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September 1, 2026, 9:20 AM

September 1, 2026

9:20 AM •	Chris Welch / Bloomberg: Roku unveils its first self-branded OLED smart TVs, starting at $999 for 55" and 65" 120Hz models and $1,299 for 144Hz models, sold exclusively via Amazon
9:10 AM •	Jay Peters / The Verge: Nvidia plans to launch DLSS 5 on September 3 on RTX 50-series desktop and laptop GPUs and through GeForce Now, following a divisive announcement in March
8:35 AM •	Bloomberg: Sources: Salesforce is leading a $160M+ raise for HR software company HiBob at a $3.2B+ valuation, up from $2.66B in 2023; HiBob has raised $700M+ since 2015
7:25 AM •	Emma Roth / The Verge: A look at Tim Cook's 15-year tenure: Apple silicon, wearables, hitting a $1T market cap, privacy, Apple Vision Pro, Apple Car, AI, App Store battles, and Trump
7:05 AM •	Samantha Kelly / Bloomberg: Dyson unveils the $499 CameraJet, an AI-powered toothbrush with a 100K-pixel macro lens that scans at 28 images per second and is trained on nearly 470K images
6:55 AM •	Kalley Huang / New York Times: John Ternus takes over as Apple CEO and Tim Cook becomes executive chair; sources say Laura Legros, an Apple hardware VP who retired in 2022, has rejoined Apple
6:35 AM •	Jing Yang / The Information: Shein ends flat at ~$6.20 per share on its first day of trading on the Hong Kong stock exchange, giving it a $26B market cap after raising $1.7B in its IPO
6:20 AM •	Ryan Vlastelica / Bloomberg: Under Tim Cook, Apple's market cap grew from less than $350B in 2011 to $4.6T, revenue went from $157B in FY 2012 to ~$477B in FY 2026, and shares rose 2,258%
6:10 AM •	Jon Ronson / New York Times: How lawn care YouTuber Greg Chism scaled a family channel to 13B views with YouTube's coaching, before YouTube banned it in 2017 following online backlash
6:00 AM •	Abner Li / 9to5Google: Google raises the price of its Google TV Streamer by $50 to $150 in the US, as well as for “select” Nest cameras and doorbells, citing “rising component costs”
5:50 AM •	Sarah Perez / TechCrunch: Microsoft says it is testing a fix to an outage affecting Exchange Online and Outlook, lasting for 17+ hours from around 11:30AM ET on Monday
5:40 AM •	Juro Osawa / The Information: Hong Kong-listed Z.ai reports H1 2026 revenue up 5x YoY to ~$142M, with “open platform and API revenue” up 28x to ~$122M, and net loss down 12% YoY to ~$308M
5:00 AM •	Daniel Thomas / Financial Times: Study: ~33% of UK adults say they used illegal streaming services in the past three months, costing the sports, TV, and film industries ~£1.4B in annual revenue
4:15 AM •	Deepa Seetharaman / Reuters: Filing: OpenAI denies Apple's allegations of trade secret theft, saying “this dispute is a mess of Apple's own making, and it is trying to blame everyone else”
1:50 AM •	New York Times: As Gov. Josh Shapiro, once a data center champion, calls them “predatory” and imposes guardrails, some in struggling western Pennsylvania welcome the projects

August 31, 2026

11:10 PM •	Alex Konrad / Upstarts Media: AI startup Mirage streamed a 24-hour “live” AI news show on X on August 11, which cost ~$50K in tokens, featuring realistic avatars that struggled to converse
8:10 PM •	Anthropic: Anthropic details security efforts following Claude cyber evaluation incidents, including a weeks-long pause on higher-risk RL and work to curb reward hacking
7:40 PM •	Anissa Gardizy / Wall Street Journal: Sources: Anthropic has signed a $35B cloud deal with Nvidia-backed Lambda; Nvidia will hold the lease on, and supply chips to, a Hut 8-built Texas data center
5:55 PM •	Ryan Gillespie / Orlando Sentinel: Florida says it is revoking permits for Flock cameras and similar license-plate readers on state roads and no longer intends to issue such permits
5:45 PM •	Chance Miller / 9to5Mac: Filing: Apple claims a former iPhone engineer used a confidential Apple circuit schematic in his work at OpenAI, says “evidence is being destroyed”, and more
5:25 PM •	Lucinda Shen / Axios: Sources: AI sales and marketing startup Clay is raising a round led by Wellington at a $7B pre-money valuation, up from $5B via an employee tender in January
5:00 PM •	Kirsten Korosec / TechCrunch: The Pentagon launches ChatGPT Mil and Grok for Government on its GenAI.mil platform, giving its 3M personnel access to AI tools “tailored to warfighter needs”
4:30 PM •	About Amazon: Amazon says the FTC's complaint over Sponsored Ads cites no evidence of consumer price increases or advertiser harm, and misunderstands how advertisers operate
4:05 PM •	Amanda L. Gordon / Bloomberg: Sources: Polymarket is set to raise $1B led by 1789 Capital at a $21B post-money valuation; Donald Trump Jr. is a partner at 1789 and adviser to Polymarket
3:50 PM •	Annie Palmer / CNBC: The US FTC and 22 state AGs sue Amazon, alleging it overcharged advertisers by $20B+ since 2019 via hidden surcharges, with costs largely passed on to consumers
3:45 PM •	Chance Miller / 9to5Mac: On his last day as CEO, Tim Cook sends a memo to Apple employees reflecting on his time and says he takes “enormous comfort in handing the helm” to John Ternus
2:30 PM •	Dave Michaels / Wall Street Journal: FTC to File Lawsuit Alleging Amazon Deceived Advertisers
2:05 PM •	Kris Holt / Engadget: Sony launches Live TV on PS5 in the US, letting users stream 100+ free, ad-supported TV channels with content from Amazon MGM Studios, Crunchyroll, and more
1:55 PM •	Cheyanne M. Daniels / Politico: Trump says communities that reject data centers will end up “backwards and poor” and that “China could not be happier with this anti Data Center movement”
1:45 PM •	Rocket Drew / The Information: Reframe, which uses AI and industrial robot arms to make modular homes in a factory, raised a $40M Series A extension round led by Energy Impact Partners
1:20 PM •	Bloomberg: Sources: Hyperliquid is in talks to enter the US market through Kraken parent Payward, weeks after Trump said he was working to bring the platform onshore
1:06 PM •	Chance Miller / 9to5Mac: Gurman: Apple is moving the App Store to its services unit led by Eddy Cue, who oversaw it until 2015; Cue is taking on a more influential role under Ternus
12:51 PM •	Fox News: The Trump administration launches Project Watershed 250, a six-month cybersecurity pilot to protect Texas water systems from cyberattacks
12:42 PM •	Mark Gurman / Bloomberg: Sources: Phil Schiller has stepped down from his role leading Apple's App Store and product events; he will remain at Apple to work on unspecified initiatives
12:30 PM •	Andreessen Horowitz: a16z says its fifth growth fund has closed additional capital, bringing its total to $8.5B
12:15 PM •	Jim Pickard / Financial Times: The UK unveils a £100M Sovereign AI R&D Procurement Scheme for domestic AI startups focused on public services, amid growing opposition to Palantir contracts
12:00 PM •	Joe Rossignol / MacRumors: MapQuest becomes the top free iPhone app on the App Store in Canada and fourth on the US App Store after refusing to change Lake Ontario to Lake America
