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Friday, July 31 2026 - I Don’t Think You Understand What “Sandboxed” Means

• Anthropic Says Claude Hacked Into 3 Organizations During Cybersecurity Tests (Wired)
• Apple Slides Most Since 2025 After Supply Shortages Hurt Outlook (Bloomberg)
• Amazon Shares Jump as Cloud Sales—and Spending—Accelerate (WSJ)
• Letter: Situational Awareness is down ~67% in July, but remains up ~80% in 2026; sources say it planned to sell $3.5B of its Anthropic stake but backed out (WSJ)

Thursday, July 30 2026 - The AI Trade

• Microsoft’s Shares Surge on Fastest Cloud Growth Since 2022 (Bloomberg)
• Meta Falls After Defending AI Bets to Skeptical Investors (Bloomberg)
• AI investor Leopold Aschenbrenner forced to unwind all public stock positions after steep losses, sources say (CNBC)
• Source: the European Commission plans to designate OpenAI’s ChatGPT and Roblox as “very large online platforms” under the DSA as soon as August (Bloomberg)
• Airlines are using AI to adjust seat prices more quickly, capturing more revenue while narrowing the pricing gaps that once let travelers find bargain fares (Bloomberg)

Wednesday, July 29 2026 - Is Everybody Racing RSI?

• AI’s finally expensive enough to make Wall Street nervous (The Verge)
• Over 1,100 staffers from AI companies, including John Schulman and OpenAI’s Jakub Pachocki, sign a letter requesting the US government to “pace” AI development (Bloomberg)
• Signatories to the “Pacing the Frontier” statement include OpenAI’s Mark Chen and Wojciech Zaremba and Anthropic’s Jack Clark, Chris Olah, and Jared Kaplan, who say the world may need the option to buy time (The Verge)
• Anthropic faces backlash from Silicon Valley partners, founders, and researchers for competitive tactics, guardrails, and lack of support for open-weight models (WSJ)
• The Actual Reason Why Google “Fell Out” of the AI Race Changes Everything (The Algorithmic Bridge)

Tuesday, July 28 2026 - Anthropic Doesn’t Hate Open Weights, Says Anthropic.

• Anthropic wants tests, not bans, as OpenAI and Google back open weights (The New Stack)
• Source: Sam Altman will meet with senior US officials, lawmakers, and economists in Washington, DC, this week to preview OpenAI’s upcoming family of AI models (CNBC)
• South Korea’s KOSPI drops 11%+, led by chip stocks, amid concerns over China’s chipmaking progress and the AI spending boom; Samsung falls 11%+ and SK Hynix 12% (Bloomberg)
• Credit default swap prices tied to Oracle, SpaceX, Alphabet, Amazon, Meta, Broadcom, and Nvidia hit record highs as investors turn jittery over Big Tech’s data center debt; Oracle’s five-year CDS reached 215bps (FT)
• Apple launches Apple Upgrade, a new US leasing program in partnership with Klarna that replaces the iPhone Upgrade Program, starting at $17.99/month for iPhones (MacRumors)
• Apple releases 26.6 updates for iOS, macOS, iPadOS, watchOS, tvOS, and visionOS with a huge number of security fixes; macOS Tahoe 26.6 alone addresses 155 CVEs (9to5Mac)

Monday, July 27 2026 - Nvidia On The March

• Sources: Nvidia has committed to invest $5B in Ilya Sutskever’s SSI; the startup has previously raised about $3B in funding and was valued at $32B last year (Bloomberg)
• Sources: Nvidia is in talks to guarantee ~$250B in financing for a 10 GW SoftBank data center project in southern Ohio that OpenAI is in advanced talks to lease; the site could cost $500B+ (WSJ)
• CXMT’s stock closed up 466% in its Shanghai debut, giving the Hefei-based memory chipmaker a ~$487B market cap, making it the most valuable China-listed company (CNBC)
• Amazon files an FCC application to deploy a constellation of up to 5,105 satellites starting in 2028 to provide direct-to-device voice and data connectivity (Reuters)
• Sources: Apple may have delayed AI glasses launch partly over privacy concerns that Meta’s glasses created for the category, as it works to address the issues (Bloomberg)
• NBCU and YouTube reach a multiyear deal to include all Peacock content in YouTube Premium subscriptions in the US starting in early 2027 (CNBC)

Friday, July 24 2026 - Stripe Wants To Buy Everything

• 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 May (WSJ)
• Sources: Stripe and Advent’s unsolicited $53B PayPal offer, backed by ~$50B in committed bank financing, would create a payments giant processing ~$3.7T annually; PayPal has not responded (Reuters)
• Midjourney bought astrology app Co-Star, which uses AI to offer personalized advice, in the spring and is building its first standalone image-generation app (Bloomberg)
• Meta launches Facebook Verified, a free program it says will verify that users are real humans by analyzing a facial recognition selfie and assigning badges (Engadget)
• Meta launches Seller, a free standalone app version of Facebook Marketplace; Seller includes AI features that scan photos to fill out listings automatically (NYTimes)
• Meta, Nvidia, Microsoft, a16z, and others sign a letter defending open-source AI; Jensen Huang, in his first X post, says open models strengthen cybersecurity (The Information)
• Signatories including Palantir avoid naming China or Moonshot in the open-weight letter, framing it instead around US AI leadership being judged by a strong open ecosystem, not one frontier model (Bloomberg)

Thursday, July 23 2026 - Even OpenAI Folks Are Freaked Out

• Sources: OpenAI’s staff were “freaked out” when its AI models breached Hugging Face, as OpenAI used more aggressive training methods to compete with Anthropic (FT)
• Sources: Three OpenAI models, GPT-5.6 Sol and two unreleased ones, pulled off the Hugging Face hack in hours, work a skilled human would need weeks for; OpenAI has briefed the US government (Bloomberg)
• Google reports Q2 free cash flow at negative $5.9B amid increased AI infrastructure spending, marking its first cash burn since going public in August 2004 (FT)
• Google adds a selfie video sign-in option for account recovery, using tools like liveness detection to safeguard against deepfake attacks, rolling out globally (Wired)
• The Light Flip is a minimalist flip phone with a point to prove (The Verge)

Wednesday, July 22 2026 - The AI Has Escaped Containment

• 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)

Tuesday, July 21 2026 - New Gemini

• 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)

Monday, July 20 2026 - It’s All China AI All The Time

• 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)

Friday, July 17 2026 - Kimi K3

• 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)

Thursday, July 16 2026 - The Delivery Space Consolidates

• 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)

Wednesday, July 15 2026 - PayPal On The Block?

