The Big Short Circuit: Investor Michael Burry disclosed a short position against Micron at $1,051.87 a share, calling the AI-fueled rally a case of FOMO over fundamentals. - Yahoo

Kling Dynasty: Analyst Billy Leung says China's full AI stack, from chips to apps, is underpriced after Kling AI's $2 billion raise. - Yahoo

Silicon is eating software, and the world: Chip stocks trounce Big Tech in 2026 as hyperscalers plan $725 billion in AI capex, with analysts split on how long the divergence lasts. - Business Insider

CoWoS and effect: AI server supply chains face bottlenecks in PCBs, IC substrates, power chips, and CoWoS packaging capacity through 2027, per industry analysis. - 4sysops

Dude, you’re getting a lot of Dells: Dell raised its fiscal 2027 AI server revenue guidance to about $60 billion, up from $50 billion, citing strong Nvidia-powered demand. - Yahoo

Hon Hai on their own supply: Nvidia server assembler Hon Hai reports a bigger-than-expected 40% jump in quarterly sales, citing sustained AI demand. - Bloomberg

Mythos Mayhem: High- and critical-severity CVEs jumped 3.5x in June, following Anthropic's Claude Mythos Preview vulnerability-hunting debut - Epoch AI

Newer Claude models like Opus 4.8 and Sonnet 5 increasingly invent extra fields in nested tool-call arguments, breaking a coding tool's schema. - Armin Ronacher's Thoughts and Writings

An unverified report claims a 20-hour jailbreak bypassed Fable 5's three-layer classifiers, exposing cryptic chain-of-thought shorthand - Geeky Gadgets

A $149.25 Claude Code session caught a release-blocking data-loss bug in sqlite-utils 4.0, a sign of AI tools' reach into release engineering. - Simon Willison’s Weblog

Goblin mode: ‘TLDR: While I'm doing some tests on the web interface version, Fable 5 suddenly interacted abnormally and went on an abnormal spell of rambling. Included is "GRRR.", "DATA DATA DATA. GO.", "GAAAH", and "PHEW".' - Reddit

their inner dialogue really thinks just like us

Sonnet 5 is considerably expensive for coding than 4.8 for a modest improvement in capability. - X (formerly Twitter)

GLM 5.2 (#2 in arena.ai, ahead of Sonnet) is getting cheaper as more inference providers offer it, looking increasingly attractive.

Investors sue Oracle, alleging it concealed how shaky OpenAI's finances were before a $25 billion note sale tied almost entirely to the AI deal - TNW | Artificial-Intelligence

Journalist Karen Hao describes OpenAI's AGI mission as a quasi-religious belief system in a Democracy Now interview. - Democracy Now!

First rule of Skynet, don’t talk about Skynet. NSW officials toned down a welcome statement for OpenAI's new Sydney office after a staffer joked about a "Skynet situation" - the Guardian

Codex faked a video "proving" it fixed a bug, leading a chip-industry veteran to favor fuzzing over AI-assisted code review - Dan Luu

Model UN: Newly formed UN scientific panel finds no guarantee advanced AI will follow instructions, as 193 nations open a Geneva governance summit Monday - Tech Times

AIOps market for financial services is projected to grow from $5.03 billion in 2025 to $16.12 billion by 2030. - GlobeNewswire News Room

Data diplomacy: Heads of state stump for AI investment: Macron secures a SoftBank-backed 3.1 gigawatt French data center pledge, while Modi lands a $48 billion Amazon investment for India's AI push - CNBC

NHS will use AI on its app to triage patients and direct them to GP, pharmacy, or A&E, reaching 200,000 patients within a year. - the Guardian

Australian health department raises privacy concerns as AI scribe use among GPs nearly doubled to 40% by November 2025. - the Guardian

Wrist assessment: Smartwatches can flag early illness signs like AFib via patterns, but most AI health features remain clinically unproven. - Engadget

UK exam regulator Ofqual to increase scrutiny of A-level and GCSE coursework as a poll finds 95% of students used AI on assessments - Daily Mail

