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August 3, 2025, 12:40 AM
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memeorandum
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| 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
More: Spyglass, Livemint, and Financial Express
Bluesky: @rightardia. Mastodon: @jackhutton@mstdn.social. Threads: @tomwarrenuk. X: @yuchenj_uw, @object_zero_, @asynccollab, @dorialexander, @kyliebytes, @__paleologo, @kyliebytes, and @nearlydaniel
Forums: r/singularity, r/technology, and r/usyd
| Salvador Rodriguez / CNBC: |
An in-depth look at the rise of relationships between humans and AI companion chatbots on apps like Nomi, coinciding with a loneliness epidemic in the US — Nikolai Daskalov lives alone in a small house in rural Virginia. His preferred spot is a brown suede recliner in the middle …
X: @justalexoki, @stardustbunney, @drjenwolkin, @dburgar, and @helentheauthor
Forums: r/technews, r/Futurology, r/singularity, and r/technology
| Anne VanderMey / Bloomberg: |
How VCs are changing the way people learn about the tech industry, through a sprawling media ecosystem consisting of podcasts, newsletters, and streaming shows — Podcasts hosted by venture capitalists set the narrative in tech, changing the way that insiders—and everyone else—learn about the world of startups.| Zack Abrams / The Block: |
Arkham Intelligence claims to have uncovered a previously undisclosed heist of 127,426 BTC, now worth ~$14.5B, from Chinese mining pool LuBian in December 2020 — - Blockchain analytics platform Arkham Intelligence claims to have uncovered a heist of 127,426 BTC, now worth nearly $14.5 billion, from a Chinese mining pool in 2020.
More: Arkham, Arkham, Crypto Briefing, Blockchain.News, BeInCrypto, CoinGape, CoinDesk, and Cointelegraph
| Nina Bambysheva / Forbes: |
A profile of Robinhood CEO Vlad Tenev, whose personal fortune has surged 6x over the past year to $6.1B, as the company leans into tokenized stock derivatives — First Vlad Tenev blew up the brokerage industry's fee model. Now, thanks in part to his full-on crypto embrace … | Debby Wu / Bloomberg: |
Foxconn partners with Taiwan-based Teco for AI servers and other AI data center hardware, taking a 10% stake, while Teco gets a less than 1% stake in Foxconn — Hon Hai Precision Industry Co. formed a strategic alliance with Teco Electric & Machinery Co., a pact that should help … | Bloomberg: |
Cinven acquires a majority stake in Smart Communications from Accel-KKR; sources: the deal values the customer conversations platform at ~$1.8B including debt — Cinven has acquired a majority stake in UK technology firm Smart Communications from investment firm Accel-KKR.
More: Smart Communications and Bloomberg Law
| 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 …
More: The Gateway Pundit, Wired, Tech in Asia, CNBC, The Register, Daily Caller News Foundation, UPI, Joe.My.God., Tech Xplore, and Investor's Business Daily
Bluesky: @couts, @reichlinmelnick, @crystal159, @icoll, and @kimlanelaw
| 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 …
More: SentinelOne, The Hacker News, Cyber Security News, Infosecurity, The Register, Cyber Security News, and CSO
Bluesky: @campuscodi.risky.biz. X: @sentinelone, @dakotaindc, @labssentinel, and @caseyjohnellis. LinkedIn: Tom Hegel
| Wired: |
China's World AI Conference struck a stark contrast to Trump's America-first, regulation-light vision, focusing instead on global cooperation for AI safety — Behind closed doors, Chinese researchers are laying the groundwork for a new global AI agenda—without input from the US.| Mayank Parmar / BleepingComputer: |
Anthropic cited OpenAI's use of Claude Code “ahead of the launch of GPT-5” but says it will provide API access to OpenAI for benchmarking and safety evaluations — Anthropic says it has revoked OpenAI's access to the Claude API after ChatGPT's engineers were found using Claude's coding tools.
