The Brutalist Report - techmeme
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- GameStop CEO Ryan Cohen says he is making an unsolicited ~$56B offer to buy eBay and will take the offer to shareholders if the company is not receptive (Lauren Thomas/Wall Street Journal) [10d]
- A profile of music AI startup Suno, valued at ~$2.5B with 2M+ paying users and $300M annualized revenue as of February, as it battles record labels and artists (Rashi Shrivastava/Forbes) [10d]
- A look at Atlassian and Twilio earnings beats, with early signs of Atlassian's AI response success and Twilio becoming a picks-and-shovels layer for AI agents (Jason Lemkin/SaaStr) [11d]
- Analysis: Asian suppliers account for ~90% of Nvidia's production costs, up from 65% in 2025, as latest wave of collaborations shifts from chips to physical AI (Abhishek Vishnoi/Bloomberg) [11d]
- JLL: Japan's $23B data center market is set to grow ~50% by 2030, with 90% of sites concentrated in densely populated regions, prompting pushback from residents (Financial Times) [11d]
- How Amazon's expansion into fashion helped Jeff Bezos enter fashion's inner circle, as he and Lauren Sánchez Bezos become underwriters for this year's Met Gala (Chavie Lieber/Wall Street Journal) [11d]
- Nintendo's share price has fallen by ~45% since August 2025, as rising memory chip costs drive investor concerns over profit margins for the Switch 2 (David Keohane/Financial Times) [11d]
- A profile of BlackBerry's QNX division, whose operating system controls safety features in 275M cars and accounts for half of BlackBerry's revenue (Ben Cohen/Wall Street Journal) [11d]
- An evaluation by NIST's CAISI says DeepSeek V4 Pro lags behind leading US AI models by about eight months and is the most capable Chinese AI model to date (NIST) [11d]
- A slew of top Boston Dynamics execs have left the Hyundai-owned company in recent months, as sources say it faces pressure to speed the delivery of humanoids (Rachyl Jones/Semafor) [11d]
- Sources: OpenAI employees have raised alarms internally over failures to alert law enforcement when users describe plans for real-world violence to ChatGPT (Georgia Wells/Wall Street Journal) [11d]
- Palo Alto Networks agrees to acquire Portkey, which develops AI gateway tech to manage and secure AI agents; sources say the deal values Portkey at $120M-$140M (The Economic Times) [11d]
- Amadeus IT Group, which operates the world's largest travel booking system, plans to acquire French biometrics company Idemia Public Security, for €1.2B in cash (Javi West Larrañaga/Reuters) [11d]
- Ask.com shutters, as its owner IAC "continues to sharpen its focus"; a dot-com era icon, Ask Jeeves launched in 1997, a year before Google (Chase DiBenedetto/Mashable) [11d]
- Maryland becomes the first US state to ban surveillance pricing in grocery stores, as other states including CO, CA, MA, IL, and NJ consider similar bills (Sanya Mansoor/The Guardian) [11d]
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