Meta’s big new AI model is delayed because they still can’t get to state of the art. The social media addiction trial is winding down. All the video apps are going to end up looking exactly like one another eventually. And, of course, the Weekend Longreads Suggestions.

• Meta Delays Rollout of New A.I. Model After Performance Concerns (NYTimes)
• Lawyers in landmark social media addiction trial make final appeals to the jury (AP)
• Peacock expands into AI-driven video, mobile-first live sports, and gaming (TechCrunch)
• Disney+ is rolling out its TikTok-like ‘Verts’ short-form video feed (TechCrunch)

Weekend Longreads Suggestions:

• Why ATMs didn’t kill bank teller jobs, but the iPhone did (David Oks's Blog)
• James Mason in a cave with a cat (Joel Morris's Substack)

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More AI inspired job cuts. I gotta say, adding AI to Google Maps makes it sound like it might work much, much better. A new entrant into the AI health space. An Iran-war-related hacking takes down a company. And Mark Gurman tells us what to expect from a foldable iPhone.

• Atlassian slashes 10% of workforce to ‘self-fund’ investments in AI and enterprise sales (CNBC)
• You can now ask Google Maps ‘complex, real-world questions’ — and Gemini will answer (The Verge)
• Anthropic’s Claude AI can respond with charts, diagrams, and other visuals now (The Verge)
• Microsoft’s New AI Health Tool Can Read Your Medical Records and Give Advice (WSJ)
• Iran Expands War With Major Cyberattack Against U.S. Company (WSJ)
• Apple’s Foldable iPhone to Feature iPad-Like Interface When Opened (Bloomberg)

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Sources say the US government is investigating Binance around Iranian sanction evasion. Meta is helping authorities worldwide crack down on scammers. YouTube literally now is, officially, the biggest media entity in the world. And the legal way to listen to full songs right inside of TikTok.

• Justice Department Probes Iran’s Use of Binance to Evade Sanctions (WSJ)
• Meta, Thai police shut down 150,000 scam accounts (Axios)
• Anthropic is launching a new think tank amid Pentagon blacklist fight (The Verge)
• YouTube Lays Claim to Another Crown: The World’s Largest Media Company (THR)
• Nintendo Shares Soar 10% as Surprise Hit Pokémon Game Lifts Mood (Bloomberg)
• TikTok Teams With Apple Music to Allow Users to Stream Full Songs (Variety)

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Meta moves for the social network for AI bots. Code Review for Claude Code seems to be like another revolution for the software development industry. Yan LeCun raises the biggest European seed round of all time. And the MacBook Neo… worth investing in or not?

• Exclusive: Meta hires duo behind Moltbook (Axios)
• OpenAI and Google employees rush to Anthropic’s defense in DOD lawsuit (TechCrunch)
• This new Claude Code Review tool uses AI agents to check your pull requests for bugs - here's how (ZDNet)
• Amazon holds engineering meeting following AI-related outages (FT)
• Yann LeCun’s AI start-up raises more than $1bn in Europe’s largest seed round (FT)
• MacBook Neo review: the Mac for the masses (The Verge)

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Anthropic is fighting the government in court. Microsoft is turning to Anthropic to get agentic in all its productivity products. A big new hyperscaler startup has raised a monster round. And could the war with Iran be something that could pop the AI bubble?

• Anthropic is suing the Department of Defense (The Verge)
• Microsoft announces Copilot Cowork with help from Anthropic — a cloud-powered AI agent that works across M365 apps (VentureBeat)
• Nscale Raises $2 Billion and Adds Sandberg, Clegg to Board (Bloomberg)
• Iran War Imperils $300 Billion in Gulf AI Spending (The Information)
• When Using AI Leads to “Brain Fry” (HBR)

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Dario might need some message discipline as Anthropic is officially designated a risk by the US government. GPT-5.4 is here. Oracle is considering laying off a ton of people and Softbank is considering taking on a ton of debt, both for the same reason. An early warning system for AI job destruction. And, of course, The Weekend Longreads Suggestions.

• Anthropic says it will challenge Defense Department's supply chain risk designation in court (Engadget)
• Anthropic CEO apologizes for lashing out at Trump as he gears up for court battle with Pentagon (NYPost)
• OpenAI’s new GPT-5.4 model is a big step toward autonomous agents (The Verge)
• Oracle Plans Thousands of Job Cuts in Face of AI Cash Crunch (Bloomberg)
• SoftBank Seeks Record Loan of Up to $40 Billion for OpenAI Stake (Bloomberg)
• Anthropic launches AI job destruction detector (Axios)
• Labor market impacts of AI: A new measure and early evidence (Anthropic)

Weekend Longreads Suggestions:

• SpaceX: the final frontier of IPOs (FT)
• Who needs data centers in space when they can float offshore? (TechCrunch)

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Is the long war between Google and Epic Games finally over? OpenAI wants you to know its revenue numbers are also stellar. Maybe ChatGPT isn’t so great at medical advice. Maybe the chip shortage isn’t great for Nintendo specifically. And maybe the MacBook Nano isn’t great for the Windows ecosystem generally.

