Bedrock
Microsoft's seven-year exclusive cloud deal with OpenAI ended Monday. On Tuesday, OpenAI's models went live on AWS Bedrock — alongside Anthropic, Mistral, and Llama — the same day OpenAI revealed it missed its 1B weekly active user goal and multiple monthly revenue targets. The moat that defined AI infrastructure for a generation just dissolved in 48 hours.
A US judge seated a nine-person jury in the Musk v. Altman trial at a federal courthouse in Oakland, California; Sam Altman and Greg Brockman were in attendance
The nine-person jury was seated on Monday in the high-stakes legal battle between longtime friends turned rivals Elon Musk and Sam Altman …
Microsoft and OpenAI amend their deal to let OpenAI serve all its products across any cloud provider; Microsoft will no longer pay a revenue share to OpenAI
Amended agreement provides long-term clarity. — The rapid pace of innovation requires us to continue to evolve our partnership to benefit our customers and both companies.
Musk v. Altman: Musk testifies he's suing OpenAI because “it is not okay to steal a charity” and its pivot sets a concerning precedent for philanthropic efforts
Arguments Begin in Musk, Altman Showdown — Video Player is loading. — Unmute — Current Time 0:00 Loaded: 17.06% Playback Rate
Q&A with Sam Altman and AWS CEO Matt Garman about OpenAI's new partnership with AWS, Bedrock Managed Agents, Trainium chips, and more
As I noted yesterday, today's Stratechery Interview is early in terms of my timing — Tuesday instead of Thursday — and late in terms of delivery …
Musk v. Altman: the judge asks Elon Musk and Sam Altman to “control your propensity to use social media to make things worse outside this courtroom”
The judge overseeing a high-profile court case between Elon Musk and OpenAI has asked the tech executives involved …
Taylor Swift's TAS Rights Management files applications to trademark the singer's image and “sound marks”, aiming to protect her against threats posed by AI
Taylor Swift has filed new trademark applications to protect her voice and image. — The filings, made on April 24 …
Source: Google signed a deal allowing the US DOD to use Google's AI for “any lawful government purpose”; Google says the agreement amends an existing contract
Google and the Department of Defense signed a deal allowing the Pentagon to use Google's AI models on classified work …
GitHub says all Copilot plans will move to usage-based billing on June 1, replacing premium requests with monthly GitHub AI Credits
Starting June 1, your Copilot usage will consume GitHub AI Credits. — TL;DR: Today, we are announcing that all GitHub Copilot plans will transition to usage-based billing on June 1, 2026.
Apple says iOS, iPadOS, macOS, tvOS, and visionOS developers can offer monthly subscriptions with a 12-month commitment from May, except in the US and Singapore
Apple today announced the launch of a new subscription option for App Store developers: monthly subscriptions with a 12-month commitment.
Leaked renders based on photos of Samsung's codenamed Jinju smart glasses, expected to launch in 2026, show a design that looks like the Ray-Ban Meta glasses
Add Android Headlines as a preferred source on Google — Samsung's next Android XR product is reportedly a pair of smart glasses codenamed …
Sources: OpenAI missed an internal goal of reaching 1B weekly active ChatGPT users by 2025's end, and missed multiple monthly revenue targets earlier in 2026
The company's CFO and board have questioned the wisdom of massive data-center spending in the face of slowing growth
AI researchers launch talkie, a 13B vintage language model trained on historical texts and with a 1930 cutoff, to see if it can replicate scientific discoveries
Why vintage language models? — Have you ever daydreamed about talking to someone from the past? What would you ask someone with no knowledge of the modern world?
