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1. OpenAI restores 5-hour Codex and Work limits for ChatGPT Plus users, after weeks without the restriction, saying it would smoothen the load on its compute (Marcus Mendes/9to5Mac)
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2. Docs: Meta plans to launch its version of OpenClaw, codenamed Hatch, in late August or early September and its latest AI model, Watermelon, in October (Jyoti Mann/The Information)
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3. Quintessent, a startup making optical interconnects for data centers, raised a $40M Series A led by Cycle Capital, following its $11.4M seed round in 2024 (Maria Deutscher/SiliconANGLE)
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4. Sources: Apple is about to launch a new Mac mini, potentially before its September iPhone event; Apple has tested versions with M5 and M6 (Mark Gurman/Bloomberg)
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5. Apple reverses its plan to move iCloud+ Hide My Email addresses to private.icloud.com after user backlash; the feature will continue using the icloud.com domain (Juli Clover/MacRumors)
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6. Sources: smart ring maker Oura and some of its backers seek to raise up to $3B in a US IPO that could take place as soon as September and value it at over $16B (Bloomberg)
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7. Sources: Nvidia-backed neocloud Lambda is in talks to raise up to $3B at a $12B+ valuation; its revenue this year is estimated to reach $1.5B+ (Bloomberg)
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8. Source: robotics startup Generalist, which released its GEN-1 model to complete physical tasks in April, raised ~$200M led by 8VC, after raising $400M in June (Dan Primack/Axios)
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9. Researchers detail the growing use of AI in cyberattacks across many Chinese state-linked groups, primarily using open-weight models like Kimi K3 and DeepSeek (Mark Anderson/Bloomberg)
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10. Nvidia says its inference accelerator Groq 3 LPX has entered full production and Nebius has signed on as the first customer, and SpaceX will deploy Vera CPUs (Mike Wheatley/SiliconANGLE)
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11. Temu owner PDD reports Q2 revenue up 8.1% YoY to ~$16.72B, missing estimate of ~$17.17B, net profit down 12% YoY to ~$4.04B, above ~$3.63B estimate (Tracy Qu/Wall Street Journal)
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12. IBM says it is developing a dual-architecture processor for IBM Z and LinuxONE systems that can natively execute both IBM’s z/OS workloads and Arm applications (Michael Nuñez/VentureBeat)
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13. UK’s Office for National Statistics: UK digital infrastructure investment crossed £11B in 2025, hitting dot-com boom levels, amid an AI data center surge (Tom Rees/Bloomberg)
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14. The Trump administration proposes a new $103,265 fee on H-1B applicants hired within the US after a court blocked a fee on workers from outside the country (Andrew Kreighbaum/Bloomberg)
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15. Nvidia says its Groq 3 LPX racks delivered 3,400 tokens per second in an Artificial Analysis benchmark running Gemma 4 31B with a 100,000-token input sequence (The Register)
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16. A look at startups like General Intuition working on large action models, aka world models, which are trained on videogames and simulations, to pilot robots (Christopher Mims/Wall Street Journal)
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17. Sources detail how the Trump admin bypassed the DOJ trial team and pushed to settle the Live Nation case, after CEO Michael Rapino met White House officials (Wall Street Journal)
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18. Taiwanese prosecutors indict nine people, including Nvidia and Super Micro employees, for allegedly helping illegally export AI servers to China (Reuters)
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19. China’s Bilibili relaunches its international app and plans an English-language site; it has been pushing MrBeast and others to post on its Chinese site (J.D. Capelouto/Semafor)
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20. Minimus, a cybersecurity startup started by Twistlock founders, shuts down after failing to gain enough commercial momentum; Minimus raised a $51M seed in 2023 (Meir Orbach/CTech)
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21. The FTC is settling its lawsuit against Zillow, resolving claims that Zillow violated antitrust law by paying Redfin $100M to stop competing in rental listings (Jody Godoy/Reuters)
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22. Irish lawmakers reconsider the country’s 1999 ban on nuclear power as data centers’ growing power demands account for ~25% of the country’s electricity use (Jude Webber/Financial Times)
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23. Sources: Netflix discussed adding streamers like Peacock and Fox One as it seeks to compete with YouTube and Roku in becoming a one-stop shop for TV content (John Koblin/New York Times)
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24. US business schools are racing to prepare students to become chief AI officers, even as companies are still figuring out what the newest C-suite role entails (Rthvika Suvarna/Bloomberg)
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25. Chinese EV maker XPeng says its robotics business raised $900M+ led by IDG and Gaorong Ventures at a $6.3B valuation, with Tencent and Alibaba participating (Reuters)
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26. Ukrainian officials say an AI-guided, fully autonomous Russian drone killed three Ukrainians in a strike on a gas station in the city of Zaporizhzhia (New York Times)
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27. Ukraine says Russia used an Nvidia Jetson Orin computing module in its autonomous AI-guided drones; Nvidia says they are widely available on resale markets (Andrew E. Kramer/New York Times)
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28. Fasset, which offers stablecoin-powered banking services across Asia and other emerging markets, raised $68M at a $1B valuation, after raising $51M in May (Krisztian Sandor/CoinDesk)
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29. Alibaba launches Wan3.0, a video generation model that can generate 30-second videos from documents, spreadsheets, slides, and web pages (Reuters)
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30. Xiaomi launches the Xring O3, a 3nm SoC for its mobile devices, as the company seeks to reduce reliance on longtime suppliers Qualcomm and MediaTek (Gao Yuan/Bloomberg)
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31. Sources: ByteDance is merging coding platform Trae and agent-building tool Coze into Doubao, and plans to launch Doubao Work to compete with Tencent’s WorkBuddy (Bloomberg)
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32. A look at the collapse of Zondacrypto, Eastern and Central Europe’s biggest crypto exchange, which went dark in April and is facing money laundering allegations (Andrew Higgins/New York Times)
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33. Oxford Economics: US corporate spending on equipment and facilities is set to rise 40% between 2021 and 2027, over 3x faster than Europe, driven by the AI race (Financial Times)
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34. Sources: Nvidia is in talks to invest in Perplexity’s new equity round valuing it at $30B+; Nvidia considered a tech licensing deal and hiring some of its staff (The Information)
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35. New Zealand plans a bill to ban social media for under-16s, requiring “high risk” platforms to check user ages or face penalties of up to 10% of global revenue (Tracy Withers/Bloomberg)
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36. Sources: Shein voluntarily sought the US Treasury’s CFIUS national security review of its $80M deal to buy US clothing retailer Everlane, an unusual move (Kate O’Keeffe/Bloomberg)
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37. Source: AI researcher Luke Metz, who returned to OpenAI from TML earlier this year, joins Meta’s Superintelligence Labs and will report to Alexandr Wang (Ina Fried/Axios)
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38. SoftBank plans a $6.3B retail bond sale, a record for any Japanese issuer and its third this year, as the conglomerate raises funds for its OpenAI commitments (Bloomberg)
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39. At Beijing’s World Humanoid Robot Games, a robot made by Honor ran 100m in 9.39s, and another Chinese robot finished 400m in 38.16s, both beating human records (Telegraph)
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40. A look at the playbook tech giants like Google, Microsoft, and OpenAI use to shape American schools to their benefit, and the pushback against unproven AI tools (Natasha Singer/New York Times)
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41. Trump says communities that oppose data centers are “making a mistake” as they create “tremendous amounts of jobs and money”, amid bipartisan backlash (Rebecca Falconer/Axios)
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42. Filing: Shein will debut on the Hong Kong exchange on Sept. 1, seeking up to $1.8B in its IPO with Goldman Sachs, Morgan Stanley, and JPMorgan as joint sponsors (Julia Fioretti/Bloomberg)
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43. Sam Altman says AI could end up controlled by a few powerful players, partly because AI fears could push people to trade “a lot of liberty for safety” (Truman Dickerson/Business Insider)
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44. Greg Abbott says data center companies “dug their own grave” by moving into communities without first gaining support, signaling growing Republican backlash (Axios)
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45. Sources: Hugging Face has been exploring a sale that could value it at $13B+, up from $4.5B in 2023, and has been working with a bank to gauge bidders’ interest (Katie Roof/Business Insider)
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46. Ramp data: Fable 5, launched in June, has plateaued at ~11% of spending on Anthropic tools, as companies shift to cheaper models; Opus 5 surpassed Fable 5 (George Hammond/Financial Times)
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47. Alibaba plans to raise ~$10B in a follow-on share offering to fund AI investments; sources: it plans to offer 710M shares at a 3.6% discount to Friday’s close (Reuters)
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48. Sources: foldable iPhone feels durable, fits well in a pocket, has useful iPad-like app layouts, excels as a camera viewfinder but lacks telephoto and Face ID (Mark Gurman/Bloomberg)
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49. Sources: Nvidia plans to use its $6B deal with Poolside to build an open-weight AI model to compete with Chinese models like DeepSeek and Kimi (Robbie Whelan/Wall Street Journal)
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50. A profile of Judge Yvonne Gonzalez Rogers, who is presiding over US state AGs’ social media addiction lawsuit against Meta and oversaw the Musk v. Altman trial (Jeffrey Kopp/CNBC)
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51. Sources: Flipkart Minutes, the quick commerce service of Walmart’s Flipkart, is now delivering 1.1M-1.2M orders per day, up from ~390K-400K in November 2025 (Jagmeet Singh/TechCrunch)
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52. The careers of Z.ai’s Tang Jie and Moonshot AI’s Yang Zhilin, once teacher and pupil at Tsinghua University, show that China’s AI leap is no sudden development (Raffaele Huang/Wall Street Journal)
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53. Semiconductor cram schools are flourishing in Seoul as applications to Samsung and SK Hynix surge, fuelled by record earnings and eye-catching worker bonuses (Financial Times)
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54. Sources: Iran-linked hackers shut down a small UK power plant for four days, coinciding with a wave of Iran-affiliated attacks on US water utilities (Telegraph)
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55. The popularity of risky leveraged chip ETFs in South Korea prompted regulators to cap individual exposure and mandate a weeklong investor education course (Financial Times)
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56. Brazil announces ~$444.2M in AI investments split between US and Chinese companies, including ~$250.3M for a supercomputing project with Huawei and iFlytek (Marcela Ayres/Reuters)
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57. How crypto, AI, and online betting companies emerged as the biggest industries shaping the 2026 US midterm races, as corporate spending reaches a record $517M (Dawn Kopecki/Reuters)
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58. Email: Apple Music tells industry partners that songs tagged as “materially generated using AI” by content providers will be visibly labeled on the service (Kristin Robinson/Billboard)
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59. Source: AI training data startup Micro1’s gross annual run rate grew from $100M to $500M in the past eight months, putting net annual run rate at $150M-$200M (Marina Temkin/TechCrunch)
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60. OpenAI rolls out an Apple Messages plugin for ChatGPT on macOS, letting ChatGPT read, search, and analyze chats, prepare and send messages, and more (Zac Hall/9to5Mac)
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61. A US judge tosses part of the conviction of ex-Google engineer Linwei Ding, who was found guilty of stealing AI trade secrets to benefit two Chinese companies (Tom Hals/Reuters)
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62. Nevada approves permits letting Tesla deploy up to 5,000 robotaxis in the Las Vegas area over the next year, while Waymo and Uber are each allowed up to 1,000 (Kirsten Korosec/TechCrunch)
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63. A NJ teenager drops her lawsuit against Meta, Google, and Snap over alleged social media addiction, without any payment; TikTok previously settled her claims (Diana Novak Jones/Reuters)
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64. Super Micro says its independent probe found no evidence its CEO or senior management knew of an alleged scheme to smuggle $2.5B worth of Nvidia chips to China (Amanda Gerut/Fortune)
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65. Source: Anthropic plans a safety system this year requiring enterprises to retain data for 30 days, with an option to do so on their own cloud infrastructure (Rachel Metz/Bloomberg)
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66. Sources: Nvidia plans to begin small-batch shipments of an LPU tailored for Chinese customers by the end of 2026; the chip complies with US export control rules (Qianer Liu/The Information)
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67. Ramp launches Router, an AI model routing service it has been using internally over the past three years, in the US; Router is free to use for the rest of 2026 (Ram Iyer/TechCrunch)
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68. Astromech, which uses genomic data to build predictive AI models of biological change, raised $20M at a $3.8B valuation, bringing its total funding to $60M (Dean Takahashi/GamesBeat)
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69. Google DeepMind says its Gemma family of open models has surpassed 1B downloads and developers have published 100K+ Gemma model variants over the past two years (Google)
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70. Two US senators demand answers from TikTok about a “depraved” test that withheld a safety feature from 10% of US users, including a teenager who died by suicide (Olivia Carville/Bloomberg)
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71. The Chinese city of Hangzhou deploys traffic-control robots that operate autonomously, using cameras and radar to signal traffic and flag violations (Reuters)
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72. A bankruptcy court delays Google’s $10M purchase of Spirit Airlines’ data after former flight attendants sought assurances that their info would be removed (Alexander Gladstone/Wall Street Journal)
