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heise | heise Update vom 10. Oktober 2025: Lesetipps fürs Wochenende
Der wöchentliche Newsletter von heise dieses Mal mit den Themen Live-Übersetzung, KI-Browsern, Streaming-Abos per VPN, Überwachungskameras und Home Assistant.

ChatGPT was 2025's most downloaded free app in the US iOS App Store, up from No. 4 in 2024, followed by Threads, Google, TikTok, WhatsApp, and Instagram (Sarah Perez/TechCrunch)
https://techcrunch.com/2025/12/10/chatgpt-is-apples-most-downloaded…

ChatGPT is Apple's most downloaded app of 2025 in the US | TechCrunch
This is ChatGPT's first year as the No. 1 app on the U.S. App Store by downloads.

✅ Settler colonialism
✅ Apartheid
✅ Ethnic cleansing
✅ Genocide
https://www.theguardian.com/world/2025/dec/08/yellow-line-that-divides-gaza-under-trump-plan-is-new-border-for-israel-says…

https://www.npr.org/2025/11/07/nx-s1-5597010/openai-atlas-browser-chatgpt-data-privacy

https://www.billboard.com/pro/taylor-swift-sabrina-carpenter-impersonators-scam-fans-2025/
TAYLOR SWIFT, SABRINA CARPENTER IMPERSONATORS SCAM FANS OUT OF $5.3 BILLION IN 2025: REPORT

Taylor Swift, Sabrina Carpenter Impersonators Scam Fans Out of $5.3 Billion in 2025: Report
Taylor Swift, Sabrina Carpenter impersonators scammed fans out of $5.3 billion in 2025 as AI-powered fraud surged, a new report reveals.

My brilliant @… colleagues beat me to it. The evaluation for #Antarctica is out before I have done the model protocol paper! It's a great piece of work and if you're interested in high resolution climate information from RCMs, read it ❄️🌊🥼⚒️
https://egusphere.copernicus.org/preprints/2025/egusphere-2025-4214/

André’s rebuttal of the comically obtuse Ruby Central nonsense is striking in its clarity
https://andre.arko.net/2025/10/09/the-rubygems-security-incident/

1/2 In which I cover a couple of the weird/scary aspects of the #genAI bubble and try to get a feel what the post-bubble hangover will feel like. Tl;dr: Not like the dot-com bust. https://www.tbray.org/ong…

After the Bubble

Survey of 1,458 US teens: 64% use AI chatbots, and 28% use them daily; 59% say they use ChatGPT, 23% Gemini, 20% Meta AI, 14% Copilot, and 9% Character.ai (Pew Research Center)
https://www.pewresearch.org/internet/2025/12/09/teens-social-media-and-ai-…

Teens, Social Media and AI Chatbots 2025
Roughly one-in-five U.S. teens say they are on TikTok and YouTube almost constantly. At the same time, 64% of teens say they use chatbots, including about three-in-ten who do so daily.

The Privacy Paradox
Hadn’t realised that this short piece on privacy by Al Jazeera that I contributed to had aired. Apparently did mid August :)
https://www.aljazeera.com/video/aljazeerauntangles/2025/8/13/the-privacy-paradox

The Privacy Paradox
We claim to value privacy, but surrender it daily, often without knowing.

I wonder how many air traffic controllers will come back to work once they get paid again and how many people want to become air traffic controllers now that the government has shown utter disdain for them.
https://www.theguardian.com/us-news/2025/nov/09/flight-cancellations-government-shutdown

Europäische Temu-Büros durchsucht
Temus europäische Niederlassung ist durchsucht worden. Anlass ist der Verdacht verbotener ausländischer Subventionen.
https://www.heise.de/news/Europaeische-Tem

CoreWeave reports Q3 revenue up 134% YoY to $1.36B, vs. $1.29B est., and a net loss of $110M, down from $360M a year ago; CRWV is up 164% since its March IPO (Jordan Novet/CNBC)
https://www.cnbc.com/2025/11/10/coreweave-crwv-q3-earnings-report-2025.html…

CoreWeave's revenue more than doubles as AI buildout expansion accelerates
On top of deals with Meta and OpenAI, CoreWeave pointed to expansions from a large unnamed customer in the third quarter.

“Israeli soldiers have described a free-for-all in Gaza and a breakdown in norms and legal constraints, with civilians killed at the whim of individual officers, according to testimony in a TV documentary.
“If you want to shoot without restraint, you can,” Daniel, the commander of an Israel Defense Forces (IDF) tank unit, says in Breaking Ranks: Inside Israel’s War, due to be broadcast in the UK on ITV on Monday evening.
Some of the IDF soldiers who talked to the programme reques…

"AI-Powered Price Optimization": US-Zustelldienst Instacart manipuliert Preise
Sogar bei Selbstabholung setzt Instacart für bestellte Lebensmittel höhere Preise an, individuell unterschiedlich. Selbes Produkt, selbe Zeit, selbe Filiale.

An overview of AI in 2025, including arguments for and against above-trend model capabilities growth, the state of evals, and the safety of reasoning models (Gavin Leech/LessWrong)
https://www.lesswrong.com/posts/Q9ewXs8pQSAX5vL7H/ai-in-2025-gestalt

AI in 2025: gestalt — LessWrong
This is the editorial for this year’s "Shallow Review of AI Safety". (It got long enough to stand alone.)  …

Looking forward to seeing some of you at Defuse Dublin tonight at The Sugar Club.
Event is not ticketed (first come, first serve) and doors open at 7PM.
#DefuseDublin

Beschwerde: Karlsruhe stoppt umstrittene DNS-Überwachung einstweilig
Das Verfassungsgericht hat die Anordnung eines Amtsgerichts zur Überwachung von DNS-Anfragen auf eine bestimmte Domain nach Beschwerde des Providers ausgesetzt.

Menlo Ventures: business spending on generative AI hit $37B in 2025, up from $11.5B in 2024; Anthropic's share of enterprise LLM spend grew from 24% to 40% YoY (Menlo Ventures)
https://menlovc.com/perspective/2025-the-state-of-generative-ai-in-the-enter…

2025: The State of Generative AI in the Enterprise | Menlo Ventures
For all the fears of over-investment, AI is spreading across enterprises at a pace with no precedent in modern software history.

Funny how decent people don’t want to be involved with génocidaires.
#Eurovision #eurovision2026 #eurovisionSongContest

Etwas mehr der heute besonders häufig geteilten #News:
BSI prüft Passwort-Manager: Einige ermöglichen theoretisch Herstellerzugriff

Investment in subsea cable projects is expected to reach $13B between 2025 and 2027, almost 2x the amount invested between 2022 and 2024, driven by AI buildout (Magdalena Petrova/CNBC)
https://www.cnbc.com/2025/11/08/big-tech-ai-underwater-cables.html

Underwater cables are a vital piece of the AI buildout and internet — investment is booming
Over 95% of international data and voice traffic travels through subsea telecom cables. Tech giants Meta, Google, Amazon and Microsoft are investing for AI.

Welcome to Amerikkka. https://mas.to/@FantasticalEconomics/115692008756359765

Social-Media-Verbot in Australien tritt in Kraft: Jugendliche verlieren Accounts
Ab Mittwoch müssen TikTok, Instagram & Co. australische Nutzer unter 16 Jahren sperren. Die Plattformen setzen auf Gesichtserkennung – mit Problemen.

Ofcom: UK porn traffic has now settled at a "lower level" since the start of age checks; VPN users rose to a peak of 1.4M in mid-August and now stand at 900K (The Guardian)
https://www.theguardian.com/society/2025/dec/10/uk-porn-traf…

I don’t know if this is a sick burn (by a FOSDEM organiser spilling the truth about FOSDEM) or an own goal.
🤷‍♂️ https://pleroma.debian.social/objects/f49df30a-d65e-4195-833d-29b7481b3aba

Die IT-Branche galt lange als sicherer Hafen – für viele Freelancer bröckelt dieses Bild gerade spürbar. 🧑‍💻📉
Zum Artikel: https://heise.de/-11108309?wt_mc=sm.red.ho.mastodon.mastodon.md_beitraege.md_beitraege&utm_source=mast…

Australia's ban on social media for users aged under 16 comes into effect; platforms that do not comply risk fines of up to AU$49.5M (Josh Taylor/The Guardian)
https://www.theguardian.com/australia-news/2025/dec/09/australia-u…

What’s amazing to me is that *anyone* still visits the US as a tourist.
“Hey, I know, let’s go to Fascistland… maybe we’ll get deported to fuck-knows-where and it’ll be a real adventure!” https://mastodon.online/@mastodonmigration/115696148277070484

Mastodon Migration (@mastodonmigration@mastodon.online)
Attached: 1 image Simply remarkable fall off in tourism to the United States. "The US is down at least $30 billion in tourism for 2025. International boycotts and a loss in appeal to visit due to Donald Trump has resulted in millions of trips canceled." source: Anonymous on Bluesky

