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August 4, 2026, 5:06 PM
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memeorandum
WeSmirchTop News
| OpenAI: |
OpenAI disputes Apple's account of pre-lawsuit communications, rejects claims that ex-employees used confidential info, shares iMessages and emails, and more — Apple is one of the greatest companies of all time, and built a reputation for obsessing over the smallest details.
More: TechCrunch, The Verge, HotHardware, MacRumors, Tech Brew, CNET, The Information, Mercury News, Washington Examiner, Computerworld, Forbes, Financial Times, Gizmodo, Michael Tsai, Wall Street Journal, Fortune, TechRadar, The Mac Observer, PC Gamer, Business Insider, AppleInsider, The Decoder, Mashable, Wccftech, iPhone in Canada, PCMag, Tom's Hardware, ZeroHedge News, Quartz, Engadget, and Spyglass
X: @openainewsroom, @brianroemmele, @scobleizer, @kimmonismus, @tekbog, @apples_jimmy, @twid, @jamestitcomb, @xlr8harder, @suchenzang, @deanwball, @ai_for_success, @kr00ney, @alexeheath, @theo, @bengeskin, @prajdabre, @patrickmoorhead, @zackkorman, @firstadopter, @factorydoge69, @paularambles, @leakerapple, @ericmigi, @neilcybart, and @pitdesi
Bluesky: @timkellogg.me and @carlquintanilla
Forums: Hacker News, r/technology, r/BetterOffline, r/apple, r/singularity, r/OpenAI, r/OpenAI, and Slashdot
| Reuters: |
Filing: Apple asks a US judge for a preliminary injunction barring two former staff and OpenAI from accessing, acquiring, using, or disclosing confidential info — Apple on Monday asked a U.S. judge for a preliminary injunction barring two former employees and OpenAI from accessing … | Reuters: |
Bending Spoons agrees to acquire Airtable in an all-cash deal valuing the US software company at $1.285B, set to close by 2026's end, its first post-IPO deal — Bending Spoons (BSP.O) has agreed to buy Airtable in an all-cash deal valuing the U.S. software firm at $1.285 billion …
More: TechCrunch, Bending Spoons, San Francisco Business Times, WOWTALE, Pulse 2.0, Bloomberg, Semafor, Silicon Republic, The Information, Quartz, Sifted, Axios, Benzinga, and Inc.com
X: @jasonlk, @pkafka, @alexrkonrad, @denehyxxl, @almostcmb, @mikey_starts, @gergelyorosz, @peterj_walker, @keshavtrehan, @itfchelp, @the_zack_zhu, @matsonj, @chat_sbc, @harrystebbings, @amix3k, @bryce, @quxiaoyin, @marell_evans, @michaelmiraflor, @trace_cohen, @bryce, @austen, @amandaorson, @ronaldmannak, @asanwal, @jspujji, @nrmehta, @sebjohnsonuk, @deedydas, @fedesimio, @gulimoreno, @jason, @jaredsleeper, @willchen500, @mattwensing, @lylo, @zachtratar, @tanayj, @restructuring__, @forgebitz, @gergelyorosz, @matthartman, @p_bonnet, @austen, @elie2222, @quinnypig, @beffjezos, @pitdesi, @averyalchek, @kieranwgoodwin, @itsurboyevan, @toddsaunders, @arthaud_, @_abhixyz, @jsyversen, and @benioff
LinkedIn: Federico Simionato and Marco Filocamo
Bluesky: @aftd.dev, @cara.city, @harrymccracken.com, @anildash.com, @ed3d.net, @daniloc.xyz, @noahjnelson.com, and @carnage4life
| Bloomberg: |
SpaceX reports Q2 revenue up 92% YoY to $7.8B, vs. $6.81B est., and AI segment operating loss of $1.26B, vs. $2.39B est.; SPCX drops 5%+ after hours — SpaceX's revenue exceeded Wall Street's expectations in the company's first quarterly financial report following its blockbuster initial public offering in June.| Emma Roth / The Verge: |
