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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;">Trump plans to sign a TikTok deal on Thursday; source: TikTok US would be run by a new joint venture company, with ByteDance holding less than 20% of </span><!--<![endif]-->
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=682f5ce3f2&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=c9d5fc4c82&e=06cea4a9e4" style="text-decoration: none;color: #004860;">Qualcomm Snapdragon Summit (day 3)</a>, </span>
<span class="event"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=a6d625049c&e=06cea4a9e4" style="text-decoration: none;color: #004860;">Enterprise Tech Leadership Summit (day 3)</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=c774eefbe4&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Trump plans to sign a TikTok deal on Thursday; source: TikTok US would be run by a new joint venture company, with ByteDance holding less than 20% of its stock</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">NBC News</span>)</span>
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<img src="https://www.techmeme.com/250924/i35.jpg">
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<span class="excerpt">This structure will comply with a bipartisan law passed in 2024 that sought … </span>
<span class="cite">(NBC News)</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=fdbbc73f36&e=06cea4a9e4" style="text-decoration: none;color: black;">@jessecharleslee:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=63a399f449&e=06cea4a9e4" style="text-decoration: none;color: black;">The only reason Trump even cares about this is because he wants to have the algorithm run to benefit him. Trump giving things away on behalf of America in exchange for things that only benefit him is his absolute favorite.</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=57854f1a43&e=06cea4a9e4" style="text-decoration: none;color: black;">@news_jul:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=03e506950b&e=06cea4a9e4" style="text-decoration: none;color: black;">President Trump is expected to sign a deal TOMORROW to facilitate the sale of TikTok from a Chinese-based company to a group of American investors, White House officials tell me & @albamonica. All parties, including China, agreed to the terms, they say. </a>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=631b9f53aa&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">How Trump leveraged Biden's TikTok ban law to help allies gain control of the app, amid fears it could be used to boost pro-Trump content and suppress criticism</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Washington Post</span>)</span>
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<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=e445df827e&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Some Australian leaders and experts debate whether the country should use a Chinese-owned version of TikTok or one run by Trump allies</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Josh Taylor / </span><span class="pub_name">The Guardian</span>)</span>
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<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="big_story">
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<span class="title" style="font-size: 24px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=b4c3210ed9&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: Intel approached Apple about a potential investment in the chipmaker as part of its turnaround efforts and discussed how to work more closely together</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">Intel Corp. has approached Apple Inc. about securing an investment in the ailing chipmaker … </span>
<span class="cite">(Bloomberg)</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=63b7a76f41&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=17bf30f70c&e=06cea4a9e4" style="text-decoration: none;color: black;">The one idea a year ago that I could have gotten around would have been a consortium of investors into Intel Foundry. This wasn't the way I had envisioned it but here we likely are. USG. SoftBank, and Nvidia. As for Apple, with all the wafer demand going through TSMC for AI GPU and XPU, doesn't $AAPL need a second source? Not just for packages but for wafers. Hearing Nvidia, not Apple wants first in where Apple had been the lead for years. All speculation but thinking Apple is the next one to go to Intel Foundry.</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=5510f2c164&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=dbb70b49f3&e=06cea4a9e4" style="text-decoration: none;color: black;">I have a random thesis that there are M series chips in the works that would use Intel packaging (only packaging not process).</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=27c0656c60&e=06cea4a9e4" style="text-decoration: none;color: black;">@caro_milanesi:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=c167fc26a8&e=06cea4a9e4" style="text-decoration: none;color: black;">New leadership frees you from the baggage of the past. Think about if this were the Intel Apple walked away from and convinced everyone they were better off without</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=92bb7f3fb8&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Microsoft is bringing Anthropic's Claude Sonnet 4 and Claude Opus 4.1 to Microsoft 365 Copilot, starting with Researcher and Copilot Studio</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>
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<span class="excerpt">Microsoft is bringing Anthropic's Claude Sonnet 4 and Claude Opus 4.1 to Microsoft 365 Copilot users.</span>
