| SemiAnalysis: |
GPT-5's router directs queries based on complexity and intent, helping OpenAI allocate compute across low-value informational and high-value commercial requests — How ChatGPT will monetize free users, Router is the Release, AIs will serve Ads, Google's moat eroded?, The shift of purchasing intent queries| Maxwell Zeff / TechCrunch: |
OpenAI adds GPT-5 Auto, Fast, and Thinking settings to ChatGPT's model picker; Auto seems to work like GPT-5's model router that OpenAI initially announced — When OpenAI launched GPT-5 last week, the company said the model would simplify the ChatGPT experience.| Carl Franzen / VentureBeat: |
OpenAI restores GPT-4o for paid ChatGPT users, vows “plenty of notice” if it deprecates 4o, and raises GPT-5 Thinking rate limits to 3,000 messages per week — OpenAI is once again making GPT-4o — the large language model (LLM) that powered ChatGPT before last week's launch of GPT-5 … | Mayank Parmar / BleepingComputer: |
OpenAI rolls out Connectors for Gmail, Google Calendar, and Google Contacts in ChatGPT for Pro subscribers, with Plus, Team, Enterprise, and Edu plans to follow — OpenAI wants ChatGPT to know more about you, including your emails, calendar events in Google Calendar, and even your Google contacts … | Reuters: |
Sources: the US secretly embedded location trackers in select AI chip shipments, such as in Dell and Super Micro servers, to detect illegal diversions to China — U.S. authorities have secretly placed location tracking devices in targeted shipments of advanced chips they see as being at high risk … | M.G. Siegler / Spyglass: |
Perplexity's unsolicited $34.5B bid for Chrome with claimed VC backing is clearly a marketing stunt and maybe a signal to the judge in Google's antitrust case — Perplexity Makes Longshot $34.5 Billion Offer for Chrome — With its unsolicited bid for Google's browser … | Katherine Blunt / Wall Street Journal: |
Perplexity offers to acquire Chrome for $34.5B, significantly more than Perplexity's estimated $18B valuation, and says large VC funds agreed to back the deal — With its unsolicited bid for Google's browser, AI startup seeks to take advantage of uncertainty over pending antitrust ruling| John Sakellariadis / Politico: |
A senior US official says the recent hack of the US federal court filing system is a “continuation of the same rudimentary security issues” present since 2020 — The latest intrusion is a “continuation of the same rudimentary security issues” that have been present since 2020, said the law enforcement official.| New York Times: |
Sources: US investigators found evidence that Russia is at least partly responsible for the US federal court's filing system being under attack since early July — Federal officials are scrambling to assess the damage and address flaws in a sprawling, heavily used computer system long known to have vulnerabilities.| Derek Thompson: |
Studies suggest AI chatbots' sycophantic design may increase narcissism among young and vulnerable users, potentially altering personality traits at scale — “I can imagine a future where a lot of people really trust ChatGPT's advice for their most important decisions,” Sam Altman said.| Bloomberg: |
Pony AI says it rolled out 200+ Gen-7 Robotaxis since mass production started two months ago, putting it on track for its 1,000-vehicle goal by the end of 2025 — Pony AI Inc. is confident it will meet its 2025 robotaxi vehicle output target and is actively exploring new markets in Europe … | Financial Times: |
Sources: OpenAI is preparing to back Neuralink rival Merge Labs, co-founded by Sam Altman, that aims to raise $250M at an $850M valuation, including from OpenAI — OpenAI in talks to invest in brain implant start-up that would compete with Musk's company — OpenAI and its co-founder Sam Altman … | Raffaele Huang / Wall Street Journal: |
Chinese open-source AI models from DeepSeek, Alibaba's Qwen, and others gaining global traction spurs US policymakers and companies to respond — Free-to-use models from DeepSeek, Alibaba and others gain users worldwide — China's ambition to turn its open-source artificial-intelligence models … | Robert Burnson / Bloomberg: |
A US federal judge rules Elon Musk must face OpenAI's claims that his legal and media attacks are a “years-long harassment campaign” and sets a March 2026 trial — Elon Musk must face claims by OpenAI that his attacks on the startup in court and in the media amount to a … | Mark Gurman / @markgurman: |
| Surbhi Misra / Reuters: |
| Fortune: |
Sources: Stripe appoints Paradigm co-founder Matt Huang to serve as CEO of its planned Layer-1 blockchain Tempo; a source says Huang will remain at Paradigm — Matt Huang (left) and Glara Ahn at a 2024 gala in Hollywood, Los Angeles. — As Stripe pushes further into crypto … | Joedy McCreary / MedPage Today: |
Study: endoscopists accustomed to using AI for colonoscopies detected fewer precancerous growths after the tools were removed, raising “deskilling” concerns — - The adenoma detection rate (ADR) in more than 1,400 non-AI assisted colonoscopies dropped 6 percentage points … | Bloomberg: |
CoreWeave reports Q2 revenue up 207% YoY to $1.21B, vs. $1.08B est., adjusted net loss of $130.8M, vs. $96.3M est., up from $5M in Q2 2024; CRWV drops 10%+ — CoreWeave Inc.'s shares fell 10% after it delivered a disappointing earnings outlook, reflecting margin pressures from a rapid AI datacenter expansion.| Wall Street Journal: |
Sources: World Liberty Financial's partnership with Binance-run PancakeSwap is helping boost demand for USD1, generating profit for Trump, as CZ seeks a pardon — The under-the-radar trading platform is quietly administered by Binance, the world's largest crypto exchange, whose founder is seeking a pardon from President Trump| Globes: |
Appcharge, which runs a DTC platform for game publishers, raised a $58M Series B led by IVP, taking its total funding to $89M, and powers stores for 100+ games — The Israeli company has developed a direct-to-consumer (DTC) platform for mobile game publishers to maximize profits through owning player relationships.| Volodymyr Verbianyi / Bloomberg: |
Ukrainians are adapting critical yet fragile SpaceX equipment to withstand Russia's assault, spawning a cottage industry of backstreet workshops and technicians — Ukrainians are adapting critical yet fragile SpaceX equipment to withstand Russia's assault — In most of the world … | Bloomberg: |
Crypto exchange Bullish raised $1.1B in its IPO, selling 30M shares at $37 per share, above its $32 to $33 marketed range, implying a $5.4B valuation — Bullish raised $1.1 billion in an initial public offering, pricing its shares above the marketed range.| Dylan Loh / Nikkei Asia: |
Singapore's three neobanks, GXS Bank, MariBank, and Trust Bank, together posted $278.1M in losses in 2024 as legacy rivals digitalized, intensifying competition — SINGAPORE — Eugina Sim will continue saving with a traditional lender, even though digital banks owned by technology players including Grab … | Reuters: |
| Saritha Rai / Bloomberg: |
Fractal Analytics, which became India's first AI unicorn in 2022, files for an IPO in Mumbai, aiming to raise ~$560M and valuing the company at $3.5B+ — Fractal Analytics, a provider of artificial intelligence and analytics services, filed for an initial public offering in Mumbai … | Reuters: |
Tencent reports Q2 revenue up 15% YoY to ~$25.7B, vs. ~$24.8B est., gaming revenue up 17% YoY to ~$5.6B, global revenue up 35% YoY to ~$2.6B, a $7.7B net profit — Tencent (0700.HK) reported second-quarter revenue growth of 15% on Wednesday, driven by robust gaming performance and AI-powered business expansion.
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