Techmeme
July 30, 2025, 6:40 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, CNN, New York Times, Investor's Business Daily, Reuters, The Register, SiliconANGLE, The Guardian, The Verge, Mercury News, The Hollywood Reporter, Social Media Today, Variety, Deadline, Inc, CBS News, Neowin, Forrester, UPI, CNBC, Entrepreneur, Adweek, VentureBeat, Sherwood News, Futurism, Analytics India Magazine, Spyglass, iPhone in Canada, Fox Business, Mashable, The Economic Times, The Decoder, AI News, TechEBlog, Moneycontrol, Wall Street Pit, and Livemint
Threads: @zuck, @jacaranda7, @gruber, and @pcalcadoInstagram: Mark Zuckerberg
Michael Kan / PCMag:
Mark Zuckerberg says “We'll need to be rigorous about mitigating” the new risks raised by superintelligence and “careful about what we choose to open source”  —  Meta's CEO says developing superintelligent AI is ‘now in sight.’ But it won't be open source like Llama …
Deborah Sophia / Reuters:
Microsoft reports Q4 Azure and other cloud services revenue up 39% YoY, vs. 34.75% est., and full-year Azure revenue up 34% YoY to $75B, vs. $74.62B est.  —  Microsoft (MSFT.O) surpassed Wall Street estimates for quarterly revenue on Wednesday as strong demand from businesses …
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 …
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.
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.
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 …
Kif Leswing / CNBC:
Qualcomm reports Q3 revenue up 10% YoY to $10.37B, vs. $10.35B est., and handset chip revenue up 7% YoY to $6.33B, vs. $6.44B est.; QCOM drops 5%+ 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.
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 …
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
Abner Li / 9to5Google:
Google plans to start rolling out ML-powered age estimation in the US “over the next few weeks” to detect if users are under 18 and enable existing protections  —  In the US, Google is beginning to use an age estimation model to detect whether Account users are under or over 18.
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) …
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 …
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.
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 …
Max A. Cherney / Reuters:
Oxide Computer, which provides on-premises 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 …
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
Aisha Malik / TechCrunch:
TikTok adds new safety features, including enhanced parental controls, and publicly launches Footnotes, its Community Notes-like feature, in the US  —  TikTok announced on Wednesday that it's releasing a slew of new features, including enhanced parental controls, additional tools for creators, and a new interactive wellbeing feature.
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”  —  The alert contained a swastika and prompted users to subscribe to newsletter featuring opinions and news important to the “white nationalist community.”
Jordan Novet / CNBC:
Figma priced its US IPO at $33 per share, above its expected range of $30 to $32, raising $1.2B in the offering and valuing the company at $19.3B  —  Figma, the developer of design software that was supposed to get acquired by Adobe, priced its IPO on Wednesday at $33 per share, above its expected range.
More: Bloomberg and Reuters

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