Google Play Gets a Gemini Sidekick for Gaming - DTNS 5110

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2:30This is the Daily Tech News for Tuesday, September 23rd, 2025. We tell you what you need to know, follow up on the context of those stories, and help each other understand. Oh, and I'm going to need your help today, Jason. The Google Play Store is giving gamers an AI sidekick. What's that about? But I promise to return the favor as NVIDIA is set to invest$100 billion in open AI. And we're going to explain what this means. Yes, indeed. I'm Jason Howell. I'm Tom Merritt. And we're going to start with what you need to know with a big story.

3:03Why don't we start with Google Play? That's fun. Yeah. It's got play in the name, right? So it's got to be fun. Whimsical. Yes. Footloose and fancy free. Google Play is introducing a revamped app experience, at least for parts of the experience on Android, to, yes, improve discovery, but also kind of give people who are using the app a little bit more of a personalized experience. And yes, AI is involved. I'm sure you saw that coming. But first, the kind of non-AI part. The update includes a new U tab that's designed to be a centralized personal hub of content. also user stats, rewards, subscriptions, app updates, all things related to the user will be kind of collected in there.

3:52So you have one point of reference. The tab will give recommendations also for games, audiobooks, books, podcasts, all the stuff that Google Play Store offers up. But like I said, that's not very AI. Well, what is AI is a new feature, a new Gemini Live overlay feature that users can tap into related to games. So it's a bunch of game related functions. The play games sidekick can be dragged out to access in game. So when you're playing a game, there's a little kind of like slider thingy. You can drag it out. You've got your sidekick sidebar that suddenly pops out. Works with supported games. So the games have to actually support it.

4:35And that's at first. I think they're broadened support coming down the line. That'll give players an in-game chatbot assistant that is contextually aware. So it's watching the game that you're playing. It can offer tips. It can answer questions. If players have a question about the game itself or I need to beat this boss, how do I do it? That sort of stuff. It can understand the context and offer suggestions around it. There are also one-tap features like screenshots, recording, streaming, do not disturb, those kinds of controls that are easily accessible. And then, you know, developers are highly encouraged to get involved in this on the long term.

5:13The Sidekick is going to debut this fall. And then there's Google's Level Up program, which is more like an incentive program for developers to get on board to integrate some of these new features into their own games. So, you know, offering Playgame Sidekick support by July 2026, eventually cloud save, eventually seamless restore support by the end of next year. So it's kind of two different announcements. It's like there's the U tab, which is a little bit more like what you might expect from an app store to kind of collect and present this information. And then there's the sidekick, which is really tailored to gaming and AI.

5:51Yeah. The sidekick is the one that is more understandable and more predictable for me. We're seeing these kinds of things as companies look at different ways they can integrate LLMs into stuff. Obviously, Google wants to make best use of Gemini wherever it can. So, yeah, on Xbox, I'm going to have Copilot that helps me play games. On whatever Google does, play games, I'm going to have Sidekick, apparently. As Snoop Dogg once said for T-Mobile, everybody needs a Sidekick. So I'm glad Google is getting one. That's what they need to do. They need to tap into that collaboration in order to get more exposure here.

6:30Kids, ask your parents. The play redesign, though, I find intriguing, even though it feels like, oh, they're just going to move some stuff around and be more recommendations. They're doing these curated sections, especially in Korea and Japan, where you can actually watch short videos within the Play Store. Yeah. listen to music within the Play Store, get recommendations for content in the apps that you have, get recommendations from Gemini for different apps and all of that sort of thing. It really does feel like the Play Store that Google is designing is meant to be your launch pad. They want you to get used to just going right into play to do stuff.

7:14And I think the game sidekick, being part of the play announcement, makes sense in that respect of like, you're going to be in the Play Store, you're going to launch a game because they're going to actually do a lot more of bringing all of their different game scoreboards and everything together into the Play Store as well. And then we're going to continue to help you, right? That experience of helping you discover things is going to continue when you play and helping you play the thing. Yeah, I think what's interesting to me about this because last year Google had another similar announcement Actually, I traveled out to New York because they had an in-person event and me and Ron and a few others from the Android Faithful crew.