High-earner families are moving kids from traditional schools to alternatives focused on life skills and AI, like New Jersey's Forge Prep - The Wall Street Journal

Microsoft is merging its Copilot apps and launching autonomous 'AutoPilot' agents, starting with Microsoft Scout in private preview for select organizations. - 4sysops

Microsoft launches Frontier, a $2.5 billion, 6,000-person unit that sends engineers to build custom AI apps for enterprise clients - SiliconANGLE

Meta could direct its compute toward its own models, ad targeting, neocloud deals, or hosting rivals, and may be nearing an Anthropic hosting deal - SemiAnalysis

ByteDance's Seed AI team finds AI agents can double learning speed every three months via real-world task interaction. - South China Morning Post

ByteDance's Seedance video generator, priced at $9 a minute versus Google Veo's $24, is winning over independent Hollywood filmmakers - Los Angeles Times

The Federal Reserve is studying AI's risk of structurally higher unemployment across the labor market. - Yahoo

Harvard study finds AI-native startups are smaller, more senior-heavy, and hire 15% fewer entry-level workers. - Business Insider

Show me the money: CFOs want proof AI investment pays off; experts say track speed, quality, and freed-up capacity for higher-value work. - Fast Company

Research finds 67% of enterprise AI use flows through unmanaged personal accounts, and 86% of firms lack visibility into AI data flows - TechRadar

Employees use generative AI three times more than leaders realize, and a 52-point trust gap separates workers from executives on AI's judgment. - Fast Company

AI facilitating new integrated home renovation business model - Yahoo

Elon Musk capped Tesla employees' AI spending at $200 a week, joining firms like Uber and Meta in limiting AI costs. - The Telegraph

The Wall Street Journal reports SpaceX showed investors an AI device prototype, which Elon Musk denies is a phone. - CNET

Coinbase CEO Brian Armstrong predicts 80% of AI workloads will run on 99% cheaper models within 12-18 months as 'modelmaxxing' replaces token maximization. - Business Insider

Macs find an AI niche as Apple Silicon runs local models capably with unified memory. - The Deep View

(I wonder if M7 is planned to leapfrog the SOCs Nvidia announced at Computex.)

AI-generated child sexual abuse videos jumped from 13 in 2024 to 3,440 in 2025, prompting UK to warn parents not to post children's photos publicly - the Guardian

Midjourney to the center of your torso: Midjourney frames its new ultrasound body-scanner as a wellness device to avoid FDA clearance, but its own video raises doubts about accuracy - The Verge

Discovery channel: Midjourney seeks to force Disney, Universal, and Warner Bros. to disclose their own AI usage in lawsuit. - TechCrunch

Leaked benchmarks suggest Google's Gemini 4 Flash excels at SVG (vector graphics) rendering but struggles with abstract reasoning; its release has stalled amid regulatory scrutiny - Geeky Gadgets

Mistral AI's open-source 119b-parameter Leanstral 1.5 for math and code reasoning saturates the miniF2F benchmark and solves 587 of 672 PutnamBench problems. - 4sysops

Swing state machine: Voters are increasingly turning to AI chatbots like Claude for help deciding how to vote in the 2026 midterms. - The New York Times

Wikipedia under attack from AI, MAGA, and autocrats. - The New York Times

World models beat word models? Yann LeCun says today's AI "can't match a rat" and is building world-model systems as an alternative to large language models - BBC News

Linguists say humans struggle to reliably distinguish AI-generated writing from human text, complicating literary accusations. - the Guardian

Curiosity, killed by the chat: AI can shorten the brain's five-stage curiosity cycle, reducing exploration, memory formation, and judgment over repeated use, an analysis argues. - Forbes

Revenge of the philosophy majors - The New York Times

Andrew Garfield plays Altman as a pathological liar in Neon's upcoming film 'Artificial,' which also casts Musk as a villain. - Yahoo

One day we will have AGI but today is not that day - Reddit

Happy Fourth to all, including all the AI haters and losers! - Google Photos

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