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Nintendo raised the Switch 2 price to $500 amid a global memory shortage. ShinyHunters forced Canvas offline during finals season. Researchers found 5,000+ insecure vibe-coded apps, Mozilla credits Mythos for 423 Firefox bug fixes in April, and France escalates its Musk probe. Nintendo says it will increase the price of the Switch 2 globally on September 1, from $450 to $500 in the US, and the price of the original Switch in Japan (Bloomberg) Instructure disables its Canvas edtech platform, used by thousands of schools, universities, and companies, amid a data extortion attack claimed by ShinyHunters (Krebs on Security) Researchers: 5,000+ web apps built using AI coding tools like Lovable, Base44, and Replit have little to no authentication, and ~40% exposed sensitive data (Wired) Mozilla says Anthropic's Mythos Preview and other AI models helped it identify and ship 423 Firefox security bug fixes in April, compared to 31 a year earlier (TechCrunch) French prosecutors escalate an investigation into Elon Musk and X, focused on alleged algorithmic manipulation and sexual deepfakes, to a criminal probe (CNBC) Longreads Anthropic co-founder Jack Clark explains why there's a 60%+ chance of AI systems autonomously building their successors by 2029 and the consequences of automated AI R&D (Import AI) How Delta SkyMiles and airline loyalty programs turned carriers into fintech companies with wings, and why most airlines couldn't survive without them (NY Mag) Learn more about your ad choices. Visit megaphone.fm/adchoices

Dario Amodei revealed Anthropic could grow 80x in 2026, and the company signed a deal with SpaceX for 300MW of compute from Colossus 1. Musk dissolved xAI into SpaceX. Google launches the $100 Fitbit Air, and HubSpot's founder coins "strategic illegibility." At Code with Claude, Dario Amodei said Anthropic had planned to grow ~10x in 2026 but could grow 80x, calling its growth rate "crazy" and "too hard to handle" (NYT) Anthropic signs a deal with SpaceX for 300MW+ of compute from Colossus 1 in Memphis, accessing 220,000+ Nvidia GPUs within the month (Bloomberg) Musk says xAI will be "dissolved as a separate company" and will become "SpaceXAI, the AI products from SpaceX" (Spyglass) Google launches the $100 Fitbit Air, a Whoop-like screenless wearable, with Gemini-powered features like Google Health Coach, available May 26 (Engadget) As founders race to make their companies "legible" to AI, they must keep the things that make them hard to copy "illegible", or risk commoditizing their moat (Brian Halligan) Learn more about your ad choices. Visit megaphone.fm/adchoices

Corning and Nvidia partnered to open three optical manufacturing plants in the US, with Nvidia investing up to $2.7B. Morgan Stanley launched crypto trading on ETrade, Google tests a personal agent called Remy, and Meta builds an OpenClaw-inspired agent called Hatch.* Corning and Nvidia partner to open three advanced manufacturing plants in North Carolina and Texas dedicated to optical tech for Nvidia, creating 3,000+ jobs (CNBC) Morgan Stanley rolls out a crypto trading pilot on E*Trade, charging less than Coinbase, Robinhood, and Charles Schwab, ahead of a wider launch later in 2026 (Bloomberg) Sources and a document: Google is testing a "personal agent" codenamed Remy in the Gemini app that integrates with Google services to take actions for users (Business Insider) Sources: Meta is building an OpenClaw-inspired agent, internally called Hatch and powered by its Muse Spark model, and an agentic shopping tool in Instagram (The Information) OpenAI partners with Microsoft, AMD, Broadcom, Nvidia, and Intel researchers to detail the Multipath Reliable Connection (MRC) protocol to help scale compute (The Deep View) Learn more about your ad choices. Visit megaphone.fm/adchoices

The Trump administration discussed an EO to form an AI oversight working group, a stark reversal from its hands-off approach. Apple explored using Intel and Samsung to make chips in the US, Coinbase cut 14% of its workforce, and OpenAI fast-tracks an AI phone for 2027. Sources: the Trump administration is discussing an EO to form an AI working group that would examine AI oversight procedures, like vetting models before release (NYT) Sources: Apple held exploratory talks with Intel and Apple executives visited a Samsung plant in Texas to explore producing core chips for its devices in the US (Bloomberg) Coinbase CEO Brian Armstrong announces the company is cutting ~700 jobs, or ~14% of its global workforce, to reduce costs, saying "AI is changing how we work" (Reuters) Meta is using AI on Facebook and Instagram to detect under-13 users by analyzing bone structure, height, and visual cues, but says it's "not facial recognition" (The Verge) Kuo: OpenAI appears to be fast-tracking its AI agent phone with two NPUs and a custom MediaTek Dimensity 9600 SoC, targeting mass production as early as H1 2027 (Ming-Chi Kuo) ElevenLabs raised $550M+ in its Series D, up from a previously announced $500M, adding BlackRock, Nvidia, and others as investors; its ARR passed $500M in Q1 (Tech.eu) Source: YC owns ~0.6% of OpenAI, which was seeded by a YC offshoot called YC Research in 2016; at OpenAI's current $852B valuation, the stake is worth $5B+ (Daring Fireball) Learn more about your ad choices. Visit megaphone.fm/adchoices

GameStop made an unsolicited ~$56B bid for eBay as Ryan Cohen eyes a commerce empire. Anthropic finalizes a $1.5B JV with Blackstone and Goldman Sachs, Amazon opens its logistics network to outside companies, and a Harvard study finds AI outperforms ER doctors at triage. GameStop makes an unsolicited ~$56B offer to buy eBay after building a ~5% stake, offering $125/share in cash and stock, a ~20% premium on May 1's closing price (WSJ) Sources: Anthropic is finalizing a deal for a $1.5B JV with Blackstone, Goldman Sachs, Hellman & Friedman, and others to sell AI tools to PE-backed companies (WSJ) Amazon debuts Supply Chain Services, which lets companies use its logistics network to move, store, and deliver everything from raw materials to final products (Reuters) An analysis of 1.6M Polymarket accounts since November 2022: 0.1% of users get 67% of the profits, with the highest-frequency traders seeing the most success (WSJ) Study: OpenAI's o1 correctly diagnosed 67% of emergency room patients using electronic records and a few sentences from nurses, vs. 50-55% for triage doctors (The Guardian) Learn more about your ad choices. Visit megaphone.fm/adchoices

