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Looks like they finally got around to suing that Palworld game. Google volunteered to break up some of its businesses but the EU said no. AI is coming to YouTube in a big way. A new social media platform that is ENTIRELY AI. And Amazon wants to get into the Shark Tank business. Sponsors: LinkedIn.com/ride Links: Nintendo and Pokémon are suing Palworld maker Pocketpair (The Verge) Exclusive: Google offered to sell part of ad tech business, not enough for EU publishers (Reuters) YouTube will use AI to generate ideas, titles, and even full videos (The Verge) Apple Gets EU Warning to Open Up iPhone Operating System (Bloomberg) Musk's satellites 'blocking' view of the universe (BBC) SocialAI offers a Twitter-like diary where AI bots respond to your posts (TechCrunch) Amazon’s New ‘Shark Tank’-Style Show Gives Winners Top Billing in Its Store (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices

Messages between Android and iOS are about to be encrypted. A new XR headset from HTC and new Spectacles from Snap. A big movie studio has signed up to use AI. Neuralink has implants for blindness. And why I’m kinda NOT gonna do a review roundup of the new iPhones. Sponsors: Ramp.com/techmeme Links: RCS texts on the iPhone aren’t encrypted now, but that could change (The Verge) Here’s how green bubbles are getting upgraded in iOS (The Verge) HTC Vive's Focus Vision is a $999 stab at high-end VR and mixed reality (Engadget) Snap’s new Spectacles inch closer to compelling AR (The Verge) Instagram, Facing Pressure Over Child Safety Online, Unveils Sweeping Changes (NYTimes) Lionsgate, Studio Behind ‘John Wick,’ Signs Deal With AI Startup Runway (WSJ) Musk's Neuralink gets FDA's breakthrough device tag for 'Blindsight' implant (Reuters) Apple iPhone 16 Pro review: small camera update, big difference (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

Intel announces a bunch of ways its hoping to turn its business around sooner rather than later. Is OpenAI about to have its chat bots query you? The whole TikTok divestment case is coming to a head right now. And speaking of turn arounds, darn if Netflix didn’t pull ITS turnaround off perfectly. Hollywood, not so much. Sponsors: Shopify.com/ride Links: Intel stock jumps on plan to turn foundry business into subsidiary and allow for outside funding (CNBC) Intel to Make Custom AI Chip for Amazon, Delay German Plant (Bloomberg) EssilorLuxottica extends smart glasses partnership with Meta (Reuters) OpenAI Says It's Fixed Issue Where ChatGPT Appeared to Be Messaging Users Unprompted (Futurism) TikTok is about to get its day in court (The Verge) Judges Show Some Skepticism of TikTok’s Fight Against Potential U.S. Ban (NYTimes) How Netflix won the streaming wars (FT) Learn more about your ad choices. Visit megaphone.fm/adchoices

A bunch of Apple stories today. FDA approval for sleep apnea detection for the watch. Signs of poor pre-order sales for the phone. And a quick review of the new Airpods. Also, how did Intel lose out on making the chips for the next gen Playstation. And are dating apps responsible for income inequality? Sponsors: ArcticWolf.com/register Links: Apple Watch sleep apnea detection gets FDA approval (TechCrunch) iPhone 16 first weekend pre-order analysis: estimated total sales of about 37 million units; Pro series demand lower than expected (Ming-Chi Kuo) France picks Sejourne as nominee for EU Commission after Breton clash (Reuters) Slack now lets users add AI agents from Asana, Cohere, Adobe, Workday and more (VentureBeat) Exclusive: How Intel lost the Sony PlayStation business (Reuters) Apple AirPods 4 review: defying expectations (The Verge) Online Dating Caused a Rise in US Income Inequality, Research Paper Shows (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices

The first of the Strawberry models is here. YC plans to have four cohorts a year, but each one is getting smaller. Waymo is already ready to expand to more pretty big markets. And in the long reads, a deep dive look into the options Intel has at this point in time. Sponsors: HensonShaving.com/ride code ride Links: OpenAI releases o1, its first model with ‘reasoning’ abilities (The Verge) Notes on OpenAI’s new o1 chain-of-thought models (Simon Willison's Weblog) OpenAI's new models 'instrumentally faked alignment' (TransformerNews) Apple AirPods Pro granted FDA approval to serve as hearing aids (TechCrunch) Silicon Valley’s Y Combinator to Double Number of Cohorts Per Year (Bloomberg) Weekend Longreads Suggestions: Intel Has Only Tough Options After Its Long and Stinging Fall From Grace (Bloomberg) Link to the twitter poll about ads Learn more about your ad choices. Visit megaphone.fm/adchoices

As expected, OpenAI is in talks for a new capital raise at a $150B valuation. More layoffs in Microsoft’s gaming division. More holes poked in our creaking internet infrastructure. The tiny SpaceX competitor who’s stock has been soaring lately. And a look at what Apple’s recent AirPods announcement could do to the hearing aid industry. Links: OpenAI Fundraising Set to Vault Startup’s Valuation to $150 Billion (Bloomberg) The AI Spending Spree, in Charts (WSJ) Microsoft Lays Off Another 650 Staff From Its Video Game Workforce, Xbox Boss Phil Spencer Sends Memo to Staff (IGN) Rogue WHOIS server gives researcher superpowers no one should ever have (ArsTechnica) Adam Neumann’s Climate Company Is Issuing Refunds After Failing To Launch Crypto Token (Forbes) SpaceX’s Tiny Rival Soars 1,300%. Now Comes the Satellite Launch (Bloomberg) Apple turning AirPods into hearing aids underscores effort to crack massive health market (CNBC) Learn more about your ad choices. Visit megaphone.fm/adchoices

Mistral goes multimodal for the first time. Meta admits to scraping the data of every adult Australian. The details on the new PS5 Pro. Wouldn’t it be wild if, through stablecoins, crypto BECOMES the banking system instead of replacing it. And a weird mystery in AI land. Sponsors: Promevo.com/techmeme Links: Mistral releases Pixtral 12B, its first multimodal model (TechCrunch) Facebook admits to scraping every Australian adult user's public photos and posts to train AI, with no opt-out option (ABC News) The $700 PS5 Pro doesn’t come with a disc drive (The Verge) Exclusive Hands-On: I Played Sony's All-New PS5 Pro (CNET) Americans used record 100 trillion megabytes of wireless data in 2023 (Reuters) Payments in Singapore With Stablecoins Rise to Almost $1 Billion (Bloomberg) Reflection 70B model maker breaks silence amid fraud accusations (VentureBeat) Learn more about your ad choices. Visit megaphone.fm/adchoices

Apple loses its longest standing regulatory battle in the EU. Some drips and drabs from yesterday’s iPhone event. Would a phone you can fold three times be more enticing than a phone that folds two times? And are we about to see that new Strawberry AI model from OpenAI by the end of the month? Sponsors: Timeline.com/ride Links: Apple must pay 13 billion euros in back taxes, EU’s top court rules (CNBC) iPhone 16 battery life: How much better is it? (9to5Mac) Huawei launches $2,800 trifold phone hours after Apple debuts iPhone 16 (CNBC) Oracle’s Missteps in Cloud Computing Are Paying Dividends in AI (WSJ) New Details on OpenAI’s Strawberry; Apple’s Siri Makeover; Larry Ellison Doubles Down on Data Centers (The Information) Audible to Start Generating AI Voice Replicas of Select Audiobook Narrators (Bloomberg) JPMorgan Plans to Report Customers Who Exploited TikTok ‘Glitch’ to Authorities (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices

All the headlines from today’s iPhone event. It IS interesting the degree to which Elon’s various businesses have potential synergy. The Times digs into the content on Telegram and says, it ain’t pretty. And e-bikes seem to be back. In London, at least, anyway. Links: Apple Announces iPhone 16 Pro and iPhone 16 Pro Max with Larger Displays, New Camera Control, and More (MacRumors) Apple announces iPhone 16: camera button, new colors, AI features (9to5Mac) AirPods Pro 2 adds ‘clinical grade’ hearing aid feature (9to5Mac) Musk’s xAI Has Discussed Deal for Share of Future Tesla Revenue (WSJ) How Telegram Became a Playground for Criminals, Extremists and Terrorists (NYTimes) London e-bike boom leads to clashes with councils (Financial Times) Learn more about your ad choices. Visit megaphone.fm/adchoices

Pavel Durov speaks, and Telegram blinks, both for the first time since the French arrest. Are XR glasses tethered to smartphones the next big product category? What if your smartphone could cure your vision problems? And in the longreads, if Waymo is about to scale, what, exactly, is the business model, long-term? Links: Pavel Durov: Telegram founder says France arrest is ‘misguided’ (The Guardian) Exclusive: Qualcomm explores acquiring pieces of Intel chip-design business (Reuters) Qualcomm says it’s working on mixed reality smart glasses with Samsung and Google (CNBC) Review: Honor Magic V3 (Wired) Exclusive: Honor's latest devices use AI to try to reverse nearsightedness (Android Central) Weekend Longreads Suggestions: Waymo’s Robot Taxis Are Almost Mainstream. Can They Now Turn a Profit? (NYTimes) When the Bitcoin Scammers Came for Me (The Atlantic) Among the Idlers (Curbed) Learn more about your ad choices. Visit megaphone.fm/adchoices

The DOJ says it has taken down a big election influence campaign allegedly directed by Russia. The Internet Archive loses a big case. Android 15 is here. And two really interesting new gadgets, one I probably need to buy and one I want to buy but probably won’t. Sponsors: LinkedIn.com/ride Links: Biden administration announces major actions to tackle Russian efforts to influence 2024 election (CNN) The Internet Archive Loses Its Appeal of a Major Copyright Case (Wired) Android 15 will be available on supported Pixel devices in the coming weeks (TechCrunch) DJI Neo hands-on: A powerful and lightweight $200 drone (Engadget) The Remarkable Paper Pro is as outrageous as it is luxurious (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

SpaceX has agreed to block access to X, in Brazil, on Starlink. Looks like YubiKeys are hackable. Who is the mystery platform looking to expand AI datacenters at an historic scale? And the Catch 22 that Intel is in. They need CHIPS Act money, but can their troubles mean the CHIPS Act money shouldn’t be spent on them? Sponsors: Ramp.com/techmeme Lumen.me/ride Links: Starlink backtracks, complies with order blocking X in Brazil, says regulator (Reuters) No X in Brazil? No problem, Brazilians say. (Washington Post) Microsoft to announce ‘next phase of Copilot’ on September 16th (The Verge) YubiKeys are vulnerable to cloning attacks thanks to newly discovered side channel (ArsTechnica) Nvidia Gets DOJ Subpoena in Escalating Antitrust Probe (Bloomberg) Two AI Developers Are Plotting $125 Billion Supercomputers (The Information) Exclusive: Intel manufacturing business suffers setback as Broadcom tests disappoint (Reuters) Intel’s Money Woes Throw Biden Team’s Chip Strategy Into Turmoil (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices

We missed a pretty big story this weekend. X getting banned in Brazil. I’ll try to catch you up on all the contours of this. Canva’s raising prices and it’s pissing people off because, I mean, they are REALLY raising prices. And the two pretty big success stories in crypto this year that we haven’t spoken about yet. Sponsors: DataTribe.com/challenge Hims.com/ride Links: Brazil’s Most Powerful Judge Is in the Spotlight—Again (Americas Quarterly) How Brazil’s Experiment Fighting Fake News Led to a Ban on X (NYTimes) Canva says its AI features are worth the 300 percent price increase (The Verge) HP to Pursue $4 Billion Damages After Mike Lynch Yacht Death (Bloomberg) Pump.fun surpasses $100 million in revenue as Polymarket outshines NFTs in August (The Block) Learn more about your ad choices. Visit megaphone.fm/adchoices

At this point it would be quicker to name the big tech company that’s NOT investing in OpenAI’s latest round. Amazon’s new Alexa service is just going to be Anthropic’s Claude in drag disguise I guess. I’m starting to get really worried about Intel y’all. And, of course, The Weekend Longreads Suggestions. Links: OpenAI Funding Round Tempts Nvidia as Big Tech Leans on ChatGPT (Bloomberg) Apple, Nvidia Are in Talks to Invest in OpenAI (WSJ) Ask Claude: Amazon turns to Anthropic's AI for Alexa revamp (Reuters) ChatGPT’s weekly users have doubled in less than a year (The Verge) Intel Weighs Options Including Foundry Split to Stem Losses (Bloomberg) Weekend Longreads Suggestions: Sunk cost (the Open Sea story) (The Verge) The secret inside One Million Checkboxes (eieio.games) I Watched Footage of Jerry Lewis’s Unreleased 1972 Holocaust Film (The New Republic) End of the Road: An AnandTech Farewell (AnandTech) Learn more about your ad choices. Visit megaphone.fm/adchoices

Nvidia’s earnings were huge but because they didn’t manage to beat the biggest expectations out there, it’s kind of a miss? Pavel Durov has been formally charged by France. Does TikTok fall outside of Section 230 protection? And it seems like the effort by the car companies to wean themselves off of smartphone tech is… not going great. Links: Nvidia’s CEO Says New Chip Will Have ‘Lots and Lots’ of Supply (Bloomberg) Telegram CEO Charged in France for Crimes Committed on His App (Bloomberg) TikTok must face lawsuit over 10-year-old girl's death, US court rules (Reuters) OpenAI in Talks for Funding Round Valuing It Above $100 Billion (WSJ) Top Movie Piracy Ring Taken Down, Major Studios’ Enforcement Group Claims (The Hollywood Reporter) GM's 'Google Built-In' Is Glitchy, Requires A Subscription To Use Google Maps (Jalopnik) Learn more about your ad choices. Visit megaphone.fm/adchoices

I explain why everyone has been posting strawberries in AI circles. It’s cause of a potential new breakthrough at OpenAI. Cerebras launches the first new AI chip competition to Nvidia. China has reportedly burrowed into US ISPs. And continuing interesting details pouring out of that Pavel Durov situation. Sponsors: Timeline.com/ride Links: OpenAI Shows ‘Strawberry’ AI to the Feds and Uses It to Develop ‘Orion’ (The Information) OpenAI Races to Launch ‘Strawberry’ Reasoning AI to Boost Chatbot Business (The Information) Cerebras Systems throws down gauntlet to Nvidia with launch of ‘world’s fastest’ AI inference service (SiliconAngle) Chinese government hackers penetrate U.S. internet providers to spy (Washington Post) Google Meet’s automatic AI note-taking is here (The Verge) Instagram adds what photos have always needed: words (The Verge) Telegram Founder Was Wooed and Targeted by Governments (WSJ) Can Tech Executives Be Held Responsible for What Happens on Their Platforms? (NYTimes) Learn more about your ad choices. Visit megaphone.fm/adchoices

As more details come out about the arrest of the founder of Telegram, a deeper look at Pavel Durov himself. We have the date of the iPhone event. We have a new record gaming number from Steam. And are Apple’s experiment with big budget Hollywood movies losing them bucket loads of money? Sponsors: DataTribe.com/challenge Thorne.fit/ridehome Links: Telegram Founder’s Arrest Part of Broad Investigation, French Prosecutors Say (NYTimes) Macron loves Telegram. French judges hate it. (Politico) How Telegram’s Founder Went From Russia’s Mark Zuckerberg to Wanted Man (NYTimes) Steam surpasses 37 million concurrent users for the first time ever thanks to Black Myth: Wukong (PC Gamer) Anthropic publishes the ‘system prompts’ that make Claude tick (TechCrunch) Apple Rethinks Its Movie Strategy After a String of Misses (NYTimes) Learn more about your ad choices. Visit megaphone.fm/adchoices

French authorities have arrested Telegram CEO Pavel Durov. Chinese tech companies are spending like crazy on AI too, btw. What are the smart glasses and VR gear Meta is poised to give us next month? And Nvidia might make you rich, but it still seems like a bear of a place to work at. Sponsors: Lumen.me/ride Links: Telegram CEO Held Over Alleged Child Protection Failures on App (Bloomberg) Telegram messaging app CEO Durov arrested in France (Reuters) Is Telegram really an encrypted messaging app? (Matthew Green) China’s tech giants splash out on AI despite US restrictions (Financial Times) Apple Explores Robotics in Search of Life Beyond the iPhone (Bloomberg) Nvidia Rally Mints Millionaires Too Busy to Bask in New Wealth (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices

Breaking down the Crowdstrike outage with Overmind.tech Learn more about your ad choices. Visit megaphone.fm/adchoices

Microsoft deprecating a feature that it launched back in 1985. There’s a pretty big loophole that is still letting China use H100 chips. The weird saga evolving over at Bolt. And, of course, the Weekend Longreads Suggestions. Links: Microsoft finally officially confirms it's killing Windows Control Panel sometime soon (Neowin) Exclusive: Chinese entities turn to Amazon cloud and its rivals to access high-end US chips, AI (Reuters) AI-powered coding pulls in almost $1bn of funding to claim ‘killer app’ status (Financial Times) Bolt investors baffled by massive new deal proposal (Axios) Ryan Breslow’s ‘Lead Investor’ Blindsided By $450 Million Bolt Fundraise: ‘We Were Never In This Deal’ (Forbes) Weekend Longreads Suggestions: New Breed of EV Promises 700 Miles per Charge (Just Add Gas) (Bloomberg) Popping the Bubble of Noise-Cancelling Headphones (The New Yorker) Learn more about your ad choices. Visit megaphone.fm/adchoices

As Mike Lynch’s body is recovered off Sicily, a deeper look at what was a roller coaster of a life. More cross posting for Meta’s apps. We have a date for the re-release of Recall. Interesting executive shuffle at Apple. And more data showing the degree to which free streaming is upending the Streaming Wars. Sponsors: QualiaLife.com/ride Links: Bodies of Mike Lynch and four yacht guests pulled from Bayesian wreck (Financial Times) Mike Lynch’s journey from tech founder to long legal battle (Financial Times) Meta lets you cross-post from Instagram and Facebook to Threads. Here’s how to do it. (TechCrunch) Microsoft’s Recall AI feature won’t be available for Windows testers until October (The Verge) Neuralink Says Second Brain Device Implant ‘Went Well’ (Bloomberg) Apple’s App Store Head to Leave in Reorganization Amid Global Scrutiny (Bloomberg) Report: “FAST correcting issues that VoD created” (Advanced Television) Learn more about your ad choices. Visit megaphone.fm/adchoices

AI news has been a bit quiet for a little while now, but the headlines came roaring back today. More evidence Waymo might be having some sort of tipping point. Can we really get 3D without the need to wear glasses? And the the interesting raise startup that is actually, literally, going to the moon, not in a figurative sense. Sponsors: LinkedIn.com/ride Links: Gemini in Gmail can now help polish up your drafts (The Verge) Microsoft releases powerful new Phi-3.5 models, beating Google, OpenAI and more (VentureBeat) OpenAI makes fine-tuning for GPT-4o customization generally available (SiliconAngle) Waymo says it has doubled its weekly paid robotaxi trips to 100,000 since May (CNBC) Samsung’s new Odyssey monitor lets you play games in glasses-free 3D (The Verge) Microsoft Teams’ new single app for personal and work is now available (The Verge) Big Tech’s bid to rewrite the rules on net zero (Financial Times) Starpath accelerates moon water mining plans with $12M in funding (TechCrunch) Learn more about your ad choices. Visit megaphone.fm/adchoices

New Raspberry Pi 5. Waymo’s rolling out its new self-driving tech. A major developer draws plaudits for going anti-AI. The tragic and odd story of that tech exec who is missing after his yacht sank. And after six months, how is the Apple Vision Pro evolving? What if it kind of isn’t? Sponsors: TakeThesis.com code RIDE Links: Raspberry Pi 5’s new 2GB model benchmarked: Do you need 2, 4 or 8GB? : We test against the 4 and 8GB versions (Tom's Hardware) Waymo is developing a roomier robotaxi with less-expensive tech (CNBC) Procreate’s anti-AI pledge attracts praise from digital creatives (The Verge) Search continues for British tech magnate and 5 others after luxury superyacht sinks off Sicily (AP) Apple Vision Pro review: six month stasis (Apple Insider) Learn more about your ad choices. Visit megaphone.fm/adchoices

Is X closing up shop in Brazil? Remember how Apple is trying to make their own modems? How’s that going? Why is the online dating sector suddenly struggling? And could the next big advertising platform actually be Walmart? Sponsors: ArcticWolf.com/techmeme Links: X says it’s closing operations in Brazil (TechCrunch) AMD Buys AI Equipment Maker for Nearly $5 Billion, Escalating Battle With Nvidia (WSJ) Apple Is Playing the Long Game With Switch From Qualcomm Modems (Bloomberg) ‘Bumble fumble’: online dating apps struggle as people swear off swiping (The Guardian) How Walmart became a force in a $54bn retail advertising industry (Financial Times) Learn more about your ad choices. Visit megaphone.fm/adchoices

The Epic saga has reached a sort of conclusion. Epic saga. See what I did there? That California AI safety bill has been pruned a bit. You can now add you California drivers license to your smartphone wallet. And, of course, the Weekend Longreads Suggestions. Links: Fortnite Maker Epic Games Challenges Apple’s Dominance With New iOS App Store (Wired) California weakens bill to prevent AI disasters before final vote, taking advice from Anthropic (TechCrunch) Exclusive: Apple, Google wallets to carry California driver's licenses (Axios) Weekend Longreads Suggestions: Inside the Snowflake-Databricks Rivalry, and Why Both Fear Microsoft (Bloomberg) The Little Streamer That Could (NYTimes) Your Air Conditioner Is Lying to You (The Atlantic) Learn more about your ad choices. Visit megaphone.fm/adchoices

