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OpenAI said its models breached Hugging Face's infrastructure during a cyber-capability test. The White House accused Moonshot AI of distilling Anthropic's Fable to build Kimi K3, and Samsung unveiled its Z Fold 8 Ultra, Fold 8, and Flip 8. OpenAI says its models, including GPT-5.6 Sol and "an even more capable pre-release model", breached Hugging Face while OpenAI tested their cyber capabilities (Axios) OpenAI says its models, including GPT-5.6 Sol and "an even more capable pre-release model", breached Hugging Face while OpenAI tested their cyber capabilities (Cybersecurity Dive) OpenAI says its models, including GPT-5.6 Sol and "an even more capable pre-release model", breached Hugging Face while OpenAI tested their cyber capabilities (Information Age) White House OSTP Director Michael Kratsios says "we have information that Moonshot AI distilled Anthropic's Fable for the development of its K3 model" (X) White House OSTP Director Michael Kratsios says "we have information that Moonshot AI distilled Anthropic's Fable for the development of its K3 model" (Business Insider) Samsung unveils the $2,100+ Galaxy Z Fold 8 Ultra, featuring its "most advanced foldable design", a Flex Titanium display, a 5,000mAH battery, and Android 17 (9to5Google) Samsung unveils the $2,100+ Galaxy Z Fold 8 Ultra, featuring its "most advanced foldable design", a Flex Titanium display, a 5,000mAH battery, and Android 17 (The Verge) The Verge's hands-on with the wider, shorter $1,899.99 Galaxy Z Fold 8 finds the unusual shape surprisingly comfortable, positioning it as a media-consumption device rather than a multitasker (The Verge) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices

Google launched Gemini 3.6 Flash and started pretraining Gemini 4. China weighed tightening AI export controls, Bessent said the US would probe Chinese model distillation, Apple prepped a Klarna-backed leasing program, and OpenAI passed 10M Codex and Work users. Google launches Gemini 3.6 Flash, 3.5 Flash-Lite, and 3.5 Flash Cyber (9to5Google) Google launches Gemini 3.6 Flash, 3.5 Flash-Lite, and 3.5 Flash Cyber, and says it has started its "most ambitious pre-training run yet" for Gemini 4 (CNBC) Sources: China is weighing tightening AI and chip export controls and is consulting leading domestic AI companies, in a bid to slow advanced tech acquisitions (FT) US Treasury Secretary Scott Bessent says the Trump administration will investigate whether Chinese AI models were illegally distilled from American models, and raises the possibility of sanctions (CNBC) Sources: Apple plans to launch Apple Upgrade, a leasing program for iPhone, iPad, Mac, and Apple Watch, in partnership with Klarna in the US next week (Bloomberg) OpenAI says it now has 10M people using Codex and ChatGPT Work, nearly doubling usage from earlier this month when the company announced ChatGPT Work (Bloomberg) OpenAI says it now has 10M people using Codex and ChatGPT Work, nearly doubling usage from earlier this month when the company announced ChatGPT Work (Implicator AI) Garmin launches the Cirqa Smart Band, a $200 screenless fitness tracker that monitors 80+ activities with an up to 10 day battery life, to compete with Whoop (Bloomberg) Garmin launches the Cirqa Smart Band, a $200 screenless fitness tracker that monitors 80+ activities with an up to 10 day battery life, to compete with Whoop (The Verge) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices

Alibaba launched Qwen3.8 Max as Moonshot paused Kimi K3 signups amid demand. The Trump administration weighed a slow squeeze on Chinese AI, Hugging Face used China's GLM-5.2 after US guardrails blocked its breach forensics, and Google built a Gemini chip. Alibaba launches a 2.4T parameter Qwen3.8 Max preview that it says rivals frontier AI models and is second only to Fable 5, plans to make it "open-weight soon" (Bloomberg) The Trump administration has reportedly explored sanctions, security warnings, and executive-order requirements since 2025 to build a slow, durable squeeze on Chinese AI models instead of pursuing an outright ban (The Decoder) Ben Thompson argues the market reaction to Kimi and other Chinese models is overblown, since it's compute scarcity — not a real Chinese cost advantage — that's keeping frontier-model prices high (Stratechery) Hugging Face says it used the open-weight GLM-5.2 hosted on its own compute for breach forensics, after US frontier model safety guardrails blocked the requests (The Stack) Sources: Google is developing a specialized server chip, informally dubbed "Frozen v2", that integrates its Gemini AI model blueprint into the silicon, for 2028 (The Information) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices

Moonshot AI released Kimi K3, a 2.8T-parameter model it says rivals Opus 4.8 and GPT-5.5. Google fell months behind on Gemini 3.5 Pro, MLB banned dugout iPads from accessing GenAI for in-game calls, and The Verge tested Siri AI. Moonshot AI releases Kimi K3, a 2.8T-parameter AI model that it says rivals Claude Opus 4.8 and GPT-5.5, and plans to release its full model weights by July 27 (VentureBeat) Sources: Google is months behind schedule on delivering Gemini 3.5 Pro as it tries to improve its capabilities, particularly in coding; GOOG closes down 4.43% (Bloomberg) Memo: MLB bans the use of league-provided dugout iPads to access GenAI for in-game strategy calls; sources say at least a third of teams used AI this way (The Athletic) Longreads The Verge spends a month testing Siri AI in the iOS 27 public beta, finding it's already reshaping how people use their iPhone, though it can't yet reach non-Apple apps (The Verge) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices

Uber agreed to acquire Delivery Hero for ~$14.8B, expanding into 99 markets. Thinking Machines released its first open-weight model, Inkling, SpaceXAI open-sourced Grok Build after a data-upload backlash, and sources detailed xAI's chaotic race to catch Claude under new leadership. Uber agrees to acquire Delivery Hero in a deal that values the German food delivery company at ~$14.8B, offering €41.50 per share and buying Prosus' 16.8% stake (Bloomberg) Thinking Machines Lab debuts Inkling, an open-weight MoE model with 975B total and 41B active parameters, trained to be broad rather than optimized for one area (Thinking Machines Lab) Thinking Machines Lab debuts Inkling, an open-weight MoE model with 975B total and 41B active parameters, trained to be broad rather than optimized for one area (WSJ) SpaceXAI open-sources Grok Build under an Apache 2.0 license, after the tool uploaded user repositories to SpaceXAI's Google Cloud bucket, causing a backlash (Simon Willison) SpaceXAI open-sources Grok Build under an Apache 2.0 license, after the tool uploaded user repositories to SpaceXAI's Google Cloud bucket, causing a backlash (The Decoder) Sources detail how xAI has been slowed down by internal chaos as Musk pushed for Grok to match Claude, amid signs it is turning a corner under Michael Nicolls (Bloomberg) Sources: Apple is preparing new iPads, including an iPad mini with an OLED screen by October and refreshed entry-level iPads and iPad Airs for 2027 (Bloomberg) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices

New York became the first state to pause new data center permits, worrying the AI industry. Stripe and Advent offered $53B+ for PayPal, OpenAI's first device leaked as a screen-free speaker, and PrismML shrank a model to run on iPhones. AI advocates fear New York's moratorium on new data centers could embolden Democrats to enact more state restrictions and seize on the issue in the midterms (Politico) Sources: Stripe and PE firm Advent have jointly offered $60.50/share to acquire PayPal, a 28% premium to Tuesday's close, valuing it at $53B+; PYPL jumps 15%+ (Reuters) Sources: OpenAI's first device will be a moveable, screen-free smart speaker with a camera and sensors, meant to serve as an AI companion that taps into ChatGPT (Bloomberg) OpenAI says Apple's claim that OpenAI never responded to its concerns is false; emails: an Apple lawyer mixed up two OpenAI staffers in Apple's initial outreach (NBC News) OpenAI says Apple's claim that OpenAI never responded to its concerns is false; emails: an Apple lawyer mixed up two OpenAI staffers in Apple's initial outreach (9to5Mac) PrismML launches Bonsai 27B, a model based on Qwen3.6 27B that it says runs natively on Apple devices via MLX; its CEO says Apple is evaluating the tech (CNBC) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices

Demis Hassabis proposed a US-based frontier AI standards body modeled on FINRA. IBM's stock cratered 20% on a Q2 miss from chip-spending shifts, Spotify launched a voice-control feature, Kalshi debuted an AI compute forward curve, and Anthropic studied Claude's values. Demis Hassabis proposes a US-based Standards Body for "Frontier-class" AI, modeled after FINRA; labs would share models for review up to 30 days before release (X) Demis Hassabis proposes a US-based Standards Body for "Frontier-class" AI, modeled after FINRA; labs would share models for review up to 30 days before release (The Verge) IBM reports preliminary Q2 revenue up 1% YoY to $17.2B, below $17.9B est., as CEO Arvind Krishna says customers are shifting spending to chips; IBM falls 20%+ (Bloomberg) Spotify launches a Talk to Spotify feature that lets users create playlists and more, rolling out in beta to Premium users 18+ in the US, Ireland, and Sweden (Engadget) Kalshi launches a forward curve tool for AI compute, using event contracts to track the future rental costs of GPUs, storage, and memory (Bloomberg) Simulating everything, sort of: The promise and limits of world models (Ars Technica) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices

Apple sued OpenAI, alleging ex-employees stole trade secrets for its hardware push. Twelve states sued to block the Paramount-WBD merger, Anthropic extended free Fable 5 access as rivals raced on price, and Meta killed its Instagram AI opt-out feature. Apple sues OpenAI, alleging that ex-Apple employees stole "Apple's trade secrets for the benefit of OpenAI", and says OpenAI never responded to its concerns (9to5Mac) A coalition of 12 states led by California files an antitrust lawsuit to block Paramount's WBD merger, alleging it lessens competition in three markets (Variety) Anthropic says it is extending Claude Fable 5 access on all paid plans, as well as keeping Claude Code's weekly rate limits 50% higher, through July 19 (Economic Times) OpenAI, Meta, and SpaceXAI are racing to offer more cost-efficient AI models as enterprise customers, stung by "tokenmaxxing" bills, scrutinize their AI spending (Bloomberg) Meta says it will discontinue a feature that allowed users to generate images in Meta AI using public Instagram accounts, following days of criticism (Variety) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices

OpenAI broadly released GPT-5.6 and launched ChatGPT Work, targeting Anthropic. Fidji Simo stepped down from OpenAI citing health, the EU found Meta's "addictive design" violates the DSA, Polymarket sought margin trading approval, and SK Hynix debuted on Nasdaq raising $26.5B. OpenAI broadly releases GPT-5.6, and launches ChatGPT Work, an AI agent that can gather context across apps and files to create documents, on macOS and Windows (Axios) OpenAI broadly releases GPT-5.6, and launches ChatGPT Work, an AI agent that can gather context across apps and files to create documents, on macOS and Windows (TechCrunch) Fidji Simo, OpenAI's CEO of AGI Deployment, says she will step down and become a part-time adviser after her medical condition worsened; Simo joined in August (WSJ) In preliminary findings, the EU Commission said Facebook's and Instagram's "addictive design" violates the DSA, telling Meta to make changes or risk hefty fines (NYT) Filing: Polymarket is seeking CFTC approval to offer margin trading in the US, a move that would let users bet on events with less capital upfront (Bloomberg) SK Hynix raises $26.5B in the largest ever US market debut by a foreign company, selling 177.9M ADRs for $149 each; the sale was more than 7x oversubscribed (Bloomberg) SK Hynix raises $26.5B in the largest ever US market debut by a foreign company, selling 177.9M ADRs for $149 each; the sale was more than 7x oversubscribed (CNBC) Xreal launches $299 A01 Plus AR glasses, weighing just 62 grams and featuring 1080p micro OLED panels with a 120Hz refresh rate and a 50-degree field of view (The Verge) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices

SpaceXAI debuted Grok 4.5 with Cursor, targeting Opus-level performance at lower cost. Meta launched Muse Spark 1.1 via API, OpenAI rolled out full-duplex GPT-Live voice models, PrismML ran the largest AI model on an iPhone, and Character.AI launched AI microdramas. SpaceXAI debuts Grok 4.5, its first model built in partnership with Cursor, designed to "handle difficult, long-running tasks" across finance, legal, and coding (Bloomberg) Meta releases Muse Spark 1.1, capable of more advanced coding and a "step-change" from the first generation, available to US developers via a public API preview (The Verge) OpenAI launches GPT-Live, new voice models powering ChatGPT Voice and built on a full-duplex architecture, meaning they can listen and speak at the same time (OpenAI) OpenAI launches GPT-Live, new voice models powering ChatGPT Voice and built on a full-duplex architecture, meaning they can listen and speak at the same time (VentureBeat) PrismML says it ran a 27B-parameter Qwen 3.6 model on an iPhone 17 Pro, bigger than any prior on-device model; sources: Apple held talks with PrismML about it (The Information) Character.AI launches three human-written, AI-generated microdramas, whose characters users can chat with, and aims to eventually let users make their own shows (TechCrunch) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices

Chinese AI models grabbed over 30% of US token use as Beijing weighed curbing access. Anthropic expanded Cowork to mobile and web, Meta launched its first AI image generator on Instagram and WhatsApp, and Xbox's $80B Game Pass bet failed. OpenRouter: Chinese AI models have drawn 30%+ of token use by US companies each week since February 8, peaking at 46%, up from 11% over the previous 12 months (CNBC) Chinese authorities have held meetings with top tech firms about potentially restricting overseas access to China's most advanced AI models, sources say (Reuters) Anthropic is bringing Claude Cowork to mobile and web, letting tasks run in the cloud and continue working even when no device is online (9to5Mac) Anthropic is bringing Claude Cowork to mobile and web, letting tasks run in the cloud and continue working even when no device is online (ZDNet) Meta launches Muse Image in Meta AI, Instagram, and WhatsApp, and previews Muse Video, the first media generation models from its Superintelligence Labs (Meta) Meta's new Muse Image tool lets users generate AI photos similar to what they'd normally post, including vacation selfies and photo-booth style shots (NYT) Public Instagram profiles are automatically opted into being used as material for others' AI image generations via Meta AI, unless users adjust their settings (Wired) Xbox spent nearly $80B over a decade on content deals betting gamers would flock to Game Pass, but most gamers prefer sticking to a handful of favorite games (Bloomberg) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices

Microsoft laid off ~4,800 employees and gutted Xbox by 3,200 jobs while divesting five studios. Samsung's profit rocketed past Nvidia's, Meta faced a $1.4 trillion lawsuit demand, xAI rebranded to SpaceXAI, and Anthropic researchers found a hidden "J-space" inside Claude. Microsoft is laying off ~4,800 employees, or ~2.1% of its workforce; most are in sales or Xbox, where ~20% of jobs are set to be cut by the end of FY 2027 (The Verge) Microsoft's Xbox to Cut 3,200 Jobs, Divest Five Studios in Major Overhaul (Bloomberg) Samsung estimates Q2 operating profit of ~$58.44B, a 19-fold jump from a year earlier and above a ~$57.02B estimate, and revenue up 129% YoY to ~$111.7B (Reuters) Samsung estimates Q2 operating profit of ~$58.44B, a 19-fold jump from a year earlier and above a ~$57.02B estimate, and revenue up 129% YoY to ~$111.7B (WSJ) Court filing: Meta says four US states seek $1.4T over claims it designed Facebook and Instagram to addict youth and misled the public; its market cap is ~$1.5T (Reuters) xAI rebrands to SpaceXAI and unveils a new logo; Elon Musk said in May that xAI would be dissolved as a separate company and become the AI products from SpaceX (Business Insider) Anthropic researchers detail J-space, a small set of neural patterns in Claude that reveals internal thoughts that don't appear in the model's output (Anthropic) Anthropic researchers detail J-space, a small set of neural patterns in Claude that reveals internal thoughts that don't appear in the model's output (VentureBeat) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices

This is the article we reference in the conversation: My yard is dying, so I made an app for that (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

In the fast-paced world of live sports broadcasting, the role of a vision mixer is crucial yet often overlooked. Today, we're diving into the insights shared by David Steer, an experienced vision mixer currently working at the World Cup in Mexico, who used AI to change how he did his job. Learn more about your ad choices. Visit megaphone.fm/adchoices

OpenAI floated giving the US government a 5% stake to court the Trump administration. Nvidia promised to backstop cloud providers for a revenue cut, SpaceX showed investors an xAI phone prototype, Apple ramped foldable iPhone orders, and Z.ai launched ZCode. Sources: OpenAI has discussed giving a 5% stake to the US government, seeking to clear political obstacles by securing buy-in from the Trump administration (FT) Nvidia promises to financially backstop young cloud providers like Firmus that rent out its AI chips, in exchange for a revenue share through a new program (The Information) Sources: SpaceX showed investors a handset-like device prototype with AI tech from xAI, a proprietary OS, a Snapdragon chip, and a design slimmer than an iPhone (WSJ) Sources: Apple has told suppliers to prepare to produce ~10M foldable iPhones in 2026, up from 7M to 8M previously, and 80M iPhones in total across new models (Nikkei Asia) Apple reportedly orders 10M foldable iPhone Ultra models, which could sell for around $2500 (9to5Mac) Sources: Apple is in negotiations to buy chips from CXMT and YMTC, two Chinese semiconductor makers on a Pentagon blacklist, for use in devices sold in China (Bloomberg) Z.ai launches ZCode, an "Agentic Development Environment" optimized for its new GLM-5.2 model; Z.ai's GLM Coding Plan costs from $16.20 to $144 per month (VentureBeat) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices

Anthropic said Commerce lifted export controls on Fable 5 and Mythos 5, restoring access Wednesday, and launched Sonnet 5. Sony is ending PlayStation game discs in 2028, a 140-company group unveiled Open USD, and Meta's building a cloud business. Anthropic says the Department of Commerce has lifted export controls on Claude Fable 5 and Mythos 5 and that it will begin restoring access Wednesday (X) Anthropic says the Department of Commerce has lifted export controls on Claude Fable 5 and Mythos 5 and that it will begin restoring access Wednesday (BleepingComputer) Anthropic launches Claude Sonnet 5, saying it nears Opus 4.8 performance at lower prices and is substantially better than Sonnet 4.6 for agentic work (Anthropic) Anthropic launches Claude Sonnet 5, saying it nears Opus 4.8 performance at lower prices and is substantially better than Sonnet 4.6 for agentic work (The New Stack) Sony says all new PlayStation games from both first- and third-party developers will be sold in digital formats from January 2028, ending physical game discs (Game File) Visa, Mastercard, Stripe, BlackRock, Coinbase, and 140+ companies join Open Standard to launch Open USD, a stablecoin that shares earnings from its reserves (The Block) Sources: Meta is developing plans for a cloud infrastructure business that will sell access to AI computing power and models, to compete with AWS and Azure (Bloomberg) SpaceX cuts monthly Starlink prices in half in the Memphis area, as it endures blowback and legal challenges from opponents of its Colossus data centers (Bloomberg) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices

Comcast moved to spin off NBCUniversal and Sky into a new public company. The Supreme Court limited geofence warrants, Australia sued Amazon over Prime Video ads, Chamath returned to lead his AI coding startup, and Gemini's image generation went free. Comcast plans to spin off its media and entertainment assets, including NBCUniversal and Sky, into a new publicly traded entity, set to close by mid-2027 (Variety) SCOTUS limits the law enforcement use of "geofence" warrants, saying people have "a reasonable expectation of privacy" in their cell-phone location data (TechCrunch) Australia's ACCC sues Amazon for allegedly introducing ads to Prime Video under unfair contract terms and forcing existing subscribers to pay more to avoid them (Bloomberg) AI coding startup 8090 raised a $135M Series A led by Salesforce Ventures; founder Chamath Palihapitiya announces that he will lead the company as CEO (TechCrunch) The DOD seeks to recruit engineers experienced in frontier AI, machine learning and automation, and data systems, to embed them "down to the unit level" (Bloomberg) Google says the Gemini app now offers personalized Nano Banana image generation, previously limited to Plus, Pro, and Ultra users, to eligible US users for free (TechCrunch) Hotels, tour operators, and travel agencies rush to launch proprietary online tools and loyalty schemes to fend off future competition from AI travel agents (FT) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices

The US lifted its block on Anthropic's Mythos 5, clearing it for 100+ institutions. Researchers said China's GLM-5.2 matches US models on security bugs. South Korea pledged ~$590B for chips, and the memory crunch turned existential for small makers. Letter: the US lifts its block on Mythos 5, allowing Anthropic to release it to more than 100 US institutions; sources: talks about Fable 5 are ongoing (Semafor) Researchers say Z.ai's GLM-5.2 matches latest US models at finding security bugs, as critics question the US' lax approach in restricting Chinese open models (WSJ) South Korea, Samsung, and SK Hynix say they plan to invest ~$590B to build a new chip complex, including four chipmaking plants and a chip packaging cluster (FT) Soaring memory costs are posing existential threats to small electronics makers, amid thin margins, low supply chain leverage, and little room for price hikes (CNBC) Sports clips' rise on platforms like YouTube has left broadcasters debating whether to use them to attract younger viewers or protect their subscription revenue (CNBC) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices

OpenAI leaned toward delaying its IPO to 2027 rather than budge from Altman's $1T valuation, rattling tech stocks. The government had OpenAI stagger GPT-5.6's release over security concerns. Microsoft hiked Xbox prices again, and SpaceX teased a Starlink mobile network. Sources: OpenAI leans toward holding off its IPO until 2027 after warnings that Sam Altman's desired $1T valuation may not be met in current market conditions (The New York Times) Sources: Sam Altman told staff the US government asked OpenAI to stagger the release of GPT-5.6 over security concerns, approving "access customer by customer" (The Information) Microsoft says the price of Xbox consoles will increase on August 1 by $100 for 512GB models and $150 for 1TB models, the third price increase since 2025 (Kotaku) Sources: SpaceX COO Gwynne Shotwell told investors during an IPO roadshow SpaceX may launch a Starlink mobile product and build its own terrestrial US network (FT) Longreads How Chicago is betting on quantum computing, including turning the site of its former US Steel mill into a campus, after largely missing the digital revolution (WSJ) As China's working-age population shrinks, consensus is growing that China must embed embodied AI robots into as many tasks as possible, as soon as possible (FT) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices

Apple hiked Mac and iPad prices 15-25% on the memory crunch; iPhones held steady. Anthropic accused Alibaba of distilling Claude 28.8 million times. IBM detailed a 0.7nm chip, Facebook revived its Creator Studio app, and Kalshi chased a $40B valuation. Apple raises Mac, iPad, and other product prices by 15%-25%, saying it has "never seen a component price increase this much, this quickly"; iPhone is unchanged (WSJ) Apple Raises Mac and iPad Prices to Counter Memory Shortages (Bloomberg) Sources: in a letter to US officials, Anthropic accused Alibaba of adversarial distillation, using Claude 28.8M times from April to June via almost 25K accounts (Bloomberg) IBM details a 0.7nm chip manufacturing process that utilizes a "nanostack" 3D transistor architecture, which it says could continue chip innovation for 10 years (The New York Times) Facebook brings back Facebook Creator Studio as a stand-alone app with a built-in AI chatbot to help creators grow their audiences through personalized guidance (TechCrunch) Meta looks to AI to review harmful content in cost-cutting drive (FT) Sources: Kalshi is in talks to raise funding at a ~$40B valuation in a round that may close as soon as Q3; Kalshi raised $1B at a $22B valuation in May 2026 (FT) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices

Rockstar finally priced GTA VI at $79.99 and set a November 19 release, with preorders tonight. OpenAI and Broadcom unveiled their Jalapeño inference chip. Meta got caught building a prediction-markets app called Arena, and Superhuman snapped up AI-detector GPTZero. Rockstar sets the release date for GTA VI for November 19 and says it will cost $79.99, or $99.99 for the Ultimate Edition; preorders start at midnight tonight (The Verge) Grand Theft Auto 6 Physical Copies Won't Include a Disc, Will Just Be a Code in a Box (IGN) OpenAI and Broadcom unveil Jalapeño, an LLM-optimized inference chip developed from design to manufacturing tape-out in nine months, aided by OpenAI's models (OpenAI) OpenAI and Broadcom Unveil AI Chip to Run Models Faster, Cheaper (Bloomberg) Sources: Meta is building a standalone prediction markets app internally called Arena, which would probably use video game-like points instead of money wagers (The New York Times) Superhuman acquires AI detection startup GPTZero, which has 19M+ registered users and $30M in annual recurring revenue; PitchBook: GPTZero is valued at $88M+ (Business Insider) How AI Customers Are Lowering Their Anthropic and OpenAI Bills (The Information) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices

Meta launched $299 in-house Adventurer and Fury smart glasses plus a $399 Kylie Jenner Starfire. Trump signed two quantum-computing executive orders. South Korea's Kospi cratered 10% in a tech selloff, ByteDance debuted Seedance 2.5, and Meta paused its laptop-tracking program. Meta unveils Meta Adventurer and Fury glasses, each priced at $299, its first under its own brand, and a $399 Starfire model in collaboration with Kylie Jenner (Bloomberg) HEADLINE TBD — couldn't read it (The Verge) President Trump signs two executive orders aimed at speeding the development of advanced quantum computers and mitigating the security threats they present (WSJ) South Korea's tech-heavy Kospi index falls 10%, dragged down by SK Hynix and Samsung; STMicro and ASML fall ~7%, and US tech stocks fall in pre-market trading (CNBC) ByteDance unveils Seedance 2.5, saying the AI video model can generate up to 30-second clips from up to 50 reference materials, up from 12 for Seedance 2.0 (The Information) ByteDance's Seedance 2.5 breaks the 30-second barrier for AI video generation (The Decoder) Meta says it is pausing its employee-tracking program meant for training AI models after internal security issues exposed sensitive data from employees' laptops (Wired) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices

Meta poured $900M into India's Cred and tapped founder Kunal Shah to run WhatsApp. Google lost Nobel winner John Jumper to Anthropic. Getty soared on an OpenAI deal, JD.com warned robots would replace its couriers, and Toto pivoted toward chips. Meta invests $900M into Indian fintech Cred for a ~20% stake, and plans to appoint Cred founder Kunal Shah as the leader of WhatsApp, replacing Will Cathcart (Bloomberg) The departure of John Jumper, a key member of Google's AI coding development team, further strains Google's efforts to compete with Anthropic and OpenAI (Bloomberg) Getty signs a licensing deal with OpenAI, letting its image library appear in ChatGPT's search and discovery features; GETY jumps 150%+ pre-market (Bloomberg) JD.com founder Richard Liu says robots will replace the company's 700K delivery workers "sooner or later", and it will help retrain them in robot maintenance (FT) Toto, Japan's largest toilet maker, plans to invest $495M by 2030 to expand its semiconductor materials unit, targeting R&D for next-gen 1nm chip production (Nikkei Asia) Japanese toilet maker Toto plans $496M push into chip tech (Tech in Asia) A look at "humanizer" and "autotyper" apps that help students evade AI-detection software by slowly auto-typing essays and making AI text sound less robotic (The New York Times) A speculative scenario titled "Europe 2031" projects economic and political instability in the EU if it fails to keep pace with the US and China in the AI race (The Guardian) Subscribe to the ad-free feed. Learn more about your ad choices. Visit megaphone.fm/adchoices