Zum Abend noch einige der heute besonders häufig geteilten #News:
Elektronische Patientenakte: Kelber kritisiert Sicherheit und Reklamekampagne

Duve, which offers AI-powered guest management tools for hotels, raised a $60M Series B led by Susquehanna Growth, bringing its total funding to $85M (Adriana Lee/Skift)
https://skift.com/2025/12/09/duve-60-million-series-b-hotels-guest-management/

Duve Raises $60 Million to Expand AI Guest Management Platform for Hotels
Duve raised a $60 million Series B to expand its AI-powered guest management platform for hotels worldwide, the company announced Tuesday, bringing total

Reduced to the Max: Pebble-Ring für Sprachnotizen hat nur einen Knopf
Ein Mikrofon am Zeigefinger springt nur an, wenn der Daumen den Knopf drückt. Der Pebble Index 01 dient zunächst für Sprachnotizen und Musiksteuerung.

OpenAI says the cyber capabilities of its frontier AI models are accelerating and warns that upcoming models are likely to pose a "high" risk (Ina Fried/Axios)
https://www.axios.com/2025/12/10/openai-new-models-cybersecurity-risks

Exclusive: New OpenAI models likely pose "high" cybersecurity risk, company says
OpenAI says it's stepping up efforts to protect against attacks.

Russische Schattenflotte: AIS-Manipulation hat sich verdoppelt
Eine Datenanalyse zeigt: Schiffe der russischen Schattenflotte schalten ihre Ortungssysteme doppelt so oft ab wie vor dem Ukraine-Krieg. Mit großen Risiken.

TikTok launches a podcast series called TikTok in the Mix, featuring four 30-minute episodes streamed live on TikTok; the first episode stars Demi Lovato (Jem Aswad/Variety)
https://variety.com/2025/digital/news/tiktok-live-podcast-demi-lovato-1236605034/

TikTok Announces Live Podcast Series, Launching With Demi Lovato
TikTok is launching a live podcast series called 'TikTok in the Mix' that premieres on Thursday with special guest Demi Lovato.

Alexa : Neue Features sollen zum Shoppen anregen
Amazon ergänzt seine Sprachassistentin Alexa in den USA um neue Features, die zum Geldausgeben anregen sollen. Dazu gehören auch Geschenkempfehlungen.
https://www.

The European Commission says Apple and Google's Android-iPhone data transfer tool, which will be available globally, is an example of the benefits of the DMA (Chance Miller/9to5Mac)
https://9to5mac.com/2025/12/09/iphone-android-switching-ios-26/

EU says easier iPhone-Android switching is proof the DMA is working - 9to5Mac
The EU says Apple and Google’s new iPhone-Android switching tools show the DMA is working, delivering easier, faster data transfers for users.

ESTA: USA wollen auch Social-Media-Konten von Einreisenden aus Europa prüfen
Für einen USA-Urlaub müssen Menschen aus Europa bislang noch nicht allzu viel preisgeben. Das könnte sich bald ändern, wenn es nach dem US-Grenzschutz geht.

Circle launches USDCx, a privacy-focused version of its USDC stablecoin on the Aleo blockchain, to give users "banking-level privacy" with a "compliance record" (Ben Weiss/Fortune)
https://fortune.com/2025/12/09/circle-privacy-stablecoin-aleo-uds…

Exclusive: Circle stablecoin for ‘banking-level privacy’ to launch on Aleo blockchain
Blockchains make data public, but Aleo founder Howard Wu hopes to lure big banks and institutions to crypto through semi-private stablecoins.

Noch einige der zuletzt hier besonders häufig geteilten #News:
Markenrechte von X aufgegeben: Neues soziales Netzwerk soll „Twitter“ heißen

Sources: Meta is pursuing a new Llama successor and frontier AI model, codenamed Avocado, set for release in Q1 2026, and it could be a proprietary model (Jonathan Vanian/CNBC)
https://www.cnbc.com/2025/12/09/meta-avocado-ai-strategy-issues.html

From Llamas to Avocados: Meta's shifting AI strategy is causing internal confusion
Meta’s push to develop its next frontier model, codenamed Avocado, under new AI leadership is creating internal friction as it races rivals OpenAI and Google.

EU setzt sich neues Ziel für den Klimaschutz
Im Kampf gegen den Klimawandel einigt sich die EU auf ein neues Ziel – mit Hilfe aus dem Ausland. Für Verbraucher gibt es in Sachen Tanken und Heizen Neues.
https://www.

