Uber earnings, Nvidia asks for its cloud provider's customers, Google overhauls Assistant

Uber Q2 results: revenue: $9.2B (+14% y/y), gross bookings: $33.6B (+16% y/y), FCF: $1.1B, net income: $394M; shares were down ~3% after missing on revenue, despite record-high FCF - Link

The Information sources: Nvidia asked smaller cloud providers that use its GPUs who their customers are, with some customers saying they feared losing access to Nvidia's latest chips if they didn't comply - Link

Axios sources: Google is overhauling its Assistant to focus on generative AI and will reorganize the current team, including a small round of layoffs - Link

The SEC charged Hex founder Richard Heart and three entities with allegedly conducting unregistered crypto securities offerings that raised more than $1B - Link

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Sunny Madra joins Jason to discuss Fable Simulation's new AI showrunner (5:51), AI-powered note-takers and CRMs (37:25), and more! - Link

Airalo, a startup offering lower-cost eSIM connectivity packages for international travelers, raised a $60M Series B at a $280M valuation led by e& Capital - Link

Neon, a serverless database startup built on the open-source PostgreSQL, raised a $46M Series B led by Menlo Ventures; the company claims to have 100K+ databases deployed - Link

FT sources: Luxshare, a Shenzhen-based contract manufacturer, has won Apple's favor by its willingness to test crazy ideas in its factories, and has become the sole assembler of Apple's Vision Pro - Link

Video Games Chronicle sources: Nintendo is planning its next-gen console for H2 2024; reported specs: portable mode, possible LCD screen, cartridge slot for physical games - Link

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