Amazon brings AI customization to its AWS clients with Nova Forge, and Apple changes up its AI leadership as John Giannandrea announces his retirement.

Starring Jason Howell and Tom Merritt.

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Show Notes

The Verge – Samsung Z Trifold Announcement

TechCrunch – Amazon Releases New AI Chip

WSJ – Amazon’s Custom Chips Threaten Nvidia

Bloomberg – Amazon Rushes Latest AI Chip to Market

CNBC – Amazon Nova Forge Custom AI Models

WIRED – Amazon Nova Forge

MacRumors – Apple AI Chief Retiring After Siri Failure

Engadget – India to Require State-Owned Cybersecurity App

9to5Mac – Apple Refuses India App Pre-Install Mandate

The Information – OpenAI CEO Declares “Code Red”

TechCrunch – Mistral 3 and New Open-Weight Models

TechCrunch – Apple Music Replay 2025

Engadget – YouTube Adds Watched-Videos Recap

The Verge – Amazon Testing 30-Minute Delivery

The Verge – MKBHD Panels Wallpaper App Shutdown

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Apple Resists India’s Anti-Theft App Mandate, Samsung officially unveils the Galaxy Z TriFold, and Apple replaces AI chief with former Microsoft, Google exec.

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Show Notes

Supreme Court Takes Up Major Copyright Case Against Cox

The Supreme Court is hearing a major copyright case between Cox Communications and the music industry. The music industry wants to hold ISPs liable for user piracy, a stance opposed by ISPs and tech companies like Google and X, who warn of mass disconnections and forced internet policing, potentially harming the tech industry and AI development. Justices seemed skeptical of the music industry’s argument, fearing entire communities could lose access over one infringer, but also questioned Cox’s legal shield. The case is compared to the 40-year-old Betamax VCR copyright fight.
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Apple Pushes Back on India’s Mandatory Cybersecurity App

Apple is reportedly planning to resist an order from the Indian government that mandates phone manufacturers, including competitors like Samsung and Vivo, to preload a state-backed, anti-theft cybersecurity app called Sanchar Saathi on all new and existing devices. Industry sources indicate Apple will cite privacy and security concerns for not complying with the directive, which was privately issued on November 28th and would reportedly prevent users from disabling the app. Apple intends to avoid public confrontation despite the app being made mandatory.
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Samsung Officially Unveils the Galaxy Z TriFold

Samsung has officially fully unveiled its Galaxy Z TriFold, a three-panel folding smartphone, which will launch in Korea on December 12th, followed by a US release in Q1 2026. The unique inward-folding design opens to a 10-inch main display, with a 6.5-inch cover screen when closed. It measures 3.9mm unfolded, 12.9mm folded, and weighs 309 grams. The TriFold features a custom Snapdragon 8 chip, a 5,600mAh battery with 45W charging, and the high-end camera setup of the Galaxy Z Fold 7. Due to its complex two-hinge design, the TriFold is expected to be priced significantly higher than the Z Fold 7’s $2,000 starting price.
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Apple Replaces Its AI Chief Amid Apple Intelligence Troubles

Apple’s AI chief, John Giannandrea, is being replaced by former Microsoft and Google executive Amar Subramanya following the troubled launch of Apple Intelligence and the delay of a Siri overhaul. Giannandrea’s departure comes after internal issues and poor testing, which led to him being sidelined. Subramanya, who previously worked on Google’s Gemini Assistant, is tasked with accelerating Apple’s AI efforts, which will reportedly include using Google’s Gemini to power the next version of Siri, a move that highlights the company’s struggle to compete while maintaining its privacy-first focus on smaller, on-device AI models.
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OpenAI Declares “Code Red” as Google Gains Ground

OpenAI is reportedly facing a “code red” as its lead in the AI race diminishes due to rising competition, particularly from Google. CEO Sam Altman has mandated an intense focus on improving ChatGPT’s speed, reliability, personalization, and ability to answer more questions, delaying other initiatives like ads, shopping agents, and a personal assistant named Pulse. This pivot comes as Google, which had previously declared its own “code red” after ChatGPT’s launch, is now gaining users with successful tools like the Nano Banana image model and the superior Gemini 3 model.
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Nvidia Unveils New Physical AI Models for Robotics and AVs

