Tech
Cisco reports Q3 revenue up 12% YoY to $15.84B, vs. $15.56B est., forecasts Q4 revenue above est., and is cutting almost 4,000 jobs; CSCO jumps 17%+ after hours (Jordan Novet/CNBC)
Jordan Novet / CNBC : Cisco reports Q3 revenue up 12% YoY to $15.84B, vs. $15.56B e…
Tech
Mythos Preview is the first AI model to complete both of AISI's cyber ranges, which measure models' cyberattack capabilities; GPT-5.5 solved only one of them (AI Security Institute)
AI Security Institute : Mythos Preview is the first AI model to complete both of AI…
Tech
Q&A with Anthropic CFO Krishna Rao on the "cone of uncertainty" in AI, allocating compute, returns to frontier intelligence, platform vs. application, and more (Invest Like The Best on YouTube)
Invest Like The Best on YouTube : Q&A with Anthropic CFO Krishna Rao on the “co…
Tech
Musk v. Altman: Microsoft executive Michael Wetter testifies that Microsoft has spent $100B+ on its partnership with OpenAI, including its original investments (Bloomberg)
Bloomberg : Musk v. Altman: Microsoft executive Michael Wetter testifies that Micro…
Tech
Google announces Pause Point, an Android 17 feature that forces a mandatory 10-second pause before opening any app a user has labeled as a distraction (Sarah Perez/TechCrunch)
Sarah Perez / TechCrunch : Google announces Pause Point, an Android 17 feature that…
Tech
Musk v. Altman: Ilya Sutskever testifies that his OpenAI stake is worth ~$7B and he had concerns about Altman for a year before Altman's brief ouster as CEO (Rachel Metz/Bloomberg)
Rachel Metz / Bloomberg : Musk v. Altman: Ilya Sutskever testifies that his OpenAI …
Tech
An Anthropic engineer argues HTML is a better output format for AI agents than Markdown, citing information density, ease of sharing, and two-way interaction (@trq212)
@trq212 : An Anthropic engineer argues HTML is a better output format for AI agents …
Tech
Sources: Cerebras plans to raise its IPO price range from $115-$125 per share to $150-$160 per share, potentially raising ~$4.8B at the top of the new range (Echo Wang/Reuters)
Echo Wang / Reuters : Sources: Cerebras plans to raise its IPO price range from $11…
Tech
A look at Janitor AI, a romantic fantasy roleplay chatbot site run by three men that claims 2.5M DAUs and 15M total users, with 70% to 80% identifying as women (Anna Tong/Forbes)
Anna Tong / Forbes : A look at Janitor AI, a romantic fantasy roleplay chatbot site…
Tech
Sources: Digital Asset, which builds Canton Network, a public blockchain with privacy features, is raising a ~$300M round led by a16z crypto at a ~$2B valuation (Bloomberg)
Bloomberg : Sources: Digital Asset, which builds Canton Network, a public blockchai…
Tech
Microsoft and G42's $1B geothermal-powered data center in Kenya stalls after the government couldn't provide annual payment guarantees that Microsoft requested (Bloomberg)
Bloomberg : Microsoft and G42's $1B geothermal-powered data center in Kenya sta…
Tech
Execs at Palantir, whose stock is up ~16x since its AI platform's 2023 debut, often decry other AI as slop, as competition from frontier AI labs stiffens (Heather Somerville/Wall Street Journal)
Heather Somerville / Wall Street Journal : Execs at Palantir, whose stock is up ~16…
Tech
FCC passed an anti-robocall proposal requiring telecoms, including VoIP providers, to verify user identities before activating service, raising privacy fears (Ken Macon/Reclaim The Net)
Ken Macon / Reclaim The Net : FCC passed an anti-robocall proposal requiring teleco…
Tech
How SpaceMob, an online community of ~50,000, has fueled a meme-stock-like rally in satellite networking company AST, which is up ~6,000% over a 22-month period (Bloomberg)
Bloomberg : How SpaceMob, an online community of ~50,000, has fueled a meme-stock-l…
Tech
LayerZero apologizes for Kelp DAO exploit response, says single-verifier setup was deficient; Dune: in April, ~47% of LayerZero OApps had the same default setup (Zack Abrams/The Block)
Zack Abrams / The Block : LayerZero apologizes for Kelp DAO exploit response, says …
Social Plugin