• 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)

Tuesday, July 14 2026 - Let’s Regulate This AI Stuff?

• 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)

Monday, July 13 2026 - Apple Sues OpenAI

• 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)

Friday, July 10 2026 - The New GPT

• 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 (NYTimes)
• 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)

Thursday, July 09 2026 - The Day Of All The Models

• 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)

Wednesday, July 08 2026 - China (AI) Rising

• 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 (NYTimes)
• 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)

Tuesday, July 07 2026 - Xbox Decimated By Layoffs

• 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)

Thursday, July 02 2026 - OpenAI To Give It Away?

• 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)

Wednesday, July 01 2026 - NOW Fable’s Back?

• 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)

Tuesday, June 30 2026 - Comcast Spins Out

• 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)

Monday, June 29 2026 - Mythos Back?

• 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)

Friday, June 26 2026 - OpenAI To Delay Its IPO?

• 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)

Thursday, June 25 2026 - Hope You Weren’t Putting Off Buying A Mac

• 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)

Wednesday, June 24 2026 - GTA Now

• 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)

Tuesday, June 23 2026 - Moar Meta Glasses

• 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)

Monday, June 22 2026 - Acqui-Investing

• 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)

Friday, June 19 2026 - GTA VI, Finally, Finally Coming?

• 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)

Thursday, June 18 2026 - The Chip-pocalypse Comes For Apple

• 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” (WSJ)
• 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)

Wednesday, June 17 2026 - Snap Specs

• 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)

Tuesday, June 16 2026 - SpaceX Pounces On Cursor

• 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)

Monday, June 15 2026 - Fable Thrown Under The Bus

• 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 (NYTimes)
• 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)

Friday, June 12 2026 - The SpaceX IPO

• 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 (NYTimes)
• 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)

Thursday, June 11 2026 - A Claude Clawback

• 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)

Wednesday, June 10 2026 - Elon Hype Works For One Business, Not The Other

• 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)

Tuesday, June 09 2026 - Claude Fable 5

• 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)

Monday, June 08 2026 - WWD-See… Anything?

• 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)

Friday, June 05 2026 - The Bots Have Won The Web!

• 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)

Thursday, June 04 2026 - Small And Open Source Still Has A Horse In This Race

• 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)

Wednesday, June 03 2026 - Microsoft Build

• 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)

Tuesday, June 02 2026 - What Will These IPOs Do To The Stock Market?

• 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 (NYTimes)
• 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 (NYTimes)

Monday, June 01 2026 - Interviewing For A Job At Anthropic? DON’T Use AI.

• 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)

Friday, May 29 2026 - New Claude, New Realities

• 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 (NYTimes)
• 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)

Thursday, May 28 2026 - RAMpocalypse Now!

• 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)

Wednesday, May 27 2026 - What If GPT-5.5 Is Actually Way Ahead?

• 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)

Tuesday, May 26 2026 - The Pope Gets AI Religion

• Pope Leo XIV presents Magnifica humanitas, his encyclical on AI, calling for AI regulation, protection for children against hypersexualized AI images, and more (NYTimes)
• 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 (NYTimes)
• 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)

Friday, May 22 2026 - AI One-Upsmanship

• 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)

Thursday, May 21 2026 - SpaceX IPO Deets

• 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)

Wednesday, May 20 2026 - Google I/O

• Google rolls out Gemini 3.5 Flash, its “strongest agentic and coding model yet”, for tackling long-horizon agentic tasks, in the Gemini app and Search’s AI Mode (Google)
• Google announces Gemini Spark, a “24/7 personal AI agent” that is powered by Gemini 3.5 and supports integrations with Google Workspace apps, including Gmail (Engadget)
• Google launches Gemini Omni, a multimodal model it says can “create anything from any input”, starting with video generation, for Google AI Plus, Pro, and Ultra (VentureBeat)
• Google overhauls its search box, letting users input longer queries, including with photos and videos, and automate searches with Gemini 3.5 Flash-based agents (NYTimes)
• Google introduces Antigravity 2.0, featuring an updated desktop app that lets users orchestrate agents, an Antigravity CLI tool, and an SDK for custom workflows (TechCrunch)
• Google adds Street View integration to Project Genie, its interactive world builder, and expands Genie from the US to adult Google AI Ultra subscribers globally (Engadget)

Tuesday, May 19 2026 - Elon Loses

• Musk v. Altman: the jury unanimously rejects Elon Musk’s claims against OpenAI and Sam Altman, as he filed them outside of a three-year statute of limitations (CNBC)
• Andrej Karpathy joins Anthropic to help launch a team focused on using Claude to accelerate pre-training research; he helped found OpenAI and worked at Tesla (Axios)
• Polymarket partners with Nasdaq to launch markets tied to private company milestones, including IPO timing, valuations, earnings, and secondary market activity (The Block)
• Blackstone announces a joint venture with Google to create a US company that will offer customers Google TPU access, and makes a $5B initial equity commitment (WSJ)
• KPMG partners with Anthropic to embed Claude into its tax and advisory platforms; KPMG’s tax and legal services unit saw revenue grow ~8% YoY to $9.3B in 2025 (WSJ)