7:54I think Bashal was there. I remember that. And so we got kind of like hands on with their features then. And, you know, then to now, I think the kind of common feeling that I get out of these announcements is, A, yes, AI integrations, all companies are like moving quickly on doing all the things that everybody else is doing. You know, how can we integrate AI into this, into all of our efforts in a million different ways? But like actual useful tools that are based, you know, in Gemini and stuff. No, totally. I'm not saying that to denigrate them at all. I think they can be very useful. But I guess what I'm saying is on a company-wide basis, and it's not just Google, it's not just Apple, everybody's looking at all of their products and their services and thinking, how can we use this new, current, very kind of energy-driven tool to improve what we have?

8:53So that's kind of table stakes. When I look at these, though, what I realize about my own use of the Play Store, and I'm curious to hear what you have to say about the Apple App Store, is that I really don't go there very often at all anymore. Sure, I go there if I have to, but I don't spend a lot of time there. Maybe if I was a gamer and maybe what they're hoping is people will spend more time there if there's more of these integrated reasons for them to go there and to find, you know, all of their specific information, something pulling them in. Maybe they need that pull in because, I don't know, are people spending a lot of time in these apps?

9:33I'm not. Yeah. I wonder if that's the difference between an ad-driven monetization model and a not-so-reliant-on-ad-driven monetization model. Because on iOS, my experience is I go to the app store when I need to find an app. Yeah. You've got a task. I want to get this thing. Yeah, exactly. And Apple, in fact, just brought all of its games stuff into a separate app that is not part of the app store, where what Google's doing is saying, let's consolidate all our games thing, not into a games app, but into the Play Store. And I wonder if that's because they know that ad revenue might decline in other areas like search, but that if you get more people using the Play Store, you can sell more ads in the Play Store.

10:18Now, Apple sells ads in its App Store as well, but it doesn't seem to be as focused on driving usage of that as this announcement seems to be focused on driving usage of Play. Yeah. Yeah, I'll be curious to mess around with it. I mean, Google does have a separate games app as well. It's called Play Games. But it's really meant, and actually now that I think about it, I wonder how that integrates with this sidecar or the sidebar or whatever. The sidekick. The sidekick, thank you. All things apply. It works, I suppose. But how the Google Play Games app is, you know, potentially it drives the sidekick to a certain degree, Even though it's also considered part of the kind of the Google Play Store kind of arc of games, you know.

11:04And in this announcement, they really seem to be talking about games through the Play Store and not, they didn't mention the games app. No, no, they totally didn't, which is kind of surprising actually now that I think about it. Yeah, very interesting. Well, Google is, by the way, yesterday, I missed this news on yesterday's show. So I figured we're already talking about Gemini. We might as well throw this in there as well. I should mention that yesterday was the launch of TCL's QM9K Series QD Mini LED TV. Let me translate that for you. It's the first Google TV to integrate Gemini AI into its set.

11:42So this basically means that users can have, yes, conversations with their TV sets in a less restricted way, at least when you compare it to the assistant integration that came before it. So you can expect Gemini on this set specifically, and then coming to other TCL TVs through 2025, as well as devices by Hisense, Walmart's on brand, their on streamer 4K or whatever they call it, is going to get a Gemini update. And then, of course, the Google TV streamer set top box, which I'm kind of surprised didn't get this from the onset. It's interesting to me when Google's like, yeah, we'll give you the launch on this.

12:20We aren't going to put it on our own product. We don't want to risk it yet. By the way, do you pronounce that on or on? Because it has two N's. We at Android Faithful usually pronounce it on-a-na-na-na. On-a-na-na-na. Okay, that is the accepted. And I think maybe 60 % of the audience appreciates it. The other 40 % is rolling their eyes going, seriously, guys, get over it. Well, whatever your pronunciation of that is, DTNS is made possible by you, the listener. Thanks to, actually, we just have one N, so that's mispronounced. I apologize. DTNS is made possible by you, the listener. Thanks to Paul Boyer, D.

13:01Laser, and Brad. With two Ds. Yes, exactly.

