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September 2, 2025, 2:30 PM
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memeorandum
WeSmirchTop News
| Anthropic: |
Anthropic raised a $13B Series F led by Iconiq, Fidelity, and Lightspeed at a $183B valuation, up from $61.5B in March, and reports a $5B+ run-rate revenue — Anthropic has completed a Series F fundraising of $13 billion led by ICONIQ. This financing values Anthropic at $183 billion post-money.
More: The Verge, The Information, Financial Times, Reuters, CNBC, TechCrunch, Bloomberg, Implicator.ai, Sherwood News, Constellation Research, WinBuzzer, iPhone in Canada, Axios, NextBigWhat, and Analytics India Magazine
| Hayden Field / The Verge: |
OpenAI acquires product analytics company Statsig for $1.1B and shuffles executive roles, with Statsig CEO Vijaye Raji becoming OpenAI's CTO of Applications — It was a big weekend for the ChatGPT-maker. … OpenAI has started to build out its Applications team under Fidji Simo … | Megan Morrone / Axios: |
OpenAI details its plan to add guardrails for teens and people in emotional distress by the end of 2025, including routing some conversations to GPT-5-thinking — ChatGPT guardrails for teens and people in emotional distress will roll out by the end of the year, OpenAI promised Tuesday.| Emma Roth / The Verge: |
Amazon says it will end the ability for Prime members to share their free shipping benefits with individuals outside their household, starting on October 1 — Starting October 1st, Prime members can no longer share free shipping with someone who doesn't live with them.
More: Engadget, Thurrott, GeekWire, and Android Authority
| Greg Bensinger / Reuters: |
Internal data: Amazon registered 5.4M US Prime sign-ups over the 21-day run-up to its four-day Prime Day event, ~116K less than in 2024 and 106K below its goal — Amazon (AMZN.O) doubled its Prime Day discount sales to four days this year and touted blowout numbers days after the event.| Emma Roth / The Verge: |
Dolby launches Dolby Vision 2, adding AI-powered Content Intelligence and Authentic Motion, first on Hisense TVs, after debuting HDR format Dolby Vision in 2014 — The updated format promises ‘authentically cinematic’ use of motion smoothing, and settings that automatically make content look the best depending on your TV and lighting.| Bloomberg: |
TSMC says the US revoked its authorization to ship gear to its main Chinese chipmaking base in Nanjing, after the US revoked Samsung's and SK Hynix's waivers — The US has revoked Taiwan Semiconductor Manufacturing Co.'s authorization to freely ship essential gear to its main Chinese chipmaking base … | New York Times: |
An analysis of Grok's responses to 41 political questions in May and July shows it shifted to the right on 50%+ of them, often reflecting Elon Musk's priorities — Mr. Musk said he wanted xAI's chatbot to be “politically neutral.” His actions say otherwise.
More: Implicator.ai, The Decoder, WinBuzzer, The American Bazaar, and Business Today
Bluesky: @thomas, @joelhs, @karlbode.com, @evansutton, @rani, @annmlipton, @metacurity.com, @kashhill, @kevinschaul, @donmoyn, @stuartathompson, and @justinhendrix
Forums: r/skeptic, r/EnoughMuskSpam, and r/politics
| Jordan Novet / CNBC: |
Microsoft says it is giving the US GSA $6B+ in potential savings on Office, Azure, Dynamics 365, and more over three years, including $3.1B in the first year — Microsoft has agreed to give the U.S. General Services Administration $3.1 billion in potential savings over the course of a year …
More: U.S. General Services …, Microsoft, Windows Central, Benzinga, UPI, Neowin, and WinBuzzer
| CoinDesk: |
Winklevoss twins' Gemini plans to sell 16.67M shares at $17 to $19 each in its US IPO, seeking to raise $317M, which would value the crypto exchange at $2.22B — The Winklevoss-led company plans to sell 16.67M shares at $17-$19 each, tapping a hot IPO market. — What to know:| Nikou Asgari / Financial Times: |
WLFI, run by the Trump family's World Liberty Financial, falls 25% to ~$0.21 on its first trading day, giving it a ~$6B market cap; Trump's WLFI is worth ~$3.6B — WLFI tokens in circulation have a total nominal value of $6.4bn — The crypto token of a project backed by US President Donald Trump fell …
More: Wall Street Journal, World Liberty Financial, Unchained, TheGrio, NewsBTC, ZyCrypto, New York Sun, World Liberty Financial, The Crypto Times, Binance, Decrypt, Reuters, CryptoSlate, Bitcoin Insider, CryptoPotato, Morning Minute, The Crypto Basic, Coinpedia Fintech News, CoinGape, The Block, Cryptonews, CoinDesk, BeInCrypto, The Independent, Inside Bitcoins, Cointelegraph, The Crypto Times, CoinJournal, The Hill, Decrypt, Yahoo Finance, NFTgators, crypto.news, Coinspeaker, The Crypto Basic, Bloomberg, crypto.news, The Coin Republic, Barron's Online, Blockchain.News, DL News, Crypto Briefing, Unchained, Bitcoin Insider, CoinDesk, The Daily Hodl, Cryptonews, CryptoSlate, CoinGape, Coinpedia Fintech News, and The Block