• Google Revamps Android App Stores to Resolve Antitrust Claims (Bloomberg)
• Tim Sweeney signed away his right to criticize Google until 2032 (The Verge)
• Google’s AI-powered workspace is now available to more users in Search (The Verge)
• OpenAI Tops $25 Billion in Annualized Revenue as Anthropic Narrows Gap (The Information)
• ChatGPT Health 'under-triaged' half of medical emergencies in a new study (NBC News)
• Nintendo Switch 2 Users Face Storage Woes as Memory Crisis Bites (Bloomberg)
• I can't believe it: Apple’s $599 MacBook Neo just lit a monstrous fire under the Windows laptop market — Microsoft better be panicking (Windows Central)

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Apple unveils its Chromebook sort of competitor, the MacBook Neo. Anthropic might be the fastest growing startup in history. Polymarket will no longer let you bet on thermonuclear war. Sony will no longer plans to release its big single-player PlayStation 5 games on PC.

• Apple announces $599 MacBook Neo running A18 Pro chip — budget laptop features 16-hour battery and comes in fun colors (Tom's Hardware)
• MacBook Neo hands-on: Apple's $599 laptop feels shockingly great (Engadget)
• Anthropic’s Claude hits No. 1 on Apple’s top free apps list after Pentagon rejection (CNBC)
• Exclusive: Anthropic investors push to de-escalate Pentagon clash over AI safeguards, sources say (Reuters)
• Polymarket shelves nuclear detonation markets after outcry (CoinDesk)
• Sony Pulls Back From PlayStation Games on PC (Bloomberg)
• A Possible US Government iPhone-Hacking Toolkit Is Now in the Hands of Foreign Spies and Criminals (Wired)

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Apple continues its week of product refreshes, now with MacBooks, now with new M5 Pro and M5 Max chips. People continue to get rich frontrunning news on the betting markets. And Sam Altman says, no, sorry, we rushed things. The government swears it won’t use our AI for mass surveillance after we asked them nicely not to.

• Apple announces M5 MacBook Air with 2x storage, $1099 starting price (9to5Mac)
• Apple Unveils MacBook Pro Featuring M5 Pro and M5 Max Chips With New Fusion Architecture (MacRumors)
• Apple unveils M5 Pro and M5 Max chips with new ‘Fusion Architecture’ (TechCrunch)
• Polymarket Iran Bets Hit $529 Million as New Wallets Win Big (Bloomberg)
• Google unveils cost-efficient AI model Gemini 3.1 Flash-Lite (SeekingAlpha)
• Audible Launches Cheaper Plan to Appeal to Streaming Audiences (Bloomberg)
• OpenAI makes changes to ‘opportunistic and sloppy’ Pentagon deal (Financial Times)

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Apparently, it’s going to be a week of Apple updates and it kicks off with the iPhone 17e and an M4 iPad Air. AWS service is struggling in the Middle East. An important ruling in terms of AI copyright. Anthropic makes it easy to switch to Claude. And what exactly went on with that whole Pentagon/Anthropic dispute.

• ⁠Apple announces the iPhone 17E⁠ (The Verge)
• ⁠Apple speeds up the iPad Air with an M4 upgrade, starting at $599 ⁠(TechCrunch)
• ⁠Amazon's cloud unit reports fire after objects hit UAE data center ⁠(Reuters)
• ⁠US Supreme Court declines to hear dispute over copyrights for AI-generated material⁠ (Reuters)
• ⁠Anthropic's Claude can now absorb your past conversations with other AI chatbots⁠ (Engadget)
• ⁠Inside Anthropic’s Killer-Robot Dispute With the Pentagon⁠ (The Atlantic)

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I’ve got everything for you today. OpenAI closed its round. Anthropic draws a line with the Pentagon and Sam Altman supports it. A huge AI inspired layoff round, maybe. Netflix walks away from the deal, and, of course, The Weekend Longreads Suggestions.

• OpenAI announces $110 billion funding round with backing from Amazon, Nvidia, SoftBank (CNBC)
• Sam Altman says OpenAI shares Anthropic's red lines in Pentagon fight (Axios)
• Employees at Google and OpenAI support Anthropic’s Pentagon stand in open letter (TechCrunch)
• Block shares soar as much as 24% as company slashes workforce by nearly half (CNBC)
• Netflix ditches deal for Warner Bros. Discovery after Paramount’s offer is deemed superior (CNBC)

Weekend Longreads Suggestions:

• The Looming Taiwan Chip Disaster That Silicon Valley Has Long Ignored (NYTimes)

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