Techmeme
May 12, 2026, 7:20 PM
 

May 12, 2026

6:35 PM  •
Lily Hay Newman / Wired:  Foxconn says some of its North American factories suffered a cyberattack in recent days; ransomware group Nitrogen claims it stole 8TB of data
6:20 PM  •
The Information:  Source: Anthropic is in advanced talks to acquire New York-based Stainless, which helps developers generate SDKs from APIs, for at least $300M
5:21 PM  •
Bloomberg:  Sources: Anthropic is in early talks to raise at least $30B at a $900B+ valuation; the round is expected to close as soon as the end of this month
5:00 PM  •
Samantha Subin / CNBC:  Qualcomm closed down 11.46% on Tuesday as chip stocks pull back from record AI-driven rally; Intel closed down 6.82%, Sandisk dropped 6%, and Micron 3.61%
4:50 PM  •
Reuters:  Samsung and its South Korean labor union fail to reach a pay deal; the union has said workers will strike for 18 days from May 21 if its demands are not met
4:45 PM  •
Ben Lang / Road to VR:  Meta schedules its annual Connect event for September 23-24 and says the event will focus on “the latest in VR, wearables, metaverse, and AI”
4:20 PM  •
Foo Yun Chee / Reuters:  Meta offers to give rival AI chatbots free access to WhatsApp for a month while it discusses commitments with EU antitrust regulators to address their concerns
4:10 PM  •
Tobias Burns / CNBC:  CME Group and Silicon Data announce a futures market for computing capacity, with contracts based on daily GPU benchmarks for on-demand rental rates
4:00 PM  •
Mark Gurman / Bloomberg:  Sources: Apple plans to make the Camera app fully customizable in iOS 27, along with noticeable design changes across Siri, Safari, Weather, and more
3:50 PM  •
Business Insider:  Musk v. Altman: Altman faced an intense cross-examination from Musk's attorney, who asked “are you completely trustworthy?”; Altman replied “I believe so”
3:30 PM  •
Christian Martinez / Reuters:  The US FCC approves EchoStar's sale of approximately 65MHz of spectrum to SpaceX and 50MHz to AT&T
3:00 PM  •
Erin Woo / The Information:  Google says it is hiring a team of “forward deployed engineers”, a source says in the hundreds, to help customers use its business-focused AI products
2:10 PM  •
Bloomberg:  Musk v. Altman: Altman testified that in 2017 Musk demanded complete control of a proposed OpenAI for-profit arm, musing that he would pass it to his children
2:05 PM  •
Yazhou Sun / Bloomberg:  Anthropic names eight unauthorized secondary market sellers of its shares, including Hiive and Forge Global, warning that any share transactions there are void
1:55 PM  •
Tim Starks / CyberScoop:  Google launches Intrusion Logging, an Android feature developed in partnership with Amnesty International and others, on Android 16 Pixel devices for now
1:50 PM  •
Andrew J. Hawkins / The Verge:  Google unveils a “full bleed” Android Auto design that fills unconventionally shaped screens like in the BMW Neue Klasse, plans to add YouTube video streaming
1:45 PM  •
Adamya Sharma / Android Authority:  Google unveils Android security features, including protection from spoofed banking calls, default theft protection, and biometric protection for Mark as lost
1:36 PM  •
Sarah Perez / TechCrunch:  Google announces Pause Point, an Android 17 feature that forces a mandatory 10-second pause before opening any app a user has labeled as a distraction
1:25 PM  •
Rachel Metz / Bloomberg:  Anthropic announces 12 Claude plugins for the legal sector, including a “commercial counsel” tool for reviewing vendor agreements and a bar exam study tool
1:20 PM  •
Prakhar Khanna / ZDNET:  Google has worked with Meta to improve Instagram on Android, adding Ultra HDR support and more, and with Apple to overhaul the iOS-to-Android transfer process
1:15 PM  •
Allison Johnson / The Verge:  Google unveils Gemini Intelligence, bundling existing and new Gemini features, including task automation across apps and letting users vibe-code Android widgets
1:11 PM  •
Kyle Kucharski / ZDNET:  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
12:50 PM  •
Aisha Malik / TechCrunch:  Threads is testing a Meta AI integration similar to X's Grok, letting users mention Meta AI in a post or a reply to get more context, in five countries
12:40 PM  •
Emma Roth / The Verge:  Nonprofit RSL Media announces the Human Consent Standard, an AI licensing framework for use of people's work or likeness, backed by George Clooney and others
12:10 PM  •
Wall Street Journal:  Sources: Google is in talks with SpaceX and other companies for a rocket launch deal, as Google expands its own efforts to put data centers in space
11:40 AM  •
Pritam Biswas / Reuters:  Isomorphic Labs, an AI-powered drug discovery spinoff from Google DeepMind, raised $2.1B led by Thrive, after raising $600M in its first round in March 2025
11:25 AM  •
Reuters:  The US DOD says it is deploying Mythos to find and patch software vulnerabilities across the US government, even as it works on a transition away from Anthropic
11:15 AM  •
