Dave Lee
@davelee.me
US technology columnist, Bloomberg Opinion. Based in New York. Previously FT and BBC. Watching Cambridge United from afar. [email protected] / Signal: davelee.01 / www.davelee.me
Reposted by Dave Lee
Was not expecting this blatant xenophobia on my tv first thing in the morning...
November 27, 2025 at 1:40 PM
Was not expecting this blatant xenophobia on my tv first thing in the morning...
Thought this was just me. How is it possible NBC has its main presenters out of focus for the Macy’s parade?
November 27, 2025 at 4:43 PM
Thought this was just me. How is it possible NBC has its main presenters out of focus for the Macy’s parade?
Wishing everyone in my adopted home the happiest of Thanksgivings ❤️
November 27, 2025 at 4:36 PM
Wishing everyone in my adopted home the happiest of Thanksgivings ❤️
ah well then don't
Laura Washington: I love to host Thanksgiving but can’t cook
Laura Washington: I love to host Thanksgiving but can’t cook
I have been blessed with family and friends who can cook. So, every Thanksgiving, my husband and I open our doors, and the goodies flow in.
trib.al
November 27, 2025 at 4:15 AM
ah well then don't
Just lost an entire evening trying to make a notetaking app do some of the very basics. The whole ecosystem for productivity tools is a joke
November 27, 2025 at 4:05 AM
Just lost an entire evening trying to make a notetaking app do some of the very basics. The whole ecosystem for productivity tools is a joke
This is horrendous from the Post. You can be right leaning with standards, if you choose. Grotesque.
This is nuts!
Why is WAPO writing up anyone’s speculation about who the suspect might be?
I get that Laura’s statements and actions are at times newsworthy given her influence on Trump, but no one’s speculation — outside of a government official’s — should be written up this way.
Why is WAPO writing up anyone’s speculation about who the suspect might be?
I get that Laura’s statements and actions are at times newsworthy given her influence on Trump, but no one’s speculation — outside of a government official’s — should be written up this way.
November 26, 2025 at 11:54 PM
This is horrendous from the Post. You can be right leaning with standards, if you choose. Grotesque.
Amazing ad on the NJ Transit website, in case anybody wanted to be absolutely sure before dropping a bombshell at Thanksgiving
November 26, 2025 at 11:52 PM
Amazing ad on the NJ Transit website, in case anybody wanted to be absolutely sure before dropping a bombshell at Thanksgiving
Interesting developments here. Perlmutter was fired just days after her office put out a report saying AI training shouldn't necessarily be considered fair use under copyright law.
I've expanded on today's SCOTUS order about the Copyright Office a bit in a note because I don't find today's SCOTUS action as surprising as some others seem to find it.
substack.com/@chrisgeidne...
Here's my thinking:
substack.com/@chrisgeidne...
Here's my thinking:
November 26, 2025 at 6:41 PM
Interesting developments here. Perlmutter was fired just days after her office put out a report saying AI training shouldn't necessarily be considered fair use under copyright law.
Reposted by Dave Lee
Apple will ship about 243 million phones this year, compared to Samsung’s 235 million, according to CNBC.
https://sherwood.news/tech/apple-to-beat-samsung-in-smartphone-shipments-for-first-time-in-14-years/
https://sherwood.news/tech/apple-to-beat-samsung-in-smartphone-shipments-for-first-time-in-14-years/
Apple to beat Samsung in smartphone shipments for first time in 14 years
Apple will ship about 243 million phones this year, compared to Samsung’s 235 million, according to CNBC....
sherwood.news
November 26, 2025 at 4:07 PM
Apple will ship about 243 million phones this year, compared to Samsung’s 235 million, according to CNBC.
https://sherwood.news/tech/apple-to-beat-samsung-in-smartphone-shipments-for-first-time-in-14-years/
https://sherwood.news/tech/apple-to-beat-samsung-in-smartphone-shipments-for-first-time-in-14-years/
Reposted by Dave Lee
Nvidia investors worried last week that demand for AI hardware might fall. Now they also worry some of that could be poached, @davelee.me says www.bloomberg.com/opinion/arti...
Google Puts a Crack in Fortress Nvidia
Jensen Huang didn’t earn the nickname “Godfather of AI” for nothing.
www.bloomberg.com
November 26, 2025 at 5:35 PM
Nvidia investors worried last week that demand for AI hardware might fall. Now they also worry some of that could be poached, @davelee.me says www.bloomberg.com/opinion/arti...
frame this a little nicer and you've got a great poster on your hands
November 26, 2025 at 5:29 PM
frame this a little nicer and you've got a great poster on your hands
is the joke that this is an example of it
November 25, 2025 at 10:14 PM
is the joke that this is an example of it
present me eagerly agreeing to meetings future me will be furious about
November 25, 2025 at 10:06 PM
present me eagerly agreeing to meetings future me will be furious about
TL;DR ... the numbers just don't add up.
OpenAI needs to raise at least $207bn by 2030 so it can continue to lose money, HSBC estimates on.ft.com/4ij0yh8
OpenAI needs to raise at least $207bn by 2030 so it can continue to lose money, HSBC estimates
A burning platform
on.ft.com
November 25, 2025 at 9:11 PM
TL;DR ... the numbers just don't add up.
Reposted by Dave Lee
EXCLUSIVE: US presidential envoy Steve Witkoff advised Russia on how to pitch Ukraine plans to Trump, in audio files reviewed by Bloomberg
Witkoff Advised Russia on How to Pitch Ukraine Plan to Trump
US presidential envoy Steve Witkoff, fresh from the triumph of the Gaza peace deal, held a phone call last month with a senior Kremlin official to suggest they work together on a similar plan for Ukraine — and that Vladimir Putin should raise it with Donald Trump.
bloom.bg
November 25, 2025 at 7:52 PM
EXCLUSIVE: US presidential envoy Steve Witkoff advised Russia on how to pitch Ukraine plans to Trump, in audio files reviewed by Bloomberg
Really struggling to think of practical gifts an uncle should buy his niece for her first Christmas to help give her the best possible start in life. So far all I've come up with is a Bloomberg Terminal
November 25, 2025 at 5:30 PM
Really struggling to think of practical gifts an uncle should buy his niece for her first Christmas to help give her the best possible start in life. So far all I've come up with is a Bloomberg Terminal
Reposted by Dave Lee
This is so funny because recipes can literally already be copied and reposted with no attribution or copyright. All AI does here is add statistical noise and make the stolen content useless. AI can’t even steal content without fucking it up.
NEW: AI “recipe slop” is overrunning search and social. Food creators say Google’s AI Overviews and glossy fake food pics are drowning out real, tested recipes — collapsing traffic and setting home cooks up for disaster, especially this Thanksgiving.
Gift link: www.bloomberg.com/news/article...
Gift link: www.bloomberg.com/news/article...
AI Slop Recipes Are Taking Over the Internet -- And Thanksgiving Dinner
Food bloggers see traffic dip as home cooks turn to AI, inspired by impossible pictures
www.bloomberg.com
November 25, 2025 at 4:30 PM
This is so funny because recipes can literally already be copied and reposted with no attribution or copyright. All AI does here is add statistical noise and make the stolen content useless. AI can’t even steal content without fucking it up.
Infantino makes Sepp Blatter look unambitious www.nytimes.com/athletic/683...
Explained: Why FIFA's 2026 World Cup draw is at the heart of a political controversy
www.nytimes.com
November 25, 2025 at 4:08 PM
Infantino makes Sepp Blatter look unambitious www.nytimes.com/athletic/683...
21 days left for TikTok deal to be finalized, btw.
November 25, 2025 at 4:02 PM
21 days left for TikTok deal to be finalized, btw.
Good to see the market catching up with my take from 12 days ago.... 💰 www.bloomberg.com/opinion/arti...
Sundar Pichai Is Google’s AI ‘Wartime CEO’ After All
There was a time everyone seemed to have a take on why Open AI’s ChatGPT beat Google to market in November 2022.
www.bloomberg.com
November 25, 2025 at 3:01 PM
Good to see the market catching up with my take from 12 days ago.... 💰 www.bloomberg.com/opinion/arti...
Nvidia opens down 4.6%, Alphabet up 2.6% -- within touching distance of a $4T market cap. Is Google the barbarian at Nvidia's gates?
November 25, 2025 at 2:41 PM
Nvidia opens down 4.6%, Alphabet up 2.6% -- within touching distance of a $4T market cap. Is Google the barbarian at Nvidia's gates?
Reposted by Dave Lee
I wish I didn’t have to share this. But the BBC has decided to censor my first Reith Lecture.
They deleted the line in which I describe Donald Trump as “the most openly corrupt president in American history.” /1
They deleted the line in which I describe Donald Trump as “the most openly corrupt president in American history.” /1
November 25, 2025 at 9:26 AM
I wish I didn’t have to share this. But the BBC has decided to censor my first Reith Lecture.
They deleted the line in which I describe Donald Trump as “the most openly corrupt president in American history.” /1
They deleted the line in which I describe Donald Trump as “the most openly corrupt president in American history.” /1
Helluva quote tho
Campbell's soup VP caught on tape trashing his own brand. Oof. www.clickondetroit.com/news/local/2...
November 24, 2025 at 11:24 PM
Helluva quote tho