Google adds new pinch and wrist gestures to the Pixel Watch 4 and says Watch 3 and Watch 4 will now use an on-device Gemma-based AI model for Smart Replies (Abner Li/9to5Google)
https://9to5google.com/2025/12/09/pixel-watch-4-gestures/

Pixel Watch 4 adding pinch and wrist gestures, faster Smart Replies
After missing out on last month’s Feature Drop, Google is rolling out a sizable Pixel Watch 4 update this month that adds one-handed gestures.

Einige der zuletzt hier besonders häufig geteilten #News:
Elektronische Patientenakte: Kelber kritisiert Sicherheit und Reklamekampagne

The US CFTC launches a pilot program allowing BTC, ETH, and USDC to be used as collateral in US derivatives markets (CoinDesk)
https://www.coindesk.com/policy/2025/12/08/cftc-launches-digital-assets-pilot-allowing-bitcoi…

BTC, ETH, USDC as Collateral in CFTC Crypto Pilot
Acting Chair Caroline Pham has unveiled a first-of-its-kind U.S. program to permit tokenized collateral in derivatives markets, citing "clear guardrails" for firms.

Mittwoch: Facebook-Redesign nach IG-Vorbild, Pebble-Ring für kurze Sprachnotizen
Vereinfachung von Facebook Pebble-Ring minimalistisch Google Photos als Androids Video-Editor Russland-Schiffe ohne AIS Negativpreis für Social-Media

The US Navy and Palantir announce ShipOS, saying the software will speed up shipbuilding and improve supply chain visibility; the deal is valued at $448M (Colin Demarest/Axios)
https://www.axios.com/2025/12/09/navy-phelan-palantir-karp-shipos

Navy unveils "ShipOS" with Palantir to speed up shipbuilding
"This is, essentially, doing predictive work on supply chain management," CEO Alex Karp told reporters.

Google Photos wird zum Video-Editor für Android
Google Photos wird videolastiger. Ein neuer Video-Editor wird zum Standardprogramm für Android. Zudem sollen Nutzer mehr Videos basteln.
https://www.

Starcloud, which launched a satellite with a Nvidia H100 chip in November, says the satellite is running and querying responses from Google's Gemma (Pia Singh/CNBC)
https://www.cnbc.com/2025/12/10/nvidia-backed-starcloud-tr…

‘Greetings, earthlings’: Nvidia-backed Starcloud trains first AI model in space as orbital data center race heats up
The company's Starcloud-1 satellite is running Gemma, an open model from Google, marking the first time in history that an LLM has been trained in outer space.

Facebook überarbeitet Design und wird Instagram damit immer ähnlicher
Facebook will per Redesign einfacher bedienbar werden, einschließlich Navigation und Beitragserstellung. Auch der algorithmische Feed soll verbessert werden.

Oracle reports Q2 revenue up 14% YoY to $16.06B vs. $16.21B est., remaining performance obligations up 438% to $523B vs. $502B est.; ORCL drops 5% after hours (Jordan Novet/CNBC)
https://www.cnbc.com/2025/12/10/oracle-orcl-q2-earnings-report-2026.html

Oracle's stock slides 11% on revenue miss even as AI backlog soars
Oracle flagged new business from Meta and Nvidia in reporting a 438% increase in remaining performance obligations.

Glasfaser: Monopolkommission warnt vor Rückkehr alter Machtverhältnisse
Die Wende von Kupfer zu Glasfaser ist eine kritische Phase. Die Monopolwächter fordern eine stärkere Regulierung und Mindeststandards bei Wohnungsanschlüssen.

OpenAI says GPT‑5 instant and GPT‑5 thinking cut political bias by 30% from earlier models, and show greater robustness to charged prompts (Ashley Gold/Axios)
https://www.axios.com/2025/10/09/openai-gpt-5-least-biased-model

OpenAI says GPT-5 is its least biased model yet
New findings from OpenAI researchers found that "charged" prompts produced the most biased results.

3D-Druck: Start-up erzeugt preiswerte Streichinstrumente mit Studioklangqualität
Streichinstrumente in traditioneller Holzbauweise sind teuer. Es muss doch auch preiswerter bei gleicher Klangqualität gehen. Die Lösung ist 3D-Druck.

Tala Health, which plans to roll out AI agents to help clinicians improve patient care next year, raised a $100M seed led by Sofreh Capital (Allie Garfinkle/Fortune)
https://fortune.com/2025/11/04/tala-health-raises-100-million-se…

Tala Health raises $100 million seed round, as Ritankar Das seeks to build a holding company for the AI era
Titan Holdings has launched a new operating company, Tala Health, Fortune has exclusively learned.

