Tech Brew Ride Home
A daily tech news summary from Morning Brew's tech hub, Tech Brew. Each episode delivers the latest Silicon Valley updates in about 15 minutes, keeping listeners informed on the go.
Episodes
Stripe Wants To Buy Everything
Stripe was in talks to buy OpenRouter for as much as $10B while still chasing PayPal. Midjourney bought astrology app Co-Star, Meta launched Facebook Verified and a standalone Seller app, and Nvidia and Microsoft defended open-weight AI.
Sources: Stripe is in talks to acquire OpenRouter, which helps developers use AI models and could fetch ~$10B; PitchBook: OpenRouter was valued at $1.3B in Ma
Even OpenAI Folks Are Freaked Out
OpenAI staff were reportedly freaked out after its models breached Hugging Face, as aggressive training raced Anthropic. Google posted its first-ever negative free cash flow on AI spending, added selfie-video account recovery, and Light unveiled a minimalist flip phone.
Sources: OpenAI's staff were "freaked out" when its AI models breached Hugging Face, as OpenAI used more aggressive training
The AI Has Escaped Containment
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 capabilit
New Gemini
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-Lit
It's All China AI All The Time
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
Kimi K3
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 (Ventur
The Delivery Space Consolidates
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
PayPal On The Block?
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 (P
Let's Regulate This AI Stuff?
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 re
Apple Sues OpenAI
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
The New GPT
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
The Day Of All The Models
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" ac
China (AI) Rising
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 month
Xbox Decimated By Layoffs
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
(BNS) Using AI To Manage Your Back Yard
This is the article we reference in the conversation:
My yard is dying, so I made an app for that (The Verge)
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(BNS) How I Used AI To Transform My Job
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.
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OpenAI To Give It Away?
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 T
NOW Fable's Back?
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 Wednesda
Comcast Spins Out
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 b
Mythos Back?
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 o
OpenAI To Delay Its IPO?
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 b
Hope You Weren't Putting Off Buying A Mac
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"; iP
GTA Now
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; preo
Moar Meta Glasses
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 Starfi
Acqui-Investing
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
GTA VI, Finally, Finally Coming?
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 p
The Chip-pocalypse Comes For Apple
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 unsust
Snap Specs
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 (TechC
SpaceX Pounces On Cursor
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
Fable Thrown Under The Bus
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 e
The SpaceX IPO
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
A Claude Clawback
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
Elon Hype Works For One Business, Not The Other
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 suscep
Claude Fable 5
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,
WWD-See... Anything?
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 ap
The Bots Have Won The Web!
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 t
Small And Open Source Still Has A Horse In This Race
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 memor
Microsoft Build
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
What Will These IPOs Do To The Stock Market?
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 Space
Interviewing For A Job At Anthropic? DON’T Use AI.
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 efficie
Portfolio Profile: Sora
Find out more about Sora here.
Find out more about the Ride Home Fund here.
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New Claude, New Realities
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 unsup
RAMpocalypse Now!
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
What If GPT-5.5 Is Actually Way Ahead?
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, dedicate
The Pope Gets AI Religion
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, protecti
(BNS) Brian's Vibecoding Journey
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.
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AI One-Upsmanship
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 anno
SpaceX IPO Deets
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
Google I/O
Google dominated I/O with Gemini 3.5 Flash, its fastest agentic model yet, plus Gemini Spark as a 24/7 personal agent. It also launched Gemini Omni for video generation, overhauled its search box, shipped Antigravity 2.0, and added Street View to Project Genie.
Google rolls out Gemini 3.5 Flash, its "strongest agentic and coding model yet", for tackling long-horizon agentic tasks, in the Gemi
Elon Loses
The Musk v. Altman jury unanimously rejected Musk's claims on statute of limitations grounds. Andrej Karpathy joined Anthropic's pre-training team. Polymarket partners with Nasdaq on private company markets, Blackstone and Google form a TPU venture, and KPMG embeds Claude into tax advisory.
Musk v. Altman: the jury unanimously rejects Elon Musk's claims against OpenAI and Sam Altman, as he fi
OpenAI Takes Out Another Niche
OpenAI debuted personal finance tools via Plaid for Pro users. AI startups generate ~$80B in annualized revenue, with Anthropic and OpenAI capturing 89%. ArXiv cracks down on AI slop, Apple's Siri relaunch may still be a beta, and SF vibes are frenetic.
OpenAI debuts personal finance tools for US ChatGPT Pro users, partnering with Plaid to give access to 12K+ financial institutions to analyze
Musk V. Altman Closing Arguments
Musk v. Altman went to closing arguments, with Musk's lawyer hammering Altman's credibility while OpenAI says Musk has no evidence. Google tests cutting free Gmail storage to 5GB, Meta opens Ray-Ban Display to developers, OpenAI brings Codex to mobile, and xAI launches Grok Build.
Musk v. Altman: in closing arguments, Musk's attorney doubled down on claims of Altman's untrustworthiness, whil
The Biggest Tech IPO Since Uber
OpenAI is weighing legal action against Apple over a Siri integration it says fell far short. Cerebras opened at $350 in the largest US tech IPO since Uber. Mythos helped researchers crack macOS security, Anthropic restores OpenClaw access with Agent SDK credits, and 71% of Americans oppose local data centers.
Sources: OpenAI is weighing legal action against Apple after expectations that Chat
Googlebooks
Google unveiled Googlebook, merging ChromeOS and Android into a unified laptop OS shipping this fall. WhatsApp launches Incognito Chat for private AI conversations. Anthropic's revenue run-rate is on track to hit $50B by end of June, and Anduril raised $5B at a $61B valuation.
Google unveils Googlebook, its new laptop lineup featuring a unified OS merging ChromeOS and Android, with devices fr
Hackers Get Paid
Instructure cut a deal with ShinyHunters to return stolen Canvas data, without disclosing the terms. eBay rejected GameStop's $56B bid as "neither credible nor attractive." OpenAI launches Daybreak for cybersecurity, Amazon employees game AI usage targets, and Mira Murati's first model drops.
Instructure reaches a deal with hackers who breached its Canvas edtech platform to return stolen data
The AI Sec-Pocalypse Is Actually Nigh?
Google reported the first known case of hackers using AI to discover and weaponize a zero-day vulnerability. OpenAI launched a $4B+ deployment company and acquired Tomoro. Apple plans Liquid Glass refinements for macOS 27, TikTok rolls out an ad-free tier in the UK, and Ben Thompson argues agentic inference will reshape compute.
Google's TIG reports the first known example of hackers using AI
Chickens, Roosting
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 th
XAI Is Just A Neocloud Now?
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" an
Even 175-year-old Companies Can Join The AI Boom
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 f
Will AI Models Have To Be Reviews By The Government?
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,
Welcome Back To The Arena, GameStop
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
My LLM Cutoff Is 1930
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 "
Earnings Overload
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 20
Elon V. Sam Day 2
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-1
Musk V. Altman
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 an
Meta Needs To Rethink Manus
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 rule
All The Headlines, All The Model Drops...
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
Another DeepSeek Moment On The Horizon?
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
Elon Buys Cursor?
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 f
Tim Cook Rides Into The Sunset
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 o
Robots Winning The (Literal) Race
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 pla
Reed Hastings Rides Into The Sunset
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.; N
Claude Opus 4.7
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
Our Shoe Company Is Now An AI Company
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
Space Race Acquisition
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 satel
Sam Altman Attacked
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
Taking The Threat Seriously
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
Meta’s Refreshed AI Play
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
Anthropic DOESN’T Release A Model
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 A
Tipping Point In The AI Horse Race?
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
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