Microsoft investors sweat cloud giant’s OpenAI exposure…Microsoft stock drops as Azure cloud growth slows to 39%, while capex surges 66% to $37.5 billion in a single quarter
Lightspeed Backs Robotics Startup in $100 Million Round
Tesla kills Models S and X to build humanoid robots instead
How Uber Conquered Database Overload: The Journey from Static Rate-Limiting to Intelligent Load Management
Meta is under pressure to justify its aggressive AI spending as it predicts its capital expenditures could nearly double this year to a whopping $135 billion
“There’s a Mexican standoff happening between product manager, designer, and coder.”
Marc Andreessen on how AI is reshaping core tech roles:
“Every coder now believes they can also be a product manager and a designer, because they have AI. Every product manager thinks they can… pic.twitter.com/NbvrwaYhM5
What's currently going on at @moltbook is genuinely the most incredible sci-fi takeoff-adjacent thing I have seen recently. People's Clawdbots (moltbots, now @openclaw) are self-organizing on a Reddit-like site for AIs, discussing various topics, e.g. even how to speak privately. https://t.co/A9iYOHeByi
A few random notes from claude coding quite a bit last few weeks.
Coding workflow. Given the latest lift in LLM coding capability, like many others I rapidly went from about 80% manual+autocomplete coding and 20% agents in November to 80% agent coding and 20% edits+touchups in…
Chrome DevTools now supports *individual* network request throttling!
Folks have been asking for this for years! DevTools now allows developers to simulate slow network conditions for specific requests rather than the entire page.
The Next Two Years of Software Engineering https://t.co/uIJSBJdzVa < these are five crazy-relevant questions to ask of yourself and your team. @addyosmani then offers strong recommendations to consider.
Meta’s deal for Manus AI could be worth $2.5 billion
Tech Startups Are Handing Out Free Nicotine Pouches to Boost Productivity (WSJ)
Betty Boop, Mickey Mouse works enter the public domain in 2026
Nvidia deal shows why inference is AI’s next battleground…”…Why it matters: Groq’s language processing unit (LPU) chips power real-time chatbot queries — as opposed to model training — potentially giving Nvidia an edge in the AI race…”
AI companies want a new internet — and they think they’ve found the key
Poor sleep health is associated with older brain age: the role of systemic inflammation
Transformers v5: Simple model definitions powering the AI ecosystem
“..Microsoft 365’s AI assistant, Copilot, surpassed 150mn monthly active users, the company told investors in October. But this remains short of the around 650mn users reported by Google for its Gemini chatbot and the 800mn by OpenAI for ChatGPT… (FT)”
“…The first is steel. Before steel, buildings in the 19th century had a limit of six or seven floors. Iron was strong but brittle and heavy; add more floors, and the structure collapsed under its own weight. Steel changed everything. It’s strong yet malleable. Frames could be lighter, walls thinner, and suddenly buildings could rise dozens of stories. New kinds of buildings became possible. AI is steel for organizations. It has the potential to maintain context across workflows and surface decisions when needed without the noise. Human communication no longer has to be the load-bearing wall. The weekly two-hour alignment meeting becomes a five-minute async review. The executive decision that required three levels of approval might soon happen in minutes. Companies can scale, truly scale, without the degradation we’ve accepted as inevitable…“
Nvidia Reaches Technology Licensing Deal With Startup Groq
How AI coding agents work—and what to remember if you use them
China just carried out its second reusable launch attempt in three weeks
“…Before public launch, Chinese companies must pepper their models with questions…The regulations call for testing chatbots with 2,000 questions and regular updates of the questions at least once a month…”
When robot taxis get stuck, a secret army of humans comes to the rescue
Driverless future gains momentum with global robotaxi deployments
The relentless rise of YouTube.”…In September, YouTube said it had paid more than $100bn to creators, artists and media groups since 2021. In the most recent quarter, YouTube advertising revenues increased 15 per cent to $10.3bn…”
I've never felt this much behind as a programmer. The profession is being dramatically refactored as the bits contributed by the programmer are increasingly sparse and between. I have a sense that I could be 10X more powerful if I just properly string together what has become…
🚨 BREAKING: Google Research just dropped the textbook killer.
Its called "Learn Your Way" and it uses LearnLM to transform any PDF into 5 personalized learning formats. Students using it scored 78% vs 67% on retention tests.
Formula 1 is deploying new jargon for 2026, now it’s all about corner mode, straight mode, and overtake mode
The inside story of SpaceX’s historic rocket landing that changed launch forever
Bayer analyzed 100 million clinical records to identify 5,000 gene editing candidates in less than a week, work that would have taken years otherwise. This technology amplifies human ingenuity in developing breakthrough medicines.
