<html> <head> <meta name="viewport" content="width=device-width,initial-scale=1.0"> <style> a { text-decoration:none; } .uppercase { text-transform:uppercase; } .page { font-family:Optima, Helvetica, sans-serif; width:620px; margin:0 auto; background-color:white; font-size:16px; } .page table { border-collapse:collapse; } .header a, .header a:hover, .header a:visited { color:#606060; } .section { margin-top:12px; } .first_section { margin-top:4px; } .first_in_section { border-top:none !important; } .story .leading_item .title { font-size:18px; } .big_story .leading_item .title { font-size:24px; } .clustered_items .title { font-size:18px; } .title a { color:#004860; font-weight:bold; } .excerpt { color:black; font-size:16px; } .cite { color:#888; display:inline-block; white-space: nowrap; } a.tweet_cite:link, a.tweet_cite:visited, a.fb_item_cite:link, a.fb_item_cite:visited { color:black; } a.tweet_body:link, a.tweet_body:visited, a.fb_item_body:link, a.fb_item_body:visited { color:black; } .tweet, .fb_item { padding:1px 0; } .fb_item_image { width:12px; } .tweet_image { width:12px; } .logo { display:block; background:url(https://www.techmeme.com/img/techmeme34.png); background-size: cover; height:34px; width:142px; } .logo_img { height:34px; width:142px; } .sponsor .label { display:block; color:#686860; font-size:12px; font-weight:bold; padding:2px 0; } .event a:link, .event a:visited { color:#004860; } .banner { margin-bottom:12px; padding:20px 10px; background-color:#ffd700; text-align:center; font-size:26px; color:red; } .mcnPreviewText{display: none !important;} @media only screen and (max-width: 480px) { body, .page { width:100% !important; -webkit-text-size-adjust:none !important; } .MC_links { font-size:14px !important; padding-bottom:10px !important; } .page_date { font-size:18px !important; } .narrow_image { display:none !important; } .section { margin-top:16px !important; } .first_section { margin-top:6px !important; } .story, .big_story { padding: 12px 0 !important; border-top:1px solid silver !important; } .first_in_section { border-top:none !important; } .logo { background:url(https://www.techmeme.com/img/techmeme135.png) !important; background-size: cover !important; height:38px !important; width:160px !important; } .logo_img { height:38px !important; width:160px !important; } .tweet_image, .fb_item_image { width: 12px !important; } .events { padding:12px 10px !important; } .sponsor_image { max-width: 100px; } .presented_by { padding:2px 0 10px !important; } } </style> <!--[if gte mso 9]> <style type="text/css"> .clustered_items td { padding-left:38px !important; } </style> <![endif]--> </head> <body> <!-- --> <!--[if !gte mso 9]><!----><span class="mcnPreview Text" style="display:none; font-size:0px; line-height:0px; max-height:0px; max-width:0px; opacity:0; overflow:hidden; visibility:hidden; mso-hide:all;">Samsung unveils a $16.5B chip deal with Tesla that runs through the end of 2033; Elon Musk says the deal is to make Tesla's next-gen AI6 chips in Tayl</span><!--<![endif]--> <!-- --> <div class="page" style="font-family: Optima, Helvetica, sans-serif;width: 620px;margin: 0 auto;background-color: white;font-size: 16px;"> <div class="header"> <table style="width: 100%;margin-bottom: 8px;border-collapse: collapse;"> <tr> <td class="MC_links" colspan="2" style="font-size:13px;text-align:center;padding:2px 0 8px;color:#606060"> <a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=b7161a92e7&e=06cea4a9e4" style="text-decoration: none;color: #606060;">Got this from a friend? Subscribe!</a> | <a href="https://us14.forward-to-friend.com/forward?u=94ccd3ae223561415b05892ab&id=f1726c8108&e=06cea4a9e4" style="text-decoration: none;color: #606060;">Forward</a> | <a href="https://us14.campaign-archive.com/?e=06cea4a9e4&u=94ccd3ae223561415b05892ab&id=f1726c8108" style="text-decoration: none;color: #606060;">View in browser</a> </td> </tr> <tr> <td style="vertical-align:middle;padding-left:10px;min-height:38px;"> <a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=45b821babe&e=06cea4a9e4" style="text-decoration: none;color: #606060;"> <!-- <span class="logo"></span> --> <img class="logo_img" src="https://www.techmeme.com/img/techmeme135.png" width="142" height="34" style="height: 34px;width: 142px;"> </a> </td> <td class="page_date" style="vertical-align:middle;text-align:right;color:#004860;font-weight:700;padding-right:10px">Mon, Jul 28</td> </tr> </table> </div> <div style="width:100%;border:1px solid lightgray;padding:5px 0;background-color:white;margin:0 auto 10px;" class="story sponsor"> <table class="leading_item" style="width: 100%;border-collapse: collapse;"> <tr> <td colspan="2"> <div class="presented_by" style="text-align:center;width:100%;letter-spacing:2px;text-transform:uppercase;font-size:14px;padding:2px 0 4px;"> Presented by Google </div> </td> </tr> <tr> <td style="padding-left:10px;vertical-align:middle;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=328be72e6c&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Generate videos with Veo 3 in Google Gemini</a></span> <span class="excerpt" style="color: black;font-size: 16px;"> — Create high-quality, 8-second videos with Veo 3, our state-of-the-art AI video generator. Try it with a Google AI Pro plan or get the highest access with the Ultra plan.