11:36 AM •	Justin Papp / CNBC: Sources: South Korea's dismissal of a US congressional report saying it discriminated against US-based Coupang is causing strains between the two countries
11:10 AM •	Niko Gallogly / New York Times: Together AI, which serves open models, announces a deal to use compute from Humain in Saudi Arabia, where it can bypass US backlash over data centers
10:45 AM •	Brian Schwartz / Wall Street Journal: Former NY GOP Rep. George Santos receives Kalshi's first lifetime ban after the CFTC alleged he made $17K by betting on his appearance at the State of the Union
10:36 AM •	Reuters: Interior Secretary says President Trump “reached out to Apple directly” about changing Lake Ontario to Lake America and the company may soon alter its maps
10:05 AM •	The Information: Sources: CXMT has begun producing HBM3E memory chips in small quantities and plans to expand production in 2027, a major advance for China's chip industry
9:55 AM •	Karissa Bell / Engadget: Instagram says it will reduce the reach of accounts featuring AI-generated personas if they don't use a new “AI-generated profile” label
9:12 AM •	Ashley Capoot / CNBC: OpenAI says its ad business has hit $1B in annualized revenue run rate and is expanding globally, as it touts its “diversified business model” ahead of an IPO
8:47 AM •	Bloomberg: Nvidia plans to invest $3.5B into MediaTek through convertible bonds; MediaTek forecasts AI chip revenue of about $2B this year
8:20 AM •	Bloomberg: Filing: Tencent-backed AI chipmaker Enflame prices its Shanghai IPO at ~$21 per share, aiming to sell 43M shares and raise ~$911M
8:05 AM •	Eduardo Baptista / Reuters: A Chinese court froze up to $300M of assets held by Dutch chipmaker Nexperia, giving its Chinese parent company Wingtech leverage in its bid to regain control
7:55 AM •	Bloomberg: Huawei reports H1 2026 revenue up 10% YoY to ~$69.57B, with net income down 36% to $3.54B; it is now the top smartphone brand in China with a 20%+ market share
7:45 AM •	Bloomberg: Z.ai reports H1 2026 revenue up 400% to ~$142M, below its $200M projection; Z.ai's market value surged 800% since its January listing, peaking at $137B
7:00 AM •	Ethan Mollick / One Useful Thing: The Hugging Face and Mythos 5 incidents show AI agents can self-organize, raising questions about how much agency they should have and when to seek human input
6:40 AM •	Gian Volpicelli / Bloomberg: The EU designates ChatGPT as a very large online search engine, and Reddit and Roblox as very large online platforms after each hit 45M monthly users in the EU
6:30 AM •	Wendy Lee / Los Angeles Times: Sources: Google approached Disney, Universal, and other studios to license characters and films for its AI tools, but legal and union concerns stalled deals
5:45 AM •	Simon Goodley / The Guardian: Bank of England Governor warns that advanced AI could destabilize the highly interconnected global financial system via cyberattacks across jurisdictions
4:10 AM •	Elaine Moore / Financial Times: A look at Pangram, the AI detector at the center of disputed accusations against writers, including a pulled novel and a Commonwealth Prize-winning short story
2:20 AM •	Financial Times: Big Tech reported Q2 “other income” rose significantly to $160B+, driven by investments in AI companies, raising concerns of paper gains overstating the AI boom
1:35 AM •	The Information: Sources: OpenAI starts letting some major customers pay only when its AI completes tasks, as Salesforce and other AI providers test outcome-based pricing
1:25 AM •	Hannes Rudolph / OpenClaw Blog: OpenClaw releases OpenClaw 2.0, its largest update to date, with a simplified installation process, a rebuilt browser app, shared cloud sessions, and more
12:50 AM •	Anissa Gardizy / Wall Street Journal: IPO documents: SoftBank's SB Energy plans to file for an IPO as soon as this week, aiming to raise $5B to $7B, and has awarded OpenAI warrants worth ~$5.5B
12:20 AM •	Charlotte Yang / Bloomberg: Shein raised $1.7B in its Hong Kong IPO, giving it a $26B market cap, far below its ~$100B valuation in 2022, as growth slows amid tariffs and competition