<span class="cite">(Tom Warren / The Verge)</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=cabd0e32cf&e=06cea4a9e4" style="text-decoration: none;color: black;">@satyanadella:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=3175c469df&e=06cea4a9e4" style="text-decoration: none;color: black;">Today we're expanding Microsoft 365 Copilot with the addition of Anthropic's Claude models. Customers can now use both OpenAI and Claude — starting in Researcher and Copilot Studio, and coming to more experiences soon. Our multi-model approach goes beyond choice. It's all about bringing the best AI from across the industry to Copilot, tuned for work and tailored to every business.</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=49326ae53a&e=06cea4a9e4" style="text-decoration: none;color: black;">@tanayj:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=a5e3962eec&e=06cea4a9e4" style="text-decoration: none;color: black;">Microsoft is adding Anthropic's Claude models to Microsoft 365 Copilot today. Other than the obvious strategic/diversification reasons, @theinformation suggested that Office AI team found that Anthropic models performed better on Excel/Powerpoint tasks [image]</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=99d808ce0e&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Meta says Instagram has hit 3B monthly users and is changing its home screen to prioritize DMs and Reels; it is testing opening directly into Reels in India</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Kurt Wagner / </span><span class="pub_name">Bloomberg</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=5f29e4d1a7&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Inside the Trump Administration's chaotic H-1B visa overhaul, with Commerce Secretary Howard Lutnick initially presenting the $100,000 fee as an annual charge</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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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=65299f9d03&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Michael Moritz says Trump's “H-1B caper will backfire” and shows the “fragile grasp” Trump and his acolytes have of what makes the US tech sector so successful</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Michael Moritz / </span><span class="pub_name">Financial Times</span>)</span>
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</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=158f8671f3&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Source: Oracle sold $18B in US investment-grade bonds on Wednesday, issuing the debt in six parts, including a rare 40-year bond, as it ramps up spending</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=7a50cb3b30&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">UK's National Crime Agency says it's arrested a man in connection with a cyberattack that has caused days of disruption at Heathrow and other European airports</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Imran Rahman-Jones / </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=72688c3885&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Qualcomm announces the Snapdragon X2 Elite and X2 Elite Extreme chips for PCs, offering up to 18 cores, and says the latter is the first Arm chip to hit 5GHz</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Andrew E. Freedman / </span><span class="pub_name">Tom's Hardware</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=c68b96b04d&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Alibaba's Hong Kong-listed shares hit a nearly four-year high after CEO Eddie Wu announced plans to increase AI spending beyond the $53B target over three years</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Luz Ding / </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;">
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=ce27ea8e37&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Google launches its Search Live feature in the US, letting users ask questions in AI Mode while sharing their phone's camera feed for real-time help</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=5d78a7a931&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">OpenAI partners with SAP to launch OpenAI for Germany, bringing its AI tools to Germany's public sector through SAP's Delos Cloud</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=c1eba25195&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Alibaba releases the Qwen3-VL vision models, the Qwen3Guard “safety moderation” models, and three closed-weight models, including Qwen3-Max with 1T+ parameters</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=e151d15bdd&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">A look at some uncertainties surrounding Nvidia's proposed $100B investment in OpenAI, including concerns about the agreement's circular structure</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=2462197432&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Google launches the Data Commons MCP Server, allowing developers to integrate its collection of public datasets into AI systems via natural language queries</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Jagmeet Singh / </span><span class="pub_name">TechCrunch</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=e28edea2f0&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: OpenAI CEO of Applications Fidji Simo has been meeting with potential candidates for a role overseeing monetization efforts, including ads in ChatGPT</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Alex Heath / </span><span class="pub_name">Sources</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=7a42cb870b&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Bain: by 2030, AI companies will need $2T in combined annual revenue to fund compute power to meet projected demand, but are likely to fall short by $800B</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Saritha Rai / </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=ca330b584a&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Appfigures: dedicated mobile apps for vibe coding have yet to gain traction; the largest such app, Instance: AI App Builder, has just 16,000 downloads</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>
</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;">
streaming
</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=ca87764647&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">YouTube adds a “hide” button to let users dismiss recommendation pop-ups that appear at the end of videos, following user feedback that pop-ups were distracting</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=057460b584&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Spotify reinstates integration with third-party DJ software for Premium subscribers in 51 markets, including the US, after pulling support in 2020</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Lawrence Bonk / </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;">
regulation