Many US rural communities oppose adding AI infrastructure; Pew says 67% of planned data centers are rural, while 87% of existing data centers are in urban areas
Many rural communities are viscerally opposed to AI infrastructure, putting them at odds with the White House In Tazewell County …
Sources: Meta is preparing to have to unwind its $2.5B Manus acquisition after China banned the transaction; Manus investors have already received their returns
The ban sends a message that China is intent on keeping its AI knowledge within the country — Meta Platforms is preparing …
Spotify reports Q1 revenue up 8% YoY to €4.53B, MAUs up 12% YoY to 761M, above 759M est., and forecasts Q2 operating income below est.; SPOT closes down 12.43%
Spotify Technology SA, the music streaming leader, added slightly more users than analysts' expected in the first quarter …
Xiaomi open sources MiMo-V2.5 and MiMo-V2.5-Pro under the MIT License, saying both models are among the most efficient available for agentic “claw” tasks
Xiaomi, the Chinese firm best known for its smartphones and electric vehicles, has lately been shipping some incredibly affordable …
AWS launches a desktop app for its Amazon Quick AI assistant, letting users connect their tools and local files to build custom apps, live dashboards, and more
Amazon Quick brings a personal AI assistant to your desktop. Build presentations, intelligent dashboards, and more.
An analysis of Internet Archive data: by mid-2025, ~35% of newly published websites since ChatGPT's launch in November 2022 were AI-generated or AI-assisted
Researchers found the internet is becoming aggressively positive as AI-generated text floods the web.
FTC: Americans reported losing $2.1B to social media scams in 2025, with $794M originating on Facebook; WhatsApp and Instagram were a “distant” second and third
Love, investments, and shopping scams were the most common — Social media scams caused Americans to lose $2.1 billion in 2025 …
Q&A with Evan Spiegel on why distribution is now the most important moat in consumer tech, investing in Specs, 2026 as a “crucible” moment for Snap, and more
Snap's co-founder on why only two consumer apps broke through in 15 years, how every major Snapchat feature was cloned …
OpenAI releases Symphony, an open-source spec for agent orchestration that turns a project-management board like Linear into a control plane for coding agents
Six months ago, while working on an internal productivity tool, our team made a controversial (at the time) decision: we'd build our repo with no human-written code.
Layoffs.fyi: companies announced layoffs affecting 45,800 tech employees in March, making it the worst month for reported tech job cuts in at least two years
Layoffs might lift some efficiency measures, but there are other considerations — Tech companies are rushing to trade their people for more chips.LinkedIn:Georg Zoeller.
Anthropic partners with Blender, Autodesk, Adobe, Ableton, and others to launch connectors that integrate Claude directly into professional creative workflows
Creative professionals look to technology to expand what's possible in their work. Claude can't replace taste or imagination …
Nvidia launches Nemotron 3 Nano Omni, an open multimodal model with a 30B-A3B hybrid MoE architecture; the Nemotron 3 family saw 50M+ downloads in the past year
Nvidia Corp. today launched a powerful reasoning artificial intelligence model that unifies text, vision and speech …
Senate Democrats seek an ethics provision in a landmark crypto bill to crack down on the Trump family's crypto businesses, setting up a clash with Republicans
The debate over the bill is giving Democrats a powerful point of leverage over one of the president's marquee financial policy priorities.
Google launches Ask YouTube, a conversational AI search “experiment” that generates pages with videos and text summaries, for Premium users in the US aged 18+
‘Ask YouTube’ is a new way to search that generates an AI Mode-like page of information.
Sources: Apple plans an AI overhaul for photo editing in iOS 27, including using on-device AI models to extend, enhance, and reframe photos
Apple Inc. is planning a major overhaul of the built-in photo-editing features for the iPhone, iPad and Mac, leaning heavily on artificial intelligence to better compete with Android devices.
Australia unveils a draft News Bargaining Incentive scheme that imposes a 2.25% levy on local revenues for platforms; Meta says the government is “simply wrong”
Google also rejects need for reform after Albanese government reveals draft news bargaining incentive scheme
The founder of car rental platform PocketOS says a Cursor agent using Claude Opus 4.6 accidentally deleted a production database while in a staging environment
Sources and memos: Tencent employees used Claude Code to assist them with evaluating and fine-tuning the company's new Hy3 model to improve its performance
Chinese tech giant Tencent's latest AI model has generated positive reviews from developers. But the company probably owes some of that success to Anthropic.
Snap launches AI Sponsored Snaps, a conversational ad format in Snapchat's Chat tab that lets users talk to brand-specific AI agents for product recommendations
Snapchat announced on Tuesday that it's rolling out “AI Sponsored Snaps,” which will allow users to interact directly with brands' AI agents.
Amazon says it will expand its Amazon Now quick commerce service from Delhi, Mumbai, and Bengaluru to 100 Indian cities, backed by 1,000+ fulfillment centers
True Anomaly, which makes autonomous spacecraft and software for the US Space Force, raised a $650M Series D at a $2.2B valuation, bringing total funding to $1B
True Anomaly, a Colorado-based startup building space interceptors for President Donald Trump's sweeping Golden Dome project …
The FIDO Alliance launches two working groups to establish industry standards for securing AI agent transactions; Google contributes the Agent Payments Protocol
AI agents may soon be buying your stuff for you. The FIDO Alliance has teamed up with Google and Mastercard to try to ensure …
More than 600 Google employees, including many from DeepMind, sign a letter to Sundar Pichai demanding he bar the DOD from using Google's AI for classified work
“The only way to guarantee that Google does not become associated with such harms is to reject any classified workloads. Otherwise, such uses may occur without our knowledge or the power to stop them...
Bengaluru-based Snabbit, an on-demand home services startup, raised a $56M Series D, a source says at a ~$350M valuation, up from $180M in October 2025
Spotify partners with Peloton to offer Premium subscribers access to curated playlists and 1,400+ ad-free fitness classes, its first foray into fitness content
Some jurors selected in the Musk v. Altman trial expressed negative feelings about Elon Musk and AI, but assured the court they would put these concerns aside
OpenAI CEO Sam Altman and president Greg Brockman were spotted in the security line inside the courthouse this morning, but Elon Musk was nowhere to be found.
Microsoft and OpenAI remove a clause that would have given Microsoft IP rights until OpenAI achieved “AGI”; Microsoft retains use of OpenAI's models until 2032
Aaron Holmes /The Information:
OpenAI publishes a five-principle framework for AGI development, pledging to resist concentrating AI power and to collaborate with companies and governments
Elon Musk boosts an X post by Ronan Farrow promoting his New Yorker article on Sam Altman's alleged deceptions, as Musk's lawsuit against OpenAI heads to trial
Ineffable Intelligence, founded by ex-Google DeepMind Principal Scientist David Silver, raised a $1.1B seed at a $5.1B valuation to build AI “superlearners”
Lovable launches its AI coding app on iOS and Android, letting users code via voice or text AI prompts, and allowing them to switch between a PC and mobile
Apple's recent crackdown on vibe-coding apps hasn't held up Lovable's launch of its no-code AI app builder, which is now available …
Seagate reports Q3 revenue up 44% YoY to $3.11B, vs. $2.96B est., and forecasts Q4 revenue and adjusted EPS above estimates; STX jumps 13%+ after hours
Seagate Technology (STX.O) forecast fourth-quarter revenue and profit above Wall Street expectations on Tuesday, betting on strong demand …
Archaeologists and researchers at Pompeii used AI for the first time to digitally reconstruct the face of a man killed in the AD 79 eruption of Mount Vesuvius
Match Group invests $100M in Seattle-based Sniffies, a web-only platform for queer men with ~3M MAUs worldwide, paving the way for a possible acquisition
Match Group Inc., whose dating-app portfolio includes brands like Hinge, Tinder and Match.com, is investing $100 million in Sniffies …
Kpler, an online analytics platform tracking global maritime traffic and energy flows, says it has gained millions of users since the Iran war began in February
Sources: Polymarket has discussed lifting the prohibition on US-based customers with the CFTC, as it seeks to bring its main exchange back to the US
The EU unveils new proposals under the DMA aimed at opening up Android to rivals' AI services; Google says the measures are “unwarranted intervention”
As Russia throttles popular apps and intermittently cuts off internet access, ordinary citizens, politicians, TV stars, and others criticize the restrictions
From beauty influencers to the token political opposition, Russians are openly questioning President Vladimir V. Putin's moves to hamstring access.
