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ArXiv

techmeme

Workday reports Q2 revenue up 12.8% YoY to $2.65B vs. $2.63B est., and total subscription revenue backlog up 8% YoY to $27.4B, vs. $28.6B est. (Brody Ford/Bloomberg)

industry

about 1 month ago▲ 24

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techmeme

Sources: Cognition is generating ~$900M in annualized revenue, up more than 3x since the start of the year, and executives project it will end 2026 with $1.5B+ (The Information)

industry

about 1 month ago▲ 24

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techmeme

Uber says weekly AI agent requests have grown 9.4x since February, but total AI spending has stayed stable since April, after using up its 2026 AI budget in Q1 (Madison Mills/Axios)

industry

about 1 month ago▲ 24

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techmeme

Sources: the FTC has been investigating whether YouTube broke consumer protection laws by violating its own policies when suspending accounts or banning content (Bloomberg)

industry

about 1 month ago▲ 24

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techmeme

Sources: Nvidia paused some deals with AI cloud providers in the revenue-sharing program it announced in July; Nvidia says the program is still in place (Wall Street Journal)

industry

about 1 month ago▲ 24

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techmeme

Sources: Anthropic discussed buying AI chip startup MatX for ~$7B, but talks are no longer active; MatX is now seeking to raise new capital at a ~$4B valuation (Reuters)

industry

about 1 month ago▲ 24

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techmeme

Sources: Town, which develops enterprise personal AI assistants, is in talks to raise at a $1B valuation in a round led by Index Ventures (Newcomer)

industry

about 1 month ago▲ 24

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techmeme

Alphabet agrees to pay £260M to settle a UK class action lawsuit claiming it levied "unfair" charges on software downloaded from the Google Play app store (Alistair Gray/Financial Times)

industry

about 1 month ago▲ 24

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techmeme

Sources: Abu Dhabi's Sheikh Tahnoon and co-investors back an entity owning 49%, the largest stake, in the company behind the Trump family's planned crypto bank (Wall Street Journal)

industry

about 1 month ago▲ 24

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techmeme

Nvidia stock closed up 8.74% on Thursday, adding ~$440B to Nvidia's market cap, after its revenue guidance reassured investors that AI demand remains strong (CNBC)

industry

about 1 month ago▲ 24

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techmeme

Google adds Expert Intelligence to Gemini Notebook, letting users import eligible titles they own in Google Play Books to ask questions, generate podcasts, more (Emma Roth/The Verge)

industry

about 1 month ago▲ 24

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techmeme

Salesforce stock closed up 22.6% on Thursday, its second-best day ever, after the company reported a beat on Q2 earnings and expanded its Anthropic partnership (CJ Haddad/CNBC)

industry

about 1 month ago▲ 24

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techmeme

YouTube adds Amazon to its shopping affiliate program, enabling US creators to tag Amazon products in Shorts, longform videos, and livestreams (Anna Washenko/Engadget)

industry

about 1 month ago▲ 24

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techmeme

Sources: Anthropic has been working on a plan to allow secondary stock sales in its IPO while also considering lockup periods longer than the standard 180 days (The Information)

industry

about 1 month ago▲ 24

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techmeme

Anthropic releases Model Hardware Standard, a framework to help AI agents use physical systems like microscopes, quantum computing hardware, and robot arms (Will Knight/Wired)

industry

about 1 month ago▲ 24

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techmeme

Internal memo: Meta's AI agent Hatch "has its own computer" to perform tasks, works when the app is closed, can connect to email, Instagram, OpenTable, and more (Hugh Langley/Business Insider)

industry

about 1 month ago▲ 24

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techmeme

Source: Nvidia plans an employee-funded political action committee called NVPAC, as it seeks to step up its efforts to influence US policy (Courtney Rozen/Reuters)

industry

about 1 month ago▲ 24

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techmeme

OpenAI, Anthropic, AWS, Microsoft, and 100+ companies warn there is "a limited window" to prepare for AI-enabled cyberattacks and call for "collective action" (Sam Sabin/Axios)

industry

about 1 month ago▲ 24

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techmeme

OpenAI is testing a "Persistent mode" in Codex, designed to let AI agents "continue working until put to sleep" and proactively generate follow-up tasks (Maxwell Zeff/Wired)

industry

about 1 month ago▲ 24

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techmeme

Sources: some Trump administration officials circulated a draft EO to create a self-regulatory organization for AI, but it needs buy-in from Trump and others (Leo Schwartz/The Information)

industry

about 1 month ago▲ 24

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