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According to Beating AI news, Yang Bin, a former technical partner at MiniMax, has founded a voice AI company called BreezeBlue, which has completed a $6 million seed round of financing led jointly by Yuanjing Capital and Redpoint China. The team currently consists of about 15 members, focusing on real-time voice interaction, with their latest model being Breeze TTS 2. Yang Bin previously worked on image and video generation models at MiniMax, but has now shifted his entrepreneurial focus to sound. He believes that as the tasks AI agents can perform become increasingly complex, it becomes difficult for humans to constantly monitor screens. Voice interaction allows agents to actively report and confirm issues while working, enabling humans to intervene and correct errors at any time.

According to Beating AI news, Yang Bin, a former technical partner at MiniMax, has founded a voice AI company called BreezeBlue, which has completed a $6 million seed round of financing, co-led by Yuanjing Capital and Redpoint China. The team currently consists of about 15 members, focusing on real-time voice interaction, with their latest model being Breeze TTS 2. Previously responsible for MiniMax's image and video generation models, Yang has now shifted his entrepreneurial focus to audio. He believes that as the tasks AI agents can perform become increasingly complex, it becomes difficult for humans to constantly monitor screens. Voice interaction allows agents to proactively report and confirm issues while enabling humans to intervene and correct as needed.

On August 6, Goldman Sachs' TMT team noted that both SanDisk and Western Digital declined after hours, despite strong quarterly results. The market's focus was not on the quarter's data but on the fact that buy-side expectations were already elevated ahead of the earnings release. SanDisk's revenue, gross margin, and EPS all beat expectations, but its third-quarter revenue guidance came in slightly below market consensus, while EPS guidance was roughly in line. Given the significant run-up in the stock price, the earnings triggered some profit taking. On a more positive note, SanDisk has signed multi-year customer supply agreements covering more than 50% of planned bit output for fiscal 2027 and 65% for fiscal 2028, with price floors, supporting NAND pricing visibility and share buybacks. Western Digital also beat expectations on revenue, margin, and EPS, and its third-quarter revenue and margin guidance were above market expectations, yet the stock still fell. Goldman Sachs believes that with HDD price and margin expectations already high, the company's guidance did not meaningfully raise the bar further. The market also worries that shipments of storage capacity could slow as the company ramps 40TB ePMR products and undergoes HAMR qualification. Goldman summarized the night's performance as 'beating estimates but still not enough to satisfy high expectations.' NAND and HDD fundamentals remain supported, but market expectations are already elevated.