<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;">Cloudflare says Perplexity uses stealth crawling techniques, like undeclared user agents and rotating IP addresses, to evade robots.txt rules and netw</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=505a2d433e&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=969ba8b453&e=06cea4a9e4" style="text-decoration: none;color: #606060;">Forward</a> | <a href="https://us14.campaign-archive.com/?e=06cea4a9e4&u=94ccd3ae223561415b05892ab&id=969ba8b453" 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=ce2e1468a5&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, Aug 4</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=14daade00d&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=d17386481c&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=b24b4e7411&e=06cea4a9e4" style="text-decoration: none;color: #004860;">Black Hat USA (day 4)</a>; </span> <span class="event"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=c53a8204f6&e=06cea4a9e4" style="text-decoration: none;color: #004860;">Earnings: SNAP, AMD, MTCH, TOST, GFS</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=a97e4c8f94&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Cloudflare says Perplexity uses stealth crawling techniques, like undeclared user agents and rotating IP addresses, to evade robots.txt rules and network blocks</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Cloudflare</span>)</span> </td> <td style="padding: 0 10px;vertical-align:top;"> <div class="narrow_image" style="position:relative;"> <img src="https://www.techmeme.com/250804/i23.jpg"> </div> </td> </tr> <!-- <tr> <td colspan="2" style="padding:5px 10px 0;"> <span class="excerpt">We are observing stealth crawling behavior from Perplexity, an AI-powered answer engine.</span> <span class="cite">(Cloudflare)</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=df04cb1d94&e=06cea4a9e4" style="text-decoration: none;color: black;">@eastdakota:</a> <a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=ee837f3dc1&e=06cea4a9e4" style="text-decoration: none;color: black;">Some supposedly “reputable” AI companies act more like North Korean hackers. Time to name, shame, and hard block them.</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=d54c79f78a&e=06cea4a9e4" style="text-decoration: none;color: black;">@doodlestein:</a> <a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=51ac2689ff&e=06cea4a9e4" style="text-decoration: none;color: black;">Why do I get the feeling that this is more about Cloudflare being able to insert itself as the middleman so that it can attempt in the future to take a cut of any micro-transactions associated with the AI agents being “allowed” to view the content? (Scraping already is legal).</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=65448af1ef&e=06cea4a9e4" style="text-decoration: none;color: black;">@rauchg:</a> <a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=9a2467a454&e=06cea4a9e4" style="text-decoration: none;color: black;">The fastest path to irrelevance: blocking progress. Blocking what consumers actually want: low-friction interfaces. The internet is changing. The answer to AI is: more AI. Not to block and stagnate. Our metrics show Perplexity and ChatGPT have had an extremely positive effect on our business... At Vercel we're excited to take the opposite bet here. We'll give you the AI Cloud and CDN infrastructure to help you integrate with these agents and, crucially, to ship your own.</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=6a8cbac049&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Lyft partners with Baidu to launch autonomous vehicles in Germany and the UK in 2026, pending regulatory approval; Lyft will deploy Baidu's sixth-gen robotaxis</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Natalie Lung / </span><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/250804/i18.jpg"> </div> </td> </tr> <!-- <tr> <td colspan="2" style="padding:5px 10px 0;"> <span class="excerpt">Lyft Inc. said it's partnering with China's Baidu Inc. to launch autonomous vehicles … </span> <span class="cite">(Natalie Lung / 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=fd02d31309&e=06cea4a9e4" style="text-decoration: none;color: black;">@davidrisher:</a> <a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=d6d96cf3a9&e=06cea4a9e4" style="text-decoration: none;color: black;">@lyft is joining forces with @Baidu_Inc to bring autonomous rides to Europe, starting with plans for Germany and the UK next year. The numbers speak for themselves: Baidu operates the world's largest autonomous ride-hailing service, with over 11M rides across 15 cities. Their fully electric RT6 fleet? Purpose-built for rideshare from the ground up. The future of ridesharing is hybrid, with AVs and drivers working together to meet demand and raise the bar for operational excellence. We're ready to bring that vision to life in Europe</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=4bcf1fcb93&e=06cea4a9e4" style="text-decoration: none;color: black;">@baidu_inc:</a> <a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=c85e6ab3d2&e=06cea4a9e4" style="text-decoration: none;color: black;">Next stop: Europe! 🚖 We are teaming up with @lyft to bring our Apollo Go RT6 AVs to Europe. Starting in Germany and the UK in 2026, the fleet will scale to thousands of vehicles across key European markets in the coming years. Buckle up! Your driverless ride is on its way. 😉 [image]</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=122e770f69&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=3b028ca992&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=b6500bd6b6&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">OpenAI says it will hit 700M weekly active users for ChatGPT this week, up from 500M in March and up 4x YoY, and has 5M paying business users, up from June's 3M</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">MacKenzie Sigalos / </span><span class="pub_name">CNBC</span>)</span> </td> <td style="padding: 0 10px;vertical-align:top;"> <div class="narrow_image" style="position:relative;"> <img src="https://www.techmeme.com/250804/i24.jpg"> </div> </td> </tr> <!-- <tr> <td colspan="2" style="padding:5px 10px 0;"> <span class="excerpt">OpenAI is set to hit 700 million weekly active users for ChatGPT this week … </span> <span class="cite">(MacKenzie Sigalos / CNBC)</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=fe33e04583&e=06cea4a9e4" style="text-decoration: none;color: black;">@nickaturley:</a> <a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=eb3915aca2&e=06cea4a9e4" style="text-decoration: none;color: black;">This week, ChatGPT is on track to reach 700M weekly active users — up from 500M at the end of March and 4× since last year. Every day, people and teams are learning, creating, and solving harder problems. Big week ahead. Grateful to the team for making ChatGPT more useful and delivering on our mission so everyone can benefit from AI.