Apple beat Q2 estimates and forecast strong Q3 growth as the MacBook Neo and Mac Mini sell out. The Senate unanimously banned prediction market trading for senators, Intel closed its best month ever at +114%, and Musk admitted xAI "partly" distilled OpenAI models. Apple forecasts Q3 revenue above estimates, with sales expected to rise between 14% and 17%, and says memory expenses will climb "significantly higher" in Q3 (Bloomberg) Amazon debuts "Join the chat", an AI-powered feature that lets users ask questions about products and get conversational audio responses generated in real time (TechCrunch) The US Senate unanimously passed a rule barring senators from trading on prediction markets like Kalshi and Polymarket, amid rising concern over insider trading (CNBC) Musk v. Altman: when asked whether xAI has distilled OpenAI models, Elon Musk says the claim is "partly" true (Wired) Intel's stock jumped 114% in April, hitting a record on April 24 and lifting its market cap past $470B, closing out the chipmaker's best month on record (CNBC) Longreads Talkie-LM: what happens when you train a language model exclusively on text from before 1930? Can it predict the future or independently rediscover General Relativity? (Talkie-LM) Learn more about your ad choices. Visit megaphone.fm/adchoices

Big Tech earnings landed — Alphabet soared on cloud growth while Meta dropped 10% after hiking capex to $145B. SoftBank plans an AI/robotics IPO called Roze, Anthropic weighs a $900B+ round, and Musk called himself a "fool" for backing OpenAI. Microsoft says Q3 Intelligent Cloud revenue was $34.68B, vs. $34.27B est., with Azure and other cloud services up 40% YoY; Microsoft 365 Copilot has 20M+ seats (CNBC) Meta raises full-year capex outlook to $125B–$145B, up from $115B–$135B; shares drop ~10%, biggest intraday decline since October (Bloomberg) Alphabet stands out on Big Tech earnings day as Google Cloud revenue jumps 63% and backlog nearly doubles to $462B; capex guidance raised to $180B–$190B (MarketWatch) Big Four combined Q1 capex hit a record $130B, on pace for $725B in 2026, up 77% from $410B last year (FT) Sources: SoftBank plans to create an AI and robotics company called Roze in the US to build data centers and list it as early as 2026, seeking a $100B valuation (FT) Sources: Anthropic has begun weighing a new funding round at a $900B+ valuation, after previously resisting investor proposals at an $800B+ valuation (Bloomberg) Sony confirms that some digital PS4 and PS5 games require a one-time online license check "to confirm the game's license" (GameSpot) OpenAI explains Codex's "goblin problem": reinforcement training rewarded quirky creature metaphors via a discontinued "Nerdy" personality, and the behavior spread (The Verge) Musk v. Altman: Elon Musk says he was a "fool" for backing OpenAI, accusing Altman and Brockman of manipulating him into donating tens of millions of dollars (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices

The EU escalated its DSA probe against Meta over child safety failures on Instagram and Facebook. OpenAI has effectively abandoned its Stargate JV, China suspended new robotaxi licenses after a Baidu outage, and the Musk v. Altman trial kicked off with opening arguments. The European Commission issues preliminary DSA findings against Meta, saying Instagram and Facebook fail to prevent under-13 users from accessing the services (Bloomberg) YouTube rolls out Full Multiview Customization to YouTube TV, letting users pin up to four live streams in a window, after debuting a limited version in 2023 (The Verge) Sources: OpenAI has, in practice, abandoned its Stargate JV in favor of large bilateral deals; execs say its guiding principle remains to "build more compute" (FT) Sources: China suspends issuing Level 4 autonomous vehicle licenses, after 100+ of Baidu's Apollo Go robotaxis stalled and disrupted traffic in Wuhan in March (Bloomberg) OpenAI's Codex instruction set contains a line, repeated several times, that forbids Codex from randomly mentioning goblins, gremlins, and other creatures (Wired) Musk v. Altman: Musk testifies he's suing OpenAI because "it is not okay to steal a charity" and its pivot sets a concerning precedent for philanthropic efforts (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices

The Musk v. Altman trial seated a jury in California, with opening arguments set for today. Microsoft and OpenAI amended their partnership, removing the AGI clause. OpenAI missed internal user and revenue targets, Google launches Ask YouTube, and March saw 45,800 tech layoffs. A US judge seated a nine-person jury in the Musk v. Altman trial at a federal courthouse in California; Sam Altman and Greg Brockman were in attendance (CNBC) Microsoft and OpenAI amend their deal to let OpenAI serve all its products across any cloud provider; Microsoft will no longer pay a revenue share to OpenAI (OpenAI) Sources: OpenAI missed an internal goal of reaching 1B weekly active ChatGPT users by 2025's end, and missed multiple monthly revenue targets earlier in 2026 (WSJ) Google launches Ask YouTube, a conversational AI search "experiment" that generates pages with videos and text summaries, for Premium users in the US aged 18+ (The Verge) Bloomberg CTO Shawn Edwards says the company is overhauling Terminal with a new chatbot-style interface called ASKB, currently open to ~125K users in beta (Wired) Layoffs.fyi: companies announced layoffs affecting 45,800 tech employees in March, making it the worst month for reported tech job cuts in at least two years (WSJ) An analysis of Internet Archive data: by mid-2025, ~35% of new websites published since ChatGPT's launch in November 2022 were AI-generated or AI-assisted (404 Media) Learn more about your ad choices. Visit megaphone.fm/adchoices