</span> </td> <td style="padding:0 15px 0 15px;vertical-align:middle;text-align:right;"> <a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=006dee599a&e=06cea4a9e4" style="text-decoration: none;"> <img class="sponsor_image" src="https://techmeme.com/simg/gemini_264px.png"> </a> </td> </tr> </table> </div> <!-- <div class="banner"> YOUR AD HERE </div> --> <table class="events" style="width: 100%;background-color: #f4f4f4;border-top: 1px solid lightgray;border-bottom: 1px solid lightgray;border-collapse: collapse;"> <tr><td style="padding:14px 10px;"> <span style="color:#455;font-weight:bold;">Tomorrow's events: </span> <span class="event"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=a5bb6f878c&e=06cea4a9e4" style="text-decoration: none;color: #004860;">Earnings: PYPL, SPOT, BKNG, EA</a></span> </td></tr> </table> <div class="first_section" style="margin-top: 4px;"> <div class="section_header uppercase" style="border-bottom: 3px solid #004860;letter-spacing: 1px;color: #004860;font-weight: bold;padding: 4px 10px;text-transform: uppercase;"> top news </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="first_story first_in_section big_story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding-left:10px;vertical-align:top;"> <span class="title" style="font-size: 24px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=90620ac31a&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Samsung unveils a $16.5B chip deal with Tesla that runs through the end of 2033; Elon Musk says the deal is to make Tesla's next-gen AI6 chips in Taylor, Texas</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Bloomberg</span>)</span> </td> <td style="padding: 0 10px;vertical-align:top;"> <div class="narrow_image" style="position:relative;"> <img src="https://www.techmeme.com/250727/i22.jpg"> </div> </td> </tr> <!-- <tr> <td colspan="2" style="padding:5px 10px 0;"> <span class="excerpt">Samsung Electronics Co. will produce AI semiconductors for Tesla Inc … </span> <span class="cite">(Bloomberg)</span> </td> </tr> --> </table> <table style="border-collapse: collapse;"> <tr><td style="padding:5px 10px 3px;"> <div class="tweet" style="padding: 1px 0;"> <img class="tweet_image" width="12" src="https://techmeme.com/img/twitter_x.png" style="width: 12px;"> <a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=e442d41d5f&e=06cea4a9e4" style="text-decoration: none;color: black;">@elonmusk:</a> <a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=210987cffe&e=06cea4a9e4" style="text-decoration: none;color: black;">Samsung's giant new Texas fab will be dedicated to making Tesla's next-generation AI6 chip. The strategic importance of this is hard to overstate. Samsung currently makes AI4. TSMC will make AI5, which just finished design, initially in Taiwan and then Arizona.</a> </div> <div class="tweet" style="padding: 1px 0;"> <img class="tweet_image" width="12" src="https://techmeme.com/img/twitter_x.png" style="width: 12px;"> <a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=ecc1a1b02e&e=06cea4a9e4" style="text-decoration: none;color: black;">@arjunkharpal:</a> <a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=74587634af&e=06cea4a9e4" style="text-decoration: none;color: black;">In semiconductor manufacturing Taiwan Semiconductor Manufacturing Co (TSMC) holds a huge market share. Samsung is a very distant 2nd. Samsung for years has been trying to boost its own chipmaking business known as foundry. But these huge contracts have been rare</a> </div> <div class="tweet" style="padding: 1px 0;"> <img class="tweet_image" width="12" src="https://techmeme.com/img/twitter_x.png" style="width: 12px;"> <a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=77be0c29f7&e=06cea4a9e4" style="text-decoration: none;color: black;">@benbajarin:</a> <a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=2201169e88&e=06cea4a9e4" style="text-decoration: none;color: black;">Elon/Tesla may have single handedly helped Samsung foundry stay in the logic business.</a> </div> </td></tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="big_story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding-left:10px;vertical-align:top;"> <span class="title" style="font-size: 24px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=940135e4ec&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Microsoft Edge adds Copilot Mode, an experimental feature that tries to make browsing an agentic AI experience, even anticipating links to click, free for now</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Zac Bowden / </span><span class="pub_name">Windows Central</span>)</span> </td> <td style="padding: 0 10px;vertical-align:top;"> <div class="narrow_image" style="position:relative;"> <img src="https://www.techmeme.com/250728/i18.jpg"> </div> </td> </tr> <!