Techmeme
July 30, 2025, 4:55 PM

Top News

Mark Zuckerberg / Meta:
Zuckerberg says superintelligence is in sight, and when personal superintelligence arrives, context-aware devices like glasses will become our primary computers  —  Over the last few months we have begun to see glimpses of our AI systems improving themselves.  The improvement is slow for now, but undeniable.
More: Sonja Drimmer, Engadget, New York Times, Business Insider, Investor's Business Daily, The Verge, The Guardian, The Register, SiliconANGLE, Inc, The Hollywood Reporter, Social Media Today, Variety, The Decoder, Neowin, The Economic Times, Deadline, Forrester, UPI, Entrepreneur, Livemint, Fortune, Spyglass, iPhone in Canada, VentureBeat, Adweek, CNBC, Implicator.ai, Sherwood News, Futurism, Analytics India Magazine, Fox Business, Mashable, AI News, TechEBlog, Moneycontrol, Wall Street Pit, and Forbes
Threads: @zuck and @pcalcadoInstagram: Mark Zuckerberg
Microsoft:
Microsoft Q4: revenue up 18% YoY to $76.4B, Microsoft 365 Commercial products and cloud revenue up 16%, net income up 24% to $27.2B; MSFT jumps 6%+ after hours  —  Microsoft Cloud and AI Strength Fuels Fourth Quarter Results  —  REDMOND, Wash. — July 30, 2025 — Microsoft Corp. today announced …
Deborah Sophia / Reuters:
Lucia Moses / Business Insider:
Amazon-backed AI streaming service Showrunner debuts on Thursday, charging users $10 to $40 per month to create their own animated shows or build on others' IP  —  - Fable Studio has gotten funding from Amazon for its AI streaming platform, Showrunner.  — It shared a deck that explains …
Bloomberg:
Palo Alto Networks agrees to acquire CyberArk Software in a cash-and-stock deal valuing the Israeli cybersecurity company at ~$25B, implying a 26% stock premium  —  Palo Alto Networks Inc. agreed to buy CyberArk Software Ltd. in a cash-and-stock deal valuing the Israeli cybersecurity company at about $25 billion.
Alice Hancock / Financial Times:
Google says it will sign the EU's AI Code of Practice, in a boost to the EU's efforts to regulate AI in the face of Meta's refusal to sign and heavy US pressure  —  Move set to boost efforts to regulate artificial intelligence in face of opposition from Meta and pressure from US
Elvira Pollina / Reuters:
Italy opens an investigation into Meta, saying it may have violated EU competition rules by integrating its Meta AI assistant into WhatsApp without user consent  —  Italy's antitrust authority said on Wednesday it had launched an investigation into Meta Platforms (META.O) …
Belle Lin / Wall Street Journal:
Ramp raised a $500M Series E-2 led by Iconiq Growth at a $22.5B valuation, and says it has 40K+ businesses as clients, with $700M in annualized revenue in March  —  Startup raises $500 million to further develop AI-based agents, CEO says  —  Ramp, a startup that uses artificial intelligence …
Meta:
Meta reports Q2 revenue up 22% YoY to $47.5B, vs. $44.8B est., net income up 36% to $18.3B, family DAP up 6% to 3.48B for June 2025; META jumps 10%+ after hours  —  Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter ended June 30, 2025.
Paige Smith / Bloomberg:
JPMorgan Chase and Coinbase signed a deal to directly link customers' bank accounts to their cryptocurrency wallets, with the feature expected to launch in 2026  —  JPMorgan Chase & Co. and Coinbase Global Inc. signed an agreement to directly link customers' bank accounts to their cryptocurrency wallets …
Alexandra Bruell / Wall Street Journal:
Sources: Amazon's multiyear deal to use NYT content for its platforms and AI models is $20M to $25M per year, which is nearly 1% of the NYT's total 2024 revenue  —  The multiyear deal lets Amazon use content from the Times's news and cooking sections and the Athletic
Josh Wingrove / Bloomberg:
In a report, Trump's Working Group on Digital Asset Markets urges regulators to clarify digital asset trading rules and ease adoption of new financial products  —  A group charged by President Donald Trump with recommending policies on crypto markets called on federal regulators to use …
Richard Speed / The Register:
Dropbox says it will discontinue Dropbox Passwords, launched in 2020, on October 28 to focus on its core product, and recommends 1Password as a replacement  —  Dropbox has given users of its password manager until the end of October to extract their data before pulling the plug on the service.
Taylor Lorenz / User Mag:
Substack apologizes after sending a push notification encouraging some users to subscribe to NatSocToday, a Nazi newsletter advocating for a “White homeland”  —  + Juggalos vs AI, Jet 2 deportations, Jasmine Crockett's lock screen, Sloppers, mankeeping, Crybabies, classroom attack drones …
Jay Peters / The Verge:
Zixu Wang / New York Times:
How Meituan used Hong Kong as a trial market for global food delivery expansion, with its Keeta service driving out Deliveroo before moving to Saudi Arabia  —  Meituan, the Chinese food delivery giant, tested its global expansion in Hong Kong, where its Keeta service displaced a rival before moving to other markets.
More: WebProNews
MacKenzie Sigalos / CNBC:
Robinhood reports Q2 revenue up 45% YoY to $989M vs. $908M est., net income up 105% YoY to $386M, funded customers grew by 2.3M to 26.5M  —  Robinhood beat Wall Street expectations for the second quarter Wednesday.  —  Here is how Robinhood's results compared to Wall Street estimates, according to analysts surveyed by LSEG:
Chance Miller / 9to5Mac:
Apple responds to the DOJ's antitrust lawsuit from March 2024, saying it sets “a dangerous precedent” and “threatens the very principles that set iPhone apart”  —  The US Department of Justice formally sued Apple in March 2024, accusing the company of having a “smartphone monopoly.”

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Earlier Picks

Amrith Ramkumar / Wall Street Journal:
Renju Jose / Reuters:
Ernesto Londoño / New York Times: