<html> <head> <meta name="viewport" content="width=device-width,initial-scale=1.0"> <style> a { text-decoration:none; } .uppercase { text-transform:uppercase; } .page { font-family:Optima, Helvetica, sans-serif; width:620px; margin:0 auto; background-color:white; font-size:16px; } .page table { border-collapse:collapse; } .header a, .header a:hover, .header a:visited { color:#606060; } .section { margin-top:12px; } .first_section { margin-top:4px; } .first_in_section { border-top:none !important; } .story .leading_item .title { font-size:18px; } .big_story .leading_item .title { font-size:24px; } .clustered_items .title { font-size:18px; } .title a { color:#004860; font-weight:bold; } .excerpt { color:black; font-size:16px; } .cite { color:#888; display:inline-block; white-space: nowrap; } a.tweet_cite:link, a.tweet_cite:visited, a.fb_item_cite:link, a.fb_item_cite:visited { color:black; } a.tweet_body:link, a.tweet_body:visited, a.fb_item_body:link, a.fb_item_body:visited { color:black; } .tweet, .fb_item { padding:1px 0; } .fb_item_image { width:12px; } .tweet_image { width:12px; } .logo { display:block; background:url(https://www.techmeme.com/img/techmeme34.png); background-size: cover; height:34px; width:142px; } .logo_img { height:34px; width:142px; } .sponsor .label { display:block; color:#686860; font-size:12px; font-weight:bold; padding:2px 0; } .event a:link, .event a:visited { color:#004860; } .banner { margin-bottom:12px; padding:20px 10px; background-color:#ffd700; text-align:center; font-size:26px; color:red; } .mcnPreviewText{display: none !important;} @media only screen and (max-width: 480px) { body, .page { width:100% !important; -webkit-text-size-adjust:none !important; } .MC_links { font-size:14px !important; padding-bottom:10px !important; } .page_date { font-size:18px !important; } .narrow_image { display:none !important; } .section { margin-top:16px !important; } .first_section { margin-top:6px !important; } .story, .big_story { padding: 12px 0 !important; border-top:1px solid silver !important; } .first_in_section { border-top:none !important; } .logo { background:url(https://www.techmeme.com/img/techmeme135.png) !important; background-size: cover !important; height:38px !important; width:160px !important; } .logo_img { height:38px !important; width:160px !important; } .tweet_image, .fb_item_image { width: 12px !important; } .events { padding:12px 10px !important; } .sponsor_image { max-width: 100px; } .presented_by { padding:2px 0 10px !important; } } </style> <!--[if gte mso 9]> <style type="text/css"> .clustered_items td { padding-left:38px !important; } </style> <![endif]--> </head> <body> <!-- --> <!--[if !gte mso 9]><!----><span class="mcnPreview Text" style="display:none; font-size:0px; line-height:0px; max-height:0px; max-width:0px; opacity:0; overflow:hidden; visibility:hidden; mso-hide:all;">OpenAI told investors that it projects its cash burn this year through 2029 will rise to a total of $115B, about $80B higher than it previously expect</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=c97ff4b0b7&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=ee7f5f8b4e&e=06cea4a9e4" style="text-decoration: none;color: #606060;">Forward</a> | <a href="https://us14.campaign-archive.com/?e=06cea4a9e4&u=94ccd3ae223561415b05892ab&id=ee7f5f8b4e" 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=115b87d2c1&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, Sep 7</td> </tr> </table> </div> <div style="width:100%;border:1px solid lightgray;padding:5px 0;background-color:white;margin:0 auto 10px;" class="story sponsor"> <table class="leading_item" style="width: 100%;border-collapse: collapse;"> <tr> <td colspan="2"> <div class="presented_by" style="text-align:center;width:100%;letter-spacing:2px;text-transform:uppercase;font-size:14px;padding:2px 0 4px;"> Presented by Google </div> </td> </tr> <tr> <td style="padding-left:10px;vertical-align:middle;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=7f942d6a64&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Reimagine your photos with a prompt</a></span> <span class="excerpt" style="color: black;font-size: 16px;"> — Our new native image generation and editing is state-of-the-art, and ranked #1 in the world. Try it for free in the Gemini app.</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=7e87f35506&e=06cea4a9e4" style="text-decoration: none;"> <img class="sponsor_image" src="https://techmeme.com/simg/gemini2_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=b0868fe351&e=06cea4a9e4" style="text-decoration: none;color: #004860;">IFA (day 4)</a>, </span> <span class="event"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=8d02feb719&e=06cea4a9e4" style="text-decoration: none;color: #004860;">The All-In Summit (day 2)</a>, </span> <span class="event"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=a2e10c4a2a&e=06cea4a9e4" style="text-decoration: none;color: #004860;">Fortune Brainstorm Tech</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=fb302c6cfd&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">OpenAI told investors that it projects its cash burn this year through 2029 will rise to a total of $115B, about $80B higher than it previously expected</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Sri Muppidi / </span><span class="pub_name">The Information</span>)</span> </td> <td style="padding: 0 10px;vertical-align:top;"> <div class="narrow_image" style="position:relative;"> <img src="https://www.techmeme.com/250905/i29.jpg"> </div> </td> </tr> <!-- <tr> <td colspan="2" style="padding:5px 10px 0;"> <span class="excerpt">OpenAI recently had both good news and bad news for shareholders.</span> <span class="cite">(Sri Muppidi / The Information)</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=8625045b6a&e=06cea4a9e4" style="text-decoration: none;color: black;">@sarahtavel:</a> <a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=ad69eae4de&e=06cea4a9e4" style="text-decoration: none;color: black;">Could be a big stack bully move OpenAI is declaring. Who blinks first?