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Techmeme - 2025-12-13T10:30:47-05:00

Sources: The Trump administration is drafting a new cyber strategy that would enlist private companies to mount offensive cyberattacks on foreign adversaries (Jamie Tarabay/Bloomberg) - 2025-12-13T10:30:01-05:00

Sources: private capital giant Apollo Global has shorted loans and rapidly cut exposure to the enterprise software sector in 2025 amid concerns over AI threat (Financial Times) - 2025-12-13T08:35:00-05:00

A profile of Nex, which makes the $249 Nex Playground motion-based gaming system targeted toward kids and projects more than $150M of sales this year (Ben Cohen/Wall Street Journal) - 2025-12-13T05:35:02-05:00

OpenAI hopes the Disney deal boosts Sora, which has high costs and limited traction; Sensor Tower: users average 13 minutes per day on Sora vs. 90 on TikTok (Financial Times) - 2025-12-13T02:35:01-05:00

Broadcom's shares fell 11% on December 12, their biggest single-day drop since January, after the company's AI sales outlook fell short of investor expectations (Dina Bass/Bloomberg) - 2025-12-13T02:05:01-05:00

Indian IT giant TCS agrees to acquire Coastal Cloud, a Florida-based Salesforce consulting partner, for $700M, in a bid to boost its AI and US customer business (Mark Haranas/CRN) - 2025-12-13T01:55:47-05:00

Cisco's stock touched a new record high of $80.25 on December 10, surpassing its previous split-adjusted high of $80.06 on March 27, 2000; CSCO is up 31.64% YTD (Robin Wigglesworth/Financial Times) - 2025-12-13T01:50:01-05:00

Seagate and Western Digital, with stocks each up 200%+ in 2025, will join Nasdaq 100 before the December 22 market open; GlobalFoundries will leave the index (Isabelle Lee/Bloomberg) - 2025-12-13T01:15:01-05:00

In a letter to the Trump administration, the GOP Senatorial Committee Chair Sen. Tim Scott said the Netflix-WBD deal raises "significant antitrust problems" (Semafor) - 2025-12-13T01:05:01-05:00

Google has removed dozens of AI videos from YouTube that depicted Disney characters, after Disney sent a cease-and-desist letter flagging the links (Gene Maddaus/Variety) - 2025-12-12T21:55:41-05:00

Microsoft expands its bug bounty program so that any critical vulnerability, including in third-party code, impacting its online services is eligible for awards (Duncan Riley/SiliconANGLE) - 2025-12-12T21:35:01-05:00

OpenAI quietly adopted Anthropic's "skills" mechanism in ChatGPT and Codex; ChatGPT's skills include creating and modifying spreadsheets, docx files, and PDFs (Simon Willison/Simon Willison's Weblog) - 2025-12-12T20:40:43-05:00

Internal message: SpaceX has authorized an insider share sale at $421/share, valuing the company at ~$800B, and said it's preparing for a possible IPO in 2026 (Loren Grush/Bloomberg) - 2025-12-12T20:01:00-05:00

Singapore-based ChemLex raised a $45M funding round led by Granite Asia to build an AI-powered, automated chemistry lab to accelerate drug discovery (Rachyl Jones/Semafor) - 2025-12-12T19:05:01-05:00

Sources: Intel is in advanced talks to acquire AI chip startup SambaNova for about $1.6B including debt; the deal could come together as soon as next month (Bloomberg) - 2025-12-12T18:40:41-05:00