Intel stock popped after Trump said Apple agreed to build chips with it in America. Waymo yanked its robotaxis off highways over construction-zone blunders. Rockstar dated GTA VI pre-orders to June 25, and GLM-5.2 grabbed the open-weights crown. Intel's stock jumps 10.64% after Trump said "Apple has agreed to work with Intel to design and build its Chips in America"; INTC is up 520%+ in the past year (CNBC) Filings: Waymo pulls its ~4K robotaxis from highways after finding 13+ instances of the cars driving into highway sections under construction (TechCrunch) Rockstar Games announces that pre-orders for Grand Theft Auto VI will go live on June 25; TTWO closed up 4.93% (Kotaku) GLM-5.2 is the leading open weights model on Artificial Analysis' Intelligence Index, scoring 51, only behind Fable 5's 60, Opus 4.8's 56, and GPT-5.5's 55 (Artificial Analysis) GLM-5.2 becomes the top open-weight model on Artificial Analysis (Implicator) Longreads Google Is Using Nvidia's Playbook to Build a Rival AI Chip Business (WSJ) AI Is Splitting the Job Market in Two, PwC Study Shows (Bloomberg) Apple's weird anti-nausea dots cured my car sickness (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

Tim Cook warned Apple price hikes are unavoidable as AI gobbles up memory chips. Noam Shazeer bolted from Google to OpenAI. Midjourney unveiled a bizarre full-body ultrasound scanner, and businesses piled into Kalshi to hedge real-world risk. In an interview, Tim Cook says Apple price hikes are "unavoidable" to offset surging memory and storage chip costs, and "the situation has become unsustainable" (The Wall Street Journal) Star Google AI Researcher Shazeer Joins OpenAI (The Information) Midjourney unveils its first hardware product, the Midjourney Scanner, an ultrasound-based full-body scanner; it is unclear how AI fits into the medical effort (The Verge) Businesses have started using Kalshi to hedge business risks; Kalshi says institutional trading volume on its platform has grown 800% since November 2025 (The New York Times) Learn more about your ad choices. Visit megaphone.fm/adchoices

Snap unveiled its $2,195 standalone Specs AR glasses. Google rolled out Android 17 and Wear OS 7. Trump officials mulled equity stakes in AI firms, Apple's camera AirPods slipped to 2027, and TikTok was drowning in AI slop. Snap is finally about to ship AR glasses — and they cost a fortune (The Verge) Android 17 launches with new multitasking tools as Google expands Gemini features (TechCrunch) Trump advisers weigh structure of potential AI stakes (Semafor) Apple Plans Camera AirPods, iPhone Foldable 2, 20th Anniversary iPhone in 2027 (Bloomberg) Sixty percent of US consumers say 'AI' in brand messaging is a turnoff, survey finds (TechCrunch) TikTok Shows 3x More AI Slop Than YouTube, Report Finds (Search Engine Journal) Learn more about your ad choices. Visit megaphone.fm/adchoices

SpaceX is acquiring Cursor for $60B days after its blockbuster IPO, as its stock soared 20% on day one. Anthropic's standoff with the Trump administration churned on without resolution, OpenAI's 2025 spending hit $34B, and OpenRouter's Fusion claims to beat frontier models. SEC filing: SpaceX agrees to acquire Anysphere in a merger valuing the Cursor-developer at $60B, expected to close in Q3 2026 (Reuters) SpaceX has agreed to acquire AI coding startup Cursor in a $60B stock deal, less than two months after announcing a tie-up, to help its AI division catch up to the major labs (TechCrunch) SpaceX's stock closed up 19.6% on June 15, its first full day of trading; Musk said it "might be able to reach" ~$1T in revenue in 2030, up from $18.7B in 2025 (CNBC) Anthropic says its senior leaders met Trump admin officials on June 15, but no resolution was reached and both sides are working to resolve things quickly (The Information) A senior White House official says easing Friday's action on Anthropic will likely take more than a few days, but leaves the door open to a quick resolution (Politico) Ben Thompson argues Anthropic has near-perfect alignment between talent, mission, and business — a "safety superpower" he says he both respects and fears (Stratechery) Sources: audited financial figures show OpenAI spending hit $34B in 2025, including $19B on research and development and nearly $6B on sales and marketing (FT) OpenRouter debuts Fusion, a tool that prompts multiple AI models in parallel, claiming it can "reach and surpass Fable-level performance on deep research tasks" (OpenRouter) How OpenRouter Fusion works and how it beats frontier models — a "panel of models" approach that scored 69% on Perplexity's DRACO deep research benchmark (Digit) ResumeWriting.com On Product Hunt Learn more about your ad choices. Visit megaphone.fm/adchoices

Anthropic sent staff to DC to resolve the Mythos 5 export crisis after Amazon's Jassy reportedly helped trigger the federal block. Fox is buying Roku for ~$22B, the UK bans social media for under-16s, and Chinese Tesla drivers fool monitoring with doll heads. Sources: senior Anthropic technical staff are in DC to meet WH officials and try to fix the Mythos 5 dispute; both sides say they are eager to resolve the issue (Axios) The US Commerce Dept blocked foreign persons from accessing Fable 5 and Mythos 5; Anthropic cut off all customers to comply, calling the disclosed jailbreaks minor (The Verge) Trump signed off on the restriction himself after Commerce Secretary Lutnick was asked to lead the response (NYT) Amazon researchers showed Fable's safeguards could be evaded; Jassy raised it with Treasury's Bessent, helping set the export controls in motion (WSJ) Fox says it is acquiring Roku in its largest deal yet, valued at ~$22B including debt, giving it access to 100M+ streaming households globally; FOX drops 10%+ (WSJ) Keir Starmer says the UK will ban social media for under-16s to "give kids their childhood back", using an Australia-like model, in effect by next spring (Reuters) UK's under-16 ban will cover Snapchat, TikTok, YouTube, Instagram, Facebook, and X but exempt WhatsApp and Signal; AI companion chatbots must be 18+ (TechCrunch) Chinese Tesla drivers are using tiny plastic heads to fool Tesla's distracted-driving controls, which appear unable to distinguish figurines from real people (Wired) Chinese Tesla owners use figurines, photos, lenticular images, and looping face videos to bypass cabin-camera monitoring, sold for $10–$40 online (Digital Trends) Learn more about your ad choices. Visit megaphone.fm/adchoices

