The Social Community forThe Most Important Thing

Oura is reportedly looking at a US IPO as early as September. This would potentially value the wearable at a $16B. https://techfundingnews.com/oura-targets-3b-ipo-at-16b-valuation/?_bhlid=6579376fbdff4b583fdbc53e25931dd12a030b50

Robotaxis are real now — so is the pushback. As more robotaxis hit the road, the fight over the rules governing the technology is intensifying #Auto Future https://www.theverge.com/transportation/983765/robotaxi-waymo-zoox-tesla-rules-pushback-nhtsa?utm_source=snacks&utm_medium=email&utm_campaign=snacks_20260827&utm_content=148912374b10b2291b5f26b4501cb1f0

Anthropic and OpenAI’s move to develop #Artificial Intelligence applications and features tailored to specific industries continues to worry their customers, some of which must now compete head-on with their main AI suppliers (https://www.theinformation.com/articles/will-anthropic-openai-stop-selling-best-ai-businesses?offer=rtsu-engagement-25%2Crtsu-featured-articles-pro&cio_link_id=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__3a2493e684a14dee0fb6ae672f95d2b98942badcbe5c63309c95013640ba335d&utm_campaign=%5BClaude%5D+%5BNL%5D+RTSU%3A&utm_content=14529&utm_medium=email&utm_source=cio&utm_term=10150).

Worries that Waymo will take business from Uber have pummeled the stock this year. But sellers are overlooking the value of its delivery business. #The Most Important Thing Sellers are overreacting. Uber can still sustain rapid growth and expand its profit margins while staying competitive in the autonomous-driving race #Auto Future in the years to come. https://www.theinformation.com/articles/uber-bears-taken-wrong-turn?offer=rtsu-engagement-25%2Crtsu-featured-articles-pro&utm_campaign=%5BClaude%5D+RTSU%3A+Uber&utm_content=14538&utm_medium=email&utm_source=cio&utm_term=10159&rc=gzsl71

California’s attorney general, Rob Bonta, is getting a lot of attention for the lawsuit he and 11 other state attorneys general filed to block Paramount Skydance’s $110 billion purchase of Warner Bros. Discovery. The state attorneys general are operating under the delusion that we’re still in the 1990s—they allege that Paramount would get too much power in the slowly dying cable television industry and the film industry.  Someone needs to remind the attorneys general that strength in streaming video, not cable, is what matters now, and in streaming both Paramount and Warner are behind leaders like Netflix. It is possible Bonta is trying to do Paramount CEO David Ellison a favor. After all, the best thing for the company would be to jettison many of the cable channels it would inherit if the Warner deal goes through. And since Paramount is taking on a lot of debt—the combined business would have $79 billion of debt at closing—raising money by selling a few declining assets wouldn’t be a bad idea. Ellison should thank Bonta for the idea and dump as many cable channels as he can!

OpenAI, Anthropic, AWS, Microsoft, and 100+ organizations left warnings that critical infrastructure has only months to prepare for cheaper, more accessible AI-enabled cyberattacks. #Artificial Intelligence https://www.axios.com/2026/08/27/openai-anthropic-issue-dire-cyber-threat-warning?_bhlid=e9cbc2d4bd7a37cf80c5ddc132dea4d515f41ace

TSMC is developing an advanced chip-packaging technology similar to what Intel offers, a sign that the Taiwanese giant is worried about Intel. https://www.theinformation.com/articles/tsmc-develops-ai-chip-packaging-tech-counter-intel?offer=rtsu-engagement-25%2Crtsu-featured-articles-pro&utm_campaign=RTSU%3A+TSMC+Develops&utm_content=14355&utm_medium=email&utm_source=cio&utm_term=9983

China is not only exporting EVs, but also exporting a new competitive standard. #Auto Future Once Chinese brands enter a market, they reset expectations for range, equipment, software speed, charging performance and price. That may be even more dangerous for legacy OEMs than the vehicles themselves. Tariffs can buy time in protected markets. But they do not automatically force incumbents to improve. The real question is what legacy OEMs do with that time before the Chinese benchmark becomes the global default.#Data is beautiful https://medium.com/the-geopolitical-economist/how-china-ate-the-global-auto-industry-0a8e5ed2f186

The recent memory chip selloff offers investors a new opportunity to jump into the sector. Samsung is the best bet (https://www.theinformation.com/articles/samsung-new-memory-chip-underdog-now?offer=rtsu-engagement-25%2Crtsu-featured-articles-pro&cio_link_id=eyJlbWFpbF9pZCI6ImRnU2kwUVlEQUplSkJwYUpCZ0dmZ0FxWnp2c2hZSnVSTnB5WUJrcz0iLCJocmVmIjoiaHR0cHM6Ly93d3cudGhlaW5mb3JtYXRpb24uY29tL2FydGljbGVzL3NhbXN1bmctbmV3LW1lbW9yeS1jaGlwLXVuZGVyZG9nLW5vdz9vZmZlcj1ydHN1LWVuZ2FnZW1lbnQtMjUlMkNydHN1LWZlYXR1cmVkLWFydGljbGVzLXByb1x1MDAyNmNpb19saW5rX2lkPUNJTy0tTElOS0lEXHUwMDI2dXRtX2NhbXBhaWduPVJUU1UlM0ErU2Ftc3VuZytJcyt0aGVcdTAwMjZ1dG1fY29udGVudD0xNDIzMFx1MDAyNnV0bV9tZWRpdW09ZW1haWxcdTAwMjZ1dG1fc291cmNlPWNpb1x1MDAyNnV0bV90ZXJtPTk4NzkiLCJpbnRlcm5hbCI6ImEyZDEwNjAzODY0YTk3ODkwNiIsImxpbmtfaWQiOjg2NDM2fQ__78ca81c10356e79c74244627892e95b58455d370dcff128d8b5b345ed5d6e7a7&utm_campaign=RTSU%3A+Samsung+Is+the&utm_content=14230&utm_medium=email&utm_source=cio&utm_term=9879).

A Chinese company has begun manufacturing one of the key pieces of equipment used in chip manufacturing (https://www.theinformation.com/articles/china-starts-mass-producing-homegrown-duv-chipmaking-tools-advance-local-chip-industry?offer=rtsu-engagement-25%2Crtsu-featured-articles-pro&cio_link_id=eyJlbWFpbF9pZCI6ImRnU2kwUVlEQUplSkJwYUpCZ0dmbzhvQXQyMmNkck53WTl3OTdScz0iLCJocmVmIjoiaHR0cHM6Ly93d3cudGhlaW5mb3JtYXRpb24uY29tL2FydGljbGVzL2NoaW5hLXN0YXJ0cy1tYXNzLXByb2R1Y2luZy1ob21lZ3Jvd24tZHV2LWNoaXBtYWtpbmctdG9vbHMtYWR2YW5jZS1sb2NhbC1jaGlwLWluZHVzdHJ5P29mZmVyPXJ0c3UtZW5nYWdlbWVudC0yNSUyQ3J0c3UtZmVhdHVyZWQtYXJ0aWNsZXMtcHJvXHUwMDI2Y2lvX2xpbmtfaWQ9Q0lPLS1MSU5LSURcdTAwMjZ1dG1fY2FtcGFpZ249UlRTVSUzQStDaGluYStTdGFydHMrTVx1MDAyNnV0bV9jb250ZW50PTE0MzE4XHUwMDI2dXRtX21lZGl1bT1lbWFpbFx1MDAyNnV0bV9zb3VyY2U9Y2lvXHUwMDI2dXRtX3Rlcm09OTk1MSIsImludGVybmFsIjoiYTJkMTA2MDM4NjRhOTc4OTA2IiwibGlua19pZCI6OTA1NTR9__8f2b3d61f0380cd8920b03394d74226b6f59db594e301dda6ed60c27592ff1e2&utm_campaign=RTSU%3A+China+Starts+M&utm_content=14318&utm_medium=email&utm_source=cio&utm_term=9951), a key step towards self reliance in chips.

