Daily Briefing
Wednesday, March 25, 2026
Top Stories
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Altman Memo: Model Done, Org Reshuffled
- Next model finished pretraining
- Simo named CEO of 'AGI Deployment'
Techmeme
-
Meta, YouTube Negligent in Addiction Trial
- Jury awards $3M to addicted user
- Meta named biggest loser of two verdicts
Ars Technica,
Axios,
Wall Street Journal
- Meta Cuts ~700 Jobs, Reality Labs Hit Hard
- ARC-AGI-3 Benchmark Launches
AI & Models
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Google TurboQuant Cuts LLM Memory 6x
- Lossless compression, no accuracy loss
- Internet already calling it 'Pied Piper'
Ars Technica,
TechCrunch
-
Apple Can Distill Gemini In Its Own Data Centers
- Full Gemini model access on Apple infra
- Distillation yields smaller on-device models
The Information,
Techmeme
-
Chinese AI Models Overtake US in Usage
- DeepSeek, MiniMax lead on token consumption
- Surpassed US rivals over the past month
Techmeme
-
Periodic Labs Eyes $7B Raise
- Founded by ex-OpenAI VP Liam Fedus
- Also backed by DeepMind's Ekin Cubuk
Techmeme
Policy & Regulation
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China Bars Manus Cofounders from Leaving
- Reviews Meta's $2B acquisition for FDI rules
- Xiao Hong and Ji Yichao travel-banned
The Information,
Techmeme
-
Sanders, AOC Propose Data Center Moratorium
- Bill halts construction for safety review
- Sen. Warner calls the proposal 'idiocy'
Wired,
TechCrunch
-
Google Sets Q-Day Deadline at 2029
- Post-quantum migration moved far earlier
- 'Frontiers may be closer than they appear'
Ars Technica
-
Supreme Court Limits ISP Copyright Liability
- Cox not liable for users' pirated music
- Restricts secondary liability for ISPs
The Verge,
Wall Street Journal
Funding & M&A
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Reflection AI Seeks $2.5B at $25B Valuation
- Building open foundation models
- JPMorgan in talks to participate
Techmeme
-
Harvey Confirms $11B, Sequoia Triples Down
- $200M round led by GIC and Sequoia
- 100K+ users across 1,300+ organizations
TechCrunch,
Techmeme
-
Granola Raises $125M, Hits $1.5B Valuation
- Note-taker expanding to enterprise AI app
- Plans Claude integrations and agentic features
TechCrunch,
Techmeme
-
Isara Raises $94M, OpenAI Backs at $650M
- Coordinates work of thousands of AI agents
- OpenAI confirmed as backer per WSJ
Techmeme
Worth Reading
-
Stratechery: Why Arm Broke With Its Own Model
- Arm selling chips, not just licensing IP
- Big shift as computing evolves to systems
Stratechery
-
OpenAI Explains Its Model Spec Framework
- Public framework for model behavior and safety
- Balances user freedom with accountability
OpenAI
-
Sequoia: Biology's Waymo Moment
- Ginkgo Bioworks CEO on AI in life sciences
- First-party Sequoia video on biotech's AI shift
Sequoia Capital