Welcome back to your daily memorandum talking tech, business, AI, markets, and more. 🗞️

In today’s edition, we are tackling the following:

🕊️ Trump confirms Gaza ceasefire after Hamas agrees to phased peace plan.
💾 Discord data breach exposes government IDs from verification vendor.
💊 Amazon to deploy prescription kiosks across One Medical clinics.
🤖 SoftBank buys ABB’s robotics division for $5.4 billion.
🎬 Sora video app surpasses ChatGPT’s launch week downloads.

TECHNOLOGY

• Discord government IDs leaked data breach (The Verge) 
  _{^{More: Discord, PC Gamer, Malwarebytes}}

  • A third-party customer service provider breach exposed Discord user data, including government IDs used for age verification.

  • Hackers accessed names, emails, billing information, and a limited number of passport and driver's license images.

  • Discord revoked compromised vendor access; no passwords or full credit card numbers were stolen in the attack.

• OpenAI's Nick Turley on transforming ChatGPT into an operating system (TechCrunch) 
  _{^{More: VentureBeat, Axios, OpenAI Blog}}

  • ChatGPT head Nick Turley envisions the platform becoming an operating system with third-party apps reaching eight hundred million users.

  • Strategy draws inspiration from web browsers' evolution into a platform for applications over the past decade.

  • OpenAI is exploring a partitioned memory feature to give users fine-grained control over data shared with developers.

• Sora's downloads in its first week were nearly as big as ChatGPT's launch (TechCrunch) 
  _{^{More: CNBC, CNN Business, Gadget Hacks}}

  • Sora video app reached six hundred twenty-seven thousand iOS downloads in the first week, surpassing ChatGPT's launch.

  • App hit the number one position on the US App Store despite being invite-only with limited availability.

  • Daily downloads remained strong throughout the week, ranging from eighty-four thousand to one hundred eight thousand installs.

BUSINESS

• OpenAI's Nvidia, AMD deals boost $1 trillion AI boom with circular deals (Bloomberg) 
  _{^{More: NBC News, CNBC, CNN Business}}

  • OpenAI struck deals with Nvidia and AMD worth hundreds of billions, raising concerns about circular AI investments.

  • NVIDIA is investing one hundred billion in OpenAI, while OpenAI commits to buying Nvidia chips; the AMD deal is worth tens of billions.

  • Analysts warn that interconnected partnerships create potential bubble risk if any link in the chain weakens or fails.

• Elon Musk, X settle $128 million Twitter exec lawsuit (The Verge) 
  _{^{More: TechCrunch, CNN Business, CNBC}} 

  • Musk and X reached a settlement with four former Twitter executives over one hundred twenty-eight million dollars in severance.

  • Former CEO Parag Agrawal and three other executives sued after being fired hours before stock options vested.

  • Settlement terms remain confidential; a separate $500M US dollar employee severance lawsuit was settled in August previously.

• Amazon Pharmacy is launching vending machines for prescription drugs (TechCrunch) 
  _{^{More: CNBC, CBS News, Fast Company}} 

  • Amazon debuts prescription kiosks at One Medical clinics in Los Angeles this December, dispensing medication within minutes.

  • Kiosks stock common medications like antibiotics, inhalers, and blood pressure drugs tailored to each office's prescribing patterns.

  • Launch targets pharmacy deserts and comes as Rite Aid closes all stores, while Walgreens and CVS shutter locations.

MARKETS

WORLD

• EU Parliament Backs 'Veggie Burger' Labeling Ban on Plant-Based Meat (NYT) 

  _{^{More: Washington Post, Boston Globe, Food Navigator}}

  • The European Parliament voted to ban terms like burger, sausage, and steak for plant-based products with 355 votes in support.

  • Ban aims to protect the traditional meat industry despite studies showing consumers aren't confused by current labeling.

  • Europe's plant-based sector, worth $3.9 billion, faces potential rebranding costs as interinstitutional negotiations continue ahead.

• Rubio passes Trump urgent note on Middle East peace deal during antifa roundtable (PBS News) 
  _{^{More: CNN, Axios, Times of Israel}}

  • Secretary Rubio interrupted Trump's roundtable with a note urging him to approve the Truth Social post announcing the Gaza deal.

  • Trump later announced Israel and Hamas signed off on the peace plan's first phase, releasing hostages and withdrawing troops.

  • Note read "Very close. You need to approve a Truth Social post soon so you can announce the deal first."

• Myanmar's military strikes a village in a glider raid, killing at least 24 people, including children (Washington Post) 
  _{^{More: NBC News, PBS News, ABC News}}

  • The Myanmar military used a motorized paraglider to bomb a Buddhist festival and a political protest, killing at least 24 people.

  • The attack targeted a gathering calling for prisoner release in the central Sagaing region during the Thadingyut festival on Monday evening.

