons per MW, over 2x what conventional data centers require, per miner Grupo México |
| 2:30 AM • | John Reynolds / Tech.eu: London-based Sokin, which develops tech for B2B cross-border payments, raised a $50M Series B led by Prysm Capital at a $300M valuation |
| 2:25 AM • | Jeff John Roberts / Fortune: Binance names co-founder Yi He as co-CEO, alongside Richard Teng, making her one of the few women leading a crypto company; she also has children with ex-CEO CZ |
| 1:40 AM • | Jonathan Slotkin / New York Times: An analysis of Waymo data covering nearly 100M driverless miles in four US cities: Waymo cars have far lower crash rates per million miles than human drivers |
| 1:30 AM • | Katherine Bindley / Wall Street Journal: Waymo's self-driving cars appear to be bending traffic laws and getting impatient with pedestrians, as the company seeks to make them “confidently assertive” |
| 1:05 AM • | Scott Woody / Metronome: Stripe agrees to acquire Metronome, which offers APIs to help SaaS companies charge customers based on usage and has raised $128M in total funding |
| 12:55 AM • | Samantha Subin / CNBC: MongoDB's stock jumped 22% on December 2 after Q3 revenue rose 19% YoY to $628M, vs. $592M est.; MongoDB boosts full-year guidance on Atlas growth and AI demand |
| 12:50 AM • | Financial Times: Software testing and validation startup Antithesis raised $105M led by Jane Street, as demand grows to vet AI-generated code for bugs and security flaws |
| 11:10 PM • | Angus Whitley / Bloomberg: YouTube says it will comply with Australia's social media ban for under-16s, after rejecting its inclusion in the crackdown and calling the regulation “rushed” |
| 9:45 PM • | Shruti Srivastava / Bloomberg: After a backlash, India says its preinstalled cybersecurity app Sanchar Saathi is “optional” and “users have complete freedom to activate, or delete the app” |
| 8:40 PM • | Reuters: Filing: JD.com's JingDong Industrials, or JDi, a supply chain technology and services provider in China, aims to raise up to ~$420M in its Hong Kong IPO |
| 7:55 PM • | George Hammond / Financial Times: Sources: Anthropic has tapped a law firm to begin work on its IPO, which could come as soon as 2026, and has held preliminary talks with big investment banks |
| 7:35 PM • | Bloomberg: Check Point is raising $1.5B from the sale of a five-year zero-coupon convertible bond; part of the proceeds will go toward buying back up to $225M of stock |
| 7:15 PM • | Valida Pau / The Information: ServiceNow announces a deal to acquire identity security startup Veza, sources say for between $1B and $1.5B, a ~50% premium to Veza's $808M valuation in March |
| 6:20 PM • | Sejal Govindarao / Associated Press: Arizona AG Kris Mayes sues Temu for allegedly stealing customers' data, including their GPS locations and lists of their apps, and counterfeiting local brands |
| 5:50 PM • | Kif Leswing / CNBC: Marvell says it will acquire Celestial AI for $3.25B+ in cash and stock, set to close in Q1 2026; the price can rise to $5.5B if Celestial hits revenue targets |
| 4:35 PM • | Axios: Sources: President Trump's plans to block state-level AI regulations via a preemption proposal face opposition from Democrats, Republicans, and consumer groups |
| 4:15 PM • | Anthropic: Anthropic's employees self-report using Claude in 60% of their work, most for debugging and code understanding, achieving a 50% productivity boost, and more |
| 3:30 PM • | Sara Fischer / Axios: CNN partners with Kalshi to use its real-time prediction data in TV, digital, and social channel reporting, on-air data tickers, analysis, and fact-checking |
| 3:05 PM • | Jonathan Stempel / Reuters: Instacart sues New York City to block enforcement of five laws, including rules governing minimum pay for app-based workers and tipping disclosures to customers |
| 2:35 PM • | 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 |
| 1:55 PM • | Cate Lawrence / Tech.eu: Bending Spoons acquires Eventbrite for ~$500M in an all-cash deal, following its $1.38B acquisition of Vimeo in September and its pending acquisition of AOL |
| 1:25 PM • | Sarah Perez / TechCrunch: Apptopia: ChatGPT referrals to retailer mobile apps grew 28% YoY during the Black Friday weekend in 2025; Amazon's ChatGPT referral share went from 40.5% to 54% |