Cyberangriff auf die CDU: Ermittlungen liegen jetzt beim Generalbundesanwalt
Im Fall des für Zugriff auf CDU-Infrastruktur genutzten Zero-Day-Exploits in Software von Check Point hat die Bundesanwaltschaft das Verfahren an sich gezogen.

Trump says the US would impose an extra 100% tariff on imports from China and export controls on "any and all critical software" from November 1 (Dan Mangan/CNBC)
https://www.cnbc.com/2025/10/10/trump-trade-tariffs-china-software.html

Trump puts extra 100% tariff on China imports, adds export controls on 'critical software'
President Trump's announcement followed a move by China imposing export controls on rare earths minerals from that nation.

Weltraumteleskop James Webb bestätigt die bislang früheste Supernova
Dank ausreichender Vorwarnzeit konnte das Weltraumteleskop James Webb die mit Abstand früheste Supernova erforschen. Ein Gammablitz hatte sie angekündigt.
…

YouTube TV plans to launch over 10 genre-specific, cheaper YouTube TV Plans in early 2026, including a Sports Plan featuring ESPN Unlimited and Fox Sports 1 (Todd Spangler/Variety)
https://variety.com/2025/tv/news/youtube-tv-plans-ge…

YouTube TV Plans Launching in 2026 With 10+ Genre-Specific Packages
In early 2026, YouTube plans to launch YouTube TV Plans, over 10 genre-specific packages including a sports tier with ESPN, FS1 and NBC Sports Network.

„Routine“ im Test: Im Weltraum hört dich jeder laufen
„Routine“ ist ein kurzer, visuell umwerfender Reparaturbesuch auf einer Mondbasis mit Mörderbots, der sich manchmal selbst im Weg steht.
https://www.

Majestic Labs, which makes patent-pending server architecture that promises more memory capacity, raised $100M, including a $71M Series A led by Bow Wave (Jennifer Elias/CNBC)
https://www.cnbc.com/2025/11/10/majestic-labs-meta-google-ai-funding.html
…

Former Google, Meta executives raise $100 million for high-capacity AI servers startup
The three plan to sell high-memory server technology.

Weltraumteleskop James Webb: "Erster richtiger Beweis" für erste Sterngeneration
Viel zu große Schwarze Löcher kurz nach dem Urknall haben die Astronomie vor ein Rätsel gestellt. Nun wurden Sterne entdeckt, die sie ermöglicht haben sollen.

Rivian spins off Mind Robotics as a new stand-alone industrial AI and robotics company; Mind Robotics raised a $115M seed led by Eclipse (Sean O'Kane/TechCrunch)
https://techcrunch.com/2025/11/04/rivian-creates-another-spinoff-company-called…

Rivian creates another spinoff company called Mind Robotics | TechCrunch
It's the second time this year Rivian has spun out a new company, after it created micromobility startup Also in March.

NASAs Aviris-5 spürt Lithium und andere Mineralien vom Flugzeug aus auf
Mit einem neuen Bildspektrometer der NASA kann auf Mineralienvorkommen im Boden geschlossen werden. Der Sensor dafür ist in einem Flugzeug untergebracht.

Reddit starts a limited test of verified profiles, an opt-in feature that places a gray checkmark beside the usernames of notable people or businesses (Amanda Silberling/TechCrunch)
https://techcrunch.com/2025/12/10/reddit-is-testing-verification-badges/

Reddit is testing verification badges | TechCrunch
Verified users will actually be notable figures, not just people who paid for the checkmark.

Pixel Watch: WearOS 6.1 bringt neue Gesten und Smart Replies
Google hat für seine Pixel-Watches ein größeres Update auf Wear OS 6.1 veröffentlicht. Vor allem das neueste Modell erhält damit neue Funktionen.
http…

Sources: Lip-Bu Tan's dual roles as Intel CEO and tech investor cause consternation in the industry and at Intel; four ex-Intel execs say it caused them to exit (New York Times)
https://www.nytimes.com/2025/12/10/technology/lip-bu-tan-intel-ceo-investor.h…

Does the Job of C.E.O. or Private Investor Come First? Intel’s Chief Is Juggling That Question.
Lip-Bu Tan, who was appointed chief executive of Intel in March, is also a longtime venture capitalist. His dual roles have caused some consternation.

Linux-Kernel: Rust-Support offiziell abgesegnet
Rust wird Assembler und C bei der Programmierung des Linux-Kernels ebenbürtig – zumindest offiziell, denn praktisch gibt es noch viel zu tun.
https://www.