</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=e5f9d5c47a&e=06cea4a9e4" style="text-decoration: none;color: black;">@_karenhao:</a> <a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=caa94624b0&e=06cea4a9e4" style="text-decoration: none;color: black;">I'm sorry...WHAT?? [Screenshot of excerpt from The Information highlighting “...That's about $80 billion higher than the company previously expected..."]</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=69e8191f5d&e=06cea4a9e4" style="text-decoration: none;color: black;">@srimuppidi:</a> <a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=f66bc69455&e=06cea4a9e4" style="text-decoration: none;color: black;">Will burn $8B this year & $17B next year—$10B higher than prev projected. 2028 cash burn more than quadruples from $11B to $45B [image]</a> </div> </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=f9563bf3cb&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: ASML is committing €1.3B for Mistral's €1.7B Series C funding round, becoming the top shareholder, and is expected to get a board seat</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Reuters</span>)</span> </td> <td style="padding: 0 10px;vertical-align:top;"> <div class="narrow_image" style="position:relative;"> <img src="https://www.techmeme.com/250907/i14.jpg"> </div> </td> </tr> <!-- <tr> <td colspan="2" style="padding:5px 10px 0;"> <span class="excerpt">ASML (ASML.AS), a crucial supplier of advanced chipmaking equipment … </span> <span class="cite">(Reuters)</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=43856aa51c&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=076ac3d0e0&e=06cea4a9e4" style="text-decoration: none;color: black;">This investment makes very little sense unless it came at a discount. ASML and Mistral may be in the same tech stack and continent, but they're 10 clicks from each other. It'll be interesting to see how investors react to it. Also curious on any potential tax benefits.</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=70bc7b2833&e=06cea4a9e4" style="text-decoration: none;color: black;">@krishnanrohit:</a> <a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=0ca7d1cb8f&e=06cea4a9e4" style="text-decoration: none;color: black;">The truly fascinating part should be that even today ASML is smaller than SAP.</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=39b5414214&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Discover the top reporters on AI chips, robotics, stablecoins, and much more</a></span> <span class="excerpt" style="color: black;font-size: 16px;"> — We've analyzed Techmeme's news crawl to identify the most influential and prolific writers on 50 topics. Download reports immediately for just $100. No sub needed!</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=e4c7dba14f&e=06cea4a9e4" style="text-decoration: none;"> <img class="sponsor_image" src="https://techmeme.com/simg/techmeme_lb.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=4a60b6b512&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Nvidia opposes the GAIN AI Act, saying the proposed US law forcing AI chipmakers to sell to US buyers first is “just another variation of the AI Diffusion Rule”</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Zaheer Kachwala / </span><span class="pub_name">Reuters</span>)</span> </td> <td style="padding: 0 10px;vertical-align:top;"> <div class="narrow_image" style="position:relative;"> <img src="https://www.techmeme.com/250905/i28.jpg"> </div> </td> </tr> <!-- <tr> <td colspan="2" style="padding:5px 10px 0;"> <span class="excerpt">Nvidia (NVDA.O) said on Friday the AI GAIN Act would restrict global competition … </span> <span class="cite">(Zaheer Kachwala / Reuters)</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=2662575a55&e=06cea4a9e4" style="text-decoration: none;color: black;">@nvidianewsroom:</a> <a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=570ebf8638&e=06cea4a9e4" style="text-decoration: none;color: black;">[Screenshot: “Statement from NVIDIA on the GAIN AI Act The U.S. has always been and will continue to be our largest market. We never deprive American customers in order to serve the rest of the world. In trying to solve a problem that does not exist, the proposed bill would restrict competition worldwide in any industry that uses mainstream computing chips. While it may have good intentions, this bill is just another variation of the Al Diffusion Rule and would have similar effects on American leadership and the U.S. economy."]</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=bb24e1eefa&e=06cea4a9e4" style="text-decoration: none;color: black;">@senatorbanks:</a> <a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=8d9eca7c1d&e=06cea4a9e4" style="text-decoration: none;color: black;">The GAIN AI Act puts American companies and researchers before our adversaries like China. This is America First in action. [image]</a> </div> <div class="tweet" style="padding: 1px 0;"> <img class="tweet_image" width="12" src="https://techmeme.com/img/twitter_x.png" style="width: 12px;"> <a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=a5d5163a14&e=06cea4a9e4" style="text-decoration: none;color: black;">@oren_cass:</a> <a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=7bb094cd0d&e=06cea4a9e4" style="text-decoration: none;color: black;">4/ You'll recall Nvidia's approach from such classics as CEO Jensen Huang claiming with a straight face that “there's no evidence of AI chip diversion” and even moving forward with opening a research center in Shanghai. [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=512221b82f&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">C3 AI, whose NYSE ticker symbol is AI, has fallen 32%+ in the past month on growth concerns, after its Q1 revenue fell 19% YoY to $70.3M, below $100M+ est.