Bots passed human web traffic for the first time, per Cloudflare's CEO. The S&P 500 rejected fast-entry for mega-cap IPOs like SpaceX. Anthropic embedded engineers at the NSA, Meta hid face-recognition code in its app, and Cambridge trialed the first AI-designed vaccine.

• Cloudflare CEO Matthew Prince says agentic traffic is "growing so fast that bots have now passed human traffic online for the first time" (Tom's Hardware)
• S&P Dow Jones rejects proposals to expedite S&P 500 eligibility for mega-cap IPOs such as SpaceX's; companies remain ineligible until one year after their IPOs (Bloomberg)
• Sources: Anthropic has embedded around half a dozen forward-deployed engineers within the NSA to help the agency deploy Mythos for offensive cyber operations (FT)
• Analysis: Meta discreetly added code for an unreleased "NameTag" face-recognition system for its AI smart glasses over multiple Meta AI app updates in 2026 (Wired)
• University of Cambridge researchers say they have developed the first vaccine with a key component entirely designed by AI and subsequently trialed it in humans (BBC)

Longreads

• A preview of what to expect from WWDC on Monday, including iOS 27, a revamped Siri, macOS 27 Liquid Glass refinements, and more (Bloomberg)
• Ted Chiang argues LLM conversations are cleverly disguised sentence continuation, not consciousness, and that no intrinsic property of neural networks suggests otherwise (The Atlantic)

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Google released Gemma 4 12B, a multimodal model that runs locally on 16GB devices. TSMC's CEO warned chip supply won't meet demand for years. Ramp raised $750M at $44B, and Anthropic says 80%+ of its merged code is now Claude-authored.

• Google releases Gemma 4 12B, an 11.95B-parameter unified, encoder-free open multimodal model that can run locally on devices with 16GB of VRAM or unified memory (VentureBeat)
• Public First: 26% of Americans support increased data center construction, the lowest share among 15 large countries, such as Brazil, Japan, the UK, and Canada (FT)
• Sam Altman and Dario Amodei are among the signatories on a public letter urging improved tracking of synthetic DNA that could be used in AI-developed bioweapons (Wired)
• TSMC CEO C.C. Wei says the company won't be able to fulfill the demand led by US customers even as more capacity comes online in the US over the next few years (Bloomberg)
• Corporate spending management platform Ramp raised $750M at a $44B valuation led by Iconiq, Singapore's GIC, and the OTPP, taking its total funding to $3B (Bloomberg)
• Anthropic details its progress toward recursive self-improvement, and its implications, and says 80%+ of the code merged into its codebase is authored by Claude (Anthropic)

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Microsoft dominated Build with Scout, an always-on Teams agent, the Surface RTX Spark Dev Box, its first reasoning model MAI-Thinking-1 aimed squarely at Anthropic, and Project Solara for agent-first devices. Trump signed a scaled-back AI executive order on cybersecurity.

• Microsoft announces Scout, an always-on enterprise AI agent built on OpenClaw that appears as a Microsoft Teams contact to automate tasks such as scheduling (Wired)
• Microsoft unveils a Surface RTX Spark Dev Box, featuring Nvidia's Arm-based RTX Spark, 128GB of unified memory, and a 100W thermal envelope, for local AI tasks (The Verge)
• Microsoft debuts MAI-Thinking-1, its first advanced reasoning AI model, trained "from the ground up on clean data, without distillation from third-party models" (The Verge)
• Microsoft unveils Project Solara, an Android-based platform for agent-first devices, with concept hardware and pilots planned at Best Buy, Target, and others (GeekWire)
• Microsoft unveils Microsoft Execution Containers, a Windows-level sandbox for AI agents, and says partners OpenAI, Nvidia, Manus, and Nous Research are using it (VentureBeat)
• President Trump signs a scaled-back AI EO that seeks to address AI's cybersecurity threats; sources say it imposes less scrutiny on AI than the scrapped version (Politico)

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Anthropic confidentially filed for an IPO that could come as soon as this fall, joining SpaceX and OpenAI in a $4T listing parade. Anthropic expands Mythos access to 15+ countries, Alphabet raises $80B for AI spending, and mathematicians publish a warning declaration on AI.

• Anthropic says it has confidentially filed for an IPO, which could happen as soon as this fall, joining OpenAI and SpaceX in preparing to go public in 2026 (NYT)
• Anthropic says it will extend Project Glasswing to organizations in 15+ countries, sources say giving Mythos access to Five Eyes, NATO, Samsung, SK, and others (FT)
• Alphabet is raising $80B through equity offerings, including a $10B investment deal with Berkshire, to fund AI spending, in one of the largest equity deals ever (Bloomberg)
• Sixteen mathematicians publish the Leiden Declaration on AI and Mathematics to warn of potential threats to the field, such as around accuracy and reliability (NYT)

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Nvidia unveiled the RTX Spark, an Arm-based consumer chip family built with MediaTek on TSMC 3, plus a DGX Station desktop that runs 1T-parameter models. Intel detailed its Crescent Island GPUs, MiniMax launched a coding model rivaling Opus 4.7 at 1/40th the price, and Anthropic bans AI in interviews.

• Nvidia announces the RTX Spark, an Arm-based consumer chip family it calls "the most efficient PC chip ever built", made on TSMC 3 in partnership with MediaTek (The Verge)
• Intel details its Crescent Island data center GPUs, built on its Xe3P architecture and using LPDDR5X memory instead of HBM, calling them "built for agentic AI" (Tom's Hardware)
• Nvidia unveils DGX Station for Windows, a desktop PC powered by a GB300 Grace Blackwell chip with up to 748 GB of memory, capable of running 1T-parameter models (SiliconAngle)
• Chinese AI developer MiniMax debuts M3, a new coding model that it says rivals Claude Opus 4.7, costing $0.12 per 1M input tokens, compared with $5 for Opus 4.7 (The Information)
• A look at Anthropic's hiring process, which prohibits AI use in interviews and features a culture interview that candidates describe as highly intense (Bloomberg)

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Anthropic dropped Opus 4.8 with dynamic workflows for Claude Code and raised $65B at a $965B valuation, overtaking OpenAI. Blue Origin's New Glenn exploded during testing, Amazon killed its AI usage leaderboard, and an AI startup offers free home cleaning for training data.

• Anthropic launches Opus 4.8, saying it's "more likely to flag uncertainties about its work and less likely to make unsupported claims", at the same price as 4.7 (TechCrunch)
• Anthropic raised a $65B Series H at a $965B post-money valuation, overtaking OpenAI's $852B valuation, and says its revenue run rate crossed $47B this month (NYT)
• Blue Origin's New Glenn rocket, which exploded during testing on Thursday, was set to ferry 48 Amazon Leo satellites on Monday; Amazon paid Blue Origin $2.7B (FT)
• Sources: Amazon has shut down an internal leaderboard that tracked employees' use of AI tools after workers tried to boost their scores with needless tasks (FT)
• 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 (The Verge)

Longreads

• Simon Willison on how coding agents gave Anthropic and OpenAI real product-market fit, burning $1,000+/month in tokens per power user and changing enterprise pricing (Simon Willison)
• Kirkland & Ellis, the world's highest-grossing law firm, is setting aside $500M to build its own AI platform rather than rely on tools available to its rivals (FT)

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Valve hiked Steam Deck prices by up to $300 as RAMageddon hits consumer electronics. Bloomberg detailed Apple's Siri overhaul ahead of WWDC, Meta rolls out subscription plans for Instagram, Facebook, and WhatsApp, and Oura unveils a 40% smaller Ring 5.

• Valve hikes the Steam Deck OLED's prices due to "rising memory and storage costs": from $549 to $789 for the 512GB model and from $649 to $949 for the 1TB model (The Verge)
• Illustrations based on sources detail Apple's Siri overhaul, including a new UI, a chatbot-style app, and other major iOS 27 changes, ahead of WWDC on June 8 (Bloomberg)
• Meta rolls out Plus plans for Instagram, Facebook, and WhatsApp globally, and tests $7.99/month and $19.99/month Meta AI plans, and a $49.99/month creator plan (TechCrunch)
• Reactor, which says its AI platform can generate video in real-time with near-zero latency, emerges from stealth with a $59M Series A led by Lightspeed (Variety)
• Oura unveils the Oura Ring 5, with a 40% smaller form factor, improved sensing, and repositioned LEDs, on sale from June 4 for $399, up from the Ring 4's $349 (Bloomberg)

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Robinhood launched agentic stock trading, letting users link Claude or Cursor to dedicated accounts. Micron hit $1T market cap in record time on AI memory demand. YouTube now auto-labels AI content, a new coding benchmark crowns GPT-5.5 the clear leader, and Roku overhauls its homescreen.

• Robinhood launches a feature to let users link AI agents, such as Claude or Cursor, to separate, dedicated investment accounts for trading stocks autonomously (WSJ)
• Micron hit a $1T market value for the first time on May 26 after its stock closed up 19.29%, rising from $700B earlier in May, driven by high memory chip demand (CNBC)
• YouTube makes its AI content labels more prominent on desktop and mobile, and will apply them automatically if it detects "significant photorealistic AI use" (Variety)
• Roku launches its first major homescreen overhaul in over a decade, including a large "marquee" ad spot to tout apps or shows, in a bid to drive more engagement (Hollywood Reporter)
• Datacurve releases the DeepSWE coding benchmark, a 113-task test across 91 open-source repositories: GPT-5.5 leads at 70%, GPT-5.4 got 56%, and Opus 4.7 got 54% (VentureBeat)

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Pope Leo XIV released his AI encyclical alongside Anthropic co-founder Chris Olah. Huawei claims it can match 1.4nm chips by 2031, China imposed travel restrictions on AI talent, cybersecurity hiring surged amid the AI "bug-pocalypse," and American Airlines picked Starlink for in-flight Wi-Fi.

• Pope Leo XIV presents Magnifica humanitas, his encyclical on AI, calling for AI regulation, protection for children against hypersexualized AI images, and more (NYT)
• Huawei says it aims to make 1.4nm chips by 2031 using its "LogicFolding" tech, which is based on its new Tau Scaling Law intended to bypass Moore's Law limits (Nikkei)
• Sources: Chinese government agencies begin imposing overseas travel restrictions on individuals involved in advanced AI work, including at Alibaba and DeepSeek (Bloomberg)
• As AI tools like Mythos create a "bug-pocalypse", Glassdoor says Q1 cybersecurity job postings rose 11% YoY, and executive search firms are turning away clients (NYT)
• American Airlines picks SpaceX's Starlink for in-flight Wi-Fi on more than 500 planes; SpaceX already has contracts with United Airlines, Southwest, and others (CNBC)
• Google Fitbit Air review: slim, comfortable, and stylish, robust tracking, seven-day battery life, and cheaper than Whoop, but can only be worn on the wrist (The Shortcut)

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Chris is back! Hear about how he uses AI personally, and how I've been up at 3 am every day for the last month churning out my own vibecoding experiment.

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