Google launches a cheaper AI Plus plan in India, costing ~$2.21 per month for the first six months and ~$4.44 thereafter, to compete with ChatGPT Go (Ivan Mehta/TechCrunch)
https://techcrunch.com/2025/12/10/google-launches-sub-5-ai-pl…

Google launches sub-$5 AI Plus plan in India to compete with ChatGPT Go | TechCrunch
For new users in India, Google is offering an AI Plus subscription for ₹199 ($2.21) for the first six months, after which you'll have to pay ₹399 ($4.44).

Kehrtwende: Parlament verschiebt Schweizer UKW-Abschaltung
Die Schweizer Regierung wollte schon 2017 weg von UKW-Radios. Nun hat das Parlament eine Verlängerung des Radioempfangs via Ultrakurzwelle gefordert.
http…

Google Photos launches new video editing tools, including specialized templates with preset music and text overlays, as well as a redesigned video editor (Lauren Forristal/TechCrunch)
https://techcrunch.com/2025/12/09/google-photos-launches-new-video-editing…

Google Photos launches new video editing tools | TechCrunch
Google Photos' new update helps make editing video reels in the app quicker, such as new templates that already add music and text to clips.

KI soll mit Daten der Apple Watch vor Krankheiten warnen
Eine neue Studie nutzt einen großen Satz Apple-Watch-Daten, um mit KI Krankheitsrisiken zu erkennen. Die Ergebnisse sind offenbar äußerst vielversprechend.
h…

Amazon plans to let authors offer their DRM-free ebooks in the EPUB and PDF formats through Kindle Direct Publishing, starting January 20, 2026 (Sarah Perez/TechCrunch)
https://techcrunch.com/2025/12/10/amazon-chan…

Amazon changes how copyright protection is applied to Kindle Direct's self-published ebooks | TechCrunch
Amazon says its Kindle Direct DRM-free titles will be available as PDFs and EPUB files going forward.

heise | Mission Müllabfuhr: Warum Weltraumschrott uns alle betrifft
Von Navigation bis Wettervorhersage – die moderne Welt hängt an Satelliten. Die Müllwolke im Orbit droht alles zum Absturz zu bringen. Doch es gibt Lösungen.
<…

President Trump threatens a "massive increase of Tariffs" on Chinese products, in response to export controls that China imposed on rare earth minerals (Dan Mangan/CNBC)
https://www.cnbc.com/2025/10/10/trump-china-tariffs-rare-earths.html

Trump threatens 'massive' tariff hike on China over rare earths dispute
Stock markets dropped on Trump's bellicose Truth Social post that said China is "becoming very hostile" in seeking tough export controls on rare earths.

KI-Update kompakt: Googles KI, Strommangel, Desinformation, Quellenangaben
Das „KI-Update“ liefert dreimal pro Woche eine Zusammenfassung der wichtigsten KI-Entwicklungen.
https://www.

Some Biden-era officials say access to Nvidia chips could help China's AI companies buy time while China's chip makers improve their chips' performance (Meaghan Tobin/New York Times)
https://www.nytimes.com/2025/12/09/business/china-gains-trump-nvi…

How Much Could China Gain From Access to Powerful Nvidia Chips?
President Trump said Nvidia can export some chips. But years of U.S. restrictions have propelled China to make everything it needs for advanced A.I.

EU-Gericht senkt Strafe gegen Intel erneut
Die ursprünglich über 1 Milliarde Euro hohe Strafe gegen Intel wegen Missbrauch seiner marktbeherrschenden Stellung wurde vom EU-Gericht erneut gesenkt.
https://www.

Mistral launches Devstral 2, a coding model with 123B parameters requiring at least four H100 GPUs, and a 24B parameter Devstral Small for local deployment (Anna Heim/TechCrunch)
https://techcrunch.com/2025/12/09/mistral-ai-surfs-vibe-coding-t…

Mistral AI surfs vibe-coding tailwinds with new coding models | TechCrunch
French AI startup Mistral today launched Devstral 2, a new generation of its AI model designed for coding, as the company seeks to catch up to bigger AI labs like Anthropic and other coding-focused LLMs.

Amazon will invest $35B in India's cloud and AI sector by 2030, adding to the ~$40B it has invested in the country, and says the plan will create 1M more jobs (Dylan Butts/CNBC)
https://www.cnbc.com/2025/12/10/amazon-ple

Amazon pledges a massive $35 billion worth of investments in India’s AI space through 2030
Amazon has committed to investing $$35 billion in India’s cloud and AI space by 2030, as hyperscalers race to get a foothold in the market.

Govini, a Palantir competitor whose AI software Ark helps militaries manage product lifecycles, raised $150M led by Bain and says it hit $100M in ARR (Samantha Subin/CNBC)
https://www.cnbc.com/2025/10/10/defense-tech-govini-palantir-revenue.html

Govini, a defense tech startup taking on Palantir, hits $100 million in annual recurring revenue
Defense tech startup Govini said it has surpassed $100 million in annual recurring revenue and secured a $150 million investment from Bain Capital.

Study: ~200 Instacart shoppers in four US cities were shown different prices for the same 20 grocery items; Instacart confirms it is running short term "tests" (Ben Casselman/New York Times)
https://www.nytimes.com/2025/12/09/business/instacart-algori…

Same Product, Same Store, but on Instacart, Prices Might Differ
The findings are the latest example of how the notion of a single price is breaking down in the digital age, a trend economists say could be pushing up some prices.

Google releases fully managed, remote MCP servers to help developers connect AI agents to services such as Maps, BigQuery, Compute Engine, and Kubernetes Engine (Rebecca Bellan/TechCrunch)
https://techcrunch.com/2025/12/10/google-is-going-all-in…

Google launches managed MCP servers that let AI agents simply plug into its tools | TechCrunch
Google is rolling out managed MCP servers to make its services “agent-ready by design,” starting with Maps and BigQuery, aiming to simplify messy integrations and help AI agents use real tools.

Nexperia's former CEO Frans Scheper says Wingtech, which bought the Dutch chipmaker in 2019, quickly plotted to send Nexperia's research and IP to China (New York Times)
https://www.nytimes.com/2025/12/10/world/a

Chip Company Plotted to Send Technology to China, Ex-C.E.O. Says
The former chief executive of Nexperia, a Dutch chipmaker, said Dutch officials had known for years that the company’s Chinese owner sought to move its technology to China.

President Trump letting Nvidia sell advanced AI chips to China reverses decades of US tech restrictions on its adversaries, giving China a boost in the AI race (David E. Sanger/New York Times)
https://www.nytimes.com/2025/12/09/us/politics/trump-nvidia-ai-chip…

Trump’s Nvidia Chip Deal Reverses Decades of Technology Restrictions
President Trump’s decision to allow Nvidia to sell its chips to China has raised questions about whether he is prioritizing short-term economic gain over long-term American security interests.

Neros, which makes low-cost, military FPV drones in the US, raised $75M led by Sequoia, bringing its total funding to $121M, and won a US Army contract (Farah Stockman/New York Times)
https://www.nytimes.com/2025/11/10/business/neros-military-drones.html

The 20-Somethings Who Raised $121 Million to Build Military Drones
Neros, a company founded in 2023 by former teenage drone racers, won a coveted Army contract and is gaining popularity in the defense sector.

Campus, which is building an online alternative to community colleges, hires Meta's ex-VP of AI Jerome Pesenti as its CTO, and acquires his company Sizzle AI (Samantha Subin/CNBC)
https://www.cnbc.com/2025/10/10/sam-altman-college-startup-campus-meta-ai.htm…

Shaq, Sam Altman-backed college startup Campus taps former Meta AI head as CTO
As part of the deal, Campus will buy Pesenti's artificial intelligence learning platform Sizzle AI for an undisclosed amount.

A profile of Singapore-based Megaspeed, which bought $2B of Nvidia chips and is under US probe for possibly helping Chinese companies evade export controls (New York Times)
https://www.nytimes.com/2025/10/09/technology/nvidia-chips-china-megaspeed.html

A Mystery C.E.O. and Billions in Sales: Is China Buying Banned Nvidia Chips?
An executive of a Singaporean firm called Megaspeed socialized with Nvidia’s Jensen Huang. Now the company is being scrutinized by U.S. officials for its ties to China.

Gamma, which uses AI to help create presentations, social media posts, websites, and more, raised $68M at a $2.1B valuation and reports 600K paying users (Niko Gallogly/New York Times)
https://www.nytimes.com/2025/11/10/business/dealbook/gamma-ai-fundraise.html

Gamma, a PowerPoint for the A.I. Era, Raises $68 Million
The five-year-old start-up, which has just 52 employees and is profitable, is now valued at $2.1 billion by investors including Andreessen Horowitz.

Canada-based CoLab, which makes collaboration software for manufacturers, raised a $72M Series C led by Intrepid Growth Partners (Lucinda Shen/Axios)
https://www.axios.com/pro/all-deals/2025/11/10/manufacturing-software-colab-72-million
…

Exclusive: Manufacturing software startup CoLab raises $72 million
AI can accelerate manufacturing processes meaningfully.

