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<!--[if !gte mso 9]><!----><span class="mcnPreview Text" style="display:none; font-size:0px; line-height:0px; max-height:0px; max-width:0px; opacity:0; overflow:hidden; visibility:hidden; mso-hide:all;">Dell reports Q2 revenue up 19% YoY to $29.78B, vs. $29.17B est., and forecasts Q3 EPS of $2.45, below $2.55 est.; DELL drops 5%+ after hours</span><!--<![endif]-->
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<td class="page_date" style="vertical-align:middle;text-align:right;color:#004860;font-weight:700;padding-right:10px">Thu, Aug 28</td>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=5f33911733&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Reimagine your photos with a prompt</a></span>
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<span style="color:#455;font-weight:bold;">Tomorrow's events: </span>
<span class="event"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=743a2405d5&e=06cea4a9e4" style="text-decoration: none;color: #004860;">Burning Man (day 6)</a>, </span>
<span class="event"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=a299948b00&e=06cea4a9e4" style="text-decoration: none;color: #004860;">WordCamp US (day 4)</a>, </span>
<span class="event"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=5d10b52936&e=06cea4a9e4" style="text-decoration: none;color: #004860;">Earnings: BABA</a></span>
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top news
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<span class="title" style="font-size: 24px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=388742c836&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Dell reports Q2 revenue up 19% YoY to $29.78B, vs. $29.17B est., and forecasts Q3 EPS of $2.45, below $2.55 est.; DELL drops 5%+ after hours</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Kif Leswing / </span><span class="pub_name">CNBC</span>)</span>
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<span class="excerpt">Despite beating on its top and bottom lines, shares of Dell Technologies fell more than 5% Thursday … </span>
<span class="cite">(Kif Leswing / CNBC)</span>
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<div class="tweet" style="padding: 1px 0;">
<img class="tweet_image" width="12" src="https://techmeme.com/img/twitter_x.png" style="width: 12px;">
<a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=0cc6e5291b&e=06cea4a9e4" style="text-decoration: none;color: black;">@beth_kindig:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=d8388b8078&e=06cea4a9e4" style="text-decoration: none;color: black;">Dell $DELL raised its full-year AI server shipments guidance to $20B from its prior view of $15B+, noting that shipments in the first half of the year reached $10B. Q2 saw record AI server shipments of $8.2B, up 4.5x versus Q1's $1.8B. $NVDA $CRWV $SMCI</a>
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<div class="tweet" style="padding: 1px 0;">
<img class="tweet_image" width="12" src="https://techmeme.com/img/twitter_x.png" style="width: 12px;">
<a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=f8fb4b1f7b&e=06cea4a9e4" style="text-decoration: none;color: black;">@scobleizer:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=5fa0d2e045&e=06cea4a9e4" style="text-decoration: none;color: black;">AI bubble still strong.</a>
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<img class="tweet_image" width="12" src="https://techmeme.com/img/twitter_x.png" style="width: 12px;">
<a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=3c4512b84c&e=06cea4a9e4" style="text-decoration: none;color: black;">@sarbjeetjohal:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=5d4afc79b5&e=06cea4a9e4" style="text-decoration: none;color: black;">...My POV: AI datacenter is still hot as datacenter build continues. AI PC is overhyped and it's not delivering results for any of the vendors. I also believe that to improve margins Dell must build software side of the business gradually and in parallel partner even more deeply with software powerhouses which sell infrastructure related platforms into enterprises</a>
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<span class="title" style="font-size: 24px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=d79e781828&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Microsoft unveils MAI-Voice-1, a speech model that can generate a full minute of audio in under a second on a single GPU, and a text model called MAI-1-preview</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Reed Albergotti / </span><span class="pub_name">Semafor</span>)</span>
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<span class="excerpt">On Thursday, Microsoft announced two powerful AI models it built that it says perform … </span>
<span class="cite">(Reed Albergotti / Semafor)</span>
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<div class="tweet" style="padding: 1px 0;">
<img class="tweet_image" width="12" src="https://techmeme.com/img/twitter_x.png" style="width: 12px;">
<a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=851f96f66c&e=06cea4a9e4" style="text-decoration: none;color: black;">@mustafasuleyman:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=8ac1f0a47c&e=06cea4a9e4" style="text-decoration: none;color: black;">Lots more to come! We have big ambitions for where we go next - model advancements, an exciting roadmap of compute, and the chance to reach billions of people through Microsoft's products. We're building AI for everyone. If that resonates, come build it with us. My DMs are open.</a>
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<div class="tweet" style="padding: 1px 0;">
<img class="tweet_image" width="12" src="https://techmeme.com/img/twitter_x.png" style="width: 12px;">
<a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=0bb9bff7e8&e=06cea4a9e4" style="text-decoration: none;color: black;">@andrewcurran_:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=09163d9470&e=06cea4a9e4" style="text-decoration: none;color: black;">Microsoft has been working on MAI-1 since at least May 2024. The goal was to have an in-house alternative to OpenAI's models. If previous leaks in the press were correct we even know its size: 500B.</a>
