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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=095eb714e5&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=f493f074ed&e=06cea4a9e4" style="text-decoration: none;color: #004860;">VIRTUAL: Samsung Galaxy media event</a>; </span>
<span class="event"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=3d409a93a8&e=06cea4a9e4" style="text-decoration: none;color: #004860;">Earnings: AVGO, PATH</a></span>
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<span class="title" style="font-size: 24px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=ddb23fd299&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: Apple plans an AI search tool, World Knowledge Answers, for a spring 2026 Siri revamp; Apple and Google have agreed to test a Google AI model for Siri</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>
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<span class="excerpt">Apple Inc. is planning to launch its own artificial intelligence-powered web … </span>
<span class="cite">(Mark Gurman / Bloomberg)</span>
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<div class="tweet" style="padding: 1px 0;">
<img class="tweet_image" width="12" src="https://techmeme.com/img/twitter_x.png" style="width: 12px;">
<a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=94039fc680&e=06cea4a9e4" style="text-decoration: none;color: black;">@rjonesy:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=d0595afc0a&e=06cea4a9e4" style="text-decoration: none;color: black;">😳 AI and Search. Right in Apple's wheelhouse. But also, Google powering Siri is brilliant and smart. Battle the new-comers together, and don't accelerate their takeover.</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=7a2d9f6b0b&e=06cea4a9e4" style="text-decoration: none;color: black;">@benbajarin:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=68d1bf0ae9&e=06cea4a9e4" style="text-decoration: none;color: black;">If Apple gets this right, and brings real customer value to their base and a big HW cycle next year with a foldable they could see a massive HW upswing.</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=9d5226a994&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=031e8c904c&e=06cea4a9e4" style="text-decoration: none;color: black;">Apple to do deal with Google for new Siri. Makes sense now that Anthropic got too expensive for even Tim Cook to buy. Gemini is a good model, especially for the kinds of things that we'd want Siri to do. And it has all my data. My question is: is Google Genie 3 part of the deal? If so, that will bring Holodecks to Apple Vision Pro and solve two problems Apple had to figure out.</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=9e5584beba&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Meta launches Instagram for iPadOS, 15 years after its iOS debut; it is slightly different than the mobile app, most notably opening directly to a feed of Reels</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Mia Sato / </span><span class="pub_name">The Verge</span>)</span>
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<span class="excerpt">The long-requested app will feature Reels prominently on the homepage.</span>
<span class="cite">(Mia Sato / The Verge)</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=908a948b54&e=06cea4a9e4" style="text-decoration: none;color: black;">@basicappleguy:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=b44f65296d&e=06cea4a9e4" style="text-decoration: none;color: black;">15 Years for Instagram to come to iPad! We're talking going back to the days of Steve Jobs, iTunes Ping, the era of iPods, AirPort, & the iPhone 4. [image]</a>
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<div class="tweet" style="padding: 1px 0;">
<img class="tweet_image" width="12" src="https://techmeme.com/img/twitter_x.png" style="width: 12px;">
<a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=491fb8e3cf&e=06cea4a9e4" style="text-decoration: none;color: black;">@mkbhd:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=b224ca075a&e=06cea4a9e4" style="text-decoration: none;color: black;">Instagram just launched for iPad. It's not April Fool's Day. What a random drop.</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=99a0efb51e&e=06cea4a9e4" style="text-decoration: none;color: black;">@snazzylabs:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=be4183ef1d&e=06cea4a9e4" style="text-decoration: none;color: black;">15-years and this is the best we can do? [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=82a205cfab&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">France's CNIL fines Google €325M for placing tracking cookies and ads in Gmail without users' consent; Google says it is reviewing the decision</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">France 24</span>)</span>
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<a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=e7ee0319a9&e=06cea4a9e4" style="text-decoration: none;color: black;">@newmanmlex:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=29baaa82ad&e=06cea4a9e4" style="text-decoration: none;color: black;">Google, Shein fined total of EUR475 million in French @cnil cookie-rule violations. Penalty against Google is the highest in CNIL's history. </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=818fd3a6a2&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">DuckDuckGo CEO Gabriel Weinberg, Senator Amy Klobuchar, News / Media Alliance CEO Danielle Coffey, and others say the US v. Google remedies don't go far enough</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Jay Peters / </span><span class="pub_name">The Verge</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=0723652096&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">US v. Google: Judge Amit Mehta says “allowing Google to continue making payments is more palatable now” as GenAI companies “are in a better position” to compete</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Lauren Feiner / </span><span class="pub_name">The Verge</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=2f11385e13&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">US v. Google: letting Google continue paying for traffic acquisition is a huge win for Apple and for Mozilla, which may have died without payments from Google</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">M.G. Siegler / </span><span class="pub_name">Spyglass</span>)</span>
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<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=a72ca5ca4d&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: xAI CFO Mike Liberatore left the startup around the end of July, after joining in April; xAI has seen several high-profile departures in recent weeks</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Wall Street Journal</span>)</span>
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<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=facf01df6b&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Source: OpenAI is increasing the size of its secondary share sale from $6B to ~$10.3B, at a $500B valuation, in line with expectations, set to close in October</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">CNBC</span>)</span>
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<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=f7d367abb6&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Google rolls out new Android and Pixel features: Material 3 Expressive design for Pixel 6 and newer models, on-wrist navigation for the Pixel Watch, and more</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Aisha Malik / </span><span class="pub_name">TechCrunch</span>)</span>
