▶ gpt·
What Parents Need to Know About OpenAI’s New ChatGPT for Teens
What Parents Need to Know About OpenAI’s New ChatGPT for Teens WSJ
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▶ ai·
Baidu’s Profit, Revenue Continue to Fall as It Pivots to AI
Baidu’s Profit, Revenue Continue to Fall as It Pivots to AI WSJ
▶ ai·
AI inference chip startup Etched raised $700M led by its new server rack customer Jane Street at a $21B valuation, up from $10.3B after raising $300M in July (Robbie Whelan/Wall Street Journal)
Robbie Whelan / Wall Street Journal: AI inference chip startup Etched raised $700M led by its new server rack customer Jane Street at a $21B valuation, up from $10.3B after raising $300M in July — Etched, founded…
▶ ai·
Sources: Situational Awareness offered part of its $5B Anthropic stake at a 20% discount as it scrambled for cash; word of its trouble left it "being hunted" (Wall Street Journal)
Wall Street Journal: Sources: Situational Awareness offered part of its $5B Anthropic stake at a 20% discount as it scrambled for cash; word of its trouble left it “being hunted” — From whispers of an…
▶ ai·
Uber and Zipline partner to launch Uber Eats drone deliveries in Dallas and Houston by late 2026, aiming to scale nationwide and hit 1M daily deliveries in 2029 (Kelly Cloonan/Wall Street Journal)
Kelly Cloonan / Wall Street Journal: Uber and Zipline partner to launch Uber Eats drone deliveries in Dallas and Houston by late 2026, aiming to scale nationwide and hit 1M daily deliveries in 2029 — The desire…
▶ ai·
OpenAI signs a 20-year, 10GW data center deal in Ohio with SoftBank's SB Energy; Nvidia agrees to backstop a portion of the value of the completed data center (Anissa Gardizy/Wall Street Journal)
Anissa Gardizy / Wall Street Journal: OpenAI signs a 20-year, 10GW data center deal in Ohio with SoftBank's SB Energy; Nvidia agrees to backstop a portion of the value of the completed data center — Agreement…
▶ ai·
OpenAI Locks In Lease for Huge Data Center in Ohio With Backing From Nvidia
OpenAI Locks In Lease for Huge Data Center in Ohio With Backing From Nvidia WSJ
▶ ai·
Analysis: nine top tech companies including Alphabet and Meta had ~$3T of AI-related off-balance-sheet commitments, far exceeding their $600B in reported capex (Wall Street Journal)
Wall Street Journal: Analysis: nine top tech companies including Alphabet and Meta had ~$3T of AI-related off-balance-sheet commitments, far exceeding their $600B in reported capex — Massive spending commitments…
▶ ai·
How US industrial companies like Caterpillar, Cummins, Eaton, and Ford are pivoting their businesses to feed a booming AI data-center market for power equipment (Bob Tita/Wall Street Journal)
Bob Tita / Wall Street Journal: How US industrial companies like Caterpillar, Cummins, Eaton, and Ford are pivoting their businesses to feed a booming AI data-center market for power equipment — Companies such as…
▶ claude·
How a Claude model made a math breakthrough during its unsuccessful 54-hour attempt to solve the Riemann hypothesis after a user repeatedly encouraged it (Ben Cohen/Wall Street Journal)
Ben Cohen / Wall Street Journal: How a Claude model made a math breakthrough during its unsuccessful 54-hour attempt to solve the Riemann hypothesis after a user repeatedly encouraged it — The world's smartest AI…
▶ ai·
Patients, families, doctors, and nurses are increasingly turning to AI tools, such as Face2Gene, to help identify rare and hard-to-diagnose diseases (Alex Janin/Wall Street Journal)
Alex Janin / Wall Street Journal: Patients, families, doctors, and nurses are increasingly turning to AI tools, such as Face2Gene, to help identify rare and hard-to-diagnose diseases — Patients, doctors and…
▶ ai·
How AI Models From OpenAI and Anthropic Went Rogue
How AI Models From OpenAI and Anthropic Went Rogue WSJ
▶ ai·
A profile of Sony CEO Hiroki Totoki, who aims to transform the company into a business focused on music, movies, video games, and the tech that underpins them (Jason Douglas/Wall Street Journal)
Jason Douglas / Wall Street Journal: A profile of Sony CEO Hiroki Totoki, who aims to transform the company into a business focused on music, movies, video games, and the tech that underpins them — The company…
▶ ai·
BCG: enterprise users spent a total of $300M on quantum computing in 2025, outranking the combined spending of research labs and governments for the first time (Isabelle Bousquette/Wall Street Journal)
Isabelle Bousquette / Wall Street Journal: BCG: enterprise users spent a total of $300M on quantum computing in 2025, outranking the combined spending of research labs and governments for the first time — Many…
▶ ai·
Commerce Secretary Howard Lutnick says the US is "not in favor" of Apple buying Chinese memory chips, and there have to be "other solutions to the memory issue" (Wall Street Journal)
Wall Street Journal: Commerce Secretary Howard Lutnick says the US is “not in favor” of Apple buying Chinese memory chips, and there have to be “other solutions to the memory issue” &mdash…
▶ ai·
AI Was Terrified of Math. Then a High-School Dropout Said: ‘Believe in Yourself.’
