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Sources: Meta HR chief Janelle Gale told employees she can't rule out further layoffs; Zuckerberg said AI automation is not the driving factor behind them
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Sources: Meta HR chief Janelle Gale told employees she can't rule out further layoffs; Zuckerberg said AI automation is not the driving factor behind them

Techmeme·6 months ago
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From Techmeme: Sources: Meta HR chief Janelle Gale told employees she can't rule out further layoffs; Zuckerberg said AI automation is not the driving factor behind them (Business Insider)

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Twilio reports Q1 revenue up 20% YoY to $1.41B, vs. $1.34B est., and forecasts Q2 revenue above estimates; TWLO jumps 17%+ after hours
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Twilio reports Q1 revenue up 20% YoY to $1.41B, vs. $1.34B est., and forecasts Q2 revenue above estimates; TWLO jumps 17%+ after hours

Techmeme·6 months ago
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From Techmeme: Twilio reports Q1 revenue up 20% YoY to $1.41B, vs. $1.34B est., and forecasts Q2 revenue above estimates; TWLO jumps 17%+ after hours (Reinhardt Krause/Investor's Business ...)

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Atlassian reports Q3 revenue up 32% YoY to $1.79B, vs. $1.69B est., and raises its annual revenue forecast; TEAM jumps 17%+ after hours
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Atlassian reports Q3 revenue up 32% YoY to $1.79B, vs. $1.69B est., and raises its annual revenue forecast; TEAM jumps 17%+ after hours

Techmeme·6 months ago
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From Techmeme: Atlassian reports Q3 revenue up 32% YoY to $1.79B, vs. $1.69B est., and raises its annual revenue forecast; TEAM jumps 17%+ after hours (Anhata Rooprai/Reuters)

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Tim Cook says iPhone sales, which slightly missed Q2 estimates, were held back by chip supply constraints, as “demand was off the charts”
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Tim Cook says iPhone sales, which slightly missed Q2 estimates, were held back by chip supply constraints, as “demand was off the charts”

Techmeme·6 months ago
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From Techmeme: Tim Cook says iPhone sales, which slightly missed Q2 estimates, were held back by chip supply constraints, as "demand was off the charts" (Reuters)

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Apple reports Q2 revenue from Services, which includes the App Store, Apple TV, Apple Music, and more, grew 16.3% YoY to $30.98B, beating estimates of $30.4B
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Apple reports Q2 revenue from Services, which includes the App Store, Apple TV, Apple Music, and more, grew 16.3% YoY to $30.98B, beating estimates of $30.4B

Techmeme·6 months ago
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From Techmeme: Apple reports Q2 revenue from Services, which includes the App Store, Apple TV, Apple Music, and more, grew 16.3% YoY to $30.98B, beating estimates of $30.4B (Todd Spangler/Variety)

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Apple Q2: iPhone up 22% YoY to $56.99B, vs. $57.21B est., Mac up 6% to $8.4B, iPad up 8% to $6.91B, and Wearables, Home, and Accessories up 5% to $7.9B
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Apple Q2: iPhone up 22% YoY to $56.99B, vs. $57.21B est., Mac up 6% to $8.4B, iPad up 8% to $6.91B, and Wearables, Home, and Accessories up 5% to $7.9B

Techmeme·6 months ago
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From Techmeme: Apple Q2: iPhone up 22% YoY to $56.99B, vs. $57.21B est., Mac up 6% to $8.4B, iPad up 8% to $6.91B, and Wearables, Home, and Accessories up 5% to $7.9B (Jennifer Elias/CNBC)

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Apple reports Q2 revenue up 17% YoY to $111.18B, vs. $109.66B est., net income up 19% to $29.6B, and EPS up 22% to $2.01, above $1.95 est.
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Apple reports Q2 revenue up 17% YoY to $111.18B, vs. $109.66B est., net income up 19% to $29.6B, and EPS up 22% to $2.01, above $1.95 est.

Techmeme·6 months ago
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From Techmeme: Apple reports Q2 revenue up 17% YoY to $111.18B, vs. $109.66B est., net income up 19% to $29.6B, and EPS up 22% to $2.01, above $1.95 est. (Apple)

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Roblox reports Q1 bookings up 43% YoY to $1.7B, vs. $1.73B est., and DAUs up 35% to 132M, below analysts' estimates of 143.8M; RBLX drops 16%+ after hours
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Roblox reports Q1 bookings up 43% YoY to $1.7B, vs. $1.73B est., and DAUs up 35% to 132M, below analysts' estimates of 143.8M; RBLX drops 16%+ after hours

Techmeme·6 months ago
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From Techmeme: Roblox reports Q1 bookings up 43% YoY to $1.7B, vs. $1.73B est., and DAUs up 35% to 132M, below analysts' estimates of 143.8M; RBLX drops 16%+ after hours (Cecilia D'Anastasio/Bloomberg)

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Roku reports Q1 revenue up 22% YoY to $1.25B, ad revenue up 27% to $613M, subscription revenue up 30%, raises 2026 profit guidance; ROKU jumps 8%+ after hours
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Roku reports Q1 revenue up 22% YoY to $1.25B, ad revenue up 27% to $613M, subscription revenue up 30%, raises 2026 profit guidance; ROKU jumps 8%+ after hours

Techmeme·6 months ago
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From Techmeme: Roku reports Q1 revenue up 22% YoY to $1.25B, ad revenue up 27% to $613M, subscription revenue up 30%, raises 2026 profit guidance; ROKU jumps 8%+ after hours (Todd Spangler/Variety)

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Reddit reports Q1 revenue up 69% YoY to $663M, vs. $611M est., DAUq up 17% to 126.8M, vs. 125.9M est., and forecasts Q2 revenue above estimates
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Reddit reports Q1 revenue up 69% YoY to $663M, vs. $611M est., DAUq up 17% to 126.8M, vs. 125.9M est., and forecasts Q2 revenue above estimates

Techmeme·6 months ago
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From Techmeme: Reddit reports Q1 revenue up 69% YoY to $663M, vs. $611M est., DAUq up 17% to 126.8M, vs. 125.9M est., and forecasts Q2 revenue above estimates (Jonathan Vanian/CNBC)

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Google is rolling out Gemini to cars that have Google built-in, replacing Google Assistant, starting with English in the US
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Google is rolling out Gemini to cars that have Google built-in, replacing Google Assistant, starting with English in the US

Techmeme·6 months ago
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From Techmeme: Google is rolling out Gemini to cars that have Google built-in, replacing Google Assistant, starting with English in the US (Jess Weatherbed/The Verge)

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Musk v. Altman: the judge told Musk's lawyer she did not want talk of AI's existential threat seeping into the trial, focusing instead on OpenAI's founding
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Musk v. Altman: the judge told Musk's lawyer she did not want talk of AI's existential threat seeping into the trial, focusing instead on OpenAI's founding

Techmeme·6 months ago
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From Techmeme: Musk v. Altman: the judge told Musk's lawyer she did not want talk of AI's existential threat seeping into the trial, focusing instead on OpenAI's founding (New York Times)

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Musk v. Altman: when asked whether xAI has distilled OpenAI models, Elon Musk says the claim is “partly” true
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Musk v. Altman: when asked whether xAI has distilled OpenAI models, Elon Musk says the claim is “partly” true

Techmeme·6 months ago
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From Techmeme: Musk v. Altman: when asked whether xAI has distilled OpenAI models, Elon Musk says the claim is "partly" true (Wired)

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Sources: Meta drew about $96B of orders from investors for a $25B bond sale it launched on Thursday; Meta sold $30B of corporate bonds in October 2025
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Sources: Meta drew about $96B of orders from investors for a $25B bond sale it launched on Thursday; Meta sold $30B of corporate bonds in October 2025

Techmeme·6 months ago
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From Techmeme: Sources: Meta drew about $96B of orders from investors for a $25B bond sale it launched on Thursday; Meta sold $30B of corporate bonds in October 2025 (Bloomberg)

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Sources: KKR has secured $10B+ to launch Helix Digital Infrastructure, a company led by ex-AWS CEO Adam Selipsky that will develop and operate AI infrastructure
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Sources: KKR has secured $10B+ to launch Helix Digital Infrastructure, a company led by ex-AWS CEO Adam Selipsky that will develop and operate AI infrastructure

Techmeme·6 months ago
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From Techmeme: Sources: KKR has secured $10B+ to launch Helix Digital Infrastructure, a company led by ex-AWS CEO Adam Selipsky that will develop and operate AI infrastructure (Bloomberg)

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Musk v. Altman: when asked whether xAI has ever distilled tech from OpenAI, Elon Musk says the claim is “partly” true
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Musk v. Altman: when asked whether xAI has ever distilled tech from OpenAI, Elon Musk says the claim is “partly” true

Techmeme·6 months ago
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From Techmeme: Musk v. Altman: when asked whether xAI has ever distilled tech from OpenAI, Elon Musk says the claim is "partly" true (New York Times)

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The US Senate Judiciary Committee unanimously endorses a bipartisan child safety bill requiring AI companies like OpenAI and Meta to implement age verification
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The US Senate Judiciary Committee unanimously endorses a bipartisan child safety bill requiring AI companies like OpenAI and Meta to implement age verification

Techmeme·6 months ago
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From Techmeme: The US Senate Judiciary Committee unanimously endorses a bipartisan child safety bill requiring AI companies like OpenAI and Meta to implement age verification (Emily Birnbaum/Bloomberg)

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Cybersecurity analysis: GPT-5.5 reaches a similar level of performance as Mythos Preview and is the second model to solve a multi-step cyberattack simulation
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Cybersecurity analysis: GPT-5.5 reaches a similar level of performance as Mythos Preview and is the second model to solve a multi-step cyberattack simulation

Techmeme·6 months ago
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From Techmeme: Cybersecurity analysis: GPT-5.5 reaches a similar level of performance as Mythos Preview and is the second model to solve a multi-step cyberattack simulation (AI Security Institute)

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Serverless inference platform Featherless.ai raised a $20M Series A co-led by AMD Ventures and Airbus Ventures; the startup supports over 30,000 open models
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Serverless inference platform Featherless.ai raised a $20M Series A co-led by AMD Ventures and Airbus Ventures; the startup supports over 30,000 open models

Techmeme·6 months ago
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From Techmeme: Serverless inference platform Featherless.ai raised a $20M Series A co-led by AMD Ventures and Airbus Ventures; the startup supports over 30,000 open models (Cate Lawrence/Tech.eu)

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X says it has begun a “phased rollout” of its rebuilt ad platform, which it says will have more modern “retrieval and ranking systems” powered by AI
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X says it has begun a “phased rollout” of its rebuilt ad platform, which it says will have more modern “retrieval and ranking systems” powered by AI

Techmeme·6 months ago
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From Techmeme: X says it has begun a "phased rollout" of its rebuilt ad platform, which it says will have more modern "retrieval and ranking systems" powered by AI (Sarah Perez/TechCrunch)

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