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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=e39d0fcf17&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>
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<span style="color:#455;font-weight:bold;">Tomorrow's events: </span>
<span class="event"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=90bffd44c4&e=06cea4a9e4" style="text-decoration: none;color: #004860;">Solana Breakpoint (day 3)</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=e2d9faf5ae&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: Oracle has delayed completion of some OpenAI data centers from 2027 to 2028, largely due to labor and material shortages; Oracle denies delays</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Brody Ford / </span><span class="pub_name">Bloomberg</span>)</span>
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<span class="excerpt">Oracle Corp. has pushed back the completion dates for some of the data centers it's developing … </span>
<span class="cite">(Brody Ford / Bloomberg)</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=f49f721fe5&e=06cea4a9e4" style="text-decoration: none;color: black;">@kobeissiletter:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=0634668d8c&e=06cea4a9e4" style="text-decoration: none;color: black;">BREAKING: Oracle stock, $ORCL, rebounds as the company says there have been “no delays” required to meet their contractual commitments. The market is highly on edge, waiting for just about any headline to call AI a “bubble.” Ignore the noise. [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=a74dd9e04f&e=06cea4a9e4" style="text-decoration: none;color: black;">@prof_heist:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=74458cf8b2&e=06cea4a9e4" style="text-decoration: none;color: black;">What the fuck. Delay turned into No delay - in two hours.</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=a1149f1bed&e=06cea4a9e4" style="text-decoration: none;color: black;">@capitalobserver:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=e64753dc25&e=06cea4a9e4" style="text-decoration: none;color: black;">The careful wording could lead one to believe that there are delays, but the contract allows for it</a>
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<span class="title" style="font-size: 24px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=17d515ed92&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Reddit files a lawsuit against Australia to overturn its social media ban for under-16s, saying it “infringes the implied freedom of political communication”</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="excerpt">Message board website Reddit (RDDT.N) on Friday filed a lawsuit asking … </span>
<span class="cite">(Reuters)</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=ea5e22807f&e=06cea4a9e4" style="text-decoration: none;color: black;">@berniesanders:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=3b0cdb410b&e=06cea4a9e4" style="text-decoration: none;color: black;">Australia banned social media for children under 16. Some say the ban will protect kids from dangerous material, improve their mental health & help them get better sleep. Others argue it will increase social isolation & impede young people's free speech. What do you think?</a>
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<div class="tweet" style="padding: 1px 0;">
<img class="tweet_image" width="12" src="https://techmeme.com/img/twitter_x.png" style="width: 12px;">
<a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=cf2da4c381&e=06cea4a9e4" style="text-decoration: none;color: black;">@latikambourke:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=dcbfcbe04c&e=06cea4a9e4" style="text-decoration: none;color: black;">The Reddit high court challenge argument against Australia's social media ban for kids is pretty interesting. What defines a social media platform about to be tested as well as what warrants as a victorious outcome if they win. Worth reading their arguments in full.</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=74e9b1cd27&e=06cea4a9e4" style="text-decoration: none;color: black;">@cameronwilson:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=a29e065a51&e=06cea4a9e4" style="text-decoration: none;color: black;">Reddit has filed its High Court legal challenge against the teen social media ban. On top of arguing that it infringes on the implied right to freedom of political expression, Reddit says it isn't “age restricted social media platform” and shouldn't need to comply [image]</a>
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<span class="title" style="font-size: 24px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=d88db1e17c&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Google expands Google Translate's live speech translation from Pixel Buds to any headphones, supporting 70+ languages, in beta on compatible Android phones</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Stevie Bonifield / </span><span class="pub_name">The Verge</span>)</span>
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<span class="excerpt">Live speech translations were once only on the Pixel Buds.</span>
<span class="cite">(Stevie Bonifield / The Verge)</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=640497aa1d&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=0ac4820762&e=06cea4a9e4" style="text-decoration: none;color: black;">If the video truly reflects this quality, Google has achieved what humanity has dreamed of for ages: global communication in real time. Kudos to Google, you deliver every single day. P.S.: Apple promised exactly this kind of live translation, but only Google is delivering it.</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=ce6463cc25&e=06cea4a9e4" style="text-decoration: none;color: black;">@google:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=70054367af&e=06cea4a9e4" style="text-decoration: none;color: black;">Today we're introducing state-of-the-art text translation quality built with Gemini in Search and the Translate app for even more natural and accurate text translations. We're also improving our language learning tools in the Translate app for practice and skill building.</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=cd43457f62&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Policymakers behind key state AI bills scoff at Trump's EO; some GOP governors are pushing ahead with their own AI bills; Steve Bannon says Sacks misled Trump</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Axios</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=b149bb085e&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Trump's AI executive order directs federal agencies to look into withholding federal funding from states passing “the most onerous and excessive laws” around AI</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Gerrit De Vynck / </span><span class="pub_name">Washington Post</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=7203dfde8c&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">In his EO, Trump orders US AG Pam Bondi to create an “AI Litigation Task Force” that meets regularly with David Sacks to challenge “inconsistent” state AI laws</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Igor Bonifacic / </span><span class="pub_name">Engadget</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=84cb49edcb&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">David Sacks says Trump's AI EO aims to ease companies' compliance burden and that the administration is working with Congress on a common AI oversight standard</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Bloomberg</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=798af1c2ab&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Kalshi integrates its event trading platform into the popular crypto wallet Phantom; Dune: in November, Kalshi's trading volume hit $5.8B vs. Polymarket's $3.7B</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Nina Bambysheva / </span><span class="pub_name">Forbes</span>)</span>
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<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=a549811f62&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Companies are updating insider trading policies to cover prediction markets; Kalshi and others are pushing for federal oversight, including of insider trading</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Rocket Drew / </span><span class="pub_name">The Information</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=98cfdb391b&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Amazon Prime Video pulls its AI recaps, which it began testing in November, for Fallout, Bosch, and other shows after users noticed errors in the Fallout recaps</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Emma Roth / </span><span class="pub_name">The Verge</span>)</span>
</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=b58b2beea2&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sam Altman's Tools for Humanity updates World to make it a “super app” with encrypted chat integration and a Venmo-like tool for sending and requesting crypto</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Lucas Ropek / </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=431f9859d8&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">David Sacks says China is rejecting Nvidia's H200 AI chips, because the country wants “semiconductor independence” and to “prop up and subsidize Huawei”</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Maggie Eastland / </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=a79a9261a0&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: Nvidia told its Chinese clients that it is evaluating adding production capacity for its H200 chips after orders exceeded its current output level</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<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;" 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=f093b31777&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: China is considering a ~$28B-to-$70B incentives package, which would be separate from the $50B Big Fund III plan, to support its chipmaking industry</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">John Liu / </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=0e162dfe5d&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">TechInsights: Huawei's Kirin 9030 chip, used in its Mate 80 Pro Max phone, is China's most advanced chip to date and was produced with SMIC's updated 7nm tech</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Ian King / </span><span class="pub_name">Bloomberg</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=840e662f66&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Tim Sweeney: the Ninth Circuit's decision on the Epic v. Apple contempt ruling appeal “completely shuts down” App Store rules letting Apple collect “junk fees”</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Jay Peters / </span><span class="pub_name">The Verge</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=e8e59d0203&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Tether submits an all-cash offer to acquire a 65.4% stake in Italian soccer club Juventus, says it will invest €1B in the club if the acquisition is completed</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=e427c3f54f&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Internal message: SpaceX has authorized an insider share sale at $421/share, valuing the company at ~$800B, and said it's preparing for a possible IPO in 2026</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Loren Grush / </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;">
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=846a9f8407&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Mira Murati's Thinking Machines Lab makes Tinker, its API for fine-tuning language models, generally available, adds support for Kimi K2 Thinking, and more</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Thinking Machines Lab</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=3af5fd176f&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">xAI partners with El Salvador to deploy Grok across 5,000+ public schools, reaching 1M+ students in an “AI-powered education program” over the next two years</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Dara Kerr / </span><span class="pub_name">The Guardian</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=031a852060&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Zoom says its “federated AI” model, combining its SLM with open- and closed-source models, got 48.1% on Humanity's Last Exam vs. 45.8% for Gemini 3 Pro w/ tools</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Xuedong Huang / </span><span class="pub_name">Zoom</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=6ce7851b59&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: Intel is in advanced talks to acquire AI chip startup SambaNova for about $1.6B including debt; the deal could come together as soon as next month</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=0f7a229366&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">GPT-5.2 models have a 400K context window and 128K max output tokens, like GPT-5 and 5.1, but have an August 31, 2025, knowledge cutoff, vs. September 30, 2024</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 Newsletter</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=c3bdcab191&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Shares of data center real estate company Fermi closed down 34% after a tenant terminated a $150M agreement to help fund an AI campus in West Texas</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=4bd2f54377&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Taiwan opens its largest AI supercomputing data center, with Nvidia's Blackwell chips, a major effort in its push for sovereign AI and chip industry innovation</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Nikkei Asia</span>)</span>
</td>
</tr>
</table>
</div>
</div>
<div class="section" style="margin-top: 12px;">
<div class="section_header uppercase" style="border-bottom: 3px solid #004860;letter-spacing: 1px;color: #004860;font-weight: bold;padding: 4px 10px;text-transform: uppercase;">
social networks
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="first_in_section story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=c2f47611b8&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">An interview with Nikita Bier, who wants to lure journalists back to X with a rebuilt recommendation algorithm with no keyword suppression or manual downranking</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Alex Heath / </span><span class="pub_name">Sources</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=503bed6993&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: X reported $752M in Q3 revenue, up 17% YoY, a net loss of $577.4M, and EBITDA of ~$454M, up 16%; revenue for the first nine months of 2025 was $2B+</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Carmen Arroyo / </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;">
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=dd2004eefa&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Source: livestream shopping app Whatnot nears ~$1B in revenue for 2025; Whatnot says it has passed $6B in gross sales this year, more than doubling 2024's sales</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Ann Gehan / </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=f799a17fa8&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">EU finance ministers agree on a €3 customs duty on low-value parcels from July 2026, aiming to crack down on Chinese imports from retailers like Shein and Temu</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Reuters</span>)</span>
</td>
</tr>
</table>
</div>
</div>
<div class="section" style="margin-top: 12px;">
<div class="section_header uppercase" style="border-bottom: 3px solid #004860;letter-spacing: 1px;color: #004860;font-weight: bold;padding: 4px 10px;text-transform: uppercase;">
funding deals
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="first_in_section story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=9d463e6eae&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Serval, which offers an AI assistant for IT, HR, legal, and finance, raised a $75M Series B led by Sequoia at a $1B valuation, taking its total funding to $127M</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=487235ad31&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Singapore-based ChemLex raised a $45M funding round led by Granite Asia to build an AI-powered, automated chemistry lab to accelerate drug discovery</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Rachyl Jones / </span><span class="pub_name">Semafor</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=cee524fb04&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Source: OpenEvidence, which offers an AI chatbot for doctors, is raising $250M at a $12B valuation, up from $6B in Oct., and has $150M in annualized ad revenue</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>
<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=d6175fa8f4&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Switzerland launches a preliminary investigation into whether Apple's terms for granting third-party access to NFC tech on iPhones violate its antitrust laws</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Tim Hardwick / </span><span class="pub_name">MacRumors</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=99661023d6&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">YouTube launches an option for US-based creators to receive payouts in PayPal's stablecoin, PYUSD</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Ben Weiss / </span><span class="pub_name">Fortune</span>)</span>
</td>
</tr>
</table>
</div>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=5f8cb13012&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">The best time to become a Zoho Partner</a></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=dab1bdffd1&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: Intel has tested chipmaking tools in 2025 from California-based ACM Research, which has deep China ties; US sanctions targeted two ACM overseas units</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: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=5cb3df3fdf&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Papua New Guinea says Google will build three subsea cables for the country, a $120M effort funded by Australia, amid China boosting its influence in the region</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Kirsty Needham / </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=6cbcef8d54&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">[Thread] Substack quietly added a feature that forced subscribers to download the app to read full newsletters, but says it reverted the change after complaints</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Gergely Orosz / </span><span class="pub_name">@gergelyorosz</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=074a5f9b3c&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Automated digital wealth management company Wealthfront's stock closed up 1.36% in its Nasdaq debut, valuing it at ~$2.7B, after raising $486M in its IPO</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Andrew Welsch / </span><span class="pub_name">Barron's Online</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=b51aa26707&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">A look at France-based indie game studio Sandfall Interactive, whose critically acclaimed Clair Obscur: Expedition 33 had a sub-$10M budget and sold 5M+ copies</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Zachary Small / </span><span class="pub_name">New York Times</span>)</span>
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