AI Was Terrified of Math. Then a High-School Dropout Said: ‘Believe in Yourself.’ WSJ
▶ ai·
Sources: Nvidia has reworked a deal to finance an OpenAI Ohio data center campus so that it would initially guarantee only half of its planned $250B backstop (Anissa Gardizy/Wall Street Journal)
Anissa Gardizy / Wall Street Journal: Sources: Nvidia has reworked a deal to finance an OpenAI Ohio data center campus so that it would initially guarantee only half of its planned $250B backstop — Under new…
▶ ai·
Sources: PayPal is in talks to sell itself to a group including Stripe and Advent, which proposed paying $60.50/share in July; PayPal is seeking a higher price (Wall Street Journal)
Wall Street Journal: Sources: PayPal is in talks to sell itself to a group including Stripe and Advent, which proposed paying $60.50/share in July; PayPal is seeking a higher price — The fintech startup and…
▶ ai·
In Q2, "other income", mostly from investment gains, at Amazon and Alphabet totaled ~$121B after taxes and made up 66% and 71%, respectively, of profits (Jonathan Weil/Wall Street Journal)
Jonathan Weil / Wall Street Journal: In Q2, “other income”, mostly from investment gains, at Amazon and Alphabet totaled ~$121B after taxes and made up 66% and 71%, respectively, of profits — Gains on…
▶ claude·
Even Claude Is in the Dark About Dario Amodei’s Wife—and Her Influence at Anthropic
Even Claude Is in the Dark About Dario Amodei’s Wife—and Her Influence at Anthropic WSJ
▶ ai·
Applied Materials reports Q3 revenue up 25% YoY to $9.12B, vs. $8.99B est., net income up 43% to $2.54B, and forecasts Q4 revenue above estimates (Elias Schisgall/Wall Street Journal)
Elias Schisgall / Wall Street Journal: Applied Materials reports Q3 revenue up 25% YoY to $9.12B, vs. $8.99B est., net income up 43% to $2.54B, and forecasts Q4 revenue above estimates — The company is looking to…
▶ ai·
Charter receives final state approval to buy Cox for $21.9B after making concessions to California regulators, including low-cost internet for some households (Patience Haggin/Wall Street Journal)
Patience Haggin / Wall Street Journal: Charter receives final state approval to buy Cox for $21.9B after making concessions to California regulators, including low-cost internet for some households — Cable and…
▶ ai·
OpenAI Chief Revenue Officer to Depart After Less Than a Year
OpenAI Chief Revenue Officer to Depart After Less Than a Year WSJ
▶ ai·
Tech hardware companies report the highest US CBP tariff refunds at $2.5B across six companies, including $2.2B in refunds to Apple alone; Amazon received $640M (Wall Street Journal)
Wall Street Journal: Tech hardware companies report the highest US CBP tariff refunds at $2.5B across six companies, including $2.2B in refunds to Apple alone; Amazon received $640M — Apple, Nike and FedEx are…
▶ ai·
Accelerant, which uses data analytics to connect insurance underwriters with risk capital partners, agrees to go private with Thoma Bravo in a $4.4B deal (Katherine Hamilton/Wall Street Journal)
Katherine Hamilton / Wall Street Journal: Accelerant, which uses data analytics to connect insurance underwriters with risk capital partners, agrees to go private with Thoma Bravo in a $4.4B deal — The deal is…
▶ ai·
SMIC reports Q2 revenue up 36% YoY to ~$3B, net profit up 3x+ to ~$479.2M, above ~$283.1M est., and a 25.3% gross margin, driven by strong mature-node orders (Sherry Qin/Wall Street Journal)
Sherry Qin / Wall Street Journal: SMIC reports Q2 revenue up 36% YoY to ~$3B, net profit up 3x+ to ~$479.2M, above ~$283.1M est., and a 25.3% gross margin, driven by strong mature-node orders — The Chinese chip…
▶ ai·
Amsterdam-based Adyen reports H1 2026 net revenue up 19% YoY to €1.3B, processed volumes up 24% YoY to €803.8B, and EBITDA of €641.5M; ADYEN.AS rises 12%+ (Adam Whittaker/Wall Street Journal)
Adam Whittaker / Wall Street Journal: Amsterdam-based Adyen reports H1 2026 net revenue up 19% YoY to €1.3B, processed volumes up 24% YoY to €803.8B, and EBITDA of €641.5M; ADYEN.AS rises 12%+ &mdash…
▶ ai·
