The Brutalist Report

Techmeme

• Kuo: suppliers plan to ship less than 1M iPhone fold units in 3Q26, which may push the start of device pre-orders and sales to Q4, with weeks of delivery delays (Ming-Chi Kuo) [6d]
• Tesla rolls out its Robotaxi service without a safety monitor in Miami, its fifth city, as it aims to expand to a dozen US states by the end of 2026 (Grace Kay/The Information) [6d]
• ByteDance's Doubao and Alibaba's Qwen will disable humanlike and user-created agents before July 15, as China's anthropomorphic AI interaction rules take effect (Wency Chen/South China Morning Post) [6d]
• Data centers offer US a chance to get ahead in the next key technologies and to build domestic supply chains based on demand rather than subsidies and tariffs (Josh Zoffer/Financial Times) [6d]