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2025.36: Google, Apple, and a Giant Sigh of Relief

The best Stratechery content from the week of September 1, 2025, including the Google Patronage Network, Google and competition, and Cloudflare and the future of the Internet.

Stratechery by Ben Thompson

15 小时前

Qualcomm debuts Snapdragon Ride Pilot, a hands-free driver assistance system that is launching with the BMW iX3 and has been validated for use in 60+ countries (Andrew J. Hawkins/The Verge)

Andrew J. Hawkins / The Verge: Qualcomm debuts Snapdragon Ride Pilot, a hands-free driver assistance system that is launching with the BMW iX3 and has been validated for use in 60+ countries — The chipmaker's new ADAS system will debut with the BMW iX3 in 2026. … Qualcomm is joining forces with BMW on a new driver-assist system …

2 小时前

Two authors file a proposed class action lawsuit against Apple, alleging Apple knowingly used a dataset of pirated books to train its AI models (Mike Scarcella/Reuters)

Mike Scarcella / Reuters: Two authors file a proposed class action lawsuit against Apple, alleging Apple knowingly used a dataset of pirated books to train its AI models — Technology giant Apple (AAPL.O) was accused by authors in a lawsuit on Friday of illegally using their copyrighted books to help train …

2 小时前

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今天从 139 个 RSS 源接收到 2285 条更新。

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AppLovin stock jumps 7%+ and Robinhood jumps 8%+ in extended trading after S&P Global said the two will join the S&P 500 index on September 22 (Jordan Novet/CNBC)

Jordan Novet / CNBC: AppLovin stock jumps 7%+ and Robinhood jumps 8%+ in extended trading after S&P Global said the two will join the S&P 500 index on September 22 — Shares of advertising technology company AppLovin and stock trading app Robinhood Markets jumped in extended trading on Friday after S&P Global …

4 小时前

US tech industry's eight companies valued at $1T+ gained a combined $420B in market cap this week, lifting their total value to $21T, led by a Google rally (Ari Levy/CNBC)

Ari Levy / CNBC: US tech industry's eight companies valued at $1T+ gained a combined $420B in market cap this week, lifting their total value to $21T, led by a Google rally — From the courtroom to the boardroom, it was a big week for tech investors. — The resolution of Google's antitrust case led to sharp rallies for Alphabet and Apple.

5 小时前

At the White House dinner, Zuckerberg said Meta plans to spend "something like at least $600B" through 2028 on data centers and other infrastructure in the US (Kalley Huang/The Information)

Kalley Huang / The Information: At the White House dinner, Zuckerberg said Meta plans to spend “something like at least $600B” through 2028 on data centers and other infrastructure in the US — Meta Platforms plans to spend “something like at least $600 billion” through 2028 on data centers and other infrastructure …

6 小时前

After the EU fined Google €2.95B, Trump threatens a trade probe, saying the Trump administration "will not allow these discriminatory actions to stand" (Kevin Breuninger/CNBC)

Kevin Breuninger / CNBC: After the EU fined Google €2.95B, Trump threatens a trade probe, saying the Trump administration “will not allow these discriminatory actions to stand” — - CNBC Councils — Supply Chain Values — CNBC on Peacock — Join the CNBC Panel — Ad Choices — News Tips

6 小时前

In a letter to OpenAI, AGs of California and Delaware raise concerns about the deaths of some ChatGPT users and threaten to block OpenAI's planned restructuring (George Hammond/Financial Times)

George Hammond / Financial Times: In a letter to OpenAI, AGs of California and Delaware raise concerns about the deaths of some ChatGPT users and threaten to block OpenAI's planned restructuring — Attorneys-general of California and Delaware threaten to block tech group's planned restructuring

6 小时前

Filing: Anthropic has agreed to pay $1.5B plus interest to resolve an authors' copyright lawsuit over the company's downloading of millions of pirated books (Bloomberg)

Bloomberg: Filing: Anthropic has agreed to pay $1.5B plus interest to resolve an authors' copyright lawsuit over the company's downloading of millions of pirated books — Anthropic PBC will pay at least $1.5 billion plus interest to resolve an authors' copyright lawsuit over the AI company's downloading …

6 小时前

Roblox launches text-to-speech and speech-to-text APIs, and AI tools, including letting creators generate fully functional 3D objects from prompts, and more (Aisha Malik/TechCrunch)

Aisha Malik / TechCrunch: Roblox launches text-to-speech and speech-to-text APIs, and AI tools, including letting creators generate fully functional 3D objects from prompts, and more — Online gaming platform Roblox is launching a TikTok-like short-form video feed for sharing gameplay moments, the company unveiled on Friday at the Roblox Developers Conference.

