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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=294aa46fc2&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Try Gemini 3 Pro</a></span>
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<span class="event"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=63feda458e&e=06cea4a9e4" style="text-decoration: none;color: #004860;">Fortune Brainstorm AI (day 2)</a>, </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=31567a570c&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Trump says the US will allow Nvidia to ship H200 chips to “approved customers” in China and elsewhere, and 25% of the chip sales will be paid to the US</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Kevin Breuninger / </span><span class="pub_name">CNBC</span>)</span>
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<span class="excerpt">President Donald Trump on Monday said Nvidia will be allowed to ship … </span>
<span class="cite">(Kevin Breuninger / CNBC)</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=91493a66c3&e=06cea4a9e4" style="text-decoration: none;color: black;">@trumptruthonx:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=1239f04e74&e=06cea4a9e4" style="text-decoration: none;color: black;">I have informed President Xi, of China, that the United States will allow NVIDIA to ship its H200 products to approved customers in China, and other Countries, under conditions that allow for continued strong National Security. President Xi responded positively! $25% will be paid to the United States of America.</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=5ae2279074&e=06cea4a9e4" style="text-decoration: none;color: black;">@yuchenj_uw:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=62ab46dbb8&e=06cea4a9e4" style="text-decoration: none;color: black;">Nvidia can finally sell H200s to China. I'm always curious what Chinese AI labs can do once they have US-level GPU firepower. Most upset: Dario Most happy: Jensen Winners: open source AI and every AI user! More competition -> more innovation -> intelligence too cheap to meter. [image]</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=d67a13014e&e=06cea4a9e4" style="text-decoration: none;color: black;">@alecstapp:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=84e84b7eb9&e=06cea4a9e4" style="text-decoration: none;color: black;">Massive own goal to export these AI chips to China. The H200 is 6x more powerful than the H20, which was previously the most powerful chip approved for export. Our compute advantage is the main thing keeping us ahead of China in AI. Why would we throw that away?</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=3bee5c9eca&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">President Trump says the “same approach” used to let Nvidia ship H200 chips to China will also apply to “AMD, Intel, and other GREAT American Companies”</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Reuters</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=16c13db24c&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Paramount launches a hostile bid to acquire WBD, offering WBD shareholders $30/share in a $108.4B all-cash deal; sources say WBD rejected the same bid last week</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">CNBC</span>)</span>
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<span class="excerpt">Paramount Skydance is launching a hostile bid to buy Warner Bros. Discovery … </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=06cbf6bb59&e=06cea4a9e4" style="text-decoration: none;color: black;">@brianstelter:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=ec0b66cc7d&e=06cea4a9e4" style="text-decoration: none;color: black;">“Today's move was entirely expected,” Netflix co-CEO Ted Sarandos said on stage at a UBS conference just now, waving off Paramount's hostile play for WBD. “We have a deal done, and we are incredibly happy with the deal... We're super confident we're going to get it across.”</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=442dc1732c&e=06cea4a9e4" style="text-decoration: none;color: black;">@lucas_shaw:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=b74e2c0cec&e=06cea4a9e4" style="text-decoration: none;color: black;">Shares in Netflix are down about 4% today and 13% over the last month. It seems like Netflix shareholders remain concerned about this WBD deal.</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=f1e2f38cae&e=06cea4a9e4" style="text-decoration: none;color: black;">@sarafischer:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=c730ade56d&e=06cea4a9e4" style="text-decoration: none;color: black;">🚨🚨 WOW. Paramount's initial press statement didn't include a mention of sov wealth funds, but sep SEC filing said other outside financing partners include funds from Saudis, Qataris, Emirates as well as Jared Kushner's Affinity Partners (!) Those funders, “have agreed to forgo any governance rights” to not trip CFIUS limits</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=8ef07b09a4&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Netflix changed movie distribution, and its executives now think that licensing shows leaves money on the table; YouTube may help Netflix's WBD antitrust case</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>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=44e02a567f&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">After rallying early in 2025, Netflix shares have fallen 28% since the end of June amid concerns about its growth outlook and its costly pursuit of WBD</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: 24px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=8d6c48e38b&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">IBM agrees to acquire data streaming software maker Confluent for ~$11B in cash, above its ~$8B market value as of its December 5 close, paying $31 per share</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Lauren Thomas / </span><span class="pub_name">Wall Street Journal</span>)</span>
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<span class="excerpt">Confluent shares surged more than 25% in premarket trading Monday, while IBM's fell slightly.</span>
