Disney ends its partnership with OpenAI, signed in December 2025, in which it pledged to invest $1B and agreed to license some characters to Sora (Todd Spangler/Variety)
Todd Spangler / Variety: Disney ends its partnership with OpenAI, signed in December 2025, in which it pledged to invest $1B and agreed to license
A look at “tokenmaxxing”, a status game where employees at a number of companies compete on leaderboards to show how much AI they’re using (Kevin Roose/New York Times)
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Micron reports Q2 revenue up 196% YoY to $23.9B, vs. $19.7B est., expects 2026 capex to exceed $25B, vs. $22.4B est., and forecasts Q3 revenue above estimates (Dina Bass/Bloomberg)
Dina Bass / Bloomberg: Micron reports Q2 revenue up 196% YoY to $23.9B, vs. $19.7B est., expects 2026 capex to exceed $25B, vs. $22.4B est.,
Scanner, which helps organizations build cloud-native security data lakes for threat hunting, detection, and response, raised a $22M Series A led by Sequoia (Ionut Arghire/SecurityWeek)
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Sources: Meta has paused the Persian Gulf section of its 2Africa subsea cable project as the war in the Middle East freezes activity in the region (Bloomberg)
Bloomberg: Sources: Meta has paused the Persian Gulf section of its 2Africa subsea cable project as the war in the Middle East freezes activity in
More than 30 staffers from OpenAI and Google, including DeepMind chief scientist Jeff Dean, file an amicus brief in support of Anthropic in its fight with DOD (Maxwell Zeff/Wired)
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How Cursor is evolving through its Composer coding models built on Chinese open models, as coding agents like Claude Code threaten to make code editors obsolete (Forbes)
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Google adds a feature to let users with a Pixel 8 and newer connect their device to an external monitor via USB-C for a "desktop-like multi-window experience" (Emma Roth/The Verge)
Emma Roth / The Verge: Google adds a feature to let users with a Pixel 8 and newer connect their device to an external monitor
An interview with Amazon’s AI chief Peter DeSantis on plans to use in-house chips, Trainium and Inferentia, to develop AI models more cheaply, and more (Wall Street Journal)
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Leaked Thrive deck: $26.8B in AUM as of June 30, 2025, deal value peaked in Q4 2021, positive DPI for four early funds, including 2.4x for 2016's Thrive V, more (Eric Newcomer/Newcomer)
Eric Newcomer / Newcomer: Leaked Thrive deck: $26.8B in AUM as of June 30, 2025, deal value peaked in Q4 2021, positive DPI for four