7 小时前

Roblox increases its DevEx rate, letting creators earn 8.5% more when they convert their earned Robux into cash, says creators earned $1B+ over the past year (David Baszucki/Roblox Corporate)

David Baszucki / Roblox Corporate: Roblox increases its DevEx rate, letting creators earn 8.5% more when they convert their earned Robux into cash, says creators earned $1B+ over the past year — Unveiling first-of-its-kind AI, new powerful engine capabilities, creators earning 8.5% more, and our path to capturing 10% of all gaming content revenue

7 小时前

Roblox is testing Roblox Moments, a TikTok-like video app allowing users to share 30-second clips of gameplay, and makes the source code available to developers (Cecilia D'Anastasio/Bloomberg)

Cecilia D'Anastasio / Bloomberg: Roblox is testing Roblox Moments, a TikTok-like video app allowing users to share 30-second clips of gameplay, and makes the source code available to developers — Video-game giant makes announcement at its annual developers conference. — Roblox Corp. is testing a short-form video app similar …

7 小时前

Isotopes, co-founded by Scale AI's former CTO Arun Murthy to build an AI agent for enterprise business analytics, raised a $20M seed (Julie Bort/TechCrunch)

Julie Bort / TechCrunch: Isotopes, co-founded by Scale AI's former CTO Arun Murthy to build an AI agent for enterprise business analytics, raised a $20M seed — Isotopes came out of stealth on Thursday with a healthy $20 million seed round. — It offers an AI agent to solve a problem that data analytics products …

8 小时前

At the White House dinner on Thursday night, Big Tech executives put on an uncanny display of fealty to Donald Trump by taking turns praising his leadership (Brian Barrett/Wired)

Brian Barrett / Wired: At the White House dinner on Thursday night, Big Tech executives put on an uncanny display of fealty to Donald Trump by taking turns praising his leadership — At a White House dinner Thursday night, America's tech executives put on an uncanny display of fealty to Donald Trump.

9 小时前

OpenAI acqui-hires the team behind Alex Codes, a Y-Combinator-backed startup whose tool lets developers use AI models within Apple's development suite Xcode (Ivan Mehta/TechCrunch)

Ivan Mehta / TechCrunch: OpenAI acqui-hires the team behind Alex Codes, a Y-Combinator-backed startup whose tool lets developers use AI models within Apple's development suite Xcode — Acqui-hires feel like they're here to stay: The team behind Alex, a popular tool that lets developers use AI models within Apple's development suite Xcode, is joining OpenAI.

9 小时前

The EU fines Google €2.95B for abusing its dominance in digital ads, and says its preliminary stance is that Google must divest parts of its ad-tech business (Wall Street Journal)

Wall Street Journal: The EU fines Google €2.95B for abusing its dominance in digital ads, and says its preliminary stance is that Google must divest parts of its ad-tech business — Bloc's antitrust regulators say search giant may need to divest parts of its business — BRUSSELS—The European Union fined …

10 小时前

Reliability of jobs data

The Bureau of Labor Statistics released monthly jobs data, but after the firing… Tags: Bureau of Labor Statistics, New York Times, uncertainty

9 小时前

Lidar to measure climate disasters

Jon Keegan of Beautiful Public Data highlights researchers who used lidar to estimate… Tags: Beautiful Public Data, Lidar, Los Angeles, wildfire

15 小时前

Lonely Fans

Loneliness is lucrative. Leonid Radvinsky, the secretive owner of OnlyFans, received a $700 million windfall last year, while the platform’s top tier of content creators — mostly women — earn millions annually. With $7.2 billion in annual gross revenue and just 46 employees, OnlyFans may be one of the most profitable companies on the planet. […] The post Lonely Fans appeared first on No Mercy / No Malice.