Monday, May 18 2026 - OpenAI Takes Out Another Niche

• OpenAI debuts personal finance tools for US ChatGPT Pro users, partnering with Plaid to give access to 12K+ financial institutions to analyze spending and more (TechCrunch)
• Analysis: 34 leading AI startups are generating ~$80B in annualized revenue, up 112% from six months ago, with Anthropic and OpenAI capturing 89% of the revenue (The Information)
• ArXiv, the repository of preprint academic research, says it will ban authors for a year if their papers have “incontrovertible evidence” of AI-generated work (404 Media)
• Sources: Apple’s revamped Siri may launch in beta, and will have an option to auto-delete chats; Apple plans to add Suggested Genmoji to iOS 27 and iPadOS 27 (Bloomberg)
• A college senior at Stanford describes how AI has changed classes: cheating using AI “has become omnipresent” with students “fudging just about everything” (NYTimes)
• SF vibes are frenetic over the huge divide in outcomes and career uncertainty for software engineers; over 5 years ~10K people in AI attained retirement wealth (X)

Friday, May 15 2026 - Musk V. Altman Closing Arguments

• ⁠Musk v. Altman: in closing arguments, Musk’s attorney doubled down on claims of Altman’s untrustworthiness, while OpenAI’s lawyer said Musk has no evidence⁠ (AP)
• ⁠Google confirms a new storage policy test, after some users reported that new Gmail accounts get 5GB, not 15GB, of free storage if they don’t add a phone number⁠ (Android Authority)
• ⁠Meta rolls out new features for its Ray-Ban Display glasses, including neural handwriting support for all users, and opens the device to third-party developers⁠ (The Verge)
• ⁠OpenAI adds remote access to Codex in the ChatGPT mobile app, letting users control Codex sessions running on a computer directly via iOS, iPadOS, and Android⁠ (9to5Mac)
• ⁠xAI launches Grok Build, an agent and CLI for coding, building apps, and automating workflows, in early beta, available first for SuperGrok Heavy subscribers⁠ (Bloomberg)

Thursday, May 14 2026 - The Biggest Tech IPO Since Uber

• Sources: OpenAI is weighing legal action against Apple after expectations that ChatGPT’s Siri integration would generate billions in revenue fell short (Bloomberg)
• Security researchers used Anthropic’s Mythos to discover a privilege escalation exploit in macOS, circumventing Apple’s Memory Integrity Enforcement in five days (WSJ)
• Cerebras opens at $350, valuing the chipmaker at $100B+, after raising $5.5B by selling 30M shares at $185, the largest US tech IPO since Uber’s debut in 2019 (CNBC)
• Anthropic unveils Claude Agent SDK credits for paid plans, which users can allocate for programmatic use of third-party agents like OpenClaw, starting June 15 (VentureBeat)
• AT&T, T-Mobile, and Verizon sign an “agreement in principle” to form a joint venture that aims to end wireless dead zones in the US, without giving many details (The Verge)
• Gallup: 71% of Americans oppose local AI data center construction, citing water and electricity issues, with opposition higher among Democrats than Republicans (Washington Post)

Wednesday, May 13 2026 - Googlebooks

• Google unveils Googlebook, its new laptop lineup featuring a unified OS merging ChromeOS and Android, with devices from Dell, HP, and others coming this fall (ZDNet)
• Google also unveiled Gemini Intelligence, bundling existing and new Gemini features, including task automation across apps and letting users vibe code Android widgets (The Verge)
• WhatsApp launches Incognito Chat, an AI chat mode built on Private Processing that Meta says lets users talk to AI without Meta being able to access the chats (Wired)
• Investor docs: Anthropic’s revenue run-rate is on track to hit $50B by the end of June; Ramp says more of its customers now use Anthropic than OpenAI, a first (WSJ)
• Anduril raised a $5B Series H led by Thrive and a16z at a $61B valuation, up from $30.5B in June 2025, taking its total funding to $6.82B, and could IPO in 2027 (NYTimes)
• Richard Socher’s Recursive Superintelligence raised $650M+ from GV, Greycroft, Nvidia, AMD, and others at a $4B valuation to pursue “recursive self-improvement” (NYTimes)

Tuesday, May 12 2026 - Hackers Get Paid

• Instructure reaches a deal with hackers who breached its Canvas edtech platform to return stolen data and destroy copies, without saying what it gave in return (NYTimes)
• eBay rejects GameStop’s $56B takeover offer, saying the unsolicited bid is “neither credible nor attractive”, in a letter from eBay Chairman Paul Pressler (Bloomberg)
• OpenAI launches Daybreak, a cybersecurity initiative integrating AI models and Codex Security to help organizations patch vulnerabilities (TestingCatalog)
• Sources: some Amazon employees are using in-house OpenClaw-like tool MeshClaw for unnecessary tasks to inflate AI token use after Amazon set weekly AI targets (FT)
• AppMagic: Grok downloads fell to ~8.3M in April, from a high of 20M+ in January; Recon Analytics: Grok’s paid adoption in the US remains nearly flat YoY in Q2 (WSJ)
• Thinking Machines Lab details interaction models, which can think and respond in real time, letting users and AI interact continuously for better collaboration (Thinking Machines Lab)

Monday, May 11 2026 - The AI Sec-Pocalypse Is Actually Nigh?

• Google’s TIG reports the first known example of hackers using AI to discover and weaponize a zero-day; TIG’s chief analyst says “this is the tip of the iceberg” (NYTimes)
• The 90-day vulnerability disclosure policy is dead, as LLMs compress bug finding and exploit development time, and critical issues must be patched immediately (Himanshu Anand)
• OpenAI launches the OpenAI Deployment Company with a $4B+ investment to help organizations build and deploy AI systems, and acquires AI consulting firm Tomoro (Reuters)
• Sources: Apple is working on a “slight redesign” for macOS 27 to address Liquid Glass issues and plans a feature to automatically group Safari tabs in “27” OSes (Bloomberg)
• TikTok is rolling out TikTok Ad-Free, a £3.99-per-month subscription for UK accounts aged 18 or older “over the coming months”, after testing the option in 2023 (TechCrunch)
• Agentic inference is set to be different than today’s inference, and will change compute infrastructure because speed won’t matter when humans aren’t involved (Stratechery)

Friday, May 08 2026 - Chickens, Roosting

• 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)

Thursday, May 07 2026 - XAI Is Just A Neocloud Now?

• 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” (NYTimes)
• 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)

Wednesday, May 06 2026 - Even 175-year-old Companies Can Join The AI Boom

• 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)

Tuesday, May 05 2026 - Will AI Models Have To Be Reviews By The Government?

• 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 (NYTimes)
• 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)
• 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)

Monday, May 04 2026 - Welcome Back To The Arena, GameStop

• 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)

Friday, May 01 2026 - My LLM Cutoff Is 1930

• 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)

Thursday, April 30 2026 - Earnings Overload

• 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)

Wednesday, April 29 2026 - Elon V. Sam Day 2

• 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)

Tuesday, April 28 2026 - Musk V. Altman

• 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)

Monday, April 27 2026 - Meta Needs To Rethink Manus

• 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)
• 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)

Friday, April 24 2026 - All The Headlines, All The Model Drops…

• 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)

Thursday, April 23 2026 - Another DeepSeek Moment On The Horizon?

• 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)

Wednesday, April 22 2026 - Elon Buys Cursor?

• 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 (NYTimes)
• 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)

Tuesday, April 21 2026 - Tim Cook Rides Into The Sunset

• 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)

Monday, April 20 2026 - Robots Winning The (Literal) Race

• 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)

Friday, April 17 2026 - Reed Hastings Rides Into The Sunset

• 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)

Thursday, April 16 2026 - Claude Opus 4.7

• 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)

Wednesday, April 15 2026 - Our Shoe Company Is Now An AI Company

• 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)

Tuesday, April 14 2026 - Space Race Acquisition

• 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 (NYTimes)
• 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)

Monday, April 13 2026 - Sam Altman Attacked

• 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)

Friday, April 10 2026 - Taking The Threat Seriously

• 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)

Thursday, April 09 2026 - Meta’s Refreshed AI Play

• 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)

Wednesday, April 08 2026 - Anthropic DOESN’T Release A Model

• 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)

Tuesday, April 07 2026 - Tipping Point In The AI Horse Race?

• 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)

Monday, April 06 2026 - Ain’t No Drama Like AI Drama

• 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)

Thursday, April 02 2026 - SpaceX Is Ready For IPO Liftoff

• 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)

Wednesday, April 01 2026 - Anthropic’s Laundry Has Been Aired

• 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)

Tuesday, March 31 2026 - Will Iran Target Tech?

• 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)

Monday, March 30 2026 - Is AI About To Get More Expensive

• The Sudden Fall of OpenAI’s Most Hyped Product Since ChatGPT (WSJ)
• Andrew Curran X Post (Twitter)
• 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)

Friday, March 27 2026 - AI Step-Change Alert!

• 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)

Thursday, March 26 2026 - Social Media’s “Big Tobacco” Moment?

• 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)
• Google unveils TurboQuant, a new AI memory compression algorithm — and yes, the internet is calling it ‘Pied Piper’ (TechCrunch)

Wednesday, March 25 2026 - Sora Sinks

• 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 (FT)
• AI Notetaker Granola Hits $1.5 Billion Value in $125 Million Funding (Bloomberg)

Tuesday, March 24 2026 - Your Router Is Likely Banned

• 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)

Monday, March 23 2026 - Zuck’s Personal AI Agent

• 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)

Friday, March 20 2026 - AI Superapps

• 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)

Thursday, March 19 2026 - The AI Race Is Now A Land Grab For Dev And Design Work

• 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)

Wednesday, March 18 2026 - Crypto Gets Its Rulebook

• 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)

Tuesday, March 17 2026 - Westworld For Real

• 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)

Monday, March 16 2026 - The Mother Of All Meta Layoffs?

• 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)

Friday, March 13 2026 - Is Avocado… Toast?

• 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)

Thursday, March 12 2026 - AI Makes Google Maps Sound Much Better

• 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)

Wednesday, March 11 2026 - The New King Of All Media

• 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)

Tuesday, March 10 2026 - Meta Plumps For Bot Social Networks

• 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)

Monday, March 09 2026 - Claude 365

• 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)

Friday, March 06 2026 - Silicon Valley Circling The Wagons Around Anthropic?

• 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)

Thursday, March 05 2026 - Dr. ChatGPT Isn’t Quite There Yet

• Google Revamps Android App Stores to Resolve Antitrust Claims (Bloomberg)
• Tim Sweeney signed away his right to criticize Google until 2032 (The Verge)
• Google’s AI-powered workspace is now available to more users in Search (The Verge)
• OpenAI Tops $25 Billion in Annualized Revenue as Anthropic Narrows Gap (The Information)
• ChatGPT Health ‘under-triaged’ half of medical emergencies in a new study (NBC News)
• Nintendo Switch 2 Users Face Storage Woes as Memory Crisis Bites (Bloomberg)
• I can’t believe it: Apple’s $599 MacBook Neo just lit a monstrous fire under the Windows laptop market — Microsoft better be panicking (Windows Central)

Wednesday, March 04 2026 - The MacBook Neo

• Apple announces $599 MacBook Neo running A18 Pro chip — budget laptop features 16-hour battery and comes in fun colors (Tom’s Hardware)
• MacBook Neo hands-on: Apple’s $599 laptop feels shockingly great (Engadget)
• Anthropic’s Claude hits No. 1 on Apple’s top free apps list after Pentagon rejection (CNBC)
• Exclusive: Anthropic investors push to de-escalate Pentagon clash over AI safeguards, sources say (Reuters)
• Polymarket shelves nuclear detonation markets after outcry (CoinDesk)
• Sony Pulls Back From PlayStation Games on PC (Bloomberg)
• A Possible US Government iPhone-Hacking Toolkit Is Now in the Hands of Foreign Spies and Criminals (Wired)

Tuesday, March 03 2026 - Anyone Want To Give Me A Betting Market Tip?

