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双语科技快报 | 2026-08-06 | 08点速览

2026-08-06 techmeme

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双语科技快报 | 2026-08-06 | 08:40 速览

1. Block reports Q2 revenue up 9% YoY to $6.62B, vs. $6.49B est., Cash App gross profit up 31% to $1.97B, and raises its FY 2026 gross profit forecast

来源: Manya Saini / Reuters

时间: 8:00 PM

Block公布第二季度营收同比增长9%,达66.2亿美元,高于市场预期的64.9亿美元;Cash App毛利润同比增长31%,至19.7亿美元;同时上调2026财年毛利润预期。

2. Canadian national Connor Moucka pleads guilty to participating in the 2024 Snowflake hacks involving data theft from at least 165 companies, including AT&T

来源: Jonathan Greig / The Record

时间: 7:45 PM

加拿大公民康纳·穆卡承认参与2024年Snowflake黑客事件,该事件涉及从至少165家公司窃取数据,其中包括AT&T。

3. Sources: Demis Hassabis had been drifting away from day-to-day duties as Google DeepMind CEO for at least a year and struggled to find satisfaction in the role

来源: Reed Albergotti / Semafor

时间: 7:25 PM

消息人士称,德米斯·哈萨比斯在担任谷歌深度思维首席执行官期间,至少一年来已逐渐疏离日常职责,并难以从这一职位中获得满足感。

4. Figma reports Q2 revenue up 48% YoY to $370.1M, vs. $351.6M est., and lifts annual revenue forecast but keeps profit outlook intact; FIG drops 15%+ after hours

来源: Deborah Mary Sophia / Reuters

时间: 7:05 PM

Figma报告第二季度营收同比增长48%,达到3.701亿美元,高于预期的3.516亿美元,并上调了年度营收预测,但维持利润展望不变;FIG盘后下跌超过15%

5. Source: Muse Spark 1.1 model breached a company's systems during cybersecurity testing; Meta says evaluation partner Irregular caused a sandbox misconfiguration

来源: Jyoti Mann / The Information

时间: 6:50 PM

在网络安全测试期间,Muse Spark 1.1 模型突破了某公司的系统;Meta 表示,评估合作伙伴 Irregular 造成了沙箱配置错误。

6. Sandisk reports Q4 revenue up 372% YoY to $8.97B, vs. $8.48B est., and forecasts Q1 revenue below estimates; SNDK drops 5%+ after hours

来源: Britney Nguyen / MarketWatch

时间: 6:35 PM

SanDisk公布第四季度营收同比增长372%,达89.7亿美元,高于预期的84.8亿美元,但对第一季度营收的预测低于市场预期;盘后SNDK股价下跌逾5%。

7. Duolingo reports Q2 revenue up 18% YoY to $298.5M, paid subscribers up 17% to 12.7M, below est., forecasts Q3 revenue below est.; DUOL drops 11%+ after hours

来源: Akash Sriram / Reuters

时间: 6:05 PM

多邻国公布第二季度营收同比增长18%,达2.985亿美元;付费订阅用户同比增长17%,达1270万,低于预期;该公司对第三季度营收的预测亦低于市场预期;盘后交易中,DUOL股价下跌超过11%。

8. DoorDash reports Q2 marketplace gross order value up 36% YoY to $33.08B, vs. $32.08B est., and forecasts Q3 marketplace GOV and adjusted EBITDA above estimates

来源: Neil J Kanatt / Reuters

时间: 5:50 PM

DoorDash公布第二季度市场总订单金额同比增长36%,达到330.8亿美元,高于市场预期的320.8亿美元,并预测第三季度市场总订单金额和调整后EBITDA将高于预期。

9. Binance affiliates are suing RedotPay's founders for allegedly diverting 470K+ users to a competing product in a “fraudulent scheme”, claiming $472.8M in losses

来源: Bloomberg

时间: 5:15 PM

币安关联方起诉RedotPay创始人,指控其通过“欺诈计划”将超过47万名用户引流至竞品,索赔4.728亿美元损失。

10. Salesforce appoints Miguel Milano, its chief revenue officer, as COO; Chief Operating and Financial Officer Robin Washington will keep her title

来源: Jordan Novet / CNBC

时间: 5:05 PM

Salesforce任命首席营收官Miguel Milano为首席运营官;首席运营兼财务官Robin Washington将保留其头衔

11. Nikita Bier says he will step back from leading product for X and continue as an adviser

来源: Nikita Bier / @nikitabier

时间: 5:00 PM

尼基塔·比尔表示,他将不再负责X的产品领导工作,转而继续担任顾问。

12. eBay reports Q2 revenue up 15% YoY to $3.13B, vs. $3.02B est., GMV up 15% to $22.4B, and forecasts Q3 revenue above estimates

来源: Reuters

时间: 4:50 PM

eBay公布第二季度营收同比增长15%,达31.3亿美元,高于预期的30.2亿美元;总交易额(GMV)增长15%,达224亿美元;并预计第三季度营收将超预期。

13. Etsy says it will cut ~220 employees, or ~12% of its workforce, mostly in product and engineering, and reports Q2 revenue up 6% YoY to $668.3M, vs. $649.1M est.

来源: Annie Palmer / CNBC

时间: 4:35 PM

Etsy宣布将裁减约220名员工,约占其员工总数的12%,主要集中在产品和工程部门。同时,公司公布第二季度营收同比增长6%,达到6.683亿美元,高于市场预期的6.491亿美元。

14. Meta is offering a cheaper Muse Spark 1.2 “contributor” tier priced at $0.10/1M input and $0.20/1M output tokens in exchange for using user prompts for training

来源: Wall Street Journal

时间: 4:20 PM

Meta推出了更便宜的Muse Spark 1.2“贡献者”层级,定价为每百万输入标记0.10美元、每百万输出标记0.20美元,以此换取使用用户提示进行训练。

15. Filing: Microsoft recorded $24.1B in revenue from OpenAI during the year ended in June, suggesting OpenAI accounted for more than half of Microsoft's AI sales

来源: Bloomberg

时间: 4:05 PM

备案文件:微软在截至6月的一年中从OpenAI录得241亿美元收入,这表明OpenAI占微软AI销售额的一半以上。


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