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<div class="tweet" style="padding: 1px 0;">
<img class="tweet_image" width="12" src="https://techmeme.com/img/twitter_x.png" style="width: 12px;">
<a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=5b3adf4228&e=06cea4a9e4" style="text-decoration: none;color: black;">@emollick:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=c0e649a36b&e=06cea4a9e4" style="text-decoration: none;color: black;">Microsoft now has their own foundation model, MAI-1 trained on a relatively small amount of compute and with a pretty modest LM Arena score. I'll be curious to see if they can catch up to the leaders, which has been something that has been getting hard to do, but we will see! [image]</a>
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<span class="title" style="font-size: 24px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=3ecd881025&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">The US starts publishing GDP data on nine public blockchains including Bitcoin, Ethereum, and Solana, with the help of Coinbase, Kraken, and Gemini</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Bloomberg</span>)</span>
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<span class="excerpt">The US government on Thursday began distributing gross domestic product data on public blockchains … </span>
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<img class="tweet_image" width="12" src="https://techmeme.com/img/twitter_x.png" style="width: 12px;">
<a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=fd82ca7236&e=06cea4a9e4" style="text-decoration: none;color: black;">@howardlutnick:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=855c5c8c24&e=06cea4a9e4" style="text-decoration: none;color: black;">The numbers are in: GDP growth has surged by 3.3%. And starting now, @CommerceGov has put America's economic data on the blockchain for the first time ever. Under President Trump, the economy is strong, our workers are winning, and America is leading in crypto & economic innovation.</a>
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<div class="tweet" style="padding: 1px 0;">
<img class="tweet_image" width="12" src="https://techmeme.com/img/twitter_x.png" style="width: 12px;">
<a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=8a99b86eaf&e=06cea4a9e4" style="text-decoration: none;color: black;">@brian_armstrong:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=0b06c7c990&e=06cea4a9e4" style="text-decoration: none;color: black;">Historic moment with government data now coming onchain, thanks to @howardlutnick's leadership. Useful in smart contracts and oracles. Coinbase is proud to support @CommerceGov in bringing America onchain, including on @base!</a>
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<div class="tweet" style="padding: 1px 0;">
<img class="tweet_image" width="12" src="https://techmeme.com/img/twitter_x.png" style="width: 12px;">
<a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=4a63ef3963&e=06cea4a9e4" style="text-decoration: none;color: black;">@nic__carter:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=6cedc1649c&e=06cea4a9e4" style="text-decoration: none;color: black;">I for one am glad that we have moved away from putting lettuce on the blockchain and have focused on what matters: putting GDP on the blockchain</a>
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<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=fa034ce5cf&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Intel CFO David Zinser says the company received $5.7B from the US government on Wednesday evening; the White House says the deal is still “being ironed out”</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>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=90c4a225f0&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Intel CFO says the US deal aims to deter Intel from selling its foundry; it lets the US buy 5% more at $20/share if Intel's stake in the unit falls below 51%</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Financial Times</span>)</span>
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<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=00af67aa9a&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Anthropic requires users to accept new terms by September 28, including choosing whether new chats and coding sessions can be used to train AI models</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Anthropic</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=f85ae36cf4&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Apple says the UK CMA's proposed “EU-style” regulation is “bad for users and bad for developers”, “undermines” privacy and security, and “hampers” innovation</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Chris Vallance / </span><span class="pub_name">BBC</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=1efa67d889&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">xAI launches Grok Code Fast 1, a “speedy and economical” agentic coding model, available for free for a limited time on GitHub Copilot, Cursor, Windsurf, more</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Juby Babu / </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=1e018ef532&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Two House Republicans open a probe into alleged organized efforts to inject bias into Wikipedia, citing an ADL report about anti-Israel bias on the site</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Emily Brooks / </span><span class="pub_name">The Hill</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=c42b544994&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Nvidia says it had no new H20 sales to China in Q2 and assumes the same for Q3, but could realize $2B-$5B in H20 sales in Q3 if geopolitical issues are resolved</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Robbie Whelan / </span><span class="pub_name">Wall Street Journal</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=e5814b367e&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Nvidia reports record Q2 gaming revenue up 49% YoY to $4.29B, exceeding $3.74B est. and up from $3.8B in Q1 2025</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Max Knoblauch / </span><span class="pub_name">Sherwood News</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=6d11caca81&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Nvidia CFO Colette Kress says Q2 “net other income” was $2.2B, “driven by gains in a publicly-held equity security”, which refers to Nvidia's CoreWeave position</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>
