Open Links In New Tab
Mobile Archives Advertise Site News Contact Editors
Techmeme
July 30, 2026, 7:35 AM
Mediagazer memeorandum WeSmirch
Home River Leaderboards About Events Newsletter

Top News

Microsoft:
Microsoft reports Q4 revenue up 18% YoY to $90.1B, above $87.62B est., and says 365 Copilot has 30M+ paid seats, up from 20M+ in Q3; MSFT jumps 7%+ pre-market  —  REDMOND, Wash. — July 29, 2026 — Microsoft Corp. today announced the following results for the quarter ended June 30, 2026 …
Jordan Novet / CNBC:
Microsoft reports Q4 Azure and other cloud services revenue up 43% YoY, above 40% est., and says Azure revenue in FY 2026 exceeded $100B for the first time  —  Microsoft shares moved 8% higher in extended trading on Wednesday after the software maker disclosed strong fiscal fourth-quarter revenue …
Julie Bort / TechCrunch:
In Q4, Microsoft's Anthropic investment saw a $3.2B gain, while its OpenAI investment was marked down ~$600M but has generated a $5B gain on a full-year basis  —  When Microsoft reported killer fourth-quarter earnings for its fiscal 2026 year (which ended June 30), it tucked …
Emma Roth / The Verge:
Microsoft reports Q4 Windows OEM and Devices revenue down 7% YoY, Xbox hardware revenue down 13%, and Xbox content and services revenue down 10%
Meta:
Meta reports Q2 revenue up 28% YoY to $60.8B, family DAP up 3% to 3.6B on average for June, and forecasts Q3 revenue below estimates; META drops 8%+ pre-market  —  Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter ended June 30, 2026.
Sean Hollister / The Verge:
The FCC's ban on foreign “advanced robotic devices” includes any new ground-based, software-controlled wireless robot over 4.4 pounds, including robot vacuums  —  Did you hear it was just a ban on Chinese humanoid robots?  It's not. … But spying doesn't require legs — and neither does the FCC's robot ban.
Jenny Lee / CNBC:
Samsung reports Q2 revenue up 130% YoY to ~$118.1B, below ~$118.9B est., and operating profit up 1,814% to ~$61.46B, above ~$60.68B est., on robust AI demand  —  Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.
Reuters:
Qualcomm reports Q3 revenue down 4% YoY to $9.95B, forecasts Q4 profit below est., and expects revenue from Apple to fall faster; QCOM drops 7%+ pre-market  —  Qualcomm (QCOM.O) forecast fourth-quarter profit below Wall Street estimates on Wednesday, and said revenue from Apple (AAPL.O) …
Harshita Mary Varghese / Reuters:
Qualcomm says it has signed a 10-year deal to supply chips for BMW's future digital cockpit and advanced driver-assistance systems
Financial Times:
Sources: ex-OpenAI executive Leopold Aschenbrenner's Situational Awareness hedge fund has sought to raise capital after heavy losses during the recent AI rout  —  Hedge fund has held talks with existing investors and lenders in recent days  —  Situational Awareness, the $20bn hedge fund founded …
OpenAI:
OpenAI says using its Responses API harness with GPT-5.6 Sol tripled its ARC-AGI-3 score and used fewer tokens, after Sol with the official harness scored 7.8%  —  A sped-up video of GPT-5.6 Sol attempting to solve puzzles in the ARC-AGI-3 benchmark, with the official harness (left) …
The Information:
Thinking Machines Lab co-founder Lilian Weng is returning to OpenAI after announcing earlier this week she was leaving TML over workload-related health concerns  —  Lilian Weng, a researcher who cofounded AI startup Thinking Machines Lab alongside former OpenAI Chief Technology Officer Mira Murati …
Rafe Rosner-Uddin / Financial Times:
Sources: Amazon staff find cases of “catastrophically expensive” AI costs due to a lack of controls, like $1.8M on Claude to match author details with listings  —  E-commerce giant's staff said the new technology had caused budget overruns that sometimes took months to detect
Bloomberg:
Disney CEO Josh D'Amaro is leading a technological overhaul of Disney+ to close the gap with Netflix and YouTube, including new features like vertical videos  —  Streaming has been a drag on Disney's share price as subscriber growth stalled.  A tech overhaul and more foreign-language shows are in the cards.
Paresh Dave / Wired:
LinkedIn says it will keep GPU investment, compute, and storage capacity flat during FY 2027 after doubling GPU efficiency in the past six months  —  Despite the ongoing AI boom, LinkedIn is holding the line on compute spending.  Instead, it's challenging engineers to make every GPU count.
Financial Times:
An AI avatar of Brazil's jailed ex-president Jair Bolsonaro, who is banned from communicating publicly, is testing new AI rules ahead of Brazil's 2026 elections  —  Lawyers for former president insist he did not authorise the projection following legal challenge from leftwing groups
Dwarkesh Patel / Dwarkesh Podcast:
How compute could become over 10x costlier as AI capabilities and monetization outpace supply, and a look at the implications if Anthropic hits $1T in revenue  —  If a human-level software engineer that could run on an H100 equivalent, at current market rates for software engineers, that H100 should rent for over $250k a year.
K Oanh Ha / Bloomberg:
Airlines are using AI to adjust seat prices more quickly, capturing more revenue while narrowing the pricing gaps that once let travelers find bargain fares  —  Globetrotters hunting for airfare bargains are in for a rude awakening: the days of stumbling across a cheap seat on a popular flight could soon disappear.
Bloomberg:
Innolight, China's leading maker of optical transceivers, closes 2% below its Hong Kong IPO price after raising ~$6.8B, the city's biggest listing since 2019  —  Zhongji Innolight Co. dropped in its Hong Kong trading debut after raising HK$53.4 billion ($6.8 billion) in the city's largest listing in seven years.

