Bloomberg:
Boom's move to modify its supersonic engine to power AI data centers is another example of industrial capacity being repurposed to serve the AI supply chain  —  Thesis: That which can be repurposed to serve the AI supply chain will be repurposed to serve the AI supply chain.

Zijing Wu / Financial Times:
Sources: China added AI chips from Chinese groups to its government-approved list of suppliers for the first time, before Trump's move to allow Nvidia exports  —  Beijing encouraged purchase of Huawei and Cambricon processors before Trump's move to allow Nvidia exports

Wall Street Journal:
Sources: at a November meeting in the Oval Office, Jensen Huang told President Trump that a flurry of state AI laws could cause the US to lose the AI race  —  Debate over pre-emption of state laws marks a major flashpoint in GOP politics  —  WASHINGTON—At a November meeting in the Oval Office …

Ben Casselman / New York Times:
Study: ~200 Instacart shoppers across four cities saw different prices for the same item from the same store at the same time; Instacart says it's running tests  —  The findings are the latest example of how the notion of a single price is breaking down in the digital age, a trend economists say could be pushing up some prices.

Kendra Barnett / Adweek:
PubMatic partners with Kontext to let advertisers choose the chatbots they'd like to appear in and use Kontext's tech to generate ads that fit the chatbot chats  —  The integration enables advertisers to buy ads across a range of AI interfaces through PubMatic or their DSP of choice.

Carl Franzen / VentureBeat:
Chinese AI startup Z.ai releases the GLM-4.6V open-weight vision models, with support for native function calling, available with 106B and 9B parameters  —  The release includes two models in “large” and “small” sizes:  — GLM-4.6V (106B), a larger 106-billion parameter model aimed at cloud-scale inference

Luke Bouma / Cord Cutters News:
Crunchyroll announces it is shutting down its free ad-supported streaming option on December 31; Crunchyroll subscriptions start at $7.99/month or $79.99/year  —  Crunchyroll will eliminate its ad-supported free tier on December 31, 2025, ending the last remaining way to legally watch anime …

Abner Li / 9to5Google:
Google adds new pinch and wrist gestures to the Pixel Watch 4 and says Watch 3 and Watch 4 will now use an on-device Gemma-based AI model for Smart Replies  —  After missing out on last month's Feature Drop, Google is rolling out a sizable Pixel Watch 4 update this December that adds one-handed gestures.

Juby Babu / Reuters:
Report: SpaceX is expected to make around $15B in revenue in 2025, increasing to between $22B and $24B in 2026, with the majority coming from Starlink  —  Elon Musk's SpaceX is moving ahead with plans for an initial public offering that would seek to raise significantly more than $30 billion …

Colin Demarest / Axios:
The US Navy and Palantir announce ShipOS, saying the software will speed up shipbuilding and improve supply chain visibility; the deal is valued at $448M  —  The U.S. Navy and Palantir Technologies on Tuesday announced “ShipOS,” software they said will initially help build and maintain American submarines …

Yasmin Gagne / Fast Company:
Justin McLeod, founder and CEO of Hinge, steps down to launch Overtone, an “AI-driven” dating service backed by Match; Hinge promotes CMO Jackie Jantos to CEO  —  Justin McLeod, founder and CEO of dating app Hinge, is consciously uncoupling from his app.

Wall Street Journal:
Sources: Nvidia's H200 chips for China, mainly manufactured in Taiwan, will travel to the US for an unusual national security review before they are exported  —  Shipping chips from Taiwan to U.S. to China would allow government to get 25% cut of sales  —  The artificial-intelligence chips …

Bloomberg:
Source: Trump allowed Nvidia to sell H200s to China after concluding the move carried a lower security risk as Huawei offers systems with comparable performance  —  President Donald Trump decided to let Nvidia Corp. sell its H200 artificial intelligence chips to China after concluding …

Josh Taylor / The Guardian:
Australia's ban on social media for users aged under 16 comes into effect; platforms that do not comply risk fines of up to AU$49.5M  —  Accounts held by users under 16 must be removed on apps that include TikTok, Facebook, Instagram, X, YouTube, Snapchat, Reddit, Kick, Twitch and Threads under ban

Bloomberg:
Sources: SpaceX plans an IPO in mid-to-late 2026, seeking to raise far above $30B and targeting a ~$1.5T valuation, potentially making it the largest IPO ever  —  SpaceX is moving ahead with plans for an initial public offering that would seek to raise significantly more than $30 billion …

Emily Sundberg / Feed Me:
Hamish McKenzie says Substack is starting to test native sponsorships with some writers but won't take a cut for now  —  “During the pilot, Substack is simply facilitating payments and is not taking a cut.”  —  ∙ Paid  —  Hello everyone.  —  Today's letter includes …

Emanuel Maiberg / 404 Media:
Instagram appears to be generating often misleading SEO-style headlines and long descriptions for users' Instagram posts, appearing in Google Search results  —  Instagram is generating headlines for users' Instagram posts without their knowledge, seemingly in an attempt to get those posts to rank higher in Google Search results.

Adriana Lee / Skift:
Duve, which offers AI-powered guest management tools for hotels, raised a $60M Series B led by Susquehanna Growth, bringing its total funding to $85M  —  SKIFT TAKE  —  Hotel tech investors are treating AI guest management as core infrastructure, not a side project.

Boom:
Boom Aerospace, which is building a supersonic plane, announces Superpower, a 42MW natural gas turbine using Boom's supersonic engine, to power AI data centers  —  It started, as many things do these days, by scrolling on X.  —  I was reading post after post about the power crisis hitting AI data centers …

Wired:
Denise Dresser, Slack CEO since 2023, is stepping down to join OpenAI as the company's chief revenue officer  —  A memo obtained by WIRED confirms Denise Dresser's departure from Slack.  She is now headed to OpenAI.  —  Slack CEO Denise Dresser is leaving the company and joining OpenAI …