<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;">Sources: Nvidia and AMD agreed to pay the US government 15% of revenues from H20 and MI308 chip sales in China to obtain export licenses granted last </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=0ac3efa598&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=bce31b5a47&e=06cea4a9e4" style="text-decoration: none;color: #606060;">Forward</a> | <a href="https://us14.campaign-archive.com/?e=06cea4a9e4&u=94ccd3ae223561415b05892ab&id=bce31b5a47" 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=12c2336363&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">Sun, Aug 10</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=048f4280b0&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=401189ddd7&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=f993aa7f4e&e=06cea4a9e4" style="text-decoration: none;color: #004860;">Ai4</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=04c3429507&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: Nvidia and AMD agreed to pay the US government 15% of revenues from H20 and MI308 chip sales in China to obtain export licenses granted last week</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Financial Times</span>)</span> </td> <td style="padding: 0 10px;vertical-align:top;"> <div class="narrow_image" style="position:relative;"> <img src="https://www.techmeme.com/250810/i13.jpg"> </div> </td> </tr> <!-- <tr> <td colspan="2" style="padding:5px 10px 0;"> <span class="excerpt">Chipmakers agree to unusual arrangement to secure export licences from Trump administration</span> <span class="cite">(Financial Times)</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=ede0031a1b&e=06cea4a9e4" style="text-decoration: none;color: black;">@petereharrell:</a> <a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=0657e8ee7e&e=06cea4a9e4" style="text-decoration: none;color: black;">In addition to the policy problems with just charging Nvidia and AMD a 15% share of revenues to sell advanced chips in China, the US Constitution flatly forbids export taxes.</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=3711a69f0c&e=06cea4a9e4" style="text-decoration: none;color: black;">@mattzeitlin:</a> <a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=baa3a94b1c&e=06cea4a9e4" style="text-decoration: none;color: black;">Trump seems very interested in maximizing tariff, investment pledges, and now I guess export taxes as some kind of trade scorecard to balance against the trade deficit</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=11bc54feef&e=06cea4a9e4" style="text-decoration: none;color: black;">@jukanlosreve:</a> <a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=80476d4ab4&e=06cea4a9e4" style="text-decoration: none;color: black;">For reference, my estimate puts the H20's profit margin at 54%. If they have to give 15% of the revenue to the government, I think we can roughly say that about 39% would be left for NVIDIA.</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=5ee09f0034&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: Chinese officials have urged the Trump administration to relax HBM chip export controls during trade talks, after the Biden administration ban in 2024</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Demetri Sevastopulo / </span><span class="pub_name">Financial Times</span>)</span> </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=01b3895f81&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: Apple is testing upgraded App Intents with Uber, Temu, Amazon, YouTube, WhatsApp, and other apps to transform Siri into a true voice-first interface</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Mark Gurman / </span><span class="pub_name">Bloomberg</span>)</span> </td> <td style="padding: 0 10px;vertical-align:top;"> <div class="narrow_image" style="position:relative;"> <img src="https://www.techmeme.com/250810/i5.jpg"> </div> </td> </tr> <!-- <tr> <td colspan="2" style="padding:5px 10px 0;"> <span class="excerpt">Apple's upcoming voice-control feature for the new Siri could be an under-the-radar hit — if it works.</span> <span class="cite">(Mark Gurman / 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=9ce3d40579&e=06cea4a9e4" style="text-decoration: none;color: black;">@markgurman:</a> <a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=c4c481b6b5&e=06cea4a9e4" style="text-decoration: none;color: black;">One of the biggest issues with Siri is that it feels like it almost intentionally hits the wrong device when you say Hey Siri. It's especially annoying when it lights up a HomePod when you're asking for something requiring a screen. Unbelievable this is still the case.</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=e45c984454&e=06cea4a9e4" style="text-decoration: none;color: black;">@bzamayo:</a> <a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=efb3d72dfb&e=06cea4a9e4" style="text-decoration: none;color: black;">@markgurman By design (as documented here but yes the design should be changed. Right now, which device responds is chosen at the moment you finish saying Hey Siri, it doesn't matter what you are asking for.