Sunday, September 28, 2025

Education software company EdSights, which uses SMS texting and AI to reach students and identify those at risk of dropping out, raised $80M from JMI Equity (Chris Metinko/Axios)

Chris Metinko / Axios:
Education software company EdSights, which uses SMS texting and AI to reach students and identify those at risk of dropping out, raised $80M from JMI Equity



A look at AI-powered "nudify" tools, which make it fast and easy to make nonconsensual, deepfake porn, and the limited legal options available to their victims (Jonathan Vanian/CNBC)

Jonathan Vanian / CNBC:
A look at AI-powered “nudify” tools, which make it fast and easy to make nonconsensual, deepfake porn, and the limited legal options available to their victims  —  In June of last year, Jessica Guistolise received a text message that would change her life.



Experts warn that Nvidia's large investments in data centers and startups, almost like a stimulus program, could be artificially inflating demand for its GPUs (The Information)

The Information:
Experts warn that Nvidia's large investments in data centers and startups, almost like a stimulus program, could be artificially inflating demand for its GPUs  —  Even by the standards of one of the most prodigious dealmakers in tech, the past month or so has been a head-spinning one for Nvidia's Jensen Huang.



Saturday, September 27, 2025

Oracle, whose expenses are rising as it begins to fulfill massive cloud infrastructure deals, turned cash flow negative this year for the first time since 1992 (Brody Ford/Bloomberg)

Brody Ford / Bloomberg:
Oracle, whose expenses are rising as it begins to fulfill massive cloud infrastructure deals, turned cash flow negative this year for the first time since 1992  —  Welcome to Tech In Depth, our daily newsletter about the business of tech from Bloomberg's journalists around the world.



Why YouTube is key to Google's success in AI, with YouTube's AI enhancements making video content more monetizable than text-based content in Search (Ben Thompson/Stratechery)

Ben Thompson / Stratechery:
Why YouTube is key to Google's success in AI, with YouTube's AI enhancements making video content more monetizable than text-based content in Search  —  Action is happening up-and-down the LLM stack: Nvidia is making deals with Intel, OpenAI is making deals with Oracle, and Nvidia and OpenAI are making deals with each other.



Sources: Apple is ramping up efforts to source manufacturing machinery in India, essential for making iPhones locally, and is working with around 17 suppliers (Danish Khan/Moneycontrol)

Danish Khan / Moneycontrol:
Sources: Apple is ramping up efforts to source manufacturing machinery in India, essential for making iPhones locally, and is working with around 17 suppliers  —  Around 17 companies have directly started working with Apple in India for capital equipment and tools over the last 20-24 months and the number is only expected to go up



An interview with California state Senator Scott Wiener on his new AI safety bill SB 53, the bill's scope, his focus on AI safety bills, AI PACs, and more (Maxwell Zeff/TechCrunch)

Maxwell Zeff / TechCrunch:
An interview with California state Senator Scott Wiener on his new AI safety bill SB 53, the bill's scope, his focus on AI safety bills, AI PACs, and more  —  This is not California state senator Scott Wiener's first attempt at addressing the dangers of AI.



Chinese video game giant NetEase reports Q4 revenue up 3% YoY to ~$4B and net profit down 29% to ~$903M, below ~$1.2B est., as it pushes self-developed games (Sherry Qin/Wall Street Journal)

Sherry Qin / Wall Street Journal : Chinese video game giant NetEase reports Q4 revenue up 3% YoY to ~$4B and net profit down 29% to ~$903...