July 23, 2025

Welcome to TechCrunch AM! This morning, we're looking at how vibe-coding hotshot Lovable crossed $100M in ARR in just 8 months; Uber letting women choose women drivers in the US; and Apple's new repair subscription plan. As always, there's much more, so dive in!

TechCrunch Top 3

Sweden's Lovable crosses the $100M ARR milestone: Less than a week after becoming Europe's latest unicorn, Swedish vibe coding startup Lovable has now crossed the $100 million annual recurring revenue mark. Read More

Uber is finally letting women riders in the US match with women drivers: Uber will soon roll out its "women preference" feature in the U.S., starting with Detroit, Los Angeles, and San Francisco. Read More

Apple launches $19.99 monthly AppleCare One subscription with coverage for three devices: Until now, people have had to enroll their Apple devices into separate AppleCare+ plans if they wanted additional coverage for their products beyond the standard warranty. Read More

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Morning Must-Reads

OpenAI agreed to pay Oracle $30B a year for data center services: OpenAI was the customer that signed the huge deal that Oracle disclosed last month. Read More

iOS 26 beta 4 arrives, with Liquid Glass tweaks and AI news summaries: Apple launches iOS 26 beta 4 for developers with updates to Liquid Glass and AI notification summaries. A public beta is expected later this week. Read More

Trump is set to unveil his AI roadmap: Here's what to know: Here's everything we know about President Trump's AI Action Plan, a roadmap for the administration's approach to AI. Read More

Amazon acquires Bee, the AI wearable that records everything you say: Amazon has acquired the AI wearables startup Bee, which makes a bracelet and an Apple Watch app that record your day-to-day life to function as an AI assistant. Read More

Rocket Lab's first hurdle to flying its new rocket is getting it to the pad: Rocket Lab is asking regulators to approve a temporary method to transport hardware to its new spaceport. Read More

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Last but Not Least

Proton's new privacy-first AI assistant encrypts all chats, keeps no logs: Proton's new AI assistant Lumo promises to keep user data private with zero-access encryption, no logging, and an incognito mode. Read More