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  • Thu Apr 30

AI adoption follows the J-curve path of general-purpose tech, like early US factory electrification, requiring years of investment before noticeable ROI gains (Exponential View)

10m
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Sources: Apple delays iPhone-connected smart glasses to late 2027, aiming to disrupt the mid-tier $200-$500 eyewear market the way it disrupted the watch market (Mark Gurman/Bloomberg)

2h
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A look at contrasting China playbooks of AMD CEO Lisa Su and Nvidia CEO Jensen Huang, with Su keeping a lower profile; China accounts for ~20% of AMD's revenue (Reuters)

5h
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A profile of Ariane Gorin, who became Expedia CEO in 2024 and has overseen back-to-back years of revenue growth, with record gross bookings of $119B in 2025 (Brent Crane/Bloomberg)

8h
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Bill Gates' carefully crafted public image has been eroded by revelations about his ties to Epstein; Gates was recently snubbed from Microsoft's CEO Summit (Emily Glazer/Wall Street Journal)

11h
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Sources: Microsoft and Nvidia will unveil the first Windows PCs powered by Nvidia SoCs, including devices from Surface and Dell, at Computex and Build 2026 (Ina Fried/Axios)

11h
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A US court ordered Circle to blacklist Zama's cUSDC contract, freezing ~$12.6M in funds, likely catching many in the "crossfire" of a civil suit against a DAO (Zack Abrams/The Block)

12h
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China will implement new online food delivery regulations on June 1, requiring platforms to regularly verify businesses' identities, locations, and licenses (Nikkei Asia)

12h
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With Microsoft's GitHub Copilot shifting to token-usage billing on June 1, many developers bemoan massive cost increases and the end of flat-rate subscriptions (Lucas Ropek/TechCrunch)

12h
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As robotaxi companies attempt to scale in the US, they face increasing scrutiny and mounting criticism from drivers, law enforcement, and local governments (Sean McLain/Wall Street Journal)

16h
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Why "Dark Output", the AI-generated economic value that is currently invisible to national statistics, may be one of the hardest measurement problems in history (SemiAnalysis)

17h
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PitchBook: VC investment in global robotics and physical AI jumped to $26B in 2025 from $4.2B in 2019, and has already topped $23B as of May 20 this year (Kate Clark/Wall Street Journal)

19h
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Antenna: bundles make up 33% of new major streaming service subscriptions in the US, and 28% of all subscriptions, up from just 10% of new subscriptions in 2024 (John Koblin/New York Times)

20h
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SoftBank pledges to invest up to €75B in AI computing clusters in France, first leading a €45B investment to build 3.1GW of capacity by 2031 in Hauts-de-France (Financial Times)

22h
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China's tech boom is creating a new kind of tech tourism where visitors pay for curated robotaxi rides and tours of EV factories, and AI and robotics companies (Kinling Lo/Rest of World)

23h
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A look at the nasty fight between Anthropic-backed super PAC Public First and OpenAI-backed Leading the Future to sway midterms, especially Democratic primaries (Theodore Schleifer/New York Times)

1d
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Anthropic cuts its list of unauthorized secondary market sellers from eight to four after the initial notice caused panic and pushback from investors (Yazhou Sun/Bloomberg)

1d
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How Schneider Electric is using AI in call centers and manufacturing to complement employees' work and boost productivity, rather than to replace them (Patricia Cohen/New York Times)

1d
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Sources detail AI companies' engagement with US FERC as the energy regulator readies a June proposal to speed up data center connections to regional power grids (Politico)

1d
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Memory chip makers are leveraging their newfound power to secure long-term agreements, a move set to reshape the industry's business model and stabilize prices (Dan Gallagher/Wall Street Journal)

1d
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A profile of OpenAI President Greg Brockman, who is overseeing product in his new role and has become an important ambassador for AI to the Trump administration (Wall Street Journal)

1d
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BlackBerry's stock is up more than 160% over the past three months, as the company's QNX division positions its automotive software as an OS for robots (Luke Kawa/Sherwood News)

1d
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Filing shows Shanghai-based MiniMax has begun preparations for a Chinese IPO; the AI company listed in Hong Kong in January and says its ARR has reached $300M (Bloomberg)

1d
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Google's keyword ad practices face renewed criticism after the Delhi High Court ruled against Google in a trademark dispute involving Indian company Hindware (Jagmeet Singh/TechCrunch)

1d
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The DOD's $9.7B contract with Dell has raised eyebrows as a potential payback for Michael and Susan Dell's $6.25B donation to 25M US children's Trump Accounts (CNBC)

1d
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Miami-based Canals, which uses AI to help distributors automate workflows across sales, customer service, and more, raised a $35M Series A led by Base10 (Chris Metinko/Axios)

1d
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Massive bonuses for Samsung's memory division employees have sparked a debate in Korea over how companies and governments should share profits from the AI boom (Bloomberg)

1d
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Filing: a Kentucky school district secured ~$27M in settlements from Meta, Snap, TikTok, and YouTube in a social media harms lawsuit; Meta paid the most, at $9M (Diana Novak Jones/Reuters)

1d
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Internal memo: Meta plans to start testing an AI pendant in 2027, release new AI glasses next month, start a "Wearables for Work" unit for enterprises, and more (Jyoti Mann/The Information)

1d
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Picogrid, which is building a hardware and software integration layer for military systems, raised a $45M Series A led by Bessemer (Barratt Dewey/Tectonic Defense)

1d
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Coinbase and Kalshi introduce perpetual crypto futures, marking the first time the contracts will be available to US investors via domestic, regulated exchanges (Pritam Biswas/Reuters)

1d
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SentinelOne's stock closes down 8% after the company announced plans to lay off 8% of its workforce and forecasted Q2 and FY revenue guidance below estimates (Samantha Subin/CNBC)

1d
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Microsoft faces backlash after a blog post implied criminal referral and legal action against security researcher Nightmare Eclipse over public bug disclosures (Lorenzo Franceschi-Bicchierai/TechCrunch)

1d
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Dell stock closed up 32.81%, its best day ever, after reporting its fastest pace of revenue growth for any period since returning to the public market in 2018 (CJ Haddad/CNBC)

1d
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Hands-on with Gemini Spark beta rolling out to AI Ultra subs: planned a birthday party from emails and calendar, but called a live-in boyfriend a "close friend" (Reece Rogers/Wired)

1d
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US Space Force says SpaceX won a $4.16B contract to build a space-based tracking network as part of President Trump's Golden Dome defensive shield (Sana Pashankar/Bloomberg)

1d
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What to expect at Computex 2026: AI chips, budget PCs competing with the MacBook Neo, Nvidia entering laptop SoC market with the rumored N1X chip, and more (PCMag)

1d
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Sources: Microsoft is working on an app that will include GitHub Copilot, Copilot chat, Copilot Cowork, and a new agentic workflow tool called Autopilot (Sebastian Herrera/Fortune)

1d
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ElevenLabs launches Dubbing v2, which it says preserves the original speaker's emotion, tone, and pacing across 90+ languages while staying synced to content (ElevenLabs)

1d
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Sports Illustrated rights holder Minute Media lays off 12% of staff and reverses its ~$200M deal to buy VideoVerse, an AI platform to extract sports highlights (Meir Orbach/CTech)

2d
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Executives at Uber, Meta, Microsoft, and other companies are trying to rein in "tokenmaxxing" by employees, which led to ballooning AI use costs (Bradley Olson/Wall Street Journal)

2d
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Kalshi to offer perpetual futures contracts in prediction market expansion (Nathan Bomey/Axios)

2d
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A BBC Question Time episode featured a panel with AI-generated historical figures like Churchill, intended to show AI images' "hyper-real and persuasive" nature (Holly Bishop/The Independent)

2d
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Sources: ByteDance has partnered with chipmaker InnoStar to develop an AI inference chip modeled after Groq's LPUs, which are built to run AI models at low cost (The Information)

2d
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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 (Robert Hart/The Verge)

2d
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Xcena, whose MX1 chip performs data orchestration and KV cache management directly within memory modules, raised a $135M Series B at a $570M valuation (Kate Park/TechCrunch)

2d
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Former Tesla data labelers say FSD relies on laborious mapping for hazards; crash data analysis shows Tesla exaggerates FSD's safety via flawed methodology (Reuters)

2d
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Allegations that China is behind US data center protests draw criticism from allies of the AI industry, who say the industry and politicians are in denial (Evan Halper/Washington Post)

2d
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MediaTek says it has started to use Intel Foundry's advanced chip packaging in addition to TSMC's, as the mobile chip designer bets on AI demand for growth (Cheng Ting-Fang/Nikkei Asia)

2d
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OpenAI says it has briefed the White House on its new biodefense program, which uses GPT-Rosalind to help develop biodefense and pandemic preparedness tools (Maria Curi/Axios)

2d
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Entries updated May 31, 2026 09:58:15 AM PDT

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