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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=9e51c3538c&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=732d992f30&e=06cea4a9e4" style="text-decoration: none;color: #004860;">Fortune Most Powerful Women</a>, </span>
<span class="event"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=2dc04a15f2&e=06cea4a9e4" style="text-decoration: none;color: #004860;">Cloudflare Connect</a>, </span>
<span class="event"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=ebb81d5c75&e=06cea4a9e4" style="text-decoration: none;color: #004860;">Oracle CloudWorld</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=d2e2846b80&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: Apple glasses may run full visionOS when paired with Mac, or a lighter UI with iPhone; Apple may unveil M5 iPad, MacBook Pro, and Vision Pro this week</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">After spending a week with Meta's new display-embedded smart glasses … </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=44231efeee&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=9ef4256edf&e=06cea4a9e4" style="text-decoration: none;color: black;">...This week Gurman also says a new Apple Vision Pro is coming with an M5 chip. Like with the first one, I'm telling my friends and family not to buy. The weight of the “scuba mask” will drive them insane after a short while. Mine gives me headaches after using it for an hour. But when glasses arrive? My stance will change.</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=4858a6d496&e=06cea4a9e4" style="text-decoration: none;color: black;">@xuwu:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=bcef9bf6b6&e=06cea4a9e4" style="text-decoration: none;color: black;">It's easy to tell — any glasses that can run visionOS are essentially a lightweight headset. This suggests Apple is exploring multiple headset directions, similar to Meta's Puffin.That's probably closer to the truth.</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=00a41e554d&e=06cea4a9e4" style="text-decoration: none;color: black;">@vadimyuryev:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=8047161416&e=06cea4a9e4" style="text-decoration: none;color: black;">3 Apple Products with M5 chips THIS week, including M5 MacBook Pro 14"! Was a dang good guess from me last week. Kinda wish the launches were delayed by another week as I'm going out of town Monday night lol.. Crappy timing. </a>
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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=da9ba1cc02&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Thinking Machines Lab co-founder Andrew Tulloch joins Meta, which has called an August report that he was offered a $1.5B+ package by Zuckerberg “ridiculous”</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="excerpt">Andrew Tulloch is the latest big-name AI researcher to join the social-media giant</span>
<span class="cite">(Wall Street Journal)</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=289115c5e0&e=06cea4a9e4" style="text-decoration: none;color: black;">@shakoistslog:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=899db67132&e=06cea4a9e4" style="text-decoration: none;color: black;">leaving as co-founder is kind of degenerate, after you've convinced tons of people to believe in you and invest their time to work with you and join you.</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=d9aacd0006&e=06cea4a9e4" style="text-decoration: none;color: black;">@tbpn:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=498d0bb34d&e=06cea4a9e4" style="text-decoration: none;color: black;">Andrew has a long history with Meta. He had already turned down a $1B offer from Meta earlier this year. But previous to cofounding Thinking Machines in January — and his work at OpenAI before that — he had served an 11-year stint at Meta as a distinguished engineer.</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=10351b338e&e=06cea4a9e4" style="text-decoration: none;color: black;">@danprimack:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=15317d9a0d&e=06cea4a9e4" style="text-decoration: none;color: black;">VCs need to begin thinking about putting poison pills in term sheets.</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=b992e9215c&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Local listings management: does it matter anymore?</a></span>
<span class="excerpt" style="color: black;font-size: 16px;"> — Local business owners are stuck in a strange dilemma. Everyone's trying to attract customers nearby, but there's this nagging question: Do local listings still matter? Or are they like expired coupons?</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=e1446f0e62&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Crypto markets crashed after Trump threatened an extra 100% tariff on China, triggering $19.1B+ in liquidations, 10x+ the liquidations during the FTX crash</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>
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<span class="excerpt">Trump's 100% tariff warning on China ignited a global sell-off that wiped … </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=6a9a3c7b18&e=06cea4a9e4" style="text-decoration: none;color: black;">@ashcryptoreal:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=9589d62974&e=06cea4a9e4" style="text-decoration: none;color: black;">Covid crash: $1.2 Billion in liquidations FTX crash: $1.6 Billion in liquidations Today: $19.16 Billion in liquidations This is Biggest liquidation event in history of crypto and almost 20x bigger than the Covid crash of March 2020. [image]</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=69b4b345ef&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">The Dutch government takes control of Chinese-owned Dutch chipmaker Nexperia under the Goods Availability Act to safeguard chip supply for European industries</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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<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=a5617143c8&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Ten major banks including Bank of America, Deutsche Bank, and UBS announce an early-stage project to explore issuing stablecoins pegged to G7 currencies</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Reuters</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=912197a217&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Taiwan says it expects no significant impact from China's new export controls on rare earth minerals, as it uses different rare earths in chip manufacturing</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Ben Blanchard / </span><span class="pub_name">Reuters</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=4b19003f9c&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sora videos depicting dead celebs spark backlash from families; OpenAI says reps of “recently deceased” public figures can request their likeness be blocked</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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<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