August 30, 2026

11:35 PM •	Cheng Ting-Fang / Nikkei Asia: Taiwanese authorities raided the office of PCB maker Unimicron, an Nvidia and Intel supplier, alleging it illegally labeled China-made parts as made in Taiwan
10:15 PM •	Associated Press: Google updates Maps to show Lake America for US users, Lake Ontario for Canadian users, and both for the rest of the world, citing the US GNIS' name change
9:50 PM •	Jason Douglas / Wall Street Journal: The US-led AI boom is offsetting the global growth squeeze from the energy crunch; ING says the boom accounts for about a third of recent US economic growth
8:15 PM •	Chris Metinko / Axios: Chip design startup Agentrys has raised a $19.1M seed round led by Etna Labs and a $5.4M pre-seed led by MediaTek
6:45 PM •	Mark Gurman / Bloomberg: John Ternus inherits rising component costs, staff retention issues, efforts to catch up in AI, and other challenges as he replaces Tim Cook on September 1
5:55 PM •	Mayank Parmar / BleepingComputer: Anthropic signs out some Claude users, removes saved payment methods, and issues refunds after infostealer malware on user PCs hijacked sessions to drain usage
2:55 PM •	Huo Jingnan / NPR: Analysis: popular chatbots debunked false narratives spread by Russia, China, and Iran most of the time; search engine AI summaries did too, but at a lower rate
12:20 PM •	Aaron Tilley / The Information: Sources: OpenAI bought tens of thousands of Macs for RL, Anthropic rents them, Nvidia sees Apple as its main local AI rival as Macs gain traction with AI devs
10:50 AM •	Mark Gurman / Bloomberg: A look at the management changes John Ternus could make as many key Apple execs prepare to leave in the next few years; Apple tested a Pencil for folding iPhone
9:25 AM •	Mark Bergen / Bloomberg: A look at the race to build quantum computers, as the tech becomes a geopolitical battleground with potential to transform cybersecurity, finance, and more
6:25 AM •	Ajeya Cotra / Planned Obsolescence: The OpenAI/Hugging Face incident feels like we are halfway to losing control of AI entirely, and as AI advances rapidly we may not get another warning shot
2:00 AM •	Dwarkesh Patel / Dwarkesh Podcast: A look at the Hugging Face hack, including AI agents sacrificing themselves for the good of the “collective”, and later gaining access to OpenAI's own systems
1:55 AM •	Dealroom.co: Faro, which develops data models and AI tools to speed up clinical trials, raised a $37.3M Series B co-led by Merck Global Health Innovation Fund and S32
1:15 AM •	Raffaele Huang / Wall Street Journal: Industry insiders say Chinese robot makers currently rely on Nvidia silicon and software; Nvidia's physical AI business generates ~$10B in annual revenue
1:00 AM •	Kieran Smith / Financial Times: Grindr CEO George Arison plans premium services push, including a product costing up to $350 per month; Grindr averaged 1.4M paying users among 15M MAUs in Q2