Sponsor Posts

Command Line:
Cheap code, precious trust: Code modernization at scale  —  The promise—and challenges—of agentic software engineering, from large-scale code migration to language modernization.
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.
Zoho:
Pro Tips: 5 ways to keep your OKR rollout on track past the three-month mark  —  Three months into an OKR rollout is when the cracks appear.  Manual tracking stalls, CRM data and strategic goals drift apart, and missed targets catch leaders by surprise.
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.
Sponsor Techmeme

Featured Podcasts

Machine Gods:
 Inside Anthropic's IPO + How AI Agents Spy on Your Messages
The official podcast of the singularity, from Casey Newton and Kevin Roose. Twice-weekly news, analysis, and interviews with the people who are building the future.
Subscribe to Machine Gods.
Channels with Peter Kafka:
 You Can't Escape AI. Here's How to Live With It.
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.
Training Data:
 European Defense Sovereignty Starts in the Factory: Stark's Uwe Horstmann and Johannes Schaback
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.
Cheeky Pint:
 The airline CEO putting Starlink on every plane
Stripe cofounder John Collison interviews founders, builders, and leaders over a pint.
Subscribe to Cheeky Pint.
Invest Like the Best:
 Cliff Sosin - Owning the Complements to Intelligence
The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas.
Subscribe to Invest Like the Best.
Big Technology Podcast:
 Emergency Pod: Anthropic's S-1 IPO Filing — With Dan Primack
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.
Add your podcast here
 

About This Page

This is a Techmeme archive page. It shows how the site appeared at 7:35 AM ET, July 30, 2026.

The most current version of the site as always is available at our home page. To view an earlier snapshot click here and then modify the date indicated.

From Mediagazer

Charlotte Tobitt / Press Gazette:
Reform UK launches its first “newspaper”, with a similar disclaimer to election leaflets, as the political party plans to hire ~25 NCTJ-qualified journalists

Andrew Hutchinson / Social Media Today:
YouTube is testing an option that would enable creators to cash out their Partner Program earnings at $20, rather than the longstanding $100 minimum

Savannah Walsh / Vanity Fair:
A profile of Wren Woodson and Mabel Kabani, ex-60 Minutes staffers whose Gen Z news startup Newsgirls has ~500K followers across Instagram, YouTube, and TikTok

More News

Ryan Whitwam / Ars Technica:
Though Google's SynthID tech for watermarking AI images is hard to break, there will always be ways to create AI-generated content without any labeling
More: Ghacks.  X: @iethics, @arstechnica, and @steevebourdon.  Bluesky: @adamrose.  Forums: Ars OpenForum

Earlier Picks

Bill Peters / MarketWatch:
Robinhood reports Q2 revenue up 32% YoY to $1.31B, above $1.29B est., event contracts revenue up over 10x to $156M, and crypto revenue down 38% YoY to $100M
Google:
Google launches its Lyria 3.5 music generation model in Google Flow Music, highlighting improved musicality, lyrics, vocal quality, and creative control
Ina Fried / Axios:
OpenAI launches ChatGPT for Academic Researchers, giving 100K scientists, mathematicians, and engineers free access to its frontier models through 2027
Matthew Green / A Few Thoughts on Cryptographic Engineering:
Anthropic's cryptanalysis results on HAWK and AES show AI can now understand existing cryptanalysis results, turn them into new attacks, and even extend them
Robb M. Stewart / Wall Street Journal:
Brookfield and NextEra partner to develop a $100B, 1.2GW+ AI data center campus at a former DOE uranium-enrichment site in Kentucky, set to open in 2032
Natalie Lung / Bloomberg:
DoorDash says the FAA granted it Part 135 air carrier certification to operate a drone delivery service and it plans to launch drone deliveries in the fall
Mediagazer memeorandum WeSmirch
Home River Leaderboards About Events Newsletter