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July 30, 2026, 3:40 PM
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WeSmirchTop News
| Wall Street Journal: |
Sources: AI-focused hedge fund Situational Awareness sold the bulk of its stock portfolio to Ken Griffin's Citadel after suffering deep losses — The highflying hedge fund run by Leopold Aschenbrenner is in crisis mode after AI-related bets sank — Situational Awareness …
More: Business Insider, Reuters, The Block, The Information, Axios, Implicator.ai, Paul Kedrosky, Bloomberg, Semafor, New York Times, and Eschaton
X: @sharongoldman, @amitisinvesting, @ashleymayer, @jackzampolin, @gzuckerman, @thelonginvest, @paradislabs, @geiger_capital, @luke_metro, @notthreadguy, @mattzeitlin, @mitchmartan98, @gurgavin, @stocksavvyshay, @sell9000, @thelonginvest, @pitdesi, @notthreadguy, @eliant_capital, @anissagardizy8, @fintechfrank, @highyieldharry, @drorpoleg, @packym, @zephyr_z9, @kawzinvests, @packym, @thestalwart, @devahaz, @danprimack, @investorslive, and @andreassteno. Bluesky: @peark.es
Forums: r/wallstreetbets, r/NBIS_Stock, and r/Superstonk
| Financial Times: |
Sources: ex-OpenAI researcher Leopold Aschenbrenner's Situational Awareness hedge fund has sought to raise capital after heavy losses during the recent AI rout — Hedge fund has held talks with existing investors and lenders in recent days — Situational Awareness, the $20bn hedge fund founded …
More: The Verge, ZeroHedge News, Cointelegraph, Benzinga, and New York Times
X: @citrini, @crowded_mkt_rpt, @michaelsikand, @firstadopter, @thestalwart, @martinshkreli, @pequityresearch, @richardchen39, @neilcybart, @jukan05, @scaling01, @rickyho_1989, @aleabitoreddit, @geiger_capital, @odddiligence, @bfaviero, @jukan05, @semiconductorsx, @melt_dem, @burrytracker, @zackvoell, and @martinshkreli
Forums: r/wallstreetbets, r/NBIS_Stock, r/stocks, and r/StockMarket
| David Faber / CNBC: |
Sources: Situational Awareness has sold all of its public stock holdings; the fund grew to as big as $45B at the start of July before big losses took hold — The battered hedge fund founded by former OpenAI researcher Leopold Aschenbrenner is unwinding many of its trades after big losses …
More: Gizmodo, International Business Times, Proactive, and TBPN
X: @thinkingusd, @martinshkreli, @thezvi, @mattzeitlin, @thestalwart, @jukan05, @andreassteno, @zephyr_z9, and @amitisinvesting. Bluesky: @lopatto
Forums: r/MU_Stock and r/SKHynix
| Financial Times: |
Source: Situational Awareness has a $5B stake in Anthropic, and will continue to run as a private investment firm after suffering heavy losses in recent days — Leopold Aschenbrenner's hedge fund suffered steep losses in recent days from tech sell-off — Situational Awareness rapidly sold …
More: Bloomberg, Business Insider, Capital Brief, and TheEnergyMag
| Ina Fried / Axios: |
OpenAI says it is cutting the price of GPT-5.6 Luna by ~80% and the price of GPT-5.6 Terra by 20% after improving the efficiency of the systems that serve them — OpenAI said Thursday it is cutting prices for two GPT-5.6 models after improving the efficiency of the systems that serve them.
