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May 31, 2026, 2:45 PM
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memeorandum
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| Ina Fried / Axios: |
Sources: Microsoft and Nvidia will unveil the first Windows PCs powered by Nvidia SoCs, including devices from Surface and Dell, at Computex and Build 2026 — The company best known for powering the AI boom is coming for the PC: Nvidia is expected next week to debut the first Windows computers …
More: Thurrott, Windows Latest, XDA Developers, Windows Central, Reuters, Ghacks, Türkiye Today, The Indian Express, Wccftech, GameRant, DigiTimes, Benzinga, The Decoder, Neowin, Crypto Briefing, Reuters, The Verge, Trak.in, Spyglass, PCMag, Finbold, and Windows Central
X: @windows, @mingchikuo, @athena_slays, @ryanshrout, @kimmonismus, @patrickmoorhead, @nvidia, @arm, and @asus
Forums: r/technology and r/StockMarket
| Mark Gurman / Bloomberg: |
Sources: Apple delays iPhone-connected smart glasses to late 2027, aiming to disrupt the mid-tier $200-$500 eyewear market the way it disrupted the watch market — Also: The latest on iOS 27, iOS 28, new Apple TV and HomePod mini. — Apple isn't just going after Meta with its upcoming iPhone-connected smart glasses.
More: 9to5Mac, 9to5Mac, Thurrott, AppleInsider, MacRumors, AppleInsider, PhoneArena, Apple Must, Crypto Briefing, Digital Trends, The Next Web, Cult of Mac, and iClarified
Forums: r/HomePod, r/appletv, r/apple, and MacRumors Forums
| Lucas Ropek / TechCrunch: |
With Microsoft's GitHub Copilot shifting to token-usage billing on June 1, many developers bemoan massive cost increases and the end of flat-rate subscriptions — The golden age of Microsoft's Github Copilot appears to be at an end — for the little guy, at least.
More: The GitHub Blog, The Indian Express, Livemint, Tech Times, and Benzinga
X: @hellovyom. Bluesky: @christinaayiotis. Mastodon: @carnage4life@mas.to. Forums: r/GithubCopilot, r/GithubCopilot, r/technology, and r/GithubCopilot
| Emily Glazer / Wall Street Journal: |
Bill Gates' carefully crafted public image has been eroded by revelations about his ties to Epstein; Gates was recently snubbed from Microsoft's CEO Summit — The billionaire philanthropist was once ranked the world's most admired man—but the revelations of his Jeffrey Epstein ties are eroding efforts to burnish his reputation
More: The Bear Cave. X: @skupor, @comfortablysmug, @wsj, @wsj, and @emilyglazer. Bluesky: @glennf.com
Forums: r/law and r/SeattleWA
| Exponential View: |
AI adoption follows the J-curve path of general-purpose tech, like early US factory electrification, requiring years of investment before noticeable ROI gains — A framework to understand your firm's AI transformation — I had tea with a senior exec at a well-known public tech company last month.
X: @pmarca, @azeem, @chrishayduk, @dropalltables, @azeem, @sarthakgh, and @danshipper. Bluesky: @notthatadamlevine. Mastodon: @pattykimura@beige.party
| SemiAnalysis: |
Why “Dark Output”, the AI-generated economic value that is currently invisible to national statistics, may be one of the hardest measurement problems in history — Why AI's increasing output is going to be one of the hardest economic measurement problems in history.
X: @pmarca, @nemodi, @semianalysis_, and @smuku98
Bluesky: @thryse.com, @justhere4coffee, @emote-control, and @edzitron.com
| Reuters: |
A look at contrasting China playbooks of AMD CEO Lisa Su and Nvidia CEO Jensen Huang, with Su keeping a lower profile; China accounts for ~20% of AMD's revenue — When AMD CEO Lisa Su arrived in China last week just days after Nvidia's CEO left, she kept a much lower profile than Jensen Huang …
More: Wall Street Journal, Benzinga, and Reuters
| Financial Times: |
SoftBank pledges to invest up to €75B in AI computing clusters in France, first leading a €45B investment to build 3.1GW of capacity by 2031 in Hauts-de-France — Masayoshi Son places France at the centre of his global AI ambitions — SoftBank has pledged to invest up to €75bn … | Brent Crane / Bloomberg: |
A profile of Ariane Gorin, who became Expedia CEO in 2024 and has overseen back-to-back years of revenue growth, with record gross bookings of $119B in 2025 — Atop the globe's second-largest travel booking company, Ariane Gorin is keeping a “close eye” on geopolitics but sees mostly clear skies ahead.
X: @business
| Kinling Lo / Rest of World: |
China's tech boom is creating a new kind of tech tourism where visitors pay for curated robotaxi rides and tours of EV factories, and AI and robotics companies — Foreign visitors are flocking to China's factories and AI startups in search of the next technological breakthrough.| Sean McLain / Wall Street Journal: |
As robotaxi companies attempt to scale in the US, they face increasing scrutiny and mounting criticism from drivers, law enforcement, and local governments — As autonomous taxi services scale beyond Silicon Valley, new problems abound for cities — This was supposed to be the year …
More: The Next Web, Yahoo Finance, The Regulatory Review, GB News, Motley Fool, Gizmodo, U.S. Home, and PCMag
| Zack Abrams / The Block: |
A US court ordered Circle to blacklist Zama's cUSDC contract, freezing ~$12.6M in funds, likely catching many in the “crossfire” of a civil suit against a DAO — Quick Take — A federal judge ordered Circle to blacklist Zama's confidential USDC (cUSDC) contract on Friday night, freezing about $12.6 million.| Theodore Schleifer / New York Times: |
A look at the nasty fight between Anthropic-backed super PAC Public First and OpenAI-backed Leading the Future to sway midterms, especially Democratic primaries — One super PAC is allied with Anthropic. The other is tied to OpenAI. They're both spending millions to influence this year's elections.| Nikkei Asia: |
China will implement new online food delivery regulations on June 1, requiring platforms to regularly verify businesses' identities, locations, and licenses — BEIJING/SHANGHAI — The Chinese government will tighten a clampdown on food delivery companies from June, conducting unannounced inspections … Sponsor Posts
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