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  • OpenAI Takes Out Another Niche

    OpenAI Takes Out Another Niche
    May 18 2026
    OpenAI debuted personal finance tools via Plaid for Pro users. AI startups generate ~$80B in annualized revenue, with Anthropic and OpenAI capturing 89%. ArXiv cracks down on AI slop, Apple's Siri relaunch may still be a beta, and SF vibes are frenetic. OpenAI debuts personal finance tools for US ChatGPT Pro users, partnering with Plaid to give access to 12K+ financial institutions to analyze 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" (NYT) 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 / @deedydas) Learn more about your ad choices. Visit megaphone.fm/adchoices
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    21 Min.
  • Musk V. Altman Closing Arguments

    Musk V. Altman Closing Arguments
    May 15 2026
    Musk v. Altman went to closing arguments, with Musk's lawyer hammering Altman's credibility while OpenAI says Musk has no evidence. Google tests cutting free Gmail storage to 5GB, Meta opens Ray-Ban Display to developers, OpenAI brings Codex to mobile, and xAI launches Grok Build. ⁠Musk v. Altman: in closing arguments, Musk's attorney doubled down on claims of Altman's untrustworthiness, 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) ⁠OpenEvidence, an AI clinical tool, is now used by ~65% of US doctors across 27M clinical encounters per month, becoming an AI-era equivalent of consulting a colleague⁠ (NBC News) ⁠Janitor AI, a romantic fantasy roleplay chatbot site run by three men, claims 2.5M DAUs and 15M total users, with 70–80% identifying as women⁠ (Forbes) Longreads ⁠OpenEvidence, an AI clinical tool, is now used by ~65% of US doctors across 27M clinical encounters per month, becoming an AI-era equivalent of consulting a colleague⁠ (NBC News) ⁠Janitor AI, a romantic fantasy roleplay chatbot site run by three men, claims 2.5M DAUs and 15M total users, with 70–80% identifying as women⁠ (Forbes) Learn more about your ad choices. Visit megaphone.fm/adchoices
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    21 Min.
  • The Biggest Tech IPO Since Uber

    The Biggest Tech IPO Since Uber
    May 14 2026
    OpenAI is weighing legal action against Apple over a Siri integration it says fell far short. Cerebras opened at $350 in the largest US tech IPO since Uber. Mythos helped researchers crack macOS security, Anthropic restores OpenClaw access with Agent SDK credits, and 71% of Americans oppose local data centers. Sources: OpenAI is weighing legal action against Apple after expectations that 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) Learn more about your ad choices. Visit megaphone.fm/adchoices
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    20 Min.
  • Googlebooks

    Googlebooks
    May 13 2026
    Google unveiled Googlebook, merging ChromeOS and Android into a unified laptop OS shipping this fall. WhatsApp launches Incognito Chat for private AI conversations. Anthropic's revenue run-rate is on track to hit $50B by end of June, and Anduril raised $5B at a $61B valuation. Google unveils Googlebook, its new laptop lineup featuring a unified OS merging ChromeOS and Android, with devices 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 (NYT) Richard Socher's Recursive Superintelligence raised $650M+ from GV, Greycroft, Nvidia, AMD, and others at a $4B valuation to pursue "recursive self-improvement" (NYT) Learn more about your ad choices. Visit megaphone.fm/adchoices
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    20 Min.
  • Hackers Get Paid

    Hackers Get Paid
    May 12 2026
    Instructure cut a deal with ShinyHunters to return stolen Canvas data, without disclosing the terms. eBay rejected GameStop's $56B bid as "neither credible nor attractive." OpenAI launches Daybreak for cybersecurity, Amazon employees game AI usage targets, and Mira Murati's first model drops. Instructure reaches a deal with hackers who breached its Canvas edtech platform to return stolen data and destroy copies, without saying what it gave in return (NYT) 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) Learn more about your ad choices. Visit megaphone.fm/adchoices
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    20 Min.
  • The AI Sec-Pocalypse Is Actually Nigh?

    The AI Sec-Pocalypse Is Actually Nigh?
    May 11 2026
    Google reported the first known case of hackers using AI to discover and weaponize a zero-day vulnerability. OpenAI launched a $4B+ deployment company and acquired Tomoro. Apple plans Liquid Glass refinements for macOS 27, TikTok rolls out an ad-free tier in the UK, and Ben Thompson argues agentic inference will reshape compute. Google's TIG reports the first known example of hackers using AI to discover and weaponize a zero-day; TIG's chief analyst says "this is the tip of the iceberg" (NYT) 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) Learn more about your ad choices. Visit megaphone.fm/adchoices
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    21 Min.
  • Chickens, Roosting

    Chickens, Roosting
    May 8 2026
    Nintendo raised the Switch 2 price to $500 amid a global memory shortage. ShinyHunters forced Canvas offline during finals season. Researchers found 5,000+ insecure vibe-coded apps, Mozilla credits Mythos for 423 Firefox bug fixes in April, and France escalates its Musk probe. Nintendo says it will increase the price of the Switch 2 globally on September 1, from $450 to $500 in the US, and the price of the original Switch in Japan (Bloomberg) Instructure disables its Canvas edtech platform, used by thousands of schools, universities, and companies, amid a data extortion attack claimed by ShinyHunters (Krebs on Security) Researchers: 5,000+ web apps built using AI coding tools like Lovable, Base44, and Replit have little to no authentication, and ~40% exposed sensitive data (Wired) Mozilla says Anthropic's Mythos Preview and other AI models helped it identify and ship 423 Firefox security bug fixes in April, compared to 31 a year earlier (TechCrunch) French prosecutors escalate an investigation into Elon Musk and X, focused on alleged algorithmic manipulation and sexual deepfakes, to a criminal probe (CNBC) Longreads Anthropic co-founder Jack Clark explains why there's a 60%+ chance of AI systems autonomously building their successors by 2029 and the consequences of automated AI R&D (Import AI) How Delta SkyMiles and airline loyalty programs turned carriers into fintech companies with wings, and why most airlines couldn't survive without them (NY Mag) Learn more about your ad choices. Visit megaphone.fm/adchoices
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    22 Min.
  • XAI Is Just A Neocloud Now?

    XAI Is Just A Neocloud Now?
    May 7 2026
    Dario Amodei revealed Anthropic could grow 80x in 2026, and the company signed a deal with SpaceX for 300MW of compute from Colossus 1. Musk dissolved xAI into SpaceX. Google launches the $100 Fitbit Air, and HubSpot's founder coins "strategic illegibility." At Code with Claude, Dario Amodei said Anthropic had planned to grow ~10x in 2026 but could grow 80x, calling its growth rate "crazy" and "too hard to handle" (NYT) Anthropic signs a deal with SpaceX for 300MW+ of compute from Colossus 1 in Memphis, accessing 220,000+ Nvidia GPUs within the month (Bloomberg) Musk says xAI will be "dissolved as a separate company" and will become "SpaceXAI, the AI products from SpaceX" (Spyglass) Google launches the $100 Fitbit Air, a Whoop-like screenless wearable, with Gemini-powered features like Google Health Coach, available May 26 (Engadget) As founders race to make their companies "legible" to AI, they must keep the things that make them hard to copy "illegible", or risk commoditizing their moat (Brian Halligan) Learn more about your ad choices. Visit megaphone.fm/adchoices
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    23 Min.