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<!--[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;">Apple commits to spending another $100B on US manufacturing and announces a new manufacturing program designed to bring more of Apple's supply chain t</span><!--<![endif]-->
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=89bbff6723&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Generate videos with Veo 3 in Google Gemini</a></span>
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<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=4b1871e3b2&e=06cea4a9e4" style="text-decoration: none;color: #004860;">Black Hat USA (day 6)</a>; </span>
<span class="event"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=4f650c21c3&e=06cea4a9e4" style="text-decoration: none;color: #004860;">Earnings: TWLO, PINS, XYZ, CART, TTWO, SONY, SMIC</a>; </span>
<span class="event"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=6c4ab9443d&e=06cea4a9e4" style="text-decoration: none;color: #004860;">DEF CON</a></span>
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top news
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<span class="title" style="font-size: 24px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=be2c6ad7d2&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Apple commits to spending another $100B on US manufacturing and announces a new manufacturing program designed to bring more of Apple's supply chain to the US</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Hadriana Lowenkron / </span><span class="pub_name">Bloomberg</span>)</span>
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<span class="excerpt">Apple Inc. committed to spending another $100 billion on domestic manufacturing ahead … </span>
<span class="cite">(Hadriana Lowenkron / Bloomberg)</span>
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<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=a0da359884&e=06cea4a9e4" style="text-decoration: none;color: black;">@acyn:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=a03b40ffd8&e=06cea4a9e4" style="text-decoration: none;color: black;">Trump: 100% tariff on all chips and semiconductors coming into the United States... if you have made a commitment to build or are in the process of building, as many are, there is no tariff. Ok? If for some reason, you say you are building and you don't build, then we add it up, it accumulates, and we charge you at a later date, you have to pay, and that is a guarantee [video]</a>
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<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=f3b3c39dbe&e=06cea4a9e4" style="text-decoration: none;color: black;">@pitdesi:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=08caf5778b&e=06cea4a9e4" style="text-decoration: none;color: black;">Apple (smartly) does this for every new president: $350B for Trump 1 $430B for Biden now $600B for Trump 2 [image]</a>
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<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=cf6899ab7d&e=06cea4a9e4" style="text-decoration: none;color: black;">@munster_gene:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=165a807260&e=06cea4a9e4" style="text-decoration: none;color: black;">Apple's second dose of increased investment in the U.S. should be enough to get them favorable tariff treatment. The first dose was the $500B investment over the next four years announced in February. It will likely take a few for the favorable tariff reality to come out. $AAPL Congrats to Cook to navigating the storm.</a>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=a065f22e72&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Apple commits $2.5B to produce all iPhone and Apple Watch cover glass at Corning's Kentucky facility, part of its plan to invest $600B in the US over four years</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Apple</span>)</span>
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<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=bb9f0466d9&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">President Trump says he will impose a “tariff of approximately 100% on chips and semiconductors”, exempting firms like Apple that “committed to build” in the US</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Bloomberg</span>)</span>
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<span class="title" style="font-size: 24px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=9757b21fe3&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Disney says it is “fully integrating” Hulu into Disney+, plans to launch a “unified” Disney+ and Hulu app in 2026 and migrate Hulu's live TV subscribers to Fubo</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Todd Spangler / </span><span class="pub_name">Variety</span>)</span>
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<span class="excerpt">Hulu will replace the Star brand on Disney+ internationally this fall</span>
<span class="cite">(Todd Spangler / Variety)</span>
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<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=0ade16be3e&e=06cea4a9e4" style="text-decoration: none;color: black;">@loudmouthjulia:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=801a1e85e4&e=06cea4a9e4" style="text-decoration: none;color: black;">The combined Disney-Hulu app, which we've all long known, is a recognition that Hulu doesn't have enough big marquee programs to drive sizable subs and reduce churn, and Disney+ doesn't have enough lean-back TV to get people to open the app every day.</a>
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<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=c0fa0cf7a7&e=06cea4a9e4" style="text-decoration: none;color: black;">@sherman4949:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=27558092b2&e=06cea4a9e4" style="text-decoration: none;color: black;">To answer a question I've now received several times — there will be no up charge on the WWE PLEs from ESPN. You'll get them all with your $29.99 per month subscription, I'm told. And cable subs will automatically get the ESPN d-to-c product thru authentication.</a>
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<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=48188fd43c&e=06cea4a9e4" style="text-decoration: none;color: black;">@tvgrimreaper:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=8f913ad65b&e=06cea4a9e4" style="text-decoration: none;color: black;">Separate US apps were a legacy of Hulu's original ownership structure, and otherwise made no sense. The only reason a separate ESPN app makes sense now is in preparation for a potential future ownership change.</a>
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<table class="clustered_items" style="border-collapse: collapse;">
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=60afb31206&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Disney plans to launch its new flagship sports streaming service ESPN on August 21 for $29.99 per month, or $35.99 per month when bundled with Disney+ and Hulu</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Lillian Rizzo / </span><span class="pub_name">CNBC</span>)</span>
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<span class="title" style="font-size: 24px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=afe1b9db69&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">OpenAI offers ChatGPT for enterprise to US federal agencies at a nominal cost of $1 per year, to boost its adoption after the US GSA approved OpenAI as a vendor</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Bloomberg</span>)</span>
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<span class="excerpt">OpenAI is providing access to its ChatGPT product to US federal agencies … </span>
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<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=a53a7d13b2&e=06cea4a9e4" style="text-decoration: none;color: black;">@usgsastephene:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=76ed5979f9&e=06cea4a9e4" style="text-decoration: none;color: black;">Great to see @USGSA advancing innovation through #OneGov, where our agreement w/ @OpenAI reflects the core of @POTUS's #AIActionPlan—making secure, innovative tools easier to access gov-wide, reducing barriers, & strengthening how agencies serve the American people.</a>
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<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=7f6a8667fb&e=06cea4a9e4" style="text-decoration: none;color: black;">@arrington:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=e14df7a21d&e=06cea4a9e4" style="text-decoration: none;color: black;">That seems like a lot of very valuable information</a>
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<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=a72a87e035&e=06cea4a9e4" style="text-decoration: none;color: black;">@jasonkwon:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=c353387426&e=06cea4a9e4" style="text-decoration: none;color: black;">...when done right, AI can be the next great opportunity to invest in people, not just technology. our program, which is at essentially no cost, will include AI training and education for the people who serve to learn the latest skills so that AI works for them.</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=117b7623ff&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: OpenAI is in early talks to hold a secondary share sale for current and former staffers at a ~$500B valuation; OpenAI was valued at $300B in March 2025</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Shirin Ghaffary / </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=ba4b6b53b1&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">A US jury finds Tornado Cash co-founder Roman Storm guilty of conspiring to run an unlicensed money-transfer operation that laundered $1B+ via Tornado Cash</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=3137086585&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Google unveils a Guided Learning mode within its Gemini chatbot to help students and commits $1B over three years to AI education and training efforts in the US</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Mark Sullivan / </span><span class="pub_name">Fast Company</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=37390a6dcb&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Google says total organic click volume from Search to websites has been “relatively stable” YoY and it's sending “slightly more quality clicks” than a year ago</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Liz Reid / </span><span class="pub_name">The Keyword</span>)</span>
</td>
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</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=0941d04823&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Nvidia says its GPUs do not contain backdoors, kill switches, or spyware, and hard-coded, single-point controls like kill switches undermine trust in US tech</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">David Reber Jr / </span><span class="pub_name">NVIDIA</span>)</span>
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</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=a10094d877&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Analyst: China summoning Nvidia over alleged H20 security risks shows it “wants to use the Nvidia case to show China is a buyer, but it won't be a blind buyer”</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Bloomberg</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=2da3ddffc1&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Instagram now lets users repost public Reels and grid posts from other accounts, collected in a designated tab, and adds a Snapchat-like, opt-in maps feature</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Mia Sato / </span><span class="pub_name">The Verge</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;">
earnings
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<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=0e7bccb526&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Airbnb reports Q2 revenue up 13% YoY to $3.1B, vs. $3.03B est., net income of $642M, vs. $599.3M est., Q3 outlook above est., and authorizes a $6B share buyback</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>
</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=dacaa4cf0b&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">DoorDash reports Q2 revenue up 25% YoY to $3.28B vs. $3.16B est., total orders up 20%, and forecasts Q3 gross order value above est.; DASH jumps 8%+ after hours</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Juveria Tabassum / </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=c416a3af97&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Shopify reports Q2 revenue up 31% YoY to $2.68B, above $2.55B est., GMV up 31% YoY to $87.84B, and forecasts Q3 revenue above estimates; SHOP closes up 22%</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Deborah Mary Sophia / </span><span class="pub_name">Reuters</span>)</span>
</td>
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</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=983e2e889c&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Uber reports Q2 revenue up 18% YoY to $12.7B, Gross Bookings up 17% to $46.8B, trips up 18% to 3.3B, income up 82% to $1.5B, and authorizes a $20B share buyback</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<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=bd86d23f7a&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Lyft reports Q2 revenue up 11% YoY to $1.59B vs. $1.61B est., gross bookings up 12% to $4.5B, rides up 14% to 234.8M vs. 235.9M est.; LYFT drops 4%+ after hours</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Akash Sriram / </span><span class="pub_name">Reuters</span>)</span>
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</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=5f184a3b44&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Duolingo reports Q2 revenue up 41% YoY to $252.3M, above $240.7M est., raises FY 2025 revenue forecast to $1.01B-$1.02B, above est.; DUOL jumps 14%+ after hours</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Akash Sriram / </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=1facf2292b&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">AMD reports Q2 data center revenue up 14% YoY to $3.2B, as CEO Lisa Su says AI chip revenue fell YoY due to the US' China export curbs and the MI350 transition</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=bf1cd988f5&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Latin American e-commerce giant MercadoLibre reports Q2 net revenue up 34% YoY to $6.8B, vs. $6.7B est., and net income down 1.5% YoY to $523M, vs. $596M est.</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Andre Romani / </span><span class="pub_name">Reuters</span>)</span>
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</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=9e95c18081&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Google launches its asynchronous coding agent Jules out of beta, with a free plan capped at 15 daily tasks and higher limits for Google AI Pro and Ultra users</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Jagmeet Singh / </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=1cdc1c68ca&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Amazon plans to make OpenAI's new gpt-oss open-weight models available on Bedrock and SageMaker, the first time it has offered OpenAI's models to AWS customers</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=23eace8694&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Microsoft unveils Project Ire, a prototype AI system that can reverse engineer and identify malicious software autonomously, without human assistance</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Todd Bishop / </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=e35ca562c3&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Trump Media says it is beta testing Truth Search AI, a new search feature powered by Perplexity, on the web version of Truth Social</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Matthew Gault / </span><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=c64b0d5806&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Grok's new “spicy” option on its generative AI video tool Imagine produces nude deepfakes of celebrities like Taylor Swift, even without explicit user prompting</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Jess Weatherbed / </span><span class="pub_name">The Verge</span>)</span>
</td>
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</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
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<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;">
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<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=90ea8510df&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">AI drug discovery startup Chai Discovery raised a $70M Series A led by Menlo Ventures via its co-investment vehicle with Anthropic, valuing it at ~$550M</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">George Hammond / </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=7016018323&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: AI video startup Runway is in talks to raise ~$500M at a $5B+ pre-money valuation; rival Luma AI aims to raise $1.1B+ at a $3.2B+ pre-money valuation</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">The Information</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=bac10718f8&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Lyric, which offers AI-powered supply chain management and forecasting tools, raised a $43.5M Series B led by Insight Partners, taking its total funding to $67M</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=b606109c5e&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Cincinnati-based Pantomath, which automates enterprise data operations using AI, raised a $30M Series B led by General Catalyst, after a $14M Series A in 2023</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Kyt Dotson / </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=d8cf36020b&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">OpenMind, which is developing an OS for humanoid robots, raised $20M led by Pantera and unveils Fabric, a protocol that lets robots share info with one another</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Rebecca Szkutak / </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=d03c171c66&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Rillet, which is building AI ledger software to automate accounting tasks, raised a $70M Series B co-led by a16z and Iconiq, a source says at a ~$500M valuation</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Aditya Soni / </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;">
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<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=65c704b0fc&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">The UK CMA clears Omnicom's $13B acquisition of rival Interpublic after launching an investigation into the deal on June 23; the FTC cleared the deal on June 25</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Ian Walker / </span><span class="pub_name">Wall Street Journal</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=88b987ad0a&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Apollo Global agrees to acquire a majority stake in Stream Data Centers, which builds, leases, and operates data center campuses, in its first such acquisition</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Laura Benitez / </span><span class="pub_name">Bloomberg</span>)</span>
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<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=160b8e0bbc&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: China held talks about merging a group of chip equipment makers into a national champion but faced pushback over ownership structure and valuation</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Financial Times</span>)</span>
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<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;">
content moderation
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<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="first_in_section story">
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=ab46a03f2d&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Court filings: Indian agencies ordered X to remove ~1,400 posts or accounts from March 2024 to June 2025, as X and Modi's government clash over content rules</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Reuters</span>)</span>
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<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=98c3793385&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">A US federal judge strikes down a California law blocking large platforms from hosting deceptive AI-generated content related to elections, citing Section 230</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Chase DiFeliciantonio / </span><span class="pub_name">Politico</span>)</span>
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infosec
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<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="first_in_section story">
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=12b0c764ed&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Researchers demonstrate a novel Gemini attack using poisoned Google Calendar invitations to trigger smart home devices; Google fixed the flaws earlier in 2025</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Matt Burgess / </span><span class="pub_name">Wired</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=98c25d6258&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Microsoft says it paid $17M to 344 security researchers across 59 countries between June 2024 to June 2025 via its bug bounty program; the top reward was $200K</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Sergiu Gatlan / </span><span class="pub_name">BleepingComputer</span>)</span>
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more news
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=6606a5d166&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Investigation: Israel's Unit 8200 built a system using Microsoft Azure that collects recordings of millions of phone calls made daily in Gaza and the West Bank</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">The Guardian</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=3284e48eb4&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: Singapore-based used car online marketplace Carro is preparing for a US IPO as soon as 2026, aiming to raise up to $500M at a $3B+ valuation</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Reuters</span>)</span>
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<a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=96ed886f31&e=06cea4a9e4" style="text-decoration: none;">
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=23f2f8f6ba&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">The NHTSA certifies Amazon's Zoox self-driving vehicles for demonstration use and closes a probe from 2022 into whether they complied with federal requirements</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">David Shepardson / </span><span class="pub_name">Reuters</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=be6b64bc4a&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">The Trump administration warns states that they risk losing access to grants from a $42.45B broadband deployment fund if they cap prices on low-cost ISP plans</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Jon Brodkin / </span><span class="pub_name">Ars Technica</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=c6d80acfd1&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">China plans to allow its first stablecoins in a bid to internationalize the CNY, as policymakers warn that dollar-backed tokens cement USD's global dominance</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Financial Times</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=74c4bd8f86&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Smartsheet says Mark Mader will retire as CEO and from the board of directors at the end of September, and names Apptio co-founder Sunny Gupta as acting CEO</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>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=d17a476c79&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">How Palantir won over US lawmakers, leveraging geopolitical crises, technological trends, and DC connections, as CEO Alex Karp adopts a persona not unlike Trump</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Wall Street Journal</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=d143cbde6f&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Court records: from 2017 to 2022, 400,181 US Uber trips had sexual assault and sexual misconduct reports; Uber only disclosed 12,522 reports during the period</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Emily Steel / </span><span class="pub_name">New York Times</span>)</span>
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