Nvidia is increasing its focus on physical AI, particularly in robotics and autonomous vehicles, with new infrastructure and AI models. A major introduction is Alpamayo-R1, an open reasoning vision language model based on the Cosmos-Reason model. Nvidia claims this is the first vision language action model for autonomous driving research, allowing vehicles to make nuanced, human-like decisions by processing visual and text data. The model is available on GitHub and Hugging Face, accompanied by the “Cosmos Cookbook” resources to aid developers, supporting Nvidia’s goal of being the central intelligence for all robots.
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YouTube Launches Year-End “Recap” With Personalized Insights

YouTube is rolling out a new global annual “Recap” feature, accessible on mobile and desktop, which provides users with personalized insights into their viewing habits, interests, and how their tastes evolved over the past year. This Spotify Wrapped-like experience uses up to 12 cards and assigns a unique “personality type” (e.g., Adventurer). While it includes some music stats, it is separate from the existing YouTube Music Recap. YouTube also released trend charts detailing the most popular topics, creators, podcasts, and songs in the US for 2025 alongside the Recap launch.
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Amazon Cuts Seller Fees in Europe Amid Shein and Temu Pressure

In response to competition from ultra-low-cost marketplaces like Shein and Temu, Amazon is enacting a major fee reduction for sellers in Europe. Effective December 15, referral fees for cheap clothing and accessories will be significantly cut, making Amazon’s fees more competitive. These fee reductions will also be extended to home, pet, grocery, and vitamin products starting February 1. Furthermore, Amazon will reduce fulfillment fees for parcels in major European markets from December 15, attributing the savings to operational improvements as it aims to maintain its dominance in the European e-commerce market.
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Discord Introduces In-App Game Purchases and Gifting

Discord is introducing a new commerce feature, starting with the game Marvel Rivals, that lets users buy, gift, and wishlist digital game items directly within the official game Discord server. This feature, which is currently limited to the desktop app and US currency, aims to simplify the purchasing and gifting process—a major part of Discord’s existing shop purchases—to help game developers earn incremental revenue and acquire new players. Discord plans to eventually expand this feature to all developers, consoles, and mobile devices.
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You can’t use your mobile app to send Netflix to the TV anymore. But your 12-year-old shouldn’t have a phone anyway according to one research paper.

Starring Tom Merritt and Robb Dunewood.

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Show Notes

• Netflix ends casting from mobile devices for users of newer TVs
• Netflix kills Google Cast support on ‘most TVs’
• Your Chromecast and Google TV Streamer have lost Netflix casting support for good
• Netflix abruptly loses support for Apple AirPlay (updated)
• Google Messages Now Lets Your Boss Spy On Your Chats – Here’s How
• Android RCS message archival is coming to Pixel
• Smartphones at age 12 linked to worse health
• Adolescent Brain Cognitive Development Study (ABCD Study®) | National Institute on Drug Abuse (NIDA)
• Nvidia’s $2B Synopsys bet tightens its grip on the chip-design stack | TechCrunch
• OpenAI takes stake in Thrive Holdings for enterprise AI push
• HSBC signs deal to use Mistral’s AI tools
• ByteDance rolls out AI voice assistant for Chinese smartphones | Reuters
• DeepSeek Debuts New AI Models to Rival Google and OpenAI – Bloomberg
• Runway rolls out Gen 4.5 AI video model that beats Google, OpenAI
• AWS, Google roll out multi-cloud fix they said wasn’t needed | The Register
• Google withdraws EU antitrust complaint against Microsoft
• Airbus Says Vast Majority of A320 Jets Received Modification – Bloomberg
• The Game Awards’ Geoff Keighley teases announcement by placing a whopping demon-covered statue in the desert | Eurogamer.net
• DJI ban: how the world’s biggest dronemaker is getting shoved out of the US | The Verge
• Tech founder launched a landline-style phone and sold $120K of them in 3 days
• New York state law takes aim at personalized pricing | TechCrunch
• Indian govt orders smartphone makers to preload state-owned cyber safety app | Technology News – The Indian Express
• China Warns of Bubble Risks in Booming Humanoid Robots Arena – Bloomberg
• Chinese EV maker Zeekr launches in Germany with three models | Reuters

Netflix removed the ability to cast from phones to TVs, New York State creates a law mandating retailers disclose when pricing is set by an algorithm using personal data, and India’s telecom ministry wants smartphone manufacturers to install a security app that cannot be deleted.

