Musk v. Altman went to closing arguments, with Musk's lawyer hammering Altman's credibility while OpenAI says Musk has no evidence. Google tests cutting free Gmail storage to 5GB, Meta opens Ray-Ban Display to developers, OpenAI brings Codex to mobile, and xAI launches Grok Build.

• ⁠Musk v. Altman: in closing arguments, Musk's attorney doubled down on claims of Altman's untrustworthiness, while OpenAI's lawyer said Musk has no evidence⁠ (AP)
• ⁠Google confirms a new storage policy test, after some users reported that new Gmail accounts get 5GB, not 15GB, of free storage if they don't add a phone number⁠ (Android Authority)
• ⁠Meta rolls out new features for its Ray-Ban Display glasses, including neural handwriting support for all users, and opens the device to third-party developers⁠ (The Verge)
• ⁠OpenAI adds remote access to Codex in the ChatGPT mobile app, letting users control Codex sessions running on a computer directly via iOS, iPadOS, and Android⁠ (9to5Mac)
• ⁠xAI launches Grok Build, an agent and CLI for coding, building apps, and automating workflows, in early beta, available first for SuperGrok Heavy subscribers⁠ (Bloomberg)

• ⁠OpenEvidence, an AI clinical tool, is now used by ~65% of US doctors across 27M clinical encounters per month, becoming an AI-era equivalent of consulting a colleague⁠ (NBC News)
• ⁠Janitor AI, a romantic fantasy roleplay chatbot site run by three men, claims 2.5M DAUs and 15M total users, with 70–80% identifying as women⁠ (Forbes)

Longreads

• ⁠OpenEvidence, an AI clinical tool, is now used by ~65% of US doctors across 27M clinical encounters per month, becoming an AI-era equivalent of consulting a colleague⁠ (NBC News)
• ⁠Janitor AI, a romantic fantasy roleplay chatbot site run by three men, claims 2.5M DAUs and 15M total users, with 70–80% identifying as women⁠ (Forbes)

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OpenAI is weighing legal action against Apple over a Siri integration it says fell far short. Cerebras opened at $350 in the largest US tech IPO since Uber. Mythos helped researchers crack macOS security, Anthropic restores OpenClaw access with Agent SDK credits, and 71% of Americans oppose local data centers.

• Sources: OpenAI is weighing legal action against Apple after expectations that ChatGPT's Siri integration would generate billions in revenue fell short (Bloomberg)
• Security researchers used Anthropic's Mythos to discover a privilege escalation exploit in macOS, circumventing Apple's Memory Integrity Enforcement in five days (WSJ)
• Cerebras opens at $350, valuing the chipmaker at $100B+, after raising $5.5B by selling 30M shares at $185, the largest US tech IPO since Uber's debut in 2019 (CNBC)
• Anthropic unveils Claude Agent SDK credits for paid plans, which users can allocate for programmatic use of third-party agents like OpenClaw, starting June 15 (VentureBeat)
• AT&T, T-Mobile, and Verizon sign an "agreement in principle" to form a joint venture that aims to end wireless dead zones in the US, without giving many details (The Verge)
• Gallup: 71% of Americans oppose local AI data center construction, citing water and electricity issues, with opposition higher among Democrats than Republicans (Washington Post)

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Google unveiled Googlebook, merging ChromeOS and Android into a unified laptop OS shipping this fall. WhatsApp launches Incognito Chat for private AI conversations. Anthropic's revenue run-rate is on track to hit $50B by end of June, and Anduril raised $5B at a $61B valuation.

• Google unveils Googlebook, its new laptop lineup featuring a unified OS merging ChromeOS and Android, with devices from Dell, HP, and others coming this fall (ZDNet)
• Google also unveiled Gemini Intelligence, bundling existing and new Gemini features, including task automation across apps and letting users vibe code Android widgets (The Verge)
• WhatsApp launches Incognito Chat, an AI chat mode built on Private Processing that Meta says lets users talk to AI without Meta being able to access the chats (Wired)
• Investor docs: Anthropic's revenue run-rate is on track to hit $50B by the end of June; Ramp says more of its customers now use Anthropic than OpenAI, a first (WSJ)
• Anduril raised a $5B Series H led by Thrive and a16z at a $61B valuation, up from $30.5B in June 2025, taking its total funding to $6.82B, and could IPO in 2027 (NYT)
• Richard Socher's Recursive Superintelligence raised $650M+ from GV, Greycroft, Nvidia, AMD, and others at a $4B valuation to pursue "recursive self-improvement" (NYT)

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Instructure cut a deal with ShinyHunters to return stolen Canvas data, without disclosing the terms. eBay rejected GameStop's $56B bid as "neither credible nor attractive." OpenAI launches Daybreak for cybersecurity, Amazon employees game AI usage targets, and Mira Murati's first model drops.

