Techmeme
July 30, 2025, 5:30 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, Business Insider, New York Times, Investor's Business Daily, Reuters, The Verge, The Guardian, The Register, SiliconANGLE, Inc, The Hollywood Reporter, Social Media Today, Variety, The Decoder, Deadline, Neowin, Forrester, Entrepreneur, CBS News, UPI, The Economic Times, Livemint, Adweek, CNBC, Implicator.ai, VentureBeat, Sherwood News, Futurism, Analytics India Magazine, Spyglass, iPhone in Canada, Fox Business, Mashable, AI News, TechEBlog, Moneycontrol, and Wall Street Pit
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:
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.
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 …
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.
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
Max A. Cherney / Reuters:
Oxide Computer, which provides on-premise cloud computers to businesses, raised a $100M Series B led by Thomas Tull's US Innovative Technology Fund  —  Cloud server builder Oxide Computer Company on Wednesday said it has raised $100 million in financing to help the company expand …
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 …
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 …
Jay Peters / The Verge:
Zixu Wang / New York Times:
How Meituan used Hong Kong as a trial market for its Keeta food delivery service's global expansion, driving out Deliveroo and hitting Saudi Arabia a year later  —  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
Kif Leswing / CNBC:
Qualcomm reports Q3 revenue up 10% YoY to $10.37B, vs. $10.35B est., and handsets revenue up 7% to $6.33B, vs. $6.44B est.; QCOM drops 4%+ after hours  —  Qualcomm reported fiscal third-quarter earnings on Wednesday that beat Wall Street expectations and provided a stronger-than-expected guide for the current quarter.

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Earlier Picks

Amrith Ramkumar / Wall Street Journal:
Chance Miller / 9to5Mac:
Renju Jose / Reuters:
Bloomberg: