Polymarket's Ukraine war betting, based on ISW's map, generated $1M+ in volume for "Will Russia capture Myrnohrad?"; an "unauthorized" map edit resolved the bet (Matthew Gault/404 Media)
Americans express fear and negativity toward AI, often relying on bad arguments like water usage, a stark contrast with Asia and Europe's relative positivity (Noah Smith/Noahpinion)
UK pension funds are cutting exposure to US equities over worries about growing concentration in a few tech stocks and a potential bubble in the AI sector (Financial Times)
An interview with IBM CEO Arvind Krishna on why there's no AI bubble, his view that Watson's healthcare push was "inappropriate", IBM's quantum bet, and more (Nilay Patel/The Verge)
CANI files a CA ballot measure to let an oversight board review and undo nonprofit conversions in science and tech since Jan. 2024, indirectly targeting OpenAI (Keach Hagey/Wall Street Journal) https://www.wsj.com/tech/ai/openai-completed-its-conversion-a-new-ballot-initiative-seeks-to-reverse-it-ab04c339
Sources: Apple doesn't plan to comply with India's mandate to preload a state-owned cyber safety app on iPhones and will raise its concerns with New Delhi (Reuters) https://www.reuters.com/sustainability/boards-policy-regulation/apple-resist-india-order-preload-state-run-app-political-outcry-builds-2025-12-02/
Trade data shows South Korea's chip exports rose 38.5% YoY to a record $17.26B in November, driven by strong data center demand and higher memory prices (Reuters) https://www.reuters.com/world/asia-pacific/south-korea-november-exports-beat-forecasts-led-by-chips-autos-2025-12-01/
Nvidia announces Alpamayo-R1, an AI model for autonomous driving research, and calls it the "first industry-scale open reasoning vision language action model" (Rebecca Szkutak/TechCrunch)
Texas AG Ken Paxton says he is investigating Shein to determine whether it violated state laws on unethical labor practices and the sale of unsafe products (Jonathan Stempel/Reuters) https://www.reuters.com/world/china/shein-probed-by-texas-attorney-general-over-labor-practices-product-safety-2025-12-01/
Google, with its structural advantages, is a threat for both OpenAI and Nvidia; OpenAI has a real moat with 800M+ ChatGPT users, but needs an advertising model (Ben Thompson/Stratechery)