A fresh leg down in AI-exposed names dragged the major indexes lower, with Big Tech leading the slide. The open question for traders is whether this is routine profit-taking after a long run or the first crack in confidence about AI valuations.
Ben Thompson builds a real app by vibe coding and writes up ten takeaways on where the workflow shines, where it breaks, and what it implies for who actually ships software. The throughline: the bottleneck is shifting from writing code to specifying and judging it.
Filippo Valsorda argues that a flood of low-quality and AI-generated security reports has stripped vulnerability disclosures of their old privileged status, and maintainers should triage them like any other bug rather than treating every report as a five-alarm fire.
Qualcomm is acquiring Modular — the AI-infrastructure startup behind the Mojo language and a hardware-agnostic inference stack, co-founded by Chris Lattner — for about $4 billion, a bid to build out its AI software layer beyond chips.