Memorandum
Daily insights for leaders in tech.
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Grok faces EU deepfake probe, Apple expands video podcasts, Nexperia secures $60M loan, and S&P 500 futures dip before U.S. reopening.
Anthropic faces Pentagon tensions over Claude, ByteDance adds Seedance safeguards, Homeland Security issues subpoenas, and top tech CEOs attend India’s AI summit.
A wave of high-profile resignations reveals mounting tension between commercial ambition and safety oversight at leading AI labs.
OpenAI retires GPT-4o sparking emotional backlash, Russia blocks WhatsApp nationwide, and Bitcoin Ponzi CEO receives 20-year prison sentence.
OpenAI launches a 1,000-token-per-second GPT-5.3-Codex-Spark; Trump revokes the EPA's greenhouse gas ruling; and Palo Alto avoids attributing a cyberattack to China.
T-Mobile launches network-level live translation, Mistral commits €1.2B to Swedish AI infrastructure, and Meta faces trial over teen addiction claims.
Spotify hits a record number of users from Wrapped, Apple, and Google tweak UK app stores, and Macron urges European emergency action measures.
ByteDance’s Seedance sparks China’s AI stock rally, OpenAI nears historic funding milestone, and Japan’s markets soar after landslide election victory.
The Netflix–Warner Bros. merger strains rivals, investors favor smaller tech stocks, Epstein’s ties widen, and Takaichi wins Japan’s top election.
The AI boom isn’t just reshaping data centers—it’s quietly raising the cost of everyday devices by starving them of memory, chips, and priority.
OpenAI negotiates a UAE-specific ChatGPT, EU orders TikTok to curb addictive features, and global chip sales approach $1T.
Spotify moves into physical books, Alphabet posts AI-fueled earnings surge, and massive Conduent breach exposes sensitive government contractor data nationwide.