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73. Waymo says it has built an ASIC chip that will improve its robotaxis’ reflexes and navigational skills and help it diversify away from companies like Nvidia (Edward Ludlow/Bloomberg)
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74. Circana: US video game hardware spending fell 29% YoY in July to $282M, the lowest since COVID; unit shipments fell 39% as average console prices hit $542 (Vlad Savov/Bloomberg)
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75. Anthropic-backed enterprise AI venture Ode is acquiring four-year-old AI consultancy Casper for an undisclosed fee; Ode has 100+ staff after buying Fractional (Julia Hornstein/The Information)
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76. GTA 6 leaker CyberLeek releases more footage, including a video of a character spelling “leek” with bullet holes in a wall, suggesting direct access to the game (Robert Purchese/Eurogamer.net)
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77. Study: 150+ Polymarket wallets may have traded on inside US military information, attracting copycat bets and making $8M overall, with a 97.2% average win rate (Douglas Gillison/Reuters)
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78. Slack launches Slack Code, adding dedicated, project-specific channels that let teams collaborate with AI coding agents “like teammates” across all Slack plans (Jess Weatherbed/The Verge)
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79. PitchBook: California-based startups have raised ~$366B in 2026 so far across 4,000+ companies, more than triple the total of all other 49 states combined (Paul Kiernan/Wall Street Journal)
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80. Sources: Trump officials expect Elon Musk to spend $100M to $200M in the November midterm elections, with a focus on voter turnout in key races, including Texas (Hugo Lowell/Wired)
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81. Source: Meta is spending hundreds of millions per year on Azure to consume trillions of AI tokens weekly, becoming one of Microsoft’s largest AI customers (Brody Ford/Bloomberg)
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82. Muon Space, which is building a spacecraft platform for orbital data centers and AI computing, raised a $250M Series C, with participation from Google (Yash Roy/Bloomberg)
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83. Australia passes the News Bargaining Incentive, which will tax tech giants 2.5% on their Australian ad revenue unless they strike deals with local news media (Christine Chen/Reuters)
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84. Stripe’s OpenRouter deal, its largest-ever acquisition, is a bet on a future where users turn to a mix of AI models and gives it a foothold in the token market (Kate Clark/Wall Street Journal)
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85. Uber, Verne, and Pony.ai launch autonomous rides in Zagreb, making the Croatian capital the first European city where users can book such rides via Uber’s app (Anzar Mehraj/Reuters)
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86. South Korea media: SK Hynix and its union reach a tentative deal on a 6.3% wage hike and paying out 60% of profit-sharing bonuses in shares and 40% in cash (Yoolim Lee/Bloomberg)
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87. Alibaba reports Q1 revenue up 9% YoY to ~$40B, meeting est., and net income down 75% to ~$1.6B due to heavy AI spending and weak domestic retail consumption (Luz Ding/Bloomberg)
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88. Binance launches Agent OS, a platform that lets AI agents analyze markets and execute trades on users’ behalf; users set limits on AI agents’ access and trades (Jagmeet Singh/TechCrunch)
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89. London-based Callosum, whose software matches AI tasks with different models and chips, raised a $100M seed from Atomico, UK Sovereign AI Fund, and others (Bloomberg)
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90. Virginia’s Loudoun County hosts more than 250 data centers generating huge tax revenues, as it moves to slow construction in response to pushback from residents (Cecilia Kang/New York Times)
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91. A look at Backstory, an experimental AI image authentication tool from Google DeepMind, offered for testing to journalists, researchers, and other fact checkers (Andrew Deck/Nieman Lab)
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92. China’s humanoid robot makers derive much of their revenue from government-backed training centers that sell training data back to them, raising demand concerns (William Langley/Financial Times)
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93. Sources: China is restricting or delaying exports to Taiwan of germanium- and quartz-based materials used in fiber optics, photonics, and chip manufacturing (Nikkei Asia)
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94. How Unitree’s Go series, which helped the company dominate the quadruped robot market, drew on openly published US university research funded by the US military (Michael Martina/Reuters)
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95. Hyperliquid Strategies shares jumped 31% after Trump said CFTC Chair Michael Selig is working to bring crypto platform Hyperliquid onshore in a compliant manner (Bloomberg)
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96. Pornhub says the UK’s new internet age checks have boosted non-compliant porn sites, which occupied seven of the top 10 search results for “free porn” in June (Daniel Thomas/Financial Times)
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97. The EU appears to be shifting from outsized regulatory fines against Big Tech to technical DMA orders that force compliance, such as sharing search data (Jacob Parry/Politico)
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98. German insurance giant Munich Re agrees to acquire cyber insurance provider At-Bay for $575M; At-Bay has raised $276M and was last valued at $1.35B in 2021 (Meir Orbach/CTech)
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99. Samsung announces a virtual Galaxy event for August 27 at 8am ET, where the Galaxy S26 FE is expected (Alan Friedman/PhoneArena)
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100. The US Army is phasing out its drone assault battalion, as part of a “back-to-basics” approach; it was created in January to learn from the conflict in Ukraine (Wall Street Journal)
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101. Trump urges Congress to pass the Clarity Act at a White House event with execs including the CEOs of Coinbase and Robinhood; the bill has stalled in the Senate (Bloomberg)
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102. Former Meta engineering director Arturo Béjar testifies that Mark Zuckerberg prioritized growth and engagement over child safety on Facebook and Instagram (Reuters)
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103. Sources: YouTube is offering top creators millions to post videos exclusively on YouTube for a period and will penalize those that post to Netflix concurrently (Lucas Shaw/Bloomberg)
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104. Source: Nvidia has discussed an investment in Mercor as part of a round valuing the startup at $20B; Nvidia paid Mercor tens of millions of dollars last quarter (The Information)
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105. Sources: AI chip startup Fractile is in talks to raise ~$600M at a $6.5B pre-money valuation, up from ~$1B in May, and has an initial ~$250M deal with Anthropic (Bloomberg)
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106. Sources: SpaceX approached Cognition about a potential acquisition, but Cognition didn’t engage; Cognition CEO Scott Wu says the company is “not for sale” (Bloomberg)
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107. Google announces new study tools, including a student hub, notebooks, and interactive 3D visualizations in Gemini, plus student offers for Google AI plans (Amanda Caswell/Tom’s Guide)
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108. Sources: OpenAI CFO Sarah Friar told employees at an all-hands that OpenAI “will be a public company in 2027”, or sooner if “our business continues to inflect” (CNBC)
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109. Letter: Stripe told investors January 1 marked the “beginning of the singularity”, a major inflection point in long-term trends, and H1 revenue rose 41% YoY (Axios)
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110. OpenAI is testing Private Safety Processing, a new technique to identify misuse patterns while preserving zero data retention protections, with early customers (Ina Fried/Axios)
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111. Meta launches a Mac app for Meta AI and says Meta AI can now work directly with Instagram and Facebook accounts, Meta ad campaigns, and Google Workspace (Emma Roth/The Verge)
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112. The FTC says businesses must disclose when they use personalized pricing and it will “deploy enforcement resources” against companies that do not disclose it (Dave Michaels/Wall Street Journal)
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113. Stripe agrees to buy New York-based OpenRouter for an undisclosed amount; Stripe had reportedly agreed to pay more than $7B for OpenRouter (Bloomberg)
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114. The US CFTC bans Caroline Ellison and FTX co-founder Gary Wang from trading for five years, as part of a settlement over their roles at FTX (Nicola M White/Bloomberg)
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115. Google Pixel 11 Pro Fold review: tougher body with IP68 rating and a decent triple rear camera but an iterative hardware upgrade with design that feels dated (Dominic Preston/The Verge)
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116. Nielsen rolls out changes to make its ratings more accurate, including using data from smartwatch-like devices worn by its panelists without requiring logins (Loree Seitz/The Wrap)
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117. Google Pixel Watch 5 review: Improved GPS is good, gesture controls are great, but the new health features haven’t rolled out yet and it is $50 more expensive (Victoria Song/The Verge)
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118. Memo: GOP asks AI companies to stem the backlash against data centers, saying the issue could kill the party’s chances of holding a vital Senate seat in Ohio (Alex Isenstadt/Axios)
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119. Google Pixel 11 Pro review: Magic Capture and the voice-to-text Rambler features are very useful but subpar gaming performance and HiLight is useless (Julian Chokkattu/Wired)
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120. Google Pixel 11 review: great design, nice camera features, and shares many features of the Pro phone but the hardware is unchanged and very expensive at $899 (Cameron Faulkner/The Verge)
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121. Network Bio, which is developing an AI foundation model from datasets of patient tissue and blood samples created by pooling access to biobanks, raised $50M (Brian Gormley/Wall Street Journal)
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122. A hacker known as Cyberleek leaks two GTA VI gameplay clips and the full map in protest of Rockstar Games’ digital-only release; Rockstar issues DMCA takedowns (Jowi Morales/Tom’s Hardware)
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123. Sources: Nvidia is working as a matchmaker to connect companies holding its GPUs with Nordic data center operators that have available capacity to deploy them (Kai Nicol-Schwarz/CNBC)
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124. Amazon makes its AI-powered Alexa+ free on all compatible Fire TV devices in the US, automatically upgrading users even if they don’t subscribe to Prime (Sarah Perez/TechCrunch)
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125. Rivian spinout Also, which is developing autonomous driving tech, raised a $150M Series D led by Prysm Capital, after announcing a $200M round in March 2026 (Kirsten Korosec/TechCrunch)
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126. Flipkart co-founder Sachin Bansal’s fintech startup Navi raised $100M from Prosus, its first institutional capital raise, sources say at a ~$1.3B valuation (Jagmeet Singh/TechCrunch)
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127. Sources: Veeda, which is developing world models and is led by ex-Nvidia VP of AI Research Sanja Fidler, raised a $90M+ seed and is backed by Khosla and Radical (Murad Hemmadi/The Logic)
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128. Reconstructed code from Flock’s login pages shows a new AI-powered system, called OS Investigate, that integrates license plate scans, case files, and more (Wired)
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129. Amazon plans to expand Prime Air drone deliveries to cities in at least five more US states in the coming months, including suburban Chicago and Atlanta (Matt Day/Bloomberg)
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130. UK-based automotive dealership software maker Pinewood agrees to a £545M cash takeover by US private equity firm Ridgeview, after an Apax takeover fell through (Financial Times)
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131. Marvell and Google expand their chip development deal, with Marvell granting Google a warrant to buy up to 58M+ shares at $206.58 each, totaling up to $12.2B (Dana Wollman/Bloomberg)
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132. Cybersecurity data company Prevalent AI raised $22M from Integrity Growth Partners, marking the nine-year-old startup’s first-ever outside capital raise (Duncan Riley/SiliconANGLE)
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133. Amazon appears to have leaked Jason Statham’s new film Mutiny, streaming it in full on Prime Video in the US, two days before it was supposed to hit theaters (Jess Weatherbed/The Verge)
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134. OpenAI expands its ad pilot program across 31 European markets, including Germany, France, Spain, and Italy; the pilot launched in the US, the UK, and others (Trishla Ostwal/Adweek)
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135. SMR startup Oklo is currently building its reactor in Idaho, a step towards supplying Meta with power; there are an estimated 22 active US reactor projects (Jennifer Hiller/Wall Street Journal)
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136. Google Cloud is deploying context-creating AI agents within its tools to automate tasks handled by forward-deployed engineers; Google is hiring hundreds of FDEs (Kevin McLaughlin/The Information)
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137. WiseTech says Australian antitrust authorities raided its office, seeking documents and data as part of an alleged competition law breach probe; WTC falls 8%+ (Angus Whitley/Bloomberg)
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Media and tech aren’t just intersecting – they’re fully intertwined. To understand how those worlds work, Peter Kafka talks to...
138. Filing: SK Hynix plans a ~$29B share buyback, repurchasing and canceling up to 24M treasury shares, in a bid to calm worries about the durability of AI spending (Denny Thomas/Bloomberg)
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Channels with Peter Kafka:
The $12.5 Billion Lakers, the NFL’s TV Fight, and Sports Media’s Big Split
Media and tech aren’t just intersecting – they’re fully intertwined. To understand how those worlds work, Peter Kafka talks to...
139. Sources: Samsung raises prices for advanced 4nm and 5nm chipmaking services by up to 15% for new orders in July, driven by AI demand and TSMC’s tight capacity (Reuters)
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Channels with Peter Kafka:
The $12.5 Billion Lakers, the NFL’s TV Fight, and Sports Media’s Big Split
Media and tech aren’t just intersecting – they’re fully intertwined. To understand how those worlds work, Peter Kafka talks to...
140. Kuaishou reports Q2 revenue flat at ~$5.2B, meeting est., net income down 36% YoY to ~$467M, the biggest drop since 2021, and Kling AI sales up 200% (Rachel Yeo/Bloomberg)
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Channels with Peter Kafka:
The $12.5 Billion Lakers, the NFL’s TV Fight, and Sports Media’s Big Split
Media and tech aren’t just intersecting – they’re fully intertwined. To understand how those worlds work, Peter Kafka talks to...
141. Sources: AI-drafted bills are swamping the US House’s Legislative Counsel, which now spends more time fixing them than it would spend to draft them from scratch (Owen Dahlkamp/Politico)
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OpenAI’s Head of Design: This is the best time in history to be a designer | Ian Silber
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142. Pornhub’s parent company, Aylo, will pay $120M to settle two 2021 class action lawsuits in California and Alabama alleging it profited from child abuse material (Samantha Cole/404 Media)
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OpenAI’s Head of Design: This is the best time in history to be a designer | Ian Silber
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143. Sources: Google has told suppliers it plans to move all Pixel phone, smartwatch, and wireless earbud manufacturing out of China in 2027 amid US-China tensions (Lauly Li/Nikkei Asia)
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OpenAI’s Head of Design: This is the best time in history to be a designer | Ian Silber
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144. A video found in the macOS Tahoe 26.7 release candidate appears to show a man demoing camera-equipped AirPods using Visual Intelligence (Juli Clover/MacRumors)
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OpenAI’s Head of Design: This is the best time in history to be a designer | Ian Silber
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145. Sources: Situational Awareness offered part of its $5B Anthropic stake at a 20% discount as it scrambled for cash; word of its trouble left it “being hunted” (Wall Street Journal)
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OpenAI’s Head of Design: This is the best time in history to be a designer | Ian Silber
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146. David Sacks says “Dario Amodei believes frontier AI is too powerful to distribute; we believe it is too powerful to centralize” after Amodei shared policy ideas (David Sacks/@davidsacks)
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OpenAI’s Head of Design: This is the best time in history to be a designer | Ian Silber
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147. Discord suspends livestreams in Brazil, after the country’s data protection authority ordered it last week, saying Discord failed to protect children and teens (Associated Press)
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OpenAI’s Head of Design: This is the best time in history to be a designer | Ian Silber
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148. Sources: Crusoe is in IPO talks with at least four Wall Street banks, including JPMorgan, which is advising on its $3B pre-IPO fundraise set to value it at $35B (Alan Neuhauser/Axios)
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OpenAI’s Head of Design: This is the best time in history to be a designer | Ian Silber
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149. Sources: Anthropic’s revenue run rate reached $65B by the end of July, up from $47B in May and $9B in late 2025 (Bloomberg)
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OpenAI’s Head of Design: This is the best time in history to be a designer | Ian Silber
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150. African defense tech company Terra Industries, founded in 2024, raised a $52M seed round from 8VC and others, and says it’s on track to book $100M in contracts (Dominic-Madori Davis/TechCrunch)
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OpenAI’s Head of Design: This is the best time in history to be a designer | Ian Silber
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151. Cursor says it is rolling out its code hosting service Origin in early beta on all paid plans, featuring support for repos, pull requests, GitHub sync, and more (Cursor)
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OpenAI’s Head of Design: This is the best time in history to be a designer | Ian Silber
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152. Sources: the US DOJ has been investigating a16z for nearly a year over whether its partners are improperly serving on the boards of competing AI companies (Bloomberg)
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OpenAI’s Head of Design: This is the best time in history to be a designer | Ian Silber
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153. BNPL lenders like Flex, Zip, and Affirm are now pitching loans for basic household needs; Americans spent $160B through pay-later loans in 2025, up 2x from 2023 (Stacy Cowley/New York Times)
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OpenAI’s Head of Design: This is the best time in history to be a designer | Ian Silber
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154. Opening arguments begin Tuesday in the state AGs’ social media addiction lawsuit against Meta; New Mexico AG says the consequences could be “astronomical” (Jonathan Vanian/CNBC)
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OpenAI’s Head of Design: This is the best time in history to be a designer | Ian Silber
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155. Investigation: Amazon is buying huge quantities of rare books, scanning them for AI, and destroying them; a tracked Biblio order went to its Las Vegas facility (Emanuel Maiberg/404 Media)
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OpenAI’s Head of Design: This is the best time in history to be a designer | Ian Silber
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156. Groq raised $350M led by Disruptive at a $3.5B valuation, down from $6.9B in September 2025 before Nvidia struck a licensing deal and hired much of its talent (Natasha Mascarenhas/Bloomberg)
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OpenAI’s Head of Design: This is the best time in history to be a designer | Ian Silber
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157. Uber and Zipline partner to launch Uber Eats drone deliveries in Dallas and Houston by late 2026, aiming to scale nationwide and hit 1M daily deliveries in 2029 (Kelly Cloonan/Wall Street Journal)
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OpenAI’s Head of Design: This is the best time in history to be a designer | Ian Silber
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158. ETH Zurich spinout Gravis Robotics raised a $200M Series A from SoftBank to scale Gravis Rack, a retrofit autonomous control appliance that mounts on excavators (Mike Wheatley/SiliconANGLE)
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OpenAI’s Head of Design: This is the best time in history to be a designer | Ian Silber
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159. Trump-backed WLF is collaborating with Hong Kong-based AI platform WorldClaw; 43 of its 90 AI models are developed by Chinese entities flagged as security risks (Lawrence Delevingne/Reuters)
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OpenAI’s Head of Design: This is the best time in history to be a designer | Ian Silber
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160. OpenAI signs a 20-year, 10GW data center deal in Ohio with SoftBank’s SB Energy; Nvidia agrees to backstop a portion of the value of the completed data center (Anissa Gardizy/Wall Street Journal)
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OpenAI’s Head of Design: This is the best time in history to be a designer | Ian Silber
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161. Greg Brockman calls the OpenAI-Hugging Face incident “a watershed moment” and discusses how OpenAI and other organizations can use AI to improve cyber defenses (Greg Brockman)
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OpenAI’s Head of Design: This is the best time in history to be a designer | Ian Silber
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162. Voice AI startup Wispr raised a $280M Series B led by Menlo Ventures at a $2B valuation, taking its total funding to $361M, and now has 100K business customers (Allie Garfinkle/Fortune)
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OpenAI’s Head of Design: This is the best time in history to be a designer | Ian Silber
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163. Sources: Singapore-based Shein is aiming to hit a ~$25B valuation in its Hong Kong IPO, down from its $30B-$40B goal earlier in August after investor meetings (Reuters)
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OpenAI’s Head of Design: This is the best time in history to be a designer | Ian Silber
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164. Chip giants participated in startup funding rounds collectively surpassing $250B YTD; Nvidia leads the sector in deal volume with a record 59 funding rounds (Joanna Glasner/Crunchbase News)
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OpenAI’s Head of Design: This is the best time in history to be a designer | Ian Silber
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165. Sources: Meta and BlackRock’s $14B El Paso data center project is not insured against total loss, exposing lenders to credit risks and big potential liabilities (Financial Times)
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OpenAI’s Head of Design: This is the best time in history to be a designer | Ian Silber
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166. An analysis of 60 of the largest planned US data centers: they could together produce 101.5M tons of CO2 per year, or ~7% of US power sector emissions in 2025 (Financial Times)
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OpenAI’s Head of Design: This is the best time in history to be a designer | Ian Silber
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167. Analysis: nine top tech companies including Alphabet and Meta had ~$3T of AI-related off-balance-sheet commitments, far exceeding their $600B in reported capex (Wall Street Journal)
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OpenAI’s Head of Design: This is the best time in history to be a designer | Ian Silber
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168. AI film startups are setting up studios in Hollywood, using US and Chinese AI models while touting lower production costs and a way around traditional financing (Robert Booth/The Guardian)
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OpenAI’s Head of Design: This is the best time in history to be a designer | Ian Silber
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169. Russian law enforcement docs: Binance provided Russia with transaction records and passport copies of IT specialist Yuri Belenkiy, leading to terrorism charges (Anton Zverev/Reuters)
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OpenAI’s Head of Design: This is the best time in history to be a designer | Ian Silber
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170. Anthropic’s text watermark alters word probabilities to embed a fingerprint, which could degrade Claude’s writing, despite its claim of no impact on quality (John Gruber/Daring Fireball)
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OpenAI’s Head of Design: This is the best time in history to be a designer | Ian Silber
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171. Singapore hopes access to advanced AI models will stem the flow of finance talent to Hong Kong, where financial firms struggle to access the latest US AI models (Financial Times)
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OpenAI’s Head of Design: This is the best time in history to be a designer | Ian Silber
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172. Qwen 3.8 27B shows a 17GB open-weight general purpose model can have long context, effective tool calling, strong vision ability, and competent code generation (Simon Willison/Simon Willison’s Weblog)
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OpenAI’s Head of Design: This is the best time in history to be a designer | Ian Silber
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173. Chainalysis sues the US government over ICE’s $94.6M contract to buy forensic software and services from its competitor TRM Labs, calling the deal “arbitrary” (Ezra Reguerra/Cointelegraph)
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OpenAI’s Head of Design: This is the best time in history to be a designer | Ian Silber
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174. AI video generation startup Higgsfield raised $400M from DST, Goldman Sachs, Liberty Global, Intel, and others at a $5.4B valuation, up from $1.3B in January (James Fontanella-Khan/Financial Times)
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OpenAI’s Head of Design: This is the best time in history to be a designer | Ian Silber
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175. How US industrial companies like Caterpillar, Cummins, Eaton, and Ford are pivoting their businesses to feed a booming AI data-center market for power equipment (Bob Tita/Wall Street Journal)
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OpenAI’s Head of Design: This is the best time in history to be a designer | Ian Silber
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176. A look at companies like Inception Point creating AI personas for media, fashion, film, and music industries that could host podcasts, model clothes, and more (Reggie Ugwu/New York Times)
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OpenAI’s Head of Design: This is the best time in history to be a designer | Ian Silber
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177. How a Claude model made a math breakthrough during its unsuccessful 54-hour attempt to solve the Riemann hypothesis after a user repeatedly encouraged it (Ben Cohen/Wall Street Journal)
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OpenAI’s Head of Design: This is the best time in history to be a designer | Ian Silber
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178. Patients, families, doctors, and nurses are increasingly turning to AI tools, such as Face2Gene, to help identify rare and hard-to-diagnose diseases (Alex Janin/Wall Street Journal)
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OpenAI’s Head of Design: This is the best time in history to be a designer | Ian Silber
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179. French PM Lecornu will hold a crisis meeting Monday over a June-July cyberattack on France’s tax agency that compromised 678K individual and business accounts (Phil Serafino/Bloomberg)
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OpenAI’s Head of Design: This is the best time in history to be a designer | Ian Silber
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180. Sources: Stripe has finalized a deal to acquire AI model marketplace OpenRouter for more than $7B; OpenRouter was valued at $1.3B in May (Bloomberg)
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OpenAI’s Head of Design: This is the best time in history to be a designer | Ian Silber
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181. How concerns about AI became an important midterms issue, with candidates adding AI and data center policies to their websites in ~40% of races across the US (Washington Post)
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182. Chinese citizens are more optimistic about AI than Americans because AI is seen as a practical tool in China that disrupts a smaller share of its population (Grace Shao/Bloomberg)
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183. Hugging Face says developers made 151K+ derivatives based on Qwen models, topping others, making Qwen one of the largest foundations in the open model ecosystem (Hugging Face)
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184. Fields Medalist Timothy Gowers says most famous mathematics problems solved by LLMs so far have almost all been with counterexamples rather than proofs (Timothy Gowers/Gowers’s Weblog)
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185. Pathway, which is developing AI models based on what it calls its “Post-Transformer” BDH architecture, raised a $30M seed at a $500M valuation (Antoine Tardif/Unite.AI)
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186. Malaysia’s 6% Q2 GDP growth was powered by 7.5% manufacturing growth, driven by chipmaking, and 6.6% construction growth, supported by data center development (Owen Walker/Financial Times)
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187. A profile of Sony CEO Hiroki Totoki, who aims to transform the company into a business focused on music, movies, video games, and the tech that underpins them (Jason Douglas/Wall Street Journal)
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188. BlackBerry posted a positive cash position in Q1, its first cash-positive first quarter in any fiscal year since 2017, driven by its QNX and Secusmart products (Ilya Gridneff/Financial Times)
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189. A look at Western Australian police’s first live facial recognition trial, which has scanned 130,000+ people since June, raising accuracy and privacy concerns (ABC)
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The Talk Show With John Gruber:
‘Getting the Snack Right’, With Chance Miller
The director’s commentary track for Daring Fireball. Long digressions on Apple, technology, design, movies, and more.
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190. Owner of 1.5M-page site PatronView on a year of fighting scrapers: 214:1 bot-to-human page loads, 35K Claude crawls per referred user, Amazon bot referred none (Nick Gray/PatronView)
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‘Getting the Snack Right’, With Chance Miller
The director’s commentary track for Daring Fireball. Long digressions on Apple, technology, design, movies, and more.
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191. Sources: Anthropic is courting investors for what could be the biggest IPO ever, touting rapid growth and plans to address mounting public backlash against AI (Wall Street Journal)
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The Talk Show With John Gruber:
‘Getting the Snack Right’, With Chance Miller
The director’s commentary track for Daring Fireball. Long digressions on Apple, technology, design, movies, and more.
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192. Singapore raises its 2026 GDP growth forecast to 4.5%-5.5% from 2%-4%, citing stronger-than-expected global AI investment and improved external demand (Bloomberg)
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‘Getting the Snack Right’, With Chance Miller
The director’s commentary track for Daring Fireball. Long digressions on Apple, technology, design, movies, and more.
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193. Anthropic says Claude models in the EU will now add invisible watermarks to generated text and C2PA metadata to generated files, to comply with the EU AI Act (Thomas Claburn/The Register)
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The Talk Show With John Gruber:
‘Getting the Snack Right’, With Chance Miller
The director’s commentary track for Daring Fireball. Long digressions on Apple, technology, design, movies, and more.
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194. Sources: investor interest in Situational Awareness surged after it nearly blew up on leveraged positions; the fund says it’s not accepting new capital for now (Matt Levine/Bloomberg)
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The Talk Show With John Gruber:
‘Getting the Snack Right’, With Chance Miller
The director’s commentary track for Daring Fireball. Long digressions on Apple, technology, design, movies, and more.
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195. Sources: Anthropic agreed to a 20-year, $9.1B compute deal with Riot Platforms for 191 MW of capacity at a Rockdale, TX campus; RIOT jumps ~25% after hours (Shirin Ghaffary/Bloomberg)
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The Talk Show With John Gruber:
‘Getting the Snack Right’, With Chance Miller
The director’s commentary track for Daring Fireball. Long digressions on Apple, technology, design, movies, and more.
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196. How a clause in Elon Musk’s Tesla pay package, worth up to ~$1T, could provide him a shortcut around lofty performance targets if Tesla merged with SpaceX (Wall Street Journal)
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Grit:
Booking.com CEO on AI and the Future of Travel
Grit explores what it takes to create, build and scale world-class organizations.
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Acquired:
Disney: The Renaissance and the Empire
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197. Sources: Apple remains on track for a glass-centric design overhaul of iPhone Pro’s line for 2027, countering rumors that led Jefferies to downgrade AAPL (Mark Gurman/Bloomberg)
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Booking.com CEO on AI and the Future of Travel
Grit explores what it takes to create, build and scale world-class organizations.
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Acquired:
Disney: The Renaissance and the Empire
Learn the playbooks that...
198. SpaceX’s earnings show X’s Q2 ad revenue at $367M, down from $1.08B at Twitter in Q2 2022; Musk once said he would take its annual ad revenue to $12B in 2027 (Mike Masnick/Techdirt)
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Grit:
Booking.com CEO on AI and the Future of Travel
Grit explores what it takes to create, build and scale world-class organizations.
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Acquired:
Disney: The Renaissance and the Empire
Learn the playbooks that...
199. Trump Media reports a Q2 net loss of $238.1M, vs. a net loss of $20M in Q2 2025, and says 10+ clients are paying up to $100K per month for its Truth API (Steve Kopack/NBC News)
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Grit:
Booking.com CEO on AI and the Future of Travel
Grit explores what it takes to create, build and scale world-class organizations.
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Acquired:
Disney: The Renaissance and the Empire
Learn the playbooks that...
200. Source: OpenAI head of ethics Chloé Bakalar departs after less than a year, following exits by the head of safety systems and a former head of mission alignment (Financial Times)
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Grit:
Booking.com CEO on AI and the Future of Travel
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Acquired:
Disney: The Renaissance and the Empire
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201. Anthropic makes Claude Sonnet 5’s introductory pricing permanent at $2/1M input tokens and $10/1M output tokens, canceling a planned September 1 increase (Claude/@claudeai)
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Grit:
Booking.com CEO on AI and the Future of Travel
Grit explores what it takes to create, build and scale world-class organizations.
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Acquired:
Disney: The Renaissance and the Empire
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202. YouTube says new creators will need double, or 8,000+, watch hours over the past year or 20M Shorts views in the last 90 days to start earning money from Feb. 1 (Aisha Malik/TechCrunch)
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Booking.com CEO on AI and the Future of Travel
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Acquired:
Disney: The Renaissance and the Empire
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203. Source: Applied Compute, which helps companies customize models with their data, is in talks to raise “hundreds of millions” led by Elad Gil at a ~$3B valuation (The Information)
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Booking.com CEO on AI and the Future of Travel
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Acquired:
Disney: The Renaissance and the Empire
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204. The Ninth Circuit dismisses Meta’s bid to pause a landmark trial by state AGs alleging its products addict children and have caused a youth mental health crisis (Isaiah Poritz/Bloomberg)
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Booking.com CEO on AI and the Future of Travel
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Acquired:
Disney: The Renaissance and the Empire
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205. Filing: Sergey Brin donated an additional $20M to Building a Better California, which fights California’s wealth tax, bringing his total contributions to $102M (Alicia Clanton/Bloomberg)
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Booking.com CEO on AI and the Future of Travel
Grit explores what it takes to create, build and scale world-class organizations.
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Acquired:
Disney: The Renaissance and the Empire
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206. With his long essay, Zuckerberg returns to his “open” AI arguments at an opportune time, as Chinese open models narrow the performance gap at much lower cost (M.G. Siegler/Spyglass)
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Grit:
Booking.com CEO on AI and the Future of Travel
Grit explores what it takes to create, build and scale world-class organizations.
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Acquired:
Disney: The Renaissance and the Empire
Learn the playbooks that...
207. Anthropic details an unreleased Claude model’s attempt to solve the Riemann hypothesis; it didn’t solve it but “unexpectedly” made strides on a related problem (Anthropic)
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Grit:
Booking.com CEO on AI and the Future of Travel
Grit explores what it takes to create, build and scale world-class organizations.
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208. Sources: OpenAI bought back ~$7B in shares from current and former employees in a tender offer valuing it at $852B, unchanged from its most recent funding round (Bloomberg)
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209. Sources: Apollo, Blackstone, BlackRock, KKR, and other financial groups are partnering with Nvidia on a $500B funding package for AI infrastructure development (Financial Times)
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210. OpenAI releases GPT-5.6-Cyber, a more cyber-permissive version of GPT-5.6 Sol, to some partners and expands its Daybreak cybersecurity initiative (Sam Sabin/Axios)
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211. OpenAI unveils two Daybreak tiers: Daybreak Blue, which provides access to frontier models, and Daybreak Red, which offers purpose-trained cybersecurity models (OpenAI)
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212. A US appeals court allows ~2,400 federal lawsuits against social media companies to proceed over claims their products were designed to addict young users (Diana Novak Jones/Reuters)
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213. Google adds third-party games store Aptoide to the Play Store for Android users in the US, following a judge’s orders in the antitrust lawsuit with Epic (Ryan Whitwam/Ars Technica)
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214. Sources: officials say OpenAI risks its White House relationship by hiring Dean Ball, who has criticized Trump’s AI strategy after leaving the administration (Thomas Barrabi/New York Post)
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215. Sources: AI cloud computing provider Lambda is selling a $917M leveraged loan to finance the purchase of GPUs as part of a contract with Nvidia (Bloomberg)
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216. Analysis: the 256GB iPhone 18 Pro is set to have a bill of materials cost ~38% higher than the iPhone 17 Pro due to memory prices; memory’s BOM share hits 34% (TrendForce)
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217. Sources: Microsoft plans to unveil its next-gen AI chip, the Maia 300, potentially as soon as September, and is in talks with TSMC to make 300K+ chips for 2027 (The Information)
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218. Online course cheating has accelerated from chatbot-written essays to agents executing commands like “log in and complete my quiz”; major AI tools didn’t refuse (New York Times)
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219. As Waymo expands its fleet from 700 in 2025 to nearly 4,000 now, recalls and edge-case failures like flooded roadways and a San Francisco power outage mount (Emmy Martin/New York Times)
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220. Tel Aviv- and San Francisco-based Corma, which develops AI models for defensive cybersecurity, emerges from stealth with a $60M seed led by Sequoia Capital (Emily Forlini/Fortune)
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221. Cape Town-based Moment, a provider of digital payments and billing tools for businesses across Africa, raised a $22M Series A, taking its total funding to $55M (FinTech Global)
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222. Google’s AI shakeup suggests it may be prioritizing AI diffusion over frontier-model leadership, betting on AI compute as a bigger economic opportunity (Tim O’Reilly/Asimov’s Addendum)
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223. Rights groups warn Turkey’s new cybersecurity law, which took effect in July, gives the presidency sweeping powers over online services operating in the country (John Paul Rathbone/Financial Times)
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The playbook for building high talent density teams | Adam Ward, Head of Talent at Cursor
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224. A look back at “Move 37”, a watershed AI moment from AlphaGo’s 2016 Go victory, as math witnesses similar breakthroughs where AI makes surprising discoveries (Ben Cohen/Wall Street Journal)
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The playbook for building high talent density teams | Adam Ward, Head of Talent at Cursor
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225. Data Insight: Russia’s largest online retailer Wildberries, which owes Russian banks $10B+ in loans, has lost as much as $5B in inventory to Ukrainian attacks (Wall Street Journal)
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The playbook for building high talent density teams | Adam Ward, Head of Talent at Cursor
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226. Nielsen agrees to acquire DoubleVerify and take it private in an all-cash deal with an enterprise value of around $2.15B, expected to close by Q1 2027 (Brian Steinberg/Variety)
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Hard Fork:
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227. Singapore-based AI infrastructure startup Acrab raised a $130M Series B, bringing its total funding to more than $480M (Mars W. Mosqueda Jr/DealStreetAsia)
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Hard Fork:
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228. Anthropic updates Claude Fable 5’s biology safeguards to reduce false positives, cutting biology-related “fallbacks” by ~85% in testing across product surfaces (Anthropic)
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Hard Fork:
The White House’s Secret A.I. Rules + The State of Model Alignment With METR’s Chris Painter + The Final Hot Mess Express
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229. Ad measurement company VideoAmp laid off ~20% of staff this week, citing AI as a “major platform shift”; sources: 50-60 employees were cut, including its CTO (Nat Ives/Wall Street Journal)
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Hard Fork:
The White House’s Secret A.I. Rules + The State of Model Alignment With METR’s Chris Painter + The Final Hot Mess Express
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230. At Black Hat, OpenAI reconstructs the OpenAI-Hugging Face incident and examines its implications for AI security, cyber resilience, and alignment (Black Hat on YouTube)
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Hard Fork:
The White House’s Secret A.I. Rules + The State of Model Alignment With METR’s Chris Painter + The Final Hot Mess Express
The future is already here. Each week, journalists Kevin Roose and Casey Newton explore and make...
231. Naïve, which provides infrastructure for AI agents to handle most business operations, raised a $28.5M Series A led by Nexus, bringing its total funding to $32M (Ram Iyer/TechCrunch)
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232. Sources: ByteDance is pretraining an AI model with up to 10T parameters, roughly 3x larger than Kimi K3 and larger than the 8T estimate for Anthropic’s Mythos 5 (Financial Times)
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233. Security researchers claim that Kimi K3 went outside of its sandbox during defensive cybersecurity tests, but did not hack anything after accessing the internet (Will Knight/Wired)
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234. Sources: an addendum to the bipartisan Clarity Act would force President Trump to divest from crypto businesses, letting him defer paying taxes on the gains (Bloomberg)
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235. Sources: Alibaba plans to ask heavy commercial users of its next Qwen open model for a share of revenue; Moonshot’s Kimi K3 requires up to a 30% revenue share (Reuters)
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236. Sources: Google’s AI shakeup is a seismic shift in the works for months and cements Sergey Brin’s influence, after execs became frustrated with Demis Hassabis (Financial Times)
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237. Q&A with Replit CEO Amjad Masad on why “vibe coding” is never about coding, the SaaSpocalypse, the “self-driving company”, a CEO is a glorified router, and more (Casey Newton/Platformer)
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238. Sources: up to five people tied to US Cyber Command died by suicide from early June to early July 2026, prompting it to flag a potential suicide cluster (Bloomberg)
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How The AI Bet Pays Off + AI Lab Strategy Game — With David Cahn
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239. Sydney-based AI data center company Firmus raised $2B in funding from Coatue, Nvidia, and others at a $10.5B post-money valuation, up from $5.5B in April (Nichiket Sunil/Reuters)
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240. Filing: ex-a16z partner Bryan Kim is forming venture firm Mido Capital; sources: he plans to raise ~$100M for a fund backing early-stage AI and other startups (Yuliya Chernova/Wall Street Journal)
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241. Google and data: hackers used phone calls, phishing websites, and “meticulous” tactics to target dozens of US PE firms and other businesses over the past month (Reuters)
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242. Suno says it will adopt new audio watermarking tech, fingerprinting tech, transparency tools, and a new download policy to limit the spread of spammy AI music (Terrence O’Brien/The Verge)
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243. Sources: Panthalassa, which aims to power data centers in the ocean using energy generated by waves, is raising $225M at a ~$2B valuation, up from $1B in May (Julia Hornstein/The Information)
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244. Sources: OpenAI’s new device, slated for 2027, is a hockey puck-sized smart speaker with moving parts that help give it personality, likely costing $300+ (Mark Gurman/Bloomberg)
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245. Gravity, which places text-based ads within AI chatbots, raised a $30.5M Series A co-led by Lightspeed and Committed, taking its total funding to $38.5M (Lara O’Reilly/Business Insider)
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246. Figma CEO Dylan Field forfeits ~$46M in stock awards to revive investor confidence amid AI disruption fears; FIG is down ~77% from its peak more than a year ago (Brody Ford/Bloomberg)
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How The AI Bet Pays Off + AI Lab Strategy Game — With David Cahn
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247. Sources: Nscale told potential backers it generated $100M+ in Q2 revenue, up from ~$37M in Q1, and has ~$51B in contracts, ahead of a possible September US IPO (Bailey Lipschultz/Bloomberg)
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248. OpenAI updates the default model for free users to GPT-5.6 Luna, adds unlimited text chats for free users, rolls out an improved GPT-5.6 Sol version, and more (Herb Scribner/Axios)
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249. Docs: US data labeling companies, like Surge AI and Mercor, that sell training datasets to US AI labs and the government are also selling them to Chinese labs (Anna Tong/Forbes)
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250. Scientists trained AI on genetic sequences to design viruses not found in nature, yielding 16 viable viruses that can infect bacteria but don’t threaten humans (Carl Zimmer/New York Times)
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251. Lumilens, which is building data center optical-interconnection tech to replace wires with light, raised $700M at a $5.5B valuation, for $900M in total funding (Anissa Gardizy/Wall Street Journal)
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252. Filing: Hangzhou-based Unitree Robotics prices its Shanghai IPO at ~$22/share, aiming to sell 40.4M shares to raise $904M; Unitree shipped 5,500+ robots in 2025 (Bloomberg)
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253. Rockstar says it will show an “extended look” at Grand Theft Auto VI on August 27, premiering on Netflix at 3pm ET before streaming on YouTube at 9pm ET (Andrew Webster/The Verge)
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254. Google is expanding its Gemini-powered Ask Maps feature in English to 130+ countries and adds agentic food ordering, hotel booking, and attraction searching (Jada Jones/ZDNET)
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255. Filing: DeepSeek has invested ~$20.8M in Unitree Robotics’ Shanghai IPO and agreed to jointly develop AI models for humanoid machines (Eduardo Baptista/Reuters)
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256. Meta’s Muse Spark 1.2 scores 54 on the Artificial Analysis Intelligence Index, putting Meta next to SpaceXAI in a tie for third place amongst US labs (Artificial Analysis)
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257. Ooredoo, Nvidia, Nokia, and Indosat launch Zankore, Indonesia’s first dedicated AI compute and neocloud platform; Ooredoo, which owns a 49% stake, commits $800M (Melissa Hancock/Fortune)
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258. Chainalysis: violent crypto attacks stole $30M+ in H1 2026, on track to exceed 2025’s $58M total; France is the primary hotspot with 30 publicly known cases (Naga Avan-Nomayo/The Block)
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259. OpenAI files a motion to dismiss Apple’s lawsuit accusing the AI company of stealing trade secrets, saying that the iPhone maker’s allegations are meritless (Bloomberg)
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260. PitchBook: AI voice startups raised $7B in Q1 ’26, vs. $1B in Q1 ’25, as OpenAI and Google bet on voice as the main interface for a new generation of AI agents (Cristina Criddle/Financial Times)
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261. A look at Sequoia’s revamped strategy under new stewards Alfred Lin and Pat Grady, including bold AI bets; sources: Sequoia recently closed $10B in new funding (Bloomberg)
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262. OpenAI says “Apple should not be permitted to use a baseless and pretextual lawsuit to make up for its failures to integrate AI into its products” (Megan Morrone/Axios)
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263. An interview with TMTG interim CEO Kevin McGurn on the paid API for high-speed access to Truth Social posts, the pending $6B TMTG-TAE merger, and more (Financial Times)
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264. A researcher with access to North Korean hackers’ servers says their operations have impacted 1,640 companies across 57 countries over the past 22 months (Wired)
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265. How Trump’s push for data centers is driving a boom in gas power plants, and a look at Meta’s El Paso data center, which will have 813 gas-burning generators (Hiroko Tabuchi/New York Times)
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266. DeepSeek says it plans to implement substantial price increases across its services; it currently charges $0.14/1M input and $0.28/1M output tokens for V4 Flash (Bloomberg)
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267. AppLovin reports Q2 revenue up 53% YoY to $1.92B, below $1.94B est., and forecasts Q3 revenue within estimates; APP drops 16% after hours (Kelly Cloonan/Wall Street Journal)
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268. Sapiom, which helps businesses build, ship, and scale AI agents and lower token costs, raised a $35M Series A led by Dragonfly, taking its total funding to $50M (Reed Albergotti/Semafor)
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269. Analysis: Grokipedia appears not to have updated any articles since April 24, when it stopped processing human-suggested edits; xAI launched it in October 2025 (Lawfare)
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270. Cloudflare open sources a new version of Cloudflare OS, a browser-accessible AI agentic workspace for enterprises that lets employees build custom micro-apps (Kyt Dotson/SiliconANGLE)
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271. Block reports Q2 revenue up 9% YoY to $6.62B, vs. $6.49B est., Cash App gross profit up 31% to $1.97B, and raises its FY 2026 gross profit forecast (Manya Saini/Reuters)
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272. Nikita Bier steps down as head of product at X after a little more than a year in the role and says he will continue as an adviser (Sean O’Kane/TechCrunch)
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273. Sources detail Intel’s turnaround under Lip-Bu Tan as AI demand for CPUs boosts business; Intel’s deal to make Arm’s AI data center chip fell through in 2024 (Michael Acton/Financial Times)
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274. OpenAI says the Hugging Face breach involved AI agents creating an internal message board, unnoticed by humans, where they shared exploits and planned the hacks (Lily Hay Newman/Wired)
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275. TikTok’s US entity says it is closing its Nashville office, which held some of its content moderation team; filing: TikTok laid off 250 employees at the office (Emmett Lindner/New York Times)
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276. Sandisk reports Q4 revenue up 372% YoY to $8.97B, vs. $8.48B est., and forecasts Q1 revenue below estimates; SNDK drops 5%+ after hours (Britney Nguyen/MarketWatch)
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277. Canadian national Connor Moucka pleads guilty to participating in the 2024 Snowflake hacks involving data theft from at least 165 companies, including AT&T (Jonathan Greig/The Record)
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278. Salesforce appoints Miguel Milano, its chief revenue officer, as COO; Chief Operating and Financial Officer Robin Washington will keep her title (Jordan Novet/CNBC)
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279. DoorDash reports Q2 marketplace gross order value up 36% YoY to $33.08B, vs. $32.08B est., and forecasts Q3 marketplace GOV and adjusted EBITDA above estimates (Neil J Kanatt/Reuters)
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280. Sources: Demis Hassabis had been drifting away from day-to-day duties as Google DeepMind CEO for at least a year and struggled to find satisfaction in the role (Reed Albergotti/Semafor)
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281. Figma reports Q2 revenue up 48% YoY to $370.1M, vs. $351.6M est., and lifts annual revenue forecast but keeps profit outlook intact; FIG drops 15%+ after hours (Deborah Mary Sophia/Reuters)
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282. Binance affiliates are suing RedotPay’s founders for allegedly diverting 470K+ users to a competing product in a “fraudulent scheme”, claiming $472.8M in losses (Bloomberg)
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283. Nikita Bier says he will step back from leading product for X and continue as an adviser (Nikita Bier/@nikitabier)
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284. Duolingo reports Q2 revenue up 18% YoY to $298.5M, paid subscribers up 17% to 12.7M, below est., forecasts Q3 revenue below est.; DUOL drops 11%+ after hours (Akash Sriram/Reuters)
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285. Source: Muse Spark 1.1 model breached a company’s systems during cybersecurity testing; Meta says evaluation partner Irregular caused a sandbox misconfiguration (Jyoti Mann/The Information)
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286. Jeff Dean and three other Google execs are leaving to launch Discovery Loop, which will seek AI-powered breakthroughs in drug discovery, chip design, and more (Steven Levy/Wired)
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287. Google says Chief AI Architect and Google DeepMind CTO Koray Kavukcuoglu will take over many of Demis Hassabis’ responsibilities as SVP; GOOG falls 3%+ (Bloomberg)
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288. Discovery Loop, co-founded by Jeff Dean, is backed by seed funding from Radical Ventures, Khosla Ventures, and others; Google also has a stake in the company (Cade Metz/New York Times)
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289. Reddit expands its test of Rules Hub, a suite of tools that rely on LLMs to help moderators manage their communities, and plans a full launch later this year (Jay Peters/The Verge)
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290. Elon Musk says SpaceX has decided to “build exclusively on Nvidia because we think the Vera Rubin architecture is the best architecture” (Shubhangi Goel/Business Insider)
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291. Amazon’s Zoox will start charging for rides in Las Vegas from August 10, marking the launch of its commercial operations after offering free rides since 2025 (Kirsten Korosec/TechCrunch)
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292. Hark, founded by Figure AI CEO Brett Adcock, previews Handoff, a computer use agent it says outperforms GPT-5.4 and Opus 4.8, and plans for a summer release (Ivan Mehta/TechCrunch)
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293. Demis Hassabis is stepping down as Google DeepMind CEO to be its chair and will add the title of Alphabet chief scientist; Hassabis says AGI is “close at hand” (Axios)
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294. Developers in Africa are increasingly choosing Chinese open-source AI models over US models, saying they are downloadable, easier to customize, and much cheaper (New York Times)
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295. How Pringles maker Kellanova is using AI and a partnership with Siemens to improve production of the chip in Europe, including making digital twins of its dough (Isabelle Bousquette/Wall Street Journal)
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296. Anthropic confirms it is building an in-house silicon team to design custom chips for Claude, co-designing hardware and models and using a “multi-chip approach” (Tom Carter/Business Insider)
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297. Sources: ByteDance founder Zhang Yiming told employees at an all-hands last month that the company will not use model distillation to accelerate capabilities (The Information)
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298. Faye, which offers travel insurance services and uses AI to help resolve claims, raised a $50M Series C led by Madrona, taking its total funding to $100M (Chris Metinko/Axios)
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299. Uber reports Q2 revenue up 12% YoY to $14.2B, below $14.24B est., Gross Bookings up 24% to $58B, above $57B est., and forecasts Q3 adjusted EPS below est. (Lora Kolodny/CNBC)
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300. Disney announces a global deal with TikTok to bring “thoughtfully curated” fan-created short-form videos based on Disney’s IP to Disney+’s vertical Verts feed (Brooks Barnes/New York Times)
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301. Dubai-based vehicle fleet management startup Moove raised $250M led by Abu Dhabi’s Mubadala at a $2.1B valuation to build autonomous vehicle “nests” for docking (Loni Prinsloo/Bloomberg)
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302. Uber and Wayve say Wayve received London private hire vehicle licenses for supervised robotaxis ahead of a full rollout; Waymo plans to offer robotaxis in 2026 (Natalie Lung/Bloomberg)
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303. Shopify reports Q2 revenue up 34% YoY to $3.6B, above $3.45B est., GMV up 32% YoY to $115.6B, and forecasts Q3 revenue above est.; SHOP jumps 30%+ pre-market (Deborah Sophia/Reuters)
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304. Study: Palantir’s European units made €440.5M in 2024 revenue but reported sharply lower margins than its US operations, helping cut its European tax bill (Antoaneta Roussi/Politico)
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305. Circle reports Q2 revenue up 7% YoY to $701M, below $712M est., net income of $48M, vs. $43M est., and USDC circulation at $73.4B on June 30; CRCL fell 20% YTD (Olga Kharif/Bloomberg)
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306. Europe’s established tech groups SAP, Capgemini, Sopra Steria, and OVHcloud report stronger AI demand, as enterprises shift from experimentation to deployment (Leo Marchandon/Reuters)
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307. Uber CEO Dara Khosrowshahi says the company plans to spend $10B+ “over the coming years” to deploy 120K driverless vehicles, aiming to hit 15+ cities in 2026 (Financial Times)
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308. Innolight falls after a report said the US plans to restrict imports of new Chinese data center optical transceivers; 62% of its Q1 revenue came from the US (Reuters)
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309. How Reddit moderators are battling AI-powered astroturfing ad campaigns that exploit the platform’s trusted reputation to promote skincare and other products (Mia Sato/The Verge)
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310. Sources: Samsung and SK Hynix are evaluating chipmaking equipment from China’s AMEC for possible use at their Chinese factories, as they hedge against US curbs (Reuters)
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311. A profile of livestream shopping app Whatnot, which added 20M accounts in 2025, facilitated the sale of ~$8B in goods, and is set for $1B+ in revenue in 2026 (Wall Street Journal)
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312. At the 2026 International Congress of Mathematicians, 20+ mathematicians reflect on how AI advances are transforming their work and field; many are optimistic (Kai Williams/Understanding AI)
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313. Cloudflare announces Cloudflare Wallets for users to pay for APIs and content via stablecoins, with the ability to create virtual wallets for agentic shopping (Jeff John Roberts/Fortune)
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314. House panel report: US telcos connected their systems to data centers in a way that exposed them to vulnerabilities, potentially enabling Salt Typhoon hacks (Kelcee Griffis/Bloomberg)
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Chai Discovery’s Bitter Lesson: Drug Design Is Another Scaling Problem
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315. Coupang reports Q2 revenue up 4% YoY to $8.9B and an operating loss of $556M, vs. $361M est., due to a $409M data breach fine; CPNG drops 7%+ after hours (Yoolim Lee/Bloomberg)
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316. SpaceX reports Q2 revenue from connectivity, which includes Starlink, up 66% YoY to $4.29B vs. $3.83B est., Starlink subscribers up 100% to 12M vs. 12.19M est. (Todd Bishop/GeekWire)
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317. OpenAI says one of its models exploited a website after third-party AI security lab Irregular mistakenly gave it access to the internet during evaluations (Wired)
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Chai Discovery’s Bitter Lesson: Drug Design Is Another Scaling Problem
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318. An internal TikTok doc shows it withheld a safeguarded algorithm from 10% of US users, including a 16-year-old who was fed self-harm content and died by suicide (Olivia Carville/Bloomberg)
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319. SpaceX President Gwynne Shotwell says the company aims to build out ground-based infrastructure to complement its satellite network for “a true mobile service” (Reuters)
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320. The AI frenzy has divided the VC market, as the gap between top and bottom performers has more than doubled for 2024 funds compared to funds from 2017 to 2021 (Bloomberg)
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321. SpaceX reports Q2 revenue up 92% YoY to $7.8B, vs. $6.81B est., and AI segment operating loss of $1.26B, vs. $2.39B est.; SPCX drops 5%+ after hours (Bloomberg)
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322. Samsung previews zHBM, which vertically stacks HBM atop AI accelerators, and zNAND-O, built on V-NAND, and unveils the industry’s first V10 BV-NAND architecture (Yoolim Lee/Bloomberg)
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323. The UK AISI says it observed a total of 19 instances where Mythos and GPT-5.6 Sol tried to hack people and companies during a routine cyber evaluation in July (Sam Sabin/Axios)
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324. SpaceX says its Q2 capex was $18.4B, up from $2.8B a year ago, including $15.8B for AI (Micah Maidenberg/Wall Street Journal)
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Chai Discovery’s Bitter Lesson: Drug Design Is Another Scaling Problem
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325. Pinterest reports Q2 revenue up 18% YoY to $1.18B, vs. $1.15B est., MAUs up 11% to 640M, forecasts Q3 revenue in line with estimates; PINS drops 8%+ after hours (Jonathan Vanian/CNBC)
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326. EA says its $55B acquisition by PIF, Silver Lake, and Affinity Partners has closed, taking the company private; the deal includes $20B in debt financing (Jay Peters/The Verge)
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Chai Discovery’s Bitter Lesson: Drug Design Is Another Scaling Problem
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327. SpaceX reports Q2 revenue of $4.29B from its connectivity division, which includes Starlink, $100B of cash and marketable securities, and a $47.5B order backlog (Nathan Bomey/Axios)
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328. Sources: the US’ AI framework excludes open models and defines a covered frontier model as closed source with SOTA capabilities and national security risks (Maria Curi/Axios)
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Chai Discovery’s Bitter Lesson: Drug Design Is Another Scaling Problem
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329. A US appeals court overturns a ruling that had temporarily barred Perplexity from using its agentic shopping tools on Amazon’s platform (Blake Brittain/Reuters)
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330. AMD reports Q2 revenue up 50% YoY to $11.5B, vs. $11.3B est., Data Center revenue up 107%, forecasts Q3 revenue below some estimates; AMD drops 7%+ after hours (Ian King/Bloomberg)
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331. Internal email: Microsoft introduces token budget limits for employees’ AI use, saying “tokenmaxxing is not what we are optimizing for” (Emanuel Maiberg/404 Media)
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332. Anthropic names Mariano-Florentino Cuéllar, an ex-California Supreme Court justice and a special assistant in Obama’s WH, as its first global affairs chief (Jeffrey Dastin/Reuters)
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333. Mistral releases Shieldstral, a 3B multimodal safety classifier that it says matches models up to 7x its size on text safety, available under Apache 2.0 (Mistral AI Blog)
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334. Sandisk and SK Hynix announce the High Bandwidth Flash (HBF) open specification that enables up to 512GB memory modules with 0.4 TB/s to 3.0 TB/s bandwidth (Anton Shilov/Tom’s Hardware)
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335. Sources: the White House doesn’t plan to publicly release its voluntary AI framework; details will be available to the companies that are part of the process (Maria Curi/Axios)
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336. Sources: the US is preparing to set a price floor and impose tariffs on polysilicon, a material critical to chips, later this month, in a bid to counter China (Reuters)
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337. New Jersey files an antitrust lawsuit against Amazon, alleging it abuses its dominance to impose low pay and poor conditions on independent delivery drivers (Jody Godoy/Reuters)
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338. Nvidia makes Alpamayo 2 Super, its frontier open reasoning model for robotaxis and AVs, available for commercial use under the OpenMDW-1.1 license (Jessica Soares/NVIDIA)
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339. A World Bank report says developing economies stand to benefit more from AI boosting their workers’ output than they will lose in jobs being replaced by AI (Joseph Cotterill/Financial Times)
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340. Convex, which provides an AI-optimized application backend for developers, raised a $57M Series B led by Insight Partners, taking its total funding to $110.5M (Maria Deutscher/SiliconANGLE)
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341. The DOJ secures a $3.2M settlement from OpenAI to resolve allegations it discriminated against US workers by preferring workers with temporary employment visas (Jimmy Jenkins/Bloomberg)
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342. Oligo, which offers runtime security tools, raised $60M from Ballistic Ventures, Canon Capital, and others, bringing its total funding to $140M (Duncan Riley/SiliconANGLE)
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Chai Discovery’s Bitter Lesson: Drug Design Is Another Scaling Problem
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343. Ambrook, which offers accounting software, raised a $30M Series B led by Lachy Groom as it expands beyond farming into trucking, construction, and real estate (Alex Konrad/Upstarts Media)
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344. Researchers: ChainDrop, a Shai-Hulud-based worm, has compromised 1,300+ npm packages, like Keyv, Cacheable, and flat-cache, with a combined 2B monthly downloads (Bill Toulas/BleepingComputer)
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Chai Discovery’s Bitter Lesson: Drug Design Is Another Scaling Problem
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345. Sources: the FCC is drafting a restriction on US imports of new models of Chinese data center optical transceivers, set to take effect upon publication in 2026 (Alexandra Alper/Reuters)
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346. Sources: Polymarket is in early talks with prospective investors to raise ~$1B at a $20B+ valuation, up from $15B in April 2026 and $9B in October 2025 (Todd Gillespie/Bloomberg)
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347. Uber is defending 4,000+ rider sexual-violence lawsuits by aggressively examining plaintiffs’ drinking, clothing, and more, after promising to protect survivors (Emily Steel/New York Times)
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Chai Discovery’s Bitter Lesson: Drug Design Is Another Scaling Problem
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348. Analysis: in 2026 so far, US police arrested at least 37 people in connection to data center protests and intervened to prevent confrontations in 12 more cases (Joe Wilkins/Futurism)
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Chai Discovery’s Bitter Lesson: Drug Design Is Another Scaling Problem
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349. AI cloud startup Volta raised $300M co-led by a16z and Altimeter at a $2.4B valuation and says it landed a $10B contract with an unnamed leading AI developer (Dina Bass/Bloomberg)
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350. Obsidian Security, which helps companies secure AI agents, raised an $85M Series D at a $1.1B valuation, after raising a $90M Series C in April 2022 (Akash Sriram/Reuters)
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Chai Discovery’s Bitter Lesson: Drug Design Is Another Scaling Problem
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351. HappyRobot, which uses AI to automate freight operator communications, raised a $150M Series C at a $1.2B valuation, after a $44M Series B in September 2025 (Lily Mae Lazarus/Fortune)
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Chai Discovery’s Bitter Lesson: Drug Design Is Another Scaling Problem
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352. Sources: China’s CXMT is set to manufacture small quantities of LPDDR6 smartphone memory by the end of 2026, as it seeks to compete with SK Hynix and Samsung (Bloomberg)
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Chai Discovery’s Bitter Lesson: Drug Design Is Another Scaling Problem
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353. Sources: Anthropic agreed to a $10B deal for computing capacity in Norway from Nvidia-backed AI cloud startup Volta; Volta says the deal runs for six years (Bloomberg)
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354. Spotify reports Q2 revenue up 14% YoY to €4.8B, Premium Subscribers up 9% YoY to 300M, MAUs up 12% YoY to 777M, below 778M guidance, and a €545M net income (Todd Spangler/Variety)
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355. Bending Spoons agrees to acquire Airtable in an all-cash deal valuing the US software company at $1.285B, set to close by 2026-end, its first post-IPO deal (Reuters)
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356. Source: Apple passed $10B in annual sales in India for the first time in FY 2026, up from $9B in 2024-25 and $6B in 2022-23, as it expands its retail footprint (Sankalp Phartiyal/Bloomberg)
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357. Sources: the US is focused on promoting US AI models to be more competitive, after officials considered taking a more interventionist approach to open source AI (New York Times)
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358. How Wall Street learned to love the blockchain, as US regulators accept tokenized assets and other tech can offer significant advantages in speed and efficiency (Nikou Asgari/Financial Times)
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Chai Discovery’s Bitter Lesson: Drug Design Is Another Scaling Problem
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359. Sources: Beijing is growing concerned about the cyber capabilities of Mythos and other US-developed frontier AI models and their potential as offensive weapons (Bloomberg)
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Chai Discovery’s Bitter Lesson: Drug Design Is Another Scaling Problem
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360. Sources and filings: Google assembled a ~$200B financing program for Anthropic, with $150B+ tied to TPUs and involving Broadcom, Blackstone, Apollo, and others (Financial Times)
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361. A look at Alphabet’s moonshot lab X and interviews with its staff, including CEO Astro Teller, on reinventing itself and what its next big thing might be (Harry McCracken/Fast Company)
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362. Filing: Apple asks a US judge for a preliminary injunction barring two former staff and OpenAI from accessing, acquiring, using, or disclosing confidential info (Reuters)
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363. Q&A with Bluesky CEO Toni Schneider on the AT Protocol, ActivityPub, scaling moderation, Bluesky’s reputation as a progressive social media network, and more (Nilay Patel/The Verge)
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364. OpenAI disputes Apple’s account of pre-lawsuit contacts, rejects claims that ex-staff used confidential information, shares iMessages and emails, and more (OpenAI)
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365. Sources: HP, Asus, and Acer have started using small amounts of DRAM chips from CXMT in their laptops for non-US markets, amid an unprecedented memory shortage (Nikkei Asia)
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366. Apple says it “briefly removed Telegram from the App Store” over CSAM on Monday, restoring it after Telegram “promptly removed the content and banned the user” (Marcus Mendes/9to5Mac)
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This CPO regrets that product management exists | Tom Verrilli (CPO of Whatnot)
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367. Sources: to fight critics on social media, DHS sent platforms hundreds of subpoenas and asked posters to sign letters saying speech about ICE “may” be a crime (Wall Street Journal)
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368. TikTok agrees to settle three more teen social media lawsuits ahead of trial; 2,600 cases with similar claims are pending in California federal court (Dietrich Knauth/Reuters)
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369. Texas halts approval of data center grid connections until audits are performed; projects representing 474+ GW are in the queue, over 5x the grid’s peak demand (The Texas Tribune)
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370. Snap reports Q2 revenue up 19% YoY to $1.6B, vs. $1.54B est., DAUs up 5% to 493M, vs. 487M est., forecasts Q3 revenue above est.; SNAP jumps 10%+ after hours (Jonathan Vanian/CNBC)
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371. Amazon becomes the fifth company to reach a $3T market cap, joining Nvidia, Alphabet, Microsoft, and Apple; its stock closed up 4.58% on Monday (Jeran Wittenstein/Bloomberg)
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372. Samsung says it’s restricting app registrations and removing apps with SDKs that can turn smart TVs into residential proxy exit nodes, after a similar ban by LG (Zack Whittaker/TechCrunch)
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373. Palantir reports Q2 revenue up 93% YoY to $1.94B, vs. $1.8B est., US commercial revenue up 149%, and raises FY 2026 revenue guidance; PLTR jumps 9%+ after hours (Samantha Subin/CNBC)
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374. Court docs: an FBI agent has been charged with amassing ~$1M worth of cryptocurrency, largely by making unauthorized withdrawals from a criminal target overseas (Devlin Barrett/New York Times)
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375. Leaked doc: Microsoft plans to bring Xbox 360 games to PC, and the games will be able to run on the next-gen Project Helix console, “Xbox PCs”, and handhelds (The Verge)
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376. US satellite internet provider Hughesnet files for Chapter 11 after losing subscribers to Starlink and plans to focus on business and government customers (Michael Kan/PCMag)
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377. Mariana Minerals, which builds and operates mines using its MarianaOS software platform, raised a $310M Series B, bringing its total funding to $400M (Allie Garfinkle/Fortune)
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378. Valar, which is making small modular nuclear reactors to power data centers, raised a $1B Series B led by Sequoia at a $6B post-money valuation (Bloomberg)
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379. China has revised regulations to tighten protection of chip layout designs, including punitive damages for serious infringement, taking effect on October 15 (Eduardo Baptista/Reuters)
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380. The White House says it has met its deadline to establish a voluntary framework for evaluating advanced AI models; it did not provide details of the framework (Maria Curi/Axios)
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381. India proposes extending tax exemptions until 2041 for foreign companies that provide machinery to contract manufacturers, something Apple had lobbied for (Reuters)
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382. Sources: the Trump administration invites staffers from OpenAI, Google, Anthropic, and others to the White House on Tuesday to review the AI oversight framework (The Information)
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383. UK court filing: in July, Apple launched a new legal challenge against the UK government’s attempt to create a “backdoor” to access encrypted customer data (Tim Bradshaw/Financial Times)
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384. Zenity, which develops a platform for securing AI agents, raised a $125M Series C led by Norwest Venture Partners, taking its total funding to ~$185M (Meir Orbach/CTech)
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385. Visa plans to acquire Israeli company BioCatch, which uses AI to detect fraud and distinguish legitimate users from attackers in real time, for $2.4B in cash (Katherine Hamilton/Wall Street Journal)
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386. Michael Saylor’s Strategy sold 1,638 bitcoin for ~$104.7M, reducing its holdings to 842,138, or ~4% of total supply, with a $10.9B paper loss at current prices (James Hunt/The Block)
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387. Horizon3, whose AI penetration testing platform NodeZero helps find and exploit attack paths in production systems, raised a $250M Series E at a $2B valuation (Kate Park/TechCrunch)
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388. Ofcom Chair Ian Cheshire says he is overseeing a “wide-ranging” review aimed at refitting the regulator to new duties overseeing Big Tech and enforcing the OSA (Daniel Thomas/Financial Times)
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389. YouTuber Hank Green faces online criticism after using ChatGPT to help research a script, and says his LLM usage “is not healthy for me or good for the world” (Anthony Ha/TechCrunch)
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390. June, which aims to help enterprise AI deployment by finding bottlenecks and building agents, emerges from stealth with $20M led by Marc Benioff’s Time Ventures (Tim Fernholz/TechCrunch)
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391. Sources: South Korean AI chip designer DeepX raised a ~$29M Series D at a ~$2.2B valuation, and is in talks to raise ~$209M at a ~$2.4B valuation by September (Yoolim Lee/Bloomberg)
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392. London-based AI chip startup Olix raised $312M led by Fundomo, with participation from Arm, at a $3.3B valuation, up from $1B+ after raising $220M in February (Tim Bradshaw/Financial Times)
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393. The EU’s AI Act enforcement powers take effect, letting it evaluate AI models before regional release, restrict market access, fine model providers, and more (Kai Nicol-Schwarz/CNBC)
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394. Source: Dario Amodei expressed concern about staff coming to Anthropic for the money rather than the mission, as Anthropic, OpenAI, and others battle for talent (Axios)
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395. Artificial Analysis: DeepSeek’s V4-Flash costs $0.14/1M input and $0.28/1M output tokens, or $0.03 per test, far below Kimi K3’s $0.86 and GPT-5.6 Sol’s $1.86 (Eduardo Baptista/Reuters)
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396. Alibaba prices Qwen3.8-Max at $2 per 1M input tokens and $6 per 1M output tokens via its API, below Kimi K3’s $3/1M input tokens and $15/1M output tokens (Henry Siu/The Information)
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397. Japanese startups are racing to enter defense drone production, as Tokyo seeks to cut reliance on Chinese industrial drones, which control 91% of Japan’s market (Mitsuru Obe/Nikkei Asia)
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398. Indeed: UK employers are creating jobs for senior staff in software engineering and IT, where AI enhances the value of experience, while cutting back elsewhere (Irina Anghel/Bloomberg)
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399. Four US states rolled back or paused data center tax incentives, and nine others are weighing repeal measures, potentially adding 7% or more to equipment costs (Ann Davis Vaughan/The Information)
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400. A detailed recap of the real-world target hacks by OpenAI’s and Anthropic’s models, exposing failures in AI alignment training and meaningful supervision (Zvi Mowshowitz/Don’t Worry About the Vase)
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401. Alibaba says its 2.4T-parameter Qwen3.8-Max tops Kimi K3 on some benchmarks, and says it plans to release the weights of Qwen3.8-Max and Qwen3.8-27B next week (Luz Ding/Bloomberg)
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402. Two independent teams used GPT-5.6 Sol Ultra on the same quantum cryptography problem, filing papers 3 hours apart, raising questions about scientific credit (Peter Hall/Scientific American)
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403. An unsecured police dashboard exposed China’s extensive tracking of foreigners, aggregating data from surveillance cameras, facial recognition tools, and more (New York Times)
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404. Robinhood’s prediction markets revenue surged 10x+ YoY to $156M in Q2, topping stock and crypto for the first time as speculators shift to real-world event bets (Yueqi Yang/The Information)
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405. A look at Central Asia’s emerging data center race, led by Uzbekistan’s 6MW TAS-1 due by year-end and Kazakhstan’s 125MW facility with 100K Nvidia chips by 2027 (Yevgeniya Mikhailidi/Nikkei Asia)
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406. A look at the US open-weight AI model ecosystem, as VCs question the revenue potential of open-weight startups like Arcee, Reflection AI, and Poolside (Wall Street Journal)
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407. Experts say US law is unprepared for rogue AI agents and models, as recent OpenAI and Anthropic incidents raise questions over legal liability and repercussions (Lily Hay Newman/Wired)
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408. Thoughts on Apple Upgrade; sources: MacBook Air is now facing shortages too; Apple wants to turn its future glasses and headsets into health and fitness devices (Mark Gurman/Bloomberg)
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409. Trump Media’s new paid data API launches, for “a direct, licensed, real-time feed of the platform’s most market-moving Truths”; Dem. senators asked SEC to probe (CJ Haddad/CNBC)
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410. An investigation reveals Dubai-based unlicensed crypto exchange Shelbit has processed at least $4B as part of Iran’s sanctions-evasion operation since May 2024 (Reuters)
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411. Officials: the scope of cyberattacks on US water systems now includes at least seven states and may be far wider; MN was just the first to publicly report them (New York Times)
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412. US judge refuses xAI’s request to stop a Minnesota law banning “nudify” apps, noting the request came only three days before the law was to take effect (NBC News)
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413. Bitcoin hardware wallet Coldcard shipped a faulty firmware build, and hackers are now draining wallets; Galaxy Research estimates $70M+ stolen (Shaurya Malwa/CoinDesk)
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414. A look at the deluge of AI computing power set to come online in the coming years; Epoch AI expects the number of AI chips in use to double every nine months (New York Times)
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415. This year’s Defcon badges include Baochip-1x, an open source chip whose security is verifiable and that can also be used as a hardware security token (Kim Zetter/Wired)
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416. At the UN AI for Good summit, a big Chinese delegation argued Chinese open-source AI models are the future for most of the world, while US presence was muted (J.D. Capelouto/Semafor)
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417. Toronto-based Terminal, whose API connects insurance products and commercial fleet software with telematics data, raised a $20M Series A led by Battery Ventures (Alex Riehl/BetaKit)
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418. Foundational Industries, which aims to build AI-run factories for physical products, starting with custom data center rack enclosures, raised a $25M seed (Lily Mae Lazarus/Fortune)
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419. Sensor Tower: India’s mobile app market generated a record $345M in consumer spending in Q2, up 35% YoY; ChatGPT ranked No. 1 by downloads and No. 2 by revenue (Jagmeet Singh/TechCrunch)
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420. Sources detail how OpenAI fell behind Anthropic in revenue growth and valuation after prioritizing consumer chatbots and flashy side projects over coding tools (Berber Jin/Wall Street Journal)
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421. ThreatLocker raised a $190M Series F led by Elephant as it looks to extend its zero-trust enterprise security platform to protect against AI-related risks (Kyle Alspach/CRN)
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422. Tel Aviv-based Bloom Security, which develops endpoint security tools for monitoring AI agents, extensions, and more, emerges from stealth with a $20M seed (Chris Metinko/Axios)
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423. Inside Larry Ellison’s debt-fueled push to turn Oracle into an AI juggernaut by aligning with Trump, backing Project Stargate, and partnering with OpenAI (New York Times)
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424. A US judge largely denies Perplexity and three data scraper firms’ bid to dismiss Reddit’s lawsuit over claims of copyright law violations under DMCA (Ashley Belanger/Ars Technica)
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425. Harmony, which offers AI-powered enterprise software for handling tasks such as employee onboarding and software access, raised a $34M seed led by Lightspeed (Geoff Weiss/Business Insider)
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426. ProphetX, a CFTC-designated sports prediction market that is also building a B2B business to sell its exchange infrastructure to other companies, raised $35M (Ryan Lawler/Axios)
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427. Sources: OpenAI demoed a new “Astra” AI model family to US policymakers and regulators this week, touting its improved abilities to complete long-running tasks (The Information)
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‘What’s in Louie’s Wallet’, With Louie Mantia
The director’s commentary track for Daring Fireball. Long digressions on Apple, technology, design, movies, and more.
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428. Filing: Amazon has completed its $50B investment in OpenAI; source: OpenAI received the final tranche this week, taking Amazon’s position to roughly 5% (Financial Times)
Featured Podcasts
The Talk Show With John Gruber:
‘What’s in Louie’s Wallet’, With Louie Mantia
The director’s commentary track for Daring Fireball. Long digressions on Apple, technology, design, movies, and more.
Subscribe to The Talk Show With John...
429. The FTC clears quantum computing company IonQ’s $1.8B acquisition of chipmaker SkyWater after the FTC’s two members disagreed at first on imposing conditions (Jody Godoy/Reuters)
Featured Podcasts
The Talk Show With John Gruber:
‘What’s in Louie’s Wallet’, With Louie Mantia
The director’s commentary track for Daring Fireball. Long digressions on Apple, technology, design, movies, and more.
Subscribe to The Talk Show With John...
430. Amazon shares closed up 15.32% on Friday, the biggest one-day jump since April 2012, after the company reported accelerating AWS revenue (Spencer Soper/Bloomberg)
Featured Podcasts
The Talk Show With John Gruber:
‘What’s in Louie’s Wallet’, With Louie Mantia
The director’s commentary track for Daring Fireball. Long digressions on Apple, technology, design, movies, and more.
Subscribe to The Talk Show With John...
431. Cybersecurity experts fault Anthropic and OpenAI for sloppy safeguards and inadequate human oversight after their models broke into outside organizations (Bloomberg)
Featured Podcasts
The Talk Show With John Gruber:
‘What’s in Louie’s Wallet’, With Louie Mantia
The director’s commentary track for Daring Fireball. Long digressions on Apple, technology, design, movies, and more.
Subscribe to The Talk Show With John...
432. Sources: OpenAI has discovered other instances where AI agents escaped containment; none of the agents were thought to have left OpenAI’s network (Reuters)
Featured Podcasts
The Talk Show With John Gruber:
‘What’s in Louie’s Wallet’, With Louie Mantia
The director’s commentary track for Daring Fireball. Long digressions on Apple, technology, design, movies, and more.
Subscribe to The Talk Show With John...
433. Roblox shares close down ~27%, its worst-ever daily percentage decline, after forecasting falling bookings and slowing revenue growth; RBLX is down 40%+ YTD (Kit Norton/Barron’s Online)
Featured Podcasts
The Talk Show With John Gruber:
‘What’s in Louie’s Wallet’, With Louie Mantia
The director’s commentary track for Daring Fireball. Long digressions on Apple, technology, design, movies, and more.