</a> </div> </td></tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;background-color:#f4f4f4;" class="story sponsor"> <table class="leading_item" style="width: 100%;border-collapse: collapse;"> <tr> <td style="padding-left:10px;vertical-align:middle;"> <span class="label" style="display: block;color: #686860;font-size: 12px;font-weight: bold;padding: 2px 0;">SPONSOR</span> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=1033bf1708&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">How to use a CRM to systematically capture leads from social media ads</a></span> <span class="excerpt" style="color: black;font-size: 16px;"> — If you're running ads on platforms like Facebook or Instagram, you're probably seeing some good interest already. Getting leads isn't the problem.The tricky part … </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=3b140c19e7&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=4a44601aa0&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: Intel CEO Lip-Bu Tan is set to meet Trump on Monday to propose ways the US and Intel could work together, show his commitment to the US, and more</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Lauren Thomas / </span><span class="pub_name">Wall Street Journal</span>)</span> </td> <td style="padding: 0 10px;vertical-align:top;"> <div class="narrow_image" style="position:relative;"> <img src="https://www.techmeme.com/250810/i12.jpg"> </div> </td> </tr> <!-- <tr> <td colspan="2" style="padding:5px 10px 0;"> <span class="excerpt">Lip-Bu Tan is set to meet with the president, who last week called for Tan's removal</span> <span class="cite">(Lauren Thomas / Wall Street Journal)</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=0eb4065eec&e=06cea4a9e4" style="text-decoration: none;color: black;">@patrickmoorhead:</a> <a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=4153a9c49e&e=06cea4a9e4" style="text-decoration: none;color: black;">It looks like Lip Bu Tan is headed to DC to cut a deal with DJT. This is a very good sign. As I said, if he didn't get up there in a week, it's over. I hope Tan does a lot of listening and has asked smart people around him for advice. $INTC [image]</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=2d8df1c24f&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Doomer predictions of a rapid, monopolistic AGI were wrong, as recent AI model releases resemble a Goldilocks scenario with competitive, specialized models</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">David Sacks / </span><span class="pub_name">@davidsacks</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=fb7feeb5cc&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: Trump's World Liberty Financial is seeking to raise $1.5B to launch a publicly traded crypto treasury company that would hold its WLFI token and cash</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Fortune</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=97fe7fd2fd&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Analysis: Nvidia has the biggest weight in the S&P 500 of any individual stock since 1981 and the highest P/E as the index's top stock since Microsoft in 1999</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Luke Kawa / </span><span class="pub_name">Sherwood News</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=87b2153893&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">US nuclear, geothermal, and energy storage companies have found a lifeline in the AI data center boom after years of challenges such as high interest rates</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Bloomberg</span>)</span> </td> </tr> </table> </div> </div> <div class="section" style="margin-top: 12px;"> <div class="section_header uppercase" style="border-bottom: 3px solid #004860;letter-spacing: 1px;color: #004860;font-weight: bold;padding: 4px 10px;text-transform: uppercase;"> 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=3d8ab930a0&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">GPT-5's release was underwhelming, offering incremental improvements and failing to meet expectations, showing that pure scaling simply isn't the path to AGI</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Gary Marcus / </span><span class="pub_name">Marcus on AI</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=2fc2c8ce8d&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Q&A with OpenAI COO Brad Lightcap on GPT-5, its dynamic reasoning, defining AGI, scaling vs. post-training, hallucinations, enterprise adoption, and more</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Alex Kantrowitz / </span><span class="pub_name">Big Technology</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=394e2ba458&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Hands-on with Alexa+: fun to talk to and good at handling multistep requests, but it is buggy, unreliable, and worse at some basic tasks than the original Alexa</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Kevin Roose / </span><span class="pub_name">New York Times</span>)</span> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=920e2a6cc5&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Microsoft launches Copilot 3D, a free AI-powered tool allowing users to transform 2D images into 3D models without a text prompt, available in Copilot Labs</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Tom Warren / </span><span class="pub_name">The Verge</span>)</span> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" 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=8706fffcae&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">An analysis of over 1M words of conversation between a ChatGPT user and ChatGPT shows how chatbots can lead ordinarily rational people to spiral into delusion</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">New York Times</span>)</span> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=fd1722e179&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">AI startups like Anthropic and OpenAI are ramping up efforts to recruit quant researchers from Wall Street firms, offering competitive pay and benefits</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=33c45acb38&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">South Korean AI chip design firm DeepX partners with Baidu on industrial AI projects, as sources