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April 30, 2026, 3:00 PM
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| Wall Street Journal: |
Sources: the White House opposes Anthropic's plan to expand access to Mythos to ~70 additional companies and organizations because of concerns about security — Relationship is still complicated despite efforts from both sides to de-escalate — The White House opposes a plan from Anthropic …
More: Bloomberg, The Next Web, Mercury News, Barron's Online, The Verge, New York Times, MediaNama, Digit, Bloomberg Law, and Axios
| Jake Bleiberg / Bloomberg: |
Sources: the NSA has been testing Anthropic's Mythos model to find vulnerabilities in Microsoft products and widely used software from other companies — The National Security Agency has been testing the capabilities of Anthropic PBC's new artificial intelligence model to find cybersecurity vulnerabilities … | Bloomberg: |
Sources: US officials are preparing a wide-ranging AI policy memo that outlines rules for national security agencies, including avoiding relying on one vendor — White House officials are preparing a wide-ranging artificial intelligence policy memo that outlines requirements for AI deployment … | Financial Times: |
Analysis: Meta, Alphabet, Microsoft, and Amazon's capex combined hit a record $130B in Q1, and it is set to reach $725B in 2026, up 77% from $410B in 2025 — Meta stock drops on capex increase while Alphabet's cloud business grows faster than rivals Amazon and Microsoft
More: Wall Street Journal, New York Times, The Register, CNBC, Forbes, Resultsense, Barron's Online, Sherwood News, The American Bazaar, Key Context, Reuters, Inc.com, Benzinga, Axios, Vanguard News, The Irish Times, Bloomberg, Motley Fool, Business Insider, Tom's Hardware, Silicon Republic, The Economic Times, Watcher Guru, Radio Free Mobile, Mobile World Live, TheNeuron, and The Daily Upside
| Wired: |
Musk v. Altman: when asked whether xAI has distilled OpenAI models, Elon Musk says the claim is “partly” true — While answering questions under oath, Musk argued it's standard practice for AI labs to use their competitors' models. — While testifying on Thursday in federal court … | AI Security Institute: |
Cybersecurity analysis: GPT-5.5 reaches a similar level of performance as Mythos Preview and is the second model to solve a multi-step cyberattack simulation — In April, our evaluation of Anthropic's Claude Mythos Preview found that it represented a step up in cyber performance …
X: @deredleritt3r, @davidsacks, @miles_brundage, @angaisb_, @drtomslens, @polynoamial, @initjean, @aisecurityinst, @scaling01, @eliebakouch, @jjamesaung, @aisecurityinst, @8teapi, @sebkrier, @aisecurityinst, @aisecurityinst, @aisecurityinst, @cryps1s, @aisecurityinst, @gregkamradt, and @aisecurityinst. Forums: r/singularity
| OpenAI: |
OpenAI says its models, starting with GPT-5.1, “increasingly mentioned goblins, gremlins, and other creatures”, leading to prompt instructions to mitigate it — Starting with GPT-5.1, our models began developing a strange habit: they increasingly mentioned goblins, gremlins, and other creatures in their metaphors.
More: VentureBeat, Ars Technica, Decrypt, Gizmodo, 9to5Mac, Engadget, NBC News, CNET, Every, Mother Jones, BBC, PCWorld, TechRadar, Digital Trends, The Verge, PC Gamer, Boing Boing, The Indian Express, Livemint, TheNeuron, and Wired
X: @openai, @juliarturc, @openai, @openai, @tenobrus, @cfgeek, @zizhpan, @openai, @theo, @gdb, @fabknowledge, @canteverdie, @hosseeb, @nrehiew_, @chatgptapp, @thsottiaux, @openaidevs, @giffmana, @phuguo, and @laurentia___
Bluesky: @markriedl, @thatandromeda, @timkellogg.me, @jenitennison.com, @tk.gg, @seanmcarroll, and @carnage4life. Mastodon: @0xabad1dea@infosec.exchange
| Kim Jaewon / Nikkei Asia: |
Samsung projects that the memory shortage will worsen in 2027 as customers are already placing orders for next year, leading to a wider supply gap than in 2026 — SEOUL — Samsung Electronics is warning that the global memory chip shortage will worsen next year as anxious customers …
More: PCMag, 9to5Google, Reuters, Wall Street Journal, Mashable, The Register, Tom's Hardware, and The Verge
| Dylan Butts / CNBC: |
More: SamMobile, South China Morning Post, Reuters, Samsung Newsroom, blocksandfiles, Neowin, UPI, Fortune, The Korea Times, Dow Jones Newswires, The Straits Times, Benzinga, The Korea Herald, Korea Joongang Daily, and Bloomberg
X: @sam_badawi, @dnystedt, @dnystedt, @dnystedt, @dnystedt, @dnystedt, @dnystedt, @dnystedt, @zephyr_z9, and @jukan05
| Aisha Malik / TechCrunch: |
Spotify rolls out a Verified by Spotify badge to identify human artists; criteria include artist presence on and off platform and consistent listener activity — As AI-generated artists and tracks flood music streaming platforms, Spotify is rolling out a new “Verified by Spotify” … | Jay Peters / The Verge: |
Netflix rolls out a vertical video feed in its own Clips tab in Australia, Canada, India, Malaysia, Pakistan, the Philippines, South Africa, the UK, and the US — The new ‘Clips’ tab shows, you guessed it, Netflix clips. … Netflix is starting to roll out a big revamp of its mobile app …
More: Netflix Press Site, Android Police, Thurrott, PCMag, 9to5Mac, Tom's Guide, iPhone in Canada, Deadline, TV Tech, CNET, The Hollywood Reporter, The Mac Observer, Business Insider, The Wrap, Digital Trends, What's on Netflix, Fast Company, Cult of Mac, TechCrunch, CGMagazine, MobileSyrup, Cord Cutters News, and Advanced Television
| Financial Times: |
Study: long-shot Polymarket bets on military action, defined as $2,500+ wagers at odds of 35% or less, have a ~52% average win rate, vs. 25% for political bets — High rate of winning wagers likely to add to concerns that sensitive information can leak on prediction markets
More: Ars Technica and CoinDesk
| Emily Birnbaum / Bloomberg: |
The US Senate Judiciary Committee unanimously endorses a bipartisan child safety bill requiring AI companies like OpenAI and Meta to implement age verification — A powerful Senate committee backed legislation to require OpenAI, Meta Platforms Inc. and other artificial intelligence companies …
More: Congress.gov, Engadget, NBC News, and Roll Call
| Mia Sato / The Verge: |
Instagram is expanding its recommendation restrictions beyond Reels to photos and carousels, targeting accounts that post unoriginal content like tweet roundups — The internet is full of copycat, stolen, reposted, and low-effort content — and Meta, at least publicly, has said it is working to cut off some of the reach.
More: 9to5Mac, Engadget, Cord Cutters News, TechCrunch, and PetaPixel
| Rocket Drew / The Information: |
Standard Intelligence, which is developing computer use AI models, raised $75M led by Sequoia and Spark at a $500M post-money valuation — Pedestrians in downtown San Francisco are used to seeing Waymos navigating the streets. But two months ago, people in the South Park neighborhood saw something new … | Gabe Gurwin / GameSpot: |
Sony confirms some digital PS4 and PS5 games require owners to do a one-time online license check “to confirm the game's license”, likely to combat refund scams — The problem appears to be affecting both PS4 and PS5 games purchased after March 2026.