| 1:20 PM • | Padraic Halpin / Reuters: Ireland investigates TikTok and LinkedIn over concerns that their illegal content reporting tools are hard to access or don't allow anonymous CSAM reporting |
| 1:05 PM • | 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% |
| 12:40 PM • | Globes: Israeli startup Zafran, an AI-native threat exposure management service, raised a $60M Series C led by Menlo Ventures, bringing its total funding to $130M |
| 12:30 PM • | Krystal Hu / Reuters: Cloud data management startup Eon raised $300M led by Gil Capital at a $4B valuation, almost 3X from $1.4B in November 2024, taking its total funding to $500M |
| 12:25 PM • | 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 |
| 12:15 PM • | 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 |
| 11:55 AM • | Georgia Butler / DatacenterDynamics: Amazon launches AWS AI Factories, which lets customers deploy AWS infrastructure, including AWS Trainium chips and Nvidia GPUs, in their existing data centers |
| 11:50 AM • | 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 |
| 11:45 AM • | Maxwell Zeff / Wired: An interview with AWS CEO Matt Garman on his AI vision, how he plans to extend Amazon's cloud market lead, adding AI to AWS services, AI efficiencies, and more |
| 11:37 AM • | Mike Wheatley / SiliconANGLE: Amazon debuts three frontier agents: Kiro autonomous agent, AWS Security Agent, and AWS DevOps Agent, each focused on a different aspect of software development |
| 11:35 AM • | Rebecca Szkutak / TechCrunch: Amazon expands its AI agent platform, Bedrock AgentCore, with new tools for managing agent boundaries, agent memory capabilities, and agent evaluation features |
| 11:31 AM • | 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 |
| 11:30 AM • | Stephanie Palazzolo / The Information: Sources: OpenAI is developing a new LLM, codenamed Garlic, that outperforms Gemini 3 and Claude Opus 4.5 in coding and reasoning tasks, per internal evaluations |
| 11:20 AM • | Jordan Novet / CNBC: AWS launches DevOps Agent, an AI-enabled tool designed to help clients quickly identify root causes of outages and implement fixes, available in preview |
| 11:16 AM • | 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 |
| 11:15 AM • | 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 |
| 11:12 AM • | 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 |
| 11:00 AM • | Hayden Field / The Verge: A look at Anthropic's societal impacts team, which studies AI's broad societal risks to tackle “inconvenient truths”, beyond typical safety teams at AI startups |
| 10:45 AM • | Ivan Mehta / TechCrunch: Barcelona-based Titan OS, which provides a smart TV operating system to TV makers like Philips and JVC, raised a €50M Series A led by Highland Europe |
| 10:30 AM • | Stephen Nellis / Reuters: Axiado, which is making a chip designed to save space and power in AI servers, raised $100M led by Maverick Silicon |
| 10:20 AM • | 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 |
| 9:45 AM • | Spencer Soper / Bloomberg: Adobe: US shoppers spent $14.25B online during Cyber Monday, up 7.1% YoY, compared with a 9.1% rise on Black Friday; five-day spending rose 7.7% YoY to $44.2B |
| 9:30 AM • | 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 |
| 9:20 AM • | Liana Baker / Bloomberg: Vista Equity-backed infrastructure software company LogicMonitor acquires Catchpoint, which monitors user experiences across the internet, for $250M+ in cash |
| 9:10 AM • | 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 |
| 8:55 AM • | 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 |
| 8:40 AM • | John Yoon / New York Times: South Korean police arrest four for hacking 120K home security cameras, whose footage was used to make sexually exploitative material; one hacker made ~$12K |
| 8:30 AM • | 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 |
| 8:18 AM • | 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 |
| 8:10 AM • | Ash Parrish / The Verge: Discord now lets users buy, wishlist, and gift in-game cosmetic items directly within its platform, starting with a store within Marvel Rivals' Discord server |
| 7:25 AM • | Bloomberg: Paris-based AI voice startup Gradium, spun out of the nonprofit AI lab Kyutai, raised $70M led by FirstMark Capital and Eurazeo, after launching in September |
| 7:11 AM • | Bloomberg: Taiwanese prosecutors charge Tokyo Electron for failing to prevent staff from allegedly stealing TSMC trade secrets, indicting Tokyo Electron on several counts |