</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=4632c1dbad&e=06cea4a9e4" style="text-decoration: none;color: black;">@gdb:</a> <a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=822ae4424a&e=06cea4a9e4" style="text-decoration: none;color: black;">chatgpt is growing very fast. lots of new signups, but also people starting to use it much more throughout their work and daily lives.</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=28b1c4edc1&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=52ab5f7c29&e=06cea4a9e4" style="text-decoration: none;color: black;">Exponential growth is wild</a> </div> </td></tr> </table> <table class="clustered_items" style="border-collapse: collapse;"> <tr><td style="padding:0px 10px 0 32px;"> <ul style="padding:0px 10px 0px 0px;"> <li class="sub_item" style="margin:10px 0 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=d300c391de&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">OpenAI says ChatGPT now offers “gentle reminders” to take breaks during long sessions, and it is building tools to better detect signs of emotional distress</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Ian Carlos Campbell / </span><span class="pub_name">Engadget</span>)</span> </li> </ul> </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=04680b63fa&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Amazon denies it's closing its Wondery podcast studio but says it will break up its operations; source: ~110 people will lose their jobs because of the reorg</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=247cdb6ad0&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Spotify says it is updating prices across South Asia, the Middle East, Africa, Europe, Latin America, and the Asia-Pacific; an example email had a €1/month rise</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Olivia Solon / </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=cb55850c30&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Palantir reports Q2 revenue up 48% YoY to $1B, vs. $940M expected, and boosts full-year outlook guidance to $4.14B-$4.15B, up from $3.89B-$3.90B</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Samantha Subin / </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=e7b48c751a&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Figma's stock dropped 27.4% to $88.60 on Monday after last week's IPO pop; its fully diluted valuation now sits at ~$56B, still almost triple Adobe's 2022 offer</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Jordan Novet / </span><span class="pub_name">CNBC</span>)</span> </td> </tr> </table> <table class="clustered_items" style="border-collapse: collapse;"> <tr><td style="padding:0px 10px 0 32px;"> <ul style="padding:0px 10px 0px 0px;"> <li class="sub_item" style="margin:10px 0 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=b9997c2e0c&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Source: Figma considered a higher IPO price, but its CEO wanted to bring on board certain long-term institutional shareholders and signed off on $33 per share</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Anthony Hughes / </span><span class="pub_name">Bloomberg</span>)</span> </li> <li class="sub_item" style="margin:10px 0 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=ad3b5e71d2&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">A profile of Figma CEO Dylan Field, a former Thiel fellow whose Figma stake is worth ~$6.6B after the company ended its NYSE debut week with a $71B+ market cap</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Jordan Novet / </span><span class="pub_name">CNBC</span>)</span> </li> </ul> </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=0c5ed827cd&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Elon Musk says Vine's video archive is being brought back, and xAI's newly launched Grok Imagine, available to X Premium+ subscribers, is “AI Vine”</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;" 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=38e8d859c9&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Silicon Valley has shifted from Web 2.0 to a new “hard tech”, AI-dominated era with fewer perks and a more serious mood, as startups use San Francisco as a base</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Mike Isaac / </span><span class="pub_name">New York Times</span>)</span> </td> </tr> </table> <table class="clustered_items" style="border-collapse: collapse;"> <tr><td style="padding:0px 10px 0 32px;"> <ul style="padding:0px 10px 0px 0px;"> <li class="sub_item" style="margin:10px 0 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=aafd48f348&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">How 20-something CEOs like Cognition AI's Scott Wu, Cursor's Michael Truell, Cluely's Roy Lee, and Scale AI's Alexandr Wang are swarming San Francisco's AI boom</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Natallie Rocha / </span><span class="pub_name">New York Times</span>)</span> </li> <li class="sub_item" style="margin:10px 0 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=441e2a48f8&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Google, OpenAI, Meta, and VCs are increasingly embracing the US military industrial complex, a major Silicon Valley cultural shift supported by President Trump</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Sheera Frenkel / </span><span class="pub_name">New York Times</span>)</span> </li> </ul> </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;"> infosec </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=3f3c3ce8d9&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">CrowdStrike's 2025 Threat Hunting Report: 320+ investigations into North Korean operatives in remote IT jobs in the US, Europe, and elsewhere in the past year</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Matt Kapko / </span><span class="pub_name">CyberScoop</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=e9f7f3cfc0&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Google says Big Sleep, its vulnerability research tool “powered by Gemini”, found 20 flaws in various popular open-source software projects</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Lorenzo Franceschi-Bicchierai / </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=e789682622&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Microsoft relied on China-based engineers to maintain SharePoint On-Premises, which Microsoft said in July was exploited by Chinese hackers to breach US systems</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Renee Dudley / </span><span class="pub_name">ProPublica</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=d61d004f8f&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Xiaomi releases