Forget the SaaSpocalypse! It's a SaaS renaissance (SaaSaissance, anyone?). Shares of Salesforce rocketed 23% on Thursday, leading a recovery for many of the most beaten-down software stocks, including ServiceNow, Figma and Asana, after Salesforce reported upbeat July-quarter earnings on Wednesday night. The rally signaled a striking change in sentiment for the sector, which has been slammed by worries about the impact of AI on traditional software.  Thursday’s rally extended to cybersecurity-related stocks that hadn’t been swept up in the SaaSpocalypse, including CrowdStrike (up 20.5%) and Okta (up 29%), both of which also reported earnings on Wednesday. But the Salesforce rally was what got attention. Salesforce, one of the biggest and highest-profile software names, at one point this year was down 43% from where it finished 2025. Those ugly days may be over: It finished the day down just 4% for the year.  Of course, it‘s likely that investor sentiment will change again. After all, Salesforce’s quarterly numbers weren’t that good. Revenue grew 11%, 2 points slower than for the first quarter, and if you exclude the contribution from Salesforce’s acquisition of Informatica last November, growth was only 6.4%. But Salesforce is projecting a slight pickup in the second half in organic growth, which comes from signing new business or persuading existing customers to spend more, rather than from acquisitions. And while it’s only slight, it contributed to Salesforce raising its full-year revenue projection. It’s all about expectations, of course. Investors appear to be realizing they hugely overreacted to the threat posed by AI by selling down software stocks as much as they did. Software firms are still growing, even if the rate of expansion is coming down.

Nvidia’s revenue rose 106% to $96.2 billion in the three months that ended in July, or 21 percentage points higher than the growth it reported in the previous quarter. The company said growth would cool a bit, to 89.5%, in the current fiscal quarter. But given its recent results, investors are likely to expect the company to blow past that estimate the way it has done in recent quarters, given strong demand signals from cloud providers that represent most of Nvidia’s data center hardware revenues. However, two new issues bubbled up: supply chain constraints will slow growth to 70% in the 12 months ending Jan. 31 2028, CFO Colette Kress said, though that was a significantly higher projection than many investors expected. Second, customers may not be paying Nvidia as quickly as they used to. Its free cash flow fell more than 50% to $21 billion, compared to the April quarter, as the company disclosed an around 50% increase in accounts receivable “due to extended payment terms on large, multi-quarter agreements with certain investment-grade customers,” a term that typically refers to major cloud providers and large customers such as Meta Platforms and SpaceX. Shares rose 5% in after-hours trading after Nvidia announced the growth projection as well as new AI server purchases by Amazon that implied additional revenue of at least $100 billion for Nvidia. When normal trading hours ended Wednesday, Nvidia’s stock was up 11% this year, but it was cheaper than ever: its price-to-earnings ratio was 20.8, down from 26.7 three months ago and 33 a year ago. Nvidia for the first time segmented its data center revenue between “hyperscale” customers and everyone else. Approximately 55% of Nvidia’s data center revenue came from hyperscale customers. This disclosure replaces Nvidia’s previous segmentation, which broke out revenue from networking products like switches and cables versus compute, which mostly consists of AI server chip systems. (Networking has been a fast-growing part of Nvidia’s revenue, but customers frequently buy Nvidia’s networking products alongside its server chips.) Nvidia is also continuing to use its balance sheet to support its customers in different ways. Nvidia disclosed for the first time that it signed large, long-term data center lease agreements worth $20 billion, which it plans to reassign to third parties—presumably its customers. It also disclosed that the value of its equity investment holdings was $99 billion, and that it had committed to making $25 billion in future equity investments. Nvidia has been putting money into AI application firms such as Perplexity, which use its chips, cloud providers that buy its chips, and data center development firms that work with cloud providers. Nvidia previously committed to make a $30 billion equity investment in OpenAI, and it also disclosed $108 billion in credit support on behalf of OpenAI, which plans to lease a large data center facility in Ohio, filled with Nvidia chips, likely starting in 2028. Kress said that while “some will call circular financing, we see it differently” because Nvidia is aiding companies that will “become the largest technology companies in history.” She said that a quarter of Nvidia’s revenues next year would be related to AI labs that Nvidia is supporting financially. https://www.cnbc.com/2026/08/27/nvidia-reports-blowout-earnings-heres-why-analysts-are-impressed.html