Subscribe to The Talk Show With John...
434. OpenAI says its models now have more than 1B active users and are used by more than 2M businesses (Katherine Hamilton/Wall Street Journal)
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435. Index Ventures has raised $2B in new capital: a $900M venture vehicle, $400M for seed financing, and an addition of $700M to a 2024 $1.5B growth fund (Mark Bergen/Bloomberg)
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436. Snap says its recommendation systems will be adjusted so only videos created by real people, not AI-generated ones, are eligible for Spotlight recommendations (Lauren Forristal/TechCrunch)
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437. Trump says he does not think Iran is behind a cyberattack on Minnesota water systems: “I think I blame it on Minnesota because they’re grossly incompetent” (Reuters)
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438. Sources: NXP is in talks to buy Ambarella, which has a market cap of ~$3.3B and makes image-processing chips for security cameras and self-driving cars (Oliver Barnes/Financial Times)
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439. Filing: Microsoft’s product R&D roles declined for the second straight year as the company’s total FY2026 headcount fell for the first time since 2016 (Todd Bishop/GeekWire)
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440. South Korea plans to inject ~$14B into its sovereign wealth fund for strategic investments in AI, data centers, and infrastructure, after a rout in tech stocks (Haram Lim/Bloomberg)
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441. DeepSeek V4 Flash scores 50 on the Artificial Analysis Intelligence Index, matching Gemini 3.6 Flash and up 10 points from the preview launch in April (Artificial Analysis)
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442. Google starts rolling out access to Gemini Spark for Google AI Pro subscribers to over 160 countries and adds a Chrome auto browse integration on desktop (Abner Li/9to5Google)
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443. SpaceXAI says it will remove 69 gas turbines used to power the Colossus data centers near Memphis by July 2027, as it moves to a 1.2 GW natural gas power plant (Tim De Chant/TechCrunch)
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444. MediaTek says its board has approved a discretionary $5B financing budget to support long-term growth, including its expansion into AI chips for data centers (Wen-Yee Lee/Reuters)
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445. London-based Nscale agrees to acquire Anyscale, a source says for ~$1.65B; Anyscale, which helps AI workloads run more efficiently, had a $1B+ valuation in 2022 (Brody Ford/Bloomberg)
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446. K2 Space, which builds satellites for tasks like data-heavy communications and may power space-based data centers, raised a $500M Series D at a $6.8B valuation (Rebecca Torrence/Bloomberg)
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447. Intercontinental Exchange agrees to acquire electronic fixed-income trading platform MarketAxess for $6B in cash, a 33% premium, set to close in H1 2027 (Katherine Hamilton/Wall Street Journal)
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448. Google integrates Nano Banana 2 into Google Earth via a new Create Image button, letting users prompt to create infographics or visual alterations of locations (David Gewirtz/ZDNET)
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449. Sources: TSMC is developing advanced AI chip packaging tech, internally called “EMIB-like”, similar to Intel’s Embedded Multi-die Interconnect Bridge technique (Qianer Liu/The Information)
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450. Filing: Meta reports $279B in future lease agreements in Q2 related to AI data centers that are not reflected on its balance sheet, up 53% from the prior period (Shona Ghosh/Bloomberg)
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451. Amazon’s Zoox receives the NHTSA’s first US approval for paid deployment of its steering wheel-free robotaxi and can deploy up to 2,500 per year through 2028 (Abhirup Roy/Reuters)
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452. Google-backed nuclear fusion company Commonwealth Fusion Systems raised $1B, after raising a $1.8B Series B in 2021 and $863M in 2025, and plans a 2030s launch (Zachary Skidmore/DatacenterDynamics)
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453. Sources: Amazon staff find “catastrophically expensive” AI costs due to a lack of controls, like $1.8M on Claude to fail to match author details with listings (Rafe Rosner-Uddin/Financial Times)
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454. LinkedIn says it will keep its investments in GPUs, compute, and storage capacity flat during FY 2027, after doubling its GPU efficiency in the past six months (Paresh Dave/Wired)
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455. X rolls out X Money to US Premium and Premium+ subscribers, combining a deposit account with up to 6% APY, free instant transfers on X, and a Visa debit card (Zac Hall/9to5Mac)
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456. A federal judge issues a preliminary injunction blocking Minnesota from enforcing a newly enacted law that banned prediction markets like Kalshi and Polymarket (Nate Raymond/Reuters)
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457. Cadence reports Q2 revenue up 24.2% YoY to $1.58B and raises its annual revenue forecast to between $6.26B and $6.34B vs. $6.21B est.; CDNS up 4%+ after hours (Reuters)
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458. Claude chats showed in Google and Bing search results, despite Anthropic’s robots.txt saying not to crawl them, likely because the pages lacked a “noindex” tag (Maddy Varner/Wired)
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459. French carrier Orange and infrastructure investor Morrison agree to create a data center platform in France targeting 400 MW, backed by a €3B investment program (Molly Schuetz/Bloomberg)
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460. Dario Amodei says Anthropic has never backed an open-weights model ban, lists reasons top chips shouldn’t be sold to China, calls for global model testing, more (Anthropic)
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461. The US National Vulnerabilities Database recorded 45,207 software security flaws so far in 2026, on pace to roughly double the tally of flaws recorded in 2025 (Patrick Howell O’Neill/Bloomberg)
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462. China’s market regulator says it had fined and confiscated ~$770M from Trip.com for abusing its dominant position in the domestic online hotel-booking market (Reuters)
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463. Sources: DeepSeek told investors it is suspending its second funding round after remarks attributed to Liang Wenfeng on US-China AI competition went viral (Pei Li/Bloomberg)
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464. Several universities including Yale, Johns Hopkins, and the University of Waterloo have restricted or disabled their use of AI detectors over accuracy concerns (Ima Jackson-Obot/Financial Times)
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465. SK Group Chair Chey Tae Won says Anthropic has asked SK Hynix for supplies to make its own chips, calling it remarkable that an AI developer has chip ambitions (Ian King/Bloomberg)
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466. Sources: OpenAI and Anthropic quietly lobby Washington regulators to restrict open-source AI models, even as Sam Altman publicly says he supports open source AI (New York Times)
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467. Samsung announces a $200B+ contract to make chips for Broadcom through 2030, focusing on its 2nm and below process technologies for Broadcom’s products (Hooyeon Kim/Bloomberg)
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468. A profile of Hangzhou-based Unitree, which shipped 5,500 humanoid robots in 2025, accounting for 25%+ of the global market, as it prepares for a Shanghai IPO (Charlie Campbell/Time)
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469. As student protests spread across India, Narendra Modi turns to Reels, swapping his trademark cinematic videos for self-recorded messages aimed at Gen Z (Akriti Sharma/Bloomberg)
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470. A profile of Yang Zhilin, founder of Moonshot AI, which faced early doubts over revenue and model capabilities before its Kimi K3 delivered a “DeepSeek moment” (Financial Times)
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471. Progress Software agrees to acquire Domo’s AI and data platform business for $400M; Domo will remain publicly listed and change its name after the deal closes (Larry Dignan/Constellation Research)
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472. Analysis: US tech companies have cut ~140K jobs YTD, or more than 33% of announced US layoffs in 2026, with ~50K cuts from Amazon, Oracle, Meta, and Microsoft (Financial Times)
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473. Verizon CEO Dan Schulman says Verizon will provide dark-fiber connectivity for Google’s data centers in a $1B+ deal, with more such deals in the pipeline (Jaspreet Singh/Reuters)
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474. Sources: CXMT expelled Huawei-linked SiCarrier staff from its R&D zone amid a pricing dispute, as Chinese memory makers flex their newfound clout to hike prices (Reuters)
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475. Meshy, whose AI-powered tech lets users generate 3D assets from text and image prompts, raised a ~$400M Series B at a $1.5B valuation (Abhinaya Prabhu/Tech Funding News)
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476. Candid Health, which develops tech and AI agents to automate medical billing and claims processing workflows, raised a $120M Series D led by Sixth Street Growth (Lily Mae Lazarus/Fortune)
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477. Neocloud Fluidstack, which has partnered with Anthropic, announces that it raised an $830M Series A led by Situational Awareness at a $7.5B valuation in January (Maria Deutscher/SiliconANGLE)
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478. Sources: Apple has pitched Trump on using Chinese memory chips in its products sold outside the US; Micron warned such a plan could destroy the US chip industry (Wall Street Journal)
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479. After a backlash, Meta pauses its plan to “rate limit” Conversation Focus, an accessibility feature for its glasses that runs on-device (Sean Hollister/The Verge)
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480. The US, China, and other APEC economies release a statement supporting open models, while emphasizing respect for security, data protection, and IP rights (Evelyn Cheng/CNBC)
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481. An appeals court narrowly blocks Texas from enforcing a monitoring and filtering requirement under its children’s online safety law, over Section 230 preemption (Jonathan Stempel/Reuters)
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482. Nvidia and SK Group unveil a $500B+ AI initiative that includes an SK Hynix partnership to secure next-gen memory supply for Nvidia and joint development of HBM (Reuters)
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483. Sources: OpenAI’s models breached Hugging Face from July 11 to 13 and OpenAI realized their models were behind the hack several days later (Reuters)
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484. Sources: Prentis, which develops computer use models and is co-founded by Reid Hoffman and Marc Pincus, is in talks to raise $100M at a $1B valuation (Marina Temkin/TechCrunch)
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485. A joint preliminary evaluation by the UK’s AISI and the US’ CAISI finds Kimi K3 trails leading US frontier closed weight models on cyber capability (AI Security Institute)
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486. Nvidia plans to invest $1B in Naver to help finance an AI data center in South Korea, and partners with SK Group to build more than 2 GW of AI data centers (Ian King/Bloomberg)
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487. Trump says the US will initiate a probe into the EU’s practice of “robbing” US tech giants with fines, threatening the bloc with “substantial” tariffs (Kevin Breuninger/CNBC)
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488. Anthropic launches Claude Opus 5, which it says comes close to Fable 5 performance at half the price; it is the new default model on Claude Max (Anthropic)
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489. Anthropic says Opus 5 model “is the least susceptible to being tricked into misuse”; it is Anthropic’s fourth model release in less than two months (Madison Mills/Axios)
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490. Meta updates Meta AI with Muse Spark 1.1-powered agentic capabilities, connecting to Gmail and Google Calendar to perform tasks like creating daily updates (Ina Fried/Axios)
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491. Opus 5 improves coding, reasoning efficiency, and prompt-cache-friendly tool use, and is priced at $5/1M input tokens and $25/1M output, same as Opus 4.8 (David Gewirtz/ZDNET)
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492. The DOJ is prosecuting a Cop City protester for allegedly providing CBP with a “duress” passcode that wiped the contents of his GrapheneOS phone (Timothy Pratt/The Guardian)
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493. Anthropic expects Opus 5 “classifiers to intervene around 85% less often than they do for Fable 5”; Opus 5 is not included in its 30-day data retention policy (Igor Bonifacic/Engadget)
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494. Letter: Qualcomm tells customers it plans to raise prices by double digit percentage points, after exhausting its ability to absorb higher costs from suppliers (Ian King/Bloomberg)
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495. Midjourney bought astrology app Co-Star, which uses AI to offer personalized advice, in the spring and is building its first standalone image-generation app (Natalie Lung/Bloomberg)
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496. Facebook plans to test a full-screen “immersive video” player when users open the app, replacing the newsfeed, in select international markets this year (Alex Weprin/The Hollywood Reporter)
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497. Delhi High Court rules OpenAI’s use of ANI content to train ChatGPT wasn’t copyright infringement as the news agency didn’t show ChatGPT reproduced its reports (Munsif Vengattil/Reuters)
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498. In their letter defending open-weight AI, tech companies urge lawmakers to avoid “premature restrictions” that “stifle competition or drive innovation overseas” (Ashley Capoot/CNBC)
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499. Sources: Anduril is in talks with investors for a new funding round that could see it valued at around $100B; the company raised $5B at a $61B valuation in May (Reuters)
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500. World Foundation, the nonprofit behind the World protocol, raised $52.5M led by Pantera through a strategic sale of its WLD token with a one-year lockup (Yogita Khatri/The Block)
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501. Meta, Nvidia, Microsoft, a16z, and others sign a letter defending open-source AI; Jensen Huang, in his first X post, says open models strengthen cybersecurity (Leo Schwartz/The Information)
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502. Preliminary findings: the EU Commission says TikTok’s accounts for minors violate the DSA, citing features that could expose children to bullying and predators (Foo Yun Chee/Reuters)
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503. Poolin, previously regarded as one of the world’s largest crypto mining pool providers, files for Chapter 11 and seeks to sell its Texas mining assets for $52M (Brian Danga/The Block)
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504. Meta launches Seller, a free standalone app version of Facebook Marketplace; Seller includes AI features that scan photos to fill out listings automatically (Eli Tan/New York Times)
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505. Sources: Shanghai-based GPU maker MetaX confidentially filed for a Hong Kong listing, targeting an IPO by the year-end, amid a surge of fundraising from rivals (Zoe SL Chan/South China Morning Post)
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506. India orders GitHub to remove Bitchat, the offline messaging app built by Jack Dorsey that is used by anti-government protestors amid internet blackouts (Shaurya Malwa/CoinDesk)
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507. Sources: OpenAI told Hugging Face only this week its models caused the July 11 hack; the models appear to have been active online for days before being stopped (Wall Street Journal)
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508. The US OCC denies Wise’s application to create a national trust bank, citing incompatibility with new Federal Reserve policies; Wise says it plans to reapply (Simone Lobo/Reuters)
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509. Flush with AI cash, South Korean groups are making their biggest US investment push in years, with their Q1 US foreign direct investment up 100%+ YoY to $10.2B (Financial Times)
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510. A look at China’s push to catch up with US AI chips; sources: its Vice Premier warned AI companies that anyone who resisted using local chips was a traitor (Wall Street Journal)
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511. Singapore-based Ropedia, which captures real-world human experience via video and converts it into model-ready multimodal datasets, raised a $22M pre-Series A (Kyt Dotson/SiliconANGLE)
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512. Ukraine ratchets up its attacks on warehouses of Russian e-commerce giant Wildberries, signaling a new phase in the war as it seeks to hamper Russia’s economy (Sam Meredith/CNBC)
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513. Sources: SpaceX started turning away satellite operators seeking dedicated Falcon 9 rides beyond 2028, and stopped building some non-reusable Falcon components (Bloomberg)
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514. Amazon tells third-party sellers to label product ads with AI-generated people to comply with a NY law requiring the disclosure of “synthetic performers” in ads (Annie Palmer/CNBC)
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515. Google says it has $811B in contracted future spending commitments as of June, up ~$500B from March, covering chips, data centers, electricity, and more (Davey Alba/Bloomberg)
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516. Mobileye founder and CEO Amnon Shashua plans to step down after nearly three decades, as the company pushes into robotaxis and humanoid robots (Kirsten Korosec/TechCrunch)
