<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;">OpenAI releases GPT-5, its new flagship model, to all of its ChatGPT users and developers, available in three flavors via the API</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=5abd346724&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=9762741b19&e=06cea4a9e4" style="text-decoration: none;color: #606060;">Forward</a> | <a href="https://us14.campaign-archive.com/?e=06cea4a9e4&u=94ccd3ae223561415b05892ab&id=9762741b19" 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=23efe12862&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">Thu, Aug 7</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=63c9dd32e1&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=860d1e7b14&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=775f588226&e=06cea4a9e4" style="text-decoration: none;color: #004860;">DEF CON (day 2)</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=8231732caf&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">OpenAI releases GPT-5, its new flagship model, to all of its ChatGPT users and developers, available in three flavors via the API</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Alex Heath / </span><span class="pub_name">The Verge</span>)</span>
</td>
<td style="padding: 0 10px;vertical-align:top;">
<div class="narrow_image" style="position:relative;">
<img src="https://www.techmeme.com/250807/i29.jpg">
</div>
</td>
</tr>
<!--
<tr>
<td colspan="2" style="padding:5px 10px 0;">
<span class="excerpt">GPT-5 is ‘the best model in the world’ at coding and writing, says OpenAI CEO Sam Altman.</span>
<span class="cite">(Alex Heath / The Verge)</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=96918491ba&e=06cea4a9e4" style="text-decoration: none;color: black;">@sama:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=a378cd766d&e=06cea4a9e4" style="text-decoration: none;color: black;">GPT-5 is the smartest model we've ever done, but the main thing we pushed for is real-world utility and mass accessibility/affordability. we can release much, much smarter models, and we will, but this is something a billion+ people will benefit from. (most of the world has only used models like GPT-4o!)</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=0d7c277f86&e=06cea4a9e4" style="text-decoration: none;color: black;">@skirano:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=954c2e5df4&e=06cea4a9e4" style="text-decoration: none;color: black;">I had early access to GPT-5. It will do for coding what GPT-4 did for LLM adoption. It's fast, really smart, has great taste and aesthetic sensibility. This is electricity arriving in every home. A before and after moment for how we build.</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=08f54b1ef5&e=06cea4a9e4" style="text-decoration: none;color: black;">@garymarcus:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=717f75d8d4&e=06cea4a9e4" style="text-decoration: none;color: black;">GPT-5 hot take • took almost 3 years, many billions of dollars • good progress on many fronts • but still part of the pack, not a giant leap forward (e.g. Grok 4 beats it on ARC-AGI-2 results) • not the huge leap forward people long expected • lots of questions TBD about real-world performance • obviously not AGI Also: what was up with those graphs (at least two) where the bars didn't match the numbers? Did GPT-5 make them??</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=5d33e99c7c&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">OpenAI says GPT-5 is a unified system with an efficient model for most questions, a reasoning model for harder problems, and a router that decides which to use</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>
</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=61f94c1c98&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">OpenAI highlights GPT-5 scores on math, coding, and health benchmarks: 94.6% on AIME 2025 without tools, 74.9% on SWE-bench Verified, 46.2% on HealthBench Hard</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Carl Franzen / </span><span class="pub_name">VentureBeat</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=9adcfedb2b&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">OpenAI releases GPT-5 pro, a version with extended reasoning exclusive to ChatGPT Pro subscribers, saying it scored 88.4% without tools on the GPQA benchmark</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Maximilian Schreiner / </span><span class="pub_name">The Decoder</span>)</span>
</li>
</ul>
</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=8383996363&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">President Trump calls on Intel CEO Lip-Bu Tan to “resign, immediately” and says he “is highly CONFLICTED”, after Senator Cotton asked about Tan's ties to China</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/250807/i21.jpg">
</div>
</td>
</tr>
<!--
<tr>
<td colspan="2" style="padding:5px 10px 0;">
<span class="excerpt">President Donald Trump urged the chief executive officer … </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=05083dbe09&e=06cea4a9e4" style="text-decoration: none;color: black;">@trumptruthonx:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=0fb4445e31&e=06cea4a9e4" style="text-decoration: none;color: black;">The CEO of INTEL is highly CONFLICTED and must resign, immediately. There is no other solution to this problem. Thank you for your attention to this problem!</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=2fc35c2bae&e=06cea4a9e4" style="text-decoration: none;color: black;">@mattgertz:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=eebb066319&e=06cea4a9e4" style="text-decoration: none;color: black;">Five minutes after Maria Bartiromo covered Tom Cotton's criticism of Intel's CEO's “potential ties to communist China,” President Trump called for the CEO's removal. Left, Fox Business, 7:34 a.m. Right, Trump, 7:39 a.m. [image]</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=452cfbb49d&e=06cea4a9e4" style="text-decoration: none;color: black;">@timodc:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=a9e4c5bf14&e=06cea4a9e4" style="text-decoration: none;color: black;">The president telling a private company they must fire their executive or face consequences is something that “conservatives” would've been incensed about 3 minutes ago. And yet wake me up if there's a single outraged GOP elected official or Fox News segment on this topic.</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=49bed7aeba&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">GOP Senator Tom Cotton sends a letter to Intel's board chair with questions about CEO Lip-Bu Tan's ties to China and subpoenas when he was Cadence Design's CEO</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Max A. Cherney / </span><span class="pub_name">Reuters</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=5acf968edb&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: Intel's board has stalled recent efforts by CEO Lip-Bu Tan to raise new capital and acquire an AI company meant to help it compete against Nvidia</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>