Marina Temkin / TechCrunch:  Exaforce, which uses AI agents to detect and thwart cyberattacks, raised a $125M Series B at a $725M valuation, bringing its total funding to $200M
11:10 AM  •
Bloomberg:  Sources: Wispr Flow developer Wispr AI is in talks to raise a round that could more than double its valuation to $2B; source: the round is set to total ~$260M
10:50 AM  •
Mauro Orru / Wall Street Journal:  SAP launches its Autonomous Enterprise software suite to help clients process and contextualize their data and deploy AI agents to automate business processes
10:15 AM  •
Sadie Gurman / Wall Street Journal:  PayPal agrees to forgo ~$30M in transaction fees to end a DOJ probe into allegations that the company adopted unlawful preferences for minority-owned businesses
9:45 AM  •
Anna Irrera / Bloomberg:  London-based blockchain analytics company Elliptic raised $120M led by One Peak Partners at a $670M valuation; the platform screens 1B+ transactions per week
9:35 AM  •
Cory Weinberg / The Information:  OpenAI stands to hold ~$2.6B in combined CoreWeave and Cerebras stock that it acquired by committing to buy cloud services and chips, and to lend Cerebras money
9:20 AM  •
Etiido Uko / Tom's Hardware:  Microsoft says it is investigating a Mistral AI PyPI package v2.4.6 compromise; researchers say it is likely part of the Mini Shai-Hulud supply chain attack
9:01 AM  •
Yazhou Sun / Bloomberg:  SAP invests in German workflow automation platform n8n at a $5.2B valuation, up from $2.5B after an October 2025 equity raise, and agrees to embed n8n's tools
8:40 AM  •
Jess Weatherbed / The Verge:  Spotify celebrates its 20th anniversary with a Wrapped-like experience that features “never-before-shared data” going back to when users first joined Spotify
8:35 AM  •
Financial Times:  Delivery Hero says founder Niklas Östberg will step down as CEO by March 2027, as the German food delivery group faces mounting pressure from activist investors
8:00 AM  •
Jagmeet Singh / TechCrunch:  AI voice startup Vapi raised a $50M Series B led by Peak XV, a source says at a $500M post-money valuation, after Amazon chose Vapi to handle 100% of Ring calls
7:25 AM  •
Olivia Poh / Bloomberg:  Sea reports Q1 revenue up 47% YoY to $7.1B and net income up 6% YoY to $428M, both above est., after warding off rivals in Southeast Asia's e-commerce market
7:15 AM  •
Sarah Perez / TechCrunch:  Amazon launches Amazon Now, its 30-minute delivery service, in dozens of US cities including Atlanta, Dallas-Fort Worth, Philadelphia, and Seattle, after pilots
7:05 AM  •
John Koblin / New York Times:  YouTube is shifting its creator monetization strategy by acting as a matchmaker between creators and sponsors, as Netflix and TikTok increasingly woo creators
6:55 AM  •
Wall Street Journal:  JD.com reports Q1 revenue up 4.9% YoY to ~$46.5B, above ~$45.8B est., and adjusted net profit down 42% YoY to ~$1B, amid a fierce food delivery battle in China
6:45 AM  •
Sawdah Bhaimiya / CNBC:  EU Commission President Ursula von der Leyen says the EU will take action against “addictive design” features on TikTok and Instagram, like “endless scrolling”
6:35 AM  •
New York Times:  Sources: Anthropic officials refused a Chinese think tank's request to change its stance and give Beijing access to Mythos at a meeting in Singapore in April
6:25 AM  •
Bloomberg:  eBay rejects GameStop's $56B takeover offer, saying the unsolicited bid is “neither credible nor attractive”, in a letter from eBay Chairman Paul Pressler
6:20 AM  •
Cade Metz / New York Times:  Amp, which aims to buy excess computing capacity from data center operators to sell to startups, universities, and more, raised $1.3B from a16z and others
6:10 AM  •
Bloomberg:  Sources: Jensen Huang was not invited to travel with President Trump on his China trip, a potential setback to Nvidia; Huang expressed his willingness to join
5:50 AM  •
Demetri Sevastopulo / Financial Times:  Sources: the Trump administration is quietly debating whether to ban Chinese cellular modules, as the US FCC takes measures to reduce Beijing's security threats
5:30 AM  •
Ryan Gallagher / Bloomberg:  Human Rights Watch: at least six EU member states, including Poland and Denmark, have sold surveillance tech to 24+ countries known for violating human rights
5:15 AM  •
Assaf Gilead / Globes:  Source: Microsoft Israel's GM leaves after an internal probe into alleged unethical use of Azure by Israel's MOD; Microsoft France will manage Microsoft Israel
3:45 AM  •
Ruth Fowler / Wired:  A Hollywood writer recounts working as an “AI trainer” for Mercor, Outlier, and others, as AI gig work becomes the new waiting tables for entertainment workers
2:00 AM  •
Qasim Nauman / New York Times:  Instructure reaches a deal with the hackers who breached its Canvas edtech platform to return stolen data and destroy copies, without saying what it exchanged
12:55 AM  •
Financial Times:  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
12:45 AM  •
Wall Street Journal:  The US House Oversight Committee launches a probe into potential conflicts in Sam Altman's personal investments; letter: several GOP AGs call for an SEC review

