The Brutalist Report - techmeme
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- Sources: a Broadcom-backed portion of Apollo and Blackstone's $36B debt deal to buy TPUs for Anthropic to lease may yield ~5.75% vs. 8%-9% for a riskier portion (Bloomberg) [41d]
- Palo Alto Networks reports Q3 revenue up 31% YoY to $3B, including $388M from CyberArk and Chronosphere, vs. $2.94B est., and forecasts Q4 revenue above est. (Samantha Subin/CNBC) [41d]
- The US sanctions Nobitex, Iran's largest crypto exchange, accusing it of helping Iran's government and blacklisted state institutions evade Western sanctions (Gavin Finch/Reuters) [41d]
- Meta is testing a Series feature, letting select creators make episodic Reels that are placed in a dedicated hub on their profile, using both old and new Reels (Aisha Malik/TechCrunch) [41d]
- Source: a CoreWeave-tied data center raised $900M via five-year junk bonds, priced at par to yield 7.5%, as the sector increasingly turns to high-yield bonds (Gowri Gurumurthy/Bloomberg) [41d]
- Marvell shares closed up 32.52% on Tuesday after Jensen Huang hailed the chipmaker as the "next trillion-dollar company" at Computex (Sawdah Bhaimiya/CNBC) [41d]
- Microsoft releases ASSERT, an open-source framework that lets developers generate and run AI behavior tests using natural-language descriptions (Ram Iyer/TechCrunch) [41d]
- Internal memo: Meta is scaling back elements of its employee tracking tool, launched in April to help train its AI models, after staff raised concerns (Jyoti Mann/The Information) [41d]
- Microsoft and Mayo Clinic partner for an AI model trained on Mayo's medical data, with plans to build an AI healthcare assistant and AI tools for clinicians (Clare Duffy/CNN) [41d]
- An interview with Microsoft AI CEO Mustafa Suleyman about catching up with "what was state of the art just a few months ago", refusing to use distillation, more (Reed Albergotti/Semafor) [41d]
- Microsoft debuts MAI-Thinking-1, its first advanced reasoning model, trained "from the ground up on clean data, without distillation from third-party models" (Jay Peters/The Verge) [41d]
- Microsoft unveils Majorana 2 quantum chip, which was developed with the help of AI, and says it will have commercially useful quantum machines by 2029 (Stephen Nellis/Reuters) [41d]
- Google adds a scam-detection feature, built on RCS, to Android 12 and later that verifies whether a call is coming from the caller's actual smartphone (Lily Hay Newman/Wired) [41d]
- Microsoft announces the Agent Control Specification, an open-source standard that aims to provide granular, consistent governance over AI agent behavior (Ram Iyer/TechCrunch) [41d]
- GitHub unveils the GitHub Copilot desktop app in preview, which introduces a new feature called canvases for bidirectional work between users and agents (Mario Rodriguez/The GitHub Blog) [41d]
- Microsoft announces seven AI models, including one focused on reasoning and an "ultra efficient" coding model that it says was fine-tuned for GitHub (Rafe Rosner-Uddin/Financial Times) [41d]
- Microsoft announces Scout, an always-on AI agent built on OpenClaw, appearing as a contact within Microsoft Teams to automate scheduling and more (Reece Rogers/Wired) [41d]
- Perplexity announces a feature that lets Perplexity Computer split tasks between on-device AI models and server-based models (Zac Hall/9to5Mac) [41d]
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