MiDashengLM-7B, an AI voice model based on its foundation voice model deployed in cars and smart home devices, under an Apache 2.0 license</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Yuan Gao / </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=def0a2e830&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Google unveils Kaggle Game Arena, a benchmarking platform where AI models compete head-to-head in strategic games, starting with a chess tournament this week</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=9d7241d0f1&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Simulated markets study: without explicit instruction, AI trading bots collude to fix prices, hoard profits, and sideline human traders, a regulatory challenge</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Lu Wang / </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=5b13678e5d&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Disney is grappling with using AI in its filmmaking process while protecting its characters against it, plus legal uncertainty, fan backlash, and union concerns</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Wall Street Journal</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=66c35ef93a&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Families and funeral directors are using AI obituary generators to memorialize the dead, as critics worry about AI coarsening how people remember one another</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Drew Harwell / </span><span class="pub_name">Washington Post</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;"> cryptocurrency </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=bc13bb2ad7&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Former UK Chancellor and Coinbase Advisory Council member George Osborne says the UK missed the first crypto wave and risks missing the stablecoin-driven second</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">George Osborne / </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=d19ae419bb&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Bullish, a digital asset exchange and CoinDesk's owner, plans to sell 20.3M shares at $28 to $31 in a US IPO, raising up to $629.3M at an up to ~$4.2B valuation</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Monique Mulima / </span><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;"> chipmakers </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=e1a50a2cb0&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Broadcom unveils a new version of its Jericho networking chip, which can connect 1M+ processors across multiple data centers and handle distances of over 100km</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Dina Bass / </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=8fe09f7b70&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Taiwan's chip sector is cultivating overseas talent with summer camps and university courses to address a shortage of skilled professionals and production staff</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Wen-Yee Lee / </span><span class="pub_name">Reuters</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=42f7e11637&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Connecticut-based Amphenol plans to acquire North Carolina-based CommScope's broadband connectivity and cable unit for ~$10.5B, including debt, amid the AI boom</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Lauren Thomas / </span><span class="pub_name">Wall Street Journal</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=bdb3841621&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">EQT and CPP Investments acquire Neogov, a maker of HR and compliance software for North American public sector agencies, for $3B from Warburg Pincus and Carlyle</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Janelle Bradley / </span><span class="pub_name">PitchBook</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=b338b9ceba&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">The UK Online Safety Act's approach to keeping children safe online has become a rallying point for the right in the UK and the US over alleged censorship</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Dan Milmo / </span><span class="pub_name">The Guardian</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=20db16bd3f&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Lenovo ThinkBook Plus Gen 6 review: a unique $3,300 laptop with a rollable 120Hz OLED display that can expand from 14" to 16.7", but is heavy and has few ports</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Antonio G. Di Benedetto / </span><span class="pub_name">The Verge</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=ba1febc937&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=619a4499fc&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=e2026dd9d2&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Transcripts from the trial over a fatal 2019 Autopilot crash: Tesla withheld crash‑snapshot data and took years to admit it existed or was relevant to the case</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Fred Lambert / </span><span class="pub_name">Electrek</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=90b38cf9a7&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Young Americans are increasingly turning to BNPL loans from Affirm and others, as getting approved for credit cards becomes harder in today's economic climate</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Angel Au-Yeung / </span><span class="pub_name">Wall Street Journal</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=b1e4862399&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Microsoft's Q4 earnings show its non-AI “core infrastructure business” is booming, with consumer productivity software revenue up 20%, its best uptick in years</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Asa Fitch / </span><span class="pub_name">Wall Street Journal</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=8d28890e3d&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Indian quick commerce companies like Swiggy, Zepto, and Flipkart pull back on adding dark stores to control their cash burn, after a rapid year of expansion</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Pranav Mukul / </span><span class="pub_name">The Economic 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=5887c61b43&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">A profile of Netflix VP Brandon Riegg, who oversees unscripted series, sports, documentary series, and gaming, as the company pushes into live shows and sports</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Nicole Sperling / </span><span class="pub_name">New York Times</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: 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