Seventy-Seven Days
On May 11, OpenAI launched The Deployment Company, a $14B PE-backed joint venture that will compete with Accenture, BCG, Capgemini, and McKinsey on enterprise AI deployment. Seventy-seven days earlier, OpenAI had announced "Frontier Alliances" — a multiyear partnership with the same four firms to do the same thing. Anthropic announced a parallel $1.5B JV with Blackstone, Goldman Sachs, and Hellman & Friedman a week before.
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
Also: The latest on iOS 27 and the truth about the Vision Pro. — Apple is planning design changes …
Apple releases iOS 26.5, introducing end-to-end encryption for RCS messaging in beta with supported carriers; the setting is enabled by default
iOS 26.5 is now available to everyone after six weeks of beta testing. The update adds fresh wallpapers, new features to Apple Maps, and more.
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”
The company said that it had identified, for the first time, hackers using artificial intelligence to discover an unknown bug.
Nvidia embraces the AI investor role in 2026, already making $40B+ in equity commitments so far, including $30B in OpenAI, $3.2B in Corning, and $2.1B in IREN
Nvidia stepped on the gas last year, putting cash into companies up and down the AI infrastructure stack and helping …
The 90-day vulnerability disclosure policy is dead, as LLMs compress bug finding and exploit development time, and critical issues must be patched immediately
Table of Contents — story 2: 30 minutes from patch to exploit — what the industry needs to do (and I am not sugarcoating this)
SEC filing: Cerebras upsizes its IPO to 30M shares at $150-$160 each, up from 28M shares at $115-$125, aiming to raise up to $4.8B at an up to $34.4B valuation
Cerebras Systems Inc. increased the size of its initial public offering, now seeking to raise as much as $4.8 billion …
Discord launches Nitro Rewards, giving Nitro subscribers access to offers from gaming services like Xbox Game Pass and hardware like Logitech G at no extra cost
Discord on Monday unveiled Nitro Rewards, which gives Nitro subscribers access to offers from other gaming and lifestyle brands for no additional cost.
Corporate lawyers say AI-transcribed meeting notes may waive attorney-client privilege, making protected discussions discoverable in lawsuits or investigations
A trendy productivity hack, A.I. note takers are capturing every joke and offhand comment in many meetings.
Sources: Cerebras plans to raise its IPO price range from $115 to $125 per share to $150 to $160 per share, potentially raising ~$4.8B at the top of the range
Cerebras Systems is set to raise the size and price of its initial public offering as soon as Monday, as demand …
Musk v. Altman: Ilya Sutskever testifies that his OpenAI stake is worth ~$7B and he had concerns about Altman for a year before Altman's brief ouster as CEO
OpenAI co-founder and former chief scientist Ilya Sutskever said his stake in the ChatGPT maker is worth roughly $7 billion …
Dua Lipa files a $15M lawsuit against Samsung in California, alleging it used her likeness to sell TVs without paying her and without permission from 2025
Dua Lipa has filed a $15 million lawsuit against Samsung, alleging that the electronics manufacturer used her likeness to sell TVs without paying her and without permission.
A look at Janitor AI, a romantic fantasy roleplay chatbot site run by three men that claims 2.5M DAUs and 15M+ total users, with 70% to 80% identifying as women
Despite its name, Janitor AI isn't selling productivity agents or enterprise copilots; it's serving up interactive erotic content …
Thinking Machines Lab details interaction models, which can think and respond in real time, letting users and AI interact continuously for better collaboration
Today, we're announcing a research preview of interaction models: models that handle interaction natively rather than through external scaffolding.
SoftBank partners with South Korea's Cosmos Lab and DeltaX to mass produce next-gen data center batteries in Sakai, Japan at a scale of 1 GWh/year from FY 2027
SoftBank Group Corp.'s mobile unit said it plans to begin large-scale battery cell manufacturing at its Sakai, Osaka plant to address growing power demand for AI services.
Sources: OpenAI let 600+ current and former employees sell their shares in a $6.6B secondary sale in October 2025; ~75 people cashed out the maximum cap of $30M
Employees waited two years to sell their shares. Then, the company let them unload $30 million.