More: WinBuzzer, TechCrunch, Implicator.ai, The Decoder, Livemint, Neowin, The Information, and Wired
Bluesky: @quinnypig.com. Mastodon: @itsecbot@schleuss.online. X: @peterwildeford, @championswimmer, @tenobrus, and @sammcallister
| Carl Franzen / VentureBeat: |
Manus unveils Wide Research, an experimental feature that lets users on its Pro plan enlist dozens of parallelized AI agents for large-scale, high-volume tasks — Chinese AI startup Manus, which made headlines earlier this year for its approach to a multi-agent orchestration platform for consumers and …
More: Implicator.ai, WinBuzzer, Manus, and Bloomberg
X: @kimmonismus, @manusai_hq, @peakji, and @manusai_hq
| 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.
More: Fortune, Business Insider, and Wall Street Journal
Mastodon: @SuffolkLITLab@esq.social. X: @linamkhan, @adityaag, @matthewstoller, @negrolibre1, @silvermanjacob, @balajis, @asglidden, @pascalthibeault, @balajis, @krishnanrohit, and @krishnanrohit. LinkedIn: Yuliya Chernova. Forums: Hacker News
| @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]Sponsor Posts
Command Line:
We can build it. Can we judge it? — As agentic AI shortens the path from idea to shipped code, journey evaluation becomes a critical design skill.
We can build it. Can we judge it? — As agentic AI shortens the path from idea to shipped code, journey evaluation becomes a critical design skill.
Will Reed:
The best sales leaders aren't job hunting. Here's how to reach them without months of cold outreach. — Our team came from Box, Square, and Brex, so we already know the GTM leaders worth meeting.
The best sales leaders aren't job hunting. Here's how to reach them without months of cold outreach. — Our team came from Box, Square, and Brex, so we already know the GTM leaders worth meeting.
Zoho:
App Spotlight: Map My Client Location for Zoho CRM — App Spotlight brings you hand-picked solutions that enhance your Zoho apps and tools. Visit Zoho Marketplace to explore all of our apps, integrations …
App Spotlight: Map My Client Location for Zoho CRM — App Spotlight brings you hand-picked solutions that enhance your Zoho apps and tools. Visit Zoho Marketplace to explore all of our apps, integrations …
IDrive:
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.Featured Podcasts
Lenny's Podcast:
An 86-minute guide to finding PMF | Rob Snyder (Author, The Power of Pull)
Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your own product.
Subscribe to Lenny's Podcast.
Big Technology Podcast:
Google's Potential, AI Money Spigot Shutting?, PHP Bug & Cybersecurity's "Black October"
The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators.
Subscribe to Big Technology Podcast.
Machine Gods:
Fired OpenAI Safety Researchers Speak Out + We Look Inside Pandora's Box
The official podcast of the singularity, from Casey Newton and Kevin Roose. Twice-weekly news, analysis, and interviews with the people who are building the future.
Subscribe to Machine Gods.
The Upstarts Podcast:
The Parking Startup That Swallowed A 100-Year-Old Giant | Metropolis CEO Alex Israel
Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI, design, nuclear energy, space, and more.
Subscribe to The Upstarts Podcast.
Great Chat:
AI's Spooky Season
A podcast mostly about tech. Brought to you weekly by Angela Du, Sally Shin, Mac Bohannon, Helen Min, and Ashley Mayer.
Subscribe to Great Chat.
Sources:
Sundar Pichai on what's next for Google Gemini, Waymo, and data centers in space
Candid conversations with the leaders shaping what's next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a decade.
Subscribe to Sources.
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| Anthropic: |
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Bluesky: @captbergatron, @bmcnett, @edzitron.com, @stevensenior, @mayteramarble, @jeremyz, @k2mey, @jfbonnefon, @arnicas, @liedra.net, @haydenfield, @sgray, and @emollick
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X: @actualaero, @chris_dring, @zhugeex, and @gibbogame
Forums: r/gaming, r/NintendoSwitch2, r/nintendo, r/Games, r/NintendoSwitch, r/NintendoSwitch, and r/Games