-- <tr> <td colspan="2" style="padding:5px 10px 0;"> <span class="excerpt">Copilot Mode in Microsoft Edge is a new experimental feature that transforms … </span> <span class="cite">(Zac Bowden / Windows Central)</span> </td> </tr> --> </table> <table style="border-collapse: collapse;"> <tr><td style="padding:5px 10px 3px;"> <div class="tweet" style="padding: 1px 0;"> <img class="tweet_image" width="12" src="https://techmeme.com/img/twitter_x.png" style="width: 12px;"> <a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=c6049dc326&e=06cea4a9e4" style="text-decoration: none;color: black;">@satyanadella:</a> <a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=3e454daf80&e=06cea4a9e4" style="text-decoration: none;color: black;">Today we're introducing Copilot Mode in Edge, our first step in reinventing the browser for the AI age. My favorite feature is multi-tab RAG. You can use Copilot to analyze your open tabs, like I do here with papers our team has published in @Nature journals over the last year. [video]</a> </div> <div class="tweet" style="padding: 1px 0;"> <img class="tweet_image" width="12" src="https://techmeme.com/img/twitter_x.png" style="width: 12px;"> <a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=9c3ac09f7a&e=06cea4a9e4" style="text-decoration: none;color: black;">@scobleizer:</a> <a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=f51ae32968&e=06cea4a9e4" style="text-decoration: none;color: black;">We are in a browser war. I have @PerplexityComet, @diabrowser, @genspark_ai , and more running (Comet is my favorite so far). Are you still using Chrome? I am, so much of my life is there, but every week I move more over to newer browsers. Microsoft is seeing this trend too.</a> </div> <div class="tweet" style="padding: 1px 0;"> <img class="tweet_image" width="12" src="https://techmeme.com/img/twitter_x.png" style="width: 12px;"> <a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=df8612f9c0&e=06cea4a9e4" style="text-decoration: none;color: black;">@parkerortolani:</a> <a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=eb44176138&e=06cea4a9e4" style="text-decoration: none;color: black;">Feeling the heat from Dia and Comet? Or perhaps a tease of what to expect of the OpenAI browser if it really is in the pipeline?</a> </div> </td></tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;background-color:#f4f4f4;" class="story sponsor"> <table class="leading_item" style="width: 100%;border-collapse: collapse;"> <tr> <td style="padding-left:10px;vertical-align:middle;"> <span class="label" style="display: block;color: #686860;font-size: 12px;font-weight: bold;padding: 2px 0;">SPONSOR</span> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=699f468bbc&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">The #1 Coding Agent</a></span> <span class="excerpt" style="color: black;font-size: 16px;"> — #1 on Terminal-Bench. 71% on SWE-bench Verified. Trusted by 600K+ devs. Try the top agentic dev tool for $1 for 1st month with code TECHMEME.</span> </td> <td style="padding:0 20px 0 15px;vertical-align:middle;text-align:right;"> <a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=28f927d9ea&e=06cea4a9e4" style="text-decoration: none;"> <img class="sponsor_image" src="https://techmeme.com/simg/warp.png"> </a> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="big_story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding-left:10px;vertical-align:top;"> <span class="title" style="font-size: 24px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=e2f3d70857&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Anthropic to debut new rate limits for Claude Pro and Max on Aug. 28, likely curbing <5% of users, saying some run Claude Code “continuously in the background”</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Maxwell Zeff / </span><span class="pub_name">TechCrunch</span>)</span> </td> <td style="padding: 0 10px;vertical-align:top;"> <div class="narrow_image" style="position:relative;"> <img src="https://www.techmeme.com/250728/i21.jpg"> </div> </td> </tr> <!-- <tr> <td colspan="2" style="padding:5px 10px 0;"> <span class="excerpt">Anthropic says its rolling out new weekly rate limits for Claude … </span> <span class="cite">(Maxwell Zeff / TechCrunch)</span> </td> </tr> --> </table> <table style="border-collapse: collapse;"> <tr><td style="padding:5px 10px 3px;"> <div class="tweet" style="padding: 1px 0;"> <img class="tweet_image" width="12" src="https://techmeme.com/img/twitter_x.png" style="width: 12px;"> <a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=570a5ffc6a&e=06cea4a9e4" style="text-decoration: none;color: black;">@amasad:</a> <a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=eacfd74306&e=06cea4a9e4" style="text-decoration: none;color: black;">“Unlimited usage” AI subscription plans are fundamentally unsustainable for agentic products because no matter how cheap token prices get, users will want to consume more.