Q&A with Edison Scientific CEO Sam Rodriques about Kosmos, Edison's AI tool for scientific research, why AI probably won't cure diseases anytime soon, and more (New York Times)
Where Is All the A.I.-Driven Scientific Progress?
A tech C.E.O. explains why A.I. probably won’t cure diseases anytime soon. Hint: You still need humans.
Techmeme
Q&A with Edison Scientific CEO Sam Rodriques about Kosmos, Edison
From New York Times. View the full context on Techmeme.
A look at Chinese food delivery giant Meituan's subsidy war with Alibaba and JD.com, leading Meituan to a big Q3 loss and internal debate over global expansion (Eleanor Olcott/Financial Times)
Client Challenge
Techmeme
A look at Chinese food delivery giant Meituan
By Eleanor Olcott / Financial Times. View the full context on Techmeme.
A study finds that foreign direct investment accounts for 98% of Vietnam's electronics exports, "signaling limited technology spillovers" to the local economy (Lien Hoang/Nikkei Asia)
Nikkei Asia
Vietnam's tech transfers haven't risen despite export surge: report
Electronics FDI might trap local firms at the assembly level if nothing changes
Techmeme
A study finds that foreign direct investment accounts for 98% of Vietnam
By Lien Hoang / Nikkei Asia. View the full context on Techmeme.
The European Commission claims €80B of €120B in post-EU Chips Act investments remain on track, despite the stalled GlobalFoundries-STMicro project in France (Virginie Malingre/Le Monde)
Le Monde.fr
Europe's relentless semiconductor decline
Techmeme
The European Commission claims €80B of €120B in post-EU Chips Act investments remain on track, despite the stalled GlobalFoundries-STMicro project in France
By Virginie Malingre / Le Monde. View the full context on Techmeme.
Sources: Peter Thiel and Larry Page may leave CA over a proposed ballot measure, opposed by Newsom, that levies a one-time 5% tax on those with $1B+ in assets (New York Times)
A Wealth Tax Floated in California Has Billionaires Thinking of Leaving
It’s uncertain whether the proposal will reach the statewide ballot in November, but some billionaires like Peter Thiel and Larry Page may be unw...
Techmeme
Sources: Peter Thiel and Larry Page may leave California over a proposed ballot measure, opposed by Gov. Newsom, that levies a one-time 5% tax on $1B+ in assets
From New York Times. View the full context on Techmeme.
As inference splits into prefill and decode, Nvidia's Groq deal could enable a "Rubin SRAM" variant optimized for ultra-low latency agentic reasoning workloads (Gavin Baker/@gavinsbaker)
X (formerly Twitter)
Gavin Baker (@GavinSBaker) on X
Nvidia is buying Groq for two reasons imo. Β  1) Inference is disaggregating into prefill and decode. SRAM architectures have unique advantages in ...
Techmeme
As inference splits into prefill and decode, Nvidia
By Gavin Baker / @gavinsbaker. View the full context on Techmeme.
ServiceNow has spent $12B+ on acquisitions and investments in 2025 amid concerns about revenue growth, projected to fall below 20% in 2026 without acquisitions (Brody Ford/Bloomberg)
Bloomberg.com
ServiceNow $12 Billion Deal Spree Is β€˜Deja Vu’ of CEO’s SAP Days
After years of eschewing big mergers, ServiceNow Inc. is on a deal spree. It has spent at least $12 billion this year on acquisitions or strategic ...
Techmeme
ServiceNow has spent $12B+ on acquisitions and investments in 2025 amid concerns about revenue growth, projected to fall below 20% in 2026 without acquisitions
By Brody Ford / Bloomberg. View the full context on Techmeme.
Facing disruption from GenAI, the $250B Indian IT industry has adapted by focusing on preparatory work AI requires, such as data cleanup and system integration (Manish Singh/India Dispatch)
The AI Revolution Needs Plumbers
How Indian IT learned to stop worrying and sell the AI shovel
Techmeme
Facing disruption from GenAI, the $250B Indian IT industry has adapted by focusing on preparatory work AI requires, such as data cleanup and system integration
By Manish Singh / India Dispatch. View the full context on Techmeme.
Despite Palantir's high trailing P/E ratio of ~450x, retail traders have poured billions of dollars into the stock, which is up ~3,000% in the past three years (Alex Harring/CNBC)
CNBC
Wall Street wrote off Palantir as too expensive. Retail investors can't get enough
The stock, which made its market debut in 2020, is an indisputable star of the retail investing world.
Techmeme
Despite Palantir
By Alex Harring / CNBC. View the full context on Techmeme.
The Groq deal secures key talent for Nvidia, including CEO Jonathan Ross, creator of the TPU, and keeps them from companies that may try to make their own chips (M.G. Siegler/Spyglass)
Spyglass
NVIDIA’s Christmas Eve 'Hackquisition' Miracle
NVIDIA gets a creator of the TPU, access to inference tech & IP, and stops anyone else from getting such things. All for a mere $20B...
Techmeme
The Groq deal secures key talent for Nvidia, including CEO Jonathan Ross, creator of the TPU, and keeps them from companies that may try to make their own chips
By M.G. Siegler / Spyglass. View the full context on Techmeme.