May 11, 2026

11:10 PM  •
Georgia Wells / Wall Street Journal:  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
9:40 PM  •
The Information:  Source: new revenue sharing terms cap OpenAI's payments to Microsoft at $38B; OpenAI previously owed up to $135B through 2030 if it hit long-term revenue goals
8:55 PM  •
Courtney Rozen / Reuters:  The US Commerce Department removed details from its website about its May 5 agreement with Google, xAI, and Microsoft to test their AI models for security flaws
8:20 PM  •
Jeremy Stern / Colossus:  Q&A with Scott Wu, CEO of Cognition, which hit a $445M revenue run rate in its first 18 months, on his math competition roots, the Devin coding agent, and more
7:55 PM  •
Socket:  Many npm packages for Mistral, UiPath, and TanStack's web developer tools like react-router were compromised, likely in the Mini Shai-Hulud supply chain attack
7:40 PM  •
David Welch / Bloomberg:  GM plans to lay off IT workers in an effort to trim costs and bring in staff with skills in other tech areas; sources say the cuts will affect 500 to 600 staff
7:00 PM  •
Alexey Shabanov / TestingCatalog AI News:  OpenAI launches Daybreak, a cybersecurity initiative integrating AI models and Codex Security to help organizations find, validate, and patch vulnerabilities
6:50 PM  •
Thinking Machines Lab:  Thinking Machines Lab unveils a preview of interaction models, which can think, respond, and act in real time, letting users continuously collaborate with AI
6:35 PM  •
Lucinda Shen / Axios:  Robinhood confidentially files for its second publicly traded venture fund, Robinhood Venture Fund II, focusing on early-stage and growth-stage startups
6:30 PM  •
Sarah Perez / TechCrunch:  Digg relaunches as an aggregator of AI news and social media commentary, with plans to expand to other topics; its prior reboot shut down in March after months
6:15 PM  •
Sarah Frier / Bloomberg:  GitLab announces layoffs, saying they are “not an AI optimization or cost cutting exercise”, and says it will reduce the number of countries it operates in
4:10 PM  •
CNBC:  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
3:40 PM  •
Rachel Metz / Bloomberg:  Musk v. Altman: Ilya Sutskever testifies that his OpenAI stake is worth ~$7B, and he had concerns about Altman for a year before the board ousted Altman as CEO
3:15 PM  •
Samantha Subin / CNBC:  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
3:05 PM  •
Washington Post:  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
2:45 PM  •
@trq212:  An Anthropic engineer says HTML is a better output format for AI agents than Markdown due to information density, ease of sharing, two-way interaction, and more
1:25 PM  •
Chance Miller / 9to5Mac:  Apple releases iOS 26.5, introducing end-to-end encryption for RCS messaging in beta for supported carriers and on by default, new Apple Maps features, and more
12:45 PM  •
Jonathan Stempel / Reuters:  Texas AG Ken Paxton sues Netflix for allegedly spying on kids and consumers by collecting their data without consent, and designing its platform to be addictive
12:40 PM  •
Financial Times:  Sources: German defense tech startup Helsing is set to raise $1.2B led by Dragoneer and Lightspeed at an ~$18B valuation, up from $14B in June 2025
12:10 PM  •
Daniel Stenberg / daniel.haxx.se:  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”
11:25 AM  •
Ben Thompson / Stratechery:  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
11:00 AM  •
CTech:  Israeli startup Frame Security, which protects organizations from AI-powered social engineering attacks, emerges from stealth with $50M led by Index and others
10:45 AM  •
Jay Peters / The Verge:  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
10:00 AM  •
Bruce Einhorn / Bloomberg:  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
9:25 AM  •
Reuters:  OpenAI launches the OpenAI Deployment Company with a $4B+ investment to help organizations build and deploy AI systems, and acquires AI consulting firm Tomoro
9:20 AM  •
Dustin Volz / New York Times:  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”
9:15 AM  •
Amanda Silberling / TechCrunch:  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
9:05 AM  •
Bloomberg:  Sources: Masayoshi Son has held talks with French President Emmanuel Macron about unveiling a multibillion-dollar AI data center project in the coming weeks
8:55 AM  •
Sam Tobin / Reuters:  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
8:45 AM  •
Carmen Reinicke / Bloomberg:  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
8:06 AM  •
The Information:  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
7:10 AM  •
Inti Landauro / Reuters:  The European Commission says it is in ongoing discussions with OpenAI and Anthropic to access their latest AI models; OpenAI is “proactively offering” access
6:50 AM  •
Jez Corden / Windows Central:  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
6:40 AM  •
Tanaya Macheel / CNBC:  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
6:35 AM  •
Aisha S Gani / Bloomberg:  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
6:20 AM  •
Angel Au-Yeung / Wall Street Journal:  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
6:00 AM  •
Tugce Ozsoy / Bloomberg:  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
5:50 AM  •
Gene Maddaus / Variety:  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
5:10 AM  •
Sean Keach / The Sun:  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
4:35 AM  •
Himanshu Anand:  The 90-day vulnerability disclosure policy is dead, as LLMs compress bug finding and exploit development time, and critical issues must be patched immediately
3:50 AM  •
Taylor Telford / Financial Times:  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
2:05 AM  •
CNBC:  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
1:45 AM  •
Luke James / Tom's Hardware:  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
1:15 AM  •
Min-Jeong Lee / Bloomberg:  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
12:40 AM  •
Berber Jin / Wall Street Journal:  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
12:10 AM  •
CNBC:  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

May 10, 2026

10:45 PM  •
Fortune:  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
9:10 PM  •
Sarah Kessler / New York Times:  Corporate lawyers say AI-transcribed meeting notes may waive attorney-client privilege, making protected discussions discoverable in lawsuits or investigations
7:20 PM  •
Echo Wang / Reuters:  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
6:55 PM  •
Anna Tong / Forbes:  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
3:55 PM  •
Bloomberg:  Sources: Digital Asset, which builds Canton Network, a public blockchain with privacy features, is raising ~$300M led by a16z crypto at a ~$2B valuation
1:55 PM  •
Bloomberg:  Sources: Microsoft and G42's $1B geothermal-powered data center in Kenya stalls after the government wouldn't commit to annual payments that Microsoft requested
11:55 AM  •
Allie Garfinkle / Fortune:  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
10:45 AM  •
Mark Gurman / Bloomberg:  Sources: Apple has de-prioritized work on any major new enclosed headsets for now and won't likely have a new Vision Pro-like device for at least two years
8:00 AM  •
Elizabeth Findell / Wall Street Journal:  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
5:00 AM  •
Jennah Haque / Bloomberg:  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
2:01 AM  •
Vicky Ge Huang / Wall Street Journal:  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
1:40 AM  •
Golnar Motevalli / Bloomberg:  NetBlocks: Iran's 70+ day internet blackout is “the longest recorded national internet shutdown in a connected society”, as businesses warn of layoffs, closures
1:15 AM  •
Belle Lin / Wall Street Journal:  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
1:05 AM  •
Rahul Raj / EU-Startups:  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
12:55 AM  •
FinTech Global:  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
12:45 AM  •
Jack Kubinec / Fortune:  MoonPay acquires DFlow, a platform that facilitates trading on the Solana blockchain, sources say for $100M in stock; DFlow had raised $7.5M across two rounds
12:40 AM  •
Shane Snider / Data Center Knowledge:  Sydney-based AI data center operator IREN agrees to acquire Mirantis, which offers Kubernetes management and cloud infrastructure software, for $625M in stock

May 9, 2026

11:46 PM  •
Rick Findlay / Reclaim The Net:  Google seems to require Google Play Services for passing next-gen reCAPTCHA on Android, denying de-Googled Android phones and creating surveillance issues
9:55 PM  •
Heather Somerville / Wall Street Journal:  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
6:55 PM  •
Ken Macon / Reclaim The Net:  FCC passed an anti-robocall proposal requiring telecoms, including VoIP providers, to verify user identities before activating service, raising privacy fears
3:55 PM  •
Bloomberg:  How SpaceMob, an online community of ~50,000, has fueled a meme-stock-like rally in satellite networking company AST, which is up ~6,000% over a 22-month period
2:15 PM  •
Zack Abrams / The Block:  LayerZero apologizes for Kelp DAO exploit response, says single-verifier setup was deficient; Dune: in April, ~47% of LayerZero OApps had the same default setup
12:05 PM  •
Krysta Fauria / Associated Press:  Anthropic, OpenAI, and other AI firms met with Hindu, Sikh, and Greek Orthodox leaders to draft principles on how to infuse models with ethics and morality
10:40 AM  •
David Shepardson / Reuters:  GM agrees to pay $12.75M to resolve a California investigation into claims that it illegally sold the location and driving data of OnStar subscribers to brokers
9:50 AM  •
South China Morning Post:  Sources: ByteDance plans to increase its 2026 capex to more than $30B, up at least 25% from a preliminary plan, amid the AI boom and rising memory chip costs
8:30 AM  •
Moneycontrol:  OpenAI, Anthropic, and Google's enterprise push with PE firms poses a new competitive threat to India's IT industry, as services become increasingly automatable
5:30 AM  •
Jowi Morales / Tom's Hardware:  Sales of PC motherboards are expected to fall 25%+ YoY in 2026, as PC users delay their upgrades amid AI-driven price surges for memory, storage, and processors
2:30 AM  •
Kate Clark / Wall Street Journal:  A profile of Anthropic CFO Krishna Rao, who tends to take a conservative approach to revenue projections and has chosen to raise less money than is available
2:15 AM  •
Sam Rubin / Palo Alto Networks Blog:  Palo Alto Networks says in its testing, three weeks of frontier AI-assisted analysis matched a full year of manual penetration testing, with broader coverage
2:05 AM  •
Anthropic:  Anthropic details how it improved Claude's safety training after finding agentic misalignment in older models, such as Opus 4 blackmailing engineers
1:25 AM  •
Ben Cohen / Wall Street Journal:  OpenAI president Greg Brockman's journal has emerged as a star witness in the Musk v. Altman trial; Brockman says he stopped writing about OpenAI in it in 2023
1:15 AM  •
The Information:  Source: Mistral AI and TML's founding member Devendra Chaplot, who was considered a marquee hire when he joined xAI in March, exited xAI after roughly a month
1:00 AM  •
Kirsten Korosec / TechCrunch:  NHTSA says the 2026 Tesla Model Y is the first car model to pass the agency's new ADAS tests; Tesla conducted the tests and submitted the results to the NHTSA

