Posts

How a Chinese entrepreneur amassed 10M+ IPv4 addresses, mostly from Africa, to lease them outside Africa, leaving African ISPs struggling to expand capacity (Alexandra Wexler/Wall Street Journal)

Anthropic says over 60% of its business customers use more than one Claude product, a trend it began noticing after Claude Code's rise in popularity (Richard Nieva/Forbes)

Sources: Databricks is raising $5B and expects sales to grow 55% this year, putting its post-money valuation at $134B, as AI costs squeeze gross profit margins (Cory Weinberg/The Information)

An in-depth look at TPUv7 Ironwood, the latest generation of Google's TPU, and how it positions Google as a serious challenger to Nvidia's AI chip dominance (Dylan Patel/SemiAnalysis)

A profile of Klay, whose app will let users remake songs using AI; Klay has raised ~$10M and is the first AI startup to close deals with the three major labels (Abram Brown/The Information)

Salesforce: online Black Friday sales grew 6% YoY to $79B globally, including $3B in US sales driven by AI agents; Adobe: US online sales rose 9.1% to $11.8B (Joan Verdon/Forbes)

Sources: Micron plans to invest $9.6B in Japan to build a production facility for next-gen HBM memory chips beginning in 2026, with shipments expected in 2028 (Ryo Mukano/Nikkei Asia)

DeepSeek says its new DeepSeekMath-V2 model got gold-medal level status on the International Mathematical Olympiad 2025 and Chinese Mathematical Olympiad 2024 (Matthias Bastian/The Decoder)

SEC filing: CoinShares withdraws registrations for its XRP, Solana staking, and Litecoin ETFs to focus on higher-margin opportunities ahead of a US listing (Arasu Kannagi Basil/Reuters)

Prime Intellect debuts INTELLECT-3, an RL-trained 106B parameter open source MOE model it claims outperforms larger models across math, code, science, reasoning (Prime Intellect)

Google withdraws its 2024 EU antitrust complaint against Microsoft over Azure licensing, after the EU launched a probe into Azure and AWS under the DMA (Edith Hancock/Wall Street Journal)

Germany-based Quantum Systems, which sells surveillance drones that are being used by Ukraine, raised €180M, tripling its valuation to €3B since May (Christina Kyriasoglou/Bloomberg)

NYT Connections hints and answers for Friday, November 28 (game #901)

Sources detail how Anduril's fast-moving approach with its defense tech led to setbacks; Ukraine stopped using Anduril's Altius drones in 2024 due to problems (Wall Street Journal)

The USPTO issues new guidelines clarifying that generative AI is considered a tool that assists human inventors and cannot itself be considered an inventor (Blake Brittain/Reuters)

Sources: Jeff Bezos' Project Prometheus, which is building AI for manufacturing computers, cars, and spacecraft, has acquired agentic AI startup General Agents (Paresh Dave/Wired)

Italy's competition regulator says it is scrutinizing a Meta policy excluding rival AI chatbots from WhatsApp, broadening the scope of a probe started in July (Edith Hancock/Wall Street Journal)

In an October 7 letter, the Pentagon informed lawmakers that Alibaba, Baidu, and BYD should be added to a list of companies that aid the Chinese military (Anthony Capaccio/Bloomberg)

OpenAI merges ChatGPT's voice mode directly into the main text chat interface by default; users can still switch back to the original, separate voice mode (Zac Hall/9to5Mac)

Steam's first-ever Black Friday sale has officially kicked off and these discounts are sure to make your wallet cry

Q&A with Ilya Sutskever about model jaggedness, why we are moving beyond the "age of scaling", SSI's plan to straight-shot superintelligence, AGI, and more (Dwarkesh Patel/Dwarkesh Podcast)

Microsoft unveils Fara-7B, its first agentic SLM designed for computer use, available as an experimental release on Hugging Face and Microsoft Foundry (Ben Dickson/VentureBeat)

The US DOD and the intelligence community awarded Enabled Intelligence a seven-year, up to $708M data labeling contract in September, beating out Scale AI (Katrina Manson/Bloomberg)

OpenAI unveils a free shopping research feature in ChatGPT that delivers a personalized buyer's guide, powered by a custom version of GPT-5 mini (Sabrina Ortiz/ZDNET)

Major insurers have recently sought permission from US regulators to offer policies excluding liabilities tied to businesses deploying AI chatbots and agents (Financial Times)

Flexion, which is building a full autonomy stack for humanoid robots, raised a $50M Series A from DST Global Partners, NVentures, and others, after a $7M+ seed (Mary Ann Azevedo/Crunchbase News)