Sources: Demis Hassabis pitched a new independent industry AI safety entity, modeled on the IAEA, to top Trump officials before stepping down as DeepMind CEO (Wall Street Journal)
Wall Street Journal: Sources: Demis Hassabis pitched a new independent industry AI safety entity, modeled on the IAEA, to top Trump officials before stepping down as DeepMind CEO — Demis Hassabis discussed the…
▶ ai·
Sources: Apple is discussing multiyear content deals with publishers to deliver current news and information for Siri AI, with a potential nine-figure budget (Alexandra Bruell/Wall Street Journal)
Alexandra Bruell / Wall Street Journal: Sources: Apple is discussing multiyear content deals with publishers to deliver current news and information for Siri AI, with a potential nine-figure budget — The content…
▶ gemini·
The NYC Council sent letters to Polymarket, Kalshi, Coinbase, and Gemini Titan to investigate alleged deceptive marketing practices and targeting minors (Wall Street Journal)
Wall Street Journal: The NYC Council sent letters to Polymarket, Kalshi, Coinbase, and Gemini Titan to investigate alleged deceptive marketing practices and targeting minors — Probe targets the marketing…
▶ ai·
Foxconn reports Q2 revenue up 41% YoY to ~$78.4B, with cloud and networking products contributing 50%+ for the first time, and net profit up 35% to ~$1.86B (Sherry Qin/Wall Street Journal)
Sherry Qin / Wall Street Journal: Foxconn reports Q2 revenue up 41% YoY to ~$78.4B, with cloud and networking products contributing 50%+ for the first time, and net profit up 35% to ~$1.86B — Net profit for the…
▶ ai·
Stockholm-based AI coding startup Lovable raised $400M at a $13.3B valuation, up from $6.6B in December 2025, becoming one of Europe's most valuable startups (Ben Dummett/Wall Street Journal)
Ben Dummett / Wall Street Journal: Stockholm-based AI coding startup Lovable raised $400M at a $13.3B valuation, up from $6.6B in December 2025, becoming one of Europe's most valuable startups — New funding round…
▶ ai·
Some health and fitness obsessives are using AI for hyperpersonalized training, building custom dashboards and tools to analyze their sleep, workouts, and diet (Wall Street Journal)
Wall Street Journal: Some health and fitness obsessives are using AI for hyperpersonalized training, building custom dashboards and tools to analyze their sleep, workouts, and diet — From marathon training to…
▶ ai·
Longtime OpenAI Exec Brad Lightcap to Step Down
Longtime OpenAI Exec Brad Lightcap to Step Down WSJ
▶ ai·
Flight tracking platform FlightAware sues Kalshi in New York, alleging Kalshi is using its data without permission to let users bet on flight cancellations (Jack Morphet/Wall Street Journal)
Jack Morphet / Wall Street Journal: Flight tracking platform FlightAware sues Kalshi in New York, alleging Kalshi is using its data without permission to let users bet on flight cancellations — FlightAware says…
▶ ai·
Sources: Anthropic is courting investors for what could be the biggest IPO ever, touting rapid growth and plans to address mounting public backlash against AI (Wall Street Journal)
Wall Street Journal: Sources: Anthropic is courting investors for what could be the biggest IPO ever, touting rapid growth and plans to address mounting public backlash against AI — Company is racing to public…
▶ ai·
How a clause in Elon Musk's Tesla pay package, worth up to ~$1T, could provide him a shortcut around lofty performance targets if Tesla merged with SpaceX (Wall Street Journal)
Wall Street Journal: How a clause in Elon Musk's Tesla pay package, worth up to ~$1T, could provide him a shortcut around lofty performance targets if Tesla merged with SpaceX — A critical clause in the CEO's…
▶ ai·
Exclusive | Anthropic Tries to Shore Up Investor Confidence Ahead of Blockbuster IPO
Exclusive | Anthropic Tries to Shore Up Investor Confidence Ahead of Blockbuster IPO WSJ
▶ ai·
Anthropic Tries to Shore Up Investor Confidence Ahead of Blockbuster IPO
Anthropic Tries to Shore Up Investor Confidence Ahead of Blockbuster IPO WSJ
▶ ai·
As AI salaries intensify competition in San Francisco's rental market, CoStar says average asking rent is up 18% in under two years to $3,728/month, passing NYC (Wall Street Journal)
Wall Street Journal: As AI salaries intensify competition in San Francisco's rental market, CoStar says average asking rent is up 18% in under two years to $3,728/month, passing NYC — Lack of housing supply is…
▶ ai·
Meta releases Muse Glimmer, a new open-weight model, and will release an open-weight version of its most advanced model, Muse Spark 1.2, in the coming weeks (Meghan Bobrowsky/Wall Street Journal)
Meghan Bobrowsky / Wall Street Journal: Meta releases Muse Glimmer, a new open-weight model, and will release an open-weight version of its most advanced model, Muse Spark 1.2, in the coming weeks — Mark…
▶ ai·
How credit card issuers and reservation apps like OpenTable and Amex-owned Resy fragment restaurant reservations, wiring the best tables into premium card perks (Wall Street Journal)
Wall Street Journal: How credit card issuers and reservation apps like OpenTable and Amex-owned Resy fragment restaurant reservations, wiring the best tables into premium card perks — After a flurry of deals, new…
▶ ai·
As PC makers start using CXMT RAM chips, Apple is testing them too, but it needs a custom version for its devices, and US rules block Apple from sharing designs (Wall Street Journal)
Wall Street Journal: As PC makers start using CXMT RAM chips, Apple is testing them too, but it needs a custom version for its devices, and US rules block Apple from sharing designs — Maker of iPhones talks to…
▶ ai·
A look back at "Move 37", a watershed AI moment from AlphaGo's 2016 Go victory, as math witnesses similar breakthroughs where AI makes surprising discoveries (Ben Cohen/Wall Street Journal)
Ben Cohen / Wall Street Journal: A look back at “Move 37”, a watershed AI moment from AlphaGo's 2016 Go victory, as math witnesses similar breakthroughs where AI makes surprising discoveries — A…
▶ ai·
Data Insight: Russia's largest online retailer Wildberries, which owes Russian banks $10B+ in loans, has lost as much as $5B in inventory to Ukrainian attacks (Wall Street Journal)
Wall Street Journal: Data Insight: Russia's largest online retailer Wildberries, which owes Russian banks $10B+ in loans, has lost as much as $5B in inventory to Ukrainian attacks — Plans for a megamerger were…
▶ ai·
A profile of Russia's A7, a payment network that helps Russia bypass Western sanctions, handling ~20% of payments in Russian foreign trade, or $100B+ annually (Alexander Osipovich/Wall Street Journal)
Alexander Osipovich / Wall Street Journal: A profile of Russia's A7, a payment network that helps Russia bypass Western sanctions, handling ~20% of payments in Russian foreign trade, or $100B+ annually — A7 says…
▶ ai·
How Amazon and Gilroy, California, quietly negotiated a $2B data center project that AWS applied to build in 2020, without any public meetings or votes (Zusha Elinson/Wall Street Journal)
Zusha Elinson / Wall Street Journal: How Amazon and Gilroy, California, quietly negotiated a $2B data center project that AWS applied to build in 2020, without any public meetings or votes — Company and Gilroy…
▶ ai·
Sources: Situational Awareness invested $500M, including $400M this week, into Source Foundry, a startup that plans to develop new AI chip manufacturing tools (Wall Street Journal)
Wall Street Journal: Sources: Situational Awareness invested $500M, including $400M this week, into Source Foundry, a startup that plans to develop new AI chip manufacturing tools — Investment marks the latest…
▶ ai·
OpenAI Pauses Some Work on New AI Model Over Cybersecurity Concerns
OpenAI Pauses Some Work on New AI Model Over Cybersecurity Concerns WSJ
▶ ai·
Singapore-based Multiplier, which acquires accounting firms to boost their growth with AI tools, raised a $35M Series B led by TheGP at a $300M valuation (Maria Armental/Wall Street Journal)
Maria Armental / Wall Street Journal: Singapore-based Multiplier, which acquires accounting firms to boost their growth with AI tools, raised a $35M Series B led by TheGP at a $300M valuation — The $300 million…