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Techmeme

eBay's stock jumps 6%+ to ~$111, below GameStop's $125/share acquisition offer, in a sign investors see hurdles to completing a deal; GameStop's stock drops ~4% (Bloomberg)

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Filing: Elon Musk texted Greg Brockman about settling days before trial; after being denied, he said Brockman and Altman "will be the most hated men in America" (Ashley Capoot/CNBC)

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Source: OpenAI has raised over $4B at a $10B pre-money valuation for The Deployment Company, a new joint venture to help businesses adopt OpenAI tools (Seth Fiegerman/Bloomberg)

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Enzo Health, whose AI tools help home health and hospice agencies automate tasks like patient intake and documentation review, raised a $20M Series A led by N47 (Brock E.W. Turner/Axios)

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How AI tools such as SuperBrain and Naver's Talking Buddy are helping South Korea's elderly ease loneliness, detect emergencies, and slow cognitive decline (Choe Sang-Hun/New York Times)

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Amazon debuts Supply Chain Services, which lets companies use its logistics network to move, store, and deliver everything from raw materials to final products (Deborah Sophia/Reuters)

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Instructure reported a data breach on April 30; ShinyHunters added Instructure to its victims list and claims it has 3.65TB of data from ~9K institutions (Ionut Arghire/SecurityWeek)

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Jensen Huang said Nvidia's market share of AI accelerators in China has "now dropped to zero" and that the US' export policy "has already largely backfired" (Anton Shilov/Tom's Hardware)

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Cerebras seeks a valuation of up to $26.62B in its US IPO, aiming to raise $3.5B by selling 28M shares at $115 to $125 apiece in its second attempt to go public (Reuters)

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Legislators and experts criticize the EU's €20B sovereign compute data center plan, questioning whether there is demand and the plan's reliance on Nvidia GPUs (Pieter Haeck/Politico)

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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 (Wall Street Journal)

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A profile of William Savitt, Sam Altman's lead lawyer against Elon Musk, who represented Twitter against Musk in 2022 and helped OpenAI's for-profit transition (Jacob Shamsian/Business Insider)

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Chinese state media: AI-generated Chinese microdramas to be worth $3B+ in 2026, out of a $14B+ total microdrama market, boosted by tools like Seedance 2.0 (New York Times)

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Sources: some lenders are exploring private deals to sell their data center debt, and some banks are seeking to offload their Oracle-linked loans at a discount (Financial Times)

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Sources: SoftBank plans to make lithium- and cobalt-free data center batteries in Japan as soon as FY 2027, as Japan tries to cut its reliance on Chinese metals (Natsuki Yamamoto/Nikkei Asia)

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China's Linkerbot, which holds 80%+ of global dexterous robotic hands market, raised a Series B+ at a $3B valuation and seeks a $6B valuation in its next round (Laurie Chen/Reuters)

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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 (Wall Street Journal)

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Apple's handling of vibe coding apps draws complaints from startups like Replit and Anything, which say Apple is applying App Store rules erratically (Michael Acton/Financial Times)

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How music streaming services are adapting to the rise of AI-generated music by labeling, deranking, and demonetizing tracks, using AI detection tools, and more (Terrence O'Brien/The Verge)

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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 closing price (Lauren Thomas/Wall Street Journal)

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A profile of music AI startup Suno, valued at ~$2.5B with 2M+ paying users and $300M annualized revenue as of February, as it battles record labels and artists (Rashi Shrivastava/Forbes)

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A look at Atlassian and Twilio earnings beats, with early signs of Atlassian's AI response success and Twilio becoming a picks-and-shovels layer for AI agents (Jason Lemkin/SaaStr)

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Analysis: Asian suppliers account for ~90% of Nvidia's production costs, up from 65% in 2025, as latest wave of collaborations shifts from chips to physical AI (Abhishek Vishnoi/Bloomberg)

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JLL: Japan's $23B data center market is set to grow ~50% by 2030, with 90% of sites concentrated in densely populated regions, prompting pushback from residents (Financial Times)

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How Amazon's expansion into fashion helped Jeff Bezos enter fashion's inner circle, as he and Lauren Sánchez Bezos become underwriters for this year's Met Gala (Chavie Lieber/Wall Street Journal)

