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<!--[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;">OpenAI and Broadcom agree to co-develop and deploy 10GW of custom AI chips to run OpenAI's models over four years; sources: the deal is worth multiple</span><!--<![endif]-->
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=ff152a3c6c&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Reimagine your photos with a prompt</a></span>
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<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=a923604056&e=06cea4a9e4" style="text-decoration: none;color: #004860;">Fortune Most Powerful Women (day 2)</a>, </span>
<span class="event"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=117fab8cc7&e=06cea4a9e4" style="text-decoration: none;color: #004860;">Cloudflare Connect (day 2)</a>, </span>
<span class="event"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=521e4c1ce1&e=06cea4a9e4" style="text-decoration: none;color: #004860;">Oracle CloudWorld (day 2)</a>, </span>
<span class="event"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=0f09b688b5&e=06cea4a9e4" style="text-decoration: none;color: #004860;">MWC Las Vegas</a>, </span>
<span class="event"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=040a0d81ec&e=06cea4a9e4" style="text-decoration: none;color: #004860;">Dreamforce</a></span>
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top news
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<span class="title" style="font-size: 24px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=fb77b64689&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">OpenAI and Broadcom agree to co-develop and deploy 10GW of custom AI chips to run OpenAI's models over four years; sources: the deal is worth multiple billions</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Wall Street Journal</span>)</span>
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<span class="excerpt">The companies plan to deploy 10 gigawatts of custom AI chips over the next four years</span>
<span class="cite">(Wall Street Journal)</span>
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<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=cbb62bc8e0&e=06cea4a9e4" style="text-decoration: none;color: black;">@itsclivetime:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=e14e0a365e&e=06cea4a9e4" style="text-decoration: none;color: black;">Really happy to be announcing the chips we've been cooking the past 18 months! OpenAI kicked off the reasoning wave with o1, but months before that we'd already started designing a chip tuned precisely for reasoning inference of OpenAI models... Now we're 9 months away from what is I think the fastest and largest volume ramp of any first time chip. Looking forward to pushing the cost and latency of intelligence to zero.</a>
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<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=bb7c9846e1&e=06cea4a9e4" style="text-decoration: none;color: black;">@amitisinvesting:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=29a8f2d408&e=06cea4a9e4" style="text-decoration: none;color: black;">...So the deal includes 10GW of datacenter buildout... 1GW is about $35-$40B of spend so this is basically a $400B deal with OpenAI and $AVGO. OpenAI just signed a 6GW deal with $AMD last week OpenAI also signed a $100B deal with $NVDA for 10GW two weeks ago. $ORCL reported a 350% increase in RPO because of a $300B deal with OpenAI. It seems like OpenAI is becoming the core piece of almost every massive AI deal that is taking place</a>
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<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=a5560b8789&e=06cea4a9e4" style="text-decoration: none;color: black;">@patrickmoorhead:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=4f0d14b590&e=06cea4a9e4" style="text-decoration: none;color: black;">A few things I've picked up in the past few hours I found interesting: 1/ Racks- These are full racks Broadcom is deploying. That's a big deal. 2/ 5th XPU customer- it is apparent through the interviews that there is a 5th XPU customer. Confirmed. Many thought OpenAI was that.</a>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=95162e6b8e&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Broadcom closes up 9.88% following the announcement of its custom chip deal with OpenAI; its stock is up over 50% in 2025 after more than doubling in 2024</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">MacKenzie Sigalos / </span><span class="pub_name">CNBC</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=67c0dae5a4&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: OpenAI is working with Arm to develop a CPU designed to work with the AI chip OpenAI is developing with Broadcom; TSMC will manufacture the AI chip</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">The Information</span>)</span>
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<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=6738712c9d&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Charlie Kawwas, president of Broadcom's semiconductor group, says OpenAI is not the $10B customer the company announced during its earnings call in September</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>
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<span class="title" style="font-size: 24px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=2a3d54e39c&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">California Governor Gavin Newsom signs SB 243, which mandates safety protocols for AI chatbot companions, the first US state law to regulate such AI chatbots</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Rebecca Bellan / </span><span class="pub_name">TechCrunch</span>)</span>
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<span class="excerpt">California Governor Gavin Newsom signed a landmark bill on Monday … </span>
<span class="cite">(Rebecca Bellan / TechCrunch)</span>
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<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=0fbbe77994&e=06cea4a9e4" style="text-decoration: none;color: black;">@senstevepadilla:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=9d7692fa20&e=06cea4a9e4" style="text-decoration: none;color: black;">It's official: SB 243 is now law! This bill protects children and vulnerable users from the dangers of AI chatbots and establishes first-in-the-nation safeguards. Proud to lead the way in responsible tech policy — because innovation should never come at the cost of safety. [image]</a>
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<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=78573afa3b&e=06cea4a9e4" style="text-decoration: none;color: black;">@cagovernor:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=66e6cfc1a7&e=06cea4a9e4" style="text-decoration: none;color: black;">Chatbots and social media can inspire, educate, and connect, but they can also exploit, mislead, and endanger our kids. That's why I'm signing legislation to strengthen the state's current protections for children online and create safeguards for emerging technology like AI.</a>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=cce8aa5b80&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">California Governor Gavin Newsom signs AB 56, which requires that social media companies show users under 18 warning labels for “profound” mental health risks</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Tyler Katzenberger / </span><span class="pub_name">Politico</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=f74c7674e3&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">California Governor Gavin Newsom signs AB 1043, which requires device makers and app stores to verify users' ages; Google, Meta, and OpenAI supported the bill</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Tyler Katzenberger / </span><span class="pub_name">Politico</span>)</span>