August 29, 2026

11:30 PM •	Taylor Nicole Rogers / Bloomberg: Glassdoor analysis finds 47% of Gen X workers write positively about their companies' AI use, compared with 40% of millennials and 33% of Gen Z workers
9:30 PM •	Charles Pulliam-Moore / The Verge: Music producers are calling out tracks suspected of using AI tools like Suno, as the internet becomes increasingly filled with AI-generated music
7:30 PM •	Luke James / Tom's Hardware: California's legislature passes a bill exempting open-source OSes like Linux from a 2025 age-verification law; Windows, macOS, iOS, and Android remain in scope
5:30 PM •	Sheena Meng / Bloomberg: Data center development is driving demand for acoustic consultants, as developers and neighboring communities hire acousticians to assess noise emissions
4:05 PM •	Ann Davis Vaughan / The Information: Elon Musk says SpaceX is “doing in-house casting” for blades and vanes, which can accelerate natural gas turbines “coming online by up to 18 months”
2:05 PM •	@claudedevs: Anthropic will “permanently” raise weekly Claude Code limits by 25% on Sept. 14 for most plans, which will work out a 17% reduction, given the current 50% boost
1:35 PM •	New York Times: Sources detail how Meta's $17.1B settlement with state AGs came together as Meta wanted to avoid going to trial following losses in cases in LA and New Mexico
11:30 AM •	Tim Ingham / Music Business Worldwide: Sony Music and Warner Chappell sue Anthropic, Dario Amodei, and Benjamin Mann, alleging tens of thousands of copyrighted songs were used to train Claude's LLMs
10:15 AM •	Amir Efrati / The Information: Cursor co-founder Michael Truell says OpenAI represents just 5% of Cursor's traffic and Cursor trusted OpenAI to be “neutral”; Musk says he “couldn't care less”
6:30 AM •	Financial Times: New AI-powered video tools have accelerated the surge in AI dramas in China; DataEye: 89 of the top 100 animated dramas on Douyin in May were AI productions
2:30 AM •	Wall Street Journal: Trade unions threaten to withhold support for politicians opposing data center projects, warning that blocking the projects endangers building-related jobs
2:20 AM •	Financial Times: An analysis of the 50 largest bitcoin treasury companies by BTC holdings finds their combined market cap has plunged from $150B in July 2025 to just $67B now
1:55 AM •	Mike Wheatley / SiliconANGLE: Minneapolis-based Yardstik, a provider of workforce monitoring tech, raised a $30M Series B led by Harbert Growth Partners, taking its total funding to $65M
1:40 AM •	Bloomberg: SK Hynix breaks ground for its $4B advanced memory chip packaging facility in Indiana, with mass production of next-generation HBM scheduled to begin in H2 2029
1:35 AM •	Summer Zhen / Reuters: Xiaomi and CXMT say the Xiaomi 18 Fold smartphone will debut CXMT's LPDDR6 DRAM chips, alongside Xiaomi's in-house 3nm Xring O3 SoC, launching in September
1:20 AM •	Ryan Autullo / Bloomberg Law: Texas, which didn't join a multi-state case against Meta, negotiated a $1.05B side deal that could reach $1.335B if TikTok and YouTube adopt teen safety changes
12:55 AM •	Ben Jiang / South China Morning Post: Meituan reports Q2 revenue up 14.4% YoY to $15.62B and adjusted net profit of $372M, ending a three-quarter losing streak as the food delivery price war cooled
12:45 AM •	Vallari Sanzgiri / The Hindu BusinessLine: Jio Platforms, which owns India's largest carrier and counts Meta and Google as investors, gets regulatory approval to float India's largest-ever IPO of ~$4B