</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=7ec167af56&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Nvidia CFO Colette Kress says the US hasn't outlined its plan for a 15% China commission, Nvidia won't pay until it has it, and it can sell AI chips without it</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Bloomberg</span>)</span>
</li>
</ul>
</td></tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=7234885c30&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Microsoft is expanding Xbox Cloud Gaming to Game Pass Core and Standard subscribers, dropping the Game Pass Ultimate requirement, and tests more PC game access</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=764e7a2671&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: Trump's threat of “substantial” tariffs on countries imposing digital taxes came after Zuckerberg raised concerns about the taxes in a private meeting</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=f2f4a2032b&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">OpenAI makes its Realtime API generally available with features like MCP support and debuts gpt-realtime, its most advanced speech-to-speech model, in the API</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Sabrina Ortiz / </span><span class="pub_name">ZDNET</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=87829d4f00&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Samsung rolls out Microsoft's Copilot AI assistant in its 2025 lineup of TVs and monitors, letting users ask for movie suggestions, plot recaps, and more</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Emma Roth / </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=5f670ee20b&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Google plans to invest an additional $9B in Virginia through 2026 to boost its cloud and AI infrastructure, including a new data center in Chesterfield County</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Emily Forgash / </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=bdd2639a9a&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: Meta aims to launch its next-gen Llama AI model, Llama 4.X, by the end of 2025; the TBD team developing Llama 4.X is also trying to fix Llama 4 bugs</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Jyoti Mann / </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=d0ed366b07&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">How ChatGPT-powered companionship dolls from Hyodol are helping ease loneliness among older adults in South Korea, as the company aims for a US debut in 2026</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Michelle Kim / </span><span class="pub_name">Rest of World</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=f8669bd2fe&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Didi reports Q2 revenue up 10.9% YoY to ~$7.8B, overseas revenue up 28% YoY, and a ~$350M net loss, driven by a one-off ~$740M charge in a shareholder lawsuit</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=35980ffc82&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Affirm reports Q4 revenue up 33% YoY to $876.4M, above $837M est., GMV up 43% to $10.4B, and EPS of $0.20, above $0.12 est.; AFRM jumps 13%+ after hours</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Katherine Hamilton / </span><span class="pub_name">Wall Street Journal</span>)</span>
</td>
</tr>
</table>
</div>
</div>
<div class="section" style="margin-top: 12px;">
<div class="section_header uppercase" style="border-bottom: 3px solid #004860;letter-spacing: 1px;color: #004860;font-weight: bold;padding: 4px 10px;text-transform: uppercase;">
smartphones
</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=5b434805ca&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Google launches Pixel Care+, replacing Preferred Care and Fi Device Protection in the US, with upgrades but slightly higher pricing than the previous offering</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Will Sattelberg / </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=5569edea71&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">A review of the Honor Magic V5, the world's thinnest foldable phone at 8.8mm when folded, as it launches in Europe for €1,999, following a July launch in China</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Dominic Preston / </span><span class="pub_name">The Verge</span>)</span>
</td>
</tr>
</table>
</div>
</div>
<div class="section" style="margin-top: 12px;">
<div class="section_header uppercase" style="border-bottom: 3px solid #004860;letter-spacing: 1px;color: #004860;font-weight: bold;padding: 4px 10px;text-transform: uppercase;">
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=9331e9bad7&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Dutch web design automation startup Framer raised $100M led by Meritech and Atomico with Accel participation at a $2B valuation, after raising $27M in 2023</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Yazhou Sun / </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=339d7fde0a&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Commonwealth, which wants to build a fusion power plant, raised $863M from Nvidia's NVentures, Khosla Ventures, and Google, bringing its total raised to ~$3B</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Will Wade / </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=2ba9434c09&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Rain, a stablecoin-backed Visa card issuer, raised a $58M Series B led by Sapphire Ventures, after raising a $24.5M Series A led by Norwest in March</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Yueqi Yang / </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=236000f184&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">M0, which develops stablecoin infrastructure to boost interoperability and liquidity, raised a $40M Series B led by Polychain and Ribbit Capital</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Ben Weiss / </span><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=cde13d22c7&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">InstaLILY, whose industry-specific AI agents called InstaWorkers integrate with legacy systems, raised $25M from Insight Partners</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Mike Wheatley / </span><span class="pub_name">SiliconANGLE</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=f0e9d375ed&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Maisa AI, which offers an enterprise agentic automation service that uses a proprietary system to limit hallucinations, raised a $25M seed led by Creandum</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Anna Heim / </span><span class="pub_name">TechCrunch</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=4d106cc3c2&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Taylor Swift and Travis Kelce's engagement announcement on Instagram surpasses 1M reposts, more than any post ever on the platform; the post has 29M+ Likes</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Hannah Dailey / </span><span class="pub_name">Billboard</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=9c0eee0afc&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Typepad is shutting down on September 30, and users' “account and all related services will be permanently deactivated”; users can export content before then</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Everything Typepad</span>)</span>
</td>
</tr>
</table>
</div>
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<span class="excerpt" style="color: black;font-size: 16px;"> — Backing up Office 365, Google Workspace, Dropbox & Box data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=38c333bc0c&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Payroll and HR software provider Gusto agrees to acquire Guideline, which offers 401(k) plans to small businesses; Guideline was valued at $1.15B in 2021</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Jordan Novet / </span><span class="pub_name">CNBC</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=1f8bfea1ec&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Filing: credit reporting giant TransUnion discloses a data breach affecting 4.4M+ customers' personal info but claims “no credit information was accessed”</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Zack Whittaker / </span><span class="pub_name">TechCrunch</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=0a42df1f81&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Google Cloud says its Universal Ledger, a layer-1 blockchain for financial products, is in a private testnet, and plans to reveal more details at a later date</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Danny Park / </span><span class="pub_name">The Block</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=e453c95b06&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">In a letter, FTC chair Andrew Ferguson warns Google not to filter or suppress emails sent by Republicans over Gmail; Google says its spam filters are not biased</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Hans Nichols / </span><span class="pub_name">Axios</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=7286887039&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Analysis: Meta's Hypernova AR glasses will enter mass production in Q3 2025 to beat Apple to market, but have a modest sales target of 150K-200K over two years</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">@mingchikuo</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=19779091dc&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: the $550B US-Japan investment framework, central to the trade agreement, was heavily influenced by Masayoshi Son, with the Stargate Project tied to it</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Akira Yamashita / </span><span class="pub_name">Nikkei Asia</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=d8a6dfe3ca&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">UK banks face losses on billions of pounds in loans to dozens of alternative broadband network providers that have tried to challenge BT and O2's dominance</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Financial Times</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=70a498254e&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">A look at India's rationale for banning online real-money games, with IT minister Ashwini Vaishnaw citing 450M people losing a combined ~$2.3B to them</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Vivek Kaul / </span><span class="pub_name">Newslaundry</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=e599e193fc&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">How legacy carmakers fell behind Tesla and Chinese EV brands in software, as a Toyota Woven engineer says the company's new Arene platform is “full of bugs”</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Financial Times</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=29ad6c0d2a&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">An in-depth look at India's quick commerce boom, driven by Blinkit, Zepto, and Instamart, which have collectively lost more than $1.4B in the past four years</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Bloomberg</span>)</span>
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