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<span class="title" style="font-size: 24px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=ad6ac2a85d&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">At Dreamforce 2025, Salesforce unveils Agentforce 360, a unified agentic AI stack to connect humans, AI agents, and more, and positions Slack as an “agentic OS”</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Larry Dignan / </span><span class="pub_name">Constellation Research</span>)</span>
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<span class="excerpt">Salesforce announced a series of product updates … </span>
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<a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=fba93e358d&e=06cea4a9e4" style="text-decoration: none;color: black;">@benioff:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=63bd26d8e1&e=06cea4a9e4" style="text-decoration: none;color: black;">We're doubling down on San Francisco & Oakland — investing $15B to build a greater, safer city for everyone. Proud to be: Largest employer. Largest philanthropist. Supporting our San Francisco & Oakland public hospitals, schools & parks. Leading others to follow @PledgeOne. 🌉❤️</a>
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<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=3926b08dbe&e=06cea4a9e4" style="text-decoration: none;color: black;">@slackhq:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=2822013bc8&e=06cea4a9e4" style="text-decoration: none;color: black;">🚀 Big news: The ChatGPT app for Slack is here. With Slack's new Real-Time Search API, the ChatGPT app for Slack brings the power of ChatGPT into a dedicated Slack sidebar - a space for you to ask questions, brainstorm ideas, draft content and solve problems. This is just the beginning of a smarter way to work together.</a>
</div>
</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=c00941709b&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Slack is testing an AI-based version of Slackbot that acts as a personalized assistant, operating via AWS' virtual private cloud, rolling out at the end of 2025</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Emma Roth / </span><span class="pub_name">The Verge</span>)</span>
</li>
<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=677c5f2cef&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Salesforce plans to invest $15B in San Francisco over the next five years, including for an AI Incubator Hub and workforce programs; CRM is down 25%+ in 2025</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Connor Hart / </span><span class="pub_name">Wall Street Journal</span>)</span>
</li>
</ul>
</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=608bf7f6b5&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">JPMorgan Chase launches a decade-long plan to invest $10B in industries critical for national security, including “frontier” tech like AI and quantum computing</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Hugh Son / </span><span class="pub_name">CNBC</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=5ab42a9bf3&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Quantum computing stocks jumped after JPMorgan announced a $10B strategic tech investment; Arqit, D-Wave, Rigetti, and IonQ each rose about 20%</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Jaures Yip / </span><span class="pub_name">CNBC</span>)</span>
</li>
</ul>
</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=af0fdd5721&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Wingtech's Shanghai-listed stock plunged 10%, its daily limit, after the Dutch government seized control of Nexperia, which Wingtech acquired in 2018 for $3.6B</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 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=eaffe94633&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Apple says iPhone Air will go on sale in China on October 22, after initially delaying the launch due to regulatory issues with the device's eSIM-only design</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Ryan Christoffel / </span><span class="pub_name">9to5Mac</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=592c8def4d&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: Raymond Zage and James Lu, who control most of Grindr, are in talks to take it private after a Temasek unit sold shares pledged for personal loans</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Liz Hoffman / </span><span class="pub_name">Semafor</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=d683932c53&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Google updates Search to group paid results into a collapsible section with a single, larger “Sponsored” label at the top and a hide button at the bottom</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Allison Johnson / </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=e4f82b132e&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Meta brings back job listings on Facebook, available for mobile users in the US via a dedicated Jobs tab in Marketplace, and across Groups and Pages</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Michael Kan / </span><span class="pub_name">PCMag</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=c54d6c95b2&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Apple says that its Apple TV+ streaming service has been renamed Apple TV, “with a vibrant new identity”</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Eric Slivka / </span><span class="pub_name">MacRumors</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=2e21ff3d6b&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Google updates NotebookLM's Video Overviews, adding six new Nano Banana-powered visual styles and a new “Brief” format for quick insights</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 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=59607fae1e&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Anduril plans to deliver ~100 units of its AI-powered EagleEye helmet and eyewear to the US Army by Q2 2026, replacing Microsoft's IVAS; Meta provided some tech</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Brandi Vincent / </span><span class="pub_name">DefenseScoop</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=633c64b37c&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Andrej Karpathy unveils nanochat, a full-stack training and inference implementation of an LLM in a single, dependency-minimal codebase</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Andrej Karpathy / </span><span class="pub_name">@karpathy</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=636044c649&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Microsoft unveils MAI-Image-1, its first text-to-image AI model developed in house, and says it excels at photorealistic imagery, like lighting and landscapes</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Andrew J. Hawkins / </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=c1101825f1&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">John Searle, known for “the Chinese Room” AI consciousness thought experiment, died on September 16 at 93; his UCB tenure ended over alleged sexual harassment</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Alex Traub / </span><span class="pub_name">New York 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=03b0037081&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">OpenAI's multibillion-dollar Nvidia and AMD deals add a new layer to its complicated ownership structure and dilute shareholders, like Microsoft and SoftBank</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>
