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23:16

AI One-Upsmanship

Tech Brew Ride Home ·

2026/05/22

Quantum computing stocks surged after the US announced $2B in grants with equity stakes. Spotify jumped 13% on 2030 guidance targeting $100B in revenue. Anthropic expects $10.9B in Q2 revenue and its first-ever operating profit, while Trump pulled back an AI executive order after calls with Musk and Zuckerberg.Shares of quantum computing companies surged Thursday after the US government announced grants with equity stakes: D-Wave closed up 33%, Rigetti 30%, IBM 12% (CNBC) Spotify closed up

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19:50

SpaceX IPO Deets

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2026/05/21

SpaceX filed publicly for its IPO on Nasdaq, revealing $18.7B in 2025 revenue, billions in losses, and Musk's 85.1% voting control. Anthropic pays SpaceX $1.25B per month for compute. Nvidia beat estimates again, Spotify launches Reserved ticketing, and Waymo suspends service over flooding.SpaceX files publicly for its IPO, choosing Nasdaq to make its debut under the symbol SPCX; Elon Musk's shares give him 85.1% of the voting power in the company (Bloomberg) SpaceX's S-1 reveals Anthropic

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21:50

Google I/O

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2026/05/20

Google dominated I/O with Gemini 3.5 Flash, its fastest agentic model yet, plus Gemini Spark as a 24/7 personal agent. It also launched Gemini Omni for video generation, overhauled its search box, shipped Antigravity 2.0, and added Street View to Project Genie.Google rolls out Gemini 3.5 Flash, its "strongest agentic and coding model yet", for tackling long-horizon agentic tasks, in the Gemini app and Search's AI Mode (Google) Google announces Gemini Spark, a "24/7 personal AI agent" that

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20:06

Elon Loses

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2026/05/19

The Musk v. Altman jury unanimously rejected Musk's claims on statute of limitations grounds. Andrej Karpathy joined Anthropic's pre-training team. Polymarket partners with Nasdaq on private company markets, Blackstone and Google form a TPU venture, and KPMG embeds Claude into tax advisory.Musk v. Altman: the jury unanimously rejects Elon Musk's claims against OpenAI and Sam Altman, as he filed them outside of a three-year statute of limitations (CNBC) Andrej Karpathy joins Anthropic to

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20:52

OpenAI Takes Out Another Niche

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2026/05/18

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

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20:56

Musk V. Altman Closing Arguments

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2026/05/15

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

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20:07

The Biggest Tech IPO Since Uber

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2026/05/14

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

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20:20

Googlebooks

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2026/05/13

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

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20:09

Hackers Get Paid

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2026/05/12

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

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20:31

The AI Sec-Pocalypse Is Actually Nigh?

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2026/05/11

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)

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22:06

Chickens, Roosting

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2026/05/08

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,

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22:32

XAI Is Just A Neocloud Now?

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2026/05/07

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

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20:38

Even 175-year-old Companies Can Join The AI Boom

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2026/05/06

Corning and Nvidia partnered to open three optical manufacturing plants in the US, with Nvidia investing up to $2.7B. Morgan Stanley launched crypto trading on ETrade, Google tests a personal agent called Remy, and Meta builds an OpenClaw-inspired agent called Hatch.*Corning and Nvidia partner to open three advanced manufacturing plants in North Carolina and Texas dedicated to optical tech for Nvidia, creating 3,000+ jobs (CNBC) Morgan Stanley rolls out a crypto trading pilot on E*Trade,

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20:53

Will AI Models Have To Be Reviews By The Government?

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2026/05/05

The Trump administration discussed an EO to form an AI oversight working group, a stark reversal from its hands-off approach. Apple explored using Intel and Samsung to make chips in the US, Coinbase cut 14% of its workforce, and OpenAI fast-tracks an AI phone for 2027.Sources: the Trump administration is discussing an EO to form an AI working group that would examine AI oversight procedures, like vetting models before release (NYT) Sources: Apple held exploratory talks with Intel and Apple

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21:49

Welcome Back To The Arena, GameStop

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2026/05/04

GameStop made an unsolicited ~$56B bid for eBay as Ryan Cohen eyes a commerce empire. Anthropic finalizes a $1.5B JV with Blackstone and Goldman Sachs, Amazon opens its logistics network to outside companies, and a Harvard study finds AI outperforms ER doctors at triage. GameStop makes an unsolicited ~$56B offer to buy eBay after building a ~5% stake, offering $125/share in cash and stock, a ~20% premium on May 1's closing price (WSJ) Sources: Anthropic is finalizing a deal for a $1.5B JV

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21:11

My LLM Cutoff Is 1930

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2026/05/01

Apple beat Q2 estimates and forecast strong Q3 growth as the MacBook Neo and Mac Mini sell out. The Senate unanimously banned prediction market trading for senators, Intel closed its best month ever at +114%, and Musk admitted xAI "partly" distilled OpenAI models. Apple forecasts Q3 revenue above estimates, with sales expected to rise between 14% and 17%, and says memory expenses will climb "significantly higher" in Q3 (Bloomberg) Amazon debuts "Join the chat", an AI-powered feature that

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21:11

Earnings Overload

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2026/04/30

Big Tech earnings landed — Alphabet soared on cloud growth while Meta dropped 10% after hiking capex to $145B. SoftBank plans an AI/robotics IPO called Roze, Anthropic weighs a $900B+ round, and Musk called himself a "fool" for backing OpenAI.Microsoft says Q3 Intelligent Cloud revenue was $34.68B, vs. $34.27B est., with Azure and other cloud services up 40% YoY; Microsoft 365 Copilot has 20M+ seats (CNBC) Meta raises full-year capex outlook to $125B–$145B, up from $115B–$135B; shares drop

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21:20

Elon V. Sam Day 2

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2026/04/29

The EU escalated its DSA probe against Meta over child safety failures on Instagram and Facebook. OpenAI has effectively abandoned its Stargate JV, China suspended new robotaxi licenses after a Baidu outage, and the Musk v. Altman trial kicked off with opening arguments.The European Commission issues preliminary DSA findings against Meta, saying Instagram and Facebook fail to prevent under-13 users from accessing the services (Bloomberg) YouTube rolls out Full Multiview Customization to

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15:28

Musk V. Altman

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2026/04/28

The Musk v. Altman trial seated a jury in California, with opening arguments set for today. Microsoft and OpenAI amended their partnership, removing the AGI clause. OpenAI missed internal user and revenue targets, Google launches Ask YouTube, and March saw 45,800 tech layoffs.A US judge seated a nine-person jury in the Musk v. Altman trial at a federal courthouse in California; Sam Altman and Greg Brockman were in attendance (CNBC) Microsoft and OpenAI amend their deal to let OpenAI serve

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21:17

Meta Needs To Rethink Manus

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2026/04/27

China blocked Meta's $2B Manus acquisition and ordered both sides to unwind the deal, closing the "Singapore washing" loophole for Chinese AI startups. OpenAI is developing smartphone chips with Qualcomm and MediaTek, Google controls ~25% of global AI compute, and SaaS pricing shifts to usage-based. China blocks Meta's $2B Manus acquisition, after reviewing whether it violated investment rules, and tells both to cancel it; Manus moved to Singapore in 2025 (FT) Kuo: OpenAI is working with

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