<html> <head> <meta name="viewport" content="width=device-width,initial-scale=1.0"> <style> a { text-decoration:none; } .uppercase { text-transform:uppercase; } .page { font-family:Optima, Helvetica, sans-serif; width:620px; margin:0 auto; background-color:white; font-size:16px; } .page table { border-collapse:collapse; } .header a, .header a:hover, .header a:visited { color:#606060; } .section { margin-top:12px; } .first_section { margin-top:4px; } .first_in_section { border-top:none !important; } .story .leading_item .title { font-size:18px; } .big_story .leading_item .title { font-size:24px; } .clustered_items .title { font-size:18px; } .title a { color:#004860; font-weight:bold; } .excerpt { color:black; font-size:16px; } .cite { color:#888; display:inline-block; white-space: nowrap; } a.tweet_cite:link, a.tweet_cite:visited, a.fb_item_cite:link, a.fb_item_cite:visited { color:black; } a.tweet_body:link, a.tweet_body:visited, a.fb_item_body:link, a.fb_item_body:visited { color:black; } .tweet, .fb_item { padding:1px 0; } .fb_item_image { width:12px; } .tweet_image { width:12px; } .logo { display:block; background:url(https://www.techmeme.com/img/techmeme34.png); background-size: cover; height:34px; width:142px; } .logo_img { height:34px; width:142px; } .sponsor .label { display:block; color:#686860; font-size:12px; font-weight:bold; padding:2px 0; } .event a:link, .event a:visited { color:#004860; } .banner { margin-bottom:12px; padding:20px 10px; background-color:#ffd700; text-align:center; font-size:26px; color:red; } .mcnPreviewText{display: none !important;} @media only screen and (max-width: 480px) { body, .page { width:100% !important; -webkit-text-size-adjust:none !important; } .MC_links { font-size:14px !important; padding-bottom:10px !important; } .page_date { font-size:18px !important; } .narrow_image { display:none !important; } .section { margin-top:16px !important; } .first_section { margin-top:6px !important; } .story, .big_story { padding: 12px 0 !important; border-top:1px solid silver !important; } .first_in_section { border-top:none !important; } .logo { background:url(https://www.techmeme.com/img/techmeme135.png) !important; background-size: cover !important; height:38px !important; width:160px !important; } .logo_img { height:38px !important; width:160px !important; } .tweet_image, .fb_item_image { width: 12px !important; } .events { padding:12px 10px !important; } .sponsor_image { max-width: 100px; } .presented_by { padding:2px 0 10px !important; } } </style> <!--[if gte mso 9]> <style type="text/css"> .clustered_items td { padding-left:38px !important; } </style> <![endif]--> </head> <body> <!-- --> <!--[if !gte mso 9]><!----><span class="mcnPreview Text" style="display:none; font-size:0px; line-height:0px; max-height:0px; max-width:0px; opacity:0; overflow:hidden; visibility:hidden; mso-hide:all;">At a press conference with Trump, TSMC CEO CC Wei says the company plans to invest $100B+ in the US over four years, in addition to its current $65B i</span><!--<![endif]--> <!-- --> <div class="page" style="font-family: Optima, Helvetica, sans-serif;width: 620px;margin: 0 auto;background-color: white;font-size: 16px;"> <div class="header"> <table style="width: 100%;margin-bottom: 8px;border-collapse: collapse;"> <tr> <td class="MC_links" colspan="2" style="font-size:13px;text-align:center;padding:2px 0 8px;color:#606060"> <a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=66ffb5e3ce&e=06cea4a9e4" style="text-decoration: none;color: #606060;">Got this from a friend? Subscribe!</a> | <a href="https://us14.forward-to-friend.com/forward?u=94ccd3ae223561415b05892ab&id=96d0849ee0&e=06cea4a9e4" style="text-decoration: none;color: #606060;">Forward</a> | <a href="https://us14.campaign-archive.com/?e=06cea4a9e4&u=94ccd3ae223561415b05892ab&id=96d0849ee0" style="text-decoration: none;color: #606060;">View in browser</a> </td> </tr> <tr> <td style="vertical-align:middle;padding-left:10px;min-height:38px;"> <a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=1ac7f922f4&e=06cea4a9e4" style="text-decoration: none;color: #606060;"> <!-- <span class="logo"></span> --> <img class="logo_img" src="https://www.techmeme.com/img/techmeme135.png" width="142" height="34" style="height: 34px;width: 142px;"> </a> </td> <td class="page_date" style="vertical-align:middle;text-align:right;color:#004860;font-weight:700;padding-right:10px">Mon, Mar 3</td> </tr> </table> </div> <table class="events" style="width: 100%;background-color: #f4f4f4;border-top: 1px solid lightgray;border-bottom: 1px solid lightgray;border-collapse: collapse;"> <tr><td style="padding:14px 10px;"> <span style="color:#455;font-weight:bold;">Tomorrow's events: </span> <span class="event"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=19c5cf0454&e=06cea4a9e4" style="text-decoration: none;color: #004860;">MWC (day 2)</a>, </span> <span class="event"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=5bb3f2f64b&e=06cea4a9e4" style="text-decoration: none;color: #004860;">Earnings: CRWD</a></span> </td></tr> </table> <div class="first_section" style="margin-top: 4px;"> <div class="section_header uppercase" style="border-bottom: 3px solid #004860;letter-spacing: 1px;color: #004860;font-weight: bold;padding: 4px 10px;text-transform: uppercase;"> top news </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="first_story first_in_section big_story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding-left:10px;vertical-align:top;"> <span class="title" style="font-size: 24px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=7e688ec2bb&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">At a press conference with Trump, TSMC CEO CC Wei says the company plans to invest $100B+ in the US over four years, in addition to its current $65B investment</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Axios</span>)</span> </td> <td style="padding: 0 10px;vertical-align:top;"> <div class="narrow_image" style="position:relative;"> <img src="https://www.techmeme.com/250303/i22.jpg"> </div> </td> </tr> <!-- <tr> <td colspan="2" style="padding:5px 10px 0;"> <span class="excerpt">- It's also part of the bipartisan U.S. national security push … </span> <span class="cite">(Axios)</span> </td> </tr> --> </table> <table style="border-collapse: collapse;"> <tr><td style="padding:5px 10px 3px;"> <div class="tweet" style="padding: 1px 0;"> <img class="tweet_image" width="12" src="https://techmeme.com/img/twitter_x.png" style="width: 12px;"> <a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=a4a9b34412&e=06cea4a9e4" style="text-decoration: none;color: black;">@thetranscript_:</a> <a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=4ace155bb3&e=06cea4a9e4" style="text-decoration: none;color: black;">$TSM TSMC CEO: “In..Arizona..we're producing the most advanced chip made on US soil. With the success of our 1st plant, we are now very happy to announce we are going to invest an additional $100B, in addition to our current $65B investment...we're going to build 3 more new fabs”</a> </div> <div class="tweet" style="padding: 1px 0;"> <img class="tweet_image" width="12" src="https://techmeme.com/img/twitter_x.png" style="width: 12px;"> <a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=ce3f072efb&e=06cea4a9e4" style="text-decoration: none;color: black;">@firstadopter:</a> <a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=b77deadece&e=06cea4a9e4" style="text-decoration: none;color: black;">The main question is if TSMC got tariff relief as a part of this coming $100 billion announcement. If yes, that would be a positive for every U.S. chip stock except Intel. If not, back to square one. [image]</a> </div> <div class="tweet" style="padding: 1px 0;"> <img class="tweet_image" width="12" src="https://techmeme.com/img/twitter_x.png" style="width: 12px;"> <a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=f3c318f56e&e=06cea4a9e4" style="text-decoration: none;color: black;">@rapidresponse47:</a> <a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=fcaace1cf9&e=06cea4a9e4" style="text-decoration: none;color: black;">Commerce Secretary @howardlutnick: “@POTUS has made it a fundamental objective to bring semiconductor chip manufacturing back home to America... you're seeing the power of Donald Trump's presidency because TSMC... is coming to America with a $100 billion investment.” [video]</a> </div> </td></tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="big_story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding-left:10px;vertical-align:top;"> <span class="title" style="font-size: 24px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=7d061c5643&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Anthropic raised a $3.5B Series E led by Lightspeed at a $61.5B valuation; source: its annual revenue run rate has grown by 30% in 2025, from ~$1B in late 2024</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Shirin Ghaffary / </span><span class="pub_name">Bloomberg</span>)</span> </td> <td style="padding: 0 10px;vertical-align:top;"> <div class="narrow_image" style="position:relative;"> <img src="https://www.techmeme.com/250303/i29.jpg"> </div> </td> </tr> <!-- <tr> <td colspan="2" style="padding:5px 10px 0;"> <span class="excerpt">The company is said to have increased its run-rate revenue by 30% so far this year.</span> <span class="cite">(Shirin Ghaffary / Bloomberg)</span> </td> </tr> --> </table> <table style="border-collapse: collapse;"> <tr><td style="padding:5px 10px 3px;"> <div class="tweet" style="padding: 1px 0;"> <img class="tweet_image" width="12" src="https://techmeme.com/img/twitter_x.png" style="width: 12px;"> <a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=c0154ecc8b&e=06cea4a9e4" style="text-decoration: none;color: black;">@daveshapi:</a> <a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=bd8bc1a98d&e=06cea4a9e4" style="text-decoration: none;color: black;">Despite my criticism of Anthropic's safety approach, I'm glad that they are getting funding. We need more competitors with different philosophies with respect to AI model development, features, and safety. Between this and their partnership with Amazon, I think they've got the muscle to keep up with the best of them.</a> </div> <div class="tweet" style="padding: 1px 0;"> <img class="tweet_image" width="12" src="https://techmeme.com/img/twitter_x.png" style="width: 12px;"> <a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=692b174274&e=06cea4a9e4" style="text-decoration: none;color: black;">@deedydas:</a> <a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=12a319c301&e=06cea4a9e4" style="text-decoration: none;color: black;">Excited to announce that we at Menlo Ventures are doubling down on our investment with Anthropic! $61.5B is a small price for 10x'ing every software engineer. [image]</a> </div> <div class="tweet" style="padding: 1px 0;"> <img class="tweet_image" width="12" src="https://techmeme.com/img/twitter_x.png" style="width: 12px;"> <a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=fc42bf6f2e&e=06cea4a9e4" style="text-decoration: none;color: black;">@dogetoshi:</a> <a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=0f595f27aa&e=06cea4a9e4" style="text-decoration: none;color: black;">The shares FTX's estate sold a year ago for $884M are now worth roughly $5B. [image]</a> </div> </td></tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="big_story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding-left:10px;vertical-align:top;"> <span class="title" style="font-size: 24px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=be760736a6&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Tim Cook posts that “this week” there's “something in the AIR”, likely referring to an M4 MacBook Air launch; a new iPad Air is expected around this spring</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Chance Miller / </span><span class="pub_name">9to5Mac</span>)</span> </td> <td style="padding: 0 10px;vertical-align:top;"> <div class="narrow_image" style="position:relative;"> <img src="https://www.techmeme.com/250303/i15.jpg"> </div> </td> </tr> <!-- <tr> <td colspan="2" style="padding:5px 10px 0;"> <span class="excerpt">In a new post on social media today, Tim Cook says Apple has a new product launch coming this week.</span> <span class="cite">(Chance Miller / 9to5Mac)</span> </td> </tr> --> </table> <table style="border-collapse: collapse;"> <tr><td style="padding:5px 10px 3px;"> <div class="tweet" style="padding: 1px 0;"> <img class="tweet_image" width="12" src="https://techmeme.com/img/twitter_x.png" style="width: 12px;"> <a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=616e28e2ce&e=06cea4a9e4" style="text-decoration: none;color: black;">@tim_cook:</a> <a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=c8aded3cd6&e=06cea4a9e4" style="text-decoration: none;color: black;">This week. [video]</a> </div> <div class="tweet" style="padding: 1px 0;"> <img class="tweet_image" width="12" src="https://techmeme.com/img/twitter_x.png" style="width: 12px;"> <a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=9a7933ac23&e=06cea4a9e4" style="text-decoration: none;color: black;">@markgurman:</a> <a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=d46fd0c235&e=06cea4a9e4" style="text-decoration: none;color: black;">Hearing Apple is planning for the press briefings this week to be over an hour long. “We basically don't have any iPad Airs in stock,” - from one retail source just now, and since echoed by several more.</a> </div> </td></tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=a79fd3021b&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: Nvidia and Broadcom are running 18A manufacturing tests with Intel, and AMD is also evaluating whether Intel's 18A process is suitable for its needs</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Reuters</span>)</span> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;background-color:#f4f4f4;" class="story sponsor"> <table class="leading_item" style="width: 100%;border-collapse: collapse;"> <tr> <td style="padding-left:10px;vertical-align:middle;"> <span class="label" style="display: block;color: #686860;font-size: 12px;font-weight: bold;padding: 2px 0;">SPONSOR</span> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=c1aae71830&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">AI Powered Diligence at Scale</a></span> <span class="excerpt" style="color: black;font-size: 16px;"> — VCs and founders deploy Termina AI Scans on >12% of all known series A+ deals to uncover hidden risks and opportunities. Explore how you too can invest and build better companies with AI.