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Uber reports meaningful, not gimmicky profitability for the first time ever. Meta’s gonna give you AI chatbots with personality. Google is overhauling Assistant with AI stuff. Even Pierson is getting ahead of the whole, let AI tutor you on stuff, stuff. Nintendo is probably giving us a new console next year. And the prisoner’s dilemma that is fueling quantum computing development, but heck, let’s be honest, fueling AI development as well. Links: Uber Delivers First-Ever Operating Profit in Drive to Curb Losses (WSJ) Meta prepares chatbots with personas to try to retain users (FT) Scoop: Google Assistant to get an AI makeover (Axios) Amazon wants Alexa to bring AI into the home (Axios) Pearson Offers New AI Study Tools in Time for Back-to-School (Bloomberg) Sources: Nintendo targets 2024 with next-gen console (VCG) Quantum Tech Will Transform National Security. It’s Testing U.S. Alliances Now. (NYTimes) Learn more about your ad choices. Visit megaphone.fm/adchoices

Brian Armstrong strongly hints that US regulators believe only Bitcoin is legal. A deep dive into what we can expect from this year’s iPhones. Is the US crackdown on tech to China having a real impact? And the artist that tried to take his art out of Stable Diffusion, only to have the community pull him back in. Sponsors: TryNom.com/ride CalderaLab.com code ride for 20% off Links: SEC asked Coinbase to halt trading in everything except bitcoin, CEO says (FT) The iPhone 15 Pro Will Have Thinner Bezels in Step Toward Apple’s Dream (Bloomberg) U.S. Hunts Chinese Malware That Could Disrupt American Military Operations (NYTimes) China’s Tech Distress Grows as U.S. Chip Sanctions Bite (WSJ) An Internet Veteran’s Guide to Not Being Scared of Technology (NYTimes) Greg Rutkowski Was Removed From Stable Diffusion, But AI Artists Brought Him Back (Decrypt) Learn more about your ad choices. Visit megaphone.fm/adchoices

The whole Threads saga has been a whirlwind. At the beginning of the month I asked if Threads had already won. At the end of the month, I’m wondering if the clock is ticking in terms of their chances of survival. Generative AI but for robots. Again. Real robots. Are VCs pulling back from the crypto space? And, of course, the Weekend Longreads suggestions. Sponsors: Nutrafol.com/men code ridehome Crashplan.com code techmeme Links: Meta plans retention 'hooks' for Threads as more than half of users leave app (Reuters) Aided by A.I. Language Models, Google’s Robots Are Getting Smart (NYTimes) App Store to require developers to describe why their apps use certain APIs (9to5Mac) Sequoia Capital Slashes Crypto Fund as It Downsizes Amid Startup Crunch (WSJ) Weekend Longreads Suggestions: Large language models, explained with a minimum of math and jargon (UnderstandingAI.org) The making of ‘Acquired,’ the No. 1 tech podcast sensation (Fast Company) Internet cafes introduced Uganda to the inter

Meta’s earnings say, hey, let’s just forget the last two years even happened. Is the next iPhone about to get an “action” button? What does it mean if Waymo is basically hitting pause on self driving trucks? Checking in on SBF. And a super fast new version of 5G. Sponsors: Crashplan.com code techmeme Links: Meta’s Improved Ad Sales Buy Time for Zuckerberg’s Metaverse (Bloomberg) Microsoft Faces European Antitrust Investigation Over Bundling of Teams Software (WSJ) iPhone 15 Pro Action Button Options Potentially Revealed in iOS 17 Code: Flashlight, Shortcuts, Voice Memos, and More (MacRumors) Alphabet’s Waymo Self-Driving Unit Slows Autonomous Trucking (Bloomberg) Sony has sold 40 million PS5s (The Verge) Prosecutors want Sam Bankman-Fried sent to jail after witness-tampering allegations. Judge issues gag order (CNN) T-Mobile says its ultrafast 5G capable of up to 3.3Gbps is rolling out now (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

All the headlines from the big Galaxy Unpacked event today. This was the foldable event, but there were interesting watch announces too. Quick earnings roundup. Threads gets a follower tab. And the group that wants to battle Apple and Google in maps dominance has released their first product. Sponsors: Crashplan.com code techmeme Mindbloom.com/techmeme and promocode techmeme Links: The Samsung Galaxy Z Flip 5 gets a big little screen upgrade (The Verge) Samsung Galaxy Z Fold 5 hands-on: Is Samsung squandering its head start? (Engadget) The Samsung Galaxy Watch 6 series is all about the bezels (The Verge) Meta’s Threads app is rolling out a Following feed (TechCrunch) OpenAI Quietly Shuts Down Its AI Detection Tool (Decrypt) Meta, Microsoft and Amazon team up on maps project to crack Apple-Google duopoly (CNBC) Learn more about your ad choices. Visit megaphone.fm/adchoices