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<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=44d1c07b47&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Marc Benioff says President Trump is “doing a great job” and believes National Guard troops should be deployed to San Francisco to help reduce crime in the city</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Heather Knight / </span><span class="pub_name">New York Times</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=e6fa85c520&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Apple discontinues Clips, a video editing app it launched in 2017, removing it from the App Store for new users, and says Clips will no longer be updated</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Eric Slivka / </span><span class="pub_name">MacRumors</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=de28ef0033&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Google adds a Chrome feature that automatically disables browser notifications from websites users haven't interacted with recently, on Android and desktop</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 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=eb7a2ef70b&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">A look at Figure AI's new robot, Figure 03, which the company claims will be its first mass-producible humanoid capable of domestic chores and industrial labor</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Billy Perrigo / </span><span class="pub_name">Time</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=0ad5e42172&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">In a report, the G20's Financial Stability Board says regulators are in the early stages of tracking risks posed to the financial system by AI's rapid adoption</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Laura Noonan / </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;">
infosec
</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=ec544afb42&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Qantas says 5.7M customer records stolen in a July breach of a third-party platform have been released online, and it is assessing the extent of the exposure</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Jason Gale / </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=3dab85ff6f&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Interviews with security researchers about AI's potential for large-scale destruction, as experts remain divided and global regulatory frameworks lag</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Stephen Witt / </span><span class="pub_name">New York Times</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=617e15ef28&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">New evidence shows the Aisuru botnet, which outpaces all other IoT-based botnets, is drawing most of its firepower from hacked IoT devices hosted on US ISPs</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Brian Krebs / </span><span class="pub_name">Krebs on Security</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=dc25d939df&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: xAI is building world models for use in gaming and robotics, and has hired two AI researchers, Zeeshan Patel and Ethan He, from Nvidia to work on them</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Cristina Criddle / </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=cbe1a270d9&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">How culture and regulations are shaping AI companion platforms worldwide, with US platforms primarily targeting men and Chinese platforms mainly targeting women</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Zilan Qian / </span><span class="pub_name">ChinaTalk</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=6c48303f49&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Google adds Gemini 2.5 Flash Image, aka Nano Banana, to Search's AI Mode and Google Lens, on Android in the US for those with an account opted into Search Lab</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Abner Li / </span><span class="pub_name">9to5Google</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=be307d5084&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">NPCI, which runs India's UPI, partners with OpenAI and digital payment company Razorpay on a pilot to let consumers shop and pay directly through ChatGPT</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=faecbcfb27&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">AMD's SVP of AI Vamsi Boppana says the company's AI software, designed with input from OpenAI, helped secure the multi-billion dollar deal with OpenAI</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 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=bf1f459cd1&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">AI has sparked a new wave of competition in the browser market, as agentic AI browsers like Perplexity's Comet and others compete with Gemini-enhanced Chrome</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Fortune</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=f3ffb7fddc&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Judges in Latin America are struggling to rule on cases of AI-generated images even as courts increasingly adopt AI tools to clear case backlogs</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Juliana Bedoya / </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=5158a8b5ba&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Indonesia's film industry is embracing AI tools to produce Hollywood-style movies at a significantly lower cost; the average local film budget is about $602,500</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Linda Yulisman / </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=22dae0b0aa&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Young people in China are turning to AI chatbots like DeepSeek and Doubao for therapy to save time and money, while avoiding stigma around mental health</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Yi-Ling Liu / </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=033fbad2fe&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Thoughts on The Curve conference, where prominent figures debated about AI progress, and why automating research engineers is plausible within years</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Nathan Lambert / </span><span class="pub_name">Interconnects</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=0b3f834104&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">How modern media consumption is converging toward a continuous flow of episodic video, across streaming providers, podcasts, and social media apps</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Derek Thompson</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=c56700e567&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">How TBPN's daily livestream became the preferred news show of tech insiders, as it taps into the “who's up, who's down” part of Silicon Valley culture</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Mike Isaac / </span><span class="pub_name">New York 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;">