<span class="cite">(Lauren Thomas / Wall Street Journal)</span>
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<a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=1206dbb186&e=06cea4a9e4" style="text-decoration: none;color: black;">@jaykreps:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=c8a09e443a&e=06cea4a9e4" style="text-decoration: none;color: black;">I'm excited for what's next for Confluent at IBM. Here is the letter I wrote to our employees. </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=7347377640&e=06cea4a9e4" style="text-decoration: none;color: black;">@constellationr:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=ed0835974b&e=06cea4a9e4" style="text-decoration: none;color: black;">.@IBM buys @Confluent for $11 billion: Here's what Big Blue gets ... Confluent gives IBM a platform that will connect and reuse data for applications notably AI agents. In many ways, Confluent will be to IBM what MuleSoft and Informatica is to Salesforce. [image]</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=a67451205c&e=06cea4a9e4" style="text-decoration: none;color: black;">@munster_gene:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=8610fff325&e=06cea4a9e4" style="text-decoration: none;color: black;">A data point suggesting we're not at the top of the AI bubble: Earlier today, IBM announced it's acquiring Confluent for $11B, a 34% premium to Friday's close. That said, shares are still down 67% from their October 2021 all-time high ($93/share). It's hard for me to imagine we're at an AI peak when companies are being acquired for less than half of what they traded at before the AI trade even started.</a>
</div>
</td></tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=405169c768&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Google says it's working to create two different categories of AI-powered smart glasses: one with screens launching in 2026 and another that's audio-focused</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Chris Welch / </span><span class="pub_name">Bloomberg</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=d6914e129c&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Hands-on with Xreal's Project Aura prototype glasses: they feel like VR shrunken to a far smaller form, the 70° FoV is small but enough for immersion, and more</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Scott Stein / </span><span class="pub_name">CNET</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=7e9f75e832&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Samsung's Galaxy XR gets beta support for Google's realistic avatar system for video calls, a Travel Mode, and a built-in PC remote desktop feature</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">David Heaney / </span><span class="pub_name">UploadVR</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=4b02666029&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Google announces system “autospatialization” for Android XR, an AI feature to turn 2D content, including games streamed from a PC, into 3D, arriving in 2026</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">David Heaney / </span><span class="pub_name">UploadVR</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=557f3fa70e&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">President Trump says he will sign “a ONE RULE” EO on AI “this week” and “you can't expect a company to get 50 Approvals every time they want to do something”</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Bloomberg</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=1e033758f0&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">David Sacks says AI preemption won't apply to state laws on child safety, communities won't be forced to host data centers they don't want, and more</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">David Sacks / </span><span class="pub_name">@davidsacks</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=1a7decca3b&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">European Commission: Meta agreed to change its “pay or consent” model to let Facebook and Instagram users share less data in exchange for less personalized ads</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Barbara Moens / </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=d3a690f137&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">ICEBlock's developer sues the Trump administration in federal court for violating the First Amendment, after Apple removed its app under White House pressure</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Bobby Allyn / </span><span class="pub_name">NPR</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=ee6789845f&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Internal memo: Johny Srouji, who oversees Apple's chip division, tells his employees that “I don't plan on leaving anytime soon”</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Mark Gurman / </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=9f4f7a2b50&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Apple and Google say they've developed new features that streamline the process of moving data between iOS and Android as part of a joint collaboration</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Abner Li / </span><span class="pub_name">9to5Google</span>)</span>
</td>
</tr>
</table>
</div>
</div>
<div class="section" style="margin-top: 12px;">
<div class="section_header uppercase" style="border-bottom: 3px solid #004860;letter-spacing: 1px;color: #004860;font-weight: bold;padding: 4px 10px;text-transform: uppercase;">
cryptocurrency