SpaceX priced the biggest IPO ever at $135/share, raising $75B and debuting at $1.77T. ShinyHunters exploited an unpatched Oracle PeopleSoft flaw hitting 100+ organizations, Mistral seeks €3B at €20B, MrBeast hit 500M subscribers, and SBF lost his appeal. SpaceX raises $75B in the biggest-ever IPO, pricing 555.6M shares at $135 each, giving it a market value of $1.77T (Bloomberg) Founders Fund's ~3% SpaceX stake is worth $50B+, Sequoia's ~1.5% is worth $20B+, and a16z will see its biggest return ever at $10B+ (Bloomberg) Some investors question SpaceX's valuation, citing its $4.3B loss on $4.7B in revenue in Q1, as well as concerns over space data centers (NYT) Oracle warns customers of a critical PeopleSoft flaw after ShinyHunters claimed breaches of 100+ organizations using PeopleSoft; Oracle has not issued a patch (TechCrunch) Sources: French startup Mistral AI is in talks to raise ~€3B at a ~€20B valuation; it was last valued at €11.7B during a funding round in September 2025 (Bloomberg) MrBeast hits 500M subscribers on YouTube, a record for the platform (The Wrap) Sam Bankman-Fried loses his bid to overturn his fraud conviction and 25-year prison sentence over the collapse of FTX (Reuters) Longreads As companies are hit by rising AI costs, they are increasingly using tools that tap cheaper models, including some from China, putting price pressure on OpenAI and Anthropic (WSJ) Sixteen economists weigh in on what AI will mean for the US economy, workers, and workplaces; only two expect AI to actually create more jobs (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices

Anthropic backtracked on secretly degrading Fable 5 for AI researchers after fierce backlash. OpenAI considers drastic token price cuts anticipating war with Anthropic. Dario Amodei calls for FAA-style AI regulation, the FBI seized fake Chinese consulting domains, and DoorDash launches AI ordering. Anthropic backtracks on its decision to quietly limit Fable 5's ability to develop LLMs, saying "requests will visibly fall back to Opus 4.8", after backlash (Wired) Sources: OpenAI is considering drastically lowering the prices it charges users for tokens in anticipation of similar cuts the startup expects Anthropic to make (WSJ) Dario Amodei outlines policy responses to AI's exponential progress across regulation and public safety, macroeconomics and taxes, science, geopolitics, more (Dario Amodei) The FBI seizes 13 domains allegedly tied to fake consulting firms that sought information from US government and military employees for suspected Chinese agents (Reuters) YouTube rolls out a new in-app messaging system for sharing videos and having 1:1 conversations; it discontinued its previous Messages feature in September 2019 (9to5Google) DoorDash launches an in-app AI chatbot to let users order food and groceries and make reservations with photos and prompts (CNBC) Learn more about your ad choices. Visit megaphone.fm/adchoices

The CFTC proposed prediction market rules banning bets on war and assassinations. SpaceX drew $250B+ in IPO demand far beyond its $75B target. Microsoft patched a record ~200 security flaws, Tesla has just 59 robotaxis, and Siri AI gets its first hands-on. Sources: the CFTC will propose new prediction market rules, banning bets it finds aren't in the public interest or that seem highly susceptible to manipulation (WSJ) Microsoft's June 2026 Patch Tuesday fixes a record nearly 200 security flaws, 33 rated Critical, as it and security researchers increasingly use AI to find bugs (Krebs on Security) Sources: SpaceX has drawn $250B+ of investor demand for what is poised to be the largest IPO to date, far beyond the $75B that SpaceX is aiming to raise (Reuters) Tesla has just 59 vehicles in its robotaxi fleet and is limited to three Texas cities after almost a year, nowhere close to Elon Musk's big promises (Bloomberg) Hands-on with Siri AI: successfully executed multistep prompts, understood context well, has strong guardrails, and seems a bit more dispassionate than Gemini (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

Anthropic released Claude Fable 5, a guardrailed Mythos-class model, to the public and Mythos 5 to trusted partners. OpenAI confidentially filed for an IPO. Hackers injected credential-stealing malware into 70+ Microsoft GitHub repos, and Apple details its new Gemini-based foundation models. Anthropic releases Claude Fable 5, a "safe" Mythos-class model it says can't be used for cyberattacks, to the public, and Claude Mythos 5 to trusted orgs (Wired) OpenAI confidentially files for an IPO, says it has "not decided on timing yet", as "there are things we want to do that are likely easier as a private company" (CNBC) Microsoft disabled 70+ of its repos on GitHub, including Azure-related tools like azure-functions-host, after hackers added credential-stealing malware to them (TechCrunch) MG Siegler: after being left for dead in AI, Apple is set to win at the consumer level — the power of the default, superior product instincts, and no real competition (Spyglass) Ben Thompson: the iPhone is the true core of Siri AI, and Apple is the only company positioned to work across apps with personal context — as long as it's not vaporware (Stratechery) Learn more about your ad choices. Visit megaphone.fm/adchoices

Apple unveiled Siri AI at WWDC, built on Google's Gemini, launching in beta with no firm date. Google signed a $920M/month SpaceX compute deal, Trump floats government equity stakes in AI labs, and OpenAI plans to turn ChatGPT into a superapp. Apple announces Siri AI, with on-screen awareness, personal context understanding, a Dynamic Island-based interface, and more, along with a new Siri app (9to5Mac) Filing: Google has agreed to pay SpaceX $920M per month for access to Nvidia chips as part of a cloud-services deal that runs through mid-2029 (Bloomberg) President Trump says he is weighing proposals for US government to hold equity stakes in leading AI labs, and will soon discuss the idea with their executives (Bloomberg) OpenAI plans to overhaul ChatGPT in the coming weeks, turning it into a superapp with coding tools and AI agents to serve as a gateway to higher-margin products (FT) Learn more about your ad choices. Visit megaphone.fm/adchoices

