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Techmeme

Microsoft announces a Windows 11 search overhaul that prioritizes local results, removes promotional web content, and more, rolling out to Windows Insiders (Zac Bowden/Windows Central)

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Q&A with Xinzhou Wu, head of automotive at Nvidia, on Nvidia's chips and AI models for autonomous driving, lidar's usefulness for Level 4 autonomy, and more (Nilay Patel/The Verge)

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Doc: DHS analysts twice dismissed signs of intruders inside the DHS' network, first detected in May, as harmless activity before confirming a breach in June (David DiMolfetta/Nextgov/FCW)

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A coalition of 12 states led by California files an antitrust lawsuit to block Paramount's WBD merger, alleging it lessens competition in three markets (Gene Maddaus/Variety)

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London-based Valarian, which allows companies to use US cloud providers for AI workloads but retain control of their data, raised a $50M Series A led by NEA (Lily Mae Lazarus/Fortune)

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Seattle-based Augmodo, whose AI-powered "Smartbadges" worn by employees track shelf inventory, raised $21M led by TQ Ventures at a $350M valuation (Kurt Schlosser/GeekWire)

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Gauntlet, which helps institutions and crypto companies allocate their digital assets, raised a $125M Series C from Japanese financial conglomerate SBI Holdings (Ben Weiss/Fortune)

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Global smartphone shipments fell 11% YoY in Q2 to the lowest Q2 levels since 2013 amid the DRAM and NAND shortage; Samsung returns to #1 with a 24% market share (Shilpi Jain/Counterpoint Research)

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Apple's stock is up 16% since June 25, adding ~$650B in market value and pushing shares back to record territory, as investors flee an AI stock selloff to Apple (Ryan Vlastelica/Bloomberg)

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Sources: US officials estimate unauthorized distillation costs US AI labs up to $6B/year; US AI labs told the White House it could become an existential threat (Maggie Eastland/Bloomberg)

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Source: OpenAI still believes it is on track to unveil its first device in 2026 and release it in 2027; Apple's lawsuit may complicate hiring and supply chains (Mark Gurman/Bloomberg)

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Anthropic hires Tom Blomfield, a Monzo co-founder and one of the biggest names in UK tech, to join its compute team; he is taking a leave of absence from YC (Robert Scammell/Business Insider)

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Intel plans to invest €5B to expand chip manufacturing at its Leixlip facility in Ireland; in 2025, Intel canceled a planned €30B factory in Magdeburg, Germany (Financial Times)

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Nearly 200 economists, including 15 Nobel laureates and Anthropic's Jack Clark, sign a letter titled We Must Act Now, warning of rapid AI-led job displacement (Ben Casselman/New York Times)

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Samsung says it now aims to begin operations at its first chipmaking plant in South Korea's Yongin by 2029, bringing the timeline forward from 2030 or 2031 (Henry Siu/The Information)

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Meta says it will spend an extra $40B on its nearly 4,000-acre data center campus in Louisiana, aiming for 5GW+ of compute, pushing its total spend beyond $250B (Riley Griffin/Bloomberg)

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The EU blacklists Russian intelligence group members it says were responsible for spying on and hacking targets across the EU and Ukraine from as early as 2010 (Politico)

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China says President Xi will deliver a keynote speech at the opening ceremony of the three-day World AI Conference in Shanghai on Friday, his first appearance (Bloomberg)

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SK Hynix's stock falls 15%+ in Seoul, its largest-ever decline, after a strong Nasdaq debut, as investors book profits amid its US stock valuation uncertainty (Lee Ying Shan/CNBC)

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Investigation: Western intelligence officials identify a Russian military intelligence unit in Tokyo that smuggles high-tech components for the war in Ukraine (New York Times)

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European Commission President Ursula von der Leyen says after the summer the bloc is set to propose a "social media start date for minors" with "gradual access" (Barbara Moens/Financial Times)

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Sources: Shein is targeting a $40B+ valuation after winning Beijing's approval for a Hong Kong IPO, set for as early as Q3; Shein canceled its US IPO in 2024 (Wall Street Journal)

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A Denmark-based research team is using quantum computers to accelerate AI for predicting proteins, showing a near-term commercial application for quantum tech (Isabella Ward/Wired)

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A look back at the 2007 heist of a Verizon data center in London, highlighting the role of physical data security as cyber defenses grow more sophisticated (Nathaniel Rich/New York Times)

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Munich-based defense tech startup Helsing raised a $1.8B Series E from Dragoneer, Iconiq, and others at an $18B valuation; Germany made a €270M order this year (Mark Bergen/Bloomberg)

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Docs: Uber lobbied for a "phased transition" to AVs, giving it an edge over self-driving developers; Uber says AV industry proposals overlook drivers' rights (Aarian Marshall/Wired)

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Eating disorder therapists say patients are increasingly using AI chatbots for advice, while AI also appears to be directing more patients to helplines (Julie Jargon/Wall Street Journal)

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A look at ADI Predictstreet's troubled launch, marked by tiny trading volumes, withdrawal bugs, and other issues, as it tried to challenge Kalshi and Polymarket (Wall Street Journal)

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A Taiwanese minister says TSMC plans two more advanced chip packaging plants in the Chiayi Science Park, with all four set to generate $9.35B+ in annual output (Wen-Yee Lee/Reuters)

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Open-weight AI models are facing an existential policy test in the US, with Anthropic leading a campaign against Chinese models over distillation concerns (Nathan Lambert/Interconnects AI)

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How museums are using AI chatbots to reach new audiences, as some museum staff worry AI-generated inaccuracies and bias could undermine them as trusted sources (Naomi Rea/Financial Times)

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A profile of Asha Sharma, an outsider elevated by Satya Nadella to lead Xbox, where she made sweeping job cuts and shed game studios within her first few months (Financial Times)

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Memo: Tang Jie, founder of Z.ai, the Chinese lab behind the GLM models, argues frontier AI capabilities should stay "as open and widely accessible as possible" (Bloomberg)

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Sources: Cursor is building a general-purpose AI agent codenamed Sand, aimed at non-developers, that handles emails, texts, and documents to rival Claude Cowork (Grace Kay/The Information)

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OpenAI, Meta, and SpaceXAI may be able to put pressure on Anthropic by emphasizing cost efficiency, as business customers increasingly scrutinize AI spending (Bloomberg)

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Anthropic says it is "extending Claude Fable 5 access on all paid plans, as well as keeping Claude Code's weekly rate limits 50% higher, through July 19" (The Economic Times)

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Sources: Apple is already taping out M7 with major NPU upgrades, and plans M7 Ultra with 1.5TB RAM, and M8, for 2028; new Pencils are coming with a new iPad Pro (Mark Gurman/Bloomberg)

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AI coding tool users are flooding open-source projects with low-quality contributions, overwhelming maintainers and potentially eroding community engagement (Sam Learner/Financial Times)

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A look at the growing anti-AI movement in the Bay Area, as the disappearance of Sam Kirchner, co-founder of a hard-line activist group, has the movement on edge (Zusha Elinson/Wall Street Journal)

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AirDNA: during the FIFA World Cup group stage, platforms such as Airbnb saw 52K+ new listings in US host cities, while hotel bookings fell short of expectations (Financial Times)

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NYC-based Vendelux, a live B2B event information platform for CMOs and marketing and sales teams, raised a $50M Series B led by Tribeca Venture Partners (Lucia Moses/Business Insider)

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EU Justice Commissioner Michael McGrath says the EC is set to propose new digital rules by year-end aimed at protecting consumers from online spending traps (Laura Dubois/Financial Times)

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A look at Bending Spoons' hiring process: the company, which owns Vimeo, AOL, and Evernote, received 800,000 job applications last year and made only 286 hires (Ben Cohen/Wall Street Journal)

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Current AI market dynamics point to frontier models becoming commodity infrastructure as the token crunch eases, with value shifting to products built on top (Benedict Evans)

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Psychologist Peter Gray argues that school stress, not smartphone use, is the main driver of the teen mental health crisis, challenging Jonathan Haidt's thesis (Kaitlyn Tiffany/The Atlantic)

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Apple's lawsuit could sidetrack OpenAI's hardware aspirations for years, or possibly forever, as the startup gets into yet another controversy and messy divorce (M.G. Siegler/Spyglass)

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Apple's OpenAI lawsuit follows months of simmering tensions and highlights OpenAI's hardware chief Tang Tan's strained relationship with former boss John Ternus (Mark Gurman/Bloomberg)

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Filing: Google urged the European Commission not to target DNS resolvers, VPNs, or IPs to fight piracy, calling the measures ineffective and easily circumvented (Ernesto Van der Sar/TorrentFreak)

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US software development job postings on Indeed have grown by ~15% since the launch of Claude Code in February 2025, while overall job postings fell by 7% (Guillermo Gallacher/Indeed Hiring Lab)

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How members of the extremist group Boko Haram are using AI chatbots to design explosives, fix or upgrade weapons, and brainstorm attack ideas (New York Times)

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