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Redacted element of a transcript
US Court of Appeals for DC Circuit
Classified

Here’s the transcript of the secret briefing that kicked off the TikTok law

Matt Phillips

It’s hard for Americans — or American politicians — to agree on much of anything these days.

But, following a classified briefing on the potential national security threat posed by TikTok on March 7, the House Energy and Commerce Committee voted unanimously to advance an incredibly contentious legislation that posed a threat to TikTok, one of the most popular forms of communication in the country. (Even after TikTok sent a urgent sounding push alert to its users' phones, directing them to call Congress and generating a flood of calls to Representatives.)

It was a remarkably rapid, unified and some might say courageous decision in a legislative body not known for such things.

The unanimous committee vote gave a jolt of momentum to the bill which passed the next week in a landslide vote by the full house. The Senate passed it the next month and President Biden signed it soon afterward.

Remarkably, we now have a transcript of that classified March 7 meeting that supercharged the journey of that bill into law.

Read the transcript here.

TikTok and its parent are fighting the law in court. And as part of that civil litigation, the government filed yesterday, a heavily redacted transcript of the briefing which was delivered, in part, by a representative of the Office of the Director of National Intelligence — identified only as Jonathan — and David Newman, a national security official at the Department of Justice, as well as others.

As you might imagine, the government has taken pains to efface any blockbuster revelations that might have been included in the classified testimony. Several pages are nothing more than large black rectangles. Elsewhere, there are merely tantalizing hints of what was said.

But in its court filing introducing the transcript, the government stressed that even providing this level of disclosure of a classified briefing is highly unusual. They argued, essentially, that the government was bending over backward to provide some transparency because of the stakes of the case.

“The government is unaware of any past circumstance in which classified testimony by the intelligence community at a classified hearing before Congress has been shared with a court for consideration in connection with civil litigation,” wrote Justice Department attorneys.

The disclosures — or lack of disclosure, depending on your perspective — reflect the unusual nature of the limited access to classified information in this case. Those limits pertain not only to the public, but also to TikTok and its attorneys which are not allowed to see the classified material either.

Unlike in a criminal case, where a defendant has some rights to see the classified evidence being presented against them, TikTok’s efforts to fight the ban is a civil matter, where it has no rights to see such classified material, says Alan Rozenshtein, an associate professor of Law at the University of Minnesota Law School and a senior editor at Lawfare, the national security law publication.

“The court is being asked to uphold this law on the basis of evidence that it cannot disclose to the litigants or to the public,” he said.

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Delays in permitting, power, and zoning cause first drop in data center construction since 2020

Despite incredible demand, the number of data centers under construction in North America fell for the first time since 2020, according to new research from CBRE.

Total data center capacity under construction dropped about 5.6% year on year from 6.35 megawatts in 2024 to 5.99 megawatts by the end of 2025.

What’s causing the delay? Slow permitting, constrained supply chains, and growing public engagement with how deals are approved at the local level. Labor constraints also were cited in the report; a tight supply of skilled workers will increase costs.

What’s causing the delay? Slow permitting, constrained supply chains, and growing public engagement with how deals are approved at the local level. Labor constraints also were cited in the report; a tight supply of skilled workers will increase costs.

-13%📱

Smartphone shipments are expected to decline 13% — the biggest drop ever — to 1.12 billion in 2026, according to new data from IDC, as the memory shortage drives up costs and prices for phones. The firm expects the average smartphone selling price to jump 14% to a record $523 this year.

The shortfall will mostly affect makers of lower-end smartphones, whose customers are more cost-conscious, while higher-end manufacturers like Samsung and Apple are likely to be more insulated from the pressure.

“The memory crisis will cause more than a temporary decline; it marks a structural reset of the entire market, fundamentally reshaping long‑term TAM (Total Addressable Market), the vendor landscape, and the product mix,” said Nabila Popal, senior research director with IDCs Worldwide Quarterly Mobile Phone Tracker. “We expect consolidation as smaller players exit, and low-end vendors to face sharp shipment declines amid supply constraints and lower demand at higher price points.”