The new version of Grok will pretty much let you make an AI image of anything or anyone. More rumors of an iPad/robot/smart home hybrid from Apple. Masa Son wanted Intel to spin up a competitor to Nvidia, but Intel reportedly couldn’t hack it. And is Sonos going to just say, heck with it, and re-release their old app that actually worked? Sponsors: Acorns.com/ride Links: X’s new AI image generator will make anything from Taylor Swift in lingerie to Kamala Harris with a gun (The Verge) Apple Pushes Ahead With Tabletop Robot in Search of New Revenue (Bloomberg) Apple is finally going to open up iPhone tap-to-pay (The Verge) The FTC finalizes its rules clamping down on fake online reviews (Engadget) SoftBank discussed AI chips tie-up with Intel to rival Nvidia (Financial Times) Sonos considers relaunching its old app (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

All the details from yesterday’s pixel event, but especially the AI features that show how far ahead Google is. At least when it comes to putting AI on phones. We have official post quantum computing cryptography standards. And why they’re using iPhones to make offsides calls in soccer this season. Sponsors: DataTribe.com/challenge Hims.com/ride Links: The Google Pixel 9’s AI Camera Features Let You Reshape Reality (Wired) Google Gemini’s voice chat mode is here (The Verge) Apple relents and approves Spotify app with EU pricing (The Verge) The first post-quantum cryptography standards are here (TechCrunch) The English Premier League Will Ditch Its Hated VAR Offside Tech for a Fleet of iPhones (Wired) Fantasy League Links: https://fantasy.premierleague.com/leagues/auto-join/s5r9c8 Code: s5r9c8 https://fplchallenge.premierleague.com/leagues/auto-join/8znkcc Code: 8znkcc Learn more about your ad choices. Visit megaphone.fm/adchoices

Patreon is forced to change how it does things because Apple finally came to claim their vig. Have basically all our social security numbers been leaked? Crowdstrike owns its mistakes in person. And even if you build it, the chip factories might not come if nobody shows up to work. Sponsors: HensonShaving.com/ride and code ride Shopify.com/ride Links: Apple says Patreon must switch to its billing system or risk removal from App Store (TechCrunch) ‘Apple’s Requirements to Hit Creators and Fans on Patreon’ (Daring Fireball) Hackers leak 2.7 billion data records with Social Security numbers (BleepingComputer) FBI probing alleged Iran hack attempts targeting Trump, Biden camps (Washington Post) CrowdStrike Exec Shows Up to Accept 'Most Epic Fail' Award in Person (PCMag) TikTok comes for messaging apps with the addition of group chats (TechCrunch) Chipmakers face a labour crisis (Financial Times) Learn more about your ad choices. Visit megaphone.fm/adchoices

Hey, want to know the iPhone product road map for the next year or so? I wonder why that’s coming out today? Instagram is copying something it forgot to copy from Snapchat. Celsius wants a ton of bitcoin back from Tether. Flux continues to wow, and is Iran the biggest cyber threat of this election year. Sponsors: Ramp.com/techmeme WashingtonPost.com/ride Links: Apple’s iPhone 16 Will Keep Sales Stable Until Bigger Changes Arrive (Bloomberg) Instagram is testing its own take on Snap Map (The Verge) Amid Layoffs and CPU Controversy, Intel Postpones Innovation Event (PCMag) Celsius targets Tether, Badger DAO, Compound, and Netanyahu's niece and nephew in lawsuits (The Block) Forget Midjourney — Flux is the new king of AI image generation and here’s how to get access (Tom's Guide) Iran Emerges as the Most Aggressive Foreign Threat to U.S. Election (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices

Apple’s new EU rules still aren’t acceptable to Spotify and Epic. Could we be getting a new, smaller Mac Mini this year? Perplexity AI is showing some real numbers in its effort to unseat Google Search. And, of course, the weekend longreads suggestions. Links: Apple announces new fee structure for apps in the EU that link out to the web for purchases (9to5Mac) Spotify and Epic Games call Apple’s revised DMA compliance plan ‘confusing,’ ‘illegal’ and ‘unacceptable’ (TechCrunch) Apple’s Mac Mini With M4 Chip Will Be Its Smallest Computer Ever (Bloomberg) ChatGPT now lets free users generate up to two images per day made by DALL-E 3 (The Verge) Perplexity’s popularity surges as AI search start-up takes on Google (Financial Times) Weekend Longreads Suggestions: Why are so many car YouTubers quitting? (The Verge) Moscow’s Spies Were Stealing US Tech — Until the FBI Started a Sabotage Campaign (Politico Magazine) Learn more about your ad choices. Visit megaphone.fm/adchoices

TikTok launches Spotlight. Meta’s budget kills a VR studio. Why did everyone think Logitech was going to create a mouse you had to pay a subscription to use? And did you know how big Anime is? I did not. Links: TikTok adds in-app hubs for videos about movies and TV shows (The Verge) Exclusive: Meta is closing a beloved first-party Quest studio (AndroidConnect) UK regulator launches formal probe into Amazon’s $4bn Anthropic deal (Financial Times) Humane’s daily returns are outpacing sales (The Verge) Logitech Insists It’s Not Making a Mouse With a Subscription Fee (Gizmodo) Anduril now valued at $14 billion, set to build autonomous weapons factories (Axios) Crunchyroll Passes 15 Million Monthly Paid Subscribers (The Wrap) Crunchyroll Is Thriving Thanks to Gen Z and Appointment Anime Viewing, COO Says (The Wrap) Learn more about your ad choices. Visit megaphone.fm/adchoices

