セキュリティ ニュース: 24 9月 2025 - 19 10月 2025

November 10, 2025, 2:28 AM EST. From Ring's Smart Video Search to iPhone automation, the promise of truly smart apps often collides with real-world misfires. Ring IQ claims to identify people, vehicles, and packages and only alert you when relevant, yet users still wake to spider crawls, rain alerts, and even sunset notifications. The friction isn't just nuisance; it erodes trust in AI-powered features. The author argues these systems mistake convenience for competence, delivering irrelevant or excessive alerts while missing obvious contexts. Meanwhile, a hypothetical iPhone scenario shows smart assistants offering more complexity than help, potentially complicating simple planning tasks. The takeaway: AI features need better tuning, clearer user controls, and validation against everyday, messy reality before being marketed as smart.

November 10, 2025, 2:26 AM EST. IonQ reported record Q3 revenue growth and raised its 2025 outlook to $106-$110 million, plus world-record milestones including 99.99% two-qubit gate fidelity and the early launch of its AQ 64 system. It also expanded globally with Switzerland's first citywide quantum network deployment and advanced in the DARPA Quantum Benchmarking Initiative. These milestones strengthen the bull case by providing near-term revenue catalysts and external validation, especially for government and enterprise contracts. However, profitability remains elusive, with sizable cash burn, ongoing losses and potential dilution, plus governance and execution risks amid heavy news flow and insider selling. The valuation debate is mixed, with estimates ranging widely, suggesting upside but also substantial risk if cash burn persists.

November 10, 2025, 2:10 AM EST. Halper AI launches to give SMBs back the hours they need to grow. Founded by Eduard Gevorkyan, the company offers an AI Business Manager that quietly handles communications, bookings, invoicing and follow-ups. It integrates with Instagram, WhatsApp and calendars, and acts as an invisible partner rather than a demanding tool. Eduard's background in biochemistry, biotech and SoulsHub-acquired for €5-10 million-shaped Halper's approach. Halper measures success by freedom metrics-peace and time with loved ones. Target users like barbers and yoga studios can expect less screen time and more real time as Halper scales their business.

November 10, 2025, 1:56 AM EST. Google is rolling out updates to the Gemini app, including a new processing animation, and UI tweaks like expand/collapse controls for long queries and a Jump to bottom button to streamline ongoing chats. More significantly, Google plans to remove the option to switch back to Google Assistant, effectively locking users into Gemini and eliminating the Digital Assistant choice screen. The changes suggest Gemini is moving toward becoming the sole digital assistant option, with Assistant settings possibly disappearing from both Gemini and Google Assistant. APK teardown notes hint at future features, but public release may still vary.

November 10, 2025, 1:46 AM EST. Legendary investor Michael Burry - famous for The Big Short - is signaling a cautious stance on high-flying tech names by taking positions that could profit from a pullback in Nvidia and Palantir while questioning the durability of the AI rally. The moves, reported by insiders, suggest a bet against overhyped growth narratives and a tilt toward more selective exposure to cash-generating franchises. Critics argue that trimming exposure to AI leaders could underperform if demand for semiconductors and data analytics remains robust, but supporters say the strategy hedges risk in a frothy market. The decision highlights ongoing tensions between growth and risk management in tech equities and underscores how big bets can shape portfolio risk in 2025.