Techmeme
July 15, 2024, 2:50 PM

Top News

Gavin Bonshor / AnandTech:
A look at the AMD Ryzen AI 300 series, its AI PC chip family for laptops, and the Ryzen 9000 series for desktops, both built on the new Zen 5 CPU architecture  —  Back at Computex 2024, AMD unveiled their highly anticipated Zen 5 CPU microarchitecture during AMD CEO Dr. Lisa Su's opening keynote.
Sean Endicott / Windows Central:
Bloomberg:
IDC and Counterpoint say the global smartphone market grew 6.5% and 6%, respectively, in Q2 2024, helped by China's 618 event discounts; iPhone sales stabilized  —  - Apple's iPhone sales stabilized after a tough first quarter  — Key China market accelerated its growth in the summer
Dan Primack / Axios:
Source: Sequoia emailed LPs in funds raised between 2009 and 2011, offering to buy up to $861M of Stripe shares at $27.51 per share, valuing Stripe at $70B  —  - The purchasers would be other, more recent Sequoia Capital funds — a process partially enabled by the firm's 2021 restructuring.
Daniel Thomas / Financial Times:
An interview with Netflix Chief Content Officer Bela Bajaria, who presides over the company's $17B content budget, on catering to different tastes and more  —  She presides over a $17bn budget and is looking for local hits with global potential  —  Bela Bajaria, Netflix's chief hitmaker …
Wall Street Journal:
A profile of Israeli cybersecurity startup Wiz, founded in 2020, and its four co-founders, as Alphabet prepares a $23B deal; a source says each owns ~9% of Wiz  —  Cloud cybersecurity company founded by a group of ex-Israeli military officers is close to landing the tech industry's biggest exit in years
Sankalp Phartiyal / Bloomberg:
Source: Apple's India revenue rose ~33% YoY to almost $8B from March 2023 to March 2024, and up from $4.1B the year before; pricey iPhones were 50%+ of sales  —  - Sales jump shows Apple is succeeding in winning users in India  — Apple wants to challenge Android's dominance in the country
Dean Takahashi / VentureBeat:
Kindo, which helps enterprises securely adopt and manage AI tools, raised $20.6M led by Drive Capital, and buys open-source security project WhiteRabbitNeo  —  Kindo, an enterprise AI security platform, has raised $20.6 million in funding and it also acquired open-source security project WhiteRabbitNeo.

Sponsor Posts

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Subquadratic: the LLM built for 12M-token reasoning  —  SubQ can reason across entire codebases and document sets in one pass with no RAG workarounds.  Read how SubQ 1.1 Small holds near-perfect retrieval out to 12M tokens.
Cloudflare:
Cloudflare Connect 2026: The Agentic Conference  —  Stop preparing for agents.  Start running them.  100+ sessions, workshops, and speakers from OpenAI, Arm, and Cloudflare across AI, security, and performance.
Zoho:
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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.

Featured Podcasts

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Sources:
Mark Zuckerberg on Muse, Meta's biggest AI bet yet
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.
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Walter Russell Mead - How America Keeps Winning
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More News

Brian Krebs / Krebs on Security:

Earlier Picks

Charlie Warzel / The Atlantic:
Kim Zetter / Wired: