October 28, 2025, 9:32 PM EDT. Elon Musk has launched Grokipedia, a crowdsourced encyclopedia positioned as a rival to Wikipedia. Promoted on X as aiming for truth, the whole truth and nothing but the truth, the site is minimalist and reportedly powered by the same xAI model behind Grok. Unlike Wikipedia's volunteer editors, it's unclear how Grokipedia articles are produced, and some entries appear adapted from Wikipedia. Grokipedia lists about 885,000 articles, far fewer than English Wikipedia's multi-million corpus. While Wikipedia emphasizes primary-source citations, Grokipedia's sourcing varies in depth. The move highlights how AI-assisted knowledge platforms may shape information ecosystems, raising questions about bias, transparency, and the role of AI in public access to knowledge.

October 28, 2025, 9:30 PM EDT. The FCC voted to block new approvals for devices containing parts from companies on its Covered List and to empower removal of existing equipment in certain cases. The move could bar devices from Huawei, Hikvision, and other Chinese firms from American networks, as they are deemed a threat to national security. Officials say many such devices are tied to foreign adversaries and could enable surveillance or disruption of communications. The rule closes the modular transmitter loophole, preventing insecure Huawei, Hikvision, or other Covered List transmitters from being used as components within lawful devices. This action highlights the broader U.S.-China tech rivalry and ongoing security reviews ahead of high-level talks.

October 28, 2025, 9:26 PM EDT. Nvidia CEO Jensen Huang said he expects to announce partnerships with prominent South Korean companies during his visit for the APEC CEO Summit. He highlighted ongoing ties with Samsung Electronics and Hyundai, saying they will invest in AI factories. Huang named other Korean players-LG, Naver, SK-as deep partners and suggested the announcements would please both the President Trump and Korea. The comments came as Nvidia prepared for the Nvidia Developer Conference in Washington and as Trump planned to meet Korean President Lee Jae Myung in Gyeongju. Huang characterized Korea as a dense partner ecosystem and indicated more news would come in coming days.

October 28, 2025, 9:10 PM EDT. New pilot recycling program, backed by a 22-national-standard regulatory framework and a newly formed national technical committee, led by Chinese researchers, raises battery recycling efficiency to unprecedented levels. The standards unify supply, production, recycling, dismantling, and chemical processing across EVs, marine, and energy-storage sectors. The rules include titles like 'Vehicle power battery recycling and dismantling specification' and 'Vehicle power battery remaining energy detection,' providing clear procedures for retired batteries. Early results show recovery rates of 99.6% for nickel, cobalt, and manganese, and 96.5% for lithium, surpassing previous goals. If scaled, this could cut virgin mining, unlock domestic materials, and create jobs, while making used batteries a predictable source of critical materials. Critics point to policy gaps elsewhere, while the numbers speak to potential.

October 28, 2025, 8:52 PM EDT. At the Sohn San Francisco conference, managers pitched ideas spanning AI to a bitcoin long/short. Freestone Grove's Ravi Paidipaty highlighted Semtech Corporation as a winner in next-gen AI data center connectivity, forecasting roughly 65% EPS growth mid-term and margin expansion under new CEO Hong Hou. Another idea pairs a long/short bitcoin trade: buy a bitcoin ETF and short Strategy, a cloud software and bitcoin treasury company with about $70 billion in crypto, which trades at a sizable premium to its bitcoin holdings. Strategy's near 50% premium drew skepticism. On the e-commerce side, Louis Chang of Gavilan spotlighted Coupang as Korea's leading and rapidly growing platform with a virtuous flywheel; he sees shares potentially doubling in 3-5 years in the base case and tripling in the upside.