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13:46They already deployed one. It's called Chat Concierge and it's simplifying car shopping. Using self-reflection and layered reasoning with live API checks, it doesn't just help buyers find a car they love. It helps schedule a test drive, get pre-approved for financing, and estimate trade in value. Advanced, intuitive, and deployed. That's how they stack. That's technology at Capital One. We all belong outside. We're drawn to nature. Whether it's the recorded sounds of the ocean we doze off to or the succulents that adorn our homes, nature makes all of our lives, well, better. Despite all this, we often go about our busy lives removed from it.

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15:59All right, there's more we need to know today, so let's get to the briefs. after sinking 5 billion into intel last week nvidia said hold my billions uh and announced its intentions to invest 100 billion dollars into open ai uh along with that investment open ai is going to use that money to buy a bunch of nvidia stuff uh they will deploy approximately 10 gigawatts of NVIDIA systems. That's about four to five million GPUs at a throw in data centers meant to train models. Essentially, NVIDIA is going to do 10 rounds of investment of 10 billion each time, and that cash will be used to pay for NVIDIA equipment to build out more capacity.

16:44Now, not all of the investment goes right back to NVIDIA, but a big chunk of it's gonna. So it's a little bit of a virtuous cycle here. It's like a circle. Yeah. The first phase is expected to come online in the second half of 2026 and will use NVIDIA's forthcoming Vero Rubin tech, which is supposed to be even better than the Blackwell chips they have now. These builds from OpenAI will be part of the Stargate project in cooperation with SoftBank. Worth pointing out, OpenAI also has a$300 billion deal with Oracle for its cloud services, along with its existing deal with Microsoft for cloud. So we're seeing a diversification.

17:22OpenAI used to be exclusively Azure. It's now got a deal to come to Oracle and a deal to build its own data centers and roll its own. Some suspect that OpenAI has a long-term plan to offer cloud services itself, kind of like the way Amazon built up its own services for retail and then created AWS to offer its excess capacity. we're a ways from open AI having excess capacity. But in a post on Tuesday, Altman wrote, our vision is simple. We want to create a factory that can produce a gigawatt of new AI infrastructure every week, every week. The execution of this will be extremely difficult. It will take us years to get to this milestone.

18:01I mean, a gigawatt a week, like how does that even compare? You know, like I was trying to poke around a little bit and get a sense of like, okay, well, you know, what are some numbers that we've heard previously? OpenAI has disclosed in the past 4.5 gigawatts over several years as a target. That's equal to two Hoover dams, by the way. NVIDIA has delivered enough GPUs in one year to fill 10 gigawatts total spread globally. Like that's massive if that is true. And then what is, and of course, I think one of the big concerns that a lot of people will be asking And certainly what came to mind for me is the environmental impact of something like that.

18:45Yeah, I don't want to sound like I am not concerned with that. There are plenty of ways to power this that have lower environmental impacts. And I think what happens is a lot of time, well, there are. No, I know. I mean, I hope that is utilized. But I think you're jumping to what I was going to say next, which is a lot of people say, okay, but are they going to use them? And that is a question. That is a fair question. And you should continue to put pressure on these companies to do so. But they can and with pressure probably will. You are seeing all of these companies scramble to prove that they are using sustainable resources.

19:27And in fact, this kind of pressure on electrical need could be the thing that forces us to convert to sustainable because the companies will need to make this affordable, need to make it fast to push out. And that pressure may actually have a cascading effect. Good point. It's not guaranteed. I'm not trying to be Pollyanna and say all our problems are solved. But, you know, that is the thing to look at is it could have that. It doesn't have to be all pessimistic. Uh, they're going to have to come up with some kind of solution for it though, because even, uh, fossil fuels is not enough to create this sort of power.

20:07So that, that's where my hope does come in is like, yeah, the polluting sources aren't enough to do that, uh, at a gigawatt of times. They're going to have to come up with new ways, uh, to provide electricity. And most of the new ways that are being developed these days are wind, solar, uh, nuclear battery storage, et cetera. So I feel like that's worth paying attention to. Also, 4 million to 5 million GPUs is apparently what NVIDIA shipped last year. So they're going to do 10 rounds of, you know, essentially double, at least doubling their shipments. NVIDIA is also scrambling to be like, don't worry, existing clients.