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Show Notes

New York is the first state to create a law requiring retailers to disclose when prices are set using AI and customers’ personal data, commonly referred to as surveillance pricing. The disclosure must state “This price was set by an algorithm using your personal data”. In an interview, chief administrative officer and general counsel of the National Retail Federation Stephanie Martz said “I wish I understood what harm exactly lawmakers think they are solving”. The National Retail Federation challenged the law over first amendment grounds, but Federal Judge Jed S. Rakoff allowed the law to move forward. Similar bills are pending in at least ten other states.

Source: NYT

Reuters reports India’s telecom ministry privately asked smartphone manufacturers to preload all new devices with a state-owned security app that cannot be deleted. The November 28th government order, as seen by Reuters, gives manufacturers 90 days to ensure the Sanchar Saathi app is pre-installed and devices already in the supply chain should have the app pushed along with software updates. The govt says the app aids in preventing cyber threats, helps police trace devices, and assists in tracking and blocking stolen phones.

Source: Reuters

India’s Department of Telecommunications issued directions for app-based communication service providers to disable access for users without a SIM. The directive was sent to WhatsApp, Telegram, Signal, Arattai, Snapchat, ShareChat, JioChat, and Josh, requiring the platforms to link SIM cards to the services within 90 days. Platforms accessible through websites must ensure users are logged out periodically and given the option relink accounts through a QR-code-based method. The Cellular Operators Association of India supports SIM-binding to help reduce spam and fraudulent communication.

Source: medianama

Last week Switzerland’s Conference of Data Protection Officers called on Swiss public bodies to avoid software as a service and hyperscale clouds over security concerns, especially those covered by the US CLOUD Act. The resolution states most SaaS solutions do not currently offer true end-to-end encryption and can unilaterally change their terms and conditions, which may further degrade security. Microsoft 365 was specifically named as an inappropriate service.

Source: The Register

Mozilla is testing an “Add Note” feature in Firefox Nightly, the experimental version of the browser. Notes can be added to any tab, which will then add a clickable notepad icon next to the tab title in order to access it again. The feature is built-in to the Nightly version and does not require downloading any extensions. In this current phase of the test, notes will disappear when the browser is restarted.

Source: Digital Trends

Netflix removed the ability for phones to cast to TVs, unless it’s through specific older generation casting devices. The updated Netflix help page states casting shows from a mobile device to most TVs and TV-streaming devices is no longer supported and users should use Netflix with the remote that came with their smart tv or streaming device for access. Netflix subscribers on an ad-supported plan are blocked from streaming from phones even if they have an older streaming-compatible devices, like the Chromecast models without remotes or TVs with Google Cast.

Source: Android Central

On an earnings call, Dell COO Jeffrey Clarke said 500 million PCs capable of running Windows 11 have not upgraded from Windows 10, and another 500 million computers are four-years-old, or older, and unable to upgrade due to hardware limitations. The COO calls this an opportunity to sell “AI-ready” machines and encourage upgrades, but also expects the PC market to be relatively flat in 2026.

Source: Digital Trends / The Verge

Following comments last week by Epic CEO Tim Sweeney against digital marketplaces requiring a “made with AI” label, threads on the Fortnite subreddit posted many examples of AI-generated art and music present in the new season, Chapter 7: Pacific Break, which launched this weekend. A notable example features a poster of a yeti with four toes on one foot and five on the other.

Source: Eurogamer

 

 

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Show Notes

Microsoft Signs $9.7 Billion Deal With Data Center Firm IREN – Bloomberg

All things AI w/ altcap, sama & satyanadella – Halloween Special (YouTube)

Meta bought 1 GW of solar this week – TechCrunch

Microsoft Lays Out Ambitious AI Vision, Free From OpenAI – WSJ

Nvidia’s Strong Results Show AI Fears Are Premature – WSJ

Nvidia relief won’t be enough to dispel tech-bubble angst — TradingView

Google Says New Gemini 3 AI Model Will Better Understand Your Requests – CNET

Google launches Gemini 3 with new coding app and record benchmark scores

Google is winning the AI race, beating Nvidia stock returns

GPU prices are coming to earth just as RAM costs shoot into the stratosphere – Ars Technica

Explainer: Why memory and storage is so expensive (of course it’s AI) – PC Gamer

Deepseek touts DeepseekMath-V2 model, Sunday Robotics hires former Tesla employees, 4-inch record format Tiny Vinyl enters the market.