| 6:45 AM • | Dylan Butts / CNBC: At a Tokyo forum, Masayoshi Son says he “was crying” over SoftBank selling its $5.83B Nvidia stake but “I just had more need for money to invest in OpenAI” |
| 6:35 AM • | Sarah Jacob / Bloomberg: Just Eat founder Jitse Groen plans to step down as CEO on January 1, to be replaced by Prosus Europe head Roberto Gandolfo; Groen founded Takeaway.com in 2000 |
| 6:25 AM • | 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 |
| 6:10 AM • | 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 |
| 5:55 AM • | 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 |
| 5:40 AM • | Noah Smith / Noahpinion: Americans express fear and negativity toward AI, often relying on bad arguments like water usage, a stark contrast with Asia's and Europe's relative positivity |
| 4:15 AM • | Financial Times: UK pension funds are cutting exposure to US equities over worries about a growing concentration in a few tech stocks and the risk of a bubble in the AI sector |
| 3:50 AM • | 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 |
| 2:20 AM • | Keach Hagey / Wall Street Journal: CANI files a CA ballot measure to let an oversight board review and undo science and tech nonprofit conversions since January 2024, indirectly targeting OpenAI |
| 2:08 AM • | 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 |
| 1:35 AM • | Reuters: South Korean trade data: chip exports rose 38.5% YoY to a record $17.26B in November, driven by strong data center chip demand and higher memory chip prices |
| 1:15 AM • | Neil J Kanatt / Reuters: Shopify says it fixed an issue in its login authentication flow, resolving a Cyber Monday outage that left some merchants unable to log in or access POS systems |
| 12:50 AM • | Rebecca Szkutak / TechCrunch: Nvidia announces Alpamayo-R1, an AI model for autonomous driving research, and calls it the “first industry-scale open reasoning vision language action model” |
| 12:40 AM • | Jonathan Stempel / Reuters: Texas AG Ken Paxton says he is investigating Shein to determine whether it violated state laws on unethical labor practices and the sale of unsafe products |
| 11:45 PM • | 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 |
| 11:36 PM • | The Information: Sources: Marvell is in advanced talks to acquire chip startup Celestial AI in a cash-and-stock deal that could top $5B; Celestial was valued at $2.5B in March |
| 11:30 PM • | 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 |
| 10:10 PM • | 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” |
| 9:05 PM • | 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 |
| 8:40 PM • | Heekyong Yang / Reuters: The Galaxy Z TriFold will go on sale in South Korea on December 12 for ~$2,440, in China, Singapore, Taiwan, and the UAE later in 2025, and in the US in Q1 2026 |
| 8:27 PM • | 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 |
| 7:40 PM • | Amanda Silberling / TechCrunch: Marques Brownlee plans to shut down wallpaper app Panels on December 31; Appfigures: Panels reached 900K downloads and users spent $95K since its 2024 launch |
| 6:30 PM • | Taylor Soper / GeekWire: Amazon launches Amazon Now, an ultra-fast service that aims to deliver household essentials and groceries in ~30 minutes or less, in Seattle and Philadelphia |
| 6:20 PM • | Liz Napolitano / CNBC: Kalshi says users can now trade tokenized versions of their wagers on Solana, part of a push to court crypto holders; Polymarket already allows on-chain trading |
| 5:30 PM • | 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 |
| 5:15 PM • | Emily Graffeo / Bloomberg: Vanguard now allows ETFs and mutual funds that primarily hold select cryptocurrencies, like BTC, to be traded on its platform, reversing a longstanding position |
| 4:25 PM • | Natasha Singer / New York Times: Dozens of US universities and colleges have announced new AI departments and programs over the past two years; an AI program is now MIT's second-largest major |
| 3:40 PM • | Annie Palmer / CNBC: Shopify hit with hours-long outage on Cyber Monday |
| 2:55 PM • | Alex Heath / Sources: Adam Mosseri memo: Instagram US staff must return to the office five days per week from February 2026; sources: it is the first such mandate for a big Meta unit |
