@mikeisaac
NYT tech reporter. tell me stuff at Mike.Isaac@nytimes.com or mjisaac@protonmail.com / Text my signal username with tips: MikeIsaac.38
AI
Google is making its AI tools easier to restrict, but schools blocking AI entirely will lose students' Search access.
Technology
Schools avoiding AI in Search for managed K-12 student accounts would also forgo Search under Google's proposed controls.
AI
Substantially all of Anthropic's roughly $895.4 billion in purchase and lease commitments reportedly relate to compute and infrastructure.
AI
OpenAI reportedly plans community compacts and would propose state legislation giving people a say in data center projects.
Technology
OpenAI reportedly plans to propose mandatory AI safeguards and state legislation giving communities a say in data center projects.
Technology
Altman says data centers offer better utilization of RAM.
AI
CEO Steve Huffman linked the plan to falling search referrals and efforts to deter scraping, Reuters reports.
AI
Reuters reports that an advertising miss and negative free cash flow overshadowed Google Cloud's quarterly revenue growth.
Technology
Axios reports Reddit’s homepage and content reached through search or shared links will remain accessible without logging in.
AI
Thrive Holdings says it plans to invest in ADT's people and technology to serve home security customers.
AI
The Wall Street Journal reports Apple made flash makers open their books to check whether other buyers got better deals.
Technology
ADT and Thrive Holdings put equity value at about $7.6 billion and expect a first-quarter 2027 close.
Technology
The Wall Street Journal reports hyperscalers are bidding up flash prices after years of Apple pressing suppliers for discounts.
Technology
The Verge reports the proposed acquisition would expand DoorDash's online grocery reach through Instacart's marketplace and retailer partnerships.
Technology
TechCrunch reports Google Search revenue grew 12% year over year in Q3, down from 17% in Q2.
Technology
PCMag says the mode brings countless players to a genre whose best games still struggle to escape an unforgiving reputation.
AI
Anthropic says its registration statement is not yet effective, so securities cannot be sold or offers to buy accepted.
Technology
Kalshi says the filing is due at 9 a.m. EST; a separate post also expects it on October 26.
AI
Another poster says they think about an xkcd text even more in the AI age.
Technology
One poster praises Latent Space's take; another calls an xkcd text “canonical” for “normies” in the AI age.