</span> </td> <td style="padding:0 20px 0 15px;vertical-align:middle;text-align:right;"> <a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=3d1753a292&e=06cea4a9e4" style="text-decoration: none;"> <img class="sponsor_image" src="https://techmeme.com/simg/termina.png"> </a> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=aebb91130c&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Nvidia shares fell 8.69% amid fears about tariffs and increased scrutiny of GPU shipments that may be in violation of US export controls</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Kif Leswing / </span><span class="pub_name">CNBC</span>)</span> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=1f3e51e731&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">The UK ICO says it is investigating how TikTok uses 13 to 17-year-olds' personal data for content suggestions, and how Reddit and Imgur verify child users' ages</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Reuters</span>)</span> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=1c629b45e2&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Google demos new Gemini features, such as video search and Screenshare, which lets users ask questions based on their phone's screen, coming later in March 2025</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Ivan Mehta / </span><span class="pub_name">TechCrunch</span>)</span> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=519a381f7e&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Mozilla rewrites Firefox's Terms of Use, after recent changes with overly broad language about user data sparked user backlash</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Sarah Perez / </span><span class="pub_name">TechCrunch</span>)</span> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=52573e042c&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Microsoft unveils Dragon Copilot, a voice-activated AI assistant for doctors combining Dragon dictation tool Medical One and ambient listening tool DAX Copilot</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Ashley Capoot / </span><span class="pub_name">CNBC</span>)</span> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=383124cdd5&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: YouTube is preparing a Netflix-like redesign of its TV app, with paid content from other streamers like Max and Paramount+ on the homepage</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Sahil Patel / </span><span class="pub_name">The Information</span>)</span> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=31365b8aa9&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">BYD unveils “Lingyuan”, a vehicle-mounted drone launching system available for all of its vehicles that costs about $2,200, developed in collaboration with DJI</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Wes Davis / </span><span class="pub_name">The Verge</span>)</span> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=6cbe8c4790&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">NYC-based corporate payments startup Ramp hit a $13B valuation in a $150M share sale to GIC, Stripes, Thrive, Khosla, and others, up from $7.65B in April 2024</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">George Hammond / </span><span class="pub_name">Financial Times</span>)</span> </td> </tr> </table> <table class="clustered_items" style="border-collapse: collapse;"> <tr><td style="padding:0px 10px 0 32px;"> <ul style="padding:0px 10px 0px 0px;"> <li class="sub_item" style="margin:10px 0 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=eb6ca2996c&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Source: Ramp crossed $700M in annualized revenue in January 2025, up from $300M in August 2023; its CEO says it's not profitable by choice as it reinvests</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Mary Ann Azevedo / </span><span class="pub_name">TechCrunch</span>)</span> </li> </ul> </td></tr> </table> </div> </div> <div class="section" style="margin-top: 12px;"> <div class="section_header uppercase" style="border-bottom: 3px solid #004860;letter-spacing: 1px;color: #004860;font-weight: bold;padding: 4px 10px;text-transform: uppercase;"> MWC 2025 </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="first_in_section story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=44e07e4c2b&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">MWC 2025: Lenovo unveils new laptops, including the $1,799+ Yoga Pro 9i Aura Edition, with generative AI features, next-gen ThinkPads, and new device concepts</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Mariella Moon / </span><span class="pub_name">Engadget</span>)</span> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=2d654419b6&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Deutsche Telekom and Perplexity announce they are working on an “AI Phone” priced at under $1K, first aimed at the European market and slated to launch in 2026</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Ingrid Lunden / </span><span class="pub_name">TechCrunch</span>)</span> </td> </tr> </table> </div> </div> <div class="section" style="margin-top: 12px;"> <div class="section_header uppercase" style="border-bottom: 3px solid #004860;letter-spacing: 1px;color: #004860;font-weight: bold;padding: 4px 10px;text-transform: uppercase;"> artificial intelligence </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="first_in_section story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=1c7e30249c&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Stability AI partners with Arm to bring Stability's Stable Audio Open, an AI model that can generate audio including sound effects, to Arm-based mobile devices</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Kyle Wiggers / </span><span class="pub_name">TechCrunch</span>)</span> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=3ecc227a18&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Guggenheim Partners CEO Mark Walter and ex-Legendary Entertainment owner Thomas Tull launch TWG Global to invest in AI, sources say with nearly $40B in assets</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Antoine Gara / </span><span class="pub_name">Financial Times</span>)</span> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=bfd4ebe95e&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Documents and sources: the Trump administration cut 170 staff at the National Science Foundation, threatening AI research and US competitiveness</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Jackie Davalos / </span><span class="pub_name">Bloomberg</span>)</span> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=cfa7d1f2b3&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">CA state Senator Scott Wiener, author of the controversial 2024 AI safety bill SB 1047, introduces SB 53, a new bill to protect AI lab whistleblowers and more</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Maxwell Zeff / </span><span class="pub_name">TechCrunch</span>)</span> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=090214bb4e&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Patrick Soon-Shiong says LAT opinion pieces will show an AI-generated rating of their political content, and an AI-generated list of alternative political views</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Lois Beckett / </span><span class="pub_name">The Guardian</span>)</span> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=a2804e2800&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Builder.ai CEO Sachin Dev Duggal steps down, replaced by Jungle Ventures' Manpreet Ratia; Builder.ai has raised $450M to use AI to develop apps and websites</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Alexandra Heal / </span><span class="pub_name">Financial Times</span>)</span> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=ccfb9944cf&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">How Anthropic monitoring its AI models playing Pokémon games is helping the startup's researchers hone their thinking around the development of its agentic tech</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Abram Brown / </span><span class="pub_name">The Information</span>)</span> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=abbfbd015f&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Google updates the iOS Gemini app, adding six new widgets for the lock screen and the Control Center, including one for its conversational mode Gemini Live</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Abner Li / </span><span class="pub_name">9to5Google</span>)</span> </td> </tr> </table> </div> </div> <div class="section" style="margin-top: 12px;"> <div class="section_header uppercase" style="border-bottom: 3px solid #004860;letter-spacing: 1px;color: #004860;font-weight: bold;padding: 4px 10px;text-transform: uppercase;"> social networks </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="first_in_section story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=100f299a46&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Docs: TikTok generated $1.7B globally in sales from TikTok Live in one 2023 quarter, with $400M+ from the US, projects Live will generate $77B globally by 2027</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Alexandra S. Levine / </span><span class="pub_name">Bloomberg</span>)</span> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=72de07f58c&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">A deep dive into how Facebook, Messenger, WhatsApp, Tinder, and Airbnb are being used to facilitate cross-border underage sex trafficking in Colombia</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Bloomberg</span>)</span> </td> </tr> </table> </div> </div> <div class="section" style="margin-top: 12px;"> <div class="section_header uppercase" style="border-bottom: 3px solid #004860;letter-spacing: 1px;color: #004860;font-weight: bold;padding: 4px 10px;text-transform: uppercase;"> more news </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="first_in_section