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August 28, 2026, 10:20 PM
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memeorandum
WeSmirchTop News
| OpenAI: |
OpenAI says it plans to stop providing its models to Cursor from November 12, as “we cannot be confident that SpaceX will use our technology within our ToS” — Today, we notified SpaceX that we intend to wind down our contract providing OpenAI models to Cursor, with a proposed shutoff date of November 12, 2026.
More: Reuters. X: @antoniogm, @isidentical, @weswinder, @yuchenj_uw, @jumperz, @theo, @thsottiaux, and @openai. Forums: r/cursor
| Sean O'Kane / TechCrunch: |
a16z creates a $1.1B Machine Age fund focusing on hardware to “open the throttle and accelerate the physical buildout of AI” — Andreessen Horowitz has launched a new “Machine Age” fund with $1.1 billion raised. The firm's aim with the new fund is to “open the throttle and accelerate the physical buildout of AI.”
More: Andreessen Horowitz, The Information, SiliconANGLE, PitchBook, RuntimeWire, Wall Street Journal, PYMNTS, and Bloomberg
X: @naveengrao, @liangsays, @espricewright, @martin_casado, @davidgeorge83, @richardzphotoz, @joshelman, @jesslionness, @bhorowitz, @shinedush1, @lishali88, @bornsteinmatt, @raghuraghuram, @eriktorenberg, @jayrughani, @nmasc_, @seema_amble, @katiekirsch, @a16z, and @aleximm. LinkedIn: Guido Appenzeller
| Frederic Lardinois / The New Stack: |
Z.ai releases GLM-5.3's weights under a new license requiring companies with $10B+ in revenue over 12 months to pass Z.ai's security review to host the model — Z.ai put the GLM-5.3 weights on Hugging Face, but dropped the MIT license. Providers above $10 billion in revenue now need a security review.
More: Hugging Face, New York Times, Hugging Face, TechCrunch, RuntimeWire, and Tech Times
X: @zai_org, @atomic_chat_hq, @eliebakouch, @presidentlin, @_nathancalvin, @emollick, @perplexity_ai, @zixuanli_, and @philipkiely. Forums: Hacker News
| Lauren McCarthy / New York Times: |
An appeals court rules states can regulate prediction markets, finding Kalshi's sports event contracts are bets, not swaps, and subject to state gambling laws — The outcome contradicted an earlier appeals court decision. Federal regulators said the split rulings called for resolution by the Supreme Court.| Alexandra S. Levine / Bloomberg: |
Meta intensifies its pressure campaign on TikTok and YouTube, running full-page ads in US newspapers demanding they adopt comparable teen safety protections — Meta Platforms Inc. is intensifying its public pressure campaign on TikTok and YouTube, running full-page advertisements …
More: Business Insider, The Hill, Mobile Dev Memo, Bloomberg Law, Breitbart, CNBC, and New York Times
X: @mikeisaac, @ashwinramaswami, @jason_kint, @blaw, @larakiara, @taylorlorenz, @eric_seufert, @mikeisaac, @gergelyorosz, and @ali_lev. LinkedIn: Alexandra Levine. Threads: @taylorlorenz
| Reuters: |
CXMT sues the Pentagon over its Chinese military company designation, saying it isn't affiliated with the Chinese military and its chips aren't for military use — China's top memory chipmaker, ChangXin Memory Technologies (688825.SS), sued the Pentagon on Friday over being placed on a list … | Emily Forgash / Bloomberg: |
Shares of French quantum computing company Pasqal closed up 95% in their Nasdaq debut on Friday following a merger with a SPAC — Pasqal Holding SA soared in its first day of trading after the quantum computing company went public in New York via a merger with a blank-check firm …
More: Reuters, Barron's Online, eeNews Europe, and Finimize
| Joe Guszkowski / Restaurant Business: |
Owner, which makes AI agents that manage restaurants' websites, marketing, and other functions, raised a $240M Series D at a $2.3B valuation — The funding, led by Goldman Sachs Alternatives, will help Owner develop AI agents for independent restaurants. — Rob Lehman (Owner president and COO) … | Ayden Runnels / The Texas Tribune: |
Texas Gov. Greg Abbott orders state agencies to pause funding for Flock cameras; an investigation found an agency allocating $30M+ to build Texas' Flock network — The order came as The Texas Tribune was preparing to publish an investigation detailing how a state agency has devoted … | Flavio Copes: |
A deep dive into Grok Bot, including its architecture, use cases, and alternatives, as xAI adds shareable bot templates and online purchases through Stripe Link — A detailed Grok Bot guide covering setup, persistent computers, skills, routines, templates, approvals, real use cases, limits, pricing, and alternatives.
