The biggest deal of the day came with a brutal haircut. Bending Spoons agreed to buy Miro for cash at an enterprise value of $1.355 billion, or about $1.79 billion in equity once Miro's net cash is counted. Miro was valued at $17.5 billion in late 2021, back when every company on earth needed a digital whiteboard. For the money, Bending Spoons gets around $600 million in annual … [Read more...] about Bending Spoons Buys Miro at a 90% Discount
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Morning Tech Digest, September 10, 2026: Chinese AI Chip Prices Up 20% to 50% on HBM Costs, Nasdaq’s $100 Million Kraken Bet
Overnight into Thursday morning. The memory squeeze reached end-customer pricing in China, two card networks sat down with Ant to write rules for agent payments, and Anthropic's model access became a diplomatic problem in a second European capital. Chinese AI chipmakers raised prices 20% to 50% on current and next-generation parts, blaming HBM costs. Huawei, … [Read more...] about Morning Tech Digest, September 10, 2026: Chinese AI Chip Prices Up 20% to 50% on HBM Costs, Nasdaq’s $100 Million Kraken Bet
Apple Watch Series 12 and Ultra 4: The Hard Part of Audio Intelligence Is Everyone Not Wearing the Watch
Apple put a microphone on your wrist that listens continuously, holds the last fifteen seconds of whatever was said near you, and can write a summary of the conversation you just had. That shipped on Wednesday, in the Apple Watch Series 12 at $399 and the Apple Watch Ultra 4 at $799, both unchanged in price from last year's models. Pre-orders opened the same day and the watches … [Read more...] about Apple Watch Series 12 and Ultra 4: The Hard Part of Audio Intelligence Is Everyone Not Wearing the Watch
Apple iPhone 18 Pro: The Base Price Rose $100, the Top Storage Step Rose $600
Apple raised the entry price of the iPhone 18 Pro by $100, to $1,199 for 256GB. Every write-up led with that figure. The number that matters sits three rows further down the storage table. Inside the iPhone 18 Pro line, each doubling of storage now costs more than the doubling before it. Going from 256GB to 512GB costs $200. Going from 512GB to 1TB costs $400. Going from 1TB … [Read more...] about Apple iPhone 18 Pro: The Base Price Rose $100, the Top Storage Step Rose $600
Anthropic Walks Away From $6 Billion Decart Acquisition
Anthropic has reportedly walked away from talks to acquire AI startup Decart for roughly $6 billion after conducting due diligence on the company, according to Bloomberg. The proposed deal would have valued Decart at a substantial premium to its most recent valuation. Decart was valued at nearly $4 billion in a May 2026 funding round, making the reported $6 billion price tag … [Read more...] about Anthropic Walks Away From $6 Billion Decart Acquisition
IFA 2026 Opens in Berlin: Xiaomi Takes the Floor Samsung Left
Trade visitors were let in at half past nine on Friday morning, and the public had to wait until noon, which gave the halls two and a half hours of the particular quiet that only exists at a trade fair before the crowds arrive. Forklifts still moving. Someone testing a soundbar at a volume nobody would choose later in the day. By eleven the seats in front of the Innovation … [Read more...] about IFA 2026 Opens in Berlin: Xiaomi Takes the Floor Samsung Left
Why Smart Glasses Beat VR Headsets: Weight, Waveguides and the Shift to Camera-First AI
The thing that beat virtual reality was not better graphics or a cheaper chip. It was a weight budget, and the fact that nobody wants to look like that in public. For about a decade the industry treated the headset as a temporary shape. The reasoning went that panels would get denser, silicon would get smaller, optics would fold, and the brick on your forehead would … [Read more...] about Why Smart Glasses Beat VR Headsets: Weight, Waveguides and the Shift to Camera-First AI
Apple Launches Mac Mini With M6, Mac Studio With M5 Ultra, and Its First 2nm Chip
Apple pushed out three press releases on Tuesday with no event, no keynote, and no warning: a new Mac mini, a new Mac Studio, and the silicon underneath both. All of it is up for pre-order now and ships September 22, roughly two weeks before the iPhone lineup takes over the news cycle. The theme running through every line of it is local AI. Not Apple Intelligence in the … [Read more...] about Apple Launches Mac Mini With M6, Mac Studio With M5 Ultra, and Its First 2nm Chip
Quintessent’s $40 Million Series A Targets the AI Laser Shortage the OCI Optical Standard Created
Quintessent announced an oversubscribed $40 million Series A on Monday alongside the start of customer sampling for its single-chip quantum dot DWDM comb laser, a device that produces eight precisely spaced wavelengths from one laser under a single bias control. Cycle Capital led. Goldman Sachs XIG-Industry Ventures, Hina Liberty Capital, Susquehanna International Group, … [Read more...] about Quintessent’s $40 Million Series A Targets the AI Laser Shortage the OCI Optical Standard Created
SanDisk (SNDK) HBF Tapeout: The SLC Requirement Cuts the Capacity Claim and Quadruples NAND Bit Demand
Sandisk taped out its first High Bandwidth Flash memory die and put the picture on a slide at its August 13 investor day, listing first HBF inference product samples for 2027 and production for 2028. Ten days earlier the company had published the first HBF technical specification through the Open Compute Project alongside SK hynix, six months after the workstream convened in … [Read more...] about SanDisk (SNDK) HBF Tapeout: The SLC Requirement Cuts the Capacity Claim and Quadruples NAND Bit Demand
