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THE DAILY INDEX

Technology, AI, software, security, crypto and business

Across today’s newsletters

Today’s Index

LARRY ELLISON, A MEDIA MOGUL LIKE NO OTHER

Larry Ellison has become a media mogul whose portfolio and power could exceed that of predecessors like Hearst and Pulitzer. Oracle is among the investors in the new American version of TikTok, and Ellison owns more than 40% of Oracle's stock and is its chief technology officer. It is still unclear what the exact share of ownership will be and who will run the new TikTok. The Ellison family recently secured an $8 billion deal for Paramount and CBS, and it is reportedly preparing a bid for Warner, which includes CNN.

APPLE WORKING ON MCP SUPPORT TO ENABLE AGENTIC AI ON MAC, IPHONE, AND IPAD

Apple has begun to lay the groundwork for adopting Anthropic's Model Context Protocol (MCP) in its latest round of betas. MCP allows AI agents to interface with traditional platforms. The standard has been widely adopted and has become a universal pathway for AI assistants to plug into APIs and data sources. Apple plans to let developers use a system-level MCP integration to expose actions and functionalities within apps to AI platforms and agents.

THUNDERING HERD PROBLEM: PREVENTING THE STAMPEDE

The "thundering herd" problem occurs when a cache miss leads to a large number of concurrent requests hitting the database for the same record, overwhelming it. There are two solutions: using a distributed lock to allow only one request to access the database, or using in-process synchronization with (as an example) Java's `CompletableFuture` and `ConcurrentHashMap`. While the distributed lock works across multiple nodes, the in-process synchronization avoids network calls but doesn't coordinate across nodes.

SHADOWLEAK EXPLOIT EXPOSED GMAIL DATA THROUGH CHATGPT AGENT

ShadowLeak is a zero-click vulnerability in OpenAI's ChatGPT Deep Research agent that utilized invisible, indirect prompt injection commands hidden in emails to exfiltrate Gmail data without user knowledge. The attack operated entirely on OpenAI's servers using the agent's browser.open() function call to send stolen data encoded in Base64 to attacker-controlled URLs, achieving a 100% success rate. OpenAI fixed the vulnerability in August after receiving a responsible disclosure, but researchers warn that the technique could also be used on other connected services, such as Google Drive, Microsoft Teams, and GitHub.

BITCOIN EYES POWELL AND INFLATION DATA AFTER LEVERAGE FLUSH

Bitcoin is consolidating below $113K as traders await Fed Chair Jerome Powell's speech and Friday's core PCE inflation data, which could shape Q4 momentum. Analysts flagged $115,200 as a key support holding above opens the door to retesting highs, while a break lower risks a slide to $105K. After last week's $1.7B leverage flush, liquidity has returned, whales are accumulating, and options demand is clustering around $120K–$125K calls, setting up Powell and PCE as critical near-term catalysts.

ALTMAN, HUANG, AND THE LAST-MINUTE NEGOTIATIONS THAT SEALED THE $100 BILLION OPENAI-NVIDIA DEAL

OpenAI and Nvidia are now more intimately linked than ever with a monumental deal that will see Nvidia investing $100 billion into OpenAI and providing cutting-edge processors to power a host of new datacenters. The deal was negotiated largely through a mix of virtual discussions and one-on-one meetings between Sam Altman and Jensen Huang - no bankers were involved. Microsoft, OpenAI's principal shareholder and primary cloud provider, was only notified about the deal a day before it was signed. Nvidia and OpenAI's first gigawatt site will go online in the back half of next year.

HOW DO YOU USE A VIRTUAL CELL TO DO SOMETHING ACTUALLY USEFUL?

Virtual cells are learned simulations of cells and cellular systems that can be observed in varying conditions and changing contexts. Computational simulations of cells can be useful for all sorts of clinical and preclinical research. The field is still in its early days, but in time, these models will become routine parts of treatments. They will help patients avoid wasting precious time on ineffective treatments and enable entirely new targets.

AI CHIPS ARE GETTING HOTTER. A MICROFLUIDICS BREAKTHROUGH GOES STRAIGHT TO THE SILICON TO COOL UP TO THREE TIMES BETTER

The chips used to run AI datacenters generate much more heat than previous generations of silicon. Current cooling technology will become a bottleneck to progress in just a few years. Microfluidics could boost efficiency and improve sustainability for next-generation AI chips. Microsoft has successfully developed an in-chip microfluidic cooling system that can effectively cool a server running core services for a simulated Teams meeting. The company's tests showed that microfluidics performed up to three times better than cold plates at removing heat. Advanced cooling technology would improve power usage effectiveness and reduce operational costs.

HOW GOOGLE'S DEV TOOLS MANAGER MAKES AI CODING WORK

Ryan Salva, Google's project manager for developer tools, is responsible for tools like Gemini CLI and Gemini Code Assist. His team recently released new third-party research that showed how developers actually use AI tools. This article contains an edited interview with Salva where he talks about the research, how he uses AI tools, and the future of IDEs. Salva believes that over time, the time spent in the IDE will gradually shrink, and the job of the developer will start looking more like an architect.

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