New Tech Trade War

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Well, turns out my spidey sense was right cause there definitely seems to be a new tech trade war brewing between the US and Europe. Seems like ads are definitely coming to ChatGPT. How bitcoin miners are pivoting to AI. And why Netflix wants to get into dayparting. US bars five Europeans it says pressured tech firms to censor American viewpoints online (AP) OpenAI’s Ads Push Starts Taking Shape (The Information) AST SpaceMobile Launches Biggest Satellite to Challenge SpaceX (Bloomberg) Bitcoin Miners Thrive Off a New Side Hustle: Retooling Their Data Centers for AI (WSJ) YouTube Has a Firm Grip on Daytime TV (NYTimes) Weekend Longreads Suggestions: The Hottest Toy of the Year Is Made by a Tech Startup You’ve Never Heard Of (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices

I hope you weren’t expecting Santa to leave a drone under the tree this week. Europe is forcing Apple to pair nicely with others. More signs of the AI fueled debt explosion. And in the year of the stablecoin, the rise of stablecoin-based banks. U.S. Bans New China-Made Drones, Sparking Outrage Among Pilots (WSJ) Pentagon Adds Grok-Derived Products to Something Called the ‘AI Arsenal’ (Gizmodo) iOS 26.3 Brings AirPods-Like Pairing to Third-Party Devices in EU Under DMA (MacRumors) AI debt boom pushes US corporate bond sales close to record (Financial Times) A $309 Billion Bet Fuels 24/7 Dollar Banking Without Borders (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices

Turns out when the lights go out, Waymo’s don’t handle that well. Larry Ellison actually puts his money on the line. Somebody is pirating music like it’s 1999. And two deep-dive looks at whether or not Google’s TPU’s really are a threat to Nvidia and OpenAI. Waymo resumes robotaxi service in San Francisco after blackout chaos — Musk says Tesla car service unaffected (CNBC) Paramount guarantees Larry Ellison backing in amended WBD bid (CNBC) Instacart Scraps All Price Tests After Customer Pushback (WSJ) Spotify Music Library Scraped by Pirate Activist Group (Billboard) ChatGPT will now let you pick how nice it is (The Verge) TPU Mania (The Chip Letter) Why Nvidia maintains its moat and Gemini won’t kill OpenAI (SiliconANGLE) Learn more about your ad choices. Visit megaphone.fm/adchoices

Has TikTok finally been sold, episode number 47… The Pennsylvania supreme court says police don’t need a warrant to read your search history. YouTube terminates some big accounts over AI usage. A new League of Legends is coming. And in the longreads, and in the show, a look at how Zuck’s big bet on AI is coming along. Scoop: TikTok signs deal for U.S. unit after yearslong saga (Axios) TikTok U.S. Deal to Close Next Month: Oracle and Silver Lake Confirmed in Buyer Consortium (The Hollywood Reporter) Pa. high court rules that police can access Google searches without a warrant (The Record) Meta Is Developing a New AI Image and Video Model Code-Named ‘Mango’ (WSJ) YouTube Shuts Down Channels Using AI To Create Fake Movie Trailers Watched By Millions (Deadline) Riot Has a Secret Plan to Remake Its ‘League of Legends’ Game (Bloomberg) Weekend Longreads Suggestions: Inside Mark Zuckerberg’s turbulent bet on AI (FT) Economics of Orbital vs Terrestrial Data Centers (Andrew McCalip) Feeding the Machine (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

Has China cracked a major puzzle for chip parity? Trump Media merges with a… Fusion Energy startup? Coinbase continues its efforts to let you trade everything. OpenAI is turning on the fundraising afterburners. And how to catch a North Korean IT infiltrator. China may have reverse engineered EUV lithography tool in covert lab, report claims — employees given fake IDs to avoid secret project being detected, prototypes expected in 2028 (Tom's Hardware) Trump media group agrees $6bn merger with Google-backed fusion energy company (FT) Coinbase adds prediction markets and stock trading in push to be one-stop trading app (CNBC) OpenAI Has Discussed Raising Tens of Billions at Valuation Around $750 Billion (The Information) Amazon Caught North Korean IT Worker By Tracing Keystroke Data (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices

ChatGPT ups its image generation game. Now it’s Amazon’s turn to invest in OpenAI. WBD says it still wants to go with the Netflix offer. Waymo’s raising money again. And the new AI sort of newsletter Google wants to put in your inbox every morning. OpenAI’s ChatGPT Updated to Make Images Better and Faster (Bloomberg) ChatGPT Images just got a major upgrade — and it could change how we all create (TechRadar) OpenAI in Talks to Raise At Least $10 Billion From Amazon and Use Its AI Chips (The Information) Coursera to buy Udemy, creating $2.5 billion firm to target AI training (Reuters) Warner Rejects Paramount’s Hostile Bid, Saying Netflix Deal Still Superior (WSJ) Waymo Seeking Over $15 Billion Near $100 Billion Valuation (Bloomberg) Waymo in talks to raise funds at $100bn valuation (FT) U.S. Threatens Penalties Against European Tech Firms Amid Regulatory Fight (NYTimes) Google wants its AI assistant CC to replace your morning scroll (The Verge) Betting on prediction markets has exploded over past two years (FT) Learn more about your ad choices. Visit megaphone.fm/adchoices

Tech continues to be a major geopolitical stumbling block, this time with the UK. Are we currently in the midst of the second mini-tech recession of the year? If Ford can pivot from EV’s to servicing datacenters, maybe you can too. And the civil war lining up in Hollywood, over AI. U.S.-U.K. Trade Deal Hits Stumbling Block (NYTimes) AI infrastructure selloff continues on Wall Street as Broadcom, Oracle shares slide (CNBC) CoreWeave’s Staggering Fall From Market Grace Highlights AI Bubble Fears (WSJ) Ford is starting a battery storage business to power data centers and the grid (TechCrunch) AI has the entertainment industry torn between keeping up and keeping talent happy. (BloombergBusinessweek) Learn more about your ad choices. Visit megaphone.fm/adchoices

Your Roomba is circling the drain with iRobot filing for bankruptcy. Remember credit default swaps? Turns out they’re not just for hedging housing anymore. Nano Banana looks so realistic because it’s mimicking your sub-par smartphone camera output. And why can’t everybody participate in early stage startup investing? Roomba Maker iRobot Files for Bankruptcy and Will Go Private (Bloomberg) How iRobot lost its way home (TechCrunch) Investors seek protection from risk of AI debt bust (FT) Kindle’s New AI Feature Can Answer Questions About Your Books (Whether Authors Want It or Not) (PCMag) AI image generators are getting better by getting worse (The Verge) Inside the Invitation-Only Stock Market for the Wealthy (WSJ) 🎧 The Ride Home - 2025 Wrapped Learn more about your ad choices. Visit megaphone.fm/adchoices