X: @donaldjtrumpjr, @justinsuntron, @erictrump, @arkham, @lookonchain, @lookonchain, @coinbaseassets, @wublockchain, @timodc, @zakfolkman, @chooserich, @jacobkinge, @degeneratenews, @ag_dwf, @worldlibertyfi, @chainlink, @cryptocom_exch, @sjdedic, and @quintenfrancois
Bluesky: @repcasar, @tiffanymuller, @endcitizensunited, @joncooper-us, @bobgeiger, @craigipedia, and @waysmeanscmte. Mastodon: @carnage4life@mas.to. Forums: r/Buttcoin
| Emily Shugerman / The San Francisco Standard: |
OpenAI subpoenaed AI governance nonprofits Encode and CANI, alleging they are part of a conspiracy involving billionaires like Elon Musk and Mark Zuckerberg — Two weeks ago, Nathan Calvin, the general counsel for a small AI governance nonprofit called Encode, was visiting family … | Ryan Gallagher / Bloomberg: |
US procurement records show the Trump administration jettisoned a Biden-era order and reactivated an ICE contract for phone spyware from Tel Aviv-based Paragon — US Immigration and Customs Enforcement is on track to gain access to controversial spyware designed to hack phones …
More: TechCrunch, All-Source Intelligence, PCMag, The Guardian, and Crooked Media
X: @jsrailton and @samfbiddle
| Kate Clark / Bloomberg: |
A look at a16z's Speedrun, a YC-like accelerator targeting a more creative demographic and which has invested $180M into 150 companies over the past 18 months — Big VC funds are moving further upstream, placing bets on the youngest companies. — A few weeks ago, about 150 people gathered …
More: Andreessen Horowitz
| Contessa Brewer / CNBC: |
Underdog and Crypto.com debut a sports prediction market to let US users in 16 states bet on the NFL, the NBA, MLB, college football, and more in Underdog's app — Fantasy and sports gaming operator Underdog is partnering with Crypto.com to offer sports prediction markets in 16 states … | Sarah Perez / TechCrunch: |
WordPress showed off Telex, its experimental AI development tool, at WordCamp US; CEO Matt Mullenweg called it “V0 or Lovable, but specifically for WordPress” — Web publishing platform WordPress is introducing an early version of an AI development tool, which CEO Matt Mullenweg described as a … | Bloomberg: |
Sources: the EU delayed a planned September 1 fine against Google over its ad tech practices due to fears it could provoke Trump to unravel EU-US trade progress — The European Union paused its immediate plans to punish Alphabet Inc.'s Google for abusing its dominance over advertising technology amid fears … | Alistair MacDonald / Wall Street Journal: |
How Ukraine has been using AI to allow groups of drones, known as swarms, to coordinate with each other to attack Russian positions for much of the past year — In a new frontier for warfare, Ukraine is using technology to allow groups of drones to communicate and make decisions independent of their operatorSponsor Posts
Command Line:
Azure Content Understanding: Building on lessons from a decade of Document Intelligence — What a decade of teaching machines to read real-world documents taught us about what LLMs can and can't do.
Azure Content Understanding: Building on lessons from a decade of Document Intelligence — What a decade of teaching machines to read real-world documents taught us about what LLMs can and can't do.
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:
UK tax compliance with Zoho Books — The evolving tax landscape in the UK has added an additional responsibility to business owners, accountants, and bookkeepers to ensure their choice of accounting software supports compliance …
UK tax compliance with Zoho Books — The evolving tax landscape in the UK has added an additional responsibility to business owners, accountants, and bookkeepers to ensure their choice of accounting software supports compliance …
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
Big Technology Podcast:
AI Leaders Can't Get Along. So How Will They Keep Us Safe? — With Kevin Roose
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.
Channels with Peter Kafka:
How to Run a Political Campaign in the TikTok Era (And How Not To)
Media and tech aren't just intersecting - they're fully intertwined. To understand how those worlds work, Peter Kafka talks to industry leaders, upstarts and observers.
Subscribe to Channels with Peter Kafka.
Sources:
Robinhood's CEO on letting AI trade your money
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.
Training Data:
David Silver and Lasse Espeholt of Ineffable Intelligence: A Superlearner for the Age of Experience
Sequoia Capital partners host conversations with leading AI builders and researchers to develop a deeper understanding of the evolving technologies and their implications.
Subscribe to Training Data.
Invest Like the Best:
David Vélez - Building Nubank and the Future of Global Banking
The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas.
Subscribe to Invest Like the Best.
Cheeky Pint:
Muse Wonder: Zuckerberg and Wang's $100B AI
Stripe cofounder John Collison interviews founders, builders, and leaders over a pint.
Subscribe to Cheeky Pint.
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