TSMC: June revenue +68% - compute-crunch has a very strong pulse
TSMC reports a 68% year-over-year increase in June 2026 revenue. The message is clear: AI compute demand is neither satisfied nor capped in the short term.
Jul 13, 2026 at 17:27 3 10
Kimi K3 is not a Claude Fable distillation - the two-week window makes it impossible
The White House accusation that Moonshot built Kimi K3 by distilling Anthropic's Fable doesn't hold technically. Fable shipped July 1; K3 mid-July. Two weeks is too short - even for Moonshot. Braden Hancock (Laude Institute) and Nathan Lambert (AI2) explain why.
1 h ago 7 8
TP-Link Kasa cameras leaked home GPS for six years via unauthenticated UDP
A vulnerability researcher documents six years of unauthenticated UDP replies from TP-Link Kasa EC71 cameras that returned the device's GPS coordinates on request - a textbook IoT trust-boundary failure.
Jul 18, 2026 at 11:11 34 8