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July 17, 2026, 1:10 PM
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| Transformer: |
Kimi K3 hype shouldn't alarm the US about “losing the AI race” to China; K3 is a good model but not frontier-level and likely lacks dangerous cyber capabilities — Transformer Weekly: NY data center moratorium, NDAA export controls and Amodei's $1m to safety super PAC
More: Breitbart, The Economic Times, Axios, New York Post, and Techstrong.ai
X: @shakeelhashim, @emollick, and @emollick
| Michael Nuñez / VentureBeat: |
Kimi K3 takes #1 on the Frontend Code Arena benchmark, surpassing Claude Fable 5, and scores 88.3 on Terminal Bench 2.1, trailing only GPT-5.6 Sol's 88.8 — Moonshot AI, the Beijing-based artificial intelligence startup backed by Alibaba, on Thursday released Kimi K3 …
More: Bloomberg, New York Times, Axios, Business Insider, Reuters, BBC, The New Stack, The Information, Artificial Analysis, Silicon Republic, Implicator.ai, CoinDesk, CoinGape, Business Today, Digit, Digital Trends, The Hans India, Wccftech, Blockonomi, Financial Express, Business Standard, The Neuron, South China Morning Post, and Latent.Space
X: @arena, @artificialanlys, @davidsacks, @quxiaoyin, @arena, @ryangreenblatt, @mweinbach, @aisecurityinst, @pimdewitte, @jiahanjimliu, @nic_carter, @jukan05, @alexfinn, @benbajarin, @mweinbach, @semianalysis_, @nicky_sap, @obrien, @miles_brundage, @laschuk, @bhavani_00007, @signulll, @arena, @deredleritt3r, @yzhang_cs, @yzhang_cs, and @arena
LinkedIn: Dave Schroeder, PhD and Georg Zoeller
Bluesky: @metacurity.com, @carlquintanilla, and @carnage4life
Forums: r/technology, r/neoliberal, and r/StockMarket
| Kimi: |
Moonshot AI releases Kimi K3, a 2.8T-parameter AI model that it says rivals Claude Opus 4.8 and GPT-5.5, and plans to release its full model weights by July 27 — Today, we are introducing Kimi K3 — our most capable model. Kimi K3 is a 2.8T-parameter model built on our Kimi Delta Attention …
More: Axios, Bloomberg, Quartz, Business Insider, Wall Street Journal, International Business Times, CNBC, TechRadar, OpenRouter, Towards Data Science, Ventureburn, Wccftech, FUNDA, Gizmodo, CNN, Tom's Hardware, The Indian Express, The Rundown AI, ZeroHedge News, Clouded Judgement, WinBuzzer, Silicon UK, LinkedIn, Key Context, Verdict, The Decoder, LinkedIn, Neowin, Fortune, SiliconANGLE, The Neuron, MarkTechPost, TestingCatalog AI News, Implicator.ai, and Financial Times
X: @kimi_moonshot, @rauchg, @zijing_wu, @deanwball, @sriramk, @kimi_moonshot, @theahmadosman, @zephyr_z9, @tszzl, @tszzl, @patrickmoorhead, @anikasomaia, @jukan05, @ryangreenblatt, @deredleritt3r, @theojaffee, @cline, @yzhang_cs, @adonis_singh, @wongmjane, @scaling01, @emostaque, @scaling01, @aravsrinivas, @kimi_moonshot, @kimi_moonshot, @natolambert, @emostaque, @scaling01, @yacinemtb, @emostaque, @_maxblade, @yuchenj_uw, @mweinbach, @zephyr_z9, @eliebakouch, @dhh, @thegenioo, @jeffwang, @nrehiew_, @bridgemindai, @kimmonismus, @mweinbach, @theahmadosman, @emollick, @mweinbach, @thegenioo, @oluwaphilemon1, @norwakar, @kimmonismus, @yuhasbeentaken, @zackkorman, @theo, @chetaslua, @atomtanstudio, @kimmonismus, @jun_song, @synthwavedd, and @shanumathew93. LinkedIn: Amin Qurjili. Bluesky: @sungkim. Threads: @carnage4life
Forums: Hacker News, Hacker News, r/technology, and r/LocalLLaMA
| Gavin Baker / @gavinsbaker: |
Models like Kimi K3, Grok 4.5, and Muse 1.1 may prevent the dominance of 2-3 frontier labs with 90% inference margins from hurting other AI ecosystem layers — Kimi K3 may be an important inflection point for AI. Potentially negative for Anthropic and OpenAI while being net positive for essentially every other company in the world. I mean that very literally. Although the real “Sputnik moment” would be an open-source frontier model that [image]
| Michael Acton / Financial Times: |
Sources: Apple has sent personal legal warnings to ~40 former employees who now work at OpenAI, directing them to preserve documents and meet with its lawyers — iPhone maker steps up aggressive tactics in trade secrets dispute with AI lab. Apple has targeted dozens of OpenAI employees …
More: Computerworld, MacRumors, Gizmodo, PYMNTS, CNET, Silicon Republic, iThinkDifferent, 9to5Mac, Digit, ZeroHedge News, AppleInsider, iPhone in Canada, iClarified, and MacDailyNews
Forums: Hacker News, r/apple, Slashdot, and MacRumors Forums
| Reuters: |
At the World AI Conference, Xi Jinping touts open-source AI, pledges to help the Global South build AI capabilities, and calls unequal AI access an “injustice” — Chinese President Xi Jinping on Friday cast Beijing as the champion of a new global AI order, using China's premier tech conference …
More: CNBC, Bloomberg, Al Jazeera, Associated Press, South China Morning Post, The Economic Times, Xinhua, Quartz, Modern Diplomacy, chinadailyhk, Sydney Morning Herald, Bloomberg, NewsMax.com, Capacity, Benzinga, Wall Street Journal, NBC News, France 24, Financial Times, South China Morning Post, Semafor, and The Asia Business Daily
X: @vince_chow1, @juddrosenblatt, @teortaxestex, @so8res, @s_oheigeartaigh, @shanaka86, @kyleichan, @megatron_ron, @tenobrus, @signulll, @spoxchn_maoning, @brickroad7, @spoxchn_maoning, @ruima, @zackkorman, @andrewcurran_, @1a3orn, @ramez, @kimmonismus, @bookwormengr, @xh_lee23, @teortaxestex, @teortaxestex, and @adamthierer
Forums: r/politics, r/worldnews, r/ArtificialInteligence, and r/neoliberal
| New York Times: |
Sources: Meta is in talks to rent computing power from its data centers to Anthropic in a deal that could be worth ~$10B over two years — A deal would underline how scarce computing power is for artificial intelligence development, and could create a new business for Meta.
More: Reuters, Bloomberg, CNBC, and CoinDesk
X: @_aidan_clark_, @eric_seufert, and @mikeisaac
Forums: r/BetterOffline, r/NBIS_Stock, and r/wallstreetbets
| Matt Burgess / Wired: |
San Francisco sends legal notices to Apple and Google, demanding they take down 13 AI apps used to make deepfake nude images; Google says it deleted five apps — The City Attorney's Office sent the tech giants cease-and-desist letters this week telling them to stop profiting from 13 …
More: Ars Technica, AppleInsider, Engadget, MacRumors, and MacTech.com
| Jordan Novet / CNBC: |
In an internal meeting, Satya Nadella criticized Claude Fable 5 for being “editorially controlled”, saying its refusal to do “any random thing” makes no sense — Microsoft CEO Satya Nadella told employees Wednesday that Anthropic's limits on requests that users submit …
More: The Hans India, Quartz, Proactive, Business Today, Digit, and The Indian Express. Bluesky: @jordannovet.cnbc.com
| Sarah Jacob / Bloomberg: |
ASML plans to give its ~45K employees globally a €20K bonus, issued as a share award that vests in 2030, joining other chip industry companies offering payouts — ASML Holding NV will give employees globally a one-time €20,000 ($22,862) bonus, joining other firms in the chip industry …
More: DutchNews.nl and nltimes.nl
| Aaron Holmes / The Information: |
Source: Microsoft plans to release an AI security tool this month that uses models from Anthropic, OpenAI, and itself, as a cost-effective alternative to Mythos — Microsoft is preparing to release a new AI security product, internally codenamed Project Perception, to capture a piece of companies' rising cyber defense spending.
| Madison Muller / Bloomberg: |
Kalshi launches a biotech pilot, starting with 13 biotech contracts offering wagers on the outcomes of late-stage clinical drug trials and regulatory decisions — Kalshi to Offer Betting on Drug Trial Results — Video Player is loading. — Unmute — Current Time 0:00 Loaded: 63.68% Playback Rate
More: Kalshi News, Financial Times, International Business Times, Forbes, PYMNTS, Reuters, Dow Jones Newswires, Semafor, Benzinga, The Guardian, Gizmodo, and STAT
Bluesky: @caseynewton, @somershade, @twesq, @sababausa, @okane.fyi, @shortking.boston, @malaiseforever, @grahamsteele, and @sarahkarlin-smith. Mastodon: @newsguyusa@flipboard.social
Forums: r/fivethirtyeight and r/biotech
| Emma Roth / The Verge: |
Netflix says ~300 titles on its app used generative AI in 2026, mostly in post-production, “to deliver higher quality output more quickly and at a lower cost” — Some titles used AI to create ‘enhanced crowds, historical battle sequences, and worldbuilding establishing shots.’