</a> </div> <div class="tweet" style="padding: 1px 0;"> <img class="tweet_image" width="12" src="https://techmeme.com/img/twitter_x.png" style="width: 12px;"> <a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=5d9955fc06&e=06cea4a9e4" style="text-decoration: none;color: black;">@cline:</a> <a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=6645999834&e=06cea4a9e4" style="text-decoration: none;color: black;">The pattern is predictable: 1. launch with “unlimited” access 2. power users take you at your word 3. economics hit hard 4. add hidden limits 5. users discover limits when work stops Subscription models for AI inference don't work. The math always wins.</a> </div> <div class="tweet" style="padding: 1px 0;"> <img class="tweet_image" width="12" src="https://techmeme.com/img/twitter_x.png" style="width: 12px;"> <a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=1cce4ebe91&e=06cea4a9e4" style="text-decoration: none;color: black;">@firstadopter:</a> <a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=6286548bb3&e=06cea4a9e4" style="text-decoration: none;color: black;">Tell me you are running out of compute without telling me you are running out of compute</a> </div> </td></tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=94779844be&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">The European Commission accuses Temu of breaching the DSA by failing to do enough to stop the sale of illegal products on its platform, in preliminary findings</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Laura Dubois / </span><span class="pub_name">Financial Times</span>)</span> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=4f28e45f18&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">PayPal unveils Pay With Crypto for merchants to accept bitcoin, ether, USDT, and more via Coinbase, OKX, and other wallets, rolling out in the coming weeks</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Emily Mason / </span><span class="pub_name">Bloomberg</span>)</span> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=5a0a0c8afa&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Z.ai, formerly known as Zhipu and which has raised $1.5B from Tencent and others, releases GLM-4.5, an open-source AI model that's cheaper to use than DeepSeek</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Evelyn Cheng / </span><span class="pub_name">CNBC</span>)</span> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=79fdaa14cc&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: the US freezes tech export curbs on China to avoid disrupting trade talks and help President Trump secure a 2025 meeting with President Xi Jinping</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Demetri Sevastopulo / </span><span class="pub_name">Financial Times</span>)</span> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=ceb3d70321&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">EssilorLuxottica says sales of Ray-Ban Meta more than tripled year-over-year in the first half of 2025, and it expects “a very fast ramp-up” of Oakley Meta</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Bloomberg</span>)</span> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=961b44be4c&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">A second security breach at Tea exposes more than 1.1M user messages, dating from early 2023 to as recently as last week, many containing sensitive information</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">404 Media</span>)</span> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=4006a9a5f2&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">At the International Mathematical Olympiad, 26 students got higher scores than DeepMind and OpenAI models, possibly the last time humans beat AI at the exam</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Ben Cohen / </span><span class="pub_name">Wall Street Journal</span>)</span> </td> </tr> </table> </div> </div> <div class="section" style="margin-top: 12px;"> <div class="section_header uppercase" style="border-bottom: 3px solid #004860;letter-spacing: 1px;color: #004860;font-weight: bold;padding: 4px 10px;text-transform: uppercase;"> artificial intelligence </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="first_in_section story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=c4b6424498&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">How the AI boom is reenergizing San Francisco, one of the slowest US cities to recover from the pandemic, with rising foot traffic and new commercial leases</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Danielle Abril / </span><span class="pub_name">Washington Post</span>)</span> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=97a839163a&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Imax partners with Runway AI to screen 10 films selected as finalists in the company's AI Film Festival at 10 Imax locations across the US</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Dade Hayes / </span><span class="pub_name">Deadline</span>)</span> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=530e94d5b6&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Faculty and students on Chinese campuses are enthusiastically embracing AI, and the level of public excitement for AI in China is far greater vs. the US and UK</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Caiwei Chen / </span><span class="pub_name">MIT Technology Review</span>)</span> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=3305224a5f&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">People are increasingly using generative AI to create digital vision boards, such as videos depicting their ideal futures, to help them achieve their goals</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Alyson Krueger / </span><span class="pub_name">New York Times</span>)</span> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=9cba2a4863&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">How the video game industry, which has used AI since the 1980s, is embracing AI-enhanced gameplay, worrying some developers as major studios cut employees</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Zachary Small / </span><span class="pub_name">New York Times</span>)</span> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=978b10710d&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">At Shanghai's World AI Conference, ByteDance, Unitree, UBTech, Agibot, and other Chinese companies demoed a wide range of robots, including boxing droids</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Bloomberg</span>)</span> </td> </tr> </table> </div> </div> <div class="section" style="margin-top: 12px;"> <div class="section_header uppercase" style="border-bottom: 3px solid #004860;letter-spacing: 1px;color: #004860;font-weight: bold;padding: 4px 10px;text-transform: uppercase;"> funding deals </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="first_in_section story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=b8dd2f2490&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">BlinkOps, which provides AI agents for cybersecurity tasks like managing identity access and patching bugs, raised a $50M Series B led by OG Venture Partners</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Meir Orbach / </span><span class="pub_name">CTech</span>)</span> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=3d921e619e&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Seattle-based Dropzone AI, which offers AI agents that act as Security Operations Center analysts, raised a $37M Series B led by Theory Ventures</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Taylor Soper / </span><span class="pub_name">GeekWire</span>)</span> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=c84aac6ef4&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Salient, which uses AI to automate the post-loan origination process for lenders, raised a $60M Series A led by a16z, a source says at a $350M valuation</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Lucinda Shen / </span><span class="pub_name">Axios</span>)</span> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=938c3d9cc4&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">E2B, formerly FoundryLabs, which is developing an open-source, sandboxed cloud infrastructure for AI agents, raised a $21M Series A led by Insight Partners</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Mike Wheatley / </span><span class="pub_name">SiliconANGLE</span>)</span> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=c5fd72c9cf&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Fable, a startup offering AI-generated security training for employees, comes out of stealth having raised $31M, a source says at a $120M valuation</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Thomas Brewster / </span><span class="pub_name">Forbes</span>)</span> </td> </tr> </table> </div> </div> <div class="section" style="margin-top: 12px;"> <div class="section_header uppercase" style="border-bottom: 3px solid #004860;letter-spacing: 1px;color: #004860;font-weight: bold;padding: 4px 10px;text-transform: uppercase;"> M&A </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="first_in_section story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=ca02b4853f&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Israeli customer service automation company Nice acquires Cognigy, which develops a conversational and agentic AI platform, for $955M, set to close in Q4 2025</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Shiri Habib-Valdhorn / </span><span class="pub_name">Globes</span>)</span> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=32f308ecfa&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Flexport announces it is selling Convoy's tech to DAT Freight & Analytics, after acquiring the digital freight startup's tech stack in late 2023</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">John Kingston / </span><span class="pub_name">FreightWaves</span>)</span> </td> </tr> </table> </div> </div> <div class="section" style="margin-top: 12px;"> <div class="section_header uppercase" style="border-bottom: 3px solid #004860;letter-spacing: 1px;color: #004860;font-weight: bold;padding: 4px 10px;text-transform: uppercase;"> more news </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="first_in_section story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=12c954a0c1&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">The US smartphone market grew 1% in Q2; the share of US smartphone shipments assembled in China shrank from 61% in Q2'24 to 25% in Q2'25, as India volume soars</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Canalys</span>)</span> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=48d962436d&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Chrome debuts AI-generated store reviews to US shoppers, letting users click an icon left of the URL to show a popup with store reputation info</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Sarah Perez / </span><span class="pub_name">TechCrunch</span>)</span> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;background-color:#f4f4f4;" class="story sponsor"> <table class="leading_item" style="width: 100%;border-collapse: collapse;"> <tr> <td style="padding-left:10px;vertical-align:middle;"> <span class="label" style="display: block;color: #686860;font-size: 12px;font-weight: bold;padding: 2px 0;">SPONSOR</span> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=ca5ec343aa&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Protecting your Cloud Applications Data</a></span> <span class="excerpt" style="color: black;font-size: 16px;"> — Backing up Office 365, Google Workspace, Dropbox & Box data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.</span> </td> <td style="padding:0 20px 0 15px;vertical-align:middle;text-align:right;"> <a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=8707eda32f&e=06cea4a9e4" style="text-decoration: none;"> <img class="sponsor_image" src="https://techmeme.com/simg/idrive-hvnuOGua.png"> </a> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=1e9811def6&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">An analysis of ~200 Shein items between April and July: prices spiked in April, settled at 12.5% above pre-tariff levels by late May, and jumped again in July</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Reuters</span>)</span> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=2f5599e534&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Google says it revised its Android Earthquake Alerts algorithm after it failed to send the highest-level Take Action warnings to 10M people in Turkey in 2023</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">BBC</span>)</span> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=2dafdc6e6d&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Cadence Design agrees to plead guilty and pay more than $140M to resolve US charges for selling its chip design products to a Chinese military university</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Karen Freifeld / </span><span class="pub_name">Reuters</span>)</span> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=15abe97624&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">A look at India's plan to build a quantum computing hub in Amaravati, Andhra Pradesh, where IBM is in talks to develop India's most powerful quantum computer</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">John Reed / </span><span class="pub_name">Financial Times</span>)</span> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=fc32435cc1&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Harmonic, an AI math startup co-founded by Robinhood CEO Vlad Tenev, unveils its model Aristotle, saying it achieved gold medal performance on the 2025 IMO</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Maxwell Zeff / </span><span class="pub_name">TechCrunch</span>)</span> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=71656df550&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Q&A with SandboxAQ CEO Jack Hidary on the Alphabet spinoff's partnership with Aramco, how quantum AI can help turn captured CO2 into valuable products, and more</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Divsha Bhat / </span><span class="pub_name">Rest of World</span>)</span> </td> </tr> </table> </div> </div> <div class="footer" style="width:100%;border-top:1px solid lightgray;padding:14px 0;"> <table style="background-color: #FFFFFF;width: 100%;border-collapse: collapse;"> <tr> <td align="center" valign="top" style="padding-top:10px; padding-bottom:10px;"> <table style="width: 100%;border-collapse: collapse;"> <tr> <td align="center" valign="top" style="color:#606060; font-size:13px; line-height:190%; padding-right:10px; padding-bottom:5px; padding-left:10px; text-align:center;"> This email was sent to <a href="mailto:orbit.web.92@getmynews.app" target="_blank" style="color: #404040 !important;text-decoration: none;">orbit.web.92@getmynews.app</a> <br> <a href="https://techmeme.us14.list-manage.com/unsubscribe?u=94ccd3ae223561415b05892ab&id=976a1cbc1f&t=b&e=06cea4a9e4&c=f1726c8108" style="color: #404040 !important;text-decoration: none;">Unsubscribe</a> 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