iPhone Duo teardown: 5/10 repairability, a foldable record, but some screens crack along the fold, possibly because a hinge support bar fails to drop far enough  —  Apple's folding iPhone finally made it to our teardown table.  Some owners' screens didn't make it through setup.

Elon Musk says SpaceX closed $40B in GPU debt, debt markets have shut off credit for AI data center companies, and 200+ neoclouds face “death and consolidation”  —  Pretty much. As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn't have substantial revenue independent of AI data centers. SpaceX closed $40B of debt for GPUs, but we're investment grade and have Starlink & launch revenue. That means...

Inside Slack's Salesforce culture clash: Benioff had ~1 hour with CEO Butterfield pre-deal and didn't use Slack; Butterfield quit after a Davos celebrity panel  —  I needed a keyboard.  —  I stood at my reserved desk on the 7th floor of Salesforce's tower in Vancouver around 9am.

A look at OpenAI's and Anthropic's aggressive price cuts between June and October, driven by low switching costs and heavy competition from open-weight models  —  Let's look at a quick timeline of the major LLM model announcements from both OpenAI and Anthropic over the past few months.

Sources: Apple tweaked macOS for its OLED touch MacBook Pro, due Wednesday, with a dynamic interface that adapts to whether touch or the trackpad was last used  —  Also: The company rolls out a retail store tool to reduce wasted inventory.  —  Apple's touch-screen MacBook Pro will arrive on Wednesday …

Elvis Presley's rightsholders sue Anthropic over 274 songs allegedly used to train its models, seeking $41M+; Anthropic says it disagrees and will defend itself  —  The $41 million lawsuit contends that the A.I. company used Presley's music to train its models without permission.

A look at Toyota's robotics expansion, including its Walden spinoff and a $6.4B annual plan to deploy 400K factory robots, as it competes with Tesla and China  —  Japanese group uses 20 years of research to commercialise intelligent robots  —  Toyota is setting its sights on becoming …

Alphabet, Amazon, and Microsoft are expected to report double-digit gains in revenue this week, as investors grow impatient with AI capex and seek returns  —  Three of the biggest and most important technology companies in the world are expected to show healthy growth when they report earnings this week.

A profile of former Google VP and Yahoo CEO Marissa Mayer, whose startup Dazzle is building an AI assistant to help non-tech enthusiasts with mundane tasks  —  Marissa Mayer has reinvented herself as a start-up founder, with a team of 10 engineers — a fraction of the armies of programmers …

Amazon Bee Frontier review: a simple $75 AI wearable that excels at always-on listening, summarizing conversations, and suggesting follow-up actions  —  Amazon's quiet, listening AI wearable is also pretty killer?  —  I'm not sure people really understand what is coming with AI and wearables.

High-frequency trading firms such as Jane Street are investing in AI and chip startups and neoclouds, and building data centers to gain an edge in the AI era  —  High-frequency trading firms are even building their own data centers as they compete for an edge in the AI era.

Volkswagen's China unit and Xpeng secure approvals to trial autonomous driving systems on public roads in China; VW is testing Level 3 and Xpeng Level 4  —  Volkswagen AG and Xpeng Inc. secured approvals to trial autonomous driving systems on public roads in China, signaling a renewed push …

A look at TSMC's initial Phoenix fab, which has achieved chip output rates comparable to its Taiwan facilities, as its Taiwanese engineers teach US workers  —  On July 5 the Northwest Chinese Baptist Church in Phoenix opened its weekly Mandarin service with a verse from the Old Testament.