say it is preparing to raise a round above its $79M Series C</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Yoolim Lee / </span><span class="pub_name">Bloomberg</span>)</span> </td> </tr> </table> </div> </div> <div class="section" style="margin-top: 12px;"> <div class="section_header uppercase" style="border-bottom: 3px solid #004860;letter-spacing: 1px;color: #004860;font-weight: bold;padding: 4px 10px;text-transform: uppercase;"> personnel changes </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=bcada23dfb&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">CS grads struggle to land jobs as tech companies lay off workers and embrace AI; CS majors face a 6.1% unemployment rate in the US among grads aged 22 to 27</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Natasha Singer / </span><span class="pub_name">New York Times</span>)</span> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=c505f3b6d7&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Coding bootcamps, a Silicon Valley mainstay for over a decade, are facing decline as AI eliminates the kind of entry-level roles for which they trained people</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Anna Tong / </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=b83673c55c&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Bo Hines, the head of the White House Presidential Council of Advisers for Digital Assets, says he is stepping down and returning to the private sector</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> </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=302048d0bf&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Experts say TCS' decision to cut 12K jobs signals the start of an AI-fueled trend that could eliminate ~500K jobs in India's $283B IT sector within three years</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> <div class="section" style="margin-top: 12px;"> <div class="section_header uppercase" style="border-bottom: 3px solid #004860;letter-spacing: 1px;color: #004860;font-weight: bold;padding: 4px 10px;text-transform: uppercase;"> cryptocurrency </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="first_in_section story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=2083f44762&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">A look at Changpeng Zhao's efforts to get a pardon from Trump for his money-laundering charges, including via lobbying and a business deal with the Trump family</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">New York Times</span>)</span> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=50e3f6cbc8&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Despite stablecoins reaching $5T in transaction volumes in 2025, their promise of cheaper cross-border payments is hampered by persistent foreign exchange costs</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Sidhartha Shukla / </span><span class="pub_name">Bloomberg</span>)</span> </td> </tr> </table> </div> </div> <div class="section" style="margin-top: 12px;"> <div class="section_header uppercase" style="border-bottom: 3px solid #004860;letter-spacing: 1px;color: #004860;font-weight: bold;padding: 4px 10px;text-transform: uppercase;"> 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=e9a345f91c&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">AOL is discontinuing its dial-up internet service on September 30; it was launched in 1991 and reportedly had subscribers “in the low thousands” in 2021</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Stevie Bonifield / </span><span class="pub_name">PC Gamer</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=9522293394&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Advocates for net neutrality say they won't appeal a ruling against the policy, saying they don't trust the US Supreme Court to rule fairly on the issue</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> </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=86dc3dbf9a&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=0d77c805ed&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=db88e0eecb&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: SoftBank has selected banks for a potential US IPO of its payments app operator PayPay, which may raise over $2B and could take place as soon as Q4</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=f317737918&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">A steady stream of large conventions in China showcasing homegrown humanoid robots is stirring investor excitement, even though sales are far from taking off</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Wataru Suzuki / </span><span class="pub_name">Nikkei Asia</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=93040fe21e&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Investors are increasingly divesting from companies they fear are at risk of AI disruption, like Wix and Shutterstock, which are down at least 30% in 2025</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=d05aff1410&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">The precise scale of Apple's pledge to invest $600B+ in the US over four years is difficult to measure, as the company has not provided a breakdown of its plan</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=4a4d90c4d6&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">The controversy involving Tokyo Electron over alleged TSMC IP theft comes at a low point for the company, after order cancellations and a lull in Chinese demand</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Bloomberg</span>)</span> </td> </tr> </table> </div> </div> <div class="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; 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