Study: ~3% of Polymarket accounts drove most price discovery from 2023 to 2025, suggesting market accuracy comes from the informed minority, not crowd wisdom
Shanghai-based Lightelligence, the first mainland Chinese photonics chipmaker to IPO in Hong Kong, jumps nearly 400% after raising ~$310M in its April 28 debut
Robinhood reports Q1 revenue up 15% YoY to $1.07B, vs. $1.14B est., and crypto revenue down 47% to $134M, vs. $147.6M est.; HOOD drops 6%+ after hours
AWS launches Amazon Connect Decisions and Amazon Connect Talent, which are AI agentic tools aimed at logistics workers and recruiters
South Africa withdraws its first draft national AI policy after revelations that it contained fictitious sources that appeared to have been AI-generated
South Africa has withdrawn its first draft national AI policy after revelations that it contained fictitious sources in its reference list which appeared to have been AI-generated.
China's National Supercomputing Center in Shenzhen unveils the Lingshen project, aiming for 2+ exaFLOPS performance using a domestic-made CPU-only architecture
Good luck with that. … China's National Supercomputing Center in Shenzhen announced the Lingshen supercomputer project …
NXP reports Q1 revenue up 12% YoY to $3.18B, vs. $3.15B est., and forecasts Q2 revenue above estimates; NXPI jumps 13%+ after hours
Letter: Starboard has taken a significant stake in observability company Dynatrace and is pushing for changes to boost the stock; DT jumps 7%+ after hours
South Korea's stock market value surpasses the UK's, after growing 45%+ in 2026 to $4.04T, fueled by a surge in AI-linked tech stocks like Samsung and SK Hynix
Have I Been Pwned: ShinyHunters' breach of ADT exposed the personal data of 5.5M people; ADT previously disclosed data breaches in August 2024 and October 2024
OpenAI describes a report that it has missed internal goals as “prime clickbait” and says its consumer and enterprise businesses are “firing on all cylinders”
Seth Fiegerman /Bloomberg:
Amazon and OpenAI announce an expanded deal that will make OpenAI's models available from AWS, a day after OpenAI revised its Microsoft partnership
Ina Fried /Axios:
Paris-based SquareMind, whose Swan robot uses AI for full-body dermoscopic skin imaging, raised $18M, including a previously undisclosed pre-Series A
Foxconn Industrial Internet, which sells AI servers, reports Q1 revenue up 57% YoY to ~$37B, below $44.5B est., and a record ~$1.5B net income, below $1.8B est.
Foxconn Industrial Internet Co. benefited less than expected from China's artificial intelligence boom as sales and earnings growth fell short of lofty expectations.
Kashable, which lets companies offer “socially responsible” credit and financial wellness programs for employees as a voluntary benefit, raised a $60M Series C
Gartner: US states issued $3.45B in privacy-related fines to companies in 2025, more than the past five years combined, in part due to stronger privacy laws
US prosecutors allege Peter Stokes, a 19-year-old dual US-Estonian citizen known as Bouquet, is a Scattered Spider member; he was arrested in a Helsinki airport
How residents in Archbald, Pennsylvania, home to ~7,000 people, are pushing back against six proposed data center campuses covering ~14% of the town's land
And they are refusing to tell the community what technology firms will occupy the buildings. — Is it any wonder why a nationwide backlash against AI data centers is brewing?Forums:r/law:Building Dat...
Sources: the US Commerce Department last week ordered multiple chip equipment companies to halt some shipments to China's second-largest chipmaker, Hua Hong
Q&A with Bloomberg CTO Shawn Edwards, who says Bloomberg is overhauling the Terminal with chatbot-style interface ASKB, currently open to ~125K users in beta
Sources: at least two China-based funds that back leading AI companies have used parallel fund structures to fundraise from US investors in recent months
Chinese billionaire Chen Tianqiao says his startup MiroMind is adding strict “firewalls” between its Chinese and US businesses, as China blocked Manus' sale
Bloomberg:NEW
GitHub addresses two recent incidents and says it aims to improve reliability amid AI growth, focusing on “availability first, then capacity, then new features”
Vlad Fedorov /The GitHub Blog:NEWForums:Hacker NewsForums:Hacker News:An Update on GitHub Availability
Sources: Google dropped out of a $100M Pentagon challenge to create tech for voice-controlled, autonomous drone swarms, following an internal ethics review
Katrina Manson /Bloomberg: