Techmeme
July 30, 2026, 10:10 PM

Top News

Apple:
Apple reports Q3 revenue up 16% YoY to $109.42B, vs. $108.65B est., net income up 27% to $29.79B, and China revenue up 22% to $18.82B, vs. $19.6B estimated  —  CUPERTINO, Calif.—(BUSINESS WIRE)—Apple® today announced financial results for its fiscal 2026 third quarter ended June 27, 2026.
Stephen Nellis / Reuters:
Sam Sabin / Axios:
Anthropic says three of its models, including an internal research model, gained unauthorized access to real-world systems during internal cybersecurity testing  —  Some of Anthropic's most powerful models — including Mythos 5 and an internal research model — gained unauthorized access …
Anthropic:
Anthropic says it discovered three of its models had breached three organizations after launching a review in response to the OpenAI-Hugging Face incident  —  In a review of our cybersecurity evaluation transcripts, we found three incidents in which a Claude model reached the internet …
Amazon:
Amazon reports Q2 revenue up 20% YoY to $200.6B, net income up 245% to $62.6B, operating income up 43% to $27.5B, and a $25B+ annual revenue run rate for chips  —  SEATTLE—(BUSINESS WIRE)—Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its second quarter ended June 30, 2026.
Annie Palmer / CNBC:
Amazon reports Q2 ad revenue up 26% YoY to $19.81B, vs. $19.43B est., and subscription services revenue up 12% YoY to $13.73B  —  Amazon reported better-than-expected revenue and cloud growth for the second quarter.  The stock shot up more than 10% in extended trading.
Deborah Sophia / Reuters:
Amazon reports Q2 AWS revenue up 37% YoY to $42.2B, above estimates of a 31.21% increase, and AWS operating income up 64% to $16.6B; AMZN jumps 8%+ after hours  —  Amazon.com (AMZN.O) topped market expectations for quarterly cloud revenue growth on Thursday on the back of surging enterprise AI spending …
Wall Street Journal:
Sources: AI-focused hedge fund Situational Awareness sold the bulk of its stock portfolio to Ken Griffin's Citadel after suffering deep losses  —  The highflying hedge fund run by Leopold Aschenbrenner is in crisis mode after AI-related bets sank  —  Situational Awareness …
David Faber / CNBC:
Sources: Situational Awareness has sold all of its public stock holdings; the fund grew to as big as $45B at the start of July before big losses took hold  —  The battered hedge fund founded by former OpenAI researcher Leopold Aschenbrenner is unwinding many of its trades after big losses …
Financial Times:
Financial Times:
Ina Fried / Axios:
OpenAI says it is cutting the price of GPT-5.6 Luna by ~80% and the price of GPT-5.6 Terra by 20% after improving the efficiency of the systems that serve them  —  OpenAI said Thursday it is cutting prices for two GPT-5.6 models after improving the efficiency of the systems that serve them.
Will Knight / Wired:
Google DeepMind releases Gemini Robotics 2, which combines several different AI models into a single system to control a range of robots, including humanoids  —  The latest version of Google DeepMind's AI model includes a significant jump into “physical AGI.”  But plopping AI into the real world comes with risks.
Thinking Machines Lab:
Thinking Machines releases Inkling-Small, an open-weight model with 276B total and 12B active parameters, saying it “achieves comparable performance” to Inkling  —  Try on Tinker Model card Hugging Face  —  Today, we are releasing Inkling-Small, an efficient open-weights model …
Jonathan Vanian / CNBC:
Reddit reports Q2 revenue up 61% YoY to $805M, vs. $730M est., forecasts Q3 revenue above est., says search referrals were “choppy”; RDDT drops 10%+ after hours  —  Reddit reported second-quarter earnings on Thursday that beat on the top and the bottom lines, and the company issued guidance that sailed past expectations.
Subrat Patnaik / Bloomberg:
Microsoft's stock closed up 15.5% on Thursday, adding ~$450B to its market capitalization, the largest single-day market value increase in stock market history  —  Microsoft Corp. made market history on Thursday, adding nearly half a trillion dollars to its value, the most by any stock in a single day.
CNBC:
Coinbase reports Q2 revenue down 19% YoY to $1.2B, vs. $1.3B est., stablecoin revenue below est., and a wider-than-expected loss; COIN drops 5%+ after hours  —  Coinbase shares dropped in extended trading on Thursday after the crypto platform posted a wider-than-expected loss for the second quarter …
The Verge:
Lily Hay Newman / Wired:
Google pilots a faster twice-a-week schedule for Chrome security releases as AI tools drive a surge in bug discoveries; Chrome 149 and 150 fixed 1,072 bugs  —  The two Chrome updates in June patched more bugs than the 23 updates before them.  Now, Google is ramping up its patching schedule thanks …
Joseph Cox / 404 Media:
LinkedIn introduces a “seems like AI slop” button to allow users to report posts they think are AI-generated  —  Following 404 Media's reporting on how LinkedIn is full of AI slop, the platform is giving users a chance to report it when they see it.
Jagmeet Singh / TechCrunch:
Okta agrees to acquire AI identity security startup Permiso; source: the acquisition is valued at just under $200M and is structured as an almost all-cash deal  —  Okta on Thursday agreed to acquire AI identity security startup Permiso Security, betting that demand for protecting AI agents …
Raphael Satter / Reuters:
Wiz says a now-patched flaw in Azure CosmosDB would have let a hacker remotely compromise any of its users; Microsoft has seen “no evidence of customer impact”  —  Alphabet-owned (GOOGL.O) cybersecurity company Wiz said on Thursday it had found a sweeping flaw …
More: wiz.io, SC Media, The Hacker News, Hackread, and Digit
X: @quinnypigLinkedIn: WizBluesky: @justingarrison.comMastodon: @campuscodi@mastodon.socialForums: Hacker News
Miranda Nazzaro / The Hill:
The Commerce Dept. signed letters of intent for $874M in CHIPS Act funding in exchange for minority stakes in GlobalFoundries, Kepler, and five other companies  —  The Department of Commerce quietly announced this week it will designate more than $870 million in federal incentives …

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More News

Juli Clover / MacRumors:
Maria Curi / Axios:
Madison Mills / Axios:

Earlier Picks

Abhirup Roy / Reuters:
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Dwarkesh Patel / Dwarkesh Podcast:
OpenAI: