Techmeme
August 2, 2025, 9:35 PM

Top News

Kylie Robison / Wired:
Anthropic revoked OpenAI's API access to Claude, citing ToS violations; sources: OpenAI's use of the API let it compare its models' behavior against Claude's  —  OpenAI lost access to the Claude API this week after Anthropic claimed the company was violating its terms of service.
Wall Street Journal:
Sources: the researcher who declined Zuckerberg's offer of a $1.5B+ package over six years is Thinking Machines co-founder and ex-Meta staffer Andrew Tulloch  —  The loyalties and larger-than-life figures prompting some people to turn down insanely lucrative offers in Silicon Valley right now
Jonathan Greig / The Record:
SentinelOne researchers detail over 10 offensive cybersecurity patents filed by Shanghai Firetech, a company allegedly involved in Beijing's Silk Typhoon hacks  —  Researchers have discovered more than 10 patents for powerful offensive cybersecurity technologies filed by a prominent Chinese …
Washington Post:
How Palantir has benefited since President Trump took office, securing new and expanded government contracts and becoming the S&P's top-performing stock of 2025  —  From warfighting and tracking deportations to writing State Department cables with AI, the company is benefiting …
Anthony Ha / TechCrunch:
Lina Khan cites Figma IPO as vindication of M&A scrutiny, saying letting startups grow independently, rather than be acquired, can generate “enormous value”  —  A surprising figure is celebrating Figma's successful IPO: Lina Khan, former chair of the Federal Trade Commission.
Yuliya Chernova / Wall Street Journal:
@semianalysis_:
Microsoft's latest 10-K shows that the company's committed datacenter construction is down YoY, with almost no new leases signed in the past 12 months  —  Microsoft datacenter strategy - still in⏸️mode 🧵 @JeremieEO Four months ago we flagged Microsoft's pause on more than 1.5 GW of self-build capacity — on top of the leasing freeze we called out in December. Microsoft's latest 10-K backs us up: committed datacenter construction [image]
More: US SEC, Axios, and Yahoo Finance
Bloomberg:
Analysis: since April 2, President Trump has excluded over $100B in US smartphone and laptop imports from tariffs, highlighting conflicting administration goals  —  Exclusions reflect conflicting goals: to rip up the rules of global trade while cushioning US consumers.
Anthropic:
Anthropic details “persona vectors”, patterns of activity within an AI model's neural network that control its character traits, such as evil and sycophancy  —  Read the paper  —  Language models are strange beasts.  In many ways they appear to have human-like “personalities” …

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Earlier Picks

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Ryan Browne / CNBC: