Law & Regulation
Today's Repair Duty Covers Devices You Already Sold
Directive 2024/1799 applies from 31 July 2026. The guarantee extension covers new contracts. The manufacturer repair duty covers the installed base.
All news
Artificial Intelligence
The Model Changed but the API Name Did Not
DeepSeek swapped the model behind deepseek-v4-flash on 31 July. Same architecture, same parameters, same endpoint. Its agent scores moved by multiples.
AI Policy
Brussels Was Briefed Before the Blog Post
OpenAI and Anthropic told the European Commission about their AI incidents before the public heard. No rule required it, and none puts you on the list.
Capital
The Agent Paying Your Invoices Is Not Software
Freehand raised 75 million dollars to run supply chain spend with AI agents. It is priced against the labour budget, not the software budget.
Capital
Highland Returned a Billion Before It Asked for One
Highland Europe closed a 1.1 billion euro sixth fund on 29 July after returning more than 1 billion euros to investors in a year, through four different exit routes.
Digital Sovereignty
The EU Will Certify the Call You Make After the Breach
ENISA opened consultation on the EUMSS certification scheme on 24 July. It covers one of the five services the law defines, and comments close on 13 September.
Capital
300,000 Users Outweighed A 75 Million Dollar Beat
Reddit revenue rose 61 percent to 805 million dollars and beat guidance, but US daily uniques slipped to 53.2 million and the stock fell more than 10 percent. The licensing line grew slowest.
Gaming
Apple's Services Shrank From One Quarter To The Next
Apple Services revenue slipped to 30.74 billion dollars from 30.98 billion, the first sequential fall since 2022. Kevan Parekh named mobile gaming and App Store rule changes in three markets.
Decisions
Two Billion Dollars Says You Can Skip the Survey
Simile raised over 200 million dollars at a 2 billion valuation on 30 July to sell simulated consumers. The decision trap is the study you stop running.
Capital
Issuing an Agent an Identity Is the Cheap Half
Okta agreed to buy Permiso Security on 30 July, reportedly for just under 200 million dollars. The second agent-identity acquisition in four days.
AI Policy
Anthropic Won in March and Is Still Being Removed
A federal judge said the case against Anthropic has gotten worse for the government. The Pentagon phase-out still completes on 30 September.
Consumer Tech
Apple Doubled Its Inventory and Guided Down
Apple nearly doubled inventory to 11.1 billion dollars and still guided September growth down to 9 to 11 percent. Tim Cook called memory pricing a hundred-year flood.
Page 94 / 142
The Operator Brief
One considered note on infrastructure, governance, and measurement, most mornings. No theory.