Big potential vulnerability in AMD chips. Fallout from the whole X re-branding continues. Now TikTok is cloning Twitter. The Arc Browser is now available for anyone to try out. And if you think Elon likes to have his hand in a lot of pies, a look at the increasing, and increasingly ambitious portfolio of Sam Altman-related companies. Links: AMD 'Zenbleed' Bug Leaks Data From Ryzen, EPYC CPUs: Most Patches Coming Q4 (Updated) (TomsHardware) Musk Explains Why He’s Axing Twitter Name, Iconic Bird Logo (Bloomberg) TikTok is adding support for text posts (TechCrunch) The excellent Arc browser is now available for anyone to download (The Verge) Spotify now has 220 million paying subscribers (The Verge) Sam Altman’s vision for AI puts him on collision course with regulators (Financial Times) Sam Altman explains why he’s helping to take nuclear microreactor company Oklo public via SPAC (CNBC) Learn more about your ad choices. Visit megaphone.fm/adchoices

Elon makes good on his promise to rebrand Twitter as… X. Moar price hikes in streaming! Worldcoin has officially rolled out its token, so long as you’ve scanned your eyeball. Let me introduce you to the Flipper Zero. And should it be titled: Hollywood Strike: Rise Of The TikTok Stars? Sponsors: Collective.com/ride startups.tech/techmeme Links: Twitter is being rebranded as X (The Verge) Twitter has officially changed its logo to ‘X’ (TechCrunch) It’s Spotify’s turn to increase prices (The Verge) Peer-to-Peer Crypto Exchanges Lose Ground in Shrunken Market (Bloomberg) Sam Altman’s Worldcoin crypto project begins international rollout (FT) The Flipper Zero is a Swiss Army knife of antennas (The Verge) The Flipper Zero has an app store now (The Verge) The creator economy was already exploding. Then Hollywood went on strike. (Washington Post) Learn more about your ad choices. Visit megaphone.fm/adchoices

Reddit is choosing violence with their biggest holdouts. More data on the ebbing of Threads usage. AI seems to be bringing Sergey Brin back into the office. Why you should be getting your paycheck quicker. And an Oppenheimer-themed Weekend Longreads Suggestions. Sponsors: ZBiotics.com/ride and code ride for 15% off Links: Reddit takes over one of the biggest protesting subreddits (The Verge) Threads Is Already Losing Its Allure for Users, Adding Urgency for New Features (WSJ) Meta, Google, and OpenAI promise the White House they’ll develop AI responsibly (The Verge) The Federal Reserve’s 24/7 payment system could deposit your paycheck instantly (The Verge) Sergey Brin Is Back in the Trenches at Google (WSJ) Weekend Longreads Suggestions: A $25,000 Prize Still Sits in the Maine Woods. Meteorite Hunters Aren’t Giving Up. (WSJ) Fable unveils Showrunner AI to create South Park-like TV shows with you as the star (VentureBeat) The Airstocracy: Six things to know about flying with the superrich.

Rumors that Apple already has an LLM framework and their own generative chatbot. Google is shopping an AI bot that can write news stories to various journalism outlets. Has GPT-4 actually gotten dumber of late? More streaming price raises. And it’s the last chance saloon for Microsoft’s AR headset for the US Military. Sponsors: BirdDogs.com/ride notion.com/ride Links: Apple Tests ‘Apple GPT,’ Develops Generative AI Tools to Catch OpenAI (Bloomberg) Google Tests A.I. Tool That Is Able to Write News Articles (NYTimes) Study claims ChatGPT is losing capability, but some experts aren’t convinced (ArsTechnica) Meta open-sources Llama 2, but with strings attached (MoneyControl) Apple slams UK surveillance-bill proposals (BBC News) Google raising price of YouTube Premium to $13.99 per month (9to5Google) Microsoft Poised to Deliver Improved Combat Goggles, US Army Says (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices

Microsoft announced aggressive pricing for their AI products and got rewarded with an all-time high stock market valuation. More price aggression in the streaming wars. Meta released Llama 2. Google is asking for employees to voluntarily work on air gapped machines. And let me introduce you to the concept of “synthetic data” for LLMs. Links: Microsoft and Activision Blizzard extend merger agreement to October (The Verge) Microsoft will charge businesses $30 per user for its 365 AI Copilot (Engadget) Microsoft closes at record after revealing pricing for new A.I. subscription (CNBC) Netflix Shakes Up Pricing: ‘Basic’ Tier Axed in UK, US (Cord Busters) Meta launches Llama 2, an open source AI model that allows commercial applications (Ars Technica) Google restricting internet access to some employees to reduce cyberattack risk (CNBC) Why computer-made data is being used to train AI models (FT) Learn more about your ad choices. Visit megaphone.fm/adchoices