</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=ad5243ac56&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Binance receives three licenses from Abu Dhabi's financial regulator, allowing comprehensive operations across its exchange, clearing, and broker-dealer arms</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Alex Dooler / </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=0d6a16f50f&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">The US CFTC launches a pilot program allowing BTC, ETH, and USDC to be used as collateral in US derivatives markets</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">CoinDesk</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=0850121b15&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Coinbase reopens app registrations in India after an over-two-year pause, letting users make crypto-to-crypto trades, and plans to open up crypto buying in 2026</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=46e726c5b0&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Michael Saylor's Strategy acquired 10,624 bitcoin for $962.7M between December 1 and 7, its largest BTC purchase since July; MSTR is down ~40% so far in 2025</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">James Hunt / </span><span class="pub_name">The Block</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=d1a9d43359&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">How “cash to crypto” swaps allow users everywhere to convert local currencies to stablecoins and then to debit cards, avoiding financial oversight and sanctions</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Aaron Krolik / </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=cda9fc4a0a&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Filing: HashKey, Hong Kong's largest licensed crypto exchange, is aiming to raise up to ~$215M in its IPO in the city</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Kumar Tanishk / </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;">
artificial intellligence
</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=4bcfa37956&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">OpenAI survey of 9,000 workers at 100 companies: its tools save workers ~40-60 minutes daily on average for professional tasks; OpenAI has 1M+ business clients</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Shirin Ghaffary / </span><span class="pub_name">Bloomberg</span>)</span>
</td>
</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=bf122c694d&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">OpenAI and Instacart launch a grocery shopping experience inside of ChatGPT, letting customers brainstorm meal ideas and check out via OpenAI Instant Checkout</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Amanda Silberling / </span><span class="pub_name">TechCrunch</span>)</span>
</td>
</tr>
</table>
</div>
<div 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=74e1bb6ebf&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: Google has told advertisers that it plans to bring ads to Gemini in 2026; Google's VP of Global Ads says there are no plans for ads in the Gemini app</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Trishla Ostwal / </span><span class="pub_name">Adweek</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=9d77899b21&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Google says Gemini 3 Pro sets new vision AI benchmark records, including in complex visual reasoning, beating Claude Opus 4.5 and GPT-5.1 in some categories</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Rohan Doshi / </span><span class="pub_name">The Keyword</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=61a52e50df&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Google details steps it is taking to secure Chrome's upcoming agentic browsing features, including a “User Alignment Critic” model that vets AI agent's actions</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=ad13e4d160&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Anthropic launches a Slack integration for Claude Code, expanding on the existing Claude app for Slack, launching in beta as a research preview</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Kyt Dotson / </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=743e99bdbd&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">How Pathway, a startup developing an alternative to the transformer, aims to use its Dragon Hatchling architecture to create a new class of adaptive AI systems</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Steven Rosenbush / </span><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=b1d6ebe4f6&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Users of ByteDance's agentic AI phone Nubia M153 report that its Doubao assistant is blocked or limited by Tencent's WeChat, Alibaba's Taobao, and other apps</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Cissy Zhou / </span><span class="pub_name">Nikkei Asia</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=8112d27c0c&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Inside Particle6's creation of AI actress Tilly Norwood, which included 2,000 iterations; Particle6 says it has signed ~60 NDAs for projects involving Tilly</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Ellen Gamerman / </span><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=20e081dbe8&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Interviews with 10 Kenyan AI annotators show how Chinese companies hire data labelers via opaque middleman networks and WhatsApp groups to avoid accountability</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Rest of World</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;">
data centers
</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=bcebbf1995&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Big Tech's AI data center plans, which are set to need an estimated 44GW of additional capacity by 2028, face a power crunch that could deflate the AI “bubble”</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;">
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<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=231be99643&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">NextEra Energy expands its partnership with Google Cloud to develop data center campuses across the US and secures 2.5GW+ of clean energy contracts from Meta</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Vallari Srivastava / </span><span class="pub_name">Reuters</span>)</span>