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</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=6e7e2af32f&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Google Pixel 8 and newer models can now stream audio to multiple headphones at once with expanded Bluetooth LE Audio and Auracast support</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Terrence O'Brien / </span><span class="pub_name">The Verge</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=ed8e92c3a0&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Polymarket CEO says the company “has been given the green light to go live” in the US after the CFTC issued a no-action letter regarding event contracts</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Lydia Beyoud / </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=585ce6cf01&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: Mistral AI is finalizing a €2B investment that values the startup at €12B, its first fundraise since June 2024, when it was valued at €5.8B</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Kate Clark / </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=71ba2e7b76&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Anti-piracy organization ACE says a joint operation with Egyptian law enforcement shut down Streameast, the world's largest illegal sports streaming platform</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Adam Leventhal / </span><span class="pub_name">The Athletic</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;">
litigation
</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=8d9614a5e6&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Scale AI sues former employee Eugene Ling and his current employer, Mercor, one of Scale's key competitors, for allegedly stealing 100+ confidential documents</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Hayden Field / </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=4031dc0f09&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">The FTC and Utah say Pornhub operator Aylo has agreed to pay a $5M fine to Utah to settle charges that it did little to block CSAM and non-consensual material</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Rami Ayyub / </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=1151aeebe6&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">A US district judge rules that Amazon must face a class action lawsuit involving 288M customers over claims it overcharged for products sold by third parties</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Mike Scarcella / </span><span class="pub_name">Reuters</span>)</span>
</td>
</tr>
</table>
</div>
</div>
<div class="section" style="margin-top: 12px;">
<div class="section_header uppercase" style="border-bottom: 3px solid #004860;letter-spacing: 1px;color: #004860;font-weight: bold;padding: 4px 10px;text-transform: uppercase;">
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=2284dbf27c&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Mistral updates Le Chat with a Memories feature in beta and an MCP connector directory supporting 20+ enterprise platforms, both available on its free plan</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Michael Nuñez / </span><span class="pub_name">VentureBeat</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=a71964adaf&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">A profile of Ashish Vaswani, an Attention Is All You Need co-author and an Essential AI co-founder, who says the transformer-based labs are stifling innovation</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Julia Love / </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=bd72d61633&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Tests show Character.AI chatbots of Timothée Chalamet, Chappell Roan, and Patrick Mahomes sent messages about sex, self-harm, and drugs to users aged 13 to 15</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Nitasha Tiku / </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;" 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=bc33453956&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">A reporter shares how her mother, a kidney transplant patient in a small Chinese city, bonded with DeepSeek's chatbot as her AI doctor, calling it “more humane”</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Viola Zhou / </span><span class="pub_name">Rest of World</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=320d98e6c9&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">OpenAI makes ChatGPT Projects available to all free users, and allows more files to be added to projects; Projects was previously exclusive to paid subscribers</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Ian Carlos Campbell / </span><span class="pub_name">Engadget</span>)</span>
</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=62a7213cf9&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">C3.ai reports Q1 revenue down 19% YoY to $70.3M, and names long-time tech exec Stephen Ehikian as CEO, replacing Thomas Siebel; its stock falls 11%+ after hours</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Ashley Capoot / </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=d3037ed5b7&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">HPE reports Q3 revenue up 18% YoY to $9.14B, vs. $8.65B est., Server revenue up 16% YoY to $4.9B, and Q4 revenue and profit guidance below estimates</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Dina Bass / </span><span class="pub_name">Bloomberg</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=1f080b49cd&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Figma reports Q2 revenue up 41% YoY to $249.6M, vs. $248.8M est., $28.2M net income, and forecasts Q3 and FY 2025 revenue above est.; FIG drops 14%+ after hours</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Jordan Novet / </span><span class="pub_name">CNBC</span>)</span>
</td>
</tr>
</table>
</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=cedef2245b&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Salesforce reports Q2 revenue up 10% YoY to $10.2B, net income up 32% YoY to $1.9B, and forecasts Q3 revenue below estimates; CRM drops 4%+ after hours</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Brody Ford / </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;">
wearables
</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=1091c5f4d9&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Garmin unveils the $1,200+ Fenix 8 Pro, featuring new satellite and cellular communications tools, and a $2,000 microLED version, both shipping from September 8</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Samantha Kelly / </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=283c3f7f13&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Polar debuts the $199 Polar Loop, a screenless fitness band to track activity, sleep, and more with no subscription, in three colors, shipping from September 10</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Samantha Kelly / </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;">
M&A