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517. Sources: Stripe is in talks to acquire OpenRouter in a deal potentially worth around $10B; PitchBook: OpenRouter was valued at $1.3B in May (Wall Street Journal)
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518. Nvidia signs a $1.5B accord with Amkor, involving a prepayment by Nvidia to help bolster Amkor’s chip packaging facility in Arizona; AMKR jumps 16%+ after hours (Bloomberg)
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519. AMD is working with Cerebras to combine AMD Helios and Cerebras wafer-scale chips for an AI inference solution to make workloads faster; CBRS closed up 4.86% (Phoebe Liu/The Information)
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520. Oracle signs 10-year software contract with Pentagon worth up to $7 billion (Jordan Novet/CNBC)
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521. Sources: AI robotics startup Genesis AI is in talks to raise around $500M in a new funding round at a $3B pre-money valuation (Bloomberg)
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522. The Pentagon signs an up-to-10-year contract with Oracle worth up to $7B to consolidate department’s on-premises software licenses into a single contract (Mike Stone/Reuters)
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523. Amazon shutters its AGI Lab as part of layoffs in its AGI unit earlier this week; the lab’s former head David Luan left in February (The Information)
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524. Sierra acquires Takeoff, which develops “long-horizon” agents, for an undisclosed sum; founded in 2025, Takeoff neared $10M in annualized revenue in early July (The Information)
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525. SAP reports Q2 cloud revenue up 22% YoY to €6.28B, vs. €6.26B est., total revenue up 9.4% to €9.88B, and lowers its 2026 non-IFRS operating profit guidance (Grace Yoon/Wall Street Journal)
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526. Trump says 200 additional stakeholders, including major utilities, joined a voluntary pledge to protect consumers from high energy bills from AI data centers (Josh Boak/Associated Press)
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527. Yelp signs a deal with OpenAI to provide ChatGPT users real-time local recommendations, and will soon let them contact local businesses for quotes via ChatGPT (Madison Mills/Axios)
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528. Sources: India has ordered telecom companies to disable mobile data services in central Delhi, amid youth protests seeking the education minister’s resignation (Reuters)
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529. GitHub plans a two-tier bug bounty program that cuts rewards for the public and boosts payouts for invite-only researchers, amid a flood of AI-powered reports (Carly Page/The Register)
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530. The US Department of Commerce’s BIS is formally investigating whether Chinese companies like Moonshot are accessing advanced US AI chips to train their models (Leo Schwartz/The Information)
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531. Abstract Security, which offers an in-stream threat detection platform, raised a $25M extension to its $15M Series A, bringing its total funding to $48.5M (Duncan Riley/SiliconANGLE)
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532. Microsoft is testing free, ad-supported cloud gaming for Xbox Insiders, limited to one-hour sessions for the games users own; ads play “before sessions begin” (Stevie Bonifield/The Verge)
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533. Adam Mosseri says Instagram will take down “pickup line” and other videos shot on Meta glasses that feature harassment of strangers in public places (Katie Notopoulos/Business Insider)
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534. AI inference chip startup Etched raised a $300M Series C led by Sequoia, with a16z, SK Hynix, others participating, at a $10.3B valuation, up from $5B in Dec. (Julie Bort/TechCrunch)
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535. The European Commission approves the $55B acquisition of EA by a group of investors including Saudi Arabia’s PIF, Silver Lake, and Affinity (Foo Yun Chee/Reuters)
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536. IBM acquires HRL Laboratories from Boeing and General Motors, seeking to integrate HRL’s electron spin quantum circuits into its quantum computers (Stephen Nellis/Reuters)
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537. Sources: Jeff Bezos pushed Prime Video head Mike Hopkins to highlight AI in an overhaul of the service, leading to an internal effort called Project Lighthouse (Reuters)
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538. Ford says Apple’s software will be available in its new EVs, helping determine autonomous driving via Apple Maps, and they are working to improve self-driving (Jack Ewing/New York Times)
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539. Amazon is integrating its Luna cloud gaming service into Prime Video via a new Games tab, starting with games like Hogwarts Legacy and EA Sports FC for Fire TV (Alex Weprin/The Hollywood Reporter)
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540. Sources: Intel and AMD are signing longer-term server CPU purchase commitments with Chinese customers; prices of some CPU products are up 40%+ in China YTD (Reuters)
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541. Mark Zuckerberg launches a media campaign positioning the company’s AI development as an optimistic, pro-human alternative to its competitors’ “dystopian” ideas (Sara Fischer/Axios)
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542. Google launches a selfie video sign-in option for account recovery, utilizing tools like liveness detection to mitigate deepfake risks, rolling out globally (Reece Rogers/Wired)
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543. Texas Instruments reports Q2 revenue up 23% YoY to $5.46B, above $5.26B est., net income up 53% to $1.98B, and forecasts $5.65B-$6.15B in Q3 revenue, above est. (Grace Yoon/Wall Street Journal)
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544. Bipartisan House lawmakers introduce the AI Kill Switch Act, which would grant the US DHS authority to shut down or throttle AI models that it deems dangerous (Politico)
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545. In a leaked four-hour investor talk, DeepSeek’s Liang Wenfeng says the main US-China gap is compute access, Nvidia’s CUDA moat is disintegrating, and more (Fred Gao/Inside China)
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546. The European Commission fines Google €890M under the DMA for illegally undercutting competition through its search dominance and Google Play developer rules (New York Times)
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547. The Senate’s Clarity Act, a crypto industry-backed bill set for a vote this summer, is mired in debate over rules to stop Trump from selling digital currencies (David Yaffe-Bellany/New York Times)
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548. Sources: China resumes issuing robotaxi permits after an industry-wide full safety review prompted by an April outage involving 100+ Baidu robotaxis in Wuhan (Bloomberg)
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549. STMicro forecasts Q3 revenue up ~16% YoY to $3.7B, below $3.79B est., and expects AI sales to pass $1B in 2026 and be “well above $2B” in 2027; STM falls 14%+ (Bloomberg)
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550. Dune: since January 2021, wallets funded via US-regulated exchanges accounted for ~50% of all traceable trading volume on Polymarket’s US-banned global platform (Bloomberg)
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551. Sources: Reddit, Politico, and others mull cutting Google’s access to their content for AI as traffic drops; Reddit signed a $60M/year deal with Google in 2024 (Alexandra Bruell/Wall Street Journal)
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552. TSMC forecasts “several years” of margin dilution as overseas fab projects ramp up; the company has announced $200B in investment into US manufacturing (Kai Nicol-Schwarz/CNBC)
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553. Doc: nearly 200 US utilities, data center developers, and others have signed Trump’s pledge to ensure AI energy use doesn’t push up consumer electric bills (Wall Street Journal)
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554. Memo: the White House OSTP plans to redirect federal research funding from universities to individual scientists and AI use, reshaping ~$200B in annual spending (Amrith Ramkumar/Wall Street Journal)
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555. Trump nominates FCC general counsel Adam Candeub to lead the DOJ’s antitrust unit; Candeub, a longtime Big Tech critic, has long sought to challenge Section 230 (Ella Lee/Financial Times)
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556. Sources: Samsung may invest up to €1B in Mistral as part of a broader round valuing it at ~€20B, after previously backing the AI startup through its venture arm (Financial Times)
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557. Chinese AI models account for ~60% of token usage by US companies on OpenRouter, making restrictions harder to impose without disrupting US users and businesses (Nectar Gan/Bloomberg)
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558. Sources: Alphabet has more than quadrupled its office space in Miami, partially driven by Larry Page’s and Sergey Brin’s residential real estate purchases (Anna J Kaiser/Bloomberg)
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559. Poolside launches Laguna S 2.1, an 118B open-weight model built for agentic coding and long-horizon work, that it says competes with larger open models (Iain Martin/Forbes)
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560. Some Instagram and Facebook users say Meta’s AI moderation deleted their accounts; Meta says AI makes 13% fewer errors and finds 10% more violations than humans (New York Times)
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561. NJ Governor says a software error at DMV led to the improper voter registration of ~6,600 noncitizens between June 2023 and June 2024; 400 of those cast ballots (Tracey Tully/New York Times)
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562. Block launches Buzz, an open source collaboration workspace on Nostr protocol for humans and AI agents to share messages, code repositories, workflows, and more (Block)
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563. Federal lobbying disclosures: Anthropic spent $1.97M in Q2, up 26% QoQ, and OpenAI spent $1.2M, up 18%; Meta remained the largest spender at $5.99M, down 15% (Luke Fountain/CNBC)
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564. Substack partners with AI-detection tool Pangram, allowing users to scan text longer than 100 words for an estimate of how much was written with AI assistance (Chris Best/The Substack Post)
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565. Meta adds the Xbox Game Pass starter edition to its Horizon Plus plan, which costs $60/year or $8/month; the starter pass allows 10 hours of gaming per month (Scott Stein/CNET)
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566. Judge approves Anthropic’s $1.5B settlement with authors, the first major US case of its kind to settle; some authors opted out and have other ongoing lawsuits (Blake Brittain/Reuters)
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567. Samsung debuts Samsung Galaxy Card, its first-ever US credit card, a Visa from Barclays; it offers 5% rewards for purchases directly from Samsung (John Velasco/Tom’s Guide)
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568. Source: Ancestry.com pitches a risky $1.75B term loan at 4 to 4.25 percentage points above the benchmark to refinance debt from its 2020 Blackstone acquisition (Bloomberg)
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569. OpenAI paused internal access to an unreleased model that disproved the Erdős unit distance conjecture after it repeatedly found ways to act outside its sandbox (OpenAI)
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570. Snap reaches a deal to settle the second case set for trial over social media harm to minors, following TikTok and YouTube, leaving Meta as the only defendant (Bloomberg)
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571. Natural, which aims to help companies let their AI agents make autonomous payments, raised a $30M Series A led by Forerunner, bringing its total raised to $40M (Marina Temkin/TechCrunch)
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572. X relaunches its Android app after a year-long rewrite from scratch; Nikita Bier calls it “one of the largest engineering projects” in the company’s history (Sarah Perez/TechCrunch)
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573. Anduril and Archer unveil an autonomous aircraft platform designed for commercial and military uses, along with an autonomous attack rotorcraft called Thunder (Reuters)
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574. Taiwan indicts a former TSMC executive for allegedly stealing trade secrets, in what authorities say is the first National Security Act case involving China (Cheng Ting-Fang/Nikkei Asia)
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575. An interview with Expedia CEO Ariane Gorin, who calls AI “a growth opportunity”, as she prepares the online travel company to face potential disruption from AI (Stephanie Stacey/Financial Times)
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576. How PayPal CEO Enrique Lores, appointed earlier in 2026 to revive the payments pioneer, may handle Stripe and Advent’s takeover offer, based on his HP tenure (Wall Street Journal)
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577. Chinese open models like Kimi K3 and Qwen3.8 Max shift the industry’s focus back to marginal costs and cost of goods sold, as inference costs scale with revenue (Ben Thompson/Stratechery)
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578. The EU fines Alibaba’s online marketplace AliExpress €550M for failing to do enough to prevent the sale of illegal products, the largest DSA fine to date (Barbara Moens/Financial Times)
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579. Sources: Chinese startup Moonshot AI is seeking formal approval from investors to start a Hong Kong IPO process, which could happen in as soon as six months (Juro Osawa/The Information)
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580. A look at Israel’s influence campaign in the US that’s included millions of AI-driven texts and a $45M+ contract with ex-Trump campaign strategist Brad Parscale (Wall Street Journal)
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581. Filing: Zhongji Innolight, China’s leading optical transceiver maker, aims for an $8B Hong Kong IPO, the city’s largest since Alibaba’s $12.9B debut in 2019 (Dave Sebastian/Bloomberg)
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582. Draft: the Trump admin plans to use the UN General Assembly to push a global “freedom of expression” declaration that EU lawmakers call an attack on tech rules (Eliza Gkritsi/Politico)
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583. Sources detail Kalshi’s and Polymarket’s efforts to undermine each other, including lobbying regulators, trying to derail deals, and waging influence campaigns (New York Times)
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584. Retail traders are shifting from Big Tech to stocks boosted by AI like SK Hynix and Marvell; five of the Magnificent Seven stocks trail the market this year (Hannah Erin Lang/Wall Street Journal)
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585. Trial lawyers, with big liability litigation earnings, are among the most active lobbyists against autonomous vehicles, even as data shows clear safety benefits (Alex Tabarrok/Marginal Revolution)
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586. LSEG: Morgan Stanley collected $2.3B in debt and equity capital market fees in H1 2026, up from $1.4B in H1 2025, driven by AI infrastructure financing deals (Financial Times)
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587. Blackstone agrees to invest an undisclosed sum in South Korea-based Futronic, which makes actuators used in industrial robots, sources say at a ~$675M valuation (Manuel Baigorri/Bloomberg)
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588. Cambridge-based CuspAI raised a $450M Series B led by Kleiner Perkins and NEA, and launches a coalition for AI materials discovery for chip and other industries (Bloomberg)
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589. How smart home devices have given abusive partners a new tool to remotely manipulate, intimidate, and disturb their victims, in a form of tech-assisted abuse (Financial Times)
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590. SK Group Chair Chey Tae-won says the memory shortage has prompted governments to intervene for domestic industries, and SK Hynix must expand capacity faster (Moon Joon-hyun/The Korea Herald)
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591. As memory shares fall, investors worry capacity expansion could lead to oversupply, while others believe AI demand will break the industry’s boom-and-bust cycle (Financial Times)
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592. Sources: the EU Parliament plans to roll out EPGenAI Hub to MEPs and staff as early as Sept., letting them access Meta, OpenAI, Anthropic, and Mistral models (Max Griera/Politico)
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593. France’s National Gambling Authority blocks access to Polymarket’s website, citing concerns of exposing users to significant losses and manipulated trading (Sudip Kar-Gupta/Reuters)
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594. TSMC CFO Wendell Huang says TSMC will use its new $100B US commitment, announced last week, to expand its Arizona capacity amid a “multi-year demand mega trend” (Jenny Lee/CNBC)
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595. Moonshot AI pauses new subscriptions, saying that over the past two days Kimi K3 demand nearly passed the limit of its capacity, and also reworks its plan tiers (@kimi_moonshot)
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596. A look at the nonprofit Current AI, backed by $400M in commitments from many partners including $100M from France, that’s funding open, public AI infrastructure (Kate Park/TechCrunch)
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597. As companies stay private longer, VC firms, like Spark, Gigafund, and Greenoaks, are investing in companies later on and buying stakes without seeking influence (Wall Street Journal)
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598. Hugging Face says an agentic AI system hacked its data pipeline, accessing several internal clusters and credentials; its own AI-based triage caught the breach (Hugging Face)
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599. Hugging Face says it used the open-weight GLM-5.2 hosted on its own compute for breach forensics, after US frontier model safety guardrails blocked the requests (Edward Targett/The Stack)
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