No Mercy / No Malice

9 小时前

The Top 5 Longreads of the Week

Recommending stories from Viola Zhou, Mina Tavakoli, Stephanie Krzywonos, Maggie Millner, and Joe Hagan.

Homepage - Longreads

15 小时前

Ocean of Influence: Inside the Celebrity Boat Trip That Was All Over Your Feeds

"The Ritz-Carlton Yacht Collection threw the mother of all influencer trips, featuring Tom Brady, Leo DiCaprio, Martha Stewart, and a hundred or so other A-listers. Vanity Fair climbed aboard…"

Homepage - Longreads

17 小时前

Some French publishers are giving AI revenue directly to journalists. Could that ever happen in the U.S.?

In the U.S., when a publisher signs a licensing deal with an AI company, newsroom staffers don’t get a cut. Many newsrooms have licensed their content to OpenAI in bulk, for example. A staff reporter’s stories can be used as training data for the latest GPT model, or may surface in ChatGPT’s response to a...

Nieman Journalism Lab

1 天前

MassLive has spun a small-market newspaper into a web traffic powerhouse

I didn’t think it was possible, but it turns out I wasn’t generous enough to Advance Local. A few weeks back, we released our first monthly traffic rankings for U.S. local newspapers, and the big takeaway was the dominance of Advance Local, the chain that owns the dailies in Cleveland, Harrisburg, Newark, Syracuse, Birmingham, and...

Nieman Journalism Lab

1 天前

An Interview with Cloudflare Founder and CEO Matthew Prince About Internet History and Pay-per-crawl

An interview with Cloudflare founder and CEO Matthew Prince about founding Cloudflare from the bottoms up, and why now is the time to leverage the power that followed to enact pay-per-crawl.

Stratechery by Ben Thompson

2 天前

Docusign reports Q2 revenue up 9% YoY to $800.6M vs. $780.1M est., raises FY 2026 sales outlook, and forecasts Q3 revenue above est.; DOCU jumps 8%+ after hours (Katherine Hamilton/Wall Street Journal)

Katherine Hamilton / Wall Street Journal: Docusign reports Q2 revenue up 9% YoY to $800.6M vs. $780.1M est., raises FY 2026 sales outlook, and forecasts Q3 revenue above est.; DOCU jumps 8%+ after hours — The electronic-signature company is attempting to win bigger customers for its new AI tool that summarizes and analyzes agreement documents

1 天前

How Wikipedia became the factual foundation of the web and why it's under attack from Musk, conservative groups, the Trump administration, and other governments (Josh Dzieza/The Verge)

Josh Dzieza / The Verge: How Wikipedia became the factual foundation of the web and why it's under attack from Musk, conservative groups, the Trump administration, and other governments — WhenWhen armies invade, hurricanes form, or governments fall, a Wikipedia editor will typically update the relevant articles seconds after the news breaks.

1 天前

An Anthropic executive says the company will stop selling AI services to majority Chinese-owned groups and to US adversaries, like Russia, Iran, and North Korea (Financial Times)

Financial Times: An Anthropic executive says the company will stop selling AI services to majority Chinese-owned groups and to US adversaries, like Russia, Iran, and North Korea — Policy will also apply to US adversaries including Russia, Iran and North Korea — Anthropic will stop selling artificial …

1 天前

Broadcom reports Q3 revenue up 22% YoY to $16B, vs. $15.8B est., AI revenue up 63% to $5.2B, vs. $5.11B est., and forecasts Q4 revenue above estimates (Dina Bass/Bloomberg)

Dina Bass / Bloomberg: Broadcom reports Q3 revenue up 22% YoY to $16B, vs. $15.8B est., AI revenue up 63% to $5.2B, vs. $5.11B est., and forecasts Q4 revenue above estimates — Broadcom Inc. Chief Executive Officer Hock Tan told investors that the chipmaker's artificial intelligence outlook will improve …

1 天前

Sources: StubHub and Netskope plan to start formally marketing their IPOs as soon as Monday; StubHub could raise $1B+, and Netskope is seeking to raise ~$1B (Bloomberg)

Bloomberg: Sources: StubHub and Netskope plan to start formally marketing their IPOs as soon as Monday; StubHub could raise $1B+, and Netskope is seeking to raise ~$1B — A pair of IPO hopefuls are adding to September's packed calendar, seizing the momentum from a string of well-received debuts as US equity markets near record highs.