China blocked Meta's $2B Manus acquisition and ordered both sides to unwind the deal, closing the "Singapore washing" loophole for Chinese AI startups. OpenAI is developing smartphone chips with Qualcomm and MediaTek, Google controls ~25% of global AI compute, and SaaS pricing shifts to usage-based. China blocks Meta's $2B Manus acquisition, after reviewing whether it violated investment rules, and tells both to cancel it; Manus moved to Singapore in 2025 (FT) Kuo: OpenAI is working with MediaTek and Qualcomm to develop smartphone chips, with Luxshare handling the system co-design; mass production is expected in 2028 (Ming-Chi Kuo) Epoch AI: Google controls ~25% of global AI compute, with ~3.8M TPUs and 1.3M GPUs; Google Cloud CEO Thomas Kurian says demand and revenue justify the spend (FT) Analysis: as of late 2025, 79 of 500 tracked software companies including HubSpot, Adobe, and Salesforce adopted usage-based AI fees, more than doubling on 2024 (The Information) Anthropic details Project Deal, a marketplace experiment where Claude models bought, sold, and negotiated personal belongings on behalf of Anthropic employees (Anthropic) Learn more about your ad choices. Visit megaphone.fm/adchoices

DeepSeek dropped V4 Pro and V4 Flash, undercutting US labs on price by roughly 5x. OpenAI fired back with GPT-5.5, reclaiming benchmark crowns from Claude. Meta confirms 8,000 layoffs on May 20, and Google plans to invest up to $40B in Anthropic. DeepSeek releases its new flagship models V4 Pro and V4 Flash in preview, saying V4 Pro trails the performance of state-of-the-art models by about 3 to 6 months (Bloomberg) Simon Willison's comparison chart of DeepSeek V4 pricing vs. US frontier models (Simon Willison) OpenAI says "GPT-5.5 matches GPT-5.4 per-token latency in real-world serving", performs "at a much higher level of intelligence", and is more capable for Codex (OpenAI) Meta plans to cut 10% of its employees, or ~8,000 jobs, on May 20 and won't fill 6,000 open roles, trying to boost efficiency and offset its heavy AI spending (Bloomberg) Google plans to invest up to $40B in Anthropic: $10B now at a $350B valuation, with another $30B if Anthropic hits performance targets (Bloomberg) Weekend Longreads Suggestions A look at the AI nonprofit METR, maker of maybe the most important AI benchmark, whose time-horizon metrics are used by researchers and Wall Street to track AI development (NYT) The Infinite Machine Olto e-bike review: a more elegant solution for trips too long to walk but too short to drive (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

Microsoft considered buying Cursor but didn't pull the trigger before SpaceX's deal. Microsoft launches its first-ever voluntary retirement program, Anthropic's secondary market valuation hits $1T on Forge Global, and SpaceX's S-1 reveals plans to manufacture its own GPUs. Sources: Microsoft considered buying Cursor in recent weeks but didn't make an offer; Microsoft has been working to boost GitHub Copilot's popularity (CNBC) Microsoft announces the first voluntary retirement program in its 50-year history, for US staffers whose combined years of service added to their age totals 70+ (The Verge) Kalshi suspends and fines congressional candidates Mark Moran of Virginia, Matt Klein of Minnesota, and Ezekiel Enriquez of Texas for political insider trading (CNBC) Anthropic's valuation has hit $1T on Forge Global, a leading private marketplace exchange, surpassing OpenAI's valuation on the platform of $880B (Business Insider) A poll of 4,000 workers in the US and the UK finds that the highest-earning and most experienced workers are adopting AI in their jobs far faster than others (FT) SpaceX's S-1 excerpts list "manufacturing our own GPUs" among the "substantial capital expenditures" it is undertaking, with the size of the expenditure TBD (Reuters) Spotify celebrates its 20th anniversary with a first-ever list of its 20 most streamed artists, albums, songs, podcasts, and audiobooks (Billboard) Learn more about your ad choices. Visit megaphone.fm/adchoices

SpaceX struck a deal giving it the option to acquire Cursor for $60B or pay $10B, as xAI scrambles to catch up in AI coding. Google unveiled new TPUs and an agent platform, OpenAI shipped ChatGPT Images 2.0, and Mythos got accessed by unauthorized users. SpaceX says it's working with Cursor to build "the world's most useful models" and it has the right to acquire Cursor for $60B or pay $10B for the partnership (NYT) Google unveils a new TPU lineup consisting of the TPU 8t for AI training and the TPU 8i for inference, with general availability scheduled for later in 2026 (Bloomberg) OpenAI releases ChatGPT Images 2.0 with new "thinking capabilities", allowing it to search the web to help it create multiple images from a single prompt (The Verge) Source: a handful of unauthorized users in a private Discord channel have been accessing Anthropic's Mythos model since the day the company announced it (Bloomberg) Meta is installing tracking software on US staffers' computers to capture mouse movements, clicks, and keystrokes in work-related apps for use in AI training (Reuters) Disclaimer: ● Initial 3 week subscription and 4 weeks of medication from $79 plus tax and $179 per month plus tax for 12 week subscription thereafter. Final pricing depends on program selection. ● Noom GLP-1Rx Program involves healthy diet, exercise and support. Individual results vary. Meds & personalization based on clinical need. Not reviewed by FDA for safety, efficacy, or quality. No affiliation with Novo Nordisk Inc., the only US source of FDA-approved semaglutide. Not available in all 50 US states ● Based on an analysis of self reported data from 1,254 engaged Noom users. Learn more about your ad choices. Visit megaphone.fm/adchoices

Apple named John Ternus as its next CEO, with Tim Cook stepping up to executive chairman on September 1. Amazon agrees to invest up to $25B more in Anthropic, Bezos' Project Prometheus nears a $10B raise, and SpaceX's IPO prospectus reveals Musk's power moves. John Ternus, senior VP of Hardware Engineering, will become Apple's next CEO on September 1; Tim Cook will become executive chairman of Apple's board (CNBC) Amazon agrees to invest up to $25B in Anthropic, on top of the $8B that it has already invested; Anthropic commits to spend $100B+ on AWS over the next 10 years (CNBC) Sources: Jeff Bezos' Project Prometheus is close to a $10B fundraising deal, which includes an initial $6.2B raise in November, at a $38B post-money valuation (FT) Draft of SpaceX's confidential IPO prospectus: Elon Musk increased his stake in SpaceX last year by purchasing $1.4B of stock from current and former employees (The Information) Learn more about your ad choices. Visit megaphone.fm/adchoices

Vercel confirmed a breach traced to an AI platform's compromised OAuth app. The NSA is using Anthropic's Mythos despite the Pentagon blacklist. Mac Minis face 12-week wait times from AI agent demand, and humanoid robots crushed the Beijing half-marathon. Vercel says its internal systems were accessed after a Vercel employee's Google Workspace account was compromised via a breach at the AI platform Context.ai (BleepingComputer) Sources: the US NSA is using Mythos Preview; one source says Mythos is also being widely used within the DoD, despite Anthropic's supply chain risk designation (Axios) Adobe introduces CX Enterprise, an AI agent-based platform that aims to help corporate customers automate digital marketing and other functions (WSJ) Some Mac Mini and Mac Studio models are unavailable or facing up to 12-week wait times in the US, with analysts citing strong demand from AI agent power users (WSJ) Deezer says AI-generated tracks now account for 44% of daily uploads, totaling ~75K tracks per day and 2M+ per month, but account for just 1-3% of consumption (TechCrunch) Sources: Recursive Superintelligence, a four-month-old start-up developing self-teaching AI and founded by ex-DeepMind and OpenAI engineers, has raised $500M+ (FT) At the Beijing half-marathon, several humanoid robots beat human winners by 10+ minutes; a robot made by Honor beat the human world record held by Jacob Kiplimo (Reuters) Disclaimer: ● Initial 3 week subscription and 4 weeks of medication from $79 plus tax and $179 per month plus tax for 12 week subscription thereafter. Final pricing depends on program selection. ● Noom GLP-1Rx Program involves healthy diet, exercise and support. Individual results vary. Meds & personalization based on clinical need. Not reviewed by FDA for safety, efficacy, or quality. No affiliation with Novo Nordisk Inc., the only US source of FDA-approved semaglutide. Not available in all 50 US states ● Based on an analysis of self reported data from 1,254 engaged Noom users. Learn more about your ad choices. Visit megaphone.fm/adchoices

Netflix beat on revenue and income but dropped 10%+ on weak Q2 guidance as Reed Hastings exits the board. Anthropic launches Claude Design, OpenAI overhauls Codex Desktop with computer control, and DeepSeek seeks its first outside funding at $10B+. Netflix reports Q1 revenue up 16% YoY to $12.25B, vs. $12.2B est., net income up 83% YoY to $5.28B, and forecasts Q2 EPS and revenue below est.; NFLX drops 10%+ (Bloomberg) Anthropic launches Claude Design, a new experimental product that lets users create visuals like prototypes, slides, one-pagers, and more using Claude (TechCrunch) Sources: Dario Amodei is set to meet with WH Chief of Staff Susie Wiles on Friday, a breakthrough in Anthropic's effort to resolve its fight with the Pentagon (Axios) OpenAI updates its Codex desktop app with features like computer control, an in-app browser, image generation, automation memory, plugin support, and more (ZDNet) Sources: DeepSeek is in talks to raise outside capital for the first time, seeking at least $300M at a valuation of at least $10B (The Information) Longreads India produces 1.5M+ CS graduates annually, but AI coding tools are forcing its $315B IT outsourcing industry into an existential reckoning (Bloomberg) Doug Liman's $70M movie Bitcoin: Killing Satoshi uses AI for sets, lighting, and more in post-production, cutting costs from an estimated $300M (The Wrap) Defunct startups are being liquidated for their Slack archives, Jira tickets, and email threads—operational exhaust that AI labs now treat as premium training data (Forbes) Learn more at liquid.trade/techbrew. Disclaimer: ● Initial 3 week subscription and 4 weeks of medication from $79 plus tax and $179 per month plus tax for 12 week subscription thereafter. Final pricing depends on program selection. ● Noom GLP-1Rx Program involves healthy diet, exercise and support. Individual results vary. Meds & personalization based on clinical need. Not reviewed by FDA for safety, efficacy, or quality. No affiliation with Novo Nordisk Inc., the only US source of FDA-approved semaglutide. Not available in all 50 US states ● Based on an analysis of self reported data from 1,254 engaged Noom users. Learn more about your ad choices. Visit megaphone.fm/adchoices

Anthropic drops Claude Opus 4.7 for coding and rolls out government ID verification for some users. TSMC beats earnings, raises forecasts on strong AI demand. X launches Cashtags, and Google's SpaceX stake could hit $100 billion at IPO. Anthropic releases Claude Opus 4.7, a "notable improvement" in advanced software engineering with a new "xhigh" effort level (Anthropic) TSMC CEO C.C. Wei says AI demand still strong amid Iran war, raises revenue forecasts (WSJ) Anthropic rolls out identity verification requiring government-issued photo ID and live selfie for "certain capabilities" (Decrypt) X launches Cashtags, showing real-time financial data on stocks and crypto, starting with iOS in the US and Canada (The Block) Google owns ~5% SpaceX stake; at a $2T IPO valuation, that's worth $100B (Bloomberg) Learn more at liquid.trade/techbrew. Learn more about your ad choices. Visit megaphone.fm/adchoices

Snap is cutting 16% of its workforce—about 1,000 people—as Spiegel blames AI for making everyone more efficient (read: expendable). Allbirds, the shoe company that sold for $39M, is pivoting its shell to become an AI compute provider called NewBird AI. OpenAI drops a cybersecurity-specific model, Google launches a desktop search app and Chrome AI Skills, and law firms say AI-generated client docs are actually creating MORE work, not less. Snap CEO Evan Spiegel says the company plans to lay off ~1,000 full-time employees, or 16% of its global workforce (Bloomberg) Allbirds, sold last week for $39M, says it aims to become an AI compute provider; BIRD jumps 350%+ (FT) OpenAI rolls out GPT-5.4-Cyber, a fine-tuned variant for defensive cybersecurity (Bloomberg) Google launches a Windows desktop app with a Spotlight-like search box (9to5Google) Google launches Skills, repeatable AI prompts that Chrome users can run with a keyboard shortcut (Wired) Law firms say lawyers are spending more time responding to AI-generated client documents (FT) Learn more at liquid.trade/techbrew. Learn more about your ad choices. Visit megaphone.fm/adchoices