Google’s new TV streaming appliance, plus lots of lot of Gemini stuff is coming to Google Home and Nest and such. Elon tries to get advertisers to come back to X by… suing them. That time Intel had a chance to invest in OpenAI. And what new products can Airbnb dream up to make more money? Links: The Google TV Streamer might be the Apple TV 4K rival we’ve been waiting for (The Verge) Gemini intelligence is coming to Google Home (The Verge) Scoop: X sues major brands, ad industry group for antitrust (Axios) ‘There’s no price’ Microsoft could pay Apple to use Bing: all the spiciest parts of the Google antitrust ruling (The Verge) How chip giant Intel spurned OpenAI and fell behind the times (Reuters) The limited edition OnePlus Open is the most striking foldable phone yet (The Verge) Airbnb details plans to expand beyond short-term rentals, including co-hosting and relaunching ‘experiences’ (TechCrunch) Learn more about your ad choices. Visit megaphone.fm/adchoices

Three big stories to catch you up on. A federal judge has ruled Google is an illegal monopoly. The Game Of Thrones style drama at OpenAI is just getting weirder. And what if all those weird acquihires in all but name are actually mercy killings? Sponsors: Lumen.me/ride Links: Google Monopolized Search Through Illegal Deals, Judge Rules (Bloomberg) Forget Apple, the biggest loser in the Google search ruling could be Mozilla and its Firefox web browser (Fortune) How the Google Antitrust Ruling May Influence Tech Competition (NYTimes) OpenAI co-founder Schulman leaves for Anthropic, Brockman takes extended leave (TechCrunch) Struggling AI Startups Look for a Bailout from Big Tech (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices

Why is OpenAI sitting on technology that could detect AI cheating? Why is Bitcoin so correlated to the stock market? Why is Elon restarting his lawsuit against OpenAI? Why are the Chinese launching a Starlink competitor? And are the go-go days for music streaming over? Sponsors: Dell.com/deals HelloMood.com code RIDE Links: There’s a Tool to Catch Students Cheating With ChatGPT. OpenAI Hasn’t Released It. (WSJ) Bitcoin tumbles below $50,000 for the first time since February (CNBC) Elon Musk Revives Lawsuit Against OpenAI and Sam Altman (NYTimes) China launches first satellites of constellation to rival Starlink, newspaper reports (Reuters) AI Chip Startup Groq Gets $2.8 Billion Valuation in New Funding Round (Bloomberg) Is the Music Industry Slowdown a Crisis or a Blip? (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices

So, tech earnings continued to be boring. Apple was fine. Amazon was not quite so fine. And then someone we don’t cover closely really messed the bed. I’ll tell you who. Are we starting to see the first next-generation AI startups? I’ll tell you about an interesting new model. And, of course, the Weekend Longreads Suggestions. Links: Amazon Beats On Earnings, Revenue Comes In Light Despite Strong Cloud Performance (Investor's Business Daily) Intel is laying off over 15,000 employees and will stop ‘non-essential work’ (The Verge) 23andMe Board Committee ‘Disappointed’ in CEO Anne Wojcicki’s Take-Private Proposal (Bloomberg) Stable Diffusion creators launch Black Forest Labs, secure $31M for FLUX.1 AI image generator (VentureBeat) Weekend Longreads Suggestions: A $500 Open Source Tool Lets Anyone Hack Computer Chips With Lasers (Wired) The AI Keeps Score (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

So I guess Zuck has convinced Wall Street that all the capex spending on AI is fine. How good a business is Tether? A gooooood business. The first arrival of Apple Intelligence is sort of a ho-hum for now. And how sports is completely transforming the streaming wars battlefield. Links: Meta’s Lesson in Allaying Wall Street’s A.I. Fears (Dealbook/NYT) Meta’s AI Costs Surge as Digital Advertising Revenue Grows (WSJ) Reddit CEO says Microsoft needs to pay to search the site (The Verge) Tether Nets $5B Profits This Year, Says Its US Debt Holdings Surpassed Germany's (CoinDesk) A first look at Apple Intelligence and its (slightly) smarter Siri (The Verge) Disney, Fox and Warner Bros. Discovery’s Sports Streamer Venu to Launch at $42.99 per Month (Variety) How the NBA’s Slam-Dunk Deals Will Reshape TV (The Hollywood Reporter) Learn more about your ad choices. Visit megaphone.fm/adchoices

Another big pullback of a major AI tool. Microsoft earnings. How CapCut is taking over the creator tools space. Amazon speedy delivery is rolling out to the nooks and crannies of North America. And the startup taking a new run at AI wearable hardware. Links: Meta Scraps Celebrity AI Chatbots That Fell Flat With Users (The Information) The Rise of ByteDance’s CapCut Threatens Adobe and Canva (Bloomberg) Amazon Pushes Fast Delivery Into Rural Areas in Challenge to Post Office (WSJ) Wear This AI Friend Around Your Neck (Wired) Video Announcing the Friend AI device Learn more about your ad choices. Visit megaphone.fm/adchoices

Perplexity wants to share ad revenue with publishers. But lots of AI companies are continuing to gamble with scraping. Meta’s new Segment Anything 2 model. AI influencers on Instagram. Canva makes an AI acquisition. And in non-AI news, Meta makes a huge settlement with Texas. Links: Perplexity is cutting checks to publishers following plagiarism accusations (The Verge) Websites are Blocking the Wrong AI Scrapers (Because AI Companies Keep Making New Ones) (404Media) Zuckerberg touts Meta’s latest video vision AI with Nvidia CEO Jensen Huang (TechCrunch) Instagram creators can now make AI doppelgangers to chat with their followers (Engadget) Canva acquires Leonardo.ai to boost its generative AI efforts (TechCrunch) Meta to pay $1.4 billion to settle Texas facial recognition data lawsuit (Reuters) Learn more about your ad choices. Visit megaphone.fm/adchoices

Apple Intelligence might be coming sooner than we dared hope. Might want to check your settings on X. The universe of alt coins is back. A big tech IPO coming from an unexpected source. And is that Galaxy Ring a thing or no? Links: Apple's AI Features Rollout Will Miss Upcoming iPhone Software Overhaul (Bloomberg) Elon Musk calls Grok 'the most powerful AI by every metric' but 'secretly' trains the new model with your X data by default (WindowsCentral) A Digital Coin Based on Baby Trump? Yup. (NYTimes) Honeywell Weighs Quantinuum IPO at $10 Billion Valuation (Bloomberg) Amazon Paid Almost $1 Billion for Twitch in 2014. It’s Still Losing Money. (WSJ) The Galaxy Ring keeps you in Samsung’s orbit (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

OpenAI takes on Google search directly. Another Hollywood strike with the same underlying causes. We know absolutely everything about the new Pixel 9 series already. Is WhatsApp finally catching on in the US? And, of course, the Weekend Longreads Suggestions. Sponsors: Thorne.fit/ridehome, promocode: ridehome. Links: OpenAI announces SearchGPT, its AI-powered search engine (The Verge) Video game performers will go on strike over artificial intelligence concerns (AP) [Exclusive] Google Pixel 9, Pixel 9 Pro Fold promo material reveals design, specs, AI, and other features (91Mobiles) Uber, Lyft, DoorDash Prevail in California Gig-Worker Ruling (Bloomberg) Mark Zuckerberg says WhatsApp has 100M monthly active users in the US (TechCrunch) Weekend Longreads Suggestions: Airbnb Hosts Want Guests to Come to Them Directly (Bloomberg) Physicists may now have a way to make element 120 – the heaviest ever (New Scientist) He says he invented Flamin’ Hot Cheetos. He didn’t, said Frito-Lay. Now he’s suing (LATimes) Learn more about your ad choices. Visit megaphone.fm/adchoices

Once again, Reddit looks like it’s not worried about upsetting people. New generative search on Bing, new models from Mistral and a new video model from Stability. But did Runway train it’s video models on YouTube videos? We might have a smoking gun. But what if the dream of synthetic data for AI training is a mirage? Sponsors: Lumen.me/ride Links: Google's Exclusive Reddit Access (404Media) Microsoft unveils Bing Generative Search — enhanced with AI, it's a complete overhaul of traditional search (WindowsCentral) Mistral shocks with new open model Mistral Large 2, taking on Llama 3.1 (VentureBeat) Stability AI steps into a new gen AI dimension with Stable Video 4D (VentureBeat) Runway Ripped Off YouTube Creators (404Media) The problem of ‘model collapse’: how a lack of human data limits AI progress (Financial Times) Learn more about your ad choices. Visit megaphone.fm/adchoices

Meta’s Llama 3.1 shows that open models can at least go toe to toe with proprietary AI models. Why did the Google-Wiz deal fall apart? Was the CrowdStrike outage a part of it? Kamala Harris, AI czar? And what do the reviews of the recent Samsung foldable phones say to us about those Apple foldable phone rumors? Links: Meta puts open source AI on the podium. (Ben's Bites) The first GPT-4-class AI model anyone can download has arrived: Llama 405B (ArsTechnica) Google’s Aborted Deals Show Antitrust’s Long Shadow Over Tech (Bloomberg) Google’s $23 Billion Snub From Wiz Will Sting Them Both (Bloomberg) A Kamala Harris Presidency Could Mean More of the Same on A.I. Regulation (NYTimes) Apple Moves Forward With Foldable iPhone (The Information) The Samsung Galaxy Z Fold 6 is a great phone that’s out of ideas (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

I try to get my head around the whole Google and third-party cookies thing. Wiz turns down Google’s big money acquisition offer. Spot ether ETFs can begin trading. And why weather prediction might be the first big scientific breakthrough of this AI era. Links: After years of uncertainty, Google says it won’t be ‘deprecating third-party cookies’ in Chrome (Digiday) Wiz walks away from $23 billion deal with Google, will pursue IPO (CNBC) This ‘Google TV Streamer’ set-top box is what comes after Chromecast [Gallery] (9to5Google) Spot Ethereum ETFs get final sign off to begin trading Tuesday (The Block) Delta CEO sees flight disruptions lasting for another couple of days (Reuters) Alexa Is in Millions of Households—and Amazon Is Losing Billions (WSJ) AI helps to produce breakthrough in weather and climate forecasting (Financial Times) Learn more about your ad choices. Visit megaphone.fm/adchoices

