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July 5, 2026, 11:55 PM
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memeorandum
WeSmirchTop News
| Ming-Chi Kuo: |
Kuo: suppliers plan to ship less than 1M iPhone fold units in 3Q26, which may push the start of device pre-orders and sales to Q4, with weeks of delivery delays — My latest industry survey indicates that assembly shipments for the foldable iPhone in 2H26 will be roughly 7-8 million units …
More: Forbes, Digital Trends, iClarified, 9to5Mac, MacRumors, iThinkDifferent, AppleInsider, and Notebookcheck. X: @mingchikuo
| New York Times: |
Analysis: ~1M $TRUMP retail buyers lost a combined $3.81B, while ~500K mostly-early wallets captured $4B in gains, a textbook memecoin wealth transfer — A report from a cryptocurrency analytics firm details how those who bought the Trump memecoin have fared, with most retail investors having lost money …
More: TechCrunch, Silicon Canals, The Next Web, Mock Paper Scissors, Gizmodo, The Business Times, The Coin Republic, Bitcoin News, The Asia Business Daily, Mediaite, Clash Report, CoinDesk, The Block, The Boston Globe, Raw Story, CoinGape, and crypto.news
X: @kenvogel, @senblumenthal, @davidfrum, @scott_wiener, @jeffjarvis, @senblumenthal, @kbandersen, @bluegeorgia, and @cgasparino. Bluesky: @deanbaker13. Mastodon: @jeffjarvis@mastodon.social
| Simon Sharwood / The Register: |
AWS says Mechanical Turk will no longer accept new customers and that it is placing the crowdsourcing service in maintenance, signaling its future retirement — Workers who use OG crowdsourcing platform say AWS is closing accounts — Amazon Web Services will stop accepting new customers … | Financial Times: |
Bending Spoons' Nasdaq IPO caps its 50+ deals across 10+ years that transformed the Italian startup into a highly leveraged internet company with ~$4.4B in debt — Nasdaq listing caps more than a decade of deals that transformed an Italian start-up into a global internet company
More: TechCrunch
| Wency Chen / South China Morning Post: |
ByteDance's Doubao and Alibaba's Qwen will disable humanlike and user-created agents before July 15, as China's anthropomorphic AI interaction rules take effect — Two of China's major consumer-facing artificial intelligence apps, ByteDance's Doubao and Alibaba Group Holding's Qwen …
More: Bloomberg, TechNode, The Next Web, and Tech Times
| Patricia Kowsmann / Wall Street Journal: |
Chainalysis: addresses linked to Iran, Russia, North Korea, and other US-sanctioned entities received $100B+ in crypto last year, almost 8x the amount in 2024 — Blacklisted entities handled $100 billion in crypto in 2025, financing terrorism and weapons — Iran, Russia, North Korea …
More: PYMNTS and Wu Blockchain
| Eli Tan / New York Times: |
A look at Threads and Q&A with its head Connor Hayes, as the platform passes 500M MAUs and increasingly resembles Reddit with its focus on community features — Meta's office in San Francisco. Threads aims to reach one billion users.Ian C. Bates for The New York Times| Nilesh Christopher / Los Angeles Times: |
How ByteDance is making Hollywood inroads with its Seedance video generator, thanks to low pricing, striking realism, and features like timeline-based prompting — - 8 min Click here to listen to this article … - A viral AI video of Brad Pitt and Tom Cruise sparked industry outrage …
More: TechCrunch, Fortune, The Decoder, and TestingCatalog AI News
| John Keilman / Wall Street Journal: |
How companies like Nvidia and Neura Robotics are building safety systems for humanoid robots to minimize risks like a bipedal robot losing stability — Companies say electronics, sensors and engineering will allow the robots to work alongside people — Humanoid robots marched through … | Aisha Down / The Guardian: |
Source calls UK- and OpenAI-touted plans in 2025 for Stargate's ~£20B Cobalt site a PR stunt; OpenAI and Nscale failed to visit Cobalt or lodge planning forms — Exclusive: £20bn of ‘potential’ £30bn AI investment touted by UK ministers appears to have been hypothetical
More: Forbes and The Next Web
Mastodon: @remixtures@tldr.nettime.org and @davidgerard@circumstances.run
Forums: r/NewcastleUponTyne and r/BetterOffline
| Kate O'Keeffe / Bloomberg: |
A US federal judge ordered the DOD to shield Alibaba from a law that led lobbyists to drop it as a client while she weighs the measure's constitutionality — A federal judge ordered the Pentagon to give Alibaba Group Holding Ltd. a reprieve from a law that caused all of its lobbyists to drop …
More: The Next Web and DigiTimes
| Katherine Bindley / Wall Street Journal: |
How some high-income families use AI-powered private schools and tutors, such as Alpha School, to teach their children life skills and tailor their curriculum — People who can afford to send their grade-school kids anywhere are choosing new alternative education
More: The Verge, The Decoder, and Daily Mail
X: @jeffjarvis. LinkedIn: Don Soifer and Robert Kelchen. Bluesky: @hypervisible.blacksky.app. Mastodon: @jeffjarvis@mastodon.social
| Grace Kay / The Information: |
Tesla rolls out its Robotaxi service without a safety monitor in Miami, its fifth city, as it aims to expand to a dozen US states by the end of 2026 — Tesla said it rolled out its Robotaxi service in Miami on Friday, according to a post from its social media account on X.
More: Engadget, Mashable, Pulse 2.0, Yahoo Finance, and Refresh Miami
| Josh Zoffer / Financial Times: |
Data centers offer US a chance to get ahead in the next key technologies and to build domestic supply chains based on demand rather than subsidies and tariffs — America must not repeat the mistakes that handed China rare-earth dominance … America's China policy over the past decade … Sponsor Posts
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Zoho:
Introducing qualified electronic signatures via SIGN8 for the EU — Every document carries a different level of risk, and the type of electronic signature you choose should reflect that.
Introducing qualified electronic signatures via SIGN8 for the EU — Every document carries a different level of risk, and the type of electronic signature you choose should reflect that.
IDrive:
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Channels with Peter Kafka:
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Connecting the Unconnected: Doreen Bogdan-Martin
Microsoft Vice Chair and President Brad Smith speaks with leaders in government, business, and culture to explore the most critical challenges at the intersection of technology and society.
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