Tech news picked on 2026-09-30
Oura IPO Postponed, 7-Year Deadline on Employee Stock Compensation
- Eight days after announcing the IPO terms, on September 29 day, Oura indefinitely postponed its listing citing uncertainties in the IPO market.
- The company can just wait holding about $372 million in cash at the end of June, but the situation is different for employees who have fulfilled their service period yet have not received their shares.
- Those RSUs carry a 7-year deadline.
- When designing listing-linked RSUs, the first question is who really has the flexibility to choose the timing.
Domestic Short Drama Viewers Tripled in One Year; All Apps Surpassing One Million Are Chinese
- According to WiseApp estimates, the number of domestic users of the top 10 short-form drama apps reached 2.98 million in August this year, about 3.3 times the 900,000 users from a year ago.
- DramaBox, DramaWave, and NetShot, all exceeding one million users, are Chinese platforms, while domestic apps Biglu and ResinSnack ranked 5th and 6th respectively.
- If Korean teams can currently sell production rather than apps, then in supply contracts, they should prioritize IP shares and viewership data conditions as well as production costs per episode.
Nvidia Unveils Security Tool to Limit AI Agent Access
- Nvidia launched the Open Agent Safety Platform on September 28 that confines the access range of AI agents, releasing its core component OpenShell as open source.
- The very next day, Reco raised $55 million with a product that identifies agents unknown to companies and adjusts permissions.
- With runtime sandboxes now free, entrepreneurs looking to start in agent security might find detecting agents outside the boundary to be a larger opportunity.
AMD to Acquire World Labs from Fei-Fei Li for $8.2 billion Worth of Stock
- AMD is acquiring Fei-Fei Li's World Labs for approximately $8.2 billion worth of AMD stock.
- 2025 years of technology collaboration, participation in the February 2026 round investment of $1 billion, and now this acquisition make the sequence clean.
- Nvidia also participated in the same February round, but AMD, who has worked with the same chip for a long time, acquired the company.
- For a model team preparing a strategic investment from a chip company, the depth of collaboration among engineers can determine the exit more than the investment amount.