Bots passed human web traffic for the first time, per Cloudflare's CEO. The S&P 500 rejected fast-entry for mega-cap IPOs like SpaceX. Anthropic embedded engineers at the NSA, Meta hid face-recognition code in its app, and Cambridge trialed the first AI-designed vaccine. Cloudflare CEO Matthew Prince says agentic traffic is "growing so fast that bots have now passed human traffic online for the first time" (Tom's Hardware) S&P Dow Jones rejects proposals to expedite S&P 500 eligibility for mega-cap IPOs such as SpaceX's; companies remain ineligible until one year after their IPOs (Bloomberg) Sources: Anthropic has embedded around half a dozen forward-deployed engineers within the NSA to help the agency deploy Mythos for offensive cyber operations (FT) Analysis: Meta discreetly added code for an unreleased "NameTag" face-recognition system for its AI smart glasses over multiple Meta AI app updates in 2026 (Wired) University of Cambridge researchers say they have developed the first vaccine with a key component entirely designed by AI and subsequently trialed it in humans (BBC) Longreads A preview of what to expect from WWDC on Monday, including iOS 27, a revamped Siri, macOS 27 Liquid Glass refinements, and more (Bloomberg) Ted Chiang argues LLM conversations are cleverly disguised sentence continuation, not consciousness, and that no intrinsic property of neural networks suggests otherwise (The Atlantic) Learn more about your ad choices. Visit megaphone.fm/adchoices

Google released Gemma 4 12B, a multimodal model that runs locally on 16GB devices. TSMC's CEO warned chip supply won't meet demand for years. Ramp raised $750M at $44B, and Anthropic says 80%+ of its merged code is now Claude-authored. Google releases Gemma 4 12B, an 11.95B-parameter unified, encoder-free open multimodal model that can run locally on devices with 16GB of VRAM or unified memory (VentureBeat) Public First: 26% of Americans support increased data center construction, the lowest share among 15 large countries, such as Brazil, Japan, the UK, and Canada (FT) Sam Altman and Dario Amodei are among the signatories on a public letter urging improved tracking of synthetic DNA that could be used in AI-developed bioweapons (Wired) TSMC CEO C.C. Wei says the company won't be able to fulfill the demand led by US customers even as more capacity comes online in the US over the next few years (Bloomberg) Corporate spending management platform Ramp raised $750M at a $44B valuation led by Iconiq, Singapore's GIC, and the OTPP, taking its total funding to $3B (Bloomberg) Anthropic details its progress toward recursive self-improvement, and its implications, and says 80%+ of the code merged into its codebase is authored by Claude (Anthropic) Learn more about your ad choices. Visit megaphone.fm/adchoices

Microsoft dominated Build with Scout, an always-on Teams agent, the Surface RTX Spark Dev Box, its first reasoning model MAI-Thinking-1 aimed squarely at Anthropic, and Project Solara for agent-first devices. Trump signed a scaled-back AI executive order on cybersecurity. Microsoft announces Scout, an always-on enterprise AI agent built on OpenClaw that appears as a Microsoft Teams contact to automate tasks such as scheduling (Wired) Microsoft unveils a Surface RTX Spark Dev Box, featuring Nvidia's Arm-based RTX Spark, 128GB of unified memory, and a 100W thermal envelope, for local AI tasks (The Verge) Microsoft debuts MAI-Thinking-1, its first advanced reasoning AI model, trained "from the ground up on clean data, without distillation from third-party models" (The Verge) Microsoft unveils Project Solara, an Android-based platform for agent-first devices, with concept hardware and pilots planned at Best Buy, Target, and others (GeekWire) Microsoft unveils Microsoft Execution Containers, a Windows-level sandbox for AI agents, and says partners OpenAI, Nvidia, Manus, and Nous Research are using it (VentureBeat) President Trump signs a scaled-back AI EO that seeks to address AI's cybersecurity threats; sources say it imposes less scrutiny on AI than the scrapped version (Politico) Learn more about your ad choices. Visit megaphone.fm/adchoices

Anthropic confidentially filed for an IPO that could come as soon as this fall, joining SpaceX and OpenAI in a $4T listing parade. Anthropic expands Mythos access to 15+ countries, Alphabet raises $80B for AI spending, and mathematicians publish a warning declaration on AI. Anthropic says it has confidentially filed for an IPO, which could happen as soon as this fall, joining OpenAI and SpaceX in preparing to go public in 2026 (NYT) Anthropic says it will extend Project Glasswing to organizations in 15+ countries, sources say giving Mythos access to Five Eyes, NATO, Samsung, SK, and others (FT) Alphabet is raising $80B through equity offerings, including a $10B investment deal with Berkshire, to fund AI spending, in one of the largest equity deals ever (Bloomberg) Sixteen mathematicians publish the Leiden Declaration on AI and Mathematics to warn of potential threats to the field, such as around accuracy and reliability (NYT) Learn more about your ad choices. Visit megaphone.fm/adchoices

Nvidia unveiled the RTX Spark, an Arm-based consumer chip family built with MediaTek on TSMC 3, plus a DGX Station desktop that runs 1T-parameter models. Intel detailed its Crescent Island GPUs, MiniMax launched a coding model rivaling Opus 4.7 at 1/40th the price, and Anthropic bans AI in interviews. Nvidia announces the RTX Spark, an Arm-based consumer chip family it calls "the most efficient PC chip ever built", made on TSMC 3 in partnership with MediaTek (The Verge) Intel details its Crescent Island data center GPUs, built on its Xe3P architecture and using LPDDR5X memory instead of HBM, calling them "built for agentic AI" (Tom's Hardware) Nvidia unveils DGX Station for Windows, a desktop PC powered by a GB300 Grace Blackwell chip with up to 748 GB of memory, capable of running 1T-parameter models (SiliconAngle) Chinese AI developer MiniMax debuts M3, a new coding model that it says rivals Claude Opus 4.7, costing $0.12 per 1M input tokens, compared with $5 for Opus 4.7 (The Information) A look at Anthropic's hiring process, which prohibits AI use in interviews and features a culture interview that candidates describe as highly intense (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices

Find out more about Sora here. Find out more about the Ride Home Fund here. Learn more about your ad choices. Visit megaphone.fm/adchoices

Anthropic dropped Opus 4.8 with dynamic workflows for Claude Code and raised $65B at a $965B valuation, overtaking OpenAI. Blue Origin's New Glenn exploded during testing, Amazon killed its AI usage leaderboard, and an AI startup offers free home cleaning for training data. Anthropic launches Opus 4.8, saying it's "more likely to flag uncertainties about its work and less likely to make unsupported claims", at the same price as 4.7 (TechCrunch) Anthropic raised a $65B Series H at a $965B post-money valuation, overtaking OpenAI's $852B valuation, and says its revenue run rate crossed $47B this month (NYT) Blue Origin's New Glenn rocket, which exploded during testing on Thursday, was set to ferry 48 Amazon Leo satellites on Monday; Amazon paid Blue Origin $2.7B (FT) Sources: Amazon has shut down an internal leaderboard that tracked employees' use of AI tools after workers tried to boost their scores with needless tasks (FT) AI startup Shift launches a free home cleaning service in NYC to record first-person video with a camera-equipped cap and use it to train robots (The Verge) Longreads Simon Willison on how coding agents gave Anthropic and OpenAI real product-market fit, burning $1,000+/month in tokens per power user and changing enterprise pricing (Simon Willison) Kirkland & Ellis, the world's highest-grossing law firm, is setting aside $500M to build its own AI platform rather than rely on tools available to its rivals (FT) Learn more about your ad choices. Visit megaphone.fm/adchoices

