<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;">Internal memo: OpenAI CEO Sam Altman declares a “code red” to shift more resources to improve ChatGPT amid rising competition, delaying other plans, l</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=3aab2fe35d&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=f33b66cd98&e=06cea4a9e4" style="text-decoration: none;color: #606060;">Forward</a> | <a href="https://us14.campaign-archive.com/?e=06cea4a9e4&u=94ccd3ae223561415b05892ab&id=f33b66cd98" 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=172e61cdeb&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">Tue, Dec 2</td>
</tr>
</table>
</div>
<div style="width:100%;border:1px solid lightgray;padding:5px 0;background-color:white;margin:0 auto 10px;" class="story sponsor">
<table class="leading_item" style="width: 100%;border-collapse: collapse;">
<tr>
<td colspan="2">
<div class="presented_by" style="text-align:center;width:100%;letter-spacing:2px;text-transform:uppercase;font-size:14px;padding:2px 0 4px;">
Presented by Google
</div>
</td>
</tr>
<tr>
<td style="padding-left:10px;vertical-align:middle;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=1122b35dec&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Try Gemini 3 Pro</a></span>
<span class="excerpt" style="color: black;font-size: 16px;"> — Google's newest and most intelligent AI model that helps you bring any idea to life</span>
</td>
<td style="padding:0 15px 0 15px;vertical-align:middle;text-align:right;">
<a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=5178e3c89c&e=06cea4a9e4" style="text-decoration: none;">
<img class="sponsor_image" src="https://techmeme.com/simg/gemini2_264px.png">
</a>
</td>
</tr>
</table>
</div>
<!--
<div class="banner">
YOUR AD HERE
</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=b61048ecd5&e=06cea4a9e4" style="text-decoration: none;color: #004860;">AWS re:Invent (day 3)</a>; </span>
<span class="event"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=b6ac5f4e59&e=06cea4a9e4" style="text-decoration: none;color: #004860;">NeurIPS (day 2)</a>; </span>
<span class="event"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=a42ce3687c&e=06cea4a9e4" style="text-decoration: none;color: #004860;">Earnings: SNOW, CRM, PATH</a>; </span>
<span class="event"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=145dd46476&e=06cea4a9e4" style="text-decoration: none;color: #004860;">New York Times DealBook Summit</a>; </span>
<span class="event"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=2aa90a0eda&e=06cea4a9e4" style="text-decoration: none;color: #004860;">YC Winter 2025 Demo Day</a>; </span>
<span class="event"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=669e2724ad&e=06cea4a9e4" style="text-decoration: none;color: #004860;">Binance Blockchain Week</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=ada2d22e80&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">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</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">The Information</span>)</span>
</td>
<td style="padding: 0 10px;vertical-align:top;">
<div class="narrow_image" style="position:relative;">
<img src="https://www.techmeme.com/251201/i35.jpg">
</div>
</td>
</tr>
<!--
<tr>
<td colspan="2" style="padding:5px 10px 0;">
<span class="excerpt">OpenAI CEO Sam Altman on Monday told employees he was declaring a … </span>
<span class="cite">(The Information)</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=e497329f2d&e=06cea4a9e4" style="text-decoration: none;color: black;">@kimmonismus:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=c7cb2e1606&e=06cea4a9e4" style="text-decoration: none;color: black;">It's becoming increasingly clear what pressure Google is exerting on OpenAI. Since the Gemini 3.0 launch, OpenAI has lost 6-7% of its user base. The trend: continuing downward. Yet, OpenAI's broad user base is its unique selling point: 800 million active weekly users. Google made them dance.</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=e225b6da73&e=06cea4a9e4" style="text-decoration: none;color: black;">@similarweb:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=723b395bae&e=06cea4a9e4" style="text-decoration: none;color: black;">Gen AI Website Traffic Share, Key Takeaways: → Gemini 3 pushes Google's tool further, surpassing the 15% share benchmark. → Grok continues to grow following the release of 4.1. → DeepSeek drops back to 4.0% share. 12 Months Ago: ChatGPT: 87.0% Gemini: 5.7% Perplexity: 2.1% Claude: 1.7% Copilot: 1.6% Today: ChatGPT: 71.3% Gemini: 15.1% DeepSeek: 4.0% Grok: 2.7% Perplexity: 2.2% Claude: 2.0% Copilot: 1.2%</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=b66fcb7db0&e=06cea4a9e4" style="text-decoration: none;color: black;">@swyx:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=f11a2e1f9f&e=06cea4a9e4" style="text-decoration: none;color: black;">wow - 3 years after OpenAI made Google launch a “code red”, it is OpenAI's turn to go “code red” after the Gemini 3 launch. ChatGPT still has not reached its 2025 goal of 1B WAU, while Gemini is now >650m MAU. Deprioritized: ChatGPT ads, shopping, health, Pulse Priority: personalization, imagegen, @arena maxxing, minimizing overrefusals not mentioned in the prioritization... coding models?</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=e4b8efd4ce&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">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</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Ben Thompson / </span><span class="pub_name">Stratechery</span>)</span>
</li>
</ul>
</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=00f1fab833&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">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</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>
<td style="padding: 0 10px;vertical-align:top;">
<div class="narrow_image" style="position:relative;">
<img src="https://www.techmeme.com/251201/i31.jpg">
</div>
</td>
</tr>
<!--
<tr>
<td colspan="2" style="padding:5px 10px 0;">
<span class="excerpt">It's really called the TriFold and it's really coming to the US.</span>