More: Variety, Netflix Press Site, WeRSM, Kotaku, TechRadar, The Independent, Digital Trends, Cartoon Brew, Digit, Unite.AI, GamesRadar, Fortune, mxdwn Television, Far Out Magazine, The Decoder, World of Reel, Gamereactor UK, Consequence, and MobileSyrup
X: @zerohedge and @zerohedge
Bluesky: @ednewtonrex and @carnage4life
| Lillian Rizzo / CNBC: |
More: International Business Times, Livemint, Benzinga, Marketing Dive, The Wrap, Motley Fool, Zacks Investment Research, Yahoo Finance, Barchart.com, Variety, Reuters, Fast Company, Barron's Online, Netflix, The Hollywood Reporter, Blockonomi, Wall Street Journal, Morningstar, MediaPost, Sports Business Journal, Foreign Policy Journal, AdExchanger, Forbes, Deadline, Yahoo Finance, The Straits Times, Thurrott, Los Angeles Times, Associated Press, Vulture, New York Times, Financial Times, Investor's Business Daily, The Hollywood Reporter, Wall Street Journal, Variety, Barron's Online, The Motley Fool, and Next in Media
X: @pkafka, @loudmouthjulia, @loudmouthjulia, @pkafka, @cnbcfastmoney, @benfritz, @joecarlsonshow, @joecarlsonshow, @amitisinvesting, @claytravis, @loudmouthjulia, @lucas_shaw, @loudmouthjulia, @great_katzby, @claytravis, @mattbelloni, and @bristei. Bluesky: @johnspurlock.com
Forums: r/billsimmons and r/ValueInvesting
| Foo Yun Chee / Reuters: |
Sources: the EU is set to approve the $55B acquisition of EA under its subsidy rules on July 30; the deal includes Saudi Arabia's PIF, Silver Lake, and Affinity — A group of investors including Saudi Arabia's Public Investment Fund is set to secure European Union approval for its $55 billion acquisition …
More: Video Games Chronicle and Rock, Paper, Shotgun
| Bloomberg: |
Sources: Z.ai is on track to achieve an annual recurring revenue of $1B, a first for a Chinese AI company, after achieving its full-year sales target in July — Z.AI is on track for annual recurring revenue of $1 billion, a significant ramp-up for an enterprise-focused AI startup trying …
More: Z.ai and Dow Jones Newswires
| Wall Street Journal: |
Sources: Coatue is leading a $3B investment in Databricks that values the data analytics software startup at $188B, a 40% increase from its December valuation — Startup's valuation jumps 40% as AI boom drives demand for its data-analytics software — Coatue Management is leading …
More: Databricks, FinTech Global, PYMNTS, Blockonomi, Reuters, Capacity, and Silicon Republic
| George Steer / Financial Times: |
US stocks of chip, memory, and storage makers fell sharply on Thursday; SNDK closed down 12.63%, STX 10%, Western Digital 9.15%, Intel 5.84%, and Micron 5.65% — Investors pull away from shares in companies that have led markets higher this year — Investors have dumped US tech stocks …
More: CNBC, GB News, The West Australian, Zacks Investment Research, The Business Times, and The Straits Times. X: @jd_durkin
| Tim Fernholz / TechCrunch: |
AI inference startup General Compute gets a $400M loan from tech investment firm Upper90, seemingly the first deal to use inference-specific chips as collateral — General Compute, an AI inference cloud startup, has landed a $400 million loan from Upper90, a tech investment firm.| Chase DiBenedetto / Mashable: |
A NY school district is piloting Realbotix's humanoid robot teacher to help STEM students; Realbotix rebranded after acquiring sex doll company RealDoll in 2024 — A New York school district is piloting a humanoid robot teacher to help students with summer school classes.
More: New York Focus, Entrepreneur, TechCabal, NCLocal, Kotaku, and Truthout
LinkedIn: Erika Hall. Bluesky: @marypcbuk, @hugh258, @jgcarpenter.com, @risu, and @paulguinnessy. Mastodon: @carnage4life@mas.to. Forums: r/nottheonion
| Eno Sarris / The Athletic: |
Memo: MLB bans the use of league-provided dugout iPads to access GenAI to help shape in-game strategy; sources say up to a third of teams used AI in this way — In a crackdown that has rankled some front offices across the league, Major League Baseball has effectively outlawed the growing practice …
More: Engadget, New York Post, Sports Business Journal, and Fox News
X: @notgaetti, @htownwheelhouse, @2phuckedup, @enosarris, and @astrosknower. Bluesky: @marypcbuk. Forums: r/baseball
| Bloomberg: |
Sources: Tata plans India's first large-scale chip fab, in Dholera, Gujarat, mostly using 90nm nodes, a far humbler start than the 28nm node it touted earlier — Tata Electronics Pvt. is preparing to make India's first semiconductor wafers on far older technology than it originally expected …
More: The Hans India
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