Pavel Durov says an extortionist planted “illegal porn in a public chat” to get the app pulled from the App Store and manipulated Apple into “overreacting” — Pavel Durov claims attackers post illegal content and manipulate reports to ‘trigger the removal of legitimate communities.’| Marcus Mendes / 9to5Mac: |
Apple says it “briefly removed Telegram from the App Store” over CSAM on Monday, restoring it after Telegram “promptly removed the content and banned the user” — Update: 11:00 p.m. ET: In a statement to 9to5Mac, Apple said: — “We briefly removed Telegram …
More: Reuters, CNET, PCMag, Forbes, iPhone in Canada, Bloomberg, RuntimeWire, Mashable, MacRumors, crypto.news, Blockonomi, MediaNama, Reclaim The Net, MacTech.com, Türkiye Today, The Coin Republic, The Mac Observer, Hindustan Times, and AppleInsider
X: @markgurman, @telegram, @timsweeneyepic, @telegram, @timsweeneyepic, @timsweeneyepic, @taylorlorenz, @autismcapital, @oliviasolon, and @theo
Forums: r/technology, r/worldnews, and r/apple
| Bill Toulas / BleepingComputer: |
Researchers: ChainDrop, a Shai-Hulud-based worm, has compromised 1,300+ npm packages, like Keyv, Cacheable, and flat-cache, with a combined 2B monthly downloads — Self-propagating malware named ‘ChainDrop’ has compromised more than 1,300 packages with a combined 2 billion monthly downloads on the Node Package Manager (npm) registry.
More: Aikido Security's Blog, Socket, Step Security Blog, The Hacker News, wiz.io, NullTX, OX Security, Hackread, eSecurity Planet, DevOps.com, Cyber Security News, Developer Tech News, and Datadog Security Labs
X: @msftsecintel, @benhylak, @feross, @aikidosecurity, @datadoghq, @socketsecurity, @charlieeriksen, @charlieeriksen, @jfrogsecurity, @mehulmpt, and @socketsecurity. Forums: r/brdev
| Bloomberg: |
Sources: Anthropic agreed to a $10B deal for computing capacity in Norway from Nvidia-backed AI cloud startup Volta Infra, which says the deal is for six years — Anthropic PBC has struck a $10 billion deal for computing capacity from a months-old infrastructure startup … | Alexandra Alper / Reuters: |
Sources: the FCC is drafting a restriction on US imports of new models of Chinese data center optical transceivers, set to take effect upon publication in 2026 — The Trump administration is drafting a ban on U.S. imports of new models of Chinese data center components …
More: Network World, The Guardian, Tom's Hardware, Bisnow, International Business Times, CNBC, Robotics & Automation News, The Information, HotHardware, Seoul Economic Daily, Barron's Online, Inc.com, ZeroHedge News, Wccftech, and The Asia Business Daily
X: @jukan05, @aleabitoreddit, @zephyr_z9, @aschmitt, @kawzinvests, @jukan05, @rennyzucker, @loyndsview, and @benbajarin
Forums: r/MU_Stock, r/worldnews, r/singularity, r/StockMarket, r/wallstreetbets, and r/hardware
| Maria Curi / Axios: |
Sources: the White House doesn't plan to publicly release its voluntary AI framework; details will be available to the companies that are part of the process — The White House does not plan to publicly release its new framework for evaluating advanced AI models, three sources familiar with the discussions told Axios.