<span class="cite">(Allison Johnson / The Verge)</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=fc521087b4&e=06cea4a9e4" style="text-decoration: none;color: black;">@yoolimleenews:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=113a10f149&e=06cea4a9e4" style="text-decoration: none;color: black;">TriFold is intuitive to use. If the user begins to fold it incorrectly — by closing the right side before the left, for instance — the phone quickly warns them with on-screen notifications and physical vibrations. [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=30ca93123c&e=06cea4a9e4" style="text-decoration: none;color: black;">@_thejasonc:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=a1abf4fea0&e=06cea4a9e4" style="text-decoration: none;color: black;">Samsung unveiled the Z TriFold with the full Snapdragon 8 Elite Mobile Platform for Galaxy, a 5600mAh battery and a reinforced titanium hinge. It ships in one configuration with 16GB of RAM and 512GB of storage in a single Crafted Black finish. [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=468a282a8f&e=06cea4a9e4" style="text-decoration: none;color: black;">@zarifali9:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=5d442b4b96&e=06cea4a9e4" style="text-decoration: none;color: black;">the biggest constraint with the book-style form-factor of the Fold7 and every previous fold has always been the square aspect ratio of the inner-screen, especially for media consumption. the trifold will almost certainly fix that 🤌 [image]</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=2a7fcdb87d&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">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</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Heekyong Yang / </span><span class="pub_name">Reuters</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=316c912fdb&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Zoho Payroll is now available in Canada</a></span>
<span class="excerpt" style="color: black;font-size: 16px;"> — Every business needs a payroll software that makes the entire process effortless. With Zoho Payroll, a software built to iron-out the complexities you face in every pay run, your payroll becomes simpler, faster, and more reliable.</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=6b01b917e7&e=06cea4a9e4" style="text-decoration: none;">
<img class="sponsor_image" src="https://techmeme.com/simg/zoho-EplOzah5.png">
</a>
</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=dbd7f02ff8&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">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</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Julie Bort / </span><span class="pub_name">TechCrunch</span>)</span>
</td>
<td style="padding: 0 10px;vertical-align:top;">
<div class="narrow_image" style="position:relative;">
<img src="https://www.techmeme.com/251202/i31.jpg">
</div>
</td>
</tr>
<!--
<tr>
<td colspan="2" style="padding:5px 10px 0;">
<span class="excerpt">Amazon Web Services, which has been building its own AI training chips for years now … </span>
<span class="cite">(Julie Bort / TechCrunch)</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=efe829452c&e=06cea4a9e4" style="text-decoration: none;color: black;">@theaustinlyons:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=d1062a1777&e=06cea4a9e4" style="text-decoration: none;color: black;">$AMZN is converging on the $GOOGL TPU model with Trainium. Custom chips to improve AI unit economics. Next up: Trainium4 + $ARM Graviton CPU + $NVDA NVLink Fusion together form a rack-scale AI computer. Also, OpenAI isn't the only one operating at teratoken scale. “We now have over 50 customers that have processed more than 1 trillion tokens each through Bedrock.”</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=cecf9eccab&e=06cea4a9e4" style="text-decoration: none;color: black;">@packym:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=f7d3a62e4c&e=06cea4a9e4" style="text-decoration: none;color: black;">With Google moving to sell TPUs externally and Amazon rushing out its latest AI chips, which it says are more cost effective than NVIDIA's, this Oct 2024 essay from @Moh1tAgarwal is looking smarter and smarter. ... [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=3065381984&e=06cea4a9e4" style="text-decoration: none;color: black;">@benbajarin:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=94f2271062&e=06cea4a9e4" style="text-decoration: none;color: black;">Ok, fun with theoreticals! This exercise was more just to see how close I am in estimates to actuals once we get them, but there is a good bit of data out there now to do napkin math on this in terms of Tranium 3, 4, and Vera Rubin estimates PFLOPS. *estimates [image]</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=16c698ea57&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">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</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Robbie Whelan / </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=35e76d8e10&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">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</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Will Knight / </span><span class="pub_name">Wired</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=c4424128b5&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">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</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>
</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=90f3c7b09f&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">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</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Stephanie Palazzolo / </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=50cefd5272&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">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</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=268d6117fb&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">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</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Michael J. de la Merced / </span><span class="pub_name">New York 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=e2f75c4cfd&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">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</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Sara Fischer / </span><span class="pub_name">Axios</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=d8af85f7f9&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">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</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Michael Nuñez / </span><span class="pub_name">VentureBeat</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=ebb306c2a8&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Marvell announces a deal to buy Celestial AI for at least $3.25B, expected to close in Q1 2026; the price can rise to $5.5B if Celestial hits revenue targets</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=11c89128af&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Ireland investigates TikTok and LinkedIn over concerns that their illegal content reporting tools are hard to access and don't allow anonymous CSAM reporting</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Padraic Halpin / </span><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;">
AWS re:Invent 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=4e046033f9&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">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</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=2c61527d5c&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Amazon expands its AI agent platform, Bedrock AgentCore, with new tools for managing agent boundaries, agent memory capabilities, and agent evaluation features</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Rebecca Szkutak / </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=02e50ee175&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Amazon debuts three frontier agents: Kiro autonomous agent, AWS Security Agent, and AWS DevOps Agent, each focused on a different aspect of software development</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Mike Wheatley / </span><span class="pub_name">SiliconANGLE</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=0eee13a273&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">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</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Maxwell Zeff / </span><span class="pub_name">Wired</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=4af2544582&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Amazon launches AWS AI Factories, which lets customers deploy AWS infrastructure, including AWS Trainium chips and Nvidia GPUs, in their existing data centers</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Georgia Butler / </span><span class="pub_name">DatacenterDynamics</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=230349b1bd&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">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</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Ben Jiang / </span><span class="pub_name">South China Morning Post</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=fc6846d303&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">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</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Anthropic</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=423c6ac8f7&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Nvidia announces Alpamayo-R1, an AI model for autonomous driving research, and calls it the “first industry-scale open reasoning vision language action model”</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Rebecca Szkutak / </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=9ac242cb90&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">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</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Noah Smith / </span><span class="pub_name">Noahpinion</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=6e6e5123ff&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">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</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Simon Willison / </span><span class="pub_name">Simon Willison's Weblog</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=6056bab3a4&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Anthropic's employees self-report using Claude in 60% of work and achieving a 50% productivity boost, often using it for debugging and code understanding, more</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Anthropic</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=c1a9694548&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">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</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Hayden Field / </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=2e177722e1&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">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</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 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=e8de621941&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">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</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Jeremy Kahn / </span><span class="pub_name">Fortune</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=5265e3c1cb&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">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</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Angel Au-Yeung / </span><span class="pub_name">Wall Street Journal</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=cb89623d0e&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">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</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=c2ae45c6a9&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Apptopia: ChatGPT referrals to retailer mobile apps increased 28% YoY during the Black Friday weekend in 2025; Amazon's share of ChatGPT referrals grew to 54%</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>
<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;">
Litigation
</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=453c4f3a24&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Instacart sues New York City to block enforcement of five laws, including rules governing minimum pay for app-based workers and tipping disclosures</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Jonathan Stempel / </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=b2487462e9&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Taiwanese prosecutors charge Tokyo Electron for failing to prevent staff from allegedly stealing TSMC trade secrets, indicting Tokyo Electron on several counts</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=3a9159c6a0&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Arizona AG Kris Mayes sues Temu for allegedly stealing customers' data, including their physical location, and counterfeiting local brands</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Sejal Govindarao / </span><span class="pub_name">Associated Press</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;">
Regulation
</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=d727d75b16&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources say President Trump's efforts to block state-level AI regulations through a preemption proposal are facing significant opposition on Capitol Hill</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Axios</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=bf6650f522&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">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</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Keach Hagey / </span><span class="pub_name">Wall Street Journal</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=a60f64465f&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">ServiceNow announces a deal to acquire identity security startup Veza, sources say for between $1B and $1.5B; Veza had a private valuation of $808M in March</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Valida Pau / </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=77614d1f2b&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">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</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Sri Muppidi / </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=086aea294d&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">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</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Cate Lawrence / </span><span class="pub_name">Tech.eu</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=5dd5f376fc&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">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%</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>
</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=2a86b8bd56&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Vista Equity-backed infrastructure software company LogicMonitor acquires Catchpoint, which monitors user experiences across the internet, for $250M+ in cash</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Liana Baker / </span><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;">
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=6add17bf2c&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">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</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=7461dc736a&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Axiado, which is making a chip designed to save space and power in AI servers, raised $100M led by Maverick Silicon</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Stephen Nellis / </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=2ba276ac5f&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">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</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=5c33276d69&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">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</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Globes</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=c878f15734&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">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</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=f50ef8c0ae&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">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</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Berber Jin / </span><span class="pub_name">Wall Street Journal</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=8ddeb94267&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Google debuts Android 16 QPR2, a minor update expanding features for notifications, icons, calling screens, and more, marking the end of annual Android releases</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Jess Weatherbed / </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=642d4cc898&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">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</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Jess Weatherbed / </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;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=641d111d32&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Protecting your Cloud Applications Data</a></span>
<span class="excerpt" style="color: black;font-size: 16px;"> — Backing up Office 365, Google Workspace, Dropbox & Box data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.</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=b17a7b175f&e=06cea4a9e4" style="text-decoration: none;">
<img class="sponsor_image" src="https://techmeme.com/simg/idrive-hvnuOGua.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=8c5779e73f&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">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</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Nilay Patel / </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=25fbbafccc&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">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”</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=b50c5f8d84&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">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</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Nicholas Kulish / </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=724c1b8de5&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">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</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Matthew Gault / </span><span class="pub_name">404 Media</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=6d800aaaec&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">South Korean police arrest four for hacking 120K home security cameras, whose footage was used to make sexually exploitative material; one hacker made ~$12K</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">John Yoon / </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=e20dcfd879&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">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</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Ash Parrish / </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=288183c634&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Check Point is raising $1.5B from the sale of a five-year zero-coupon convertible bond; proceeds will go toward buying back as much as $225M of stock</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=65fe1039f2&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">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</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Sarah Jacob / </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=2eade36d49&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">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”</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Dylan Butts / </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=ac9ac27e58&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">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</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=2928719a03&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">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</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Neil J Kanatt / </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=3889b4f241&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">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</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Jonathan Stempel / </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=917c62684f&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">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</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="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=f33b66cd98" 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=f33b66cd98" 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? Add us to your address book!</a>
<br>
Techmeme
530 Divisadero St. #175
San Francisco, CA 94117
USA
</td>
</tr>
</table>
</td>
</tr>
</table>
</div>
</div>
<div style="display:none;"><img src="https://techmeme.us14.list-manage.com/track/open.php?u=94ccd3ae223561415b05892ab&id=f33b66cd98&e=06cea4a9e4" height="1" width="1" style="display:none;" alt=""></div></body>
</html>