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="first_in_section story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=9986908910&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Israeli cybersecurity company Cato Networks acquires Aim Security, sources say for ~$350M, its first acquisition, says it passed $300M in ARR, and raised $50M</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Steven Scheer / </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=1df73ccd29&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Nvidia acquires Solver, a three-year-old AI coding agent startup formerly known as Laredo Labs, which had raised $8M from Radical Ventures, Horizons, and others</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">The Information</span>)</span>
</td>
</tr>
</table>
</div>
</div>
<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=9f76dc1b0f&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Source: Sierra, which builds AI customer service agents, nears a $350M raise at a $10B valuation, up from $4.5B in October 2024, and is set to top $100M in ARR</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Ina Fried / </span><span class="pub_name">Axios</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=f2828b9fa1&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">You.com, which pivoted from AI search to business AI tools, raised $100M led by Cox Enterprises at a $1.5B valuation, after a $50M Series B in September 2024</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Paayal Zaveri / </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=786e4024dc&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Finnish quantum computing startup IQM raised a ~$320M Series B led by Ten Eleven at a $1B+ valuation, and plans a US expansion and to scale its data centers</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=dc20c0c1c8&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">AI search engine startup Exa Labs raised an $85M Series B led by Benchmark at a $700M valuation, 10x its valuation from its Series A last year</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=8e9ba38595&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">HappyRobot, which uses AI to automate freight operator communications, raised a $44M Series B led by Base10 Partners, a source says at a ~$500M valuation</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Aditya Soni / </span><span class="pub_name">Reuters</span>)</span>
</td>
</tr>
</table>
</div>
<div 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=c23299541c&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Utila, which is building an “operating system for stablecoins”, raised a $22M Series A extension led by Red Dot, taking its total funding to $51M+</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Yogita Khatri / </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=1a30ea2b48&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">NYC-based Etherealize, which develops products and infrastructure on Ethereum for financial institutions, raised $40M led by Electric Capital and Paradigm</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>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=6045e4f513&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Roblox will expand age checks to all users of its communication tools by the end of 2025 using facial age estimation tech, ID verification, and parental consent</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Sarah Perez / </span><span class="pub_name">TechCrunch</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=daa2fbd233&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">The EU's General Court backs the EU-US Data Privacy Framework, approved in 2023, rejecting a legal challenge that US surveillance laws fall short of EU laws</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Bloomberg</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=251dc250df&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Capture attention with visual messaging: How to leverage MMS for sales</a></span>
<span class="excerpt" style="color: black;font-size: 16px;"> — This is a guest blog by CRM Messaging.While SMS remains a reliable way to reach your audience directly, modern consumers expect more than just plain text.</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=491b37d48a&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">SK Hynix and ASML say they assembled the industry's first Twinscan NXE:5200B High-NA EUV lithography system at SK's M16 fab, initially to test next-gen tech</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Anton Shilov / </span><span class="pub_name">Tom's Hardware</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=c4b5401574&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: Nintendo repeatedly pushed back Switch 2's launch after its game designers asked for more time, believing focusing on gameplay beats advanced hardware</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Bloomberg</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=7e2b5cd4df&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Acer unveils the $3,999+ Veriton GN100 AI Mini Workstation with an Nvidia GB10 Grace Blackwell Superchip to run AI models locally, its first Mini AI workstation</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">VideoCardz.com</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=a8f7c6a3e4&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">A profile of Flock Safety, which operates 80K+ AI surveillance cameras across the US and hit a $7.5B valuation in March 2025, as it expands into US-made drones</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Thomas Brewster / </span><span class="pub_name">Forbes</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=2250be5e08&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">A deep dive into the state of the tech job market in 2025, including an increase in demand for AI engineers and a rising average tenure at Big Tech companies</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Gergely Orosz / </span><span class="pub_name">The Pragmatic Engineer</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=2c7c95e4de&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">BMW's iX3 electric SUV, debuting September 5, will be the first in a series of “software-defined vehicles” on its €10B+ Neue Klasse platform unveiled in 2021</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=abefef9bb7&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Philippines government data: online gambling revenue in the country overtook traditional casinos in H1 2025, generating ~$2B, or 53%+ of the industry's total</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Ramon Royandoyan / </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=c9a02475c5&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">IDC: the world's top four robot vacuum makers, all from China, together accounted for 54.1% of Q1 2025 shipments, as iRobot fell from first in Q1 2024 to fifth</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>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=bbd69bfd31&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">How SK Hynix's rise as Nvidia's main HBM chip supplier, innovating ahead of Samsung and Micron, disrupted the old order at the top end of the memory chip market</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=bc5adeeaed&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">reMarkable Paper Pro Move review: the $449 digital notepad has a spacious 7.3" color E Ink display and a slim design, but it is not ideal for lengthy notes</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Nena Farrell / </span><span class="pub_name">Wired</span>)</span>
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