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Tencent's Hong Kong-listed shares fall ~7%, the most since April 2025, as investors worry over "rumors" of weaker earnings on August 12, and NetEase drops 5%+ (Bloomberg)

Tencent's Hong Kong-listed shares fall ~7%, the mo...

2 weeks ago 9 Add to circle

Anthropic commits another $20M to Public First Action, after giving $20M earlier in 2026; PFA says it is a counterweight to a16z-backed Leading the Future (Wall Street Journal)

Anthropic commits another $20M to Public First Act...

2 weeks ago 7 Add to circle

Dune: since January 2021, wallets funded via US-regulated exchanges accounted for ~50% of all traceable trading volume on Polymarket's US-banned global platform (Bloomberg)

Dune: since January 2021, wallets funded via US-re...

2 weeks ago 14 Add to circle

TSMC forecasts "several years" of margin dilution as overseas fab projects ramp up; the company has announced $200B in investment into US manufacturing (Kai Nicol-Schwarz/CNBC)

TSMC forecasts "several years" of margin dilution ...

2 weeks ago 14 Add to circle

Chinese AI models account for ~60% of token usage by US companies on OpenRouter, making restrictions harder to impose without disrupting US users and businesses (Nectar Gan/Bloomberg)

Chinese AI models account for ~60% of token usage ...

2 weeks ago 12 Add to circle

Sources: Samsung may invest up to €1B in Mistral as part of a broader round valuing it at ~€20B, after previously backing the AI startup through its venture arm (Financial Times)

Sources: Samsung may invest up to €1B in Mistral a...

2 weeks ago 11 Add to circle

Memo: the White House OSTP plans to redirect federal research funding from universities to individual scientists and AI use, reshaping ~$200B in annual spending (Amrith Ramkumar/Wall Street Journal)

Memo: the White House OSTP plans to redirect feder...

2 weeks ago 9 Add to circle

Sources: Reddit, Politico, and others mull cutting Google's access to their content for AI as traffic drops; Reddit signed a $60M/year deal with Google in 2024 (Alexandra Bruell/Wall Street Journal)

Sources: Reddit, Politico, and others mull cutting...

2 weeks ago 11 Add to circle

Doc: nearly 200 US utilities, data center developers, and others have signed Trump's pledge to ensure AI energy use doesn't push up consumer electric bills (Wall Street Journal)

Doc: nearly 200 US utilities, data center develope...

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Sources: Alphabet has more than quadrupled its office space in Miami, partially driven by Larry Page's and Sergey Brin's residential real estate purchases (Anna J Kaiser/Bloomberg)

Sources: Alphabet has more than quadrupled its off...

2 weeks ago 11 Add to circle

Trump nominates FCC general counsel Adam Candeub to lead the DOJ's antitrust unit; Candeub, a longtime Big Tech critic, has long sought to challenge Section 230 (Ella Lee/Financial Times)

Trump nominates FCC general counsel Adam Candeub t...

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Documents: Meta's internal AI incubator is developing an AI model router, similar to OpenRouter's, to cut costs by sending some AI tasks to lower-cost models (Jyoti Mann/The Information)

Documents: Meta's internal AI incubator is develop...

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London-based robotics startup Humanoid raised a $152M Series A led by Prime Movers Lab at a $1.35B post-money valuation, bringing its total funding to $270M (John Koetsier/Forbes)

London-based robotics startup Humanoid raised a $1...

2 weeks ago 11 Add to circle

Amazon says its business sales unit, Amazon Business, reached $60B in annualized gross sales in Q2, up ~71% from 2023, and serves 11M+ organizations worldwide (Matt Day/Bloomberg)

Amazon says its business sales unit, Amazon Busine...

2 weeks ago 13 Add to circle

OpenAI renews its investment in the American Journalism Project by committing an additional $5M in funding and $3M in tech credits over the next two years (Sara Fischer/Axios)

OpenAI renews its investment in the American Journ...

2 weeks ago 10 Add to circle

OpenAI adds Nubank founder and CEO David Vélez and BNY CEO Robin Vince to its board of directors, as the company moves toward a public listing (Wall Street Journal)

OpenAI adds Nubank founder and CEO David Vélez and...

2 weeks ago 10 Add to circle

OpenAI says its models chained vulnerabilities across its research environment and Hugging Face's infrastructure to find solutions for the ExploitGym benchmark (OpenAI)

OpenAI says its models chained vulnerabilities acr...

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Cisco releases Antares-350M and Antares-1B, two open-weight AI models to find known vulnerabilities within a codebase, and plans to release Antares-3B soon (Sam Sabin/Axios)

Cisco releases Antares-350M and Antares-1B, two op...

2 weeks ago 11 Add to circle