More: OpenAI, 9to5Mac, Reuters, CNBC, The Information, Blockchain.News, The Mac Observer, Wccftech, Quartz, ZeroHedge News, Constellation Research, The Tech Portal, Unite.AI, and RuntimeWire
X: @openai, @natolambert, @zephyr_z9, @gdb, @gdb, @hypertechinvest, @nicdunz, @levie, @kunchenguid, @chetanp, @kimmonismus, @sama, @sama, @tenobrus, @mweinbach, @openai, @openai, @openai, @mweinbach, @zephyr_z9, @gdb, @kimmonismus, and @thsottiaux
Bluesky: @ed3d.net and @carnage4life
Forums: r/OpenAI, r/codex, r/codex, r/BetterOffline, and r/accelerate
| Will Knight / Wired: |
Google DeepMind releases Gemini Robotics 2, which combines several different AI models into a single system to control a range of robots, including humanoids — The latest version of Google DeepMind's AI model includes a significant jump into “physical AGI.” But plopping AI into the real world comes with risks.
More: Google DeepMind, Google, Ars Technica, The Verge, Bloomberg, iClarified, MarkTechPost, Axios, Blockchain.News, The Chosun Daily, and RuntimeWire
X: @googledeepmind, @demishassabis, @google, @dynamicwebpaige, @apptronik, @googledeepmind, @googledeepmind, @newsfromgoogle, @googledeepmind, @googleai, @officiallogank, and @thehumanoidhub
LinkedIn: Jérémy Plassmann and Karl Weinmeister
Forums: Hacker News, r/Bard, and Slashdot
| Thinking Machines Lab: |
Thinking Machines releases Inkling-Small, an open-weight model with 276B total and 12B active parameters, saying it “achieves comparable performance” to Inkling — Try on Tinker Model card Hugging Face — Today, we are releasing Inkling-Small, an efficient open-weights model …
More: Thinking Machines, Blockchain.News, and RuntimeWire
| Carly Page / The Register: |
Amazon researchers link the compromises of four npm packages, including axios, over the past 18 months to the North Korea-linked group tracked as Sapphire Sleet — Researchers say Sapphire Sleet socially engineered maintainers before publishing malicious updates through trusted accounts| Abhirup Roy / Reuters: |
Amazon's Zoox receives the NHTSA's first US approval for paid deployment of its steering wheel-free robotaxi and can deploy up to 2,500 per year through 2028 — Amazon's (AMZN.O) Zoox won U.S. approval on Wednesday for limited commercial deployment of its novel steering-wheel-free robotaxis …
More: Washington Post, Silicon Valley Business …, TechCrunch, International Business Times, CNBC, NewsMax.com, Quartz, Wired, Associated Press, The Verge, Wall Street Journal, The Independent, InsideEVs, The Last Driver License Holder, Automotive World, Bloomberg, Dow Jones Newswires, Finimize, and San Francisco Chronicle
Forums: r/SelfDrivingCars and Slashdot
| Rafe Rosner-Uddin / Financial Times: |
Sources: Amazon staff find “catastrophically expensive” AI costs due to a lack of controls, like $1.8M on Claude to fail to match author details with listings — E-commerce giant's staff said the new technology had caused budget overruns that sometimes took months to detect| Joseph Cox / 404 Media: |
LinkedIn introduces a “seems like AI slop” button to allow users to report posts they think are AI-generated — Following 404 Media's reporting on how LinkedIn is full of AI slop, the platform is giving users a chance to report it when they see it.
More: TechCrunch, Forbes, The Verge, Engadget, CNET, The Mac Observer, Thurrott, Futurism, Business Insider, and The Stranger
X: @zeffmax. LinkedIn: Hari Srinivasan. Bluesky: @samleecole, @ibogost.com, and @hypervisible.blacksky.app. Threads: @joshpetersel
Forums: r/nottheonion and r/BetterOffline
| Jagmeet Singh / TechCrunch: |
Okta agrees to acquire AI identity security startup Permiso; source: the acquisition is valued at just under $200M and is structured as an almost all-cash deal — Okta on Thursday agreed to acquire AI identity security startup Permiso Security, betting that demand for protecting AI agents … | Brody Ford / Bloomberg: |
London-based Nscale agrees to acquire Anyscale, a source says for ~$1.65B; Anyscale, which helps AI workloads run more efficiently, had a $1B+ valuation in 2022 — Cloud provider Nscale agreed to acquire software startup Anyscale to help customers use AI computing power more efficiently.
