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Michael Peel / Financial Times: Google DeepMind and Isomorphic Labs detail AlphaFold 3, an AI model to predict interactions and structures of proteins, DNA, RNA, more, beating many top methods -
Bloomberg: Google DeepMind CEO Demis Hassabis says AI breakthroughs in biology research could be a $100B+ business, commercialized via DeepMind spinout Isomorphic Labs -
Tom Dotan / Wall Street Journal: Microsoft plans to invest $3.3B to build a data center in Mount Pleasant, Wisconsin, and train locals, alongside investing in a University of Wisconsin AI lab -
Demetri Sevastopulo / Financial Times: The US Commerce Department revokes some export licenses that let companies ship chips and other goods to Huawei, affecting Intel and, sources say, also Qualcomm -
Lynn Doan / Bloomberg: Intel expects its Q2 revenue to be “below the midpoint” of the company's previously guided $12.5B to $13.5B range because of a new US ban on Huawei chip exports -
Carl Franzen / VentureBeat: OpenAI publishes Model Spec, which specifies how its models should behave, including objectives, rules, and default behaviors, and asks the public for feedback -
William Gallagher / AppleInsider: Apple's iPad Pro ad “Crush”, which shows paints, toys, guitars, sculptures, and more being crushed to reveal the thin device, draws criticism on social media -
Reuters: Sources: US prosecutors are examining if Tesla committed securities or wire fraud by misleading investors and consumers about Autopilot and Full Self-Driving -
Jennifer Pattison Tuohy / The Verge: The Connectivity Standards Alliance releases Matter 1.3, adding support for more appliances, energy and water management, and new casting protocol features -
Spencer Soper / Bloomberg: Shopify reports Q1 revenue up 23% YoY to $1.9B, GMV up 23% YoY to $60.9B, and expects gross margins to drop by ~50 basis points YoY in Q2; SHOP plummets 18%+ -
Natalie Lung / Bloomberg: Uber reports Q1 revenue up 15% YoY to $10.1B, Gross Bookings up 20% YoY to $37.7B, below $38B est., and adjusted EBITDA up 82% YoY to $1.4B; UBER falls 5%+ -
BBC: Ofcom proposes new rules requiring tech companies to change their algorithms to hide “toxic” material from children, have more robust age checks, and more -
Wesley Yin-Poole / IGN: Memo: Microsoft's Xbox plans to shut down multiple Bethesda studios and consolidate teams to prioritize high-impact titles and invest in Bethesda's portfolio -
Maggie Harrison / Futurism: An investigation into AdVon, the company behind Sports Illustrated's fake writers, finds its AI content and fake authors at the LA Times, Miami Herald, and more -
Reuters: Sources: the US Commerce Department is considering a new regulatory push to restrict the export of proprietary or closed source AI models to China -
Reuters: Arm reports Q4 revenue up 47% YoY to $928M, vs. $875.6M est., royalty revenue up 37%, and forecasts FY 2025 revenue below expectations -
Georgia Butler / DatacenterDynamics: Google says “rare issues at Google Cloud” caused a week-long private cloud outage at UniSuper, an Australian pension fund for the education and research sectors -
Tom Warren / The Verge: Microsoft plans to add an auto-complete feature to Copilot for Microsoft 365 in the coming months that offers suggestions to add details to improve AI prompts -
The Guardian: An investigation finds a vast web of fake shops run from China touting designer brands that duped 800K+ people in Europe and the US into sharing personal data -
Andrew J. Hawkins / The Verge: Filing: Orlando-based lidar manufacturer Luminar says Tesla was its “largest LiDAR customer in Q1”, contributing 10%+ of its revenue, or ~$2.1M for the quarter -
André Beganski / Decrypt: Robinhood CEO Vlad Tenev decries a “regulatory onslaught” and calls US SEC actions “another improper attempt by the administrative state to stifle innovation” -
30 minutes ago Jesse Pound / CNBC: Robinhood reports Q1 revenue up 40% YoY to $618M, vs. $549M est., crypto transaction revenue up 232% to $126M, net income of $157M, vs. a net loss of $511M YoY -
10 minutes ago Natalie Lung / Bloomberg: Instacart Q1: revenue up 8% YoY to $820M, vs. $794.5M est., gross transaction value up 11% to $8.32B; CFO Nick Giovanni is retiring, replaced by Emily Reuter -
Ashley Capoot / CNBC: Airbnb reports Q1 revenue up 18% YoY to $2.14B, vs. $2.06B est., Nights and Experiences Booked up 9.5% to 132.6M, and forecasts Q2 revenue below expectations -
Financial Times: The UK is investigating “potential failings” at IT contractor SSCL, which was breached by suspected Chinese hackers to expose payroll records for 272K people -
Ivan Mehta / TechCrunch: Bluesky details its product roadmap: an off-protocol DM system to facilitate one-on-one chats, improved custom feeds, anti-harassment tools, and video support -
Kylie Robison / The Verge: Sources: OpenAI has been aggressively trying to poach Google employees for a team working on a ChatGPT feature to search the web and show results with citations