• Kimi: Moonshot AI releases Kimi K3, a 2.8T-parameter AI model that it says rivals Opus 4.8 and GPT-5.5, and plans to release model weights by July 27

• Michael Nuñez / VentureBeat: Kimi-K3 is now #1 on the Frontend Code Arena benchmark, surpassing Claude Fable 5; the model scored 88.3 on Terminal Bench 2.1, only below GPT-5.6 Sol's 88.8

• Sponsor Post Subquadratic: Subquadratic: the LLM built for 12M-token reasoning   —  SubQ can reason across entire codebases and document sets in one pass with no RAG workarounds.  Read how SubQ 1.1 Small holds near-perfect retrieval out to 12M tokens.

• Robert Hart / The Verge: The EU issues two decisions under the DMA that order Google to provide rival AI assistants and search engines comparable access to Android and some Search data

• Bloomberg: Uber agrees to acquire Delivery Hero in a deal that values the German food delivery company at ~$14.8B, offering €41.50 per share and buying Prosus' 16.8% stake

• Lillian Rizzo / CNBC: Netflix reports Q2 revenue up 13% YoY to $12.56B, vs. $12.59B est., and says it will give fewer engagement updates starting in 2027; NFLX drops 7%+ after hours

• Emma Roth / The Verge: Netflix says roughly 300 titles used generative AI this year, mostly in post-production, “to deliver higher quality output more quickly and at a lower cost”

• Bloomberg: Sources: Google is months behind schedule on delivering Gemini 3.5 Pro as it tries to improve its capabilities, particularly in coding; GOOG closes down 4.43%

• CNET: OnePlus confirms it will no longer operate in North America or Europe but will keep operating in China, while Realme, another Oppo sub-brand, will exit China

• Sara Fischer / Axios: Trump Media plans to launch the Truth API on August 1, providing real-time data from trending Truth Social accounts to news organizations and trading firms

• Mark Gurman / Bloomberg: Sources: Apple is preparing new iPads, including an iPad mini with an OLED screen by October and refreshed entry-level iPads and iPad Airs for 2027

• Josh Woodward / Google: Google renames NotebookLM to Gemini Notebook and rolls out an update giving every notebook a secure cloud computer, letting it write and execute code natively

• Tibo / @thsottiaux: After reports of GPT-5.6 deleting files, OpenAI says the issue most often occurs in full-access mode without sandboxing and it is working to mitigate the risk   —  On file deletions. We've investigated a handful of reports where GPT-5.6 unexpectedly deleted files. What we have found is that this most commonly occurs when: - Full access mode is enabled and codex is run without sandboxing protections, including without auto review being

• Sarah Perez / TechCrunch: DoorDash launches a limited beta of DoorDash CLI, which lets users place orders via an AI agent, available by waitlist to macOS developers in the US and Canada

• Aisha Malik / TechCrunch: Google says users in the US can now link to and interact with some apps in AI Mode, including Instacart, Canva, and YouTube Music

• CoinDesk: Crypto.com raised $400M from Citadel Securities in its first institutional funding round, valuing the Singapore-based crypto exchange at $20B

• Joe Tidy / BBC: The UK sentences two Scattered Spider members, who pled guilty to an August 2024 Transport for London cyberattack, to five and a half years in prison

• Kashmir Hill / New York Times: An NYT reporter finds AI-generated, unauthorized biographies of herself and other journalists on Amazon, where AI-made books with elusive “authors” proliferate

• Lorelei Smillie / Bloomberg: US Homeland Security says it seized 30k+ SIM cards in June and July in a nationwide operation it claims dismantled infrastructure used in telephone fraud

• Aisha Malik / TechCrunch: Meta will now notify parents if their teen discusses suicide or self-harm with Meta AI and will contact emergency services if a user might be at risk of suicide

• Lily Mae Lazarus / Fortune: Sable, which is building an AI agent named Aiden that lives on a company's website to run live product demos and more, raised $45M from Sequoia and 8VC

• Zac Hall / 9to5Mac: 1Password launches a new Claude integration for macOS that lets Anthropic's AI agent sign in to websites without seeing the user's password or 2FA code

• Jay Peters / The Verge: Roblox unveils Build, which lets users create basic games through text prompts directly within its mobile app, powered by Roblox's models and open-source models

• Sponsor Post Zoho: Turn every support session into a data point that works for you   —  Most support teams close a session and move on.  The issue gets resolved, the ticket gets marked done, and whatever insight that session generated quietly disappears.

