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Google, with its structural advantages, is a threat for both OpenAI and Nvidia; OpenAI has a real moat with 800M+ ChatGPT users, but needs an advertising model (Ben Thompson/Stratechery)
2025-12-02 04:52 - https://www.techmeme.com/feed.xml
Internal memo: OpenAI CEO Sam Altman declares a "code red" to shift more resources into improving ChatGPT amid rising competition, delaying other plans like ads (The Information)
2025-12-02 04:52 - https://www.techmeme.com/feed.xml
Samsung says the Galaxy Z TriFold will go on sale in South Korea on December 12 for ~$2,440, in China this year, and in the US as early as Q1 2026 (Heekyong Yang/Reuters)
2025-12-02 01:52 - https://www.techmeme.com/feed.xml
The Trump administration agrees to inject up to $150M in xLight, which develops lasers for EUV machines and has Pat Gelsinger on its board, for an equity stake (Wall Street Journal)
2025-12-02 02:52 - https://www.techmeme.com/feed.xml
Sources: Marvell is in advanced talks to buy chip startup Celestial AI in a cash-and-stock deal that could top $5B; Celestial was valued at $2.5B in March 2025 (The Information)
2025-12-02 04:52 - https://www.techmeme.com/feed.xml
AWS and Google Cloud announce a jointly built multicloud networking solution and a new open interoperability spec; AWS plans a rollout with Azure later in 2026 (Ryan Christoffel/9to5Mac)
2025-12-02 03:52 - https://www.techmeme.com/feed.xml
Samsung unveils the Galaxy Z TriFold, with a 6.5-inch outer screen, a 10-inch 120Hz inner screen, three rear cameras, and a 3.9mm profile at its thinnest point (Allison Johnson/The Verge)
2025-12-02 01:52 - https://www.techmeme.com/feed.xml
Marques Brownlee plans to shut down his wallpaper app Panels on December 31; Appfigures: it had 900K downloads and $95K in user spending since its 2024 launch (Amanda Silberling/TechCrunch)
2025-12-02 00:52 - https://www.techmeme.com/feed.xml
Amazon launches Amazon Now, a new service that aims to deliver household essentials and groceries in ~30 minutes or less, available in Seattle and Philadelphia (Taylor Soper/GeekWire)
2025-12-01 23:52 - https://www.techmeme.com/feed.xml
Kalshi says users can now trade tokenized versions of their wagers on Solana, in a bid to court crypto holders; Polymarket already allows on-chain trading (Liz Napolitano/CNBC)
2025-12-01 23:52 - https://www.techmeme.com/feed.xml
Apple says its AI chief, John Giannandrea, is stepping down; former Microsoft executive Amar Subramanya will lead AI, reporting to Craig Federighi (Juli Clover/MacRumors)
2025-12-01 22:51 - https://www.techmeme.com/feed.xml
Dozens of US universities and colleges have announced new AI departments and programs over the last two years; an AI program is now MIT's second-largest major (Natasha Singer/New York Times)
2025-12-01 21:51 - https://www.techmeme.com/feed.xml
Vanguard will allow ETFs and mutual funds that primarily hold cryptocurrencies to be traded on its platform starting Tuesday, reversing a longstanding position (Emily Graffeo/Bloomberg)
2025-12-01 22:51 - https://www.techmeme.com/feed.xml
Shopify suffers an outage, leaving some merchants unable to log in or access POS systems, and says it has fixed an issue and is seeing signs of recovery (Annie Palmer/CNBC)
2025-12-01 20:51 - https://www.techmeme.com/feed.xml
Memo: Adam Mosseri asks Instagram US staff to return to office five days a week, starting February; sources: it's the first such RTO mandate for a big Meta unit (Alex Heath/Sources)
2025-12-01 20:51 - https://www.techmeme.com/feed.xml
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 (Iain Martin/Forbes)
2025-12-01 19:51 - https://www.techmeme.com/feed.xml
Michael Saylor's Strategy creates a $1.44B cash reserve funded by stock sales after cutting full-year profit and BTC yield targets due to bitcoin price drops (Stephen Alpher/CoinDesk)
2025-12-01 18:51 - https://www.techmeme.com/feed.xml
Car sharing service Zipcar UK plans to shut down after London extended its Congestion Charge to EVs; Zipcar had losses of £11.7M in 2024 vs. £364,000 in 2023 (Simon Hunt/City A.M.)
2025-12-01 17:51 - https://www.techmeme.com/feed.xml
Tutor Intelligence, which makes AI-powered warehouse robots, raised a $34M Series A led by Union Square Ventures, bringing its total funding to $42M (Kyt Dotson/SiliconANGLE)
2025-12-01 17:51 - https://www.techmeme.com/feed.xml
Swiss and German law enforcement agencies jointly shut down Cryptomixer, a major bitcoin mixing platform suspected of laundering money from criminal activities (Ludwig Burger/Reuters)
2025-12-01 16:50 - https://www.techmeme.com/feed.xml
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