</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;">
e-commerce
</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=f4556b0ce8&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Amazon plans to hire 250K workers for the 2025 holiday season, the same as in 2023 and 2024, including full-time and part-time, and will pay $19/hour on average</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Spencer Soper / </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=cc0a17d264&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Parisians and BHV Marais staff protest Shein's 1,000-square-meter store set to open on November 1, as France tries to curb the company's presence in the country</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">New York 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=0c2b330b48&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">A profile of eBay CEO Jamie Iannone, who said the platform was “too complacent” in 2020 and is now focused on its most passionate users; EBAY is up 40%+ in 2025</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Andrew Edgecliffe-Johnson / </span><span class="pub_name">Semafor</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;">
M&A
</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=1a0aaa9f69&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Data integration startup Fivetran and data management startup dbt Labs announce a merger in an all-stock deal; Fivetran CEO will be CEO of the combined company</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Krystal Hu / </span><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=d25ac559ca&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Goldman Sachs agrees to acquire multi-stage investment firm Industry Ventures, which has $7B AUM, for $665M in cash and equity plus $300M tied to performance</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Saeed Azhar / </span><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=cb3cc67c4f&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Warburg Pincus agrees to acquire German industrial software company PSI for €700M+, or €45 per share, a ~50% premium; PSI's stock closed at €33.20 on October 10</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>
<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;">
funding deals
</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=182bfa264c&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: London-based self-driving tech startup Wayve is in early stage talks with Microsoft and SoftBank to raise between $1B and $2B, valuing Wayve at ~$8B</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<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=b1e33b603d&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">NYC- and London-based ClaimSorted, which uses AI to help speed up settling insurance claims and works with 20+ insurers, raised a $13.3M seed led by Atomico</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Robert Olsen / </span><span class="pub_name">Forbes</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=0a93ac4357&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Samsung projects Q3 operating profit up 32% YoY to ~$8.47B vs. ~$6.8B est., its biggest quarterly profit in more than three years, as AI development accelerates</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Yoolim Lee / </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=d8b6cbbc62&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: the Trump administration cut 176 CISA jobs last week, as part of laying off 4,000+ US federal workers, and is likely to make further mass CISA layoffs</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Cynthia B Brumfield / </span><span class="pub_name">Metacurity</span>)</span>
</td>
</tr>
</table>
</div>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=ca5d48a792&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Ofcom fines 4chan £20K under the OSA for failing to provide info on the risk of illegal content; the UK's tech minister says the government “fully backed” Ofcom</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Paul Sandle / </span><span class="pub_name">Reuters</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=72619748cc&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Strava CEO Michael Martin says Strava plans to launch a US IPO; Sensor Tower says Strava has 50M MAUs and users spent $180M+ on Premium in the year to September</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Stephanie Stacey / </span><span class="pub_name">Financial Times</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=0c08a250d8&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">CoinGecko: crypto's combined market cap rises 6%+ to hit $4T, recovering from a brutal weekend selloff as President Trump tries to calm US-China trade war fears</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Bloomberg</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=42dc4f0c68&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Joel Mokyr, Philippe Aghion, and Peter Howitt win the Nobel Prize in Economics for their work on how tech progress and sustained economic growth are related</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Eshe Nelson / </span><span class="pub_name">New York Times</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=e00e813f0e&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Q&A with journalist Jacob Silverman on his new book Gilded Rage, the radical politics of certain tech elites, AI's impact on Silicon Valley politics, and more</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Calder McHugh / </span><span class="pub_name">Politico</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=a5c34589b5&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: UK security services, including MI5, step up work with some of the country's largest companies, as fears rise more cyberattacks could hurt the economy</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Financial Times</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=f8ff15af4e&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Data center proposals face growing opposition from towns across the US, as officials and residents raise concerns about data centers' water and electricity use</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Daniel Wu / </span><span class="pub_name">Washington Post</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=fa95d4cd8c&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Tencent is investing more in shooting games, traditionally dominated by Western players, after Delta Force was a 2024 hit in China and still attracts 30M daily</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Bloomberg</span>)</span>
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