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Interviews with Anthropic executives and other tech industry leaders and engineers about Claude Code's success, which some say has been a long time coming (Hayden Field/The Verge)
Affirm reports Q2 revenue up 30% YoY to $1.12B, vs. $1.06B est., GMV up 36% to $13.8B, and forecasts Q3 revenue slightly above est.; AFRM drops 6%+ after hours (Reinhardt Krause/Investor's Business ...)
A federal jury in Phoenix ordered Uber to pay $8.5M to a passenger who said a driver sexually assaulted her in 2023, the first case where Uber was found liable (Emily Steel/New York Times)
Only 35 nations signed a declaration affirming "human responsibility over AI-powered weapons", with the US and China opting out; the US endorsed prior pledges (Victoria Waldersee/Reuters)
French authorities charge four people with spying for China by allegedly seeking to obtain satellite data from Starlink and other critical entities (Jenny Che/Bloomberg)
Alphabet, Amazon, Meta, and Microsoft forecast capital expenditures that reach a combined ~$650B in 2026, a 60% YoY increase driven by data center construction (Bloomberg)
Tether acquires a 12% stake, worth $150M, in Gold.com, which enables access to physical and tokenized gold, and plans to integrate its gold-backed XAUT token (CoinDesk)
Sapiom, which is developing a financial layer for enterprises to let AI agents automatically buy the services they need, raised a $15M seed led by Accel (Marina Temkin/TechCrunch)
How the SpaceX-xAI $1.25T merger deal was fast-tracked after SpaceX had a technical breakthrough in orbital data centers last fall (Wall Street Journal)
Filing: Zuckerberg considered changing how Meta studies social issues after a WSJ story about Instagram and teen mental health, noting Apple faces less scrutiny (Lauren Feiner/The Verge)
Anthropic says Opus 4.6 supports a 1M context window in beta, scored 90.2% on BigLaw Bench, the highest for any Claude model, and boosts agentic capabilities (David Gewirtz/ZDNET)
Anthropic introduces "agent teams" in Claude Code as a research preview to launch multiple agents that work in parallel, and a Claude in PowerPoint plugin (Lucas Ropek/TechCrunch)
OpenAI launches GPT-5.3-Codex, which it says runs 25% faster, enabling longer-running tasks, and "is our first model that was instrumental in creating itself" (David Gewirtz/ZDNET)
Anthropic says Opus 4.6 found 500+ previously unknown high-severity security flaws in open-source libraries with little to no prompting during its testing (Sam Sabin/Axios)
OpenAI says GPT-5.3-Codex goes beyond an agent that can code "to an agent that can do nearly anything developers and professionals can do on a computer" (OpenAI)
Anthropic says it found Opus 4.6 "brings more focus to the most challenging parts of a task without being told to" and "thinks more deeply and more carefully" (Anthropic)
YC adds Canada back to its accepted countries of incorporation list, saying the initial decision was due to its top Canadian companies reincorporating in the US (Alex Riehl/BetaKit)
Tim Cook told Apple staff at an all-hands that he's "deeply distraught" with the US' current approach to immigration and he will press the issue with lawmakers (Mark Gurman/Bloomberg)
Why this is the worst crypto winter ever: AI crowds out crypto for mindshare and power grid access, crypto is mainstream, gold beats BTC as a safe haven, more (Bloomberg)
How Anthropic's ruthless efficiency comes in part from its mission-obsessed culture, which eliminates the friction that tends to slow things down at Big Tech (Parmy Olson/Bloomberg)

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