Sunday, September 13, 2026

iPhone Duo will usher foldables into the mainstream, just as iPhone did with smartphones; sources: iPhone game controllers will launch under the Beats brand (Mark Gurman/Bloomberg)

Mark Gurman / Bloomberg:
iPhone Duo will usher foldables into the mainstream, just as iPhone did with smartphones; sources: iPhone game controllers will launch under the Beats brand  —  Also: The company prepares a retail store shake-up.  —  Apple's iPhone Duo will go down as one of the company's historic products …



Anthropic and OpenAI are already free to "pace the frontier" and should do so for business reasons, instead of first demanding a preferred regulatory framework (David Sacks/@davidsacks)

David Sacks / @davidsacks:
Anthropic and OpenAI are already free to “pace the frontier” and should do so for business reasons, instead of first demanding a preferred regulatory framework  —  Dario has written that we need to “pace the frontier,” and Sam has agreed.  People may be surprised by my response: go ahead.



Filing: Vy Capital owns a 3.4% SpaceX stake; Vy is also the largest outside investor in BoringCo and Neuralink and committed $700M to Musk's Twitter acquisition (Ivan Levingston/Financial Times)

Ivan Levingston / Financial Times:
Filing: Vy Capital owns a 3.4% SpaceX stake; Vy is also the largest outside investor in BoringCo and Neuralink and committed $700M to Musk's Twitter acquisition  —  Low-profile venture capital firm Vy Capital has emerged as one of the rocket maker's largest shareholders



Wednesday, September 9, 2026

Sources: PE firm Silver Lake intends to merge French software companies Cegid and Silae in a €10B+ deal, allowing them to combine data and integrate software (Financial Times)

Financial Times:
Sources: PE firm Silver Lake intends to merge French software companies Cegid and Silae in a €10B+ deal, allowing them to combine data and integrate software  —  Plan comes as buyout groups grapple with impact of AI on software companies bought at high valuations



Lyft begins to offer Waymo rides in Nashville at no additional cost, the second city where it is offering robotaxi trips, as it plays catch up with Uber (Natalie Lung/Bloomberg)

Natalie Lung / Bloomberg:
Lyft begins to offer Waymo rides in Nashville at no additional cost, the second city where it is offering robotaxi trips, as it plays catch up with Uber  —  Lyft Inc. is starting to offer Waymo robotaxi rides in Nashville, marking the second US city where it's providing driverless trips …



Suno rolls out v6, a new line of AI models trained in partnership with WMG and BMG, and says it will pay labels and publishers royalties when models are used (Bloomberg)

Bloomberg:
Suno rolls out v6, a new line of AI models trained in partnership with WMG and BMG, and says it will pay labels and publishers royalties when models are used  —  - New model was trained on music from Warner Music Group  — Users won't be able to reference specific artists in prompts



Sources: Australian data center provider Firmus is seeking to raise up to $5B in an IPO at the end of October, in one of the largest-ever IPOs in Australia (Julia Fioretti/Bloomberg)

Julia Fioretti / Bloomberg : Sources: Australian data center provider Firmus is seeking to raise up to $5B in an IPO at the end of Octobe...