August 28, 2026

10:20 PM •	Reuters: CXMT sues the Pentagon over its Chinese military company designation, saying it isn't affiliated with the Chinese military and its chips aren't for military use
10:01 PM •	OpenAI: OpenAI says it plans to stop providing its models to Cursor from November 12, as “we cannot be confident that SpaceX will use our technology within our ToS”
8:55 PM •	Ayden Runnels / The Texas Tribune: Texas Gov. Greg Abbott orders state agencies to pause funding for Flock cameras; an investigation found an agency allocating $30M+ to build Texas' Flock network
8:40 PM •	Ngai Yeung / Endpoints News: Metriport, whose tools help doctors retrieve patient data, raised $26M in Series A and seed funding led by Matrix GP TJ Parker, taking its total raise to $28.4M
7:20 PM •	Frederic Lardinois / The New Stack: Z.ai releases GLM-5.3's weights under a new license requiring companies with $10B+ in revenue over 12 months to pass Z.ai's security review to host the model
7:15 PM •	Emily Forgash / Bloomberg: Shares of French quantum computing company Pasqal closed up 95% in their Nasdaq debut on Friday following a merger with a SPAC
6:50 PM •	Lauren McCarthy / New York Times: An appeals court rules states can regulate prediction markets, finding Kalshi's sports event contracts are bets, not swaps, and subject to state gambling laws
6:40 PM •	Flavio Copes: A deep dive into Grok Bot, including its architecture, use cases, and alternatives, as xAI adds shareable bot templates and online purchases through Stripe Link
4:55 PM •	Alexandra S. Levine / Bloomberg: Meta intensifies its pressure campaign on TikTok and YouTube, running full-page ads in US newspapers demanding they adopt comparable teen safety protections
3:55 PM •	VideoCardz.com: Modders get an experimental version of Nvidia's DLSS 5 Neural Rendering library running in over a dozen games after it leaked in NBA 2K27's early access build
3:05 PM •	Joe Guszkowski / Restaurant Business: Owner, which makes AI agents that manage restaurants' websites, marketing, and other functions, raised a $240M Series D at a $2.3B valuation
2:30 PM •	Emily Graffeo / Bloomberg: Sources: AI cloud computing provider Lambda raised ~$1B of private short-dated debt to finance the purchase of Nvidia GPUs, which will be leased by Microsoft
1:25 PM •	Fin / @fi56622380: Unlike internet's one-dimensional, flat-fee growth, AI grows across two exponentials, user penetration and tokens per user, allowing AI labs' economics to work
12:45 PM •	Sydney Bradley / Business Insider: Filing: Lone Palm Labs, the startup behind friend-focused photo sharing app Retro, raised a $21M+ Series A from Thrive Capital and others
12:15 PM •	The Information: Sources: the US is drafting a rule to close an export controls loophole that lets Chinese companies access AI chips via data centers in countries like Thailand
11:46 AM •	Sean O'Kane / TechCrunch: a16z creates a $1.1B Machine Age fund focusing on hardware to “open the throttle and accelerate the physical buildout of AI”
11:00 AM •	Olivia Poh / Bloomberg: Stock trading app Ajaib raised a $270M Series C from SBI Holdings, the largest round since 2022 in Indonesia, where startups raised just ~$340M last year
10:10 AM •	Harry McCracken / Fast Company: How Meta founded FAIR in 2013, fell behind as it was distracted by the metaverse, and is spending an unprecedented amount of money trying to catch up
9:40 AM •	Todd Spangler / Variety: Apple TV raises prices in the US, with the monthly price up by $2 to $14.99, its fourth increase in four years; the individual Apple One tier rises $2 to $21.95
9:21 AM •	Paresh Dave / Wired: Sources: Meta is testing robots from ABB and others to handle data center tasks such as swapping cables and resetting servers as it seeks to lower labor costs
9:06 AM •	Jagmeet Singh / TechCrunch: Meta's India and Southeast Asia VP Sandhya Devanathan is joining OpenAI to oversee consumer growth and enterprise adoption across SE Asia and Australia
8:36 AM •	Bloomberg: A look at Beijing's AGI Bar, the unofficial clubhouse for China's AI industry where entrepreneurs trade gossip, recruit talent, and court investors over beers
7:40 AM •	Bloomberg: Chinese memory chipmaker CXMT reports H1 revenue of ~$22.4B, more than double its 2025 sales, and ~$11.5B in profit, compared to a loss a year earlier
6:40 AM •	Jiyoung Sohn / Wall Street Journal: South Korea unveils a project with KT, SK Telecom, and Kakao to provide premium AI tools to the public for free, a move that treats AI like a public utility
6:30 AM •	Sarah Perez / TechCrunch: Bluesky launches a feature to let users hide their posts from non-followers in its Discover feed; other AT Proto apps can choose whether to respect the opt-out
6:15 AM •	Reuters: How Shein pivoted to a Hong Kong IPO and sought to build Chinese government ties, after its New York and London bids failed to secure Beijing's approval
5:40 AM •	Bloomberg: Tencent releases Hy4 Preview, a 770B-parameter open model with a 1M context window, and says it narrowly beat GLM-5.3 and Kimi K3 in internal engineering tests
5:35 AM •	Financial Times: The UK Treasury tells the Bank of England to boost innovation in payment systems and digital money, as it seeks to promote the UK as a hub for stablecoins
2:00 AM •	Wall Street Journal: Sources: some tech companies are courting Democrats and hiring advisers to prepare for potential investigations if Republicans lose control of the House

August 27, 2026

11:30 PM •	Tanaya Macheel / CNBC: BitGo agrees to buy NYDIG's institutional trading business and related assets, expanding BitGo's derivatives offerings; ~30 NYDIG employees are joining BitGo
10:55 PM •	Dave Michaels / Wall Street Journal: Sources: federal authorities prepare to charge a US serviceman and a KPMG employee with insider trading on prediction markets, as part of a new batch of cases
10:30 PM •	Bloomberg: Sources: Advent and Stripe are no longer pursuing a deal to acquire PayPal after previously offering more than $50B for the company; PYPL closes down 12.71%
10:10 PM •	Jack Queen / Reuters: A US judge blocks the Pentagon from blacklisting Anthropic, ruling that its designation as a supply-chain risk was “illegal and baseless”
9:30 PM •	Zack Whittaker / TechCrunch: CISA says that cyberattacks on critical US infrastructure targeted 100+ internet-exposed water and wastewater systems in July, largely attacking PLCs
8:30 PM •	Brody Ford / Bloomberg: Workday reports Q2 revenue up 12.8% YoY to $2.65B vs. $2.63B est., and total subscription revenue backlog up 8% YoY to $27.4B, vs. $28.6B est.
7:30 PM •	The Information: Sources: Cognition is generating ~$900M in annualized revenue, up more than 3x since the start of the year, and executives project it will end 2026 with $1.5B+
7:20 PM •	Madison Mills / Axios: Uber says weekly AI agent requests have grown 9.4x since February, but total AI spending has stayed stable since April, after using up its 2026 AI budget in Q1
6:45 PM •	Bloomberg: Sources: the FTC has been investigating whether YouTube broke consumer protection laws by violating its own policies when suspending accounts or banning content
6:40 PM •	Wall Street Journal: Sources: Nvidia paused some deals with AI cloud providers in the revenue-sharing program it announced in July; Nvidia says the program is still in place
6:15 PM •	Reuters: Sources: Anthropic discussed buying AI chip startup MatX for ~$7B, but talks are no longer active; MatX is now seeking to raise new capital at a ~$4B valuation
6:00 PM •	Newcomer: Sources: Town, which develops enterprise personal AI assistants, is in talks to raise at a $1B valuation in a round led by Index Ventures
5:55 PM •	Alistair Gray / Financial Times: Alphabet agrees to pay £260M to settle a UK class action lawsuit claiming it levied “unfair” charges on software downloaded from the Google Play app store
5:35 PM •	Wall Street Journal: Sources: Abu Dhabi's Sheikh Tahnoon and co-investors back an entity owning 49%, the largest stake, in the company behind the Trump family's planned crypto bank
4:40 PM •	CNBC: Nvidia stock closed up 8.74% on Thursday, adding ~$440B to Nvidia's market cap, after its revenue guidance reassured investors that AI demand remains strong
4:31 PM •	Emma Roth / The Verge: Google adds Expert Intelligence to Gemini Notebook, letting users import eligible titles they own in Google Play Books to ask questions, generate podcasts, more
4:20 PM •	CJ Haddad / CNBC: Salesforce stock closed up 22.6% on Thursday, its second-best day ever, after the company reported a beat on Q2 earnings and expanded its Anthropic partnership
3:15 PM •	Anna Washenko / Engadget: YouTube adds Amazon to its shopping affiliate program, enabling US creators to tag Amazon products in Shorts, longform videos, and livestreams
2:30 PM •	The Information: Sources: Anthropic has been working on a plan to allow secondary stock sales in its IPO while also considering lockup periods longer than the standard 180 days
2:25 PM •	Will Knight / Wired: Anthropic releases Model Hardware Standard, a framework to help AI agents use physical systems like microscopes, quantum computing hardware, and robot arms
2:10 PM •	Hugh Langley / Business Insider: Internal memo: Meta's AI agent Hatch “has its own computer” to perform tasks, works when the app is closed, can connect to email, Instagram, OpenTable, and more
1:35 PM •	Courtney Rozen / Reuters: Source: Nvidia plans an employee-funded political action committee called NVPAC, as it seeks to step up its efforts to influence US policy
1:20 PM •	Sam Sabin / Axios: OpenAI, Anthropic, AWS, Microsoft, and 100+ companies warn there is “a limited window” to prepare for AI-enabled cyberattacks and call for “collective action”
1:10 PM •	Maxwell Zeff / Wired: OpenAI is testing a “Persistent mode” in Codex, designed to let AI agents “continue working until put to sleep” and proactively generate follow-up tasks
12:35 PM •	Leo Schwartz / The Information: Sources: some Trump administration officials circulated a draft EO to create a self-regulatory organization for AI, but it needs buy-in from Trump and others
12:20 PM •	Google: Google launches Gemini Omni 1.1 Flash, which it says delivers studio-quality video production, including the ability to extend a scene, 4K upscaling, and more
12:10 PM •	Asa Fitch / Wall Street Journal: Nvidia says its commitments to component suppliers for its AI chips and systems hit $279B in Q2, up from $119B in Q1, $95.2B in Q4 2025, and $50.3B in Q3 2025
11:55 AM •	Google DeepMind: Google launches a pilot of double-blind AI evaluations, keeping external evaluations in a cryptographic “box” to stop benchmark contamination and protect IP
11:45 AM •	Lauren Feiner / The Verge: Meta's AG settlement says its age verification framework will use “reliable age signals” shared with it by “OS and app stores operated by Apple and Google”
11:15 AM •	Sean O'Kane / TechCrunch: CivilGrid, which collects data about utility assets, property ownership, and more to build a “Google Maps for the underground”, raised a $26M Series A
10:50 AM •	Sarah Perez / TechCrunch: Google announces new performance thresholds for Android apps, including memory-use limits, citing “significant hardware supply constraints” due to the AI boom
10:30 AM •	Samantha Subin / CNBC: Cybersecurity stocks surge, with Okta up 29% and CrowdStrike up 20.5%, after earnings showed that AI adoption is driving attacks and spending on security tools
10:20 AM •	New York Times: Sources: Meta internally projected that it could spend as much as $10B annually on Anthropic's AI models, even as Zuckerberg publicly criticized Anthropic
9:35 AM •	Mary Ann Azevedo / Crunchbase News: Nevada-based identity verification and fraud prevention startup Socure raised $156M at a $5.2B valuation and acquires Austin-based agentic AI startup Fravity
9:24 AM •	Politico: Sources: the Trump administration is weighing sweeping new tariffs on chips and other products like laptops and consoles, despite warnings from tech companies

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Sarah Guo - Funding the Frontier

The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas.

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Access:

Trailer for the Sources podcast with Sam Altman

A show about the tech industry's inside conversation, hosted by tech reporter Alex Heath and founder whisperer Ellis Hamburger.

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Lenny's Podcast:

AI's third era: the rise of persistent AI coworkers | Tara Seshan (Product Lead ChatGPT Work)

Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your own product.

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Tools and Weapons with Brad Smith:

Connecting the Unconnected: Doreen Bogdan-Martin

Microsoft Vice Chair and President Brad Smith speaks with leaders in government, business, and culture to explore the most critical challenges at the intersection of technology and society.

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