• Blake Brittain / Reuters: xAI sues a South Carolina man for allegedly using Grok to generate CSAM, in one of the first cases of its kind brought by an AI company against one of its users

• 15 minutes ago Chase DiBenedetto / Mashable: A New York State school district is piloting a humanoid robot teacher by the company Realbotix to help students with summer school classes

• Jenny Lee / CNBC: TSMC reports Q2 revenue up 36% YoY to ~$39.45B, net income up 77.4% YoY to ~$21.9B, both above est., and says chips 7nm or smaller were 77% of its wafer revenue

• Bloomberg: A US official says TSMC plans to spend an additional $100B to build four US chip plants, bringing its total pledge to $265B as part of a broader US-Taiwan deal

• Sarah Perez / TechCrunch: Google updates its AI video editor Vids with Gemini Omni and a feature that lets users create custom digital avatars using a selfie and voice recording

• Jenny Lee / CNBC: Nvidia unveils Cosmos 3 Edge, a world model for robots and AI agents to perceive and navigate physical environments in real time, after Cosmos 3's debut in May

• Carmen Arroyo / Bloomberg: Sources detail how xAI has been slowed down by internal chaos as Musk pushed for Grok to match Claude, amid signs it is turning a corner under Michael Nicolls

• Simon Willison / Simon Willison's Weblog: SpaceXAI open-sources Grok Build under an Apache 2.0 license, after the tool uploaded user repositories to SpaceXAI's Google Cloud bucket, causing a backlash

• Mizy Clifton / Politico: Ofcom opens an investigation into TikTok over Online Safety Act compliance, citing doubts about the effectiveness of age inference in determining users' ages

• Camila Grigera Naón / Fortune: Visa debuts the Visa Stablecoin Platform, an internal system to help its network of ~15K financial institutions and 200M+ merchants more easily use stablecoins

• Karissa Bell / Engadget: Meta's Oversight Board says top AI models may be restricting free expression in its first evaluation of LLMs, as it seeks to expand its influence beyond Meta

• 15 minutes ago Chase DiBenedetto / Mashable: A New York State school district is piloting a humanoid robot teacher by the company Realbotix to help students with summer school classes

• 60 minutes ago Lorelei Smillie / Bloomberg: US Homeland Security says it seized 30k+ SIM cards in June and July in a nationwide operation it claims dismantled infrastructure used in telephone fraud

• Sponsor Post Equals: Stop vibe coding analytics   —  Equals AI turns questions about your business into auditable spreadsheet models and dashboards.  Build once, iterate for years.

• 1½ hours ago Emma Roth / The Verge: Netflix says roughly 300 titles used generative AI this year, mostly in post-production, “to deliver higher quality output more quickly and at a lower cost”

• 2 hours ago Kashmir Hill / New York Times: An NYT reporter finds AI-generated, unauthorized biographies of herself and other journalists on Amazon, where AI-made books with elusive “authors” proliferate

• 2½ hours ago Lillian Rizzo / CNBC: Netflix reports Q2 revenue up 13% YoY to $12.56B, vs. $12.59B est., and says it will give fewer engagement updates starting in 2027; NFLX drops 7%+ after hours

• 2½ hours ago Michael Nuñez / VentureBeat: Kimi-K3 is now #1 on the Frontend Code Arena benchmark, surpassing Claude Fable 5; the model scored 88.3 on Terminal Bench 2.1, only below GPT-5.6 Sol's 88.8

• 3 hours ago Sarah Perez / TechCrunch: DoorDash launches a limited beta of DoorDash CLI, which lets users place orders via an AI agent, available by waitlist to macOS developers in the US and Canada

• 3½ hours ago Sarah Perez / TechCrunch: Google updates its AI video editor Vids with Gemini Omni and a feature that lets users create custom digital avatars using a selfie and voice recording

• Sponsor Post IDrive: Protecting your Cloud Applications Data   —  Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.

• 3½ hours ago Kimi: Moonshot AI releases Kimi K3, a 2.8T-parameter AI model that it says rivals Opus 4.8 and GPT-5.5, and plans to release model weights by July 27

• 4 hours ago Tibo / @thsottiaux: After reports of GPT-5.6 deleting files, OpenAI says the issue most often occurs in full-access mode without sandboxing and it is working to mitigate the risk   —  On file deletions. We've investigated a handful of reports where GPT-5.6 unexpectedly deleted files. What we have found is that this most commonly occurs when: - Full access mode is enabled and codex is run without sandboxing protections, including without auto review being

• 4 hours ago CoinDesk: Crypto.com raised $400M from Citadel Securities in its first institutional funding round, valuing the Singapore-based crypto exchange at $20B

• 4½ hours ago Bloomberg: Sources: Google is months behind schedule on delivering Gemini 3.5 Pro as it tries to improve its capabilities, particularly in coding; GOOG closes down 4.43%

• 4½ hours ago Ivan Mehta / TechCrunch: Beehiiv launches Community, which lets subscribers chat with each other, adds programmatic ads and an AI tool that helps creators manage their audiences

• 4½ hours ago Karissa Bell / Engadget: Meta's Oversight Board says top AI models may be restricting free expression in its first evaluation of LLMs, as it seeks to expand its influence beyond Meta

• 5½ hours ago Aisha Malik / TechCrunch: Google says users in the US can now link to and interact with some apps in AI Mode, including Instacart, Canva, and YouTube Music

• 5½ hours ago Jay Peters / The Verge: Roblox unveils Build, which lets users create basic games through text prompts directly within its mobile app, powered by Roblox's models and open-source models

• 6 hours ago Dominic-Madori Davis / TechCrunch: Fora, which connects travel agents with travelers and offers agents AI tools, raised a $60M Series D at a $1B valuation led by Forerunner and Tactile Ventures

• 6 hours ago Josh Woodward / Google: Google renames NotebookLM to Gemini Notebook and rolls out an update giving every notebook a secure cloud computer, letting it write and execute code natively