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Tesla expands its robotaxi service to Dallas and Houston after launching in Austin last year and starting to offer rides without safety drivers in January 2026 (Anthony Ha/TechCrunch)

A look at Dylan Patel's SemiAnalysis, an AI newsletter and research firm that expects $100M+ in 2026 revenue from subscriptions and AI supply chain research (Abram Brown/The Information)

Appfigures: app releases across the App Store and Google Play grew 60% YoY in Q1, with App Store releases alone up 80%, possibly driven by AI coding tools (Sarah Perez/TechCrunch)

Mistral, which once aimed for top open models, now leans on being an alternative to Chinese and US labs, says it's on track for $80M in monthly revenue by Dec. (Iain Martin/Forbes)

A US judge grants an injunction to makers of the banned "ICE Sightings - Chicagoland" Facebook group and Eyes Up mobile app, who say DHS and DOJ violated the 1A (Cheyenne MacDonald/Engadget)

An attacker targeting Kelp DAO's LayerZero-powered cross-chain bridge, appears to have drained ~$292M worth of rsETH before Kelp paused all rsETH contracts (Zack Abrams/The Block)

Anthropic's Mythos adds to concerns about rising workloads for open-source maintainers, as many have already been dealing with a "crazy" number of bug reports (Chris Stokel-Walker/Bloomberg)

Airbnb launches a pilot in NYC, LA, and other cities that lets users to select from a range of boutique hotels alongside private homes in a bid to boost growth (Stephanie Stacey/Financial Times)

Salesforce announces Headless 360, an initiative that will give AI agents access to Salesforce's platform capabilities through APIs, MCP tools or CLI commands (Michael Nuñez/VentureBeat)

A profile of OpenTable CEO Debby Soo, who shifted its focus from diners to restaurants; it now seats ~2B diners a year across 65K restaurants, an all-time high (Brent Crane/Bloomberg)

Global DRAM supply is likely to meet only 60% of demand through 2027; memory to hit ~40% of low-end smartphone manufacturing costs by mid-2026, up from 20% now (Nikkei Asia)

Autonomous vehicle startups raised a record $21.4B across 34 deals through April 15, up from $5.9B raised across 99 investments globally in all of 2025 (Mary Ann Azevedo/Crunchbase News)

Chinese lidar maker Hesai, a primary supplier for Nvidia's ADAS, announces EXT lidar, calling it the industry's first to integrate spatial and color detection (Reuters)

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 (Nicole Nguyen/Wall Street Journal)

The EC awards a six-year, €180M sovereign cloud contract to four European providers as part of a push to reduce the EU's dependence on non-European tech (Leo Marchandon/Reuters)

Sources suggest Anthropic is holding off from a wider Mythos release until it can reliably serve it to customers; Anthropic has suffered outages in recent weeks (Financial Times)

What some leaders think of using universal income to mitigate AI-fueled layoffs: Musk calls it the "best way", OpenAI's policy doc mentions a Public Wealth Fund (Siladitya Ray/Forbes)

Sources: Recursive Superintelligence, a four-month-old start-up developing self-teaching AI and founded by ex-DeepMind and OpenAI engineers, has raised $500M+ (Financial Times)

White House says a meeting between Chief of Staff Susie Wiles and Dario Amodei had been "productive and constructive"; source: Scott Bessent joined the meeting (Axios)

A deep dive into Dwarkesh Patel's interview with Jensen Huang, including Huang's takes on Nvidia's moat and chip sales to China, and reactions to the interview (Zvi Mowshowitz/Don't Worry About the Vase)

Bill Peebles, the researcher behind Sora, is leaving OpenAI, along with Srinivas Narayanan, OpenAI's CTO of enterprise applications (Rebecca Bellan/TechCrunch)

Cerebras files to go public on Nasdaq and reports $510M in 2025 revenue, up 76% YoY, with a net income of $87.9M, up from a $485M net loss in 2024 (Jordan Novet/CNBC)

Kevin Weil, OpenAI's former CPO who became VP of OpenAI for Science, is leaving the company; Prism, a web app for scientists launched in Jan., will be shuttered (Maxwell Zeff/Wired)

Sources: Meta intends to conduct a first wave of sweeping layoffs planned for this year on May 20, laying off ~10% of its global workforce, or ~8,000 employees (Reuters)