story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=52524fcb7e&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Google updates Google Play on Android to highlight apps with widgets, adding a widget search filter, widget badges on app pages, and a curated editorial page</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Jay Peters / </span><span class="pub_name">The Verge</span>)</span> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=7341c053ae&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">CoreWeave, which provides cloud-based GPUs, files for an IPO on the Nasdaq under the symbol CRWV, says it generated $1.9B in revenue in 2024, up 737% YoY</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Jordan Novet / </span><span class="pub_name">CNBC</span>)</span> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=d95aa86a63&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">India's IT ministry says AWS plans to invest ~$8.2B in India's western state of Maharashtra over the next few years, and deploy its own GPUs and tech in India</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Reuters</span>)</span> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=350dc10a2d&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Chinese traders are selling servers with Nvidia chips, like Blackwell and H200, via third parties in Vietnam, Taiwan, and others; some promise six-week delivery</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Wall Street Journal</span>)</span> </td> </tr> </table> <table class="clustered_items" style="border-collapse: collapse;"> <tr><td style="padding:0px 10px 0 32px;"> <ul style="padding:0px 10px 0px 0px;"> <li class="sub_item" style="margin:10px 0 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=6834a0058a&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Singapore charges three men in a case suspected to involve Nvidia chip sales that breach US export controls, after a tip-off the chips were exported to Malaysia</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Owen Walker / </span><span class="pub_name">Financial Times</span>)</span> </li> </ul> </td></tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;background-color:#f4f4f4;" class="story sponsor"> <table class="leading_item" style="width: 100%;border-collapse: collapse;"> <tr> <td style="padding-left:10px;vertical-align:middle;"> <span class="label" style="display: block;color: #686860;font-size: 12px;font-weight: bold;padding: 2px 0;">SPONSOR</span> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=df5cf72e41&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Expect Better: SBS Comms</a></span> <span class="excerpt" style="color: black;font-size: 16px;"> — The media landscape is changing fast, so don't be slow — out with the old, in with the new. SBS helps tech companies like GitHub, Cloudflare, Flexport, Ramp and more modernize comms and secure impactful results.</span> </td> <td style="padding:0 20px 0 15px;vertical-align:middle;text-align:right;"> <a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=61cc140a6b&e=06cea4a9e4" style="text-decoration: none;"> <img class="sponsor_image" src="https://techmeme.com/simg/sbs_comms-aJslkrnW.png"> </a> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=bc00f2bc9c&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Creator monetization platform Passes and its CEO, Lucy Guo, are sued for allegedly distributing CSAM; the suit claims Guo intervened to override safety measures</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Amanda Silberling / </span><span class="pub_name">TechCrunch</span>)</span> </td> </tr> </table> </div> </div> <div class="footer" style="width:100%;border-top:1px solid lightgray;padding:14px 0;"> <table style="background-color: #FFFFFF;width: 100%;border-collapse: collapse;"> <tr> <td align="center" valign="top" style="padding-top:10px; padding-bottom:10px;"> <table style="width: 100%;border-collapse: collapse;"> <tr> <td align="center" valign="top" style="color:#606060; font-size:13px; line-height:190%; padding-right:10px; padding-bottom:5px; padding-left:10px; text-align:center;"> This email was sent to <a href="mailto:orbit.web.92@getmynews.app" target="_blank" style="color: #404040 !important;text-decoration: none;">orbit.web.92@getmynews.app</a> <br> <a href="https://techmeme.us14.list-manage.com/unsubscribe?u=94ccd3ae223561415b05892ab&id=976a1cbc1f&t=b&e=06cea4a9e4&c=96d0849ee0" style="color: #404040 !important;text-decoration: none;">Unsubscribe</a> <br> <a href="https://techmeme.us14.list-manage.com/profile?u=94ccd3ae223561415b05892ab&id=976a1cbc1f&e=06cea4a9e4&c=96d0849ee0" style="color: #404040 !important;text-decoration: none;">Update preferences</a> <br> <a href="https://techmeme.us14.list-manage.com/vcard?u=94ccd3ae223561415b05892ab&id=976a1cbc1f" style="color: #404040 !important;text-decoration: none;">Images not loading in Outlook? 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