| 1:55 PM • | Iain Martin / Forbes: A look at ElevenLabs, as ~50% of its $193M in trailing 12-month revenue now comes from corporates, like Cisco, and ~50% from YouTubers, podcasters, and authors |
| 1:15 PM • | Stephen Alpher / CoinDesk: Michael Saylor's Strategy creates a $1.44B “USD Reserve” funded via stock sales, after cutting its full-year profit and bitcoin yield targets due to BTC's drop |
| 12:45 PM • | Simon Hunt / City A.M.: Car sharing service Zipcar UK plans to shut down after London extended its Congestion Charge to EVs; Zipcar's losses jumped to £11.7M in 2024, vs. £364K in 2023 |
| 11:55 AM • | Kyt Dotson / SiliconANGLE: Tutor Intelligence, which makes AI-powered warehouse robots, raised a $34M Series A led by Union Square Ventures, bringing its total funding to $42M |
| 11:35 AM • | Ludwig Burger / Reuters: Swiss and German law enforcement agencies jointly shut down Cryptomixer, a major bitcoin mixing platform suspected of laundering money from criminal activities |
| 11:10 AM • | Dan Primack / Axios: The reaction to NYT's David Sacks story aside, Sacks is pushing policies to help the US win the AI race, which also benefit him, his allies, and even his foes |
| 10:50 AM • | Biz Carson / Bloomberg: Nevis, which develops AI agents to automate wealth advisers' grunt work, raised a $35M Series A from Sequoia and others at a $200M valuation, after a $5M seed |
| 10:21 AM • | Saritha Rai / Bloomberg: DeepSeek releases DeepSeek-V3.2 and DeepSeek-V3.2-Speciale, which it calls “reasoning-first models built for agents”, after releasing V3.2-Exp in September |
| 9:50 AM • | Dominic-Madori Davis / TechCrunch: An analysis of Crunchbase and PitchBook data: 80+ tech startups passed $1B valuations in 2025 so far, many of them AI-related, save for exceptions like Kalshi |
| 9:10 AM • | Ashley Capoot / CNBC: Runway debuts the Gen-4.5 AI video generation model, highlighting its physical accuracy; it holds the top spot on Artificial Analysis' Video Arena leaderboard |
| 8:55 AM • | Michael J. de la Merced / New York Times: OpenAI takes a stake in Thrive Capital's Thrive Holdings and says it will embed agents in its companies, which already include an accounting and an IT business |
| 8:25 AM • | Ashley Capoot / CNBC: Nvidia buys $2B of Synopsys' common stock and unveils a strategic partnership to accelerate computing and AI engineering products, including with CUDA libraries |
| 6:55 AM • | Adamya Sharma / Android Authority: Netflix quietly removes support for casting from its mobile app to most modern TVs and streaming devices, including Chromecasts, regardless of subscription tier |
| 6:30 AM • | Financial Times: Sources: consultancies like McKinsey froze graduate pay offers for 2026, the third consecutive year, as AI reshapes the industry and threatens its pyramid model |
| 6:05 AM • | Reuters: ByteDance launches an AI voice assistant powered by its Doubao LLM, available first on ZTE's Nubia M153 smartphone prototype; Doubao has an estimated 159M MAUs |
| 5:45 AM • | Financial Times: Germany-based Black Forest Labs, which develops the open-source Flux image generation models, raised a $300M Series B at a $3.25B valuation, up from $1B in 2024 |
| 5:00 AM • | Reuters: Indian government order: India's telecom ministry privately gives smartphone makers 90 days to preload state cybersecurity app Sanchar Saathi on all new devices |
| 4:45 AM • | Ortenca Aliaj / Financial Times: HSBC signs a Mistral deal to access Mistral's AI models and co-develop models for tasks like financial analysis, translation, onboarding clients, and AML checks |
| 4:30 AM • | Emmanuel Felton / Washington Post: Omnicom's DM9 returned three Cannes awards after a North Carolina state senator and CNN Brazil found DM9 used AI to manipulate their content and used it for ads |
| 4:00 AM • | Te-Ping Chen / Wall Street Journal: The AI boom has led to high demand and more pay for the construction workers who build data centers; a trade group estimates there's a shortage of ~439K workers |
| 1:35 AM • | Reuters: China's central bank reaffirmed its stance on crypto, calling virtual currency activity illegal and saying stablecoins fail KYC and anti-money-laundering rules |
| 12:45 AM • | Tim Balk / New York Times: New York becomes the first US state to require that retailers disclose using algorithmic pricing tied to personal data; 10+ states are considering similar bills |
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