Figma stock closed down 6.84% on Friday after Anthropic launched Claude Design, a dedicated app powered by its latest model Claude Opus 4.7 (Jon Keegan/Sherwood News)

In disclosures due to Broadcom CEO Hock Tan's presence on the Meta board, Meta says it paid Broadcom $2.3B in 2025; Tan is leaving the board (Martin Peers/The Information)

Sources: Cursor is in advanced talks to raise about $2B co-led by a16z at a pre-money valuation of more than $50B, with Nvidia participating (Bloomberg)

A profile of wealth manager Iconiq, which, sources say, has $100B AUM, with $26B specifically for VC investing; Iconiq invested $3B into AI startups in 2025 (Natasha Mascarenhas/Bloomberg)

World expands its Tinder partnership and partners with Zoom and others to verify human users, as it continues its pivot from crypto to identity verification (Maxwell Zeff/Wired)

Ad buyers say ad rates for ChatGPT are falling from $60 CPM to as low as $25 and the minimum spend to advertise is down to $50K from $250K at launch (Krystal Scanlon/Digiday)

Netflix plans to launch a vertical video feed, to help with content discovery, this month, and plans to use AI for content creation and recommendations (Ivan Mehta/TechCrunch)

China's smartphone shipments declined 4% YoY in Q1 amid memory shortages; Huawei's shipments grew 2% YoY for a 20% market share, iPhone grew 20% for a 19% share (Ivan Lam/Counterpoint Research)

Sources: xAI plans to let Cursor train Composer 2.5 AI coding model using tens of thousands of xAI's GPUs, a new strategy for xAI in a competitive AI landscape (Grace Kay/Business Insider)

Anthropic launches Claude Design, a new experimental product that lets users create visuals like prototypes, slides, one-pagers, and more using Claude (Aisha Malik/TechCrunch)

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)

Sources: some shareholders are questioning whether Sam Altman should lead OpenAI through the turbulence of an IPO and have floated Bret Taylor as a successor (Wall Street Journal)

India drops a proposal to require Apple, Google, Samsung, and other smartphone makers to preinstall the country's biometric identification app Aadhaar on phones (Reuters)

Bluesky says a sophisticated DDoS attack is to blame for continued app outages but it has not seen any evidence of unauthorized access to private data (Sarah Perez/TechCrunch)

Loop, which uses AI to predict supply chain disruptions, raised a $95M Series C co-led by Valor Equity Partners and the Valor Atreides AI Fund (Sean O'Kane/TechCrunch)

An interview with Dario Amodei, who says the negative narrative around AI is dominant because the industry hasn't yet fully delivered the benefits it promises (John Thornhill/Financial Times)

Kraken parent company Payward agrees to acquire Bitnomial, a digital asset derivatives platform, for up to $550M in cash and stock, which values Payward at $20B (Will Canny/CoinDesk)

Cyber experts say the EU's age verification app has glaring privacy and security problems; after saying it was ready, EU officials say the app is "still a demo" (Politico)

China fines leading food delivery apps, like from Alibaba, PDD, and Meituan, a total of ~$528M, the largest fine for the sector since the 2015 food safety law (Luz Ding/Bloomberg)

Charles Schwab unveils its long-awaited crypto investing product, Schwab Crypto, with a 0.75% fee on every crypto trade and plans to launch in the coming weeks (Tanaya Macheel/CNBC)

Docs: US tech companies successfully lobbied the EU to hide data centers' environmental toll; one of their demands was written almost verbatim into EU rules (The Guardian)

Counterpoint: India's smartphone shipments fell 3% YoY in Q1 2026, a six-year low, as price hikes weigh on sales; 80+ smartphone models saw price hikes of ~15% (Abhinav Parmar/Reuters)

SynMax: almost 40% of US data centers due in 2026 are facing delays; major projects for Microsoft, OpenAI, and others are likely to end over three months late (Financial Times)

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)

Uber agrees to buy an additional 4.5% stake in German food delivery rival Delivery Hero from Prosus for ~€270M, which would bring Uber's total stake to ~7% (Financial Times)

Sources: Sequoia raised ~$7B for a new fund, the first fundraising round under its new leadership; the firm's last expansion fund was a $3.4B vehicle in 2022 (Bloomberg)