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<div class="section_header uppercase" style="border-bottom: 3px solid #004860;letter-spacing: 1px;color: #004860;font-weight: bold;padding: 4px 10px;text-transform: uppercase;">
social networks
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<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="first_in_section story">
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=492eea7a58&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">TikTok announces Shared Collection, to organize and share saved videos, and plans to launch Shared Feed, a daily curated selection of 15 videos, globally</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Lawrence Bonk / </span><span class="pub_name">Engadget</span>)</span>
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<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=4d634d56ee&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Letterboxd plans to launch its Video Store film rental platform on December 10, offering curated indie titles in 23 countries, including the US, UK, and France</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Todd Spangler / </span><span class="pub_name">Variety</span>)</span>
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<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
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<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="first_in_section story">
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=776a2aeb7f&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Singapore-based banking and payments startup Airwallex raised $330M at an $8B valuation, after raising $300M at a $6.2B valuation in May, and plans a US HQ</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Laith Al-Khalaf / </span><span class="pub_name">Financial Times</span>)</span>
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<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=b33606827c&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Unconventional AI raised a $475M seed led by a16z and Lightspeed at a $4.5B valuation to build a more energy-efficient AI computer, part of an up to $1B round</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Rachel Metz / </span><span class="pub_name">Bloomberg</span>)</span>
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<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=ba9bdd9b50&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: Skild AI, which develops a foundation model for robots, is in talks to raise $1B+ from SoftBank and Nvidia at a ~$14B valuation, up from $4.7B in July</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Reuters</span>)</span>
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more news
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=8f3d49c132&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Leaked letter: Tiger Global launches Private Investment Partners 17, a fund targeting raising $2.2B, signaling a pivot from megafunds to more discipline</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">CNBC</span>)</span>
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<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=91ea54e9b3&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Uber launches Uber Intelligence, an insights platform that lets advertisers tap into Uber's data about customer trips and deliveries</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Lara O'Reilly / </span><span class="pub_name">Business Insider</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=6a50f8be1f&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">India's Tata Electronics signs up Intel as a prospective customer for its upcoming chip facilities; Tata is investing ~$14B to build fabs in Gujarat and Assam</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Nandan Mandayam / </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=8c23aded4d&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">US lawmakers remove provisions in the National Defense Authorization Act for 2026 that would have ensured military members' right to repair their own equipment</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Boone Ashworth / </span><span class="pub_name">Wired</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=862317a271&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">An Airwallex executive warned in 2023 that China staff were pushing to access client data; Keith Rabois accuses Airwallex of enabling Chinese access to US data</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Lucas Baird / </span><span class="pub_name">Australian Financial Review</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=2868e12ba2&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Impressions from a London test ride in a car using Wayve's self-driving tech; Wayve has raised $1.3B since its launch and is testing cars with Level 2+ autonomy</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">John Thornhill / </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=a760278da7&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">The CTO of Amazon's Zoox says the company plans to start charging for rides in Las Vegas in early 2026 and is focused on transporting people, not deliveries</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Amanda Gerut / </span><span class="pub_name">Fortune</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=c52bb6697d&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Police in Edmonton, Canada, partner with Axon to test body cameras with AI facial recognition, and say the results will be analyzed later at police stations</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Associated Press</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=6726302510&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">A look at an “etiquette camp” in San Francisco that teaches young founders how to dress, act, and talk, amid shifting expectations as the industry gains power</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Lisa Bonos / </span><span class="pub_name">Washington Post</span>)</span>
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