Mark Gurman / Bloomberg:
Sources: Apple slow-walks immersive content it shot around the launch of Vision Pro; Meta may launch “Hypernova” smart glasses with display for ~$800 next month — Apple has slow-walked the release of immersive video, creating a conundrum for the Vision Pro.
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Sunday, August 17, 2025
Sources: Apple slow-walks immersive content it shot around the launch of Vision Pro; Meta may launch "Hypernova" smart glasses with display for ~$800 next month (Mark Gurman/Bloomberg)
A look at the "Palantir Mafia", a group of Palantir alumni who have started or are leading 350+ tech companies, including at least a dozen valued at $1B+ (Angel Au-Yeung/Wall Street Journal)
Angel Au-Yeung / Wall Street Journal:
A look at the “Palantir Mafia”, a group of Palantir alumni who have started or are leading 350+ tech companies, including at least a dozen valued at $1B+ — The network connects founders and venture capitalists with ‘Palantir Pals’ and a Russian River camping trip
PitchBook: 15.9% of VC-backed deals in 2025 so far have been down rounds, a 10-year high, with AI and ML startups accounting for 29.3% of the down rounds (Allie Garfinkle/Fortune)
Allie Garfinkle / Fortune:
PitchBook: 15.9% of VC-backed deals in 2025 so far have been down rounds, a 10-year high, with AI and ML startups accounting for 29.3% of the down rounds — Chime executives, along with family, celebrating the company's IPO at the Nasdaq. — The soaring valuations of the early 2020s are, finally, coming back to earth.
India's blueprint to displace China as the world's electronics workshop relies heavily on Chinese companies' technical expertise and manufacturing know-how (Manish Singh/India Dispatch)
Manish Singh / India Dispatch:
India's blueprint to displace China as the world's electronics workshop relies heavily on Chinese companies' technical expertise and manufacturing know-how — India's electronics manufacturing self-reliance strategy requires reliance on its biggest rival — India's blueprint for displacing China …
Saturday, August 16, 2025
Anthropic enables Claude Opus 4 and 4.1 to end conversations in "cases of persistently harmful or abusive user interactions"; users can still start new chats (Anthropic)
Anthropic:
Anthropic enables Claude Opus 4 and 4.1 to end conversations in “cases of persistently harmful or abusive user interactions”; users can still start new chats — We recently gave Claude Opus 4 and 4.1 the ability to end conversations in our consumer chat interfaces.
A look at AI-powered stuffed animals like Grem, Grok, and Gabbo, which are being promoted as an alternative to screen time for children as young as 3 (Amanda Hess/New York Times)
Amanda Hess / New York Times:
A look at AI-powered stuffed animals like Grem, Grok, and Gabbo, which are being promoted as an alternative to screen time for children as young as 3 — Curio is a company that describes itself as “a magical workshop where toys come to life.” When I recently visited its cheery headquarters …
A profile of UCB CS professor Ion Stoica, a billionaire who has helped launch four startups out of his privately-funded research lab, including Databricks (Martina Di Licosa/Forbes)
Martina Di Licosa / Forbes:
A profile of UCB CS professor Ion Stoica, a billionaire who has helped launch four startups out of his privately-funded research lab, including Databricks — This computer science professor became a billionaire launching four startups out of his privately-funded research lab, including unicorns Databricks and Anyscale.
TikTok is updating its Community Guidelines, adding new rules for Live creators, including a requirement that commercial content must be disclosed (Sarah Perez/TechCrunch)
Sarah Perez / TechCrunch:
TikTok is updating its Community Guidelines, adding new rules for Live creators, including a requirement that commercial content must be disclosed — TikTok is preparing an update to its Community Guidelines, which dictate the rules for participating on the social video platform …
Friday, August 15, 2025
Meta's standalone Meta AI app, launched in April 2025, offers an uneven experience, often hallucinating facts and failing to provide personalized responses (Bloomberg)
Bloomberg:
Meta's standalone Meta AI app, launched in April 2025, offers an uneven experience, often hallucinating facts and failing to provide personalized responses — The Meta AI app offers an uneven experience, posing a sharp contrast to Mark Zuckerberg's lofty artificial intelligence ambitions.
An interview with Sam Altman on spending billions on AI infrastructure, wanting Chrome if it's really selling, AI models saturating the chat use case, and more (Ina Fried/Axios)
Ina Fried / Axios:
An interview with Sam Altman on spending billions on AI infrastructure, wanting Chrome if it's really selling, AI models saturating the chat use case, and more — OpenAI CEO Sam Altman is still talking like the future belongs to him, a week after the rollout of the company's latest model raised …
Thursday, August 14, 2025
Adyen reports H1 2025 net revenue up 20% YoY to €1.09B, vs. €1.11B est., processed volume up 5% YoY to €649B, and EBITDA up 28% YoY to €543.7M; ADYEN falls 17%+ (Sarah Jacob/Bloomberg)
Sarah Jacob / Bloomberg:
Adyen reports H1 2025 net revenue up 20% YoY to €1.09B, vs. €1.11B est., processed volume up 5% YoY to €649B, and EBITDA up 28% YoY to €543.7M; ADYEN falls 17%+ — Adyen NV shares sank as much as 20% after the payments processing company walked back its projections for faster revenue growth this year.
Wednesday, August 13, 2025
GPT-5's router directs queries based on complexity and intent, helping OpenAI allocate compute across low-value informational and high-value commercial requests (SemiAnalysis)
SemiAnalysis:
GPT-5's router directs queries based on complexity and intent, helping OpenAI allocate compute across low-value informational and high-value commercial requests — How ChatGPT will monetize free users, Router is the Release, AIs will serve Ads, Google's moat eroded?, The shift of purchasing intent queries
Sources: the US secretly embedded location trackers in select AI chip and server shipments, including Dell and Super Micro, to detect illegal China diversions (Reuters)
Reuters:
Sources: the US secretly embedded location trackers in select AI chip and server shipments, including Dell and Super Micro, to detect illegal China diversions — U.S. authorities have secretly placed location tracking devices in targeted shipments of advanced chips they see as being at high risk …
Tuesday, August 12, 2025
Epic says it is bringing Fortnite back to iOS in Australia "at a date to be determined", after a judge ruled Apple and Google's app stores are anticompetitive (The Verge)
The Verge:
Epic says it is bringing Fortnite back to iOS in Australia “at a date to be determined”, after a judge ruled Apple and Google's app stores are anticompetitive — Apple and Google's losses in Australian antitrust cases could be a win for Epic Games.
An Australian federal judge rules Apple and Google engaged in anti-competitive conduct by misusing app store market power, but rejects some of Epic's claims (ABC)
ABC:
An Australian federal judge rules Apple and Google engaged in anti-competitive conduct by misusing app store market power, but rejects some of Epic's claims — By national consumer affairs reporter Michael Atkin and the Specialist Reporting Team's Melanie Vujkovic
Chinese video game giant NetEase reports Q4 revenue up 3% YoY to ~$4B and net profit down 29% to ~$903M, below ~$1.2B est., as it pushes self-developed games (Sherry Qin/Wall Street Journal)
Sherry Qin / Wall Street Journal : Chinese video game giant NetEase reports Q4 revenue up 3% YoY to ~$4B and net profit down 29% to ~$903...
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Amrith Ramkumar / Wall Street Journal : An interview with White House OSTP Director Michael Kratsios, a Peter Thiel protégé confirmed by ...
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