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Q&A with GV's Tom Hulme on the AI investment cycle, London's and Europe's opportunities, Q.ai and Nothing investments, AI social norms, sovereign AI, and more (Tim Bradshaw/Financial Times)
Chengdu's government says Tim Cook attended Apple's 50th anniversary event in the city; Chinese state media called for Apple to fix its "monopolistic" App Store (Bloomberg)
The US goods trade deficit hit a record $1.2T in 2025, driven by a 60%+ rise in imports of computers and chips to $450B+ since President Trump's inauguration (Ana Swanson/New York Times)
Xbow, which uses AI to probe apps for security vulnerabilities, raised $120M led by DFJ Growth and Northzone at a $1B+ valuation, and reports 100+ clients (Dina Bass/Bloomberg)
The EU unveils EU Inc., a single bloc-wide proposal that lets companies incorporate in 48 hours, to help European startups compete with US and Chinese rivals (Samuel Stolton/Bloomberg)
Sources: Fluidstack withdraws from a €10B, 1GW AI data center project in Bosquel, France, and a Mistral-tied project south of Paris, as it pivots toward the US (Benoit Berthelot/Bloomberg)
Sources: Apple stops vibe coding apps from pushing updates, citing rules on running code; Replit thinks Apple may approve opening AI-generated apps in a browser (The Information)
Jensen Huang dismisses social media criticism of DLSS 5 at GTC 2026, asserting that claims that the generative AI tech homogenizes games are "completely wrong" (Andrew E. Freedman/Tom's Hardware)
Israeli startup Tenzai says its AI hacking agent beat 99% of 125K participants at six competitions, using tailored OpenAI and Anthropic models and costing $5K (Thomas Brewster/Forbes)
Investigation: the US FedRAMP authorized Microsoft service GCC High to handle sensitive government data in 2024, despite years of concerns about its security (ProPublica)
Stripe and Paradigm-backed blockchain startup Tempo launch the Machine Payments Protocol, which uses Tempo's new blockchain to handle AI agents' transactions (Ben Weiss/Fortune)
Google, iVerify, and Lookout researchers discover DarkSword, a hacking tool used by Russia-sponsored and other hackers to target iOS 18 via Ukrainian websites (Andy Greenberg/Wired)
RunSybil, whose AI agent runs continuous autonomous penetration testing on live apps to find and document vulnerabilities, raised $40M led by Khosla Ventures (Sharon Goldman/Fortune)
Advanced Navigation, which makes AI-assisted hardware to let ships and aircraft navigate even when GPS is jammed, raised a $110M Series C at a $1B+ valuation (Stuart Condie/Wall Street Journal)
A US judge rules Apple can remove apps "with or without cause", a loss for Musi, a streaming app removed from the App Store that used YouTube to source music (Jon Brodkin/Ars Technica)
Sources: Amazon, which has long been USPS' biggest customer, plans to cut packages it ships via the service by at least 66% this fall, when its contract expires (Esther Fung/Wall Street Journal)
Samsung says it is considering a shift toward multi-year contracts for memory chips that may help stabilize supply and ease concerns about a shortage (Yoolim Lee/Bloomberg)
The Linux Foundation announces $12.5M in total grants from Google and others to help FOSS maintainers cope with the influx of AI-generated security findings (Simon Sharwood/The Register)
Sources: Microsoft weighs legal action against Amazon and OpenAI over whether AWS can offer OpenAI Frontier without breaching the Microsoft-OpenAI agreement (Financial Times)
The UK FCA says Meta has repeatedly failed to stop illegal ads for high-risk financial products running on its platforms, despite committing to block them (Reuters)

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