Valve hiked Steam Deck prices by up to $300 as RAMageddon hits consumer electronics. Bloomberg detailed Apple's Siri overhaul ahead of WWDC, Meta rolls out subscription plans for Instagram, Facebook, and WhatsApp, and Oura unveils a 40% smaller Ring 5. Valve hikes the Steam Deck OLED's prices due to "rising memory and storage costs": from $549 to $789 for the 512GB model and from $649 to $949 for the 1TB model (The Verge) Illustrations based on sources detail Apple's Siri overhaul, including a new UI, a chatbot-style app, and other major iOS 27 changes, ahead of WWDC on June 8 (Bloomberg) Meta rolls out Plus plans for Instagram, Facebook, and WhatsApp globally, and tests $7.99/month and $19.99/month Meta AI plans, and a $49.99/month creator plan (TechCrunch) Reactor, which says its AI platform can generate video in real-time with near-zero latency, emerges from stealth with a $59M Series A led by Lightspeed (Variety) Oura unveils the Oura Ring 5, with a 40% smaller form factor, improved sensing, and repositioned LEDs, on sale from June 4 for $399, up from the Ring 4's $349 (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices

Robinhood launched agentic stock trading, letting users link Claude or Cursor to dedicated accounts. Micron hit $1T market cap in record time on AI memory demand. YouTube now auto-labels AI content, a new coding benchmark crowns GPT-5.5 the clear leader, and Roku overhauls its homescreen. Robinhood launches a feature to let users link AI agents, such as Claude or Cursor, to separate, dedicated investment accounts for trading stocks autonomously (WSJ) Micron hit a $1T market value for the first time on May 26 after its stock closed up 19.29%, rising from $700B earlier in May, driven by high memory chip demand (CNBC) YouTube makes its AI content labels more prominent on desktop and mobile, and will apply them automatically if it detects "significant photorealistic AI use" (Variety) Roku launches its first major homescreen overhaul in over a decade, including a large "marquee" ad spot to tout apps or shows, in a bid to drive more engagement (Hollywood Reporter) Datacurve releases the DeepSWE coding benchmark, a 113-task test across 91 open-source repositories: GPT-5.5 leads at 70%, GPT-5.4 got 56%, and Opus 4.7 got 54% (VentureBeat) Learn more about your ad choices. Visit megaphone.fm/adchoices

Pope Leo XIV released his AI encyclical alongside Anthropic co-founder Chris Olah. Huawei claims it can match 1.4nm chips by 2031, China imposed travel restrictions on AI talent, cybersecurity hiring surged amid the AI "bug-pocalypse," and American Airlines picked Starlink for in-flight Wi-Fi. Pope Leo XIV presents Magnifica humanitas, his encyclical on AI, calling for AI regulation, protection for children against hypersexualized AI images, and more (NYT) Huawei says it aims to make 1.4nm chips by 2031 using its "LogicFolding" tech, which is based on its new Tau Scaling Law intended to bypass Moore's Law limits (Nikkei) Sources: Chinese government agencies begin imposing overseas travel restrictions on individuals involved in advanced AI work, including at Alibaba and DeepSeek (Bloomberg) As AI tools like Mythos create a "bug-pocalypse", Glassdoor says Q1 cybersecurity job postings rose 11% YoY, and executive search firms are turning away clients (NYT) American Airlines picks SpaceX's Starlink for in-flight Wi-Fi on more than 500 planes; SpaceX already has contracts with United Airlines, Southwest, and others (CNBC) Google Fitbit Air review: slim, comfortable, and stylish, robust tracking, seven-day battery life, and cheaper than Whoop, but can only be worn on the wrist (The Shortcut) Learn more about your ad choices. Visit megaphone.fm/adchoices

Chris is back! Hear about how he uses AI personally, and how I've been up at 3 am every day for the last month churning out my own vibecoding experiment. Learn more about your ad choices. Visit megaphone.fm/adchoices

Quantum computing stocks surged after the US announced $2B in grants with equity stakes. Spotify jumped 13% on 2030 guidance targeting $100B in revenue. Anthropic expects $10.9B in Q2 revenue and its first-ever operating profit, while Trump pulled back an AI executive order after calls with Musk and Zuckerberg. Shares of quantum computing companies surged Thursday after the US government announced grants with equity stakes: D-Wave closed up 33%, Rigetti 30%, IBM 12% (CNBC) Spotify closed up 13% on Thursday after announcing new features and 2030 guidance, forecasting a compound annual growth rate in the mid-teens (CNBC) Workday reports Q1 revenue up 13% YoY to $2.54B vs. $2.52B est., and lifts its full-year forecast, saying its AI strategy is working; WDAY jumps 9%+ after hours (CNBC) Sources: Trump delayed signing the AI EO because "he just hates regulation"; there were questions about the EO giving the Treasury Department a leading role (Axios) Investor disclosures: Anthropic says it expects to generate $10.9B in revenue in Q2, up 127% from $4.8B in Q1, and turn a $559M operating profit, its first ever (WSJ) Longreads In more than two-thirds of the world's countries, birthrates have fallen below replacement, and researchers increasingly point the finger at smartphones and social media (FT) Learn more about your ad choices. Visit megaphone.fm/adchoices

SpaceX filed publicly for its IPO on Nasdaq, revealing $18.7B in 2025 revenue, billions in losses, and Musk's 85.1% voting control. Anthropic pays SpaceX $1.25B per month for compute. Nvidia beat estimates again, Spotify launches Reserved ticketing, and Waymo suspends service over flooding. SpaceX files publicly for its IPO, choosing Nasdaq to make its debut under the symbol SPCX; Elon Musk's shares give him 85.1% of the voting power in the company (Bloomberg) SpaceX's S-1 reveals Anthropic is paying $1.25B per month through May 2029 under their Colossus compute deal, with a 90-day termination clause (The Verge) Spotify partners with Live Nation to launch Reserved, a new feature that sets aside tickets for the most dedicated fans, starting with Premium users in the US (Hollywood Reporter) Spotify debuts a desktop app for creating personal podcasts, competing with Google's NotebookLM, with support for daily briefings based on email and calendar (TechCrunch) Nvidia reports Q1 revenue up 85% YoY to $81.62B, above $78.86B est., Data Center revenue up 92% YoY to $75.2B, and announces an $80B share repurchase program (Nvidia) Waymo suspends operations in Atlanta and San Antonio as its robotaxis struggle with flooded roads and says it has yet to develop a "final remedy" for flooding (TechCrunch) Learn more about your ad choices. Visit megaphone.fm/adchoices