Amazon's dropping $10.8 billion on Globalstar to beef up its Leo satellite network and challenge Starlink — and Apple's along for the ride. Plus, federal charges for the Sam Altman attacker, OpenAI acqui-hires a fintech startup, Google declares war on back button hijacking, data labeling startups are printing money, and Missouri voters revolt over a data center. Amazon agrees to acquire satellite operator Globalstar for $10.8B to expand Leo satellite network; Amazon and Apple say Leo will power some iPhone and Watch services (Amazon) Amazon to Acquire Globalstar in Satellite Cellular-Connection Push (WSJ) US DOJ charges Daniel Moreno-Gama, accused of throwing a Molotov cocktail at Sam Altman's home, with attempted murder and arson (CNN) Man who attacked OpenAI CEO's home had list of other AI executives (NYT) OpenAI acquires personal finance startup Hiro Finance (TechCrunch) Google designates "back button hijacking" as malicious, sites could be demoted in Search from June 15 (9to5Google) Data labeling startup Handshake's gross annualized revenue hits ~$1B; Mercor also at $1B+ pace (The Information) Voters in Festus, Missouri oust all four incumbent council members days after council approved a $6B data center (Politico) Learn more at liquid.trade/techbrew. Disclaimer: ● Initial 3 week subscription and 4 weeks of medication from $79 plus tax and $179 per month plus tax for 12 week subscription thereafter. Final pricing depends on program selection.● Noom GLP-1Rx Program involves healthy diet, exercise and support. Individual results vary. Meds & personalization based on clinical need. Not reviewed by FDA for safety, efficacy, or quality. No affiliation with Novo Nordisk Inc., the only US source of FDA-approved semaglutide. Not available in all 50 US states● Based on an analysis of self reported data from 1,254 engaged Noom users. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sam Altman's home has been targeted twice in three days, first a Molotov cocktail, then a shooting from a passing car. Apple is testing four designs for AI smart glasses. OpenAI is touting its Amazon partnership while publicly distancing from Microsoft. GPU prices are surging as an agentic AI compute crunch threatens the whole industry. And Mark Zuckerberg is still keen on photorealistic Metaverse avatars. Sam Altman's home targeted in second attack; two suspects arrested (SF Standard) Apple AI Smart Glasses Features, Styles, Colors, Cameras; Giannandrea Leaving (Bloomberg) OpenAI touts Amazon alliance in memo, says Microsoft has 'limited our ability' to reach clients (CNBC) AI Is Using So Much Energy That Computing Firepower Is Running Out (WSJ) Meta builds AI version of Mark Zuckerberg to interact with staff (FT) Learn more at liquid.trade/techbrew. Learn more about your ad choices. Visit megaphone.fm/adchoices

The US government is taking the Anthropic warning seriously. Google is showing prediction markets alongside various search results. Europeans ARE beginning to decouple from US tech. Kicking the tires on SpaceX's actual business. And, of course, the Weekend Longreads Suggestions. Anthropic Model Scare Sparks Urgent Bessent, Powell Warning to Bank CEOs (Bloomberg) Google rolls out Gmail end-to-end encryption on mobile devices (Bleeping Computer) Google News Now Prominently Featuring Polymarket Bets (Futurism) France to ditch Windows for Linux to reduce reliance on US tech (TechCrunch) YouTube Premium is getting pricier (The Verge) OpenAI Backs Bill That Would Limit Liability for AI-Enabled Mass Deaths or Financial Disasters (Wired) SpaceX Posted Nearly $5 Billion Loss Last Year from AI Spending (The Information) Weekend Longreads Suggestion: An Internet of Checkpoints (Longreads) Learn more about your ad choices. Visit megaphone.fm/adchoices

Meta releases its first model in the great AI horserace catchup race. OpenAI is expecting to make as much money from ads as the biggest social media companies. Meta doesn't want you to see ads encouraging you to join lawsuits against them. And Amazon's big Starlink competitor is coming as soon as this summer. Meta releases first AI model since Zuckerberg's spending spree (FT) AI Horserace Thread (@emollick) Anthropic Completes Tender Offer, But Employees Hold Onto Shares (Bloomberg) OpenAI Forecasts Advertising to Hit $102 billion by 2030 (The Information) Scoop: Meta removes ads for social media addiction litigation (Axios) Amazon's Starlink competitor Leo gets a new date (The Verge) Deere settles US right-to-repair lawsuit with $99 million fund, repair commitments (Reuters) Gen Z Is Using A.I., but Doesn't Feel Great About It (NYTimes) Learn more about your ad choices. Visit megaphone.fm/adchoices

I've got another potential tipping point day for you. Anthropic is making yet more shockwaves across the industry by NOT releasing a model. Why? Because it could potentially break everything software related. Does that matter if the Chinese AI companies will just release everything open source? And Elon says he personally doesn't want a dime from Sam Altman. Anthropic says its most powerful AI cyber model is too dangerous to release publicly — so it built Project Glasswing (VentureBeat) AI joins the 8-hour work day as GLM ships 5.1 open source LLM, beating Opus 4.6 and GPT-5.4 on SWE-Bench Pro (VentureBeat) Elon Musk Asks for OpenAI's Nonprofit to Get Any Damages From His Lawsuit (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices

Anthropic's new deal with Google and Broadcom (and some newly released numbers) might be the tipping point in a couple of AI Horse Races. The gold rush/landgrab in the world model space. The dubious goldrush for SEO in the AI era. And an urgent wakeup call in the quantum computing will break cryptography space. Anthropic Tops $30 Billion Run Rate, Seals Deal With Broadcom (Bloomberg) Jeff Bezos's new lab hires xAI co-founder from OpenAI (FT) How Accurate Are Google's A.I. Overviews? (NYTimes) Can AI responses be influenced? The SEO industry is trying (The Verge) A Cryptography Engineer's Perspective on Quantum Computing Timelines (Filippo Valsorda) Learn more about your ad choices. Visit megaphone.fm/adchoices