It’s been… two weeks. Let’s check in on how Threads is doing. Streaming players continue to raise prices. Microsoft still plans on fighting for its prize. Are the incumbents winning the AI race? And the interesting startup that wants to use light instead of electricity in computer chips. Sponsors: Notion.com/ride Links: The spam bots have now found Threads, as company announces its own ‘rate limits’ (TechCrunch) Five reasons Threads could still go the distance (Platformer) Peacock to raise its subscription prices on August 17 (TechCrunch) Microsoft-Activision Deal Poised to Close Later Than Planned (Bloomberg) Wix’s new tool can create entire websites from prompts (TechCrunch) UK chip designer raises millions from Agnelli fund (FT) Learn more about your ad choices. Visit megaphone.fm/adchoices

Sony and Microsoft have made nice. Bitcoin ETFs continue to look like a possibility. How the Vision Pro is shaking up Apple’s org structure in a meaningful way for the first time since the Steve Jobs Era. And why Netflix’s recent turnaround have rekindled those perpetual rumors that Apple is gonna end up buying Disney some day. Sponsors: CalderaLab.com code RIDE for 20% off Hillsdale.edu/ride Links: Sony agrees to 10-year Call of Duty deal with Microsoft (The Verge) SEC accepts BlackRock’s Bitcoin ETF application, signaling regulatory review (CoinTelegraph) The shady world of Brave selling copyrighted data for AI training (StackDiary) Hacker News Thread On The Brave Thing Typo leaks millions of US military emails to Mali web operator (Financial Times) Apple’s New Vision Group Reflects Shift Away From Steve Jobs Approach (Bloomberg) Bob Iger Shifts From Building an Empire to a Disney Yard Sale (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices

Elon has made good on his promise to share ad revenue with some big Tweeters. The fact that you can’t use Threads in Europe continues to be weird. Meta unveils a new AI image generator that they say is significantly smaller and better. Why AI is at the center of the Hollywood strike part eleven. And one choice Weekend Longreads Suggestion. Links: Twitter starts sharing ad revenue with verified creators (TechCrunch) Musk's Twitter sues four Texas entities for data scraping, seeks damages (Reuters) Meta confirms it is blocking EU-based users from accessing Threads via VPN (TechCrunch) Meta claims its new art-generating model is best-in-class (TechCrunch) Exclusive: AP strikes news-sharing and tech deal with OpenAI (Axios) Actors say Hollywood studios want their AI replicas — for free, forever (The Verge) Here’s the new default font for Microsoft Outlook and Word: Aptos (CNBC) Weekend Longreads Suggestions: Apple, Lionel Messi and the $2.5bn question: What’s next? (The Athletic) Learn mo

Elon has launched his own AI company with some pretty big names involved. The FTC will appeal! Roblox is coming to Zuckerberg’s metaverse. Meta does plan to commercialize LLaMA. And a cool new “do a napkin sketch and have AI turn it into an actual work of art” tool. Links: Musk Unveils xAI in New Bid to Rival Startup OpenAI (Bloomberg) FTC appeals its loss to Microsoft in Activision Blizzard case (The Verge) Ex-Celsius CEO Mashinsky Charged in Latest DOJ Crypto Case (Bloomberg) Roblox is coming to Meta’s Quest VR headsets (The Verge) macOS Sonoma Brings Apple Password Manager to Third-Party Browsers (MacRumors) Meta to release commercial AI model in effort to catch rivals (FT) Stability AI releases Stable Doodle, a sketch-to-image tool (TechCrunch) Learn more about your ad choices. Visit megaphone.fm/adchoices

A big win for Microsoft leads critics of FTC chair Lina Khan to come out of the woodwork. Anthropic has released its Claude 2 chatbot. Say hello to the Nothing Phone (2). And while the market caps of the big players might have been boosted by AI, might the need for on premises AI lead to a unique opening for the likes of Dell and Hewlett Packard Enterprise? Links: Microsoft-Activision deal moves closer as judge denies FTC injunction request (CNBC) Microsoft and UK regulators agree to pause their Activision battle to negotiate (The Verge) FTC would face tough appeal of Microsoft-Activision order, experts say (Reuters) F.T.C.’s Court Loss Raises Fresh Questions About Its Chair’s Strategy (NYTimes) AI Startup Anthropic Releases a New Version of Its ChatGPT Rival, Claude (Bloomberg) Why SUSE is forking Red Hat Enterprise Linux (TechCrunch) Bigger, Brighter, More Expensive: Nothing Reveals the Phone (2) (Gizmodo) The AI Boom Is Here. The Cloud May Not Be Ready. (WSJ) Learn more about your