1 天前

Source: Nvidia agreed to rent 10,000 of its own AI chips from Lambda for $1.3B over four years, the latest example of Nvidia's circular financial arrangements (The Information)

The Information: Source: Nvidia agreed to rent 10,000 of its own AI chips from Lambda for $1.3B over four years, the latest example of Nvidia's circular financial arrangements — A small cloud provider for artificial intelligence that's preparing to go public has secured a major boost from its most important supplier: Nvidia.

1 天前

WBD files a copyright suit against Midjourney, accusing the startup of using its content to train AI and letting users generate images of characters like Batman (Winston Cho/The Hollywood Reporter)

Winston Cho / The Hollywood Reporter: WBD files a copyright suit against Midjourney, accusing the startup of using its content to train AI and letting users generate images of characters like Batman — The lawsuit against Midjourney was filed as a growing contingent of Hollywood steps into the fight over generative artificial intelligence.

1 天前

Augment, founded by Deliverr's Harish Abbott, raised an $85M Series A led by Redpoint to scale its AI assistant for logistics, five months after a $25M seed (Marina Temkin/TechCrunch)

Marina Temkin / TechCrunch: Augment, founded by Deliverr's Harish Abbott, raised an $85M Series A led by Redpoint to scale its AI assistant for logistics, five months after a $25M seed — Having built and sold e-commerce shipping startup Deliverr to Shopify for $2.1 billion in 2022, co-founder and CEO Harish Abbott knows the logistics industry well.

1 天前

Bret Taylor's Sierra raised $350M at a $10B valuation, up from $4.5B in 2024, and says its AI customer service agents are being used by "hundreds of millions" (Ashley Capoot/CNBC)

Ashley Capoot / CNBC: Bret Taylor's Sierra raised $350M at a $10B valuation, up from $4.5B in 2024, and says its AI customer service agents are being used by “hundreds of millions” — Bret Taylor's artificial intelligence startup Sierra has just joined an exclusive club: The company sports …

1 天前

OpenAI plans to launch a jobs platform in 2026 to match employers with candidates with AI skills, and a certification program for AI roles in the coming months (Bloomberg)

Bloomberg: OpenAI plans to launch a jobs platform in 2026 to match employers with candidates with AI skills, and a certification program for AI roles in the coming months — OpenAI plans to launch a new AI-powered jobs platform next year to help match employers with candidates who have artificial intelligence skills …

1 天前

ID.me, a digital ID service used by US agencies like the IRS, raised a $340M Series E led by Ribbit at a $2B+ valuation, bringing its total funding to $580M+ (Reuters)

Reuters: ID.me, a digital ID service used by US agencies like the IRS, raised a $340M Series E led by Ribbit at a $2B+ valuation, bringing its total funding to $580M+ — ID.me said on Wednesday it had raised $340 million across its latest funding round, combined with a credit facility …

1 天前

The Trump administration plans to ease rules for self driving cars by removing some requirements designed for human drivers, such as windshield wipers (Keith Laing/Bloomberg)

Keith Laing / Bloomberg: The Trump administration plans to ease rules for self driving cars by removing some requirements designed for human drivers, such as windshield wipers — The Trump administration is taking steps to make it easier for automakers to deploy-self driving cars by removing some requirements designed specifically …

1 天前

Meta rolls out a tool that lets users attach up to 10,000 characters of text to Threads posts, building upon the 500-character text limit for posts (Jay Peters/The Verge)

Jay Peters / The Verge: Meta rolls out a tool that lets users attach up to 10,000 characters of text to Threads posts, building upon the 500-character text limit for posts — Blogging is back. … Meta is adding a new feature to let you add a bunch of extra text to Threads posts — no screenshots of text blocks required.