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Nintendo's share price has fallen by ~45% since August 2025, as rising memory chip costs drive investor concerns over profit margins for the Switch 2 (David Keohane/Financial Times)

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A profile of BlackBerry's QNX division, whose operating system controls safety features in 275M cars and accounts for half of BlackBerry's revenue (Ben Cohen/Wall Street Journal)

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An evaluation by NIST's CAISI says DeepSeek V4 Pro lags behind leading US AI models by about eight months and is the most capable Chinese AI model to date (NIST)

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A slew of top Boston Dynamics execs have left the Hyundai-owned company in recent months, as sources say it faces pressure to speed the delivery of humanoids (Rachyl Jones/Semafor)

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Sources: OpenAI employees have raised alarms internally over failures to alert law enforcement when users describe plans for real-world violence to ChatGPT (Georgia Wells/Wall Street Journal)

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Palo Alto Networks agrees to acquire Portkey, which develops AI gateway tech to manage and secure AI agents; sources say the deal values Portkey at $120M-$140M (The Economic Times)

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Amadeus IT Group, which operates the world's largest travel booking system, plans to acquire French biometrics company Idemia Public Security, for €1.2B in cash (Javi West Larrañaga/Reuters)

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Ask.com shutters, as its owner IAC "continues to sharpen its focus"; a dot-com era icon, Ask Jeeves launched in 1997, a year before Google (Chase DiBenedetto/Mashable)

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Maryland becomes the first US state to ban surveillance pricing in grocery stores, as other states including CO, CA, MA, IL, and NJ consider similar bills (Sanya Mansoor/The Guardian)

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Analysis: after Trump's World Liberty raised $550M from investors, tokens worth hundreds of millions in USD were privately sold in "white glove" transactions (Olga Kharif/Bloomberg)

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Investigation: Nobitex was founded by two brothers from Iran's elite Kharrazi family; the crypto exchange processed hundreds of millions beyond US sanctions (Reuters)

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A Chinese court ruled that companies cannot terminate staff just to replace them with AI, following a similar ruling by another Chinese court in December 2025 (Victor Swezey/Bloomberg)

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Study: OpenAI's o1 correctly diagnosed 67% of emergency room patients using electronic records and a few sentences from nurses, vs. to 50-55% for triage doctors (Robert Booth/The Guardian)

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Sources: Nigerian mobile payments service OPay is preparing for a US IPO at a $4B valuation with Citigroup, Deutsche Bank, and JPMorgan Chase advising (Bloomberg)

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Sources: Anthropic is in early talks to buy AI inference chips from UK-based Fractile when they become available in 2027 (The Information)

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A look at casino-style games, considered gambling in some US states, where player "whales" spend tens of thousands via IAP on Apple, Google, and Meta platforms (Bloomberg)

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A profile of OpenAI CFO Sarah Friar, who sources say helped keep OpenAI's Microsoft deal on track and has privately suggested waiting until 2027 for an IPO (Wall Street Journal)

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Ripple Labs investor and exec Chris Larsen plans to spend $3.5M to help Alex Bores, a NY congressional candidate at the center of a proxy war over AI regulation (New York Times)

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Sources: GameStop is preparing to make an offer for eBay after quietly building a stake; GameStop had a market cap of ~$11B as of May 1, while eBay had ~$45B (Lauren Thomas/Wall Street Journal)

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Avoca, whose AI agents let physical services businesses handle inbound calls and dispatch, raised $125M+ across seed, Series A, and Series B at a $1B valuation (Allie Garfinkle/Fortune)

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A UK court orders Samsung to pay ZTE $392M for patents needed to enable phone network access; Samsung faces similar suits from ZTE in China, Germany, and Brazil (Sam Tobin/Reuters)

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Waymo says it is continuing to "refine" its system preventing kids under 18 from riding alone, after adult riders reported new age-verification checks (Aarian Marshall/Wired)

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xAI launches Grok 4.3, featuring "always-on reasoning", 1M token context window, and low API pricing, and releases a voice cloning suite called Custom Voices (Carl Franzen/VentureBeat)

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Servers operated by Ubuntu and its parent company Canonical have been down for more than a day, following a "sustained, cross-border attack" (Dan Goodin/Ars Technica)

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Apple has stopped offering a 256GB storage option for the Mac mini globally; Mac mini now starts at 512GB for $799 in the US (Joe Rossignol/MacRumors)

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