Could Massachusetts pass the first meaningful anti-tracking law in the country? With social media in transition, what’s the lane for someone like Tumblr? Instagram is going after Twitter, but is someone coming for Instagram at the exact same time? And the sad state of affairs for video game history. Sponsors: https://www.birddogs.com/RIDE SwissAmerica.com/ride Links: Selling Your Cellphone Location Data Might Soon Be Banned in U.S. for First Time (WSJ) Tumblr says it’s going to ‘fix’ its ‘core experience’ to appeal to new users (The Verge) HCA Healthcare patient data stolen and for sale by hackers (CNBC) A New VC-Beloved Startup Rips a Page From Meta’s Playbook (The Information) THE GAME AVAILABILITY STUDY, EXPLAINED (Video Game History Foundation) Learn more about your ad choices. Visit megaphone.fm/adchoices

Time to get worried about your Evernote files. Looks like Meta won’t have to leave the EU. OpenAI has a new product that people are raving about. More analysis of if AI can be useful to doctors. And I’ll tell you the one simple reason Threads has hit 100 million users so fast. The answer is right in front of us. Sponsors: startups.tech/techmeme ZocDoc.com/techmeme Links: Bay Area tech company Evernote lays off most staff, relocating to Europe (SFGate) EU Seals New Transatlantic Data-Transfer Pact With US in Third Attempt (Bloomberg) Code Interpreter comes to all ChatGPT Plus users — ‘anyone can be a data analyst now’ (VentureBeat) Sarah Silverman is suing OpenAI and Meta for copyright infringement (The Verge) In Battle With Microsoft, Google Bets on Medical AI Program to Crack Healthcare Industry (WSJ) Snap’s Push to Tempt Creators Seems to Be Working (WSJ) Instagram’s Threads app reaches 100 million users within just five days (TechCrunch) Learn more about your ad choices. Visit me

It’s been my job for over a decade now to analyze the competitive landscape of the tech industry, and I’ve simply never seen anything like what Threads has achieved in less than 48 hours. Though, Elon is threatening to sue. Uber, DoorDash and GrubHub are suing NYC. Volkswagen is rolling out its self-driving cars. And, of course, The Weekend Longreads Suggestions. Sponsors: Earnin App (type in Techmeme under PODCAST when you sign up) Links: Threads Becomes Most Rapidly Downloaded App, Raising Twitter’s Ire (NYTimes) Zuck's Threads halo (Axios) Twitter is threatening to sue Meta over Threads (Semafor) OpenAI makes GPT-4 generally available (TechCrunch) Food-Delivery Companies Sue New York City Over Minimum Pay Law (NYTimes) Volkswagen's Self-Driving Cars Begin Testing In Texas (Jalopnik) Weekend Longreads Suggestions: What Did People Do Before Smartphones? (The Atlantic) The Man Who Broke Bowling (GQ) Learn more about your ad choices. Visit megaphone.fm/adchoices

There’s only one story today. Threads. Threads. Threads. Has Threads already won? Links: Meta launches Instagram Threads in a direct challenge to Twitter (CNBC) Threads profile can only be deleted by deleting Instagram account, Meta says (TechCrunch) Instagram Threads works, but it’s sterile, dull and worst of all – it’s still run by Mark Zuckerberg (iNews) Meta unspools Threads (Platformer) So where are we all supposed to go now? (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

Chaos at Twitter emphatically did NOT take the 4th of July weekend off. Instagram’s Twitter clone looks like it’s going to take advantage of this chaos to launch now. The Reddit app apocalypse has happened. Oh, and the mods for Reddit AMA’s have downed tools. And how drone technology is disrupting the traditional Fireworks industry. Sponsors: Kolide.com/ride Notion.com/ride Links: Instagram’s Twitter competitor, Threads, briefly went live on the web (The Verge) The Reddit app-pocalyse is here: Apollo, Sync, and BaconReader go dark (The Verge) The Reddit moderators who coordinate many celebrity AMAs will no longer do so (The Verge) Fireworks Have a New Competitor: Drones (NYTimes) Learn more about your ad choices. Visit megaphone.fm/adchoices