Apple Tells 40 Ex-Staff at OpenAI to Preserve Data
Apple sent legal preservation letters to roughly 40 former employees now working at OpenAI, instructing them to retain documents relevant to its trade secret lawsuit. The Financial Times reported the letters on July 17, one week after Apple sued OpenAI, and they reach ten times further than the two engineers actually named as defendants.
read →

Kimi K3 Is the Largest Open Model Ever, and It Is Not Cheap
Moonshot AI released Kimi K3 on July 16, a 2.8-trillion-parameter open mixture-of-experts model with a 1M-token context, and priced it at $3 in / $15 out per million tokens: the most expensive model a Chinese lab has ever shipped, and the end of the cheap-Chinese-model story.

TSMC Adds $100B to Arizona as Capex Guidance Jumps
TSMC reported record Q2 net income of NT$706.56 billion, up 77.4% year over year, and CEO C.C. Wei committed another $100 billion to Arizona for at least four more 2nm-and-below fabs, lifting total US investment to $265 billion. The surprise was capex: 2026 guidance jumped to $60-64 billion from $52-56 billion.

29 Countries Sign China-Led AI Governance Body in Shanghai
Twenty-nine countries signed an agreement in Shanghai on July 16 establishing the World Artificial Intelligence Cooperation Organization, an intergovernmental body headquartered in Shanghai. China proposed WAICO a year ago and no country had joined until now, making this the first real alternative bloc to the EU AI Act and the G7 process.

Gemini 3.5 Pro Is Months Late and DeepMind Is Rattled
Bloomberg reported hours ago that Google's Gemini 3.5 Pro is months behind schedule, with coding the capability the company keeps going back to fix. Ten current and former employees describe a lab that worries it has lost the frontier to Anthropic and OpenAI.

Microsoft Open-Sources Comic Chat After 30 Years
Microsoft published the full source of Comic Chat, its 1996 comic-strip IRC client, under an MIT license at github.com/microsoft/comic-chat, including AI-assisted forks that build the 30-year-old Visual C++ and MFC code in Visual Studio 2022.

Alpaca Raises $135M for Agent-First Brokerage Rails
Alpaca raised $135M in equity led by Peak XV plus roughly $300M in debt from Kraken's parent Payward and BMO, a $435M package to build brokerage infrastructure that treats AI agents as first-class callers into tokenized and traditional markets.

KAT-Coder-Pro V2.5 Lands Second on SWE-Bench Pro
Kwaipilot's KAT-Coder-Pro V2.5 scores 65.2 on SWE-Bench Pro, second only to Opus 4.8 at 69.2, and posts the best tool-use result on PinchBench at 94.9. The real story is AutoBuilder, the pipeline that raised repo-environment build success from 16.5% to 57.2%.

ASML Raises 2026 Guidance Again as EUV Orders Surge
ASML posted Q2 net sales of 9.3 billion euros and raised full-year 2026 guidance to 43-45 billion euros, up from 36-40 billion, the second raise this year. It is also expanding 2027 EUV capacity by 30%, which is the number that actually matters.

Debian 13.6 Ships a Fix for the Expired Secure Boot CA
Debian 13.6 landed July 11 with fwupd 2.0.20, which can update your firmware's Secure Boot CA, KEK and DBX databases. The reason it matters: the 2013 UEFI CA that signs most Linux bootloaders has expired, and future shim updates will not validate on firmware that never got the 2023 replacement.