More: Nscale, TechCrunch, Blockchain.News, Reuters, TheEnergyMag, RuntimeWire, Unite.AI, Anyscale, and The Stack
X: @brodyford_ and @edzitron
LinkedIn: Phoebee Gahan, Sudhakar Jukanti, Anirudhya, Josh Payne, and Zack Yaguda
| Raphael Satter / Reuters: |
Wiz says a now-patched flaw in Azure CosmosDB would have let a hacker remotely compromise any of its users; Microsoft has seen “no evidence of customer impact” — Alphabet-owned (GOOGL.O) cybersecurity company Wiz said on Thursday it had found a sweeping flaw …
More: wiz.io, RuntimeWire, Digit, Hackread, The Hacker News, and Cyber Security News
| Jenny Lee / CNBC: |
Samsung reports Q2 revenue up 130% YoY to ~$118.1B, below ~$118.9B est., and operating profit up 1,814% to ~$61.46B, above ~$60.68B est., on robust AI demand — Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.
More: Samsung Newsroom, Bloomberg, International Business Times, Reuters, Android Central, Implicator.ai, Noahpinion, MarketWatch, Quartz, Engadget, ZeroHedge News, TechSpot, SammyGuru, SamMobile, The Asia Business Daily, Seoul Economic Daily, Nikkei Asia, The Korea Herald, Wall Street Journal, Korea JoongAng Daily, and The Korea Times
X: @jukan05, @jukan05, @skundojjala, @jukan05, @thetranscript_, and @jukan05
Forums: r/MU_Stock and r/wallstreetbets
| Lily Hay Newman / Wired: |
Google pilots a faster twice-a-week schedule for Chrome security releases as AI tools drive a surge in bug discoveries; Chrome 149 and 150 fixed 1,072 bugs — The two Chrome updates in June patched more bugs than the 23 updates before them. Now, Google is ramping up its patching schedule thanks …
More: TechCrunch, Google, 9to5Google, Ars Technica, SC Media, PCMag, Help Net Security, The Verge, BleepingComputer, and Android Authority
LinkedIn: James Bankoski and Parisa Tabriz
| Madison Mills / Axios: |
Scale AI hires former Google Cloud COO Francis deSouza as CEO, replacing interim CEO Jason Droege, who took over last year after Alexandr Wang left for Meta — Scale AI has hired former Google Cloud COO Francis deSouza as CEO, year after Scale AI founder Alexandr Wang left the AI infrastructure company for Meta.
More: Reuters, Motley Fool, Scale AI, Quartz, The Verge, Finimize, RuntimeWire, and Bloomberg
| Maria Curi / Axios: |
At a hearing, a US judge says “I don't see additional evidence” from the Pentagon justifying its designation of Anthropic as a supply-chain risk — A federal judge on Thursday signaled she's become even more skeptical of the Pentagon's decision to blacklist Anthropic …
More: Bloomberg
| Boone Ashworth / Wired: |
Friend announces an AI pendant with a speaker for spoken replies for $249, up from its original necklace's $129 price, with an optional $10 monthly subscription — He sits on the couch in his living room, clad in an orange shirt emblazoned with a cartoon version of the motorcycle driven by Italian racer Valentino Rossi.| OpenAI: |
OpenAI says using its Responses API harness with GPT-5.6 Sol tripled its ARC-AGI-3 score with fewer output tokens, after Sol with the official harness got 7.8% — A sped-up video of GPT-5.6 Sol attempting to solve puzzles in the ARC-AGI-3 benchmark, with the official harness (left) …
More: The Decoder. X: @thsottiaux, @openai, @kimmonismus, @rohanpaul_ai, @thsottiaux, @_xjdr, @realchillben, @sama, @emollick, @daniel_mac8, @dbredvick, @teortaxestex, @scaling01, @steipete, @ns123abc, @charliermarsh, @chrisgpt, and @openai. Mastodon: @carnage4life@mas.to
| Te-Ping Chen / Wall Street Journal: |
Stripe says thousands of solo operators on its service generate $1M+ in annual revenue, and those making $10M+ nearly tripled between 2023 and 2025, aided by AI — AI tools make it easier for founders to get started alone, and many stay that way as they grow
More: Mirror
| Sean Hollister / The Verge: |
The US FCC's ban on foreign “advanced robotic devices” covers any new ground-based, software-controlled wireless robot over 4.4 pounds, including robot vacuums — Did you hear it was just a ban on Chinese humanoid robots? It's not. … But spying doesn't require legs — and neither does the FCC's robot ban.