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Show Notes

Apple may use Intel for low-end M-series chips

Analyst Ming-Chi Kuo wrote that Apple could tap Intel as a second-source foundry for its lowest-end M-series processor, powering the MacBook Air, iPad Air, and iPad Pro, as soon as Q2 2027. Apple reportedly has NDA access to Intel’s 18AP process, with updated PDKs expected in early 2026. The move reflects Apple’s push for U.S. manufacturing and supply-chain diversification, though TSMC remains the main partner.

Source: X

DeepseekMath-V2 hits top scores on math contests

Chinese startup Deepseek says its DeepseekMath-V2 AI model achieved gold-medal performance at the 2025 International Mathematical Olympiad, 2024 Chinese CMO, and scored 118/120 on the Putnam, surpassing top human results. The system generates and verifies proofs using a layered “verifier” and “meta-verifier” approach without external tools. Technical details of its performance have been published.

Source: The Decoder

Google’s Aluminium OS to merge Android and ChromeOS

A recently spotted job listing revealed Google’s Aluminium OS, an Android-based OS with AI integration for devices from entry-level laptops to premium hardware. Google plans to manage both ChromeOS and Aluminium during the transition. Android head Sameer Samat confirmed a unified platform is expected next year.

Source: The Verge

Sunday Robotics hires ex-Tesla staff for Memo home robot

Sunday Robotics has recruited more than 10 former Tesla employees as it develops the Memo home robot, including veterans from Optimus and Autopilot programs. Memo, unveiled November 19, can handle tasks like loading a dishwasher and folding laundry. The startup now has around 50 employees, joining other companies working on advanced home robots.

Source: Business Insider

AI demand drives memory-chip shortages

Dell, HP, and other tech firms warn of memory-chip shortages and steep price rises next year due to AI infrastructure demand. Counterpoint Research forecasts a 50% increase in memory module prices by Q2 2026. Dell and HP plan price hikes, with HP also considering reducing memory in some products and securing more suppliers. Memory accounts for 15–18% of typical PC costs.

Source: Bloomberg

Apple drives Singles’ Day smartphone growth

Apple was the only major smartphone brand to grow during China’s Singles’ Day, with iPhone 17 sales up 3% year-over-year and a 26% market share. Overall smartphone sales fell 5%. Xiaomi captured 17% of the market, while Huawei dropped to 13% after missing its Mate 80 flagship window.

Source: Reuters

Tiny Vinyl offers miniature records for casual listeners

Ars Technica tested Tiny Vinyl, a 4-inch record format compatible with manual turntables, holding up to four minutes per side. Sound is quieter and slightly distorted compared with 12-inch LPs, and automatic or suitcase-style turntables won’t play them. The format is compact, lightweight, and visually appealing, making it fun for casual listeners but less suited for audiophiles.

Source: Ars Technica

Epic CEO: “Made with AI” tags should go

Epic Games CEO Tim Sweeney says digital stores should drop “Made with AI” labels, arguing the disclosure will soon be pointless as AI becomes standard in game development. He and Nexon CEO Junghun Lee say tags matter only for rights issues like art licensing. Steam recently eased its rules for AI-developed games, while some indie developers use “AI-free” as a marketing strategy.

Source: The Verge

AI-generated recipes flood Thanksgiving content

Bloomberg reports that AI-generated recipes and images are overtaking search and social feeds, reducing traffic and revenue for real creators. Bloggers say Google AI Overviews, Pinterest recommendations, and Facebook content farms produce impossible recipes that mimic human content, often copying or altering original work.

Source: Bloomberg

To read the show notes in a separate page click here.

Anuncian la super computadora Coatlicue, Dell y HP se preparan para escasez de chips y pide tu medicamento al Dr. Simi con Whatsapp.

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Temas:
-Anuncian supercomputadora Coatlicue
-Plex limita uso remoto
-Farmacias Similares lanzan chatbot via WhatsApp
–Roban posts a Blogger culinarios
-Dell y HP se preparan para escasez de chips

Análisis: Previendo escasez de chips

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Show Notes
Para leer las notas del episodio en una ventana aparte, ¡haz click aquí!