There might be... and I know this is going to shock you... some drama going on over at OpenAI. Why is Anthropic cutting off Claude access to OpenClaw? Why are VCs covering the rent for founders who drop out of college? And maybe that two person unicorn I shared with you in the longreads is not what it was cracked up to be. OpenAI CEO and CFO Diverge on IPO Timing (The Information) Anthropic essentially bans OpenClaw from Claude by making subscribers pay extra (The Verge) Samsung Messages will be discontinued in July as part of Google Messages upgrade (9to5Google) Software job openings surge this year, defying AI fears (Business Insider) These AI Whiz Kids Dropped Out of College and Got Investors to Pay Their Bills (WSJ) The back story behind the first “$1.8 Billion” dollar “AI Company” (Marcus on AI) Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode explores the fascinating journey of Demis Hesabis and the development of AI through the lens of Sebastian Malaby's book, The Infinity Machine. We delve into the minds of AI pioneers, their motivations, and the race to achieve superintelligence, offering insights into the future of technology and humanity. Learn more about your ad choices. Visit megaphone.fm/adchoices

SpaceX is officially kicking off the year of the biggest IPOs ever. More job cuts and more signs AI is the cause, in one way or another. Microsoft makes its first public moves to divorce itself from OpenAI when it comes to AI models. And a billion-dollar company with only two employees? You guessed it: AI is why. SpaceX Has Filed Confidentially for IPO Ahead of AI Rivals (Bloomberg) Larry Ellison's Oracle cuts thousands of jobs after AI push (The Times of London) US Job-Cut Announcements in Tech Keep Rising With AI Adoption (Bloomberg) Cloudflare launches EmDash — the 'spiritual successor' that wants to take on WordPress (Tech Radar) Alibaba Unveils Third Closed-Source AI Model in Focus on Profit (Bloomberg) Microsoft launches 3 new AI models in direct shot at OpenAI and Google (VentureBeat) Weekend Longreads Suggestions: How A.I. Helped One Man (and His Brother) Build a $1.8 Billion Company (NYTimes) AI Perfected Chess. Humans Made It Unpredictable Again (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices

OpenAI closes a monster round, but does Anthropic continue to steal their thunder? Is that Anthropic code leak from yesterday a bigger deal for them than I thought it was? What can happen when all the self-driving cars shut down at once. And you are finally able to change that embarrassing Gmail account you've been living with. OpenAI closes record-breaking $122 billion funding round as anticipation builds for IPO (CNBC) OpenAI raises $3bn from retail investors as part of record funding haul (FT) OpenAI Is Falling Out of Favor With Secondary Buyers (Bloomberg) Anthropic Races to Contain Leak of Code Behind Claude AI Agent (WSJ) Claude Code Leak Reveals Always-On ‘Kairos' Agent (The Information) Robotaxi Outage in China Leaves Passengers Stranded on Highways (Wired) You can finally replace your embarrassing Gmail username (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

Is the Iran war coming for US tech companies specifically? Meta unveils new smartglasses. A leak gives us a look at how Claude Code works. SpaceX is losing contact with satellites for reasons we don't know yet. And Whoop is the big wearable player I guess we don't talk about enough. Iran says it will target US tech companies in Middle East (The Hill) Iran's hackers go to war (FT) The latest Ray-Ban Meta smart glasses are more customizable and expensive (Engadget) Claude Code's source code appears to have leaked: here's what we know (VentureBeat) Google commits to video generation, announces Veo 3.1 Lite (9to5Google) Another Starlink satellite has inexplicably exploded (The Verge) Whoop, a Wearable Health Device Maker, Raises $575 Million (NYTimes) Learn more about your ad choices. Visit megaphone.fm/adchoices

With everyone suddenly chasing Anthropic, are we getting strong signals AI is about to get more expensive? The dream of pairing AI models against each other and asking them to fight. We really are getting datacenters in space startups, aren't we? And Project Hail Mary is Amazon's biggest movie win ever. The Sudden Fall of OpenAI's Most Hyped Product Since ChatGPT (WSJ) Andrew Curran X Post Claude is limiting usage more aggressively during peak hours — here's what changed (TechRadar) Microsoft's Researcher AI Agent Can Now Make GPT and Claude Models Work Together (Thurrott) Starcloud raises $170 million Series A to build data centers in space (TechCrunch) ‘Project Hail Mary' becomes Amazon MGM's biggest box office hit (TechCrunch) Learn more about your ad choices. Visit megaphone.fm/adchoices

Is Anthropic about to release an AI model that will be a true step change? Is Apple about to open Siri up to everyone, not just ChatGPT? Is OpenAI already making serious bank from Ads? Is Elon trying to open the SpaceX IPO to normies? And of course, the Weekend Longreads Suggestions. Anthropic wins preliminary injunction in DOD fight as judge cites ‘First Amendment retaliation' (CNBC) Exclusive: Anthropic acknowledges testing new AI model representing ‘step change' in capabilities, after accidental data leak reveals its existence (Fortune) Apple Plans to Open Up Siri to Rival AI Assistants in iOS 27 Update (Bloomberg) Sony is raising PS5 prices by $100 in April (The Verge) OpenAI Surpasses $100 Million Annualized Revenue From Ads Pilot (The Information) Exclusive: Musk rewrites IPO playbook with large slice of SpaceX stock for retail investors, source says (Reuters) Weekend Longreads Suggestions: Gemini task automation is slow, clunky, and super impressive (The Verge) How Apple Became Apple: The Definitive Oral History Of The Company's Earliest Days (Fast Company) Learn more about your ad choices. Visit megaphone.fm/adchoices