</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=2ef6593435&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Taiwan curbs chip exports to South Africa over national security concerns, the first time it has used its chip industry as a weapon against a China ally</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=e8be4a50ee&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Report: China's market regulator drafts rules to curb “coercive competition” in the online food delivery market, spurring a rally in Meituan and JD.com's shares</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;">
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=e386dfb177&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">VCs court top AI startups with preempted rounds and perks like private jets; PitchBook: US AI startups raised $200B in 2025, with 41% going to just 10 companies</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=fbca5d9cf9&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Tracxn: funding for Indian digital lending startups fell to $462M between January and August 2025 from $1.1B a year earlier, after RBI tightened lending norms</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">The Economic 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=3a2108cd58&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Modular, which lets developers build AI apps that run across multiple GPU and CPU vendors, raised $250M led by US Innovative Technology at a $1.6B valuation</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Lauren Goode / </span><span class="pub_name">Wired</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=d8c7918c14&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Zerohash, which provides on-chain infrastructure for businesses to offer trading, stablecoin payments, and more, raised a $104M Series D-2 at a $1B valuation</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Blockworks</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=c741d0a25c&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">London-based media monitoring and risk management company Signal AI raised $165M led by Battery Ventures, which will hold a majority stake after the investment</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Daniel Thomas / </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=1cf3a218dd&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">WeTravel, whose travel payments software is used by group travel operators, raised a $92M Series C at a ~$450M valuation, up from ~$100M in 2022</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Lucinda Shen / </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=9e606c8df0&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Emergent, which lets non-technical users build apps via AI agents that handle coding errors and more, raised a $23M Series A, bringing its total funding to $30M</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Ivan Mehta / </span><span class="pub_name">TechCrunch</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=5daea53c55&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Greptile, maker of an AI-powered code review tool, raised a $25M Series A led by Benchmark and launches Greptile v3</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=fb1d2d22a3&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Synthesized, which is developing AI tools to automate software testing, raised a $20M Series A led by Redalpine</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Jeremy Kahn / </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=57f4b38453&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Huxe, an app built by three former NotebookLM developers that offers users personalized daily briefs and topic exploration with AI podcast hosts, raised $4.6M</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Ivan Mehta / </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=d8de628772&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">iPhone 17 Pro teardown: the anodized aluminum scratches badly around the camera plateau edge, the screwed-in battery is a nice repairability upgrade, and more</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Elizabeth Chamberlain / </span><span class="pub_name">iFixit 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;">
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=b6d1d75521&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Waymo launches Waymo for Business, a service targeting employers, universities, and event organizers, available in San Francisco, Los Angeles, and Phoenix</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Natalie Lung / </span><span class="pub_name">Bloomberg</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=91a9ba183f&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Indian digital payments giant PhonePe confidentially files for an IPO in India, seeking to raise $1.5B, sources say at a valuation of $15B</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">The Economic 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=17219ec918&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Canadian PE firm Novacap agrees to acquire Integral Ad Science, which provides digital ad measurement and verification, in a deal valuing IAS at about $1.9B</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Ryan Gould / </span><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=735279002c&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: Flipkart is investing $30M in its fintech unit Supermoney, after a $20M 2024 spin-off round; Supermoney disbursed $700M+ in loans via lending partners</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Alex Gabriel Simon / </span><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=b540584efe&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">An Indian court dismisses X's March lawsuit challenging the government's content takedown orders, ruling foreign platforms can't invoke free speech protections</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Jagmeet Singh / </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=17fd7bc208&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Meta plans to open new pop-up shops in Las Vegas and NYC and reopen its LA shop starting in October to show off Meta Ray-Ban Display and other hardware</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=38566638c0&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">BofA Securities: Blinkit holds over 50% share of India's quick commerce market, as rivals Zepto and Instamart prioritize profitability over aggressive expansion</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Pranav Mukul / </span><span class="pub_name">The Economic Times</span>)</span>
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