  • Amnesty International calls paraglider attacks a disturbing trend as the junta increasingly uses low-tech methods amid equipment shortages.

FUTURISM

• Zendesk says its new AI agent can solve 80% of support issues (TechCrunch)

  _{^{More: PR Newswire, CMS Wire}}

  • Zendesk unveils an autonomous AI agent claiming to resolve eighty percent of support tickets without human intervention.

  • New system supplements human agents with copilot assistance for remaining issues, plus voice and analytics agents.

  • The platform already supports twenty thousand customers, resolving 4.6 billion tickets yearly, impacting 2.4 million US service representatives.

• 1Password to Secure 'Agentic Autofill' for AI Browser Agents (The Verge) 
  _{^{More: 1Password Blog, SiliconANGLE, ChannelE2E}}

  • 1Password launches Secure Agentic Autofill, delivering encrypted credentials to AI agents without exposing them to models.

  • Integration requires human approval for each access request via an encrypted channel between the desktop app and browser.

  • Available in early access for Enterprise customers using Browserbase, preventing hardcoded secrets and credential sprawl risks.

• Why America Builds AI Girlfriends and China Makes AI Boyfriends (ChinaTalk) 
  _{^{More: Slate, Al Jazeera, Futurism}} 

  • A market scan reveals that 52% of AI companion companies are headquartered in the US, vastly outnumbering China's 10 percent.

  • American platforms predominantly offer sexualized AI girlfriends for young men, while Chinese apps feature AI boyfriends.

  • Cultural values and regulations shape distinct markets, with China restricting explicit content, addressing demographic birth concerns.

CONTENT

• OpenAI’s New AI Agent Builder Replaces n8n & Zapier

  • Greg and Amir show how OpenAI’s Agent Builder lets anyone create multi-agent chatbots without coding.

  • They walk through ChatKit, Widgets, and visual workflows that automate support and lead qualification instantly.

  • Discussion highlights opportunities for non-technical teams to deploy AI across customer operations and internal tooling.

• Sam Altman on Sora, Energy, and Building an AI Empire

  • Sam shares OpenAI’s long-term vision, integrating Sora, model scaling, and infrastructure into a unified AI strategy.

  • He discusses vertical integration, regulation, energy constraints, and building sustainable societal alignment with AGI.

  • The talk offers candid insight into OpenAI’s partnerships, monetization paths, and leadership lessons from its rise.

• YouTube CEO Neal Mohan on AI, Censorship & the Future of Creators

  • Neal Mohan breaks down YouTube’s creator economics, regulation challenges, and plans for generative AI on the platform.

  • He explains global content policies, demonetization pressures, and balancing free expression with compliance.

  • Conversation explores how AI tools reshape production, labeling, and the platform’s evolving role in digital culture.

EXTRAS

• ABB to sell robots business to SoftBank in $5.38 billion deal (Reuters)
  _{^{More: Bloomberg, CNBC, The Robot Report}}

  • SoftBank acquires ABB's robotics division for $5.375 billion, abandoning original spinoff plans expected to close mid-late 2026.

  • The division employs seven thousand people, generating $2.3 billion in revenue annually, representing seven percent of ABB's total sales.

  • Deal advances SoftBank CEO Masayoshi Son's physical AI strategy, combining robotics with artificial intelligence and computing capabilities.

• Google tells employees: If you want health benefits, sign up with a third-party AI tool (Business Insider) 
  _{^{More: WebProNews, BizToc}}

  • Google requires employees to opt into a third-party AI tool analyzing personal health data or risk losing benefits next year.

  • Policy sparks internal backlash over privacy concerns, with employees questioning whether opt-in is a truly voluntary requirement.

  • The tool provides tailored wellness recommendations but raises questions about data security and unprecedented access to personal metrics.

• Jamie Dimon has a blunt call on the stock market (TheStreet) 
  _{^{More: Benzinga, Stocktwits, Yahoo Finance}} 

  • JPMorgan CEO confirms a clear three-year bull market but warns asset prices sit high with unusually tight spreads.

  • Dimon expresses nervousness about inflation not declining as expected, citing heavy government spending as an overlooked risk.

  • Market correction could hit within six months to two years, with concentration risk as the top five stocks command thirty percent.

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AND MORE

• Trump calls Gaza ceasefire deal “a great day for the world.”

• China tightens export controls on rare earths and tech globally.

• Taiwan warns of increased military threats and hybrid warfare from China.

• Warner Music is in talks with Netflix to adapt its artists’ works.

• Your brand deserves to be in front of people who actually make decisions. That’s Memo’s audience.*

• Dollar heads for its best week in a year as yen weakens.

• U.S. Senate blocks debate to end military action against Venezuelan vessels.

• Asia stocks rally on AI spikes; oil retreats amid Gaza ceasefire.