Chinese state media: CAS Cold Atom Technology has built the 200-qubit Hanyuan-2, the world's first dual-core quantum computer, with a core for error correction
Metrics and peer-reviewed papers seem to be lacking. … CAS Cold Atom Technology, a Wuhan-based firm affiliated …
Microsoft and G42's $1B geothermal-powered data center in Kenya stalls after the government couldn't provide annual payment guarantees that Microsoft requested
A major Microsoft Corp. data center site in East Africa has been delayed by disagreements with the Kenyan government …
Circle raised $222M via the presale of its native Arc token at a $3B valuation; a16z led with a $75M investment, with participation from BlackRock and others
Circle Internet Group has raised $222 million in the presale of Arc, the native token of its new blockchain …
Microsoft's Playground Games says the Forza Horizon 6 leak was not caused by a preload issue and it's taking action against anyone accessing the leaked build
It's a potentially multi-million dollar error. Playground Games uploaded fresh pre-load files to Steam, albeit without encryption.
A look at “YouTube whisperers”, like Paddy Galloway and Mario Joos, a booming class of advisers who help popular YouTube creators grow their channel's audiences
When wildlife TV personality Forrest Galante sat down for his monthly call with YouTube consultant Paddy Galloway, he received some bad news.
Google seems to require Google Play Services for passing next-gen reCAPTCHA on Android, denying de-Googled Android phones and creating surveillance issues
Sources: Digital Asset, which builds Canton Network, a public blockchain with privacy features, is raising ~$300M led by a16z crypto at a ~$2B valuation
Digital Asset Holdings LLC, the company behind a blockchain used among several big banks and trading firms, is raising money …
OpenAI launches the OpenAI Deployment Company with a $4B+ investment to help organizations build and deploy AI systems, and acquires AI consulting firm Tomoro
OpenAI said on Monday it is setting up a new company with more than $4 billion in initial investment to help organizations build …
A look at the legal players in Musk v. Altman: judge Yvonne Gonzalez Rogers, nominated by Obama, Musk attorney Steven Molo, and OpenAI lawyer William Savitt
Trial features jurist known for straight talk and lawyers who have worked on milestone cases — In Silicon Valley's trial of the year …
curl founder Daniel Stenberg says Mythos identified five vulnerabilities in curl, but a manual review found three were false positives and one was “just a bug”
yes, as in singular one. — Back in April 2026 Anthropic caused a lot of media noise when they concluded …
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
NetBlocks: Iran's 70+ day internet blackout is “the longest recorded national internet shutdown in a connected society”, as businesses warn of layoffs, closures
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
You can update your preferences at any time, and it's always possible to switch back to the free version of the app.
Venmo implements a major privacy measure, setting new users' posts to “friends only” by default during onboarding; in 2021, a reporter found Joe Biden's Venmo
As part of a big app redesign, Venmo will change default settings for new users so that posts will be visible only to friends by default.
Cowboy Space, led by Robinhood co-founder Baiju Bhatt to build data centers in orbit, raised a $275M Series B led by Index Ventures at a $2B valuation
A space unicorn started by Baiju Bhatt, the billionaire co-founder of Robinhood Markets Inc., raised $275 million, changed its name …
Inside Consensus Conference, one of the biggest crypto conferences, which had a decidedly corporate sheen in 2026 amid Wall Street's embrace of digital assets
Turkish mobile gaming startup Grand Games raised a $70M Series B led by Balderton Capital, after raising $30M in 2025, taking its total funding to $103M
Q&A with Qualcomm CEO Cristiano Amon on 2026 as the “year of agents”, the smartphone-centric world ending, 6G turning humans into “walking cameras”, and more
Cristiano Amon's pitch is that the smartphone-centric world Qualcomm helped build is coming to an end.
