Show links from The Ride Home Podcast

Subscribe via Apple Podcasts, Overcast, Google Play, or even RSS.

The Ride Home now has a proper web site and RSS feed.

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 (NYT)
• Google unveils a new TPU lineup consisting of the TPU 8t for AI training and the TPU 8i for inference, with general availability scheduled for later in 2026 (Bloomberg)
• OpenAI releases ChatGPT Images 2.0 with new “thinking capabilities”, allowing it to search the web to help it create multiple images from a single prompt (The Verge)
• Source: a handful of unauthorized users in a private Discord channel have been accessing Anthropic’s Mythos model since the day the company announced it (Bloomberg)
• Meta is installing tracking software on US staffers’ computers to capture mouse movements, clicks, and keystrokes in work-related apps for use in AI training (Reuters)

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 (NYT)
• OpenAI acquires personal finance startup Hiro Finance (TechCrunch)
• Google designates “back button hijacking” as malicious, sites could be demoted in Search from June 15 (9to5Google)
• Data labeling startup Handshake’s gross annualized revenue hits ~$1B; Mercor also at $1B+ pace (The Information)
• Voters in Festus, Missouri oust all four incumbent council members days after council approved a $6B data center (Politico)

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
• 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

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)