Sora and Nano Bannana significantly reduced daily rate limits for free users, Epic Games CEO Tim Sweeney argues that digital storefronts should drop “Made with AI” tags, and China’s NDRC warns of a potential bubble in the humanoid robotics industry.

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Show Notes

Apple Drives Singles’ Day Smartphone Growth
Apple was the only major smartphone brand to see growth during China’s Singles’ Day, with iPhone 17 demand boosting its sales by 3% year-over-year and giving it a 26% market share. Excluding Apple, overall smartphone sales dropped by 5%, reflecting broader consumer caution despite the festival reaching 1.70 trillion yuan in total sales. Xiaomi took the second-largest share at 17% despite a sales decline, while Huawei saw the biggest drop to a 13% share after missing the sales window for its Mate 80 flagship.
Read More

Google and OpenAI Cut Free User Generation Limits
Both Google and OpenAI have significantly reduced the daily generation limits for free users of their AI tools due to high demand and a shift toward monetization. OpenAI’s Sora now limits free users to six video generations daily, offering additional purchases, though paid ChatGPT limits are stable. Google’s Nano Banana Pro has cut image generations for free users from three to two per day and also appears to be restricting free access to Gemini 3 Pro.
Read More

Epic CEO: “Made With AI” Labels Will Become Pointless
Epic Games CEO Tim Sweeney argues that digital storefronts should drop “Made with AI” tags, claiming the disclosure will soon be pointless as AI becomes standard in game development—comparing it to asking about a developer’s shampoo. Sweeney, echoed by Nexon CEO Junghun Lee, says the disclosure is only meaningful for rights concerns like art licensing. While Steam has eased rules to allow most AI-developed games with disclosure, some indie developers are now using an “AI-free” label as a marketing tool.
Read More

China Warns of Bubble in Humanoid Robotics Boom
China’s National Development and Reform Commission has warned of a potential bubble in the country’s fast-growing humanoid robotics industry, highlighting concern over more than 150 companies developing similar products. Beijing fears excessive investment could lead to oversaturation and stall true R&D. Despite rapid growth, widespread adoption remains far off. Authorities plan to introduce market entry/exit mechanisms, support core R&D, and encourage consolidation to push real-world deployment.
Read More

EU Weighs Whether Apple Maps & Ads Are DMA Gatekeepers
The European Union is assessing whether Apple’s Maps and Ads services should be designated as “gatekeepers” under the Digital Markets Act, a status Apple already holds for Safari, iOS, iPadOS, and the App Store. Gatekeeper designation applies to services with at least 45 million monthly EU users and 10,000 yearly business users and imposes strict rules like banning self-preferencing. Apple argues Maps has comparatively low usage versus Google Maps, and Apple Ads is not a major player next to platforms from Google, Meta, TikTok, and X.
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Google Drops EU Antitrust Complaint Against Microsoft
Google has withdrawn its EU antitrust complaint over Microsoft’s cloud computing practices, which it previously argued unfairly locked customers into Azure. The withdrawal follows the European Commission launching its own investigation into potentially anti-competitive behavior in the cloud market. The EC will scrutinize whether certain cloud features reinforce the dominance of Microsoft Azure (20% share) and Amazon Web Services (30% share), with Google holding 13%.
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WSJ: Anduril’s Autonomous Weapons Hit Development Setbacks
Defense tech startup Anduril Industries, valued at $30.5B, is facing scrutiny after a WSJ investigation revealed multiple failures in autonomous weapons testing. Issues range from drone boat failures in Navy trials, to ground-test damage to its Fury jet, to its Anvil counter-drone system starting a large fire. In Ukraine, troops reportedly stopped using its Altius drones due to frequent crashes. The company says these are normal challenges in developing advanced systems.
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Google Building Image Annotation Tool for Gemini
Google is developing an image-annotation feature for Gemini that will let users draw or add text directly onto AI-generated images before downloading them. Spotted by @testingcatalog, the tool aims to provide more precise and time-saving visual editing compared to prompt-based instructions or external apps. Release timing remains unclear.
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A new policy from Plex now mandates monthly subscriptions, ChatGPT and Copilot are leaving WhatsApp, and Chinese tech companies are training their LLMS offshore to access NVIDIA GPUs.