May 8, 2026

10:30 PM  •
Du Zhihang / Caixin Global:  Beijing-based humanoid robotics company Robotera raised over $200M led by SF Group, after raising ~$146M in March at a ~$1.47B valuation
9:50 PM  •
Carmen Reinicke / Bloomberg:  Honeywell's Quantinuum files for a US IPO, reporting a $136.6M net loss on revenue of $5.2M for the three months ended March 31; sources: it could raise $1.5B+
8:35 PM  •
Todd Spangler / Variety:  Trump Media and Technology Group reports Q1 net sales up 6% YoY to $871,200 and a $405.9M net loss; DJT is down 35% so far in 2026 for a market cap of ~$2.47B
7:40 PM  •
Michael Kan / PCMag:  The FCC says foreign-made routers and drones can now receive software updates at least until 2029, extending its earlier 2027 cutoff
6:10 PM  •
Bloomberg:  Sources: WH is preparing to order US agencies to partner with AI companies on cybersecurity; the EO wouldn't require pre-release model testing by the government
5:35 PM  •
Alex Lekander / CyberInsider:  EU warns that VPNs are being used to bypass online age-verification systems, calling their use “a loophole in the legislation that needs closing”
4:45 PM  •
Nathan Lambert / Interconnects AI:  Impressions of China's AI ecosystem after visiting many leading AI labs there, and the similarities and differences in working on LLMs in China and the West
3:45 PM  •
Bloomberg:  Sources: Apollo Global and Blackstone are among private credit lenders in talks with Broadcom over a ~$35B financing deal to fund the development of AI chips
3:35 PM  •
Bloomberg:  Sources: Cerebras plans to raise its IPO price range from $115-$125 per share to $125-$135 after drawing orders for more than 20x the number of shares available
3:25 PM  •
Associated Press:  A hack of Instructure's Canvas locked out students at schools and universities across the US in the middle of finals period; some US colleges postponed exams
2:55 PM  •
Bloomberg:  Sources: Isomorphic Labs, an AI-powered drug discovery company spun out of Google DeepMind, is in advanced talks to raise $2B+ led by Thrive Capital
2:20 PM  •
Rachel Metz / Bloomberg:  Akamai says it struck a seven-year cloud computing deal with a “leading frontier model provider”; sources: the deal was with Anthropic and is worth $1.8B
1:55 PM  •
Ian King / Bloomberg:  Interviews with Intel CEO Lip-Bu Tan and other execs about the challenges of a turnaround, along with efforts to instill a sense of urgency in the organization
12:56 PM  •
Wall Street Journal:  Sources: Apple and Intel have reached a formal deal in recent months for Intel to manufacture some chips for Apple devices; INTC closes up 13.93%
12:10 PM  •
Olivia Solon / Bloomberg:  OnlyFans agrees to sell a ~16% stake to Architect Capital for $535M in a deal that values the company at about $3.15B
10:40 AM  •
Costas Mourselas / Financial Times:  Investor letter: TCI, one of the world's biggest hedge funds, cut almost all of its $8B Microsoft stake, citing AI risks primarily for Office and some for Azure
10:25 AM  •
Brandon Gomez / CNBC:  Whoop plans to offer US users on-demand, in-app video consultations with licensed clinicians, and adds electronic health records and AI-powered health guidance
9:15 AM  •
Wesley Yin-Poole / IGN:  Sony reports a $765M impairment loss due to Marathon developer Bungie's underperformance during its FY ending March 31, 2026; Sony acquired Bungie in early 2022
8:35 AM  •
The Information:  Sources: DeepSeek seeks to raise up to ~$7.3B at a $50B+ valuation in its first-ever funding round and CEO Liang Wenfeng could make a ~$2.9B personal investment
8:05 AM  •
Reuters:  European Central Bank President Christine Lagarde expressed skepticism over the need for euro-pegged stablecoins, saying they could hamper the ECB's work
8:01 AM  •
Lily Ford / The Hollywood Reporter:  Substack says paid subscriptions to creators in the UK, its second-largest market, hit 500K+; global paid subs hit 5M+, with 50+ creators earning $1M+ annually
7:45 AM  •
Jordan Fitzgerald / Bloomberg:  Filing: Lime files for an IPO, reporting $886.7M in 2025 revenue, up from $686.6M in 2024, and a $59.3M net loss, up from $33.9M; it was valued at $510M in 2020
7:15 AM  •
Arjun Kharpal / CNBC:  Nintendo reports Q4 revenue of ~$2.60B, below ~$2.75B est., net profit of ~$416M, above ~$403.68M est., and forecasts a decline in FY 2027 Switch 2 unit sales
6:45 AM  •
Mike Wheatley / SiliconANGLE:  Datadog closed up 31%+ on May 7 after reporting Q1 revenue up 32% YoY to $1B and raising its FY revenue forecast, a software industry outlier amid the AI boom
6:20 AM  •
Kai Nicol-Schwarz / CNBC:  Sony reports Q4 revenue up 8% YoY to ~$19.4B, above ~$18.4B est., ~$1.06B operating profit, below ~$1.7B est., and forecasts FY 2027 net profit up 13% to ~$7.4B
6:01 AM  •
Bloomberg:  Sony and TSMC announce a joint venture to build next-gen robot and car image sensors, as Sony moves from in-house manufacturing to a more asset-light approach
5:30 AM  •
Wired:  Musk v. Altman docs: Microsoft executives had reservations about funding OpenAI in 2018 but worried that not giving support could push OpenAI into Amazon's arms
5:20 AM  •
Bloomberg:  Sources: the US suspects OBON, a key company behind Thailand's national AI effort, of smuggling Super Micro servers with export-controlled Nvidia chips to China
5:00 AM  •
Bloomberg:  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
2:35 AM  •
Pew Research Center:  Surveys: half of US adults under 50 get health info from influencers or podcasts; 86% of health influencers are on Instagram, 62% on TikTok, and 45% on YouTube
2:25 AM  •
Financial Times:  Analysis: the combined free cash flow of Amazon, Alphabet, Microsoft, and Meta is expected to fall to ~$4B in Q3 and hit its lowest full-year level since 2014
2:05 AM  •
Bloomberg:  Filings: Baidu's AI chip unit Kunlunxin is planning a dual IPO in Shanghai and Hong Kong, sources say valuing it at $14.69B+; Baidu has a 58% stake in Kunlunxin
1:50 AM  •
Financial Times:  Fintech app Toss, used by ~66% of South Korea's 51M people, says its FacePay service, available in ~330K retail stores, has attracted 4.8M users since September
1:45 AM  •
Reuters:  Sources: SK Hynix's big customers have been proposing a range of offers to secure memory chip supplies, including investing in dedicated chip production lines
1:40 AM  •
Brian Krebs / Krebs on Security:  Instructure says its Canvas edtech platform has been restored after disabling it amid a data extortion attack claimed by ShinyHunters
1:30 AM  •
Sam Nussey / Reuters:  Sony reports 1.5M PS5 unit sales in Q4, down 46% YoY, and forecasts annual sales at its gaming business to fall 6% YoY to ~$28B, amid a memory chip price surge
12:40 AM  •
Financial Times:  Sources: Anthropic weighs raising up to $50B at a ~$900B pre-money valuation, likely closing within two months, as its annualized revenue is set to cross $45B