More: MacRumors, CNET, Ars Technica, ZDNET, Federal Communications Commission, TalkAndroid.com, Dexerto, Android Headlines, Ace of Spades HQ, Neowin, Digital Trends, Straight Arrow, The Decoder, T3, Tom's Guide, Tom's Hardware, Boing Boing, PCMag, The Overspill, Android Authority, Gizmodo, 9to5Mac, 9to5Google, and Engadget
X: @raywongy. Bluesky: @aaronrosspowell.com. Forums: r/NARWAL, r/politics, r/RobotVacuums, r/Roborock, r/technology, r/technology, Slashdot, and Ars OpenForum
| Anissa Gardizy / Wall Street Journal: |
Sources: a group of banks is in talks to lend $15B to Nexus to build a Texas data center; Anthropic will lease it and Google has provided financial guarantees — Google's guarantees of power and lease obligations would help developer secure financing for the 1.6-gigawatt Texas project| Sri Muppidi / New York Times: |
Simile, which offers “agentic twins” of real people to assess companies' products, brands, and services, raised $200M led by Greenoaks at a $2B valuation — Simile, a fast-growing start-up, says it can provide companies with accurate insights by surveying millions of A.I.-generated consumers.
More: TechCrunch, Simile, RuntimeWire, FinSMEs, and Pulse 2.0
| Bloomberg: |
Sources: DeepSeek plans to build a 1 GW data center in Inner Mongolia and aims to bring at least part of its capacity online by the end of 2027 or early 2028 — China's DeepSeek is planning a massive artificial-intelligence data center in Inner Mongolia, according to people familiar with the matter … | Zachary Skidmore / DatacenterDynamics: |
Google-backed nuclear fusion company Commonwealth Fusion Systems raised $1B, after raising a $1.8B Series B in 2021 and $863M in 2025, and plans a 2030s launch — Has now raised $4bn, the most of any fusion company — Google-backed nuclear fusion company Commonwealth Fusion Systems (CFS) … | Edith Hancock / Wall Street Journal: |
The EU formally launches a bidding process to build AI Gigafactories, expecting to unlock €30B of investments, closing on November 12 with awards in early 2027 — The commission expects the call to unlock around $34.40 billion in investment — The European Union formally launched …
More: European Commission, Reuters, Sifted, Politico, Silicon Republic, and Euronews
| David Gewirtz / ZDNET: |
Google integrates Nano Banana 2 into Google Earth via a new Create Image button, letting users prompt to create infographics or visual alterations of locations — ZDNET's key takeaways — Google Earth can now generate AI images with Nano Banana. — The tool is entertaining, but weak for serious geographic work.| Dwarkesh Patel / Dwarkesh Podcast: |
How compute could become 10x+ costlier as AI capabilities and monetization outpace supply, and a look at the implications if Anthropic hits $1T in 2027 revenue — If a human-level software engineer that could run on an H100 equivalent, at current market rates for software engineers, that H100 should rent for over $250k a year.
X: @dwarkesh_sp, @dwarkesh_sp, @gavinsbaker, @hersh_desai, @levie, @nicbstme, @thestalwart, @kylereidhead, @tokenbender, @dwarkesh_sp, @toptickcrypto, @cryptopunk7213, @midwit_capital, @thestalwart, @daniel_mac8, @taliagold, @phl43, @8teapi, @devahaz, @downingark, @dwarkesh_sp, @politicalkiwi, @distributionat, and @quantian1
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