Techmeme
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Zoom reports Q2 revenue up 4.9% YoY to $1.28B, vs. $1.27B est., enterprise revenue up 7.8% to $787.5M, and forecasts Q3 adjusted EPS below estimates (Brody Ford/Bloomberg)
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Skild AI unveils S1, a robotics foundation model that it says can learn tasks never seen during pretraining, using a single video demo, without fine-tuning (Skild AI)
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Sources: Chris Malone, who joined OpenAI as head of data centers in March 2025, left the company last week amid a broader exodus (Anissa Gardizy/Wall Street Journal)
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Keenable, which is building a web search index for AI agents and says several AI labs are using its API, raised a $26M seed led by Accel (Anna Heim/TechCrunch)
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An ex-Meta staffer testified that less than 1% of teens used Instagram's opt-in "Take a Break" tool when it launched; the feature is now on by default for teens (Madlin Mekelburg/Bloomberg)
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UK filing: in FY 2025, OnlyFans paid out $6.3B to creators, net revenue rose 10% YoY to $1.55B, and creator accounts hit 5M; 5,076 creators made $1M+ since 2016 (Todd Spangler/Variety)
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Anthropic merges the memory systems for Claude chat and Claude Cowork, making Claude chat history available to Cowork unless users opt out (David Gewirtz/ZDNET)
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The EPA plans to eliminate a federal rule that US states must publicize and solicit public input on air pollution permit applications for data centers (Maxine Joselow/New York Times)
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Stability AI, which has deals with UMG, WMG, and EA to build AI models from their IP, raised a $76M Series B from them, Sony Music, and others (Corbin Bolies/Variety)
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Sources: Anthropic is likely to tell IPO investors that its potential revenue opportunities are above $30T, topping SpaceX's $28.5T; Uber predicted $6T in 2019 (Corrie Driebusch/Wall Street Journal)
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Nvidia unveils the Jetson Orin Nano 2 edge AI computer that it says doubles inference performance, with 78 TOPS of AI compute and an eight-core Arm CPU (Eugene Demaitre/The Robot Report)
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A detailed look at Jalapeño, OpenAI's ASIC developed with Broadcom in 16 months, which beat Nvidia, AMD, and Google chips on multiple top open-weight models (SemiAnalysis)
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Uber launches an optional safety feature allowing parents or guardians to watch a livestream of their teen's ride via the driver's front-facing phone camera (Natalie Lung/Bloomberg)
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Mexico-based Primero, which aims to modernize legacy software used by Latin American companies with AI, raised a $12M seed co-led by Kaszek and General Catalyst (Kylie Madry/Reuters)
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Tel Aviv- and NYC-based Alice, which works to protect AI models from misuse and rogue behavior, raised $140M led by Apax Digital at a valuation "close to $1B" (Marissa Newman/Bloomberg)