The Brutalist Report

Techmeme

• OpenAI says one of its models exploited a website after third-party AI security lab Irregular mistakenly gave it access to the internet during evaluations (Wired) [37d]
• Coupang reports Q2 revenue up 4% YoY to $8.9B and an operating loss of $556M, vs. $361M est., due to a $409M data breach fine; CPNG drops 7%+ after hours (Yoolim Lee/Bloomberg) [37d]
• SpaceX President Gwynne Shotwell says the company aims to build out ground-based infrastructure to complement its satellite network for "a true mobile service" (Reuters) [37d]
• An internal TikTok doc shows it withheld a safeguarded algorithm from 10% of US users, including a 16-year-old who was fed self-harm content and died by suicide (Olivia Carville/Bloomberg) [37d]
• Match reports Q2 revenue down 1% YoY to $853M, vs. $856.6M est., 13.3M paying users, vs. 13.4M est., forecasts Q3 revenue below est.; MTCH drops 8%+ after hours (Samantha Kelly/Bloomberg) [37d]
• The UK AISI says it observed a total of 19 instances where Mythos and GPT-5.6 Sol tried to hack people and companies during a routine cyber evaluation in July (Sam Sabin/Axios) [37d]
• Sources: the US' AI framework excludes open models and defines a covered frontier model as closed source with SOTA capabilities and national security risks (Maria Curi/Axios) [37d]
• SpaceX says its Q2 capex was $18.4B, up from $2.8B a year ago, including $15.8B for AI (Micah Maidenberg/Wall Street Journal) [37d]
• SpaceX reports Q2 revenue of $4.29B from its connectivity division, which includes Starlink, $100B of cash and marketable securities, and a $47.5B order backlog (Nathan Bomey/Axios) [37d]
• Pinterest reports Q2 revenue up 18% YoY to $1.18B, vs. $1.15B est., MAUs up 11% to 640M, forecasts Q3 revenue in line with estimates; PINS drops 8%+ after hours (Jonathan Vanian/CNBC) [37d]
• A US appeals court overturns a ruling that had temporarily barred Perplexity from using its agentic shopping tools on Amazon's platform (Blake Brittain/Reuters) [37d]
• AMD reports Q2 revenue up 50% YoY to $11.5B, vs. $11.3B est., Data Center revenue up 107%, forecasts Q3 revenue below some estimates; AMD drops 7%+ after hours (Ian King/Bloomberg) [37d]
• EA says its $55B acquisition by PIF, Silver Lake, and Affinity Partners has closed, taking the company private; the deal includes $20B in debt financing (Jay Peters/The Verge) [37d]
• Samsung previews zHBM, which vertically stacks HBM atop AI accelerators, and zNAND-O, built on V-NAND, and unveils the industry's first V10 BV-NAND architecture (Yoolim Lee/Bloomberg) [37d]
• SpaceX reports Q2 revenue up 92% YoY to $7.8B, vs. $6.81B est., and an operating loss of $1.26B from its AI business, compared with a $2.39B estimate (Bloomberg) [37d]
• Sources: possible cyberattacks targeting water and wastewater utilities have now been reported in at least 12 US states, and Iran is the prime suspect (ABC News) [37d]
• Pavel Durov says an extortionist planted "illegal porn in a public chat" to get the app pulled from the App Store and manipulated Apple into "overreacting" (Emma Roth/The Verge) [37d]
• Mistral releases Shieldstral, a 3B multimodal safety classifier that it says matches models up to 7x its size on text safety, available under Apache 2.0 (Mistral AI Blog) [37d]
• Sources: the White House doesn't plan to publicly release its voluntary AI framework; details will be available to the companies that are part of the process (Maria Curi/Axios) [37d]
• Internal email: Microsoft introduces token budget limits for employees' AI use, saying "tokenmaxxing is not what we are optimizing for" (Emanuel Maiberg/404 Media) [37d]