• Instructure reaches a deal with hackers who breached its Canvas edtech platform to return stolen data and destroy copies, without saying what it gave in return (NYT)
• eBay rejects GameStop's $56B takeover offer, saying the unsolicited bid is "neither credible nor attractive", in a letter from eBay Chairman Paul Pressler (Bloomberg)
• OpenAI launches Daybreak, a cybersecurity initiative integrating AI models and Codex Security to help organizations patch vulnerabilities (TestingCatalog)
• Sources: some Amazon employees are using in-house OpenClaw-like tool MeshClaw for unnecessary tasks to inflate AI token use after Amazon set weekly AI targets (FT)
• AppMagic: Grok downloads fell to ~8.3M in April, from a high of 20M+ in January; Recon Analytics: Grok's paid adoption in the US remains nearly flat YoY in Q2 (WSJ)
• Thinking Machines Lab details interaction models, which can think and respond in real time, letting users and AI interact continuously for better collaboration (Thinking Machines Lab)

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Google reported the first known case of hackers using AI to discover and weaponize a zero-day vulnerability. OpenAI launched a $4B+ deployment company and acquired Tomoro. Apple plans Liquid Glass refinements for macOS 27, TikTok rolls out an ad-free tier in the UK, and Ben Thompson argues agentic inference will reshape compute.

• Google's TIG reports the first known example of hackers using AI to discover and weaponize a zero-day; TIG's chief analyst says "this is the tip of the iceberg" (NYT)
• The 90-day vulnerability disclosure policy is dead, as LLMs compress bug finding and exploit development time, and critical issues must be patched immediately (Himanshu Anand)
• OpenAI launches the OpenAI Deployment Company with a $4B+ investment to help organizations build and deploy AI systems, and acquires AI consulting firm Tomoro (Reuters)
• Sources: Apple is working on a "slight redesign" for macOS 27 to address Liquid Glass issues and plans a feature to automatically group Safari tabs in "27" OSes (Bloomberg)
• TikTok is rolling out TikTok Ad-Free, a £3.99-per-month subscription for UK accounts aged 18 or older "over the coming months", after testing the option in 2023 (TechCrunch)
• Agentic inference is set to be different than today's inference, and will change compute infrastructure because speed won't matter when humans aren't involved (Stratechery)

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Nintendo raised the Switch 2 price to $500 amid a global memory shortage. ShinyHunters forced Canvas offline during finals season. Researchers found 5,000+ insecure vibe-coded apps, Mozilla credits Mythos for 423 Firefox bug fixes in April, and France escalates its Musk probe.

• Nintendo says it will increase the price of the Switch 2 globally on September 1, from $450 to $500 in the US, and the price of the original Switch in Japan (Bloomberg)
• Instructure disables its Canvas edtech platform, used by thousands of schools, universities, and companies, amid a data extortion attack claimed by ShinyHunters (Krebs on Security)
• Researchers: 5,000+ web apps built using AI coding tools like Lovable, Base44, and Replit have little to no authentication, and ~40% exposed sensitive data (Wired)
• Mozilla says Anthropic's Mythos Preview and other AI models helped it identify and ship 423 Firefox security bug fixes in April, compared to 31 a year earlier (TechCrunch)
• French prosecutors escalate an investigation into Elon Musk and X, focused on alleged algorithmic manipulation and sexual deepfakes, to a criminal probe (CNBC)

Longreads

• Anthropic co-founder Jack Clark explains why there's a 60%+ chance of AI systems autonomously building their successors by 2029 and the consequences of automated AI R&D (Import AI)
• How Delta SkyMiles and airline loyalty programs turned carriers into fintech companies with wings, and why most airlines couldn't survive without them (NY Mag)

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Dario Amodei revealed Anthropic could grow 80x in 2026, and the company signed a deal with SpaceX for 300MW of compute from Colossus 1. Musk dissolved xAI into SpaceX. Google launches the $100 Fitbit Air, and HubSpot's founder coins "strategic illegibility."