Wait, did any news happen this weekend? IT people don’t know about it cause they’re still digging out from the CrowdStrike thing. But why is everybody pointing fingers at Microsoft? Samsung jumps on the Google Messages bandwagon. Japan wants AI startups. And what do you do when you need 22 thousand football player avatars real quick? AI of course! Links: CrowdStrike's Falcon Sensor also linked to Linux kernel panics and crashes (The Register) Microsoft’s global sprawl comes under fire after historic outage (Washington Post) Blue Screens Everywhere Are Latest Tech Woe for Microsoft (WSJ) Samsung going all in on Google Messages in US, stops pre-installing Samsung Messages on Galaxy phones (9to5Google) Japan’s copyright rules draw AI groups — and alarm from creators (FT) How AI Brought 11,000 College Football Players to Digital Life in Three Months (WSJ) Review: CMF Phone 1 (Wired) Learn more about your ad choices. Visit megaphone.fm/adchoices

The big tech outage caused by a single software update that even my mom is texting me about. The new mini AI models are bring prices down as we hoped. How Netflix completely righted its ship. And, of course, the weekend longreads suggestions. Sponsors: Miro.com The Next Wave Podcast Links: Major Windows BSOD issue takes banks, airlines, and broadcasters offline (The Verge) Global IT Collapse Puts Cyber Firm CrowdStrike in Spotlight (Bloomberg) Samsung halts Galaxy Buds 3 Pro shipments over quality issues (The Verge) OpenAI debuts mini version of its most powerful model yet (CNBC) OpenAI's 4o-mini brings big brains on a budget. (Ben's Bites) Netflix Q2 Profits Surge 44% to $2.15 Billion As Streamer Adds 8 Million Subscribers (The Wrap) Weekend Longreads Suggestions: A One-Man Telemundo on TikTok (NYTimes) Pooping on the Moon Is a Messy Business (Wired) Interesting Raise Story About San Francisco Compute Co. (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices

It looks like crypto exchange hacks are back. And so are the North Koreans, I guess. Are the Meta Ray-Bans selling so well Zuck might invest in the Ray-Ban maker? The continuing trend of tech companies withholding products from Europe. And the state of play in terms of whether or not the cops can get into your phone. Links: WazirX Hacked for $230M, Largely in SHIB, as Elliptic Says North Korea Behind Attack (CoinDesk) $235 million lost by WazirX in North Korea-linked breach (Elliptic) Meta explores stake in Ray-Ban maker EssilorLuxottica (FT) Reality Comes to Meta’s Reality Labs (The Information) Scoop: Meta won't offer future multimodal AI models in EU (Axios) Apple says its OpenELM model doesn’t power Apple Intelligence amid YouTube controversy (9to5Mac) Apple, Nvidia, Anthropic Used Thousands of Swiped YouTube Videos to Train AI (Proof) Leaked Docs Show What Phones Cellebrite Can (and Can’t) Unlock (404 Media) Learn more about your ad choices. Visit megaphone.fm/adchoices

Sorry, we gotta do more politics. Can’t avoid it cause now Trump likes TikTok and seemingly hates Mark Zuckerberg. Mistrals two new models. A big Pixel phone leak. And the interesting new “sketch to image” AI tool on the new Galaxy phones. Sponsors: CleanMyMac X with promocode: techmeme Links: Trump on Taxes, Tariffs, Jerome Powell and More (Bloomberg) Exclusive: Google-backed software developer GitLab explores sale, sources say (Reuters) Mistral releases Codestral Mamba for faster, longer code generation (VentureBeat) Giant Pixel 9 leak gives us our first real-world look at the Fold, faster charging specs, and more (AndroidAuthority) Samsung’s new image-generating AI tool is a little too good (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

JD Vance becomes the first Tech industry player, and especially Venture Capitalist, to ever be on a major presidential ticket. It’s never been easier for the cops to break into your phone. Why are the major record labels suing Verizon? And why an AI innovation around spreadsheets could be a big deal. Sponsors: Vanta.com/ride for $1000 off CleanMyMac X with promocode: techmeme Links: J.D. Vance Is Trump’s Pick for Vice President (Wired) It’s never been easier for the cops to break into your phone (The Verge) Microsoft Investigated by UK Over Ex-Inflection Staff Hires (Bloomberg) Record labels sue Verizon for not disconnecting pirates’ Internet service (ArsTechnica) Microsoft’s new AI system ‘SpreadsheetLLM’ unlocks insights from spreadsheets, boosting enterprise productivity (VentureBeat) Apple releases public betas for iOS 18, macOS, and more (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

The biggest tech exit in years might be in the offing as Alphabet eyes scooping up Wiz. The weird story of that huge AT&T hack. A new ARM-powered CoPilot+ PC is maybe the most powerful yet. And is India the reason Apple’s stock has been on the rise lately? Sponsors: ArcticWolf.com/techmeme Shopify.com/ride Links: Google Near $23 Billion Deal for Cybersecurity Startup Wiz (WSJ) Zero to Billions: The Startup on the Verge of the Biggest Tech Exit in Years (WSJ) AT&T says criminals stole phone records of ‘nearly all’ customers in new data breach (TechCrunch) AT&T Paid a Hacker $370,000 to Delete Stolen Phone Records (Wired) HP's new OmniBook Ultra beats every single Copilot+ PC on the market in TOPS, and it runs on an AMD Ryzen AI 300 processor (Windows Central) Apple’s India Sales Surge 33% to Record in Shift From China (Bloomberg) India clings to cheap feature phones as brands struggle to tap new smartphone buyers (TechCrunch) Learn more about your ad choices. Visit megaphone.fm/adchoices

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