20:46I know this is huge, but we'll still pay attention to you. We still like you. Yeah, yeah. We're not going to ignore you just because we're getting all this open AI business. So, yeah, it is a big bet on the continued advancement of large language models in the pursuit of super intelligence versus a growing number of investors who are saying actually small language models are better. You can train them on your own stuff. They're more practical. They're more efficient. And so there's a little bit of a counter move saying, I don't know if it's worth investing all of this money on all this stuff. Yeah.

21:22Yeah, yeah. Be very, very curious to see over a long period of time, probably. Let's be real, how this all plays out. But you've made me less pessimistic, Tom. Thank you. You've given me some hope. I don't want to make you not pessimistic at all because I think that would also be wrong. But yeah, it's not necessarily like all doom and gloom in this one. Yeah. Good, good, good. I appreciate that. U.S. Secret Service agents have thwarted a major telecom threat in New York City. They dismantled a hidden network of more than 300 SIM card servers and 100 ,000 SIM cards that were believed to be targeting senior U.S.

22:00officials. Now, what can you do with these networks? They can be used to send anonymous threats. They can disable cell towers, possibly even overwhelm the communications infrastructure at large. And All of this has occurred at a time where world leaders are actually gathered in the city, in New York City, for the UN General Assembly. So the timing is obviously very suspect. The Secret Service did not name specific targets. They did not name the foreign nations who they may believe to be involved in this scheme, though initial analysis has indicated the involvement of one country and cartel members known to U.S.

22:40law enforcement. So we may or may not hear more about this in the coming days and weeks. Special Agent Matt McCool, McCool, by the way, Agent McCool, that is amazing, said the seizure was the largest operation of its kind the agency had undertaken. And that's, I don't know as much about these SIM farms as I wish I did. Uh, but the implication is usually they, they, they can DDoS, uh, and they can overwhelm. And by the reason you have a hundred thousand SIM cards, but only 300 servers is you're, you're swapping them out, uh, you know, to, to help avoid traceability. Uh, it's, it's a huge, a huge win by the secret service, which by the way, if you're like, wait, secret service, don't they protect the president?

23:24What are they doing doing this? Secret Service originated in the Treasury Department to combat counterfeiting. So this is kind of in their original mission to do this kind of thing. No more you know. And also McCool. Also, well done, Special Agent Matt McCool. Not only for your service, but also your amazing name. Oh, man. How awesome is your life if your last name is McCool? Like, you know, just through sheer opportunity. Do you think he's tired of it? Or do you think he smiles every time like, yeah, it is pretty cool? I mean, I don't know if you get tired of your name being McCool. Like, that's awesome.

23:59I await the TV series based on him. Right. GitHub is rolling out new security controls for NPM, the default packet manager for the JavaScript runtime environment Node.js. And if you know anything about this, you know that Node.js is used in everything. So if you can compromise NPM, you can compromise Node.js, and then you can compromise apps all over the place, which leads to supply chain attacks. And compromising NPM has led to thousands of developer accounts and private repositories being compromised in supply chain attacks. So what GitHub is doing is mandatory two-factor authentication for local publishing, granular access tokens with shorter life cycles.

24:44So they expire faster, seven-day life cycles, phasing out older authentication protocols that are old and broken. and stressing that developers need to be proactive. They're kind of taking them to task. Like, also, you all need to do things too. Don't just rely on us. Adopt these new measures. Secure your ecosystem. It's a collective responsibility. We'll do our part as the managers of NPM, but you need to do your part too. Bloopy Computer notes that Ruby Central also announced tighter governance of the RubyGems package manager for the same reason, trying to combat supply chain attacks. I'm so happy you tackled this one.

25:20I will fully admit that as I put together the rundown sometimes, I'm like, you know, this is one of those things that I don't completely understand. I'm not super developer-y, but it sounds important. And I'm sure there are people out there who will appreciate hearing Tom Merritt talk about this story. Well, yeah, and I'm not a developer either, so don't overestimate my knowledge of it. But, you know, as I understand it, the package manager, like any package manager, is like, oh, great. I can just take my JavaScript. I can take my Node.js and then I can push it out as a developer and say, hey, if you want to use my tool, here's the package.

