#TechMeme
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Brent Liang / @liangsays:

spatial intelligence is "the scaffolding upon which our cognition is built" and contributed to multiple civilization-defining moments from @drfeifei's manifesto "from words to worlds", released under @theworldlabs [image]
November 12, 2025 at 2:42 PM
Fei-Fei Li's World Labs launches Marble, its first world model to let users turn prompts, photos, and other media into editable 3D environments, after a beta (Rebecca Bellan/TechCrunch)

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November 12, 2025 at 2:41 PM
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Tae Kim / @firstadopter:

Nvidia NVL72 AI server maker Foxconn says Q4 rack server shipments expected to be up "high double digits" sequentially. That's a lot. [image]
November 12, 2025 at 2:32 PM
Airbnb plans to launch a three-month pilot on January 5 to let guests order groceries via Instacart within its app for rentals in Phoenix, Orlando, and LA (Natalie Lung/Bloomberg)

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November 12, 2025 at 2:31 PM
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The Cyber Security & Resilience Bill will be introduced to Parliament in the Commons today.

We've all seen how our public services & businesses can be crippled by cyber attacks, costing £15b a year.

This bill aims to help protect our key services like the NHS, transport & energy from attacks.

1/3
Tough new laws to strengthen the UK's defences against cyber attacks on NHS, transport and energy
Proposed new laws will strengthen cyber defences for essential public services like healthcare, drinking water providers, transport and energy.
www.gov.uk
November 12, 2025 at 2:27 PM
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“.. You won’t always need a Porsche 911 engine to run these workloads, a VW engine will do fine.”

A good look at the “generous accounting assumptions” that are underpinning the entire AI economy.

@opinion.bloomberg.com
www.bloomberg.com/opinion/arti...
November 12, 2025 at 2:17 PM
Indian investment app Groww raised ~$748M in its Indian IPO, closing up 29% and giving it a ~$9B market cap; Groww is the first Indian YC-backed startup to IPO (Jagmeet Singh/TechCrunch)

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November 12, 2025 at 2:06 PM
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@iampaulgrewal:

Today @Coinbase is announcing our decision to leave Delaware and reincorporate in Texas. This decision was not made lightly, but we'll always do what's best for our customers, our employees, and our shareholders. 1/6
November 12, 2025 at 2:03 PM
Coinbase plans to move its incorporation from Delaware to Texas, saying Delaware "once provided companies with consistency" but now has "unpredictable outcomes" (Ari Levy/CNBC)

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November 12, 2025 at 2:01 PM
Tel Aviv-based Sweet Security, which helps spot abnormal cloud infrastructure behavior, raised $75M led by Evolution Equity, taking its total funding to $120M (Marissa Newman/Bloomberg)

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November 12, 2025 at 1:51 PM
Deezer-Ipsos survey of 9,000 music listeners in eight countries: 97% can't distinguish AI-generated music, 73% support clear labelling of AI tracks, and more (Jaspreet Singh/Reuters)

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November 12, 2025 at 1:31 PM
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During course of 6 month look into illegal streaming went on a bit of a journey with firesticks. Effectively they were too open to piracy, but things - Amazon say - have changed. This article gives you a snapshot. Full audio doc linked in 🧵
@theathleticfc.bsky.social
www.nytimes.com/athletic/677...
Amazon steps up attempts to block illegal sports streaming via Fire TV Sticks
The U.S. company will block apps loaded onto all of its Fire Stick devices that are identified as providing pirated content
www.nytimes.com
November 12, 2025 at 1:03 PM
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November 12, 2025 at 12:58 PM
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@four:

Private AI Compute combines the privacy you expect of on-device AI with the best and latest Gemini models in the cloud. By using one seamless Google stack, we're uniquely able to offer this high standard of security. https://blog.google/...
November 12, 2025 at 12:57 PM
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@royalhansen:

A great example of using the best of software engineering, privacy enhancing technology and AI in the service of flexible, secure and private computing https://blog.google/...
November 12, 2025 at 12:57 PM
Boston-based Teradar, which aims to launch a solid-state sensor for autonomous cars in 2028 that it says can outperform lidar and radar, raised a $150M Series B (Sean O'Kane/TechCrunch)

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November 12, 2025 at 12:56 PM
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"Emotional conversations were also common in the conversations analyzed by The Post... In some chats, the AI tool could be seen adapting to match a user’s viewpoint, creating a kind of personalized echo chamber in which ChatGPT endorsed falsehoods and conspiracy theories."
How people really use ChatGPT, according to 47,000 conversations shared online
What do people ask the popular chatbot? We analyzed thousands of chats to identify common topics discussed by users and patterns in ChatGPT’s responses.
www.washingtonpost.com
November 12, 2025 at 12:47 PM
An analysis of 47,000 publicly shared ChatGPT conversations: ~10% related to emotional or mental health, ChatGPT exhibits a "default to yes" behavior, and more (Washington Post)

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November 12, 2025 at 12:36 PM
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Ross Hendricks / @ross__hendricks:

@thexcapitalist Wrong. Hyperscalers will become better businesses if they stop torching endless amounts of capital on rapidly depreciating GPUs. Nvidia will get wrecked.
November 12, 2025 at 12:34 PM
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Robin Monotti / @robinmonotti:

I hope Michael Burry has good security. He has called fraud on US Big Tech earnings. He is of course correct.
November 12, 2025 at 12:33 PM
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T Ay / @ayedtay:

@bubblebabyboi I don't think burry understands how these gpus are used H100 was released in 2022 and they're still being used and rented out for about the same price I don't think 5 or 6 years useful time is all that crazy
November 12, 2025 at 12:33 PM
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NEW: Google is taking legal action against Chinese cybercriminals responsible for sending out millions of scam text messages—including those parcel delivery scams.

Google hopes the lawsuit will help to disrupt the scammers' sprawling infrastructure
This Is the Platform Google Claims Is Behind a 'Staggering’ Scam Text Operation
Google is suing 25 people it alleges are behind a “relentless” scam text operation that uses a phishing-as-a-service platform called Lighthouse.
www.wired.com
November 12, 2025 at 12:32 PM
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Probably worth noting that Michael Burry is the guy who predicted the subprime mortgage bubble and got rich when the "smarter people" gleefully let him bet against them.
Michael Burry's warning that hyperscalers are underestimating AI chip depreciation shows that tech investors may have forgotten how much depreciation can hurt (Chris Bryant/Bloomberg)

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November 12, 2025 at 12:29 PM
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@jg_nuke:

Don't forget those Neoclouds also, Doctor Burry. $CRWV uses the same 6 year straight line depreciation for their GPUs, which will be lucky to last 4.
November 12, 2025 at 12:28 PM
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Samantha LaDuc / @samanthaladuc:

What's this? Forensic accounting bubble-buster Burry claiming hyperscalers are underestimating depreciation and overestimating earnings. Market, show me you care! $CRWV $NVDA #MAG7
November 12, 2025 at 12:28 PM