1 天前

DOJ charges ex-IRL CEO Abraham Shafi with securities and wire fraud for allegedly misleading investors about user growth, concealing personal expenses, and more (Fortune)

Fortune: DOJ charges ex-IRL CEO Abraham Shafi with securities and wire fraud for allegedly misleading investors about user growth, concealing personal expenses, and more — Authorities charged the ex-CEO of a former unicorn, buzzy social media startup IRL (which stands for “in real life") …

1 天前

Adobe plans to launch a free version of its Premiere video editor for iPhone later this month, with one-tap exporting to TikTok, YouTube Shorts, and Instagram (Dominic Preston/The Verge)

Dominic Preston / The Verge: Adobe plans to launch a free version of its Premiere video editor for iPhone later this month, with one-tap exporting to TikTok, YouTube Shorts, and Instagram — Adobe is bringing its video editor Premiere to iPhone, promising “pro-level” editing on the go for free.

1 天前

Pickleball courts take over, seen from the skies

For NYT’s the Upshot, Ethan Singer found the birth of pickleball courts in… Tags: courts, Ethan Singer, photography, pickleball, Upshot

1 天前

✚ Data with missing information

This week is about helping people see data for what it is and avoiding poor choices. Tags: audience, context

1 天前

Facial recognition software leads to wrong man arrested for flashing

NYPD arrested the wrong man, because facial recognition marked a match. Maria Cramer… Tags: ethics, facial recognition, New York Times, police, privacy

2 天前

Arundhati Roy on How to Survive in a “Culture of Fear”

"Those of us who’ve been very unsafe as children, we seek out the unsafe. We seek out the lack of security, and if you have security, you blow it up."

Homepage - Longreads

1 天前

God Dog

"A visit to the dog show."

Homepage - Longreads

2 天前

The Worst Air Disaster You’ve Never Heard Of

"In the early days of flight, airships were hailed as the future of war. Then disaster struck the USS Akron."

Homepage - Longreads

2 天前

Google Remedy Decision, Reasonable Remedies, The Google Patronage Network

Google lost some battles but won the war in its search distribution case: the Google patronage network was deemed too important to undo.

Stratechery by Ben Thompson

3 天前

The biggest antitrust case against Big Tech in decades turned out to be kind of a flop

Publishers and competitors have been calling to break up Google for decades. It’s too powerful, the argument goes, combining dominance in search, web browsing, ad selling, maps, email, video, mobile operating systems, and more. It uses its power in one segment to buttress others, stifling competition and taking too large a share of the economic...

Nieman Journalism Lab

2 天前

This professor decided to teach his college students Fact-Checking 101 — here’s what happened

Mike Evans knew something had to change. As the lead instructor for American Government 1101 at Georgia State University in 2021, Evans had watched his students over the years show up with fewer facts and more conspiracy theories. Gone were the days when students arrived on campus with dim memories of high school civics. Now...

Nieman Journalism Lab

2 天前

Roblox will expand age checks to all users of its communication tools by the end of 2025 using facial age estimation tech, ID verification, and parental consent (Sarah Perez/TechCrunch)

Sarah Perez / TechCrunch: Roblox will expand age checks to all users of its communication tools by the end of 2025 using facial age estimation tech, ID verification, and parental consent — Amid lawsuits alleging child safety concerns, online gaming service Roblox announced on Wednesday that it's expanding …

2 天前

C3.ai reports Q1 revenue down 19% YoY to $70.3M, and names long-time tech exec Stephen Ehikian as CEO, replacing Thomas Siebel; its stock falls 11%+ after hours (Ashley Capoot/CNBC)

Ashley Capoot / CNBC: C3.ai reports Q1 revenue down 19% YoY to $70.3M, and names long-time tech exec Stephen Ehikian as CEO, replacing Thomas Siebel; its stock falls 11%+ after hours — Shares of the enterprise artificial intelligence company C3 AI fell 14% in extended trading on Wednesday after it announced fiscal …

2 天前

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