May 7, 2026

10:50 PM  •
Wall Street Journal:  Sources: White House unease over Mythos has left some Trump officials and congressional aides fearful that it represents a reversal of its hands-off AI policy
9:40 PM  •
Sam Sabin / Axios:  OpenAI rolls out GPT-5.5-Cyber, a security-focused GPT-5.5, in limited preview to vetted cybersecurity teams “responsible for securing critical infrastructure”
9:35 PM  •
Zoe Tillman / Bloomberg:  A US judge blocks DOGE's termination of ~$100M in National Endowment for the Humanities grants, saying ChatGPT prompts used to decide the cuts were ill-defined
8:50 PM  •
Russell Brandom / TechCrunch:  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
8:30 PM  •
The Information:  Sources: AI model builder Core Automation, founded in March by Jerry Tworek, aims to raise $300M-$500M at a $4B valuation after raising $100M at a $1B valuation
8:05 PM  •
Bloomberg:  MercadoLibre reports Q1 revenue up 49% YoY to $8.8B, vs. $8.4B est., and net income down 16% YoY to $417M, vs. $433M est.; MELI closes down 12.70%
7:40 PM  •
Lora Kolodny / CNBC:  French prosecutors escalate an investigation into Elon Musk and X, focused on alleged algorithmic manipulation and sexual deepfakes, to a criminal probe

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