BREAKING: “VIVO STARLINK” has started appearing on phones in Brazil 🇧🇷 Many Vivo users are reporting that the “VIVO STARLINK” network name is appearing on their devices as the Brazilian carrier intensifies Direct-to-Cell testing with @Starlink. According to Tecnoblog, Vivo is preparing a major partnership announcement with Starlink in the coming months. The service would allow compatible smartphones to connect directly to Starlink satellites in remote areas without 4G or 5G coverage. Vivo and Starlink have not officially announced the partnership yet.

FULL INTERVIEW: Andrei Georgescu's company Vivodyne is growing human tissue to test drugs without testing people. He explains why 19/20 drugs fail, how human tissue could replace animal testing, and what this technology could mean for personalized medicine. 01:45 The breakthrough that made large-scale human tissue possible 05:40 Why animal testing fails to translate to humans 07:30 The ethical limits of growing human tissue 09:00 The FDA is pushing alternatives to animal testing 09:40 Using human tissue for personalized medicine 10:00 Growing thousands of copies of a patient’s tissue

Apple’s first folding phone is getting a tepid response from Chinese consumers who are focused more on how much it costs versus existing foldables from domestic rivals. The iPhone Duo is entering a packed domestic market — Huawei, Xiaomi, Honor, Oppo and Vivo already sell devices across book-style, flip-phone and, in Huawei’s case, trifold designs. See how the Duo measures up:

BREAKING: Starlink Direct to Cell is expanding across the Philippines 🇵🇭 Globe is working with 9 leading smartphone makers, including Samsung, Xiaomi, Oppo, Vivo and Huawei, to improve device compatibility and performance. Essential services like Google Maps are also being optimized for satellite connectivity. • 52 previously unserved areas connected in July. • All 180 DICT project locations now activated.

$QCOM UNVEILS NEW 2NM SNAPDRAGON CHIPS WITH BIG ON-DEVICE AI PUSH Qualcomm launched the Snapdragon 8 Elite Gen 6 and higher-end Extreme Gen 6, its first 2nm smartphone chips. The biggest focus is local AI. The chips include a sensing hub that can run models up to 200M parameters for things like speaker recognition, personal memory and always-on assistants. The Extreme version can run up to a 30B-parameter Mixture-of-Experts model locally on the phone. It also supports 8K/60fps and 4K/240fps video, while both chips add AI-based voice isolation and noise reduction. Motorola, Xiaomi, Vivo, Oppo, Honor, OnePlus and others are expected to use the new chips.

LNPs are often typecast as having one job — packing therapeutic nucleic acids for delivery. But that’s a vast oversimplification. LNPs have multiple components (including lipids, polymers, and chemical or protein ligands) and functions, including cargo protection, tissue/cell selectivity, liver detargeting, intracellular delivery, and tolerability enhancement. Co-optimizing all of these components while checking all these functional boxes requires intensive bioengineering. @mirai_bio is leveraging machine learning expertise — informed by enormous, proprietary in vivo datasets — to iteratively develop precise LNPs. This robust design and optimization process creates LNPs that home in on targeted tissues while avoiding hepatic capture. Read more:

Abstract of MRVL (Buy) Earnings Preview, QCOM (Hold) Initiation MRVL (Buy) Earnings Preview 🚀 •Maintain Buy & $280 TP •F2Q27E: Expect +12% QoQ revenue, ~59% non-GAAP GM (vs. Street 58.8%) •F3Q27E: +13% QoQ revenue (vs. consensus +11%), GM 58.9% (vs. 58.3%) •Likely raise to FY27 guidance; upside seen to FY28 revenue & FY29 custom ASIC target •FY27E/28E/FY29E EPS: $4.2 / $7.6 / $14 •FY29 ASIC revenue: $15bn+ (guidance $10bn+), powered by Google CXL/DPU, one ver of Trainium 4 & Maia 300 QCOM (Hold) 💤 •Initiated Hold: DC business partially priced in since Investor Day •Mgmt targets $5bn/$15bn DC revenue in FY27/FY29; we model $4.7bn/$8.8bn in FY27/28 •AI250 competitiveness vs. GPU limited by high LPDDR5 pricing & inferior scale-up •CPU ramp (2028) still far away •Custom Silicon can leverage its high wafer allocation •Handset remains a drag; Android recovery overly optimistic amid high wafer inventory & weak sell-through •Smartphone share pressure continues from competitors’ effort to gain OPPO/vivo Ultra models •FY26E/27E EPS: $10.7 / $11.3 → TP $203 (18x) #MRVL# #QCOM# #Semiconductors#