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Google drops new Nano Banana

Google is hoping to recapture the viral boost it received when it released its Nano Banana image generation model. Nano Banana 2 arrives today, which Google has rolled into its Gemini app.

The new model promises more accurate text rendering and translation and “advanced world knowledge,” which “pulls from Gemini’s real-world knowledge base, and is powered by real-time information and images from web search to more accurately render specific subjects,” according to the company’s press release.

New creative controls let users keep groups of characters consistent across scenes, render images with higher resolution, and parse complex prompts.

The first version of Nano Banana became popular for making action figures out of users, and helped catapult the Gemini AI app to the top of the charts, bumping ChatGPT from its perch.

New creative controls let users keep groups of characters consistent across scenes, render images with higher resolution, and parse complex prompts.

The first version of Nano Banana became popular for making action figures out of users, and helped catapult the Gemini AI app to the top of the charts, bumping ChatGPT from its perch.

tech

Tesla’s ride-hailing service is looking a lot more like Uber’s than Waymo’s

Despite numerous promises about amassing a giant network of driverless cars, so far it seems like Tesla’s Robotaxis are a lot more similar to Uber’s plain old ride-hailing service than Waymo’s expanding autonomous fleet.

In California, where Tesla has its largest ride-hailing service, the company has taken no formal steps to gain approval for a truly driverless car service, according to Reuters. Throughout 2025, Tesla failed to log a single mile of autonomous test driving on state roads, and has not applied for the necessary permits to test or deploy vehicles without a human present. Currently, Tesla holds only a basic permit that requires a human safety monitor to remain in the driver’s seat at all times.

Currently, Tesla’s California Robotaxi service consists of roughly 300 Teslas operated by human drivers using the company’s supervised Full Self-Driving tech. In Austin, where the company has about 45 vehicles, Tesla made a big show earlier this year of announcing it was removing the safety monitors sitting in the front seats during rides. However, to date, only a handful of those vehicles have been reported to be actually operating without a safety monitor onboard.

In other words, it’s performing a service more akin to a tech-heavy Uber ride than the one operated by Alphabet subsidiary Waymo, which earlier this week announced it now has driverless rides available to the public in 10 markets. Even Uber is trying to put space between itself and the old driver-having Ubers of yore: this week its autonomous software partner said the company plans to launch a driverless service in London this year, with plans for 10 markets.

During its earnings report last month, Tesla said it planned to offer Robotaxi service in a half dozen new cities in the first half of this year, including Phoenix, Miami, and Las Vegas. Judging by Tesla’s progress so far, it’s likely those services will also feature a human in the front seat.

In California, where Tesla has its largest ride-hailing service, the company has taken no formal steps to gain approval for a truly driverless car service, according to Reuters. Throughout 2025, Tesla failed to log a single mile of autonomous test driving on state roads, and has not applied for the necessary permits to test or deploy vehicles without a human present. Currently, Tesla holds only a basic permit that requires a human safety monitor to remain in the driver’s seat at all times.

Currently, Tesla’s California Robotaxi service consists of roughly 300 Teslas operated by human drivers using the company’s supervised Full Self-Driving tech. In Austin, where the company has about 45 vehicles, Tesla made a big show earlier this year of announcing it was removing the safety monitors sitting in the front seats during rides. However, to date, only a handful of those vehicles have been reported to be actually operating without a safety monitor onboard.

In other words, it’s performing a service more akin to a tech-heavy Uber ride than the one operated by Alphabet subsidiary Waymo, which earlier this week announced it now has driverless rides available to the public in 10 markets. Even Uber is trying to put space between itself and the old driver-having Ubers of yore: this week its autonomous software partner said the company plans to launch a driverless service in London this year, with plans for 10 markets.

During its earnings report last month, Tesla said it planned to offer Robotaxi service in a half dozen new cities in the first half of this year, including Phoenix, Miami, and Las Vegas. Judging by Tesla’s progress so far, it’s likely those services will also feature a human in the front seat.

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