</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Hyunsoo Rim / </span><span class="pub_name">Sherwood News</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=856c11a809&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Public records show C3 AI's Project Sherlock, its flagship contract to speed up policing in San Mateo County, has struggled with usability and other issues</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> </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=1f1151f9b9&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Microsoft says it's no longer detecting problems for Azure cloud customers, after multiple international cables in the Red Sea were cut</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Susanne Barton / </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=9a8c1f174a&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">The Winklevoss twins have become major GOP donors; a source says they've donated $32M+ since 2017, including $21M to a new pro-Trump and pro-crypto super PAC</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Alex Isenstadt / </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=b8be74dd68&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Data shows WLFI's sharp drop was driven by shorting and dumping across exchanges, not Justin Sun's token movements; WLFI blames phishing-related compromises</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Sam Reynolds / </span><span class="pub_name">CoinDesk</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=2bb7926428&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">A look at Ross Ulbricht's return to public life after receiving a pardon in January, including speaking at Bitcoin 2025 and accepting millions in donations</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=2da3fb29c1&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Christian Catalini, co-creator of Meta's Libra stablecoin project, reflects on Libra's failure, what Stripe's Tempo blockchain can learn from it, and more</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Christian Catalini / </span><span class="pub_name">Forbes</span>)</span> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=c22b6589cb&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">OnePlus ends its five-year partnership with camera company Hasselblad and plans to develop its own imaging engine called DetailMax Engine for upcoming phones</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;"> 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=16210a036f&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">A look at Marc Benioff's pursuit of productivity gains through AI at Salesforce, which has undergone a series of layoffs over the past two years</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Caroline O'Donovan / </span><span class="pub_name">Washington Post</span>)</span> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" 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=2175fb2ddc&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">An in-depth look at AWS' underperformance in the GenAI era, as Microsoft Azure and Google Cloud gain ground, and how Anthropic could spark an AWS AI resurgence</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">SemiAnalysis</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=2a3c9b06b8&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">GPT-5 Thinking in ChatGPT is shockingly good at search and demonstrates the potential of combining tool calling with chain-of-thought reasoning</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Simon Willison / </span><span class="pub_name">Simon Willison's Weblog</span>)</span> </td> </tr> </table> </div> <div 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=7b1d4f41b7&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Alibaba debuts Qwen3-Max-Preview, its largest AI model with over 1T parameters, showcasing strong benchmark performance; the model is not open source</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Carl Franzen / </span><span class="pub_name">VentureBeat</span>)</span> </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=08b922d8ab&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">OpenAI researchers argue that language models hallucinate because standard training and evaluation procedures reward guessing over admitting uncertainty</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">OpenAI</span>)</span> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=2a2a2c668e&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Google DeepMind and LIGO researchers detail Deep Loop Shaping, an AI tool that they say improves the observatory's ability to track gravitational waves</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Alan Boyle / </span><span class="pub_name">GeekWire</span>)</span> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=b062a045dd&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">A profile of Mercor, a Scale AI rival valued at $2B in February, which hires domain experts to train models; it had a $100M run rate in March and $6M H1 profit</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Richard Nieva / </span><span class="pub_name">Forbes</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;"> venture capital </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=0e004c91a7&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">PitchBook: VCs have invested $5B+ in humanoid robotics startups since the beginning of 2024, as years of steady progress and GenAI triggers an investment frenzy</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<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=94fc174b79&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Dealroom: European VC deals are set to rise 3-4% YoY in 2025 to $57B, about the same as in 2023, driven by rising startup valuations in AI, fintech, and defense</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Ivan Levingston / </span><span class="pub_name">Financial Times</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=e963887ac2&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Bengaluru-based Tessolve, which offers semiconductor engineering services and has built 11 chip testing and embedded labs globally, raised $150M from TPG Growth</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Priyamvada C / </span><span class="pub_name">Livemint</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=dd62350676&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Shift5, which develops cybersecurity tools for the military and critical infrastructure, raised a $75M Series C led by Hedosophia</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Chris Metinko / </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=1123d2b84e&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Mojo Vision raised a $75M Series B led by Vanedge Capital to commercialize its microLED tech for products such as AI glasses and optical interconnects</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">David Harold / </span><span class="pub_name">Jon Peddie Research</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=394054898d&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Recall.ai, which offers an API and a desktop SDK for managing meeting recordings and transcripts, raised $38M in a Series B led by Bessemer at a $250M valuation</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Paul Gillin / </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=e38f1801e3&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Austin-based Hello Patient, whose AI agents help healthcare organizations handle patient communications, raised a $22.5M Series A led by Scale Venture Partners</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Marissa Plescia / </span><span class="pub_name">MedCity 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=58c3f1f1d5&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Predoc, which uses AI to automate medical records management, raised $30M seed and Series A led by Base10 Partners, with participation from Northzone and others</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Allie Garfinkle / </span><span class="pub_name">Fortune</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=bf5be4918c&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">A look at the ramp up of Apple's retail footprint in India, as a source says Apple's revenue grew 13% YoY to $9B during India's fiscal year that ended in March</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Sankalp Phartiyal / </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=32e71bb587&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">A book excerpt details Spotify's decade-long push against Apple's App Store commissions and steering rules, including pushing the EU to pass new antitrust laws</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Tim Higgins / </span><span class="pub_name">Wall Street Journal</span>)</span> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;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=151815b45e&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Protecting your Cloud Applications Data</a></span> <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> </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=315df08116&e=06cea4a9e4" style="text-decoration: none;"> <img class="sponsor_image" src="https://techmeme.com/simg/idrive-hvnuOGua.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=fb5d83b318&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Russia publishes a list of locally developed apps it says will function during mobile internet shutdowns, excluding foreign services like WhatsApp and YouTube</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=38e5dd4062&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">TikTok says it now has more than 200M MAUs in Europe, up from 175M in 2024, the latest sign of its rapid growth among teenagers</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Supantha Mukherjee / </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=08ea937a5e&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Cadence Design to acquire Hexagon's Stockholm-based design and engineering unit, a computer-aided engineering software provider, for €2.7B in cash and stock</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=d3752f1b72&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Source: Balderton Capital, one of Revolut's earliest VC backers, has sold ~$1B in shares through multiple transactions that valued the fintech company at $45B</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=3a65f65df3&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Noon, an Amazon rival in the Middle East that has raised $2.7B since its 2016 launch and is now valued at “close to” $10B, is planning an IPO within two years</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Chloe Cornish / </span><span class="pub_name">Financial Times</span>)</span> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=39251b6354&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">German Chancellor Friedrich Merz inaugurates the Jupiter supercomputer, powered by Nvidia chips, the world's fourth-fastest and Europe's first exascale system</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=3167facec1&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">An analysis of US DOL data: the IT sector's unemployment rate fell from 5.5% in July to 4.5% in August, while active tech job postings declined 2.6% from July</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Belle Lin / </span><span class="pub_name">Wall Street Journal</span>)</span> </td> </tr> </table> </div> <div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story"> <table class="leading_item" style="border-collapse: collapse;"> <tr> <td style="padding:5px 10px 0;"> <span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=b2d4b8679f&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Thailand, aiming to become the second-largest PCB production hub, is witnessing a tech manufacturing boom as the PCB supply chain shifts from China and Taiwan</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<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=730536c0d5&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Freshworks founder Girish Mathrubootham, one of India's most prominent SaaS founders, announced he will step down as executive chair effective December 1, 2025</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Chandra R Srikanth / </span><span class="pub_name">Moneycontrol</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=44502abd43&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">A profile of Razer CEO Min-Liang Tan, as the gaming hardware giant readies AI tools for game development and to help players sharpen their skills</a></span> <span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">John Kang / </span><span class="pub_name">Forbes</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: 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