More: CNBC, PYMNTS, RuntimeWire, BNN Bloomberg, Politico, CNN, Punchbowl News, and The Information
Bluesky: @marypcbuk and @daniloc.xyz
| ABC News: |
Sources: possible cyberattacks targeting water and wastewater utilities have now been reported in at least 12 US states, and Iran is the prime suspect — So far, there's been no widespread disruptions to water supplies or treatment. — Luke Barr, Jack Date, Katherine Faulders, Josh Margolin, and Aaron Katersky
More: Axios, The Guardian, NewsMax.com, LGBTQ Nation, and Fox News
| Emanuel Maiberg / 404 Media: |
Internal email: Microsoft introduces token budget limits for employees' AI use, saying “tokenmaxxing is not what we are optimizing for” — Microsoft is introducing budget limits for AI use but says it still wants to be an ‘AI-first’ company. — Microsoft has introduced … | Anton Shilov / Tom's Hardware: |
Sandisk and SK Hynix announce the High Bandwidth Flash (HBF) open specification that enables up to 512GB memory modules with 0.4 TB/s to 3.0 TB/s bandwidth — The specification is here, but what about the interest? … The specification was released through the Open Compute Project (OCP) … | Mistral AI Blog: |
Mistral releases Shieldstral, a 3B multimodal safety classifier that it says matches models up to 7x its size on text safety, available under Apache 2.0 — Every product that ships a model needs to answer questions like these — but the right answer depends on the product, the audience, and the moment.
More: arXiv.org, Unite.AI, The Deep View, and RuntimeWire
Forums: Hacker News, r/LocalLLaMA, r/MistralAI, and r/BuyFromEU
| Jody Godoy / Reuters: |
New Jersey files an antitrust lawsuit against Amazon, alleging it abuses its dominance to impose low pay and poor conditions on independent delivery drivers — New Jersey sued Amazon.com on Tuesday, accusing the online retailer of abusing its market power over independent delivery drivers.| Jimmy Jenkins / Bloomberg: |
The DOJ secures a $3.2M settlement from OpenAI to resolve allegations it discriminated against US workers by preferring workers with temporary employment visas — A unit of OpenAI has reached a settlement with the US Justice Department to resolve allegations that the California-based …
More: Business Insider, Reuters, Wall Street Journal, Mercury News, Benzinga, US Department of Justice, and Axios. X: @aagdhillon
| Yoolim Lee / Bloomberg: |
Samsung previews zHBM, which vertically stacks HBM atop AI accelerators, and zNAND-O, built on V-NAND, and unveils the industry's first V10 BV-NAND architecture — Samsung Electronics Co. offered a glimpse of its most advanced memory hardware, touting improved performance and power efficiency …
More: Reuters, Samsung Newsroom, and StorageReview.com
| Financial Times: |
Sources and filings: Google assembled a ~$200B financing program for Anthropic, with $150B+ tied to TPUs and involving Broadcom, Blackstone, Apollo, and others — Private credit, chip leases and data centre guarantees underpin a vast new model for AI spending
More: New York Times, Bloomberg, The Decoder, Tech Times, and Financial Times
X: @ggg78g89 and @lizboyfanclub
| Jeffrey Dastin / Reuters: |
Anthropic names Mariano-Florentino Cuéllar, an ex-California Supreme Court justice and a special assistant in Obama's WH, as its first global affairs chief — Anthropic on Tuesday named Mariano-Florentino Cuéllar its first chief global affairs officer, as the developer … | Ian King / Bloomberg: |
AMD reports Q2 revenue up 50% YoY to $11.5B, vs. $11.3B est., Data Center revenue up 107%, forecasts Q3 revenue below some estimates; AMD drops 7%+ after hours — Advanced Micro Devices Inc. disappointed investors with its latest sales outlook, a sign shareholders expected more of a return from the global expansion of AI data centers.
More: Benzinga, CNBC, Quartz, Reuters, Advanced Micro Devices, and Motley Fool
| Jonathan Vanian / CNBC: |
Pinterest reports Q2 revenue up 18% YoY to $1.18B, vs. $1.15B est., MAUs up 11% to 640M, forecasts Q3 revenue in line with estimates; PINS drops 8%+ after hours — Pinterest shares fell 7% in extended trading on Tuesday after the company reported better-than-expected earnings and revenue but issued lukewarm sales guidance.
More: Benzinga, Reuters, Pinterest, and Barron's Online
| Jay Peters / The Verge: |
EA says its $55B acquisition by PIF, Silver Lake, and Affinity Partners has closed, taking the company private; the deal includes $20B in debt financing — The massive deal has closed. The massive deal has closed. … Electronic Arts has officially become a private company.