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Show Notes

Memory-Chip Shortages and Rising Costs

Major tech companies, including Dell and HP, are bracing for memory-chip supply shortages and significant price increases in the coming year, driven by the huge demand for chips used in AI infrastructure. Counterpoint Research forecasts a 50% jump in memory module prices through the second quarter of next year, which will raise manufacturing costs for electronics. Both Dell and HP are planning to increase product prices, with HP also considering reducing the amount of memory in some products and securing more suppliers to manage the rising costs, as memory makes up an estimated 15% to 18% of a typical PC’s cost.
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Plex Begins Enforcing Subscription Requirement for Remote Access

Plex is rolling out its new policy requiring a subscription for remote access to a personal media server, a change announced in March and effective April 29th. Previously, remote access to a server owner’s library was free, but now the server owner must have a Plex Pass (starting at $7/month) to grant remote access, or the remote user can purchase the more limited Remote Watch Pass (starting at $2/month). These changes are currently being phased in, starting this week with users accessing Plex remotely via the Plex Roku OS app.
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ChatGPT and Copilot Leaving WhatsApp

ChatGPT and Copilot are leaving WhatsApp by January 15, 2026, because Meta updated its WhatsApp Business Solution terms of service to prohibit using the app for distributing third-party AI chatbots where the AI is the primary product. This change, announced in October 2025, is seen as a way to prevent Meta’s AI competitors from using its platform and is expected to cause other AI chatbots, like Perplexity, to follow suit, leaving Meta AI as the only remaining option in the app. Businesses can still use the platform for customer service or support chatbots.
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Chinese Tech Giants Move AI Training Overseas

To circumvent U.S. export restrictions on high-end Nvidia chips essential for AI development, major Chinese tech companies like Alibaba and ByteDance are increasingly training their advanced large language models in offshore data centers, primarily in Southeast Asia. This overseas shift, often involving leasing arrangements with non-Chinese operators, has become more pronounced since the U.S. restricted sales of the H20 chip in April. However, some firms, such as DeepSeek, are relying on existing domestic Nvidia chip stockpiles and collaborating with Huawei on domestic AI chip development.
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MIT: AI Could Replace 11.7% of U.S. Workforce

A study from MIT, using a labor simulation tool called the Iceberg Index, estimates that AI could already replace 11.7% of the U.S. labor market, representing $1.2 trillion in wages, predominantly in finance, healthcare, and professional services. The Iceberg Index, a “digital twin” of the labor market, maps workers by skills and location, showing that most AI-related wage exposure is in routine tasks across areas like HR, logistics, and office administration, not just in visible tech layoffs. States like Tennessee and Utah are already adopting this tool to inform their AI workforce action plans and guide reskilling investments.
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FCC Warns of Hackers Hijacking Radio Gear

The FCC has warned of a recent string of cyber intrusions targeting U.S. radio transmission equipment, which hackers are using to broadcast fake emergency messages and inappropriate material. The breaches, attributed to improperly secured devices like those made by Barix, have affected radio streams in states such as Texas and Virginia. Attackers are reconfiguring the equipment to play their own audio, often including the official Emergency Alert System tone. The agency urges broadcasters to implement basic security measures, like changing default passwords and installing security updates.
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TSMC Trade Secrets Probe Deepens

Taiwanese prosecutors escalated a trade secrets probe against Lo Wen-jen, a former Senior VP at TSMC, by searching his homes after the company sued him. TSMC alleges Lo, who held a key role in research and advanced chip production, leaked sensitive technology to his new employer, Intel Corp. The intense focus from TSMC and the Taiwanese government underscores the strategic importance of the company’s cutting-edge chip technology, which is vital to Taiwan’s global market and geopolitical influence. The case is also being monitored by national security agencies for potential violations of national security law due to the high value of TSMC’s data.
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Gemini Comes to Google Maps

Google is rolling out its AI model, Gemini, to Google Maps, initially on Android, Android Auto, and iOS, to replace the old voice command system and enhance the navigation experience. Gemini allows for more natural, multi-step queries, integrates with other Google services, and lets drivers report incidents. The AI will also improve guidance by using landmarks and proactively warn drivers about potential traffic congestion before they even start their trip, leading to a more intuitive and better commuting experience.
Read More