双语科技快报 | 2026-08-06 | 10:40 速览
## 1. AppLovin reports Q2 revenue up 53% YoY to $1.92B, below $1.94B est., and forecasts Q3 revenue within estimates; APP drops 16% after hours
来源: Kelly Cloonan / Wall Street Journal
时间: 10:30 PM
AppLovin公布第二季度营收同比增长53%，达19.2亿美元，低于预期的19.4亿美元；并预计第三季度营收符合预期范围；APP盘后股价下跌16%
## 2. Nikita Bier steps down as head of product at X after a little more than a year in the role and says he will continue as an adviser
来源: Sean O'Kane / TechCrunch
时间: 10:00 PM
尼基塔·比尔在担任X产品负责人一年多后卸任，并表示将继续担任顾问。
## 3. OpenAI says the Hugging Face breach involved AI agents creating an internal message board, unnoticed by humans, where they shared exploits and planned the hack
来源: Lily Hay Newman / Wired
时间: 9:45 PM
OpenAI表示，Hugging Face遭入侵事件涉及AI代理创建了一个内部留言板，人类未察觉，它们在此分享漏洞并策划黑客攻击。
## 4. Ladies and gentlemen, it's time to pass the torch and demote myself to my natural state: a poster. I'll be stepping back from leading product for 𝕏 and will continue on as an advisor. Serving the X community has been the privilege of a lifetime. X is, and will remain, the most [video]
来源: Nikita Bier / @nikitabier
时间: 5:00 PM
女士们，先生们，是时候传递接力棒，让自己回归本真状态——一名普通发帖者了。我将不再领导𝕏的产品工作，而是继续担任顾问。为X社区服务是我一生的荣幸。X，现在如此，未来也将一直是，最[视频]
## 5. How Pringles maker Kellanova is using AI and a partnership with Siemens to improve production of the chip in Europe, including making digital twins of its dough
来源: Isabelle Bousquette / Wall Street Journal
时间: 9:25 AM
品客薯片制造商Kellanova正利用人工智能以及与西门子的合作，改善该薯片在欧洲的生产流程，其中包括为其面团制作数字孪生模型。
## 6. Anthropic confirms it is building an in-house silicon team to design custom chips for Claude, co-designing hardware and models and using a “multi-chip approach”
来源: Tom Carter / Business Insider
时间: 9:01 AM
Anthropic确认正在组建内部硅片团队，为Claude设计定制芯片，实现硬件与模型的协同设计，并采用“多芯片策略”
## 7. FanDuel parent Flutter says CEO Peter Jackson is stepping down, replaced by President Dan Taylor, and lowers its profit outlook as its US business struggles
来源: Wall Street Journal
时间: 8:25 AM
FanDuel母公司Flutter宣布，首席执行官彼得·杰克逊将卸任，由总裁丹·泰勒接任，同时因美国业务表现不佳而下调利润预期。
## 8. Google says it will begin removing Google Assistant from Android and Wear OS devices on September 4, replaced by Gemini; Assistant will remain on connected cars
来源: Abner Li / 9to5Google
时间: 8:10 AM
谷歌宣布将于9月4日开始从Android和Wear OS设备上移除Google Assistant，由Gemini取代；Assistant将继续保留在联网汽车中。
## 9. Uber CEO Dara Khosrowshahi says the company plans to spend $10B+ “over the coming years” to deploy 120K driverless vehicles, aiming to be in 15+ cities in 2026
来源: Financial Times
时间: 7:35 AM
优步首席执行官达拉·科斯罗萨西表示，公司计划“未来数年”投入超过100亿美元，部署12万辆无人驾驶车辆，目标是在2026年进入15个以上城市。
## 10. Shopify reports Q2 revenue up 34% YoY to $3.58B, above $3.45B est., GMV up 32% YoY to $115.57B, and forecasts Q3 revenue growth above estimates; SHOP jumps 17%
来源: Deborah Sophia / Reuters
时间: 7:25 AM
Shopify公布第二季度营收同比增长34%，达35.8亿美元，高于市场预期的34.5亿美元；商品交易总额（GMV）同比增长32%，达1155.7亿美元；并预计第三季度营收增速将高于预期；SHOP股价大涨17%。
## 11. Uber reports Q2 revenue up 12% YoY to $14.19B, below $14.24B est., Gross Bookings up 24% to $58B, and forecasts Q3 adjusted EPS below estimates; UBER drops 5%
来源: Lora Kolodny / CNBC
时间: 7:18 AM
优步报告第二季度营收同比增长12%，达141.9亿美元，略低于市场预期的142.4亿美元；总预订量增长24%，达580亿美元；并预测第三季度调整后每股收益低于预期；优步股价下跌5%。
## 12. Circle reports Q2 revenue up 7% YoY to $701M, vs. $712M est., net income of $48M, vs. $43M est., and ~$73.4B USDC circulation on June 30; CRCL is down 20%+ YTD
来源: Olga Kharif / Bloomberg
时间: 6:45 AM
Circle报告第二季度营收同比增长7%，达到7.01亿美元，低于预期的7.12亿美元；净利润为4800万美元，高于预期的4300万美元；截至6月30日，USDC流通量约为734亿美元；CRCL年初至今下跌超过20%。
## 13. Study: Palantir's European units made €440.5M in 2024 revenue but reported far smaller profit margins than its US operations, helping cut its European tax bills
来源: Antoaneta Roussi / Politico
时间: 6:35 AM
研究：帕兰提尔欧洲子公司2024年营收达4.405亿欧元，但报告利润率远低于其美国业务，从而帮助削减其欧洲税单
## 14. Disney announces a global deal with TikTok to bring “thoughtfully curated” fan-created short-form videos based on Disney's IP to Disney+'s vertical feed Verts
来源: Brooks Barnes / New York Times
时间: 6:20 AM
迪士尼宣布与TikTok达成全球合作，将基于迪士尼IP、经过“精心策划”的粉丝创作短视频引入Disney+的竖屏信息流Verts。
## 15. How Reddit moderators are battling AI-powered astroturfing ad campaigns that exploit the platform's trustworthiness to promote skincare, indie music, and more
来源: Mia Sato / The Verge
时间: 2:35 AM
Reddit版主如何应对由人工智能驱动的“伪草根”广告活动——这些活动利用该平台的可信度，推广护肤品、独立音乐等内容