The big ruling from that big social media trial is in and it could have big implications for big tech going forward. Wikipedia bans the use of AI for creating Wikipedia entries. GitHub is about to train AI on what you do on GitHub. And the idea of lossless compression might sound like a Silicon Valley joke, but it could be a big deal. Jury in Los Angeles finds Meta, YouTube negligent in social media addiction trial (CNBC) Do Back-to-Back Courtroom Losses Herald Meta's ‘Big Tobacco' Moment? (WSJ) Nintendo confirms its US Switch 2 games will soon cost more as physical versions (VGC) Wikipedia bans AI-generated articles (The Verge) GitHub's Copilot will use you as AI training data, but you can opt out (How-To Geek) Google unveils TurboQuant, a new AI memory compression algorithm — and yes, the internet is calling it ‘Pied Piper' (TechCrunch) Learn more about your ad choices. Visit megaphone.fm/adchoices

OpenAI is abandoning Sora to do the big refocus they've been signaling. Meta is starting to rack up the losses in court. Is China going to block the Manus acquisition by Meta from going through? They're not even letting the founders leave the country. And interesting raises from vertical AI startups. OpenAI Scraps Sora Video Platform Months After Launch (WSJ) Meta must pay $375 million for violating New Mexico law in child exploitation case, jury rules (CNBC) Supreme Court Sides With Internet Provider in Copyright Fight Over Pirated Music (NYTimes) China reviews $2bn Manus sale to Meta as founders barred from leaving country (Financial Times) AI Notetaker Granola Hits $1.5 Billion Value in $125 Million Funding (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices

Buying an internet router made outside the US is now verboten. Claude can now basically fully use your computer for you. More layoffs and surprising production cuts in the gaming industry. And the two big prediction markets try to close the barn door when it comes to insider trading. US regulator bans imports of new foreign-made routers, citing security concerns (Reuters) Anthropic's Claude Can Now Control Your Computer (CNET) Epic Games Cuts About 1,000 Jobs Across Company Amid ‘Fortnite' Slump (Bloomberg) Nintendo Cuts Switch 2 Output by Over 30% on Weak US Sales (Bloomberg) Kalshi says it will block politicians and athletes from trading in markets they're tied to (The Verge) Polymarket, Kalshi Take On Insider Trading as Scrutiny Grows (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices

Mark Zuckerberg has spun up his own AI bot to do his job for him. Or help him do his job quicker, I guess. OpenAI hires an ad guru from Meta. Elon loses a case. Maybe some managers actually want you to use as many tokens as possible. And how to get your LLM to recursively improve itself? Maybe? Mark Zuckerberg Is Building an AI Agent to Help Him Be CEO (WSJ) OpenAI Taps Former Meta Executive to Lead Ad Push (WSJ) Samsung's Galaxy S26 Phones Will Work With Apple's AirDrop, Much Like the Pixel 10 (CNET) Musk Misled Twitter Investors Before 2022 Buyout, Jury Says (Bloomberg) More! More! More! Tech Workers Max Out Their A.I. Use. (NYTimes) ‘The Karpathy Loop': Former OpenAI researcher's autonomous agents ran 700 experiments in 2 days—and gave a glimpse of where AI is heading (Fortune) Learn more about your ad choices. Visit megaphone.fm/adchoices

OpenAI is becoming a superapp. Does Amazon really want to try its hand at a smartphone again? Google is making further steps to obviate classic Google Search in that innovator's dilemma way. And in the Longreads, why has AI gotten worse at writing. OpenAI Plans Launch of Desktop ‘Superapp' to Refocus, Simplify User Experience (WSJ) White House releases AI policy blueprint for Congress (Politico) Exclusive: Amazon plans smartphone comeback more than a decade after Fire Phone flop (Reuters) Super Micro shares tank 25% after employees charged with smuggling Nvidia chips to China (CNBC) Google Search is now using AI to replace headlines (The Verge) Jeff Bezos in Talks to Raise $100 Billion for AI Manufacturing Fund (WSJ) Weekend Longreads Suggestions: ChatGPT did not cure a dog's cancer (The Verge) The Human Skill That Eludes AI (The Atlantic) Learn more about your ad choices. Visit megaphone.fm/adchoices

In three parts I'll make the case that in Q1 of this year, the AI race has become basically a land grab for design and development tasks. MLB fully embraces our new prediction market overlords. Even if they're behind in AI Apple is still making big money from AI. And Uber is still placing bets in the self-driving race. Google introduces 'vibe design' with Stitch (The Deep View) OpenAI to Acquire Startup Astral, Expanding Push Into Coding (Bloomberg) Crypto.com cuts around 12% of staff as CEO pushes enterprise-wide AI integration (The Block) Major League Baseball Steps Into the Prediction Markets, Strikes Deal With Polymarket (WSJ) Apple Is Way Behind in AI—and Still Making a Fortune From It (WSJ) Uber to invest $1.25 billion in Rivian as part of new robotaxi deal (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

At long last, the government has issued guidance to crypto on what is or is not allowed. The blowup from gamers has caused Jensen to push back. A tale of contrasting IPOs from wildly different industries. And is your boss about to ask you to submit expense reports for your token use? SEC, CFTC Move to Define Which Digital Assets Are Securities (Bloomberg) Jensen Huang says gamers are 'completely wrong' about DLSS 5 — Nvidia CEO responds to DLSS 5 backlash (TomsHardware) Meta to Discontinue Key Metaverse Product for VR Headsets (Bloomberg) AI Drone Software Stock Jumps 520% in Best IPO Since Newsmax (Bloomberg) Crypto exchange Kraken freezes multibillion-dollar IPO plan due to difficult market conditions (CoinDesk) Apple Cracks Down on ‘Vibe Coding' Apps (The Information) You've Finally Figured Out AI at Work—Now Comes the Bill (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices

All the headlines from Nvidia's big event yesterday. Can Apple make fetch happen with foldable phones cause nobody else seems to be able to. One hour deliveries is the new, screw it, we're doing five razorblades. And the robots are really coming to Disney theme parks, right now. NVIDIA claims DLSS 5 will deliver 'photoreal' image quality with AI this fall (Engadget) Nvidia Makes Trillion-Dollar Forecast at Annual Product Expo (Bloomberg) Samsung to Stop Selling $2,899 TriFold Phone After Three Months (Bloomberg) Amazon rolls out 1-hour, 3-hour delivery as ultrafast shipping trend grows in the U.S. (CNBC) OpenAI to Cut Back on Side Projects in Push to ‘Nail' Core Business (WSJ) I met Olaf — the Frozen robot who might be the future of Disney Parks (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

Is Meta about to do the mother of all layoffs? New AirPods Max 2. Why OpenAI delayed its sexytime chat… the calls to do so were coming from inside the house. What does it mean if the San Francisco real estate market is ripping again? And what if it ends up Apple has played a blinder by sitting out AI CAPEX spending? Exclusive: Meta planning sweeping layoffs as AI costs mount (Reuters) Apple quietly launches AirPods Max 2 (TechCrunch) Encyclopedia Britannica sues OpenAI over AI training (Reuters) OpenAI's Bid to Allow X-Rated Talk Is Freaking Out Its Own Advisers (WSJ) The AI Boom Has Exploded the San Francisco Housing Market (WSJ) The most brilliant move in corporate history? (ASYMCO) Learn more about your ad choices. Visit megaphone.fm/adchoices

Meta's big new AI model is delayed because they still can't get to state of the art. The social media addiction trial is winding down. All the video apps are going to end up looking exactly like one another eventually. And, of course, the Weekend Longreads Suggestions. Meta Delays Rollout of New A.I. Model After Performance Concerns (NYTimes) Lawyers in landmark social media addiction trial make final appeals to the jury (AP) Peacock expands into AI-driven video, mobile-first live sports, and gaming (TechCrunch) Disney+ is rolling out its TikTok-like ‘Verts' short-form video feed (TechCrunch) Weekend Longreads Suggestions: Why ATMs didn't kill bank teller jobs, but the iPhone did (David Oks's Blog) James Mason in a cave with a cat (Joel Morris's Substack) Learn more about your ad choices. Visit megaphone.fm/adchoices

More AI inspired job cuts. I gotta say, adding AI to Google Maps makes it sound like it might work much, much better. A new entrant into the AI health space. An Iran-war-related hacking takes down a company. And Mark Gurman tells us what to expect from a foldable iPhone. Atlassian slashes 10% of workforce to ‘self-fund' investments in AI and enterprise sales (CNBC) You can now ask Google Maps ‘complex, real-world questions' — and Gemini will answer (The Verge) Anthropic's Claude AI can respond with charts, diagrams, and other visuals now (The Verge) Microsoft's New AI Health Tool Can Read Your Medical Records and Give Advice (WSJ) Iran Expands War With Major Cyberattack Against U.S. Company (WSJ) Apple's Foldable iPhone to Feature iPad-Like Interface When Opened (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices

Sources say the US government is investigating Binance around Iranian sanction evasion. Meta is helping authorities worldwide crack down on scammers. YouTube literally now is, officially, the biggest media entity in the world. And the legal way to listen to full songs right inside of TikTok. Justice Department Probes Iran's Use of Binance to Evade Sanctions (WSJ) Meta, Thai police shut down 150,000 scam accounts (Axios) Anthropic is launching a new think tank amid Pentagon blacklist fight (The Verge) YouTube Lays Claim to Another Crown: The World's Largest Media Company (THR) Nintendo Shares Soar 10% as Surprise Hit Pokémon Game Lifts Mood (Bloomberg) TikTok Teams With Apple Music to Allow Users to Stream Full Songs (Variety) Learn more about your ad choices. Visit megaphone.fm/adchoices

Meta moves for the social network for AI bots. Code Review for Claude Code seems to be like another revolution for the software development industry. Yan LeCun raises the biggest European seed round of all time. And the MacBook Neo… worth investing in or not? Exclusive: Meta hires duo behind Moltbook (Axios) OpenAI and Google employees rush to Anthropic's defense in DOD lawsuit (TechCrunch) This new Claude Code Review tool uses AI agents to check your pull requests for bugs - here's how (ZDNet) Amazon holds engineering meeting following AI-related outages (FT) Yann LeCun's AI start-up raises more than $1bn in Europe's largest seed round (FT) MacBook Neo review: the Mac for the masses (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

Anthropic is fighting the government in court. Microsoft is turning to Anthropic to get agentic in all its productivity products. A big new hyperscaler startup has raised a monster round. And could the war with Iran be something that could pop the AI bubble? Anthropic is suing the Department of Defense (The Verge) Microsoft announces Copilot Cowork with help from Anthropic — a cloud-powered AI agent that works across M365 apps (VentureBeat) Nscale Raises $2 Billion and Adds Sandberg, Clegg to Board (Bloomberg) Iran War Imperils $300 Billion in Gulf AI Spending (The Information) When Using AI Leads to “Brain Fry” (HBR) Learn more about your ad choices. Visit megaphone.fm/adchoices

Dario might need some message discipline as Anthropic is officially designated a risk by the US government. GPT-5.4 is here. Oracle is considering laying off a ton of people and Softbank is considering taking on a ton of debt, both for the same reason. An early warning system for AI job destruction. And, of course, The Weekend Longreads Suggestions. Anthropic says it will challenge Defense Department's supply chain risk designation in court (Engadget) Anthropic CEO apologizes for lashing out at Trump as he gears up for court battle with Pentagon (NYPost) OpenAI's new GPT-5.4 model is a big step toward autonomous agents (The Verge) Oracle Plans Thousands of Job Cuts in Face of AI Cash Crunch (Bloomberg) SoftBank Seeks Record Loan of Up to $40 Billion for OpenAI Stake (Bloomberg) Anthropic launches AI job destruction detector (Axios) Labor market impacts of AI: A new measure and early evidence (Anthropic) Weekend Longreads Suggestions: SpaceX: the final frontier of IPOs (FT) Who needs data centers in space when they can float offshore? (TechCrunch) Learn more about your ad choices. Visit megaphone.fm/adchoices