</li>
</ul>
</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=7db0d7bef7&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Introducing passkey management in Zoho Vault</a></span>
<span class="excerpt" style="color: black;font-size: 16px;"> — For more than a decade, Zoho Vault has been a trusted solution for businesses to securely store, share, and manage their passwords. Back in 2018, we envisioned a passwordless future … </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=52ed6fed12&e=06cea4a9e4" style="text-decoration: none;">
<img class="sponsor_image" src="https://techmeme.com/simg/zoho-EplOzah5.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=049a9bd6a6&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Trump signs an EO clearing a path to add alternative assets like PE and cryptocurrencies into 401(k)s, instructing the US Secretary of Labor to review guidance</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Sarah Min / </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/250807/i39.jpg">
</div>
</td>
</tr>
<!--
<tr>
<td colspan="2" style="padding:5px 10px 0;">
<span class="excerpt">President Donald Trump signed Thursday an executive order that lays the groundwork … </span>
<span class="cite">(Sarah Min / CNBC)</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=6a8a56eed7&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Ripple plans to acquire stablecoin payments platform Rail for $200M, set to close in Q4 2025; Rail says it handles 10% of all global stablecoin payment activity</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Hannah Lang / </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=a7e00c2520&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Taiwan says TSMC will not have to pay 100% tariffs on US chip imports, as it has set up US plants; UMC may see a lower impact through its cooperation with Intel</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Bloomberg</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=0b5ebb011f&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">The EU says companies exporting chips to the US will face a 15% tariff ceiling despite President Trump's new “approximately 100%” chip levy announcement</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Mauro Orru / </span><span class="pub_name">Wall Street Journal</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=03f3cdbed3&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">South Korea's top trade envoy Yeo Han-koo says Samsung and SK Hynix will not be subject to 100% tariffs on US chip imports, citing the US-South Korea trade deal</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Reuters</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=ae4bd3b2d8&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: Samsung plans to produce iPhone 18 image sensors in Austin, Texas; an expert says Apple chose Samsung as a supplier because Sony doesn't have US plants</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=96e9ee0d28&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">State Department cable: Marco Rubio orders diplomats in Europe to lobby against the DSA, arguing it stifles free speech and imposes costs on US tech companies</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Humeyra Pamuk / </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=8211ce1ce0&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Tether acquires a minority stake in MiCA-licensed Spanish crypto exchange Bit2Me and is leading a €30M funding round that will close in the coming weeks</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Naga Avan-Nomayo / </span><span class="pub_name">The Block</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=df43b4b471&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: the US federal judiciary's electronic case filing system was hit in a sweeping hack, potentially compromising the identities of confidential informants</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Politico</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;">
OpenAI Summer Update
</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=29a9a5f3eb&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">A recording of OpenAI's GPT-5 announcement</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">OpenAI on YouTube</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=825f9bef6f&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">GPT-5 is priced at $1.25/1M input tokens and $10/1M output tokens, GPT-5 mini costs $0.25 and $2, respectively, and GPT-5 nano costs $0.05 and $0.40</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Kylie Robison / </span><span class="pub_name">Wired</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=b42401087d&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">GPT-5 will use “safe completions”, a training approach to maximize model helpfulness within safety constraints and an improvement over refusal-based training</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">OpenAI</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=ac30625c5a&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">OpenAI launches a research preview of four preset personalities for ChatGPT users to better tailor their interactions: Cynic, Robot, Listener, and Nerd</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Rachel Metz / </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=8b2d8da7c9&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">GPT-5 hands-on: it exudes competence but doesn't feel like a dramatic leap ahead of other LLMs, and the pricing is aggressively competitive with other providers</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Simon Willison / </span><span class="pub_name">Simon Willison's Weblog</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
</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=966d8aea07&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sony reports Q1 revenue up 2.2% YoY to ~$17.8B, net profit up 23% YoY to ~$1.8B, 2.5M PS5s sold, up from 2.4M in Q1 2024, and expects a lower FY tariff impact</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Kosaku Narioka / </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=6f99fdb971&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Instacart reports Q2 revenue up 11% YoY to $914M, above est., orders up 17% to 82.7M, vs. 80.8M est., and Q3 outlook above estimates; CART jumps 9%+ after hours</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=672624479c&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Pinterest reports Q2 revenue up 17% YoY to $998M vs. $975M est., 578M global MAUs vs. 574.5M est., and earnings per share below est.; PINS down 10%+ after hours</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Jonathan Vanian / </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=287b1b4261&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Block reports Q2 gross profit up 14% YoY to $2.54B vs. $2.46B est., GPV up 10% to $64.25B, raises FY gross profit forecast to $10.17B; XYZ jumps 5%+ after hours</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>
</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=c42db3735c&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Take-Two reports Q1 net bookings up 17% YoY to $1.42B, net revenue up 12% YoY to $1.5B, vs. $1.32B est., and raises its FY 2026 net bookings projection</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Jennifer Maas / </span><span class="pub_name">Variety</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=5a54816d8d&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">SMIC reports Q2 revenue up 16.2% YoY to $2.2B, in line with expectations, and profit down 19.5% YoY to $132.5M, below $183.35M est.</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=2229afcc97&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">SoftBank reports Q1 net profit of $2.87B, vs. ~$850M est., boosted by its Nvidia investment, and says Vision Funds had a “late-stage portfolio valued at $45B”</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">David Keohane / </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=90565ca6e6&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">AppLovin reports Q2 revenue up 77% YoY to $1.26B, vs. $1.22B est., adjusted EBITDA up 99% YoY to $1.02B, and forecasts Q3 revenue above est.; APP jumps 12%</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Adam Levine / </span><span class="pub_name">Barron's Online</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=aceca8b9e6&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: Apple has lost around a dozen of its AI staff, including top researchers, to rivals in recent months; its core foundation models team has ~50-60 people</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Michael Acton / </span><span class="pub_name">Financial 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=37a9f5bfd4&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">SignalFire: as the AI talent race explodes, Anthropic is hiring engineers 2.68x faster than losing them, above OpenAI's 2.18x, Meta's 2.07x, and Google's 1.17x</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Isabelle Bousquette / </span><span class="pub_name">Wall Street Journal</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=3ff4d6d970&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: Mustafa Suleyman has been calling Google DeepMind recruits to pitch Microsoft AI, offering far higher pay packages and more freedom to do their work</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Wall Street Journal</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=16602c03cd&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Source: OpenAI awards bonuses to ~1,000 research and engineering employees, or ~30% of its staff, ranging from several hundred thousand to millions of dollars</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Stephanie Palazzolo / </span><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=bca15a2995&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Source: Meta has acquired WaveForms AI, which is working on AI that understands and mimics emotion in audio and debuted in December with a $40M seed led by a16z</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Kalley Huang / </span><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=0446e69e8e&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: NIST didn't publish an AI safety report and several other AI documents near the end of Biden's term for fear of clashing with the Trump administration</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Will Knight / </span><span class="pub_name">Wired</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=314c38d1d8&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Researchers reveal how a weakness in OpenAI's Connectors let them extract sensitive data from a Google Drive account using an indirect prompt injection attack</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>
</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=0e75d36490&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Google says it's working on a fix for Gemini's self-loathing comments, which have included “I am a failure. I am a disgrace to my profession.”</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Lauren Edmonds / </span><span class="pub_name">Business Insider</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=19e12f2b7d&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">AI's energy demands are driving fossil fuel investments, as energy needs for AI training and data centers are poorly matched with the patterns of solar and wind</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=d92b1f9378&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Q&A with Anthropic CEO Dario Amodei on Anthropic's growth to almost $5B in ARR, its B2B focus, AI talent wars, open-source models, safety regulations, and more</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">John Collison / </span><span class="pub_name">Cheeky Pint</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=1f6b41fe8a&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: German AI startup n8n is expected to raise hundreds of millions of euros led by Accel at a pre-money valuation of $2.3B, up from ~$350M four months ago</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=d56e227350&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">New York-based Casap, which helps banks automate disputes and fight fraud, raised a $25M Series A led by Emergence Capital, bringing its total funding to $33.5M</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Jeff Kauflin / </span><span class="pub_name">Forbes</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=4e83ab659b&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Source: Windsurf's gross margins are “very negative”; many believe the same margin pressure is impacting Cursor, Lovable, Replit, and other vibe coding tools</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Marina Temkin / </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=8ab9226376&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Tavily, which helps AI agents access live web data in a compliant way, raised a $20M Series A led by Insight Partners and Alpha Wave, taking its funding to $25M</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Marina Temkin / </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=000208ef96&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sydney-based Lorikeet, which provides AI agents it describes as “customer concierges”, raised a AU$54M Series A led by QED Investors at a AU$200M+ valuation</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Paul Smith / </span><span class="pub_name">Australian Financial 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=6d94559681&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Toronto-based Blue J, which provides AI-powered tax research software, raised a $122M Series D led by Oak HC/FT and Sapphire Ventures at a $300M+ valuation</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Alex Riehl / </span><span class="pub_name">BetaKit</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=b654d8d843&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">The US GSA says AWS has agreed to provide federal agencies with up to $1B in discounts for cloud adoption, modernization, and training through 2028</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Annie Palmer / </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=cebe16ae96&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">A Texas law enacted in June, inspired by the crippling 2021 winter storm, lets the state's grid operator cut off electricity to data centers in an emergency</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Caroline O'Donovan / </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;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=f2abdab166&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">F5's 2025 AI Strategy Report</a></span>
<span class="excerpt" style="color: black;font-size: 16px;"> — Only 2% of Enterprises Are Fully AI-Ready. Most face security gaps like weak data governance and lack of AI firewalls, stalling adoption and innovation. What is your readiness to scale AI?</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=194fc26b30&e=06cea4a9e4" style="text-decoration: none;">
<img class="sponsor_image" src="https://techmeme.com/simg/f5-MBQErp4p.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=64759479ce&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Tokyo Electron says it fired an employee in Taipei and is cooperating with Taiwan's investigation after Taiwan arrested six people over alleged TSMC IP theft</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Takashi Mochizuki / </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=2cb17f2f43&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Framework Desktop review: the $1,099+ desktop is compact and easy to assemble with solid performance and power efficiency, but CPU, GPU, and RAM are soldered</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Andrew Cunningham / </span><span class="pub_name">Ars Technica</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=4e98644b42&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: Tesla is disbanding the Dojo supercomputer team, and its leader is leaving, after ~20 team members joined DensityAI, a new data center services startup</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Edward Ludlow / </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=a6fc6832b0&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Brex says it has secured a license in the EU, allowing it to issue credit and debit cards and offer its spend management products to European customers</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Julie Bort / </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=cdcc44d1d8&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Steam for Chromebooks will stop working in January 2026, after debuting in alpha in March 2022 ahead of the launch of the first Gaming Chromebooks</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Abner Li / </span><span class="pub_name">9to5Google</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=bf877e26ed&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Two founders of the Samourai Wallet cryptocurrency mixer plead guilty to operating a money transmitting business that transmitted $200M+ in criminal proceeds</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>
</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=6433d0c87d&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">DJI, which is facing an end-of-2025 deadline to keep its US business alive, says its lobbying efforts are struggling; DJI controls 70%+ of the US drone market</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Jamie Tarabay / </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=ca361f95cb&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Index Ventures is set to receive $11B+ in proceeds after Figma's IPO, Google's Wiz acquisition, and Meta's investment in Scale AI, which paid out shareholders</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=59338559de&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources detail Google's struggles to monetize Google TV, which has been costing the company hundreds of millions of dollars annually and has yet to break even</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Janko Roettgers / </span><span class="pub_name">The Verge</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=9762741b19" style="color: #404040 !important;text-decoration: none;">Unsubscribe</a>
<br>
<a href="https://techmeme.us14.list-manage.com/profile?u=94ccd3ae223561415b05892ab&id=976a1cbc1f&e=06cea4a9e4&c=9762741b19" style="color: #404040 !important;text-decoration: none;">Update preferences</a>
<br>
<a href="https://techmeme.us14.list-manage.com/vcard?u=94ccd3ae223561415b05892ab&id=976a1cbc1f" style="color: #404040 !important;text-decoration: none;">Images not loading in Outlook? Add us to your address book!</a>
<br>
Techmeme
530 Divisadero St. #175
San Francisco, CA 94117
USA
</td>
</tr>
</table>
</td>
</tr>
</table>
</div>
</div>
<div style="display:none;"><img src="https://techmeme.us14.list-manage.com/track/open.php?u=94ccd3ae223561415b05892ab&id=9762741b19&e=06cea4a9e4" height="1" width="1" style="display:none;" alt=""></div></body>
</html>