Last week, China barred its major tech companies from buying Nvidia chips. This move received only modest attention in the media, but has implications beyond what’s widely appreciated. Specifically, it signals that China has progressed sufficiently in semiconductors to break away
BIG TECH
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CISA Emergency Directive: Network Security Threats and Government Access
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Who has more insight into your computer network: your IT team or Xi Jinping? Consider that hypothetical as you contemplate CISA's latest Emergency Directive. pic.twitter.com/h9dGgaRK7T
— Bob Gourley – e/acc (@bobgourley) 25 septembre 2025Who has more insight into your computer network: your IT team or Xi Jinping? Consider that hypothetical as you contemplate CISA's latest Emergency Directive.
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Google Releases Gemini Robotics 1.5 SOTA Model
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Talk to robots! Today we're releasing our SOTA Gemini Robotics 1.5 model showing the power of using our multimodal Gemini models as a base, so it can understand & reason about the physical world. Robotics will be massive in the future – super excited by our pioneering work here! https://t.co/zLsydRUuuA
— Demis Hassabis (@demishassabis) 25 septembre 2025Talk to robots! Today we're releasing our SOTA Gemini Robotics 1.5 model showing the power of using our multimodal Gemini models as a base, so it can understand & reason about the physical world. Robotics will be massive in the future – super excited by our pioneering work here!
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OpenAI lacks genuine understanding of honesty and fairness
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That is part of what kindness looks like, yes. OpenAI similarly has no concept of what it means to be honest, fair, objective, or 'genuine', except as a kind of vibe or flavor that can be added to flattery.
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Tesla’s Market Capitalization Growth: From IPO to Current Valuation
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Tesla went public for 0.1% of its current market capitalization
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OpenAI’s inability to train basic kindness into AI systems
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Of course it would be much easier to solve from OpenAI's side, technically speaking; but OpenAI doesn't understand what even surface-level kindness would look like in AI, and can't apply SFT or RL to train it.
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Apple Unveils ATOKEN: Unified Visual Tokenizer for Multimodal Content
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Apple just proposed the first unified visual tokenizer! They proposed ATOKEN which is the first tokenizer that jointly cover images, videos, and 3D assets in a single shared 4D latent/token space, matching performance with any other specialized tokenizers.
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NVIDIA AI Enterprise Now Available on Microsoft Marketplace
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NVIDIA AI Enterprise is now live on the new Microsoft Marketplace. This makes it easier than ever for businesses to develop and deploy AI agents, bringing the combined power of Microsoft and NVIDIA innovation directly into the enterprise. https://
nvda.ws/4gD8Pvs -

OpenAI Extends Lead with GPT-5 While Google Gains
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OpenAI extends its lead in text with GPT-5, but Google is gaining ground. OpenAI models now command over 50% of text usage. At the same time, Google’s Gemini-2.5 series has steadily grown to ~10% share, reversing its earlier decline and showing sustained momentum. (4/6)
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Gemini Robotics 1.5 Introduces Agentic Capabilities to Robots
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Gemini Robotics 1.5 from @GoogleDeepMind marks the official introduction of agentic capabilities to robots, allowing them to complete complex, multi-step tasks.
— Google AI (@GoogleAI) 25 septembre 2025
But… what does that mean? 🧐
Before, robots were able to accomplish a single task, like picking up fruit or zipping… pic.twitter.com/pgmNO3gCUqGemini Robotics 1.5 from @GoogleDeepMind marks the official introduction of agentic capabilities to robots, allowing them to complete complex, multi-step tasks. But… what does that mean? Before, robots were able to accomplish a single task, like picking up fruit or zipping