• Apple announces M5 MacBook Air with 2x storage, $1099 starting price (9to5Mac)
• Apple Unveils MacBook Pro Featuring M5 Pro and M5 Max Chips With New Fusion Architecture (MacRumors)
• Apple unveils M5 Pro and M5 Max chips with new ‘Fusion Architecture’ (TechCrunch)
• Polymarket Iran Bets Hit $529 Million as New Wallets Win Big (Bloomberg)
• Google unveils cost-efficient AI model Gemini 3.1 Flash-Lite (SeekingAlpha)
• Audible Launches Cheaper Plan to Appeal to Streaming Audiences (Bloomberg)
• OpenAI makes changes to ‘opportunistic and sloppy’ Pentagon deal (FT)

Monday, March 02 2026 - The Week Of Apple Updates

• Apple announces the iPhone 17E (The Verge)
• Apple speeds up the iPad Air with an M4 upgrade, starting at $599 (TechCrunch)
• Amazon’s cloud unit reports fire after objects hit UAE data center (Reuters)
• US Supreme Court declines to hear dispute over copyrights for AI-generated material (Reuters)
• Anthropic’s Claude can now absorb your past conversations with other AI chatbots (Engadget)
• Inside Anthropic’s Killer-Robot Dispute With the Pentagon (The Atlantic)

Friday, February 27 2026 - The Friday Of All The Headlines

• OpenAI announces $110 billion funding round with backing from Amazon, Nvidia, SoftBank (CNBC)
• Sam Altman says OpenAI shares Anthropic’s red lines in Pentagon fight (Axios)
• Employees at Google and OpenAI support Anthropic’s Pentagon stand in open letter (TechCrunch)
• Block shares soar as much as 24% as company slashes workforce by nearly half (CNBC)
• Netflix ditches deal for Warner Bros. Discovery after Paramount’s offer is deemed superior (CNBC)

Thursday, February 26 2026 - An AI Has A Substack

• Google’s Nano Banana 2 brings advanced AI image tools to free users (The Verge)
• Nvidia Shares Slide After Sales Forecast Underwhelms Investors (Bloomberg)
• Salesforce chief dismisses ‘SaaS-pocalypse’ fears of AI overtaking business software (FT)
• New York sues video game developer Valve, says its ‘loot boxes’ are gambling (Reuters)
• Google and Samsung just launched the AI features Apple couldn’t with Siri (The Verge)
• Cloudflare experiment ports most of Next.js API ‘in one week’ with AI (The Register)
• Anthropic gives its retired Claude AI a Substack (The Verge)

Wednesday, February 25 2026 - Galaxy Unpacked

• I tried the Samsung Galaxy S26 Ultra and need the Privacy Display feature on my iPhone ASAP (ZDNet)
• Gemini is getting its first agentic capabilities (The Verge)
• Exclusive: Hegseth gives Anthropic until Friday to back down on AI safeguards (Axios)
• Anthropic digs in heels in dispute with Pentagon, source says (Axios)
• Anthropic just released a mobile version of Claude Code called Remote Control (VentureBeat)
• Payments Processor Stripe Expresses Interest in PayPal (Bloomberg)
• AI Models Deployed Nuclear Weapons in 95% of War Game Simulations, Study Finds (Implicator.ai)

Tuesday, February 24 2026 - The AI Essays Are Moving Markets

• Software Stocks Are Having Another Ugly Day (WSJ)
• Anthropic Accuses Chinese Companies of Siphoning Data From Claude (WSJ)
• Meta and AMD Agree to AI Chips Deal Worth More Than $100 Billion (WSJ)
• Exclusive: ASML unveils EUV light source advance that could yield 50% more chips by 2030 (Reuters)
• Putting Samsung’s $2,899 TriFold To the Test as a Phone, Tablet and Laptop (Bloomberg)

Monday, February 23 2026 - Sam Says Some Things

• Sam Altman Says Companies Are ‘AI Washing’ Layoffs (Gizmodo)
• People Loved the Dot-Com Boom. The A.I. Boom, Not So Much. (NYTimes)
• Sam Altman would like to remind you that humans use a lot of energy, too (TechCrunch)
• Half the AI Agent Market Is One Category. The Rest Is Wide Open. (Garry’s List)
• Google Restricts AI Ultra Subscribers Over OpenClaw OAuth, Days After Anthropic Ban (Implicator.ai)
• THE 2028 GLOBAL INTELLIGENCE CRISIS (Citrini Research)

Friday, February 20 2026 - When AI Breaks Things

• Amazon service was taken down by AI coding bot (FT)
• Ex-Googlers Charged With Stealing Phone Processor Secrets (Bloomberg)
• OpenAI Plans to Price Smart Speaker at $200 to $300, as AI Device Team Takes Shape (The Information)
• Microsoft has a new plan to prove what’s real and what’s AI online (MIT Technology Review)
• Perplexity’s Retreat From Ads Signals a Bigger Strategic Shift (Wired)
• Uber, Latest Victim of Disruption Panic, Still Has Role in Robotaxis (WSJ)

Thursday, February 19 2026 - A Canticle For Leibowitz

• Google announces Gemini 3.1 Pro for ‘complex problem-solving’ (9to5Google)
• Mark Zuckerberg said he reached out to Apple CEO Tim Cook to discuss ‘wellbeing of teens and kids’ (CNBC)
• Amazon Dethrones Walmart as World’s Biggest Company by Sales (Bloomberg)
• Apple Ramps Up Work on Glasses, Pendant, and Camera AirPods for AI Era (Bloomberg)
• Microsoft’s Glass Chip Holds Terabytes of Data for 10,000 Years (Bloomberg)

Wednesday, February 18 2026 - New Pixel

• The Pixel 10A is a little too much like last year’s phone (The Verge)
• Anthropic releases Sonnet 4.6 (TechCrunch)
• Google’s AI music maker is coming to the Gemini app (The Verge)
• Adani bets $100 billion on data centres to power India’s AI ambitions (Reuters)
• Nvidia secures multibillion-dollar Meta deal as it battles chip rivals (FT)
• Global game content sales rose 5.3% to $195.6bn in 2025 (GamesIndustry.biz)

Tuesday, February 17 2026 - AI Gettin’ SaaS-y

• EU privacy watchdog opens probe into Elon Musk’s X over sexualised AI images (FT)
• Valve’s Steam Deck OLED will be ‘intermittently’ out of stock because of the RAM crisis (The Verge)
• Raspberry Pi soars 40% as CEO buys stock, AI chatter builds (Reuters)
• Meta-owned Manus launches AI agents on Telegram (SiliconRepublic)
• Airbnb expands its “Reserve Now, Pay Later” globally (TechCrunch)
• 10 Years Building Vertical Software: My Perspective on the Selloff (@nicbstme)

Monday, February 16 2026 - OpenAI Grabs OpenClaw’s Creator

• OpenClaw founder Peter Steinberger is joining OpenAI (The Verge)
• Peter Steinberger Chose OpenAI. The Code Was Never the Point. (Implicator.AI)
• Rampant AI Demand for Memory Is Fueling a Growing Chip Crisis (Bloomberg)
• ByteDance to curb AI video app after Disney legal threat (BBC)
• Exclusive: Pentagon threatens to cut off Anthropic in AI safeguards dispute (Axios)
• The hidden infrastructure crisis in mortgage and real estate finance that only tokenization can solve (Crypto.news)

Friday, February 13 2026 - Anthropic Makes Its Move

• Anthropic closes $30 billion funding round as cash keeps flowing into top AI startups (CNBC)
• Enterprise AI startup Cohere tops revenue target as momentum builds to IPO: Investor memo (CNBC)
• Meta Plans to Add Facial Recognition Technology to Its Smart Glasses (NYTimes)
• Ring cancels its partnership with Flock Safety after surveillance backlash (The Verge)

Thursday, February 12 2026 - Pour Moi, C’est Le Déluge

• Chinese AI startup Zhipu releases new flagship model GLM-5 (Reuters)
• Musk announces xAI re-org following co-founder departures, SpaceX merger (CNBC)
• Elon Musk Wants to Build an A.I. Satellite Factory on the Moon (NYTimes)
• Google says attackers used 100,000+ prompts to try to clone AI chatbot Gemini (NBCNews)
• Waymo begins deploying next-gen Ojai robotaxis to extend its U.S. lead (CNBC)
• The AI Vampire (Steve Yegge)

Wednesday, February 11 2026 - The “Covid Moment” For AI?

• ⁠Something Big Is Happening⁠ (Matt Shumer)
• ⁠OpenAI Executive Who Opposed ‘Adult Mode’ Fired for Sexual Discrimination⁠ (WSJ)
• ⁠TikTok launches an opt-in Local Feed in the US leveraging users’ precise location⁠ (TechCrunch)
• ⁠T-Mobile will live translate regular phone calls without an app⁠ (The Verge)

Tuesday, February 10 2026 - AI: Better, Faster, Stronger… Or Just Working Harder?

• OpenAI begins testing ads in ChatGPT (Mashable)
• Spotify Shares Surge After Adding Record Number of New Users (Bloomberg)
• Alibaba, Tencent, and ByteDance Offer AI Red Packets to Lure Users (Bloomberg)
• New Mexico lawsuit accuses Meta of failing to protect children from sexual exploitation online (AP)
• AI Doesn’t Reduce Work, It Intensifies It (HBR)

Monday, February 09 2026 - The AI Superbowl

• Sam Altman touts ChatGPT’s reaccelerating growth to employees as OpenAI closes in on $100 billion funding (CNBC)
• How Capex Ramp Up Will Squeeze Google, Amazon, Meta (The Information)
• Apple is the only Big Tech company whose capex declined last quarter (Sherwood)
• A New AI Video Model From ByteDance is Making Waves (PetaPixel)
• Claude Code is the Inflection Point (SemiAnalysis)
• Crypto.com CEO unveils new AI agents to millions during Super Bowl (CoinTelegraph)
• From Svedka to Anthropic, brands make bold plays with AI in Super Bowl ads (TechCrunch)

Friday, February 06 2026 - Piracy Is Back!

• Anthropic Releases New Model That’s Adept at Financial Research (Bloomberg)
• Anthropic debuts new model with hopes to corner the market beyond coding (The Verge)
• Big Tech to Spend $650 Billion This Year as AI Race Intensifies (Bloomberg)
• Europe Accuses TikTok of ‘Addictive Design’ and Pushes for Change (NYTimes)
• Bitcoin Falls Below $70,000 as Market Faces a ‘Crisis of Faith’ (Bloomberg)

Thursday, February 05 2026 - Is Software Eating The World Being Eaten By AI?

• Google set to double AI spending to $185bn after strong earnings (FT)
• OpenAI Frontier is a single platform to control your AI agents (The Verge)
• Anthropic says ‘Claude will remain ad-free,’ unlike ChatGPT (The Verge)
• Microsoft’s Pivotal AI Product Is Running Into Big Problems (WSJ)
• New Data: OpenAI’s Lead Is Contracting as AI Competition Intensifies (Big Technology)
• Threat of New AI Tools Wipes $300 Billion Off Software and Data Stocks (WSJ)
• AI Won’t Kill the Software Business, Just Its Growth Story (WSJ)

Tuesday, February 03 2026 - SpaceX Acquires xAI

• Musk’s SpaceX Combines With xAI at $1.25 Trillion Valuation (Bloomberg)
• SpaceX acquires xAI, plans to launch a massive satellite constellation to power it (Ars Technica)
• OpenAI’s Codex just got its own Mac app - and anyone can try it for free now (ZDNet)
• Exclusive: OpenAI is unsatisfied with some Nvidia chips and looking for alternatives, sources say (Reuters)
• Waymo Raises $16 Billion From Alphabet and Others to Expand (Bloomberg)

Monday, February 02 2026 - Is Jensen Worried About OpenAI?

• The $100 Billion Megadeal Between OpenAI and Nvidia Is on Ice (WSJ)
• Nvidia CEO Says New OpenAI Investment May Be Largest Yet (Bloomberg)
• Apple’s Historic Quarter Doesn’t Change the Need for AI Reckoning (Bloomberg)
• SpaceX seeks FCC nod for solar-powered satellite data centers for AI (Reuters)
• How often do AI chatbots lead users down a harmful path? (Ars Technica)
• Moltbook is the most interesting place on the internet right now (Simon Willison)

Friday, January 30 2026 - Elon Might Just Merge All His Companies Into One

• Apple buys Israeli start-up Q.AI for close to $2bn in race to build AI devices (FT)
• OpenAI Plans Fourth-Quarter IPO in Race to Beat Anthropic to Market (WSJ)
• SpaceX in merger talks with other Musk companies ahead of IPO (Reuters)
• Elon Musk’s SpaceX Said to Consider Merger With Tesla or xAI (Bloomberg)
• Google’s AI helped me make bad Nintendo knockoffs (The Verge)
• Moltbot Gets Another New Name, OpenClaw, And Triggers Security Fears And Scams (Forbes)

Thursday, January 29 2026 - Clawdbot Is Now Moltbot

• Zuckerberg teases agentic commerce tools and major AI rollout in 2026 (TechCrunch)
• Microsoft stock drops 7% on slowing cloud growth, light margin guidance (CNBC)
• Tesla scraps models in pivot to AI as annual revenue falls for first time (FT)
• Dow to Cut 4,500 Employees in AI Overhaul (WSJ)
• Waymo robotaxi hits a child near an elementary school in Santa Monica (TechCrunch)
• Tiny startup Arcee AI built a 400B-parameter open source LLM from scratch to best Meta’s Llama (TechCrunch)
• Clawdbot sheds skin to become Moltbot, can’t slough off security issues (The Register)

Wednesday, January 28 2026 - The Amazon Layoffs

• Amazon says it is laying off 16,000 employees (TechCrunch)
• Tether Is Shaking Up the Gold Market With Massive Metal Hoard (Bloomberg)
• Samsung confirms Galaxy S26’s insane ‘pixel level’ privacy feature (SamMobile)
• SpaceX weighs June IPO timed to planetary alignment and Elon Musk’s birthday (FT)
• Anthropic doubles VC fundraising to $20bn on surging investor demand (FT)
• Anthropic Hikes 2026 Revenue Forecast 20% but Delays When It Will Go Cash Flow Positive (The Information)
• Astronomers used AI to find 1,400 ‘anomalous objects’ from Hubble archives (The Verge)

Tuesday, January 27 2026 - Is TikTok’s Algo Changing?

• China’s Moonshot Unveils AI Model Ahead of DeepSeek Release (Bloomberg)
• Pinterest laying off 15% of workforce in push toward AI roles and teams (CNBC)
• TikTok says a power outage caused a ‘cascading systems failure’ that messed up its algorithm (BusinessInsider)
• Meta to test premium subscriptions on Instagram, Facebook, and WhatsApp (TechCrunch)
• Uber launches an ‘AV Labs’ division to gather driving data for robotaxi partners (TechCrunch)
• Thread On The Amodei Essay (Twitter)

Monday, January 26 2026 - Now We Have The Clawdbot

• TikTok Is Now Collecting Even More Data About Its Users. Here Are the 3 Biggest Changes (Wired)
• Apple launches AirTag 2 with improved range, louder speaker, more (9to5Mac)
• EU opens formal probe into Musk’s xAI over Grok deepfakes (FT)
• Latest ChatGPT model uses Elon Musk’s Grokipedia as source, tests reveal (The Guardian)
• Microsoft Gave FBI Keys To Unlock Encrypted Data, Exposing Major Privacy Flaw (Forbes)
• Clawdbot Showed Me What the Future of Personal AI Assistants Looks Like (MacStories)

Friday, January 23 2026 - MAYBE TikTok Is A Done Deal (This Time?)

• Trump’s TikTok deal is a gift to China (FT)
• Exclusive: Amazon plans thousands more corporate job cuts next week, sources say (Reuters)
• Epic and Google have a secret $800 million Unreal Engine and services deal (The Verge)
• Apple Expands Hardware Chief’s Role (Bloomberg)
• Capital One Strikes $5.15 Billion Deal for Fintech Brex (WSJ)

Thursday, January 22 2026 - Apple’s Wearable AI Pin

• Apple Developing AI Wearable Pin (The Information)
• Anthropic rewrites Claude’s guiding principles—and entertains the idea that its AI might have ‘some kind of consciousness or moral status’ (Fortune)
• Jeff Bezos’ Blue Origin launches satellite internet service to rival SpaceX, Amazon (CNBC)
• South Korean leader celebrates ‘Kospi 5,000’ moment as stock market soars (FT)
• CEOs Say AI Is Making Work More Efficient. Employees Tell a Different Story. (WSJ)

Wednesday, January 21 2026 - Elon Says: IPO NOW!

