Mary Branscombe
Omnivorous technology journalist. girl with the USB earring; author of the Cassidy At Large technomysteries. Like my writing? Buy me a ☕ ko-fi.com/marybranscombe. she/her. Warning: contains opinions. signal marypcbuk.44
- Arm is probably having a better day than Qualcomm because while Qualcomm is trying to diversify away from phones, Arm hardware is in everything from your electric toothbrush and disposable vibrating razor to your USB cable
- Arm reports Q3 revenue up 26% YoY to $1.24B, vs. $1.22B est., and license and other revenue up 25% to $505M, vs. $519.9M est.; ARM drops 7%+ after hours (Reuters) Main Link | Techmeme Permalink
- memory shortages are going to mean fewer phones getting built and sold, so fewer phone chips sold
- Qualcomm reports Q1 revenue up 5% YoY to $12.25B, vs. $12.21B est., and projects Q2 revenue below est. due to memory supply shortage; QCOM drops 9%+ after hours (Reuters) Main Link | Techmeme Permalink
- and the things Substack funds with preferential publishing deals are fascism and transphobia
- the interesting thing about the news is that Charlie Bell is going back to being an IC; not dissimilar to Satya getting back to the tech stuff. people who like technology like to work with that often more than they like the managing and policy side of senior jobs
- Microsoft says cybersecurity head Charlie Bell will move into a position focused on engineering quality; Hayete Gallot will return from Google to run security (Jordan Novet/CNBC) Main Link | Techmeme Permalink
- it's not that GitHub is months behind; the Pro tier has this already, it's just that the enterprise tiers move a little bit more slowly because enterprises like things to have had market validation
- GitHub integrates Claude and Codex AI coding agents directly into GitHub, GitHub Mobile, and Visual Studio Code, for Copilot Pro Plus and Enterprise users (Tom Warren/The Verge) Main Link | Techmeme Permalink
- I do hope the people who actually write the content get some of the money here
- Microsoft launches the Publisher Content Marketplace in partnership with Condé Nast, Hearst, AP, and others, to let publishers license content to AI companies (Anu Adegbola/Search Engine Land) Main Link | Techmeme Permalink
- jaywalking is not 'permitted' in London'; there is literally no offense of jaywalking in the UK because we did not get as car-brained as the US and allow the car makers to have the law changed. stop using American words for things that are illegal in the US to describe normal British life
- “Jaywalking is permitted in London. In 1966, the police tried to crack down on it, but gave up after three months.” People walk and cycle on roads by right, people drive under licence. Jaywalking is not a thing in English law and Waymo must not change that. www.theguardian.com/commentisfre...
- 'AI-driven' for LEO satellites mean they use something like a Raspberry Pi (or hardened version) to pre-process data/run local models so you're not waiting for the slowest download link ever before you can do something with data
- Tomorrow.io raised $175M at a $1B+ valuation to deploy an AI-driven LEO satellite network for weather forecasting, bringing its total funding to ~$500M (Meir Orbach/CTech) Main Link | Techmeme Permalink
- remember, Microsoft gets all the OpenAI models for free until they actually count as AGI, so Altman has a huge incentive to believe he's built AGI so Microsoft stops getting to compete with OpenAI quite so easily
- A profile of Sam Altman, who says "we basically have built AGI, or very close to it" before dialing it back later and calling it "a spiritual statement" (Richard Nieva/Forbes) Main Link | Techmeme Permalink
- for my own mental health I'm not going to look for cites on these, just remark that these are absolutely the kind of things we normally put down to conspiracy theories and it's so on point that it's not a shadowy official cabal, it's a charismatic creeper and gobs of money behind it all