Prezent, which offers an AI-powered presentation builder to enterprises, raised $30M at a $400M valuation, bringing its total raised to $74M (Ivan Mehta/TechCrunch)
https://techcrunch.com/2025/10/10/prezent-raises…

Prezent raises $30 million to acquire AI services firms -- starting with founder's other company | TechCrunch
Months after raising $20 million, enterprise-focused AI presentation startup Prezent is raising $30 million for acquisitions.

China suspends export restrictions for a year on five critical minerals to the US, including gallium and germanium, used to make certain types of semiconductors (Keith Bradsher/New York Times)
https://www.nytimes.com/2025/11/09/business/china-suspends-export-c…

China Suspends Export Controls on More Critical Minerals
The changes would make it easier for American firms to obtain key minerals, delivering on what the White House said the two countries had agreed to at last month’s summit.

Sources: this fall, Alexandr Wang told people that he disagreed with top Meta execs like Chris Cox and Andrew Bosworth, including on using Instagram data for AI (Eli Tan/New York Times)
https://www.nytimes.com/2025/12/10/technol

Meta’s New A.I. Superstars Are Chafing Against the Rest of the Company
An us-versus-them mentality has emerged between Meta’s top artificial intelligence team and longtime lieutenants to Mark Zuckerberg.

Scribe, which helps enterprises identify where AI and automation investments will yield genuine returns, raised a $75M Series C at a $1.3B post-money valuation (Jagmeet Singh/TechCrunch)
https://techcrunch.com/2025/11/10/scribe…

Scribe hits $1.3B valuation as it moves to show where AI will actually pay off | TechCrunch
Scribe Optimize is the startup's next major offering to help organizations identify where AI will be most useful.

China bans TechInsights from working with or receiving data from Chinese entities, citing national security concerns, after a report on Huawei's Ascend AI chips (Dylan Butts/CNBC)
https://www.cnbc.com/2025/10/10/china-blac

China blacklists major chip research firm TechInsights following report on Huawei
Beijing has banned semiconductor researcher TechInsights from working with or receiving data from entities in China.

Google says Cl0p hackers who exploited vulnerabilities in Oracle's E-Business Suite have stolen data from "dozens" of organizations since at least July 10 (Zack Whittaker/TechCrunch)
https://techcrunch.com/2025/10/09/dozens-of-o…

‘Dozens’ of organizations had data stolen in Oracle-linked hacks | TechCrunch
The mass-hacks targeting Oracle E-Business customers is the latest hacking campaign by Clop, an extortion group known for abusing security flaws in enterprise products to steal large amounts of sensitive data.

A profile of Mercor CEO Brendan Foody, who says Mercor is creating a new category of work; Mercor hit $500M ARR in September and pays contractors $1.5M daily (Rya Jetha/The San Francisco Standard)
https://sfstandard.com/2025/11/07/san-franci…

San Francisco’s youngest billionaires are betting on a new kind of job boom
Mercor’s 22-year-old CEO Brendan Foody imagines a future in which white-collar contractors earn riches teaching machines to behave like humans.

Nathan Calvin, general counsel of AI safety nonprofit Encode, says OpenAI used intimidation tactics to undermine California's SB 53 while it was being debated (Sharon Goldman/Fortune)
https://fortune.com/2025/10/1…

A 3-person policy nonprofit that worked on California’s AI safety law is publicly accusing OpenAI of intimidation tactics
In a widely read post on social media, the general counsel of Encode said OpenAI used subpoenas and political muscle to intimidate the firm and to undermine California’s new AI safety bill, all while falsely claiming the firm was funded by Elon Musk.

Kalshi raised a $300M Series D at a $5B valuation, expands to 140 countries, and is on track for $50B in annualized trading volume, up from $300M in 2024 (Michael J. de la Merced/New York Times)
https://www.nytimes.com/2025/10/10/business/dealb…

Kalshi, a Fast-Growing Prediction Market, Raises New Funds
The fund-raising round comes as online prediction marketplaces gain mainstream prominence.

eToro reports Q3 net contribution up 28% YoY to $215M, vs. $208M est., adjusted EBITDA up 43% to $78M, and announces a $150M share buyback; ETOR closed up 8% (CoinDesk)
https://www.coindesk.com/business/2025/11/10/eto…

EToro (ETOR) Third-Quarter Results Top Estimates on Crypto Trading Strength, KBW Says
The trading platform’s adjusted Ebitda beat expectations as higher crypto trading and net interest income offset weaker equities and commodities results.