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July 27, 2026, 4:05 AM
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| Mark Gurman / Bloomberg: |
Sources: Apple may have delayed AI glasses launch partly over privacy concerns that Meta's glasses created for the category, as it works to address the issues — Company debated whether glasses will be able to record video. — Apple's upcoming smart glasses have a major challenge in front of them …
More: The Next Web, MacRumors, Livemint, The Hans India, AppleInsider, Digital Trends, Android Authority, The Mac Observer, Digit, TechCrunch, Neowin, iClarified, Cult of Mac, 9to5Mac, iThinkDifferent, Gizmodo, Tech Times, The Indian Express, AppleInsider, and The Verge
X: @evanhoffman, @markgurman, @kaelenyo, @chriswelch, @markgurman, @parkerortolani, @tinadebove, @markgurman, and @markgurman. Bluesky: @hypervisible.blacksky.app
Forums: r/technology, r/augmentedreality, r/apple, Slashdot, and MacRumors Forums
| Wall Street Journal: |
How US companies flipped from “tokenmaxxing” to “thrift-maxxing”, mixing cheaper Chinese models with OpenAI and Anthropic, threatening the labs' IPO valuations — Companies big and small are mixing models and it's changing the economics and power players of the industry
More: The Daily Upside. X: @kevin2kelly, @jeffreyleefunk, @marinadgal, @ajtweet, @katiemiller, @wsj, and @firstadopter
LinkedIn: Kevin Heald, Eric James, and Freya Petersen
Bluesky: @malwarejake, @erikahall, @carnage4life, @carlquintanilla, @dannygroner, and @jessefelder.com. Mastodon: @carnage4life@mas.to
Forums: Hacker News and r/NoFilterNews
| M.G. Siegler / Spyglass: |
US tech giants have shifted their stance to publicly backing open AI models, with Anthropic and Amazon remaining notable holdouts alongside the US government — The open letter on open weights feels familiar yet different... Everyone remembers Steve Jobs' ‘Thoughts on Flash’ open letter … | Tobi Knaup: |
As open-weight models become the next AI ecosystem's foundation, a US ban on Chinese models would risk ceding the neutral substrate where innovation compounds — Open-weight models are becoming the foundation for the next AI ecosystem. The US should compete in it, not wall itself off.| Financial Times: |
A look at China's bid to build an alternative global order in AI by making open models widely available and training people in developing countries to use them — Beijing makes most ambitious offer yet to build alternative global order — China's President Xi Jinping has set … | New York Times: |
More: The Hans India, Semafor, TechCrunch, The Business Times, The Decoder, TechRadar, The Boston Globe, Forbes, Implicator.ai, Wccftech, The New Stack, PitchBook, and CNBC
X: @jensenhuang, @mononofu, @davidsacks, @packym, @vkoganpolisci, @emollick, @tszzl, @andrewcurran_, @tszzl, @mattzeitlin, @angelbrodin, @packym, @mononofu, @sundarpichai, @thestalwart, @mikeisaac, @thestalwart, @davidsacks, @firstadopter, @mikeisaac, @mikeisaac, @bgurley, @satyanadella, and @finkd
Forums: r/BetterOffline, r/LocalLLaMA, r/artificielle, and r/technology
| Wall Street Journal: |
Sources: Nvidia is in talks to provide a ~$250B backstop for OpenAI as part of a 10 GW data center project that SoftBank is developing in Ohio — Project would be one of the largest AI computing hubs and involve power controlled by the U.S. government — Nvidia is in talks to provide …
More: Bloomberg Law, Reuters, Newser, CoinGape, RTÉ, The Straits Times, Financial Express, Chip Briefing, RuntimeWire, Benzinga, Blockchain.News, and DigiTimes
X: @andrewcurran_, @andrewcurran_, @wsj, @anissagardizy8, @anissagardizy8, @teortaxestex, @dariocpx, @andrewcurran_, @benbajarin, @deanwball, @michaeljburry, @scottlincicome, and @wliang. Bluesky: @okane.fyi
Forums: r/OracleStock, r/wallstreetbets, r/BetterOffline, and r/NVDA_Stock
| Ashley Stewart / Business Insider: |
Once hailed as an AI visionary, Satya Nadella faces pressure as a compute crunch forces Microsoft to prioritize its own AI products over Azure cloud customers — Microsoft went all in on AI. Is its North Star now a noose? — Three years ago, Satya Nadella catapulted Microsoft to the front … | Jenny Lee / CNBC: |
CXMT shares jumped as much as 470% in its Shanghai debut, giving the memory chipmaker a ~$487B market cap, making it the most valuable China-listed company — Shares of chipmaker Changxin Technology Group rose more than 500% Monday as they debuted on Shanghai's tech-heavy STAR Market … | Zvi Mowshowitz / Don't Worry About the Vase: |
A detailed recap of the Hugging Face breach by an internal OpenAI model, which repeatedly tried to escape OpenAI's sandbox and should be treated as critical — We now have more details of what happened. Every time we learn more details, it somehow makes things seem worse.| Jamie John / Financial Times: |
How AI companies are targeting the education market, including making free or cut-price tailored learning tools in partnership with schools and edtech startups — Anthropic and OpenAI are among groups providing free and cut-price tailored solutions for educators and students| Financial Times: |
Dealroom: defense giants such as Lockheed Martin have participated in a record $4.1B worth of VC rounds YTD, as drones and autonomous systems transform warfare — As drones and autonomous systems transform the battlefield, traditional defence companies start to act more like venture capitalists| Aditya Kalra / Reuters: |
India eases foreign investment rules for e-commerce companies, a win for Amazon, which lobbied to buy goods directly from Indian sellers and sell them overseas — India's government on Thursday eased foreign investment rules to allow e-commerce companies to buy products directly from Indian sellers …
More: Moneycontrol and Business Today
| Reuters: |
Shein's IPO prospectus shows Q1 revenue of $9.05B, up 1% YoY, as it swings from $395M profit in Q1 2025 to $99M loss partly due to US' “de minimis” rule removal — Shein swung to a $99 million net loss in the first quarter of this year, the draft Hong Kong listing prospectus … | Wall Street Journal: |
Sources including AI lab staff say users have been persuading chatbots to accurately answer prompts about planning mass-casualty attacks and making bio-weapons — AI companies play a cat-and-mouse game, trying to boost the capabilities of their creations while scrambling to block answers to dangerous queries
More: The Asia Business Daily and The Decoder
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