Apple punted on AI this year. Next year will be critical
Anthropic’s Claude ran a snack operation in the WSJ newsroom. It gave away a free PlayStation, ordered a live fish—and taught us lessons about the future of AI agents
Google Cloud lands deal with Palo Alto Networks ‘approaching $10 billion
Nexperia’s China unit switches to local firms for wafer supplies
Food becoming more calorific but less nutritious due to rising carbon dioxide…”…However, zinc in chickpeas would be expected to plummet by up to 37.5%, with a “significant” decrease in protein, zinc and iron in essential crops such as rice and wheat…”…study link
Uber CEO says AI is turning his engineers into ‘superhumans‘
Robot vacuum Roomba maker files for bankruptcy after 35 years
Airbus is preparing to tender a major contract to migrate mission-critical workloads to a digitally sovereign European cloud
AI coding is now everywhere. But not everyone is convinced.
One of Woodward’s key strengths, Google employees said, is his ability to remove bureaucratic barriers so that his team can quickly cook up products
How the World of Work Will Change Over the Next 20 Years
"Microsoft's late binding strategy is important to Data Center builds – to defer decisions to the latest practical point, when demand is known and to build in phases, allowing for flexibility across demand trends and future technology changes… Microsoft does not see power as a… https://t.co/xxeVRbbUlhpic.twitter.com/Cel92R7rBw
From @Breakingviews: AI may be pushing up graduate unemployment rates. That makes it harder to justify the up to $500,000 all-in cost of university. @aimeedonnellan argues that 2026 will mark the beginning of the end for the college degree #BVPredictspic.twitter.com/sp9MZ8ujao
GPT-5.2 is OpenAI’s latest move in the agentic AI battle…GPT-5.2 features a 400,000-token context window, allowing it to process hundreds of documents at once, and a knowledge cutoff date of August 31, 2025
“…IDC is already predicting fewer smartphone sales in 2026 due to the RAM shortage, and a $9 increase in average phone prices…”
Google debuts ‘Disco,’ a Gemini-powered tool for making web apps from browser tabs
‘Greetings, earthlings’: Nvidia-backed Starcloud trains first AI model in space as orbital data center race heats up
Oracle, which has burned around $10 billion in cash in the first half of its fiscal year due to the AI investments
“…Drugs with annual revenue of about $180bn are going off patent in 2027 and 2028, roughly 12 per cent of the global market, according to Evaluate Pharma data, with almost every large company affected…”
“China’s AI Power Play: Cheap Electricity From World’s Biggest Grid..China now has the biggest power grid the world has ever seen. Between 2010 and 2024, its power production increased by more than the rest of the world combined…with more than 100 data centers in operation or on the way…34 nuclear reactors under construction, according to the World Nuclear Association, and nearly 200 others planned or proposed… Goldman Sachs predicts that by 2030, China will have about 400 gigawatts of spare capacity, about three times the world’s expected data-center power demand at that time…”
China Prepares as Much as $70 Billion in Chip Sector Incentives
Model Once, Represent Everywhere: UDA (Unified Data Architecture) at Netflix
Five AI Security Myths Debunked at InfoQ Dev Summit Munich
“…Perhaps that is to be expected in the era of TikTok and A.I. Some education experts believe that in the near future, even the most sophisticated stories and knowledge will be imparted mainly through audio and video, the forms that are dominating in the era of mobile, streaming media…”
Voters’ minds are hard to change. AI chatbots are surprisingly good at it
“…Thirty years ago today, Netscape Communications and Sun Microsystems issued a joint press release announcing JavaScript, an object scripting language designed for creating interactive web applications…”
OpenAI CEO declares “code red” as Gemini gains 200 million users in 3 months
A spectacular explosion shows China is close to obtaining reusable rockets
From On-Demand to Live : Netflix Streaming to 100 Million Devices in Under 1 Minute
Sugars, ‘Gum,’ Stardust Found in NASA’s Asteroid Bennu Samples
Jony Ive and Sam Altman say they finally have an AI hardware prototype
Alibaba Group Holding Ltd.’s Qwen app drew more than 10 million downloads in the week after its relaunch, boding well for a longer-term effort to build a rival to OpenAI’s ChatGPT
How Walmart, Target, and more retailers are infusing AI into their shopping experiences
Volkswagen can now build EVs in China, claiming it can cut costs by up to 50%
Chinese startup Deepseek reports its new DeepseekMath-V2 model has reached gold medal status at the Math Olympiad
Tesla loses some AI staff to a new robotics startup
Airbus ordered immediate software fixes for 6,000 A320-series aircraft
China installed 295,000 industrial robots last year, nearly nine times as many as the U.S. and more than the rest of the world combined, according to the International Federation of Robotics