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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=c26e9f6658&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Try Gemini 3 Pro</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=f565fab884&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">OpenAI updates ChatGPT Images to generate images up to 4x faster and edit more precisely, and adds a new section in ChatGPT's app and website for images</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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<span class="excerpt">OpenAI is rolling out an update to ChatGPT that's intended to generate images better and faster … </span>
<span class="cite">(Rachel Metz / 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=70ad29fa63&e=06cea4a9e4" style="text-decoration: none;color: black;">@arena:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=0c67ac022e&e=06cea4a9e4" style="text-decoration: none;color: black;">... @OpenAI's gpt-image-1.5 and chatgpt-image-latest are now available in the Arena. 🥇gpt-image-1.5 is #1 in Text-to-Image (1264) 🥇chatgpt-image-latest is #1 on Image Edit (1409) 🔹gpt-image-1.5 #4 in Image Edit (1395) gpt-image-1.5 holds a commanding 29-point lead on Text-to-Image, while maintaining a narrow 3-point edge over @GoogleDeepMind's Nano Banana Pro (and its 2K variant) on Image Edit. </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=e455377f8f&e=06cea4a9e4" style="text-decoration: none;color: black;">@emollick:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=acf298c225&e=06cea4a9e4" style="text-decoration: none;color: black;">Had early access to the new ChatGPT Image 1.5. It is good, especially at single images, but I don't think it works as well for complex slides/graphics/information as Nano Banana Pro (though GPT-5.2 Thinking seems to do better than GPT-5.2 instant, so maybe more planning helps?) [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=6f3658ce49&e=06cea4a9e4" style="text-decoration: none;color: black;">@miles_brundage:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=d4dee36a87&e=06cea4a9e4" style="text-decoration: none;color: black;">If you give ChatGPT Images a long prompt, it just gives some random 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=0dd477e25e&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">The US threatens economic penalties against European companies like Spotify if the EU does not roll back regulations and lawsuits targeting US tech giants</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">New York Times</span>)</span>
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<span class="excerpt">The Trump administration singled out European tech firms by name … </span>
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<a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=cdb23a0bab&e=06cea4a9e4" style="text-decoration: none;color: black;">@ustraderep:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=8bd32ab905&e=06cea4a9e4" style="text-decoration: none;color: black;">... If the EU and EU Member States insist on continuing to restrict, limit, and deter the competitiveness of U.S. service providers through discriminatory means, the United States will have no choice but to begin using every tool at its disposal to counter these unreasonable measures. Should responsive measures be necessary, U.S. law permits the assessment of fees or restrictions on foreign services, among other actions. </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=a124b57adf&e=06cea4a9e4" style="text-decoration: none;color: black;">@adamkovac:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=735b19bd43&e=06cea4a9e4" style="text-decoration: none;color: black;">European policymakers wrote digital regulations to specifically target Apple, Amazon, Google, Meta, and Microsoft. US officials correctly objected at this discrimination. Europeans would object if we discriminated against their companies the same way ⬇️</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=019f501392&e=06cea4a9e4" style="text-decoration: none;color: black;">@lutherlowe:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=b5517c0f4f&e=06cea4a9e4" style="text-decoration: none;color: black;">This is a disappointing betrayal of ‘little tech’ by captured elements of the Trump Administration. The Digital Markets Act *unlocks* market share for 👏U.S. companies 👏. Trash the EU AI Act/DSA/GDPR all you want, but the DMA should be emulated, not attacked.</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=94ff35d0de&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: the US has paused its Tech Prosperity Deal with the UK, signed in September, over frustrations about UK online safety rules and digital services taxes</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">New York Times</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=264d5fa14b&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Databricks is raising a $4B+ Series L at a $134B valuation, up from $100B in September and $62B in December 2024, and had a $4.8B annual revenue rate in October</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Belle Lin / </span><span class="pub_name">Wall Street Journal</span>)</span>
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<span class="excerpt">The data-analytics and AI software company is raising over $4 billion and crossed $4.8 billion in annual revenue rate</span>
<span class="cite">(Belle Lin / Wall Street Journal)</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=b225d1b77c&e=06cea4a9e4" style="text-decoration: none;color: black;">@tbpn:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=55d963cc16&e=06cea4a9e4" style="text-decoration: none;color: black;">“I wouldn't rule out that we would be public by the end of next year.” - Databricks CEO @alighodsi “We're not trying to exactly time the market,” he said. “We're trying to win it.” [video]</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=e4bc717fe6&e=06cea4a9e4" style="text-decoration: none;color: black;">@ldignan:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=876d34cceb&e=06cea4a9e4" style="text-decoration: none;color: black;">Databricks annual revenue run rate is now $4.8 billion on par with Snowflake. Databricks is valued much higher than Snowflake. ($134 billion valuation vs. $74 billion market cap, respectively). Is $SNOW under valued or Databricks over valued? </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=1d3c995c45&e=06cea4a9e4" style="text-decoration: none;color: black;">@vasuman:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=443c9a96ea&e=06cea4a9e4" style="text-decoration: none;color: black;">Imagine joining Databricks in 2017 at their Series D thinking oh boy the IPO is just around the corner and then 9 years later you raise a Series L</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=df9ca674c2&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Instagram unveils its first TV app, initially available on Amazon's Fire TV as a test with plans to expand to other TV platforms</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Kurt Wagner / </span><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=0e25b73da7&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Mozilla appoints Anthony Enzor-DeMeo as its CEO, after years of its for-profit arm juggling layoffs, restructuring, its Google dependence, and the AI landscape</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">David Pierce / </span><span class="pub_name">The Verge</span>)</span>
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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=b3bf493f5a&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">A look at Apple's iPhone roadmap; sources say the iPhone 18 Pro lineup will get under-screen Face ID, and the front camera will move to the top-left corner</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<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=5857deecb5&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Orbital solar data centers' cost-per-watt of compute is $51.10/W, far above $15.85/W for terrestrial sites; SpaceX is uniquely positioned to try orbital</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Andrew McCalip</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=879877f80b&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">OpenAI launches FrontierScience, a benchmark to measure models' expert-level scientific reasoning with 700+ questions, finding GPT-5.2 is its strongest model</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">OpenAI</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=25b7ddafdd&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Shares in Chinese companies critical to AI infrastructure surged in 2025, with CATL up 45% and Sungrow up 130%, as exports boost margins despite Trump's tariffs</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">William Sandlund / </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=453b231067&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Adobe adds a prompt-based video editor to its Firefly app that uses Runway's Aleph model, and adds image and video models from Black Forest Labs and others</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=c74b113452&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Google launches CC, an experimental AI assistant that delivers a personalized daily “Your Day Ahead” briefing email based on users' emails and calendar</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Robert Hart / </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=2389152ac2&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">The Allen Institute for AI launches Bolmo 7B and Bolmo 1B, claiming they are “the first fully open byte-level language models”, built using its Olmo 3 models</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Emilia David / </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=6e3173878d&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Meta launches prompt-based sound separation model SAM Audio in its Segment Anything Playground, letting users isolate individual sounds from complex recordings</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=636bfbc859&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Perplexity updates its iPad app to improve multitasking and focus on research tools, part of a push to add business customers, after launching Comet on Android</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Natalie Lung / </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=d9e1bf50ed&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">DoorDash launches Zesty, a standalone AI-powered social app for users to find nearby restaurants, in public testing in San Francisco and New York</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Natalie Lung / </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=7eca6e99c0&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Source: OpenAI rolled back ChatGPT's model router, which sent some queries to reasoning models, for Free and $5/month Go tiers, as it was costly and hurt DAUs</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=494e2fc2ad&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Xiaomi releases MiMo-V2-Flash, an open-weight MoE model with 309B total and 15B active parameters, saying it excels in reasoning, coding, and agentic scenarios</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Xiaomi Mimo</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=62127bf5f7&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">How the rise of AI has divided Hollywood: some oppose all AI use, while others, like director Timur Bekmambetov, say they are exploring ways to embrace AI tools</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Lucas Shaw / </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;">
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=0b4f674f30&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">CoreWeave lost $33B in market value in six weeks amid construction delays at its data center in Denton, Texas, criticism from short seller Jim Chanos, and more</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>
</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=c6a608b9ee&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Elizabeth Warren and two other Democratic senators write to Google, Microsoft, Amazon, Meta, and others about AI data centers' role in rising electricity bills</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">New York Times</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=796a805d79&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Analysis: of the world's 8,808 data centers in October 2025, nearly 7,000 are in areas outside the optimal 18C to 27C temperature range; 600 are in 27C+ areas</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;">
personnel changes
</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=9a50daa4cb&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">OpenAI hires former UK chancellor George Osborne to lead OpenAI for Countries, the global expansion arm of its $500B Stargate data center initiative</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=ac3054b13d&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">OpenAI Chief Communications Officer Hannah Wong plans to leave in January; Wong joined in 2021 and led PR during Sam Altman's brief ouster and rehiring in 2023</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=c126fd8bb9&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: Monzo's board pushed out CEO TS Anil, who in October announced his exit and handover to former Google executive Diana Layfield, over IPO timing plans</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=3588c38467&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources and a memo: Amazon plans to cut 370 jobs at its European HQ in Luxembourg, or ~8.5% of its 4,370 employees, the country's biggest layoffs in 20+ years</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Benoit Berthelot / </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=f15809143e&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: Waymo is in discussions to raise more than $15B led by Alphabet at a valuation near $100B, and has achieved an annual revenue run rate above $350M</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=0b8e7661e2&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Hong Kong-based RedotPay, a fintech focused on stablecoin-based payments, raised a $107M Series B led by Goodwater Capital, bringing its total raised to ~$200M</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Yogita Khatri / </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=94cd5e6683&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sequence, which builds AI agents to automate B2B companies' revenue operations, raised a $20M Series A led by 645 Ventures, bringing its total funding to ~$40M</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Ryan Lawler / </span><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=166b854ffb&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Leona Health, the maker of an AI copilot that integrates with doctors' WhatsApp accounts for patient chats in Latin America, raised a $14M seed led by a16z</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Marina Temkin / </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;">
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=387b757fd8&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Global smartphone shipments are set to shrink 2.1% in 2026, led by Chinese OEMs, due to rising memory costs; DRAM prices could further raise costs by 10%-15%</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Counterpoint Research</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=c00656cc5f&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Q&A with Rivian founder and CEO RJ Scaringe on founding Rivian in 2009, production challenges, the VW partnership, autonomy, AI, EVs, chips, CarPlay, and more</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>
</td>
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</table>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=8e13e1692a&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>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=e151119d47&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">VW plans to end vehicle production at its Dresden plant, which opened in 2001, and convert it into a research hub for tech such as AI, robotics, and chip design</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Gregory Schmidt / </span><span class="pub_name">New York Times</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=66d30025d7&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">China approves two Level 3 autonomous cars from state-owned Changan Auto and BAIC Motor, the first such approvals; the cars can drive in Chongqing and Beijing</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=183de503b8&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">California DMV says a California administrative law judge recently ruled Tesla engaged in deceptive marketing around its Autopilot and Full Self-Driving systems</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Lora Kolodny / </span><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=fda27c7804&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Netflix announces a partnership with iHeartMedia to exclusively publish 15+ video podcasts from early 2026, including The Breakfast Club and My Favorite Murder</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Jessica Testa / </span><span class="pub_name">New York 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=165a1960e6&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">X updates its ToS to claim rights to the “Twitter” trademark and countersues Operation Bluebird after the startup filed an application to trademark the term</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>
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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=03d2cd7836&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Event software company Cvent acquires video content platform Goldcast; source: Cvent paid just under $300M to acquire Goldcast, which had raised around $38M</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Dan Primack / </span><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=db615f1b86&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Amazon partners with payments startup Slope to offer loans of up to $5M to merchants selling on its platform, using Amazon sales data for candidate selection</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>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=77791e4942&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Visa says it will allow US banks to settle transactions using Circle's USDC over Solana, the US banking system's first full deployment of stablecoin settlement</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Emily Mason / </span><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=7ac1ad9d9e&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">As Europe rearms, Anduril is trying to break through in the UK by co-funding major programs, cutting manufacturing deals, and billing itself as “Anglo-American”</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Mark Bergen / </span><span class="pub_name">Bloomberg</span>)</span>
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