• At Code with Claude, Dario Amodei said Anthropic had planned to grow ~10x in 2026 but could grow 80x, calling its growth rate "crazy" and "too hard to handle" (NYT)
• Anthropic signs a deal with SpaceX for 300MW+ of compute from Colossus 1 in Memphis, accessing 220,000+ Nvidia GPUs within the month (Bloomberg)
• Musk says xAI will be "dissolved as a separate company" and will become "SpaceXAI, the AI products from SpaceX" (Spyglass)
• Google launches the $100 Fitbit Air, a Whoop-like screenless wearable, with Gemini-powered features like Google Health Coach, available May 26 (Engadget)
• As founders race to make their companies "legible" to AI, they must keep the things that make them hard to copy "illegible", or risk commoditizing their moat (Brian Halligan)

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Corning and Nvidia partnered to open three optical manufacturing plants in the US, with Nvidia investing up to $2.7B. Morgan Stanley launched crypto trading on ETrade, Google tests a personal agent called Remy, and Meta builds an OpenClaw-inspired agent called Hatch.*

• Corning and Nvidia partner to open three advanced manufacturing plants in North Carolina and Texas dedicated to optical tech for Nvidia, creating 3,000+ jobs (CNBC)
• Morgan Stanley rolls out a crypto trading pilot on E*Trade, charging less than Coinbase, Robinhood, and Charles Schwab, ahead of a wider launch later in 2026 (Bloomberg)
• Sources and a document: Google is testing a "personal agent" codenamed Remy in the Gemini app that integrates with Google services to take actions for users (Business Insider)
• Sources: Meta is building an OpenClaw-inspired agent, internally called Hatch and powered by its Muse Spark model, and an agentic shopping tool in Instagram (The Information)
• OpenAI partners with Microsoft, AMD, Broadcom, Nvidia, and Intel researchers to detail the Multipath Reliable Connection (MRC) protocol to help scale compute (The Deep View)

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The Trump administration discussed an EO to form an AI oversight working group, a stark reversal from its hands-off approach. Apple explored using Intel and Samsung to make chips in the US, Coinbase cut 14% of its workforce, and OpenAI fast-tracks an AI phone for 2027.

• Sources: the Trump administration is discussing an EO to form an AI working group that would examine AI oversight procedures, like vetting models before release (NYT)
• Sources: Apple held exploratory talks with Intel and Apple executives visited a Samsung plant in Texas to explore producing core chips for its devices in the US (Bloomberg)
• Coinbase CEO Brian Armstrong announces the company is cutting ~700 jobs, or ~14% of its global workforce, to reduce costs, saying "AI is changing how we work" (Reuters)
• Meta is using AI on Facebook and Instagram to detect under-13 users by analyzing bone structure, height, and visual cues, but says it's "not facial recognition" (The Verge)
• Kuo: OpenAI appears to be fast-tracking its AI agent phone with two NPUs and a custom MediaTek Dimensity 9600 SoC, targeting mass production as early as H1 2027 (Ming-Chi Kuo)
• ElevenLabs raised $550M+ in its Series D, up from a previously announced $500M, adding BlackRock, Nvidia, and others as investors; its ARR passed $500M in Q1 (Tech.eu)
• Source: YC owns ~0.6% of OpenAI, which was seeded by a YC offshoot called YC Research in 2016; at OpenAI's current $852B valuation, the stake is worth $5B+ (Daring Fireball)

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GameStop made an unsolicited ~$56B bid for eBay as Ryan Cohen eyes a commerce empire. Anthropic finalizes a $1.5B JV with Blackstone and Goldman Sachs, Amazon opens its logistics network to outside companies, and a Harvard study finds AI outperforms ER doctors at triage.

• 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's closing price (WSJ)
• 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 (WSJ)
• Amazon debuts Supply Chain Services, which lets companies use its logistics network to move, store, and deliver everything from raw materials to final products (Reuters)
• 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 (WSJ)
• Study: OpenAI's o1 correctly diagnosed 67% of emergency room patients using electronic records and a few sentences from nurses, vs. 50-55% for triage doctors (The Guardian)

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Apple beat Q2 estimates and forecast strong Q3 growth as the MacBook Neo and Mac Mini sell out. The Senate unanimously banned prediction market trading for senators, Intel closed its best month ever at +114%, and Musk admitted xAI "partly" distilled OpenAI models.

• Apple forecasts Q3 revenue above estimates, with sales expected to rise between 14% and 17%, and says memory expenses will climb "significantly higher" in Q3 (Bloomberg)
• Amazon debuts "Join the chat", an AI-powered feature that lets users ask questions about products and get conversational audio responses generated in real time (TechCrunch)
• The US Senate unanimously passed a rule barring senators from trading on prediction markets like Kalshi and Polymarket, amid rising concern over insider trading (CNBC)
• Musk v. Altman: when asked whether xAI has distilled OpenAI models, Elon Musk says the claim is "partly" true (Wired)
• Intel's stock jumped 114% in April, hitting a record on April 24 and lifting its market cap past $470B, closing out the chipmaker's best month on record (CNBC)

Longreads

• Talkie-LM: what happens when you train a language model exclusively on text from before 1930? Can it predict the future or independently rediscover General Relativity? (Talkie-LM)

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