News

Bloomberg: Boom’s move to modify its supersonic engine to power AI data centers is another example of industrial capacity being repurposed to serve the AI supply chain  —  Hello and welcome to the newsletter, a grab bag of daily content… Read More »Boom’s move to modify its supersonic engine to power AI data centers is another example of industrial capacity being repurposed to serve the AI supply chain (Bloomberg)

Zijing Wu / Financial Times: Sources: China added AI chips from Chinese groups to its government-approved list of suppliers for the first time, before Trump’s move to allow Nvidia exports  —  Beijing encouraged purchase of Huawei and Cambricon processors before… Read More »Sources: China added AI chips from Chinese groups to its government-approved list of suppliers for the first time, before Trump’s move to allow Nvidia exports (Zijing Wu/Financial Times)

Wall Street Journal: Sources: at a November meeting in the Oval Office, Jensen Huang told President Trump that a flurry of state AI laws could cause the US to lose the AI race  —  Debate over pre-emption of state laws… Read More »Sources: at a November meeting in the Oval Office, Jensen Huang told President Trump that a flurry of state AI laws could cause the US to lose the AI race (Wall Street Journal)

Ben Casselman / New York Times: 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”  —  The findings are the latest example of… Read More »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)

Kendra Barnett / Adweek: PubMatic partners with Kontext to let advertisers choose the chatbots they’d like to appear in and use Kontext’s tech to generate ads that fit the chatbot chats  —  The integration enables advertisers to buy ads across… Read More »PubMatic partners with Kontext to let advertisers choose the chatbots they’d like to appear in and use Kontext’s tech to generate ads that fit the chatbot chats (Kendra Barnett/Adweek)

Carl Franzen / VentureBeat: Chinese AI startup Z.ai releases the GLM-4.6V series of vision models, with support for native function calling, available with 106B and 9B parameters  —  The release includes two models in “large” and “small” sizes:  — GLM-4.6V… Read More »Chinese AI startup Z.ai releases the GLM-4.6V series of vision models, with support for native function calling, available with 106B and 9B parameters (Carl Franzen/VentureBeat)

Luke Bouma / Cord Cutters News: Crunchyroll announces it is shutting down its free ad-supported streaming option on December 31; Crunchyroll subscriptions start at $7.99/month or $79.99/year  —  Crunchyroll will eliminate its ad-supported free tier on December 31, 2025, ending… Read More »Crunchyroll announces it is shutting down its free ad-supported streaming option on December 31; Crunchyroll subscriptions start at $7.99/month or $79.99/year (Luke Bouma/Cord Cutters News)

Abner Li / 9to5Google: 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  —  After missing out on last… Read More »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)

Juby Babu / Reuters: Report: SpaceX is expected to make around $15B in revenue in 2025, increasing to between $22B and $24B in 2026, with the majority coming from Starlink  —  Elon Musk’s SpaceX is moving ahead with plans for… Read More »Report: SpaceX is expected to make around $15B in revenue in 2025, increasing to between $22B and $24B in 2026, with the majority coming from Starlink (Juby Babu/Reuters)

Colin Demarest / Axios: 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  —  The U.S. Navy and Palantir Technologies on Tuesday announced “ShipOS,”… Read More »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)