More: Greg Isenberg on YouTube, RuntimeWire, and xAI
X: @bot, x.com, @yunta_tsai, @profbuehlermit, @stripe, @nickgraynews, @a16z, @patrickc, @gergelyorosz, @clairevo, @benjitaylor, @martin_casado, @a16z, @hnshah, @laurenleeplace, @elonmusk, @bot, @adamludwin, @bot, @gergelyorosz, @mvanhorn, @yunta_tsai, @naoufal_elh, @naoufal_elh, @mvanhorn, @mvanhorn, @gergelyorosz, @elonmusk, @gergelyorosz, @poteto, @tetsuoai, @gavinsbaker, @deryatr_, @jason, @pitdesi, @jason, @yrechtman, @gavinsbaker, @mntruell, @leerob, @link, @gregisenberg, @flaviocopes, @jason, @deryatr_, @ericzakariasson, @gergelyorosz, @flaviocopes, and @benln
| Ngai Yeung / Endpoints News: |
Metriport, whose tools help doctors retrieve patient data, raised $26M in Series A and seed funding led by Matrix GP TJ Parker, taking its total raise to $28.4M — Matrix led the Series A round, with additional ... Sign up to read this article for free.| VideoCardz.com: |
Modders get an experimental version of Nvidia's DLSS 5 Neural Rendering library running in over a dozen games after it leaked in NBA 2K27's early access build — DLSS 5 mod spreads to Cyberpunk 2077, RDR2, TLOU2, Wukong and more — It took modders only hours to get the leaked NVIDIA DLSS …
More: Kotaku, VideoCardz.com, gabdeg on YouTube, PureDark on YouTube, Notebookcheck, Digital Dreams on YouTube, RTX5070TILOVER on YouTube, Jessica Natalia Mods on YouTube, VideoCardz.com, r/nvidia, Dexerto, IGN, The Verge, Frozburn on YouTube, Polygon.com, XDA Developers, Wccftech, BGR, Creative Bloq, SwurvGaming on YouTube, KitGuru, Tom's Hardware, VideoCardz.com, GamesRadar, and Rock, Paper, Shotgun
X: @swurvgaming, @swurvgaming, @planogaming, @nieamart, @soundoriented, @dvesf_yt, @grummz, @compusemble, @thegameverse, @grummz, @faizkyokaz, @boatsthisway, @swurvgaming, @genki_jpn, @dvesf_yt, @hdrgameanalysis, @mrpyo1, @pirat_nation, @samueldeats, @iaklsydney, @isthisa3dmodel, @thencsmaster, @deggerdevi36465, and @iaklsydney
Forums: r/controlgame, r/nvidia, r/nvidia, r/nvidia, r/GameFeed, r/TechHardware, and r/ItalyHardware
| Fin / @fi56622380: |
Unlike internet's one-dimensional, flat-fee growth, AI grows across two exponentials, user penetration and tokens per user, allowing AI labs' economics to work — The next ARR growth engine after coding, the AI infra bubble, the Economics of open vs. closed source model Why is the AI semi buildout longer than the internet buildout?| Emily Graffeo / Bloomberg: |
Sources: AI cloud computing provider Lambda raised ~$1B of private short-dated debt to finance the purchase of Nvidia GPUs, which will be leased by Microsoft — Lambda Inc., an AI cloud-computing provider backed by Nvidia Corp., has raised about $1 billion of private short-dated debt … | Bloomberg: |
Tencent releases Hy4 Preview, a 770B-parameter open model with a 1M context window, and says it narrowly beat GLM-5.3 and Kimi K3 in internal engineering tests — Tencent Holdings Ltd. released a foundation model it says outperforms rivals Z.AI Co. and Moonshot AI in internal tests …
More: WOWTALE, Reuters, The Information, and TechNode
| Sydney Bradley / Business Insider: |
Filing: Lone Palm Labs, the startup behind friend-focused photo sharing app Retro, raised a $21M+ Series A from Thrive Capital and others — There's a social media app I like using more than Instagram or TikTok — and it's attracted serious investor interest.
More: TechCrunch and RuntimeWire
| Todd Spangler / Variety: |
Apple TV raises prices in the US, with the monthly price up by $2 to $14.99, its fourth increase in four years; the individual Apple One tier rises $2 to $21.95 — Tech giant also ups price of Apple One multi-service bundle's individual plan — It's going to cost Americans a few more bucks to watch …
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X: @matthewkeyslive, @bzamayo, @film_girl, @film_girl, @robertjbye, @9to5mac, @dannymanus, and @film_girl
Forums: r/LAGalaxy, r/popculturechat, r/tmobile, r/ChaseSapphire, r/formula1, r/MLS, r/apple, r/tvPlus, r/technology, r/movies, and MacRumors Forums
| Jiyoung Sohn / Wall Street Journal: |
South Korea unveils a project with KT, SK Telecom, and Kakao to provide premium AI tools to the public for free, a move that treats AI like a public utility — Seoul wants to direct use of homegrown AI chatbots to reduce reliance on U.S. or Chinese options, footing the bill and offering unlimited tokens| Paresh Dave / Wired: |
Sources: Meta is testing robots from ABB and others to handle data center tasks such as swapping cables and resetting servers as it seeks to lower labor costs — The company is testing robots that can swap cables, reset servers, and take on other tasks performed by technicians …
More: Decrypt and iPhone in Canada
Bluesky: @tnewmsblues, @five-oclick-tech, @carljanderson, @gearcinco, and @evasmorris
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