25:57And if that gets compromised, every software developer who's taking advantage of that package now is compromised as well. Yeah, no, that makes a lot of sense. Okay, well, good news there. WhatsApp is launching a built-in translation feature for iPhone and Android users. It's going to allow messages to be translated into a kind of pre-selected language by the user during one-on-one chats, group chats, channel updates, a lot of things involved in this. Users can long press a message, tap the translate button, and then select their desired language, and that'll activate the feature. Android is getting support for just six languages out of the gate.

26:39iPhone users, you can gloat a little bit. You get more than 19 languages at launch, but the new feature is rolling out gradually. So if you don't see it yet, it's coming. More language support, of course, planned for future updates on both platforms. Yeah, this is one of those things, if it's not in the language you need, it's useless. It doesn't matter what platform. So if you speak the language that you need translated, it's one of the six on Android, great. There's more chances that your language will be there on iPhone. But as someone who's spending a lot of time trying to learn a language, I sometimes look at these stories and like, why am I doing this?

27:13Like within 20 years, everything's just going to be auto-translated everywhere all the time, right? I mean, yeah, in certain ways, like, you know, I go to a website and it, you know, in Chrome automatically gives me the little, oh, do you want to automatically translate this into you? And, you know, I do that and I move on with my life and I'm able to get, you know, 90 % of the intention and the meaning from it. And I don't really think twice. It gets better all the time. It's really fascinating to see how this, how fast this is developing. I know there are good reasons to learn a language for thinking differently and helping your brain and understanding cultures better and all of that.

27:49But yeah, so, so I'm not giving up, but I definitely go like, is that going to be as useful? Well, and not to mention the, like wearing an earbud to translate when you're talking to someone, like from a technological standpoint, like that's really cool. But I just, from a social standpoint that still seems like it would be a stilted, broken kind of experience versus, you know, when compared to just knowing the language and being able to connect on a human level with someone, look in their eyes and not have this like intermediary involved. Yeah, totally. No, that's true. Well, Microsoft has launched the Windows AI Lab program in Windows 11.

28:26It's a pilot designed to test features with insiders, just like other insider programs. So you test them out before they roll them out to everybody else. The program gives select users access to experimental features inside apps, starting with Microsoft Paint. Unclear what features you're going to get in Paint at this stage, but Microsoft is prompting for access within the Paint app itself. So I can imagine it's going to be like, you can write a sentence like, repaint this blue, you know, that kind of stuff. Yeah. Yeah. Well, I mean, I work a lot with Adobe's, you know, creative cloud tools and Photoshop and all of them.

29:03And Adobe has gone real deep into the integration of AI tools into the experience. You're always typing repaint this blue, aren't you? That's what, no, I say repaint this yellow. Yellow is my go-to. Oh, right, no, that makes sense, yellow, gold. I get it, okay. So I imagine some of those features, you know, coming in here, probably some sort of like, you know, whatever, a remove tool, you know. No, definitely, yeah. replace, remove and replace, that sort of stuff. Probably what you're going to see. And finally, Meta is launching the American Technology Excellence Project. It's a national super PAC here in the U.S.

29:40It's dedicated to opposing strict AI regulations. It's managed by Republican operative Brian Baker, supported by Democratic consulting firm Hilltop Public solutions. So they've got kind of involvement on both sides of the aisle. The initiative aims to elect pro-AI candidates from both parties at the state level, really working at the state level. Meta's already invested, quote, tens of millions, don't know the exact number, but there you go, into this effort. No word yet on the size of the pack, nor which state policies specifically and elections will actually be targeted here. I think what stood out for me here is that Meta, You know, it's easy to like look at this and kind of go, really?

30:25Like isn't Meta the company? Haven't they been saying like, no, come on, bring it on regulation. We need regulation in AI. And yet here they are kind of, I don't know. I would expect that this PAC will also promote certain regulations. I can already see the ad that says AI is a threat to our children. But do we have the right regulations? Congressman Baker supports killing your children. But we don't, paid for by the American technology. Right. You're so right. So, yeah, I mean, this is lobbying. This is an extension of lobbying. And they are – it's in this world, everybody is going to be tempted to go like, well, wait a minute.

31:07But which candidates are they going to support? They don't care. What they want is to make a playground where any candidate that doesn't support the regulations that meta supports is at a disadvantage in their election. Doesn't matter which party. Doesn't matter if we're talking primaries. They want to make that a situation where all the candidates are going to play within the meta recommended policy recommendations. They're just going to want to put pressure on them. It won't always work, but it'll be an influence because Meta's got a lot of money to spend on that. Indeed. Yeah. Tens of millions, in fact.

31:46Yeah. Tens of millions, honestly, is not - I know. It's not that much at all. Right? That's like a - Totally. Folks, if you would like to give us tens of millions, you know, just do it. You know, it's not that much. Come on. Actually, go to our Patreon. Just do it. But one of the perks at any level, whether it's$10 or 10 million, is you get access to our Discord, which you can chat with everybody. Go sign up. Patreon.com slash DTNS.

32:19This episode is brought to you by Capital One. Capital One's tech team isn't just talking about multi-agentic AI. They already deployed one. It's called Chat Concierge and it's simplifying car shopping. Using self-reflection and layered reasoning with live API checks, it doesn't just help buyers find a car they love. It helps schedule a test drive, get pre-approved for financing, and estimate trade-in value. Advanced, intuitive, and deployed. That's how they stack. That's technology at Capital One. Back to school is busy enough. The last thing you need is shopping that makes it harder. Whether you're moving into a dorm, your first apartment, or just getting organized for the semester, Wayfair makes it easy to get everything you need in one place.

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33:22And we end every episode of DTNS with some shared wisdom. Today, Tim speaks up in defense of ads on your refrigerator. Yeah, we got a lot of emails about the Friday story, but also you and Rob talking about it yesterday. Tim commented on Patreon, not sure I fully agree with Rob on his example about ads on the fridge. As long as it's a silent ad, I'd welcome my fridge telling me, hey, you're out of this item and it's on sale right now at this store by you, that'd be the most useful ad I'd ever encountered if it could do that. And I could still choose to just not look at it as opposed to ads on TV or streaming shows or mid-sentence ads in a lot of podcasts.

34:03So that he very kindly was like, not calling out DTNS because I've been a patron. So I don't hear those ads, but I guess he hears them elsewhere. Oh boy, mid-sentence ads. No, you know, they got to pick the locations a little better if that's happening. Um, yeah, I mean, I think this is a solid example, right? Like if, if it's actually useful, I think for me, I get a little negative on the idea of paying a bunch of money for something and then still encountering a vector for ads. It's kind of like, you know, in my mind, it's kind of like if I paid the huge, the huge sum of money to bring it into my home, like, I feel like I did my payment thing.

34:42And the argument is you would have paid more if they didn't, weren't allowed to do this. I guess, I guess that can always be the argument. Like when you look at TVs and you're like, how is this TV$299 when a smaller monitor is a thousand because the monitor doesn't have ads in the TV. Okay. Yeah, I guess so. I mean, but in this case, I do think it's a good example, right? Like that's a very usable immediately, like there's value there as a, as a owner of the fridge to know that, oh, you know, I don't have brown beef and I need it. And it's$3 cheaper at this place. Thank you for telling me that.

35:15But the fridge isn't giving you an unbiased look at the prices. No, that's true. It's giving you whoever paid to have their own. Yes. There are deals that make that appear there. And yeah, so I don't know how I feel about it. Or at least I think I do know how I feel about it and I don't want them. You don't like it. All Right. No. Well, there you go. But thank you, Tim. Thank you. Yes. I appreciate your perspective. You brought me over just a little bit closer. What are you thinking about? If you have insight into a story, you can share it with us. Feedback at DailyTechNewsShow.com. Big thanks to Tim for contributing to today's show.

35:48And thank you for being along for Daily Tech News Show. You can keep us in business. All you got to do is become a patron. Patreon.com slash DTNS. We'll see you tomorrow.

36:05The DTNS family of podcasts. Helping each other understand. Diamond Club hopes you have enjoyed this program.

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