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Sources: SoftBank gave $50M to Trump's library; Apple, Microsoft, and Amazon gave $25M, $10M, and $5M to his WH ballroom; Meta gave $10M to a pro-Trump group

Sponsor Posts 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. Most carriers track everything. Cape doesn't. — Unlimited talk, text &

TECH NEWS

Apple forecasts Q4 revenue growth of 9% to 11% YoY, below a 12%+ estimate, citing supply constraints and currency fluctuations

Sponsor Posts 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. Most carriers track everything. Cape doesn't. — Unlimited talk, text &

TECH NEWS

Amazon Q2 earnings: strong results, much baloney in press release - Corey Quinn

Amazon reported its earnings today, and because I am professionally depressed I read the thing in full [PDF]. "How long can I go before the red haze of rage sets in" is a fun game, and today I made it all the way to the bottom of the

TECH NEWS

Sources: Tesla execs were told to prepare for a separation of its China unit ahead of a potential SpaceX merger; advisers weighed a sale, spinoff, or closure

Sponsor Posts 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. Most carriers track everything. Cape doesn't. — Unlimited talk, text &

TECH NEWS

Shares of SK Hynix and Samsung surge more than 20% in Seoul on Friday, marking a sharp reversal from this week's sell-off

Sponsor Posts 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. Most carriers track everything. Cape doesn't. — Unlimited talk, text &

TECH NEWS

Chip stocks rallied Thursday after strong Microsoft and Lam Research earnings: Lam Research closed up 18%, Micron 18%, Sandisk 26%, Arm 7%, AMD 13%, Intel 11%

Sponsor Posts 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. Most carriers track everything. Cape doesn't. — Unlimited talk, text &

TECH NEWS

Apple CFO Kevan Parekh says Services surpassed 1.5B paid subscriptions, up from 1B in January 2025, but a gaming slowdown and App Store changes hurt growth

Sponsor Posts 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. Most carriers track everything. Cape doesn't. — Unlimited talk, text &

TECH NEWS

Microsoft's stock closed up 15.5% on Thursday, adding ~$450B to its market capitalization, the largest single-day market value increase in stock market history

Sponsor Posts 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. Most carriers track everything. Cape doesn't. — Unlimited talk, text &

TECH NEWS

Tim Cook says Apple expects “the impact from the supply constraints to increase significantly sequentially” and the market pricing for memory to keep rising

Sponsor Posts 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. Most carriers track everything. Cape doesn't. — Unlimited talk, text &

TECH NEWS

Thinking Machines debuts Inkling Small open source AI model nearing performance of predecessor at about 1/4 size

Just two weeks after Thinking Machines released Inkling, its first open source AI language model, the well-funded startup led by former OpenAI chief technology officer Mira Murati today introduced Inkling-Small without sacrificing much of any performance — and in fact, the new model surpasses its larger predecessor on several benchmarks. Inkling

TECH NEWS

Anthropic says the models that breached three companies include Opus 4.7, Mythos 5, and an unnamed research model, and the earliest incidents date back to April

Sponsor Posts 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. Most carriers track everything. Cape doesn't. — Unlimited talk, text &

TECH NEWS

Sources: Zelenskyy asked Trump to secure Elon Musk's permission for the use of Starlink to guide drone strikes inside Russia, but Trump was noncommittal

Sponsor Posts 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. Most carriers track everything. Cape doesn't. — Unlimited talk, text &