More: Electronic Arts Inc., Game Developer, MobileSyrup, and Kotaku
| Sankalp Phartiyal / Bloomberg: |
Source: Apple passed $10B in annual sales in India for the first time in FY 2026, up from $9B in 2024-25 and $6B in 2022-23, as it expands its retail footprint — Apple Inc. exceeded $10 billion in annual sales in India for the first time last fiscal year, underscoring surging demand … | Blake Brittain / Reuters: |
A US appeals court overturns a ruling that had temporarily barred Perplexity from using its agentic shopping tools on Amazon's platform — A U.S. appeals court on Tuesday overturned a ruling that had temporarily barred Perplexity from using its AI-powered agentic shopping tools on Amazon's (AMZN.O) platform.
More: Bloomberg Law, RuntimeWire, and MediaPost
| Bloomberg: |
Sources: CXMT is set to manufacture small quantities of LPDDR6 smartphone memory around 2026's end, as it seeks to compete with Micron, SK Hynix, and Samsung — China's state-backed CXMT Corp. is poised to produce smartphone memory chips that are on par with the industry's most advanced designs …
| Emily Steel / New York Times: |
Uber is defending 4,000+ rider sexual-violence lawsuits by aggressively examining plaintiffs' drinking, clothing, and more, after promising to protect survivors — A 24-year-old woman logged onto a videoconference from her bedroom in Florida on a Friday morning in April 2025 to face a deposition in her lawsuit against Uber.
More: New York Times. X: @carrolldoherty. LinkedIn: Alexandra Walsh. Bluesky: @veenadubal and @bachynski
Forums: r/technews, r/TwoXChromosomes, and r/Lawyertalk
| Bloomberg: |
Sources: Beijing is growing concerned about the cyber capabilities of Mythos and other US-developed frontier AI models and their potential as offensive weapons — China is growing anxious that Anthropic PBC's Mythos could be wielded against the world's second-biggest economy … Sponsor Posts
Subquadratic:
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.
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.
Cape:
Most carriers track everything. Cape doesn't. — Unlimited talk, text & data, 24-hr metadata deletion, network ID rotation, SIM-attack defense, and more. Switch today and get 29% off for life.
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Zoho:
Control before consequence: Governing enterprise email with Zoho Mail rules — At 9:17 AM, the CFO receives an email.It looks legitimate.It references an ongoing vendor payment.It uses the correct company logo …
Control before consequence: Governing enterprise email with Zoho Mail rules — At 9:17 AM, the CFO receives an email.It looks legitimate.It references an ongoing vendor payment.It uses the correct company logo …
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.
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
Training Data:
Chai Discovery's Bitter Lesson: Drug Design Is Another Scaling Problem
Sequoia Capital partners host conversations with leading AI builders and researchers to develop a deeper understanding of the evolving technologies and their implications.
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Gavin Baker - AI Market Jitters
The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas.
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This CPO regrets that product management exists | Tom Verrilli (CPO of Whatnot)
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The Talk Show With John Gruber:
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The director's commentary track for Daring Fireball. Long digressions on Apple, technology, design, movies, and more.
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Big Technology Podcast:
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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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X: @franlynchh, @alexrkonrad, @p_mats_, @happyrobot, and @pablorpalafox
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More: Office of the Texas Governor, Gizmodo, Ars Technica, New York Post, Reuters, The Block, Reason, The Hill, TechCrunch, The Verge, DatacenterDynamics, Cointelegraph, Washington Examiner, and Tom's Hardware
X: @jeramykitchen, @cremieuxrecueil, @hannahdnorton, @bradj_tx, @kevinsxu, @lydiadepillis, @bwaltens, @txpolresearch, @gregabbott_tx, @antoniajuhasz, @vanceginn, and @govabbottpress. LinkedIn: Pol Lezcano
Bluesky: @emilprotalinski, @volts.wtf, and @mims
Forums: r/IonicDigitalStock, r/BetterOffline, and r/wisconsin