data centers
</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=87159e4c89&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: Microsoft's US data center crunch will last through H1 2026, longer than previously outlined, as the company restricts new Azure cloud subscriptions</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 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=5212f666f5&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Google plans to invest $10B to build a new 1GW data center cluster near Visakhapatnam in Andhra Pradesh, India, with operations expected to begin by July 2028</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Shashank Pathak / </span><span class="pub_name">Entrackr</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=ba44b7a083&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">1Password founders sold a $75M stake as part of a $100M secondary sale, valuing the company at $6.8B, the same valuation as its $620M Series C in January 2022</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Jeff Stone / </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=d311ceacc6&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: Morgan Stanley told its financial advisors it will broaden access to crypto investments to all clients and allow such investments in any account type</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Hugh Son / </span><span class="pub_name">CNBC</span>)</span>
</td>
</tr>
</table>
</div>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=0bbb96ede6&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sevalla - PaaS from the future</a></span>
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<a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=6ca480f9d4&e=06cea4a9e4" style="text-decoration: none;">
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<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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<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=1fe2f8eace&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Foundation Health, which develops an AI assistant to automate patient communication and prior authorization workflows for pharmacies, raised a $20M Series A</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Heather Landi / </span><span class="pub_name">Fierce Healthcare</span>)</span>
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</table>
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<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=d141707fff&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Prosus invests ~$146M in Indian travel app ixigo for a 10.1% stake; sources say Prosus plans to buy more shares from other investors to raise its stake to 15%</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Moneycontrol</span>)</span>
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<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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<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=132bc957b8&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: Securitize, a blockchain company that tokenizes investments, is in talks to go public via a SPAC started by Cantor Fitzgerald at a $1B+ valuation</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=0a159a36bf&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Analysis: in 2025, tech companies have raised about $157B in the US bond markets, up 70% from last year, as debt seeps into every corner of the AI economy</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Edward Ludlow / </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=784c86e2b2&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Cobots, or robots that collaborate with humans, are bringing automation to even the smallest US factories, amid a push to bring manufacturing back to the US</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Christopher Mims / </span><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=a61e21b90e&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Filing: Lime's UK revenue rose 75% YoY to £111.3M in 2024, while its pre-tax profit fell to £1.71M, partly due to a £51.3M “reseller fee” paid to its US parent</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Athena Browning / </span><span class="pub_name">Zag Daily</span>)</span>
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<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=4ec93d15cf&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">An index of Chinese chip stocks is outperforming global peers, surging 50% since the end of June, amid rising investor caution about soaring valuations</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Jeanny Yu / </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=5584b0443c&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">SEMI: US chip fab investment to outpace China, Taiwan, and South Korea from 2027, driven by AI demand and US policies, rising from $21B in 2025 to $43B in 2028</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Nikkei Asia</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=19517ad135&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Amkor breaks ground on advanced chip packaging campus in Arizona, with production expected by early 2028; state officials say Amkor's investment could reach $7B</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Luke James / </span><span class="pub_name">Tom's Hardware</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=9d83ceb00d&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Indian IT giant TCS cut 19,755 jobs in the quarter ended September 30, as strained US relations and a rapid shift to AI reshape India's $280B IT services sector</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Harshita Swaminathan / </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=51c27ec8cd&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">FCC Chair Brendan Carr says major US online retailers have removed several million listings for prohibited Chinese electronics as part of the agency's crackdown</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">David Shepardson / </span><span class="pub_name">Reuters</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=6fc71e8026&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">A profile of Polymarket CEO Shayne Coplan, whose estimated 11% stake is now worth $1B+ following ICE's $2B investment, as its rivalry with Kalshi intensifies</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Forbes</span>)</span>
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