Brookings: clerical and administrative workers, 85%+ of whom are women, are among the most exposed to AI-driven displacement and least equipped to navigate it
Female-dominated clerical work is among the most vulnerable to automation, and labour market losses are already being felt
An Anthropic engineer argues HTML is a better output format for AI agents than Markdown, citing information density, ease of sharing, and two-way interaction
Filing: Wise plans to debut on the Nasdaq as WSE and relist in London for its secondary listing; Wise reports net revenue up 19% YoY to $2.5B in its fiscal year
Wise Group Plc is making its trading debut in the US with a Nasdaq listing as the financial technology firm tries to take advantage …
In a two-week UK High Court trial, Shein accuses Temu of “industrial scale” copyright infringement of its photos; Temu says Shein is suing to stifle competition
Online fast-fashion platform Shein accused Temu of copyright infringement “on an industrial scale” …
The European Commission says it is in ongoing discussions with OpenAI and Anthropic to access their latest AI models; OpenAI is “proactively offering” access
The European Commission is in ongoing discussions with U.S. artificial intelligence giants OpenAI and Anthropic, a spokesperson said on Monday.
Musk v. Altman: Satya Nadella says Elon Musk never contacted him with concerns that Microsoft's investments in OpenAI violated any special terms or commitments
internal emails revealed in courtNBC Bay Area:OpenAI trial live updates: Microsoft CEO Satya Nadella takes the standSamriddhi Srivastava /People Matters:Why Microsoft CEO Satya Nadella is being called...
GitLab announces layoffs, saying they are “not an AI optimization or cost cutting exercise”, and plans to cut the number of countries it operates in
GitLab Inc., which makes software that helps developers on coding projects, said it is cutting jobs to free up money to spend …
Israeli startup Frame Security, which protects organizations from AI-powered social engineering attacks, emerges from stealth with $50M led by Index and others
The Israeli firm aims to modernize security awareness training as AI makes cyberattacks more convincing and scalable.
Experian says 40% of the 5,000 data breaches it serviced in 2025 were AI-powered, and predicts agentic AI will be the leading cause of data breaches in 2026
Sources: German defense tech startup Helsing is set to raise $1.2B led by Dragoneer and Lightspeed at a valuation of about $18B, up from $14B in June 2025
Texas AG Ken Paxton sues Netflix for allegedly spying on consumers by collecting their data without consent, and designing its platform to be addictive
Netflix (NFLX.O) was sued on Monday by Texas Attorney General Ken Paxton, who accused the streaming company of spying on consumers …
Sources: Kuaishou plans to spin off its Kling AI video unit for an IPO in 2027 and is seeking a $20B valuation in pre-IPO funding talks with potential investors
Chinese social media giant Kuaishou Technology is planning to spin off its Kling AI video business ahead of an initial public offering next year …
Sources: the White House's Office of the National Cyber Director and Commerce Department's CAISI are fighting over which agency should lead AI model evaluations
As the White House grapples with cybersecurity threats from artificial intelligence models, intelligence officials want sway in AI policy overseen by Commerce.
A profile of Anduril CEO Brian Schimpf, a Palantir alum and self-identified Democrat, as Anduril's defense tech shakes up the US military-industrial complex
Sources: Masayoshi Son has held talks with French President Emmanuel Macron about unveiling a multibillion-dollar AI data center project in the coming weeks
SoftBank Group Corp. founder Masayoshi Son has held talks about unveiling an ambitious French AI data center project …
Paris-based Lithosquare, which uses AI to speed up discovery of critical mineral and metal deposits, raised a $25M seed led by World Fund and Kindred Capital
Most of the tech on display at 2026's Border Security Expo was autonomous and AI-equipped, driven by the Trump administration's focus on US border security
NYC-based Reserv, which provides software and AI-powered claims processing tech for property and casualty insurers, raised a $125M Series C led by KKR
An analysis of US DOL data: the IT sector's unemployment rate rose from 3.6% in March to 3.8% in April, as the sector shed 13,000 jobs amid AI uncertainty
Digg relaunches as an aggregator of AI news and social media commentary, with plans to expand to other topics; its previous reboot shut down in March
Source: Robinhood has filed confidentially for its second publicly traded venture fund, Robinhood Venture Fund II, focusing on early-stage startups
Robinhood has filed confidentially for its second publicly traded venture fund, roughly two months after taking its first one to market, Axios Pro has learned.
Executives at Palantir, whose stock is up ~16x since its AI platform's 2023 debut, often decry other AI as slop, as competition from frontier AI labs stiffens
Google's TIG says it likely thwarted the use of an AI-generated zero-day in a “mass exploitation event” and tools like OpenClaw are being used to find exploits
Samantha Subin /CNBC: