Ben Thompson / Stratechery:
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  —  A common explanation as to why Star Wars was such a hit, and continues to resonate nearly half a century on from its release …

The Information:
Sources: Marvell is in advanced talks to buy chip startup Celestial AI in a cash-and-stock deal that could top $5B; Celestial was valued at $2.5B in March 2025  —  Marvell is in advanced talks to buy Santa Clara-based chip startup Celestial AI in a cash-and-stock deal worth multiple billions of dollars …

The Information:
Internal memo: OpenAI CEO Sam Altman declares a “code red” to shift more resources into improving ChatGPT amid rising competition, delaying other plans like ads  —  OpenAI CEO Sam Altman on Monday told employees he was declaring a “code red” to marshall more resources to improve ChatGPT …

If you’re planning to gift an Apple device this holiday season — or treat yourself — time is now running out to take advantage of the latest Cyber Monday promos. The annual shopping holiday is already down to its final hours, and we’re starting to see some items go up in price or out of stock. […]

If you’re hoping to whittle down your wish list before the holiday panic truly sets in, Cyber Monday presents a prime opportunity. Many of the tech-y gifts we recommend for Christmas, graduation, Mother’s Day, and other celebratory events throughout the year are receiving their steepest discounts to date. These aren’t random picks, either; they’re items […]