• Anthropic’s CEO stuns Davos with Nvidia criticism (TechCrunch)
• OpenAI rolls out age prediction on ChatGPT (Reuters)
• OpenAI Lines Up Advertisers, Reveals Key Details Ahead of Ads Launch (The Information)
• Netflix Is Testing Vertical Video Features For Mobile (THR)
• YouTubers will be able to make Shorts with their own AI likenesses (The Verge)
• YouTube CEO Neal Mohan’s Big Ideas for 2026: More Superstar Creators and Transparency, Less AI Slop (THR)
• Why Elon Musk Is Racing to Take SpaceX Public (WSJ)

Tuesday, January 20 2026 - The “Assistant Axis”

• Netflix revises its offer for Warner Bros. Discovery. Now, it’s all cash (CNN)
• Sony’s TV business is being taken over by TCL (The Verge)
• An A.I. Start-Up Says It Wants to Empower Workers, Not Replace Them (NYTimes)
• Most of Instagram’s ads ran on Reels in 2025, data shows (CNBC)
• Anthropic Uncovers AI Personality Crisis as Models Secretly Switch Identities (eWeek)

Monday, January 19 2026 - Ads Come To ChatGPT

• OpenAI brings advertising to ChatGPT in push for new revenue (FT)
• OpenAI’s Revenue Soars Past $20 Billion After 233% Jump—But Explosive Growth Comes With Massive Compute Costs And A $17 Billion Burn Rate (Benzinga)
• Claude Is Taking the AI World by Storm, and Even Non-Nerds Are Blown Away (WSJ)
• ‘No Reasons to Own’: Software Stocks Sink on Fear of New AI Tool (Bloomberg)
• Musk Seeks Up to $134 Billion Damages From OpenAI, Microsoft (Bloomberg)
• Thinking Machines Exodus Tests Investor Appetite for a $50 Billion Valuation (The Information)
• There’s a Hit Movie Set Deep Inside an AI Lab—and It Will Give You Goosebumps (WSJ)

Thursday, January 15 2026 - Ain’t No Drama Like AI Industry Drama

• Two Thinking Machines Lab Cofounders Are Leaving to Rejoin OpenAI (Wired)
• Grok was finally updated to stop undressing women and children, X Safety says (Ars Technica)
• TSMC delivers another record quarter as profit jumps 35% fueled by robust AI chip demand (CNBC)
• Ireland Is Trying to Get Back on the Data Center Bandwagon (Bloomberg)
• Spotify Raises Premium Subscription Prices in US to $13 a Month (Bloomberg)

Wednesday, January 14 2026 - NOT Alright, Alright, Alright

• Exclusive: China’s customs agents told Nvidia’s H200 chips are not permitted, sources say (Reuters)
• Meta is closing down three VR studios as part of its metaverse cuts (The Verge)
• Tesla Driver-Assist System FSD Will Switch to Subscription-Only, Musk Says (Bloomberg)
• Matthew McConaughey Trademarks Himself to Fight AI Misuse (WSJ)
• Microsoft’s Spending on Anthropic AI Is on Pace to Hit $500 Million (The Information)
• Apple Struggling With Key Material Shortage as AI Chips Drain Supply (MacRumors)
• McKinsey challenges graduates to use AI chatbot in recruitment overhaul (FT)

Tuesday, January 13 2026 - Microsoft Pledges To Pay Its Own Way

• Microsoft responds to AI data center revolt, vowing to cover full power costs and reject local tax breaks (GeekWire)
• Meta Begins Job Cuts as It Shifts From Metaverse to AI Devices (Bloomberg)
• Apple debuts ‘Apple Creator Studio’ subscription, here’s what you get (9to5Mac)
• Google Gemini Partnership With Apple Will Go Beyond Siri Revamp (MacRumors)
• Anthropic’s new Cowork tool offers Claude Code without the code (TechCrunch)

Monday, January 12 2026 - Siri Goes With Gemini

• Apple picks Google’s Gemini to run AI-powered Siri coming this year (CNBC)
• UK’s Ofcom investigates X over Grok’s sexualised AI images of women and children (FT)
• Anthropic expands into healthcare a week after OpenAI launched a similar product (Business Insider)
• Stack Overflow’s forum is dead thanks to AI, but the company’s still kicking… thanks to AI (Sherwood News)
• AI’s Memorization Crisis (The Atlantic)

Friday, January 09 2026 - Grok Still Groking

• No, Grok hasn’t paywalled its deepfake image feature (The Verge)
• Musk’s xAI Burns Almost $8 Billion, Reveals Optimus Plan (Bloomberg)
• Chinese Firms Dominated Global Humanoid Robot Shipments in 2025 (Bloomberg)
• DeepSeek To Release Next Flagship AI Model With Strong Coding Ability (The Information)
• Andreessen Horowitz raises $15 billion for new funds (Axios)
• A16z’s $15 Billion Fund Vacuumed Up A Fifth Of Venture Dollars Raised Last Year (Forbes)

Thursday, January 08 2026 - ChatGPT Health

• Grok Is Generating Sexual Content Far More Graphic Than What’s on X (Wired)
• Google is taking over your Gmail inbox with AI (The Verge)

Wednesday, January 07 2026 - CES Day 3

• Elon Musk’s xAI Raises $20 Billion (NYTimes)
• Polymarket refuses to pay bets that US would ‘invade’ Venezuela (FT)
• Americans Hate AI. Which Party Will Benefit? (Politico)
• The data center rebellion is here, and it’s reshaping the political landscape (Washington Post)
• Three Reasons We Can’t Get Enough of LinkedIn (WSJ)
• What surprised us the most at CES 2026 (The Verge)

Tuesday, January 06 2026 - CES Day 2

• Nvidia launches Vera Rubin AI computing platform at CES 2026 (The Verge)
• AMD shows off new higher performing AI chip at CES event (Reuters)
• I tested Nvidia’s Tesla Full Self-Driving competitor — Tesla should be worried (The Verge)
• Dell Admits It Made a Huge Mistake When It Abandoned XPS (Gizmodo)
• Robot Vacuum Maker Roborock Shows Off Stair-Climbing Model With Legs (Bloomberg)
• Lego announces Smart Brick, the ‘most significant evolution’ in 50 years (The Verge)

Monday, January 05 2026 - CES Day 1

• Exclusive: Samsung to double AI mobile devices to 800 million units this year (Reuters)
• Voice control opening and closing comes to Samsung’s Family Hub smart fridges (The Verge)
• Someone made a ton of money betting on Maduro’s capture (The Verge)
• SpaceX, OpenAI and Anthropic prepare to launch landmark IPOs (FT)
• Reddit overtakes TikTok in UK thanks to search algorithms and gen Z (The Guardian)
• How Meta’s Reels Became a $50 Billion Business (WSJ)