More: Game File, Gizmodo, Kotaku, Game Developer, MobileSyrup, DNYUZ, Tom's Hardware, GamesIndustry.biz, Mirror, TechRadar, PCMag, Tech Times, Video Games Chronicle, VideoCardz.com, DayOne, The Verge, TechRaptor, FlatpanelsHD, Trusted Reviews, Neowin, GamingBolt, The Shortcut, Gameranx, KitGuru, and Press Start
X: @egycnq, @reallifefakewiz, @mrpyo1, @manabyte, @nick_marseil, @detectiveseeds, @doesitplay1, @doesitplay1, @doesitplay1, @doesitplay1, @mrpyo1, @doesitplay1, and @thecarteldel
Forums: r/pcmasterrace, r/LinusTechTips, r/GameFeed, r/PS5_Jailbreak, r/consoles, r/PlayStationForum, r/gaming, and r/PS5
| Sarah Perez / TechCrunch: |
X says it has begun a “phased rollout” of its rebuilt ad platform, which it says will have more modern “retrieval and ranking systems” powered by AI — Elon Musk's X is still trying to woo back advertisers — this time with a rebuilt, AI-powered ads platform that started to rollout on Thursday.| Marcus Schuler / Implicator.ai: |
Anthropic's Claude Security, formerly Claude Code Security, is in public beta for Enterprise users; the Opus 4.7-powered tool can scan code for vulnerabilities — Anthropic has published Claude Security today for Claude Enterprise customers globally, according to company materials shared with The Implicator.
More: ZDNET, SiliconANGLE, The New Stack, The Verge, and Claude
| Bloomberg: |
Sources: Meta drew about $96B of orders from investors for a $25B bond sale it launched on Thursday; Meta sold $30B of corporate bonds in October 2025 — Investors placed about $96 billion of orders for Meta Platforms Inc.'s bond sale, according to people with knowledge of the transaction …
More: Mercury News, The Information, CNBC, and Reuters
X: @zerohedge, @sonalibasak, and @junkbondinvest
| Bloomberg: |
Sources: KKR has secured $10B+ to launch Helix Digital Infrastructure, a company led by ex-AWS CEO Adam Selipsky that will develop and operate AI infrastructure — KKR & Co. has secured more than $10 billion to launch a company that will develop and operate artificial intelligence infrastructure … | Cloudflare: |
Cloudflare says AI agents can now create Cloudflare accounts, start paid subscriptions, register domains, and deploy apps on behalf of users — Coding agents are great at building software. But to deploy to production they need three things from the cloud they want to host their app — an account, a way to pay, and an API token.| Dina Bass / Bloomberg: |
OpenAI says it has signed contracts for 10GW of US AI compute capacity, securing 3GW+ added in the past 90 days, hitting a goal it once aimed to reach by 2029 — OpenAI has met a key milestone for securing AI capacity in the US several years ahead of schedule, boosting the startup's ambitious plans for data center expansion.| Reuters: |
Sources: strong AI demand in China nearly doubles prices for Nvidia's B300 servers to ~$1M each, as a crackdown on chip smuggling dries up black market supply — Strong demand for AI computing equipment in China has nearly doubled prices for Nvidia's B300 servers to about 7 million yuan …
More: Semafor, Tech in Asia, and The Next Web
| Anthropic: |
Anthropic unveils BioMysteryBench to test Claude's bioinformatics skills against human experts, and says Mythos solved ~30% of 23 questions that stumped experts — In this post, Brianna, a researcher on the discovery team, shares results from a recent bioinformatics benchmarking effort.| Krystal Scanlon / Digiday: |
Meta introduces Meta Ads AI connectors in open beta, letting advertisers use their preferred third-party AI tools to create, manage, and analyze campaigns — In a break from its walled garden approach, Meta is opening its ad ecosystem to third-party AI tools.| Michael J. de la Merced / New York Times: |
Casa, which uses lidar scanners and AI to catalog homes and manage proactive maintenance alongside human workers, raised $27M, including a $20M Series A — Casa, a company founded by former Uber executives, says it uses artificial intelligence and a stable of handymen to take care of members' homes.
LinkedIn: Kira McCroden
| Frank Konkel / Nextgov/FCW: |
The US FDA launches a pilot using AI and cloud computing that gives it a “direct data feed” to real-time clinical trial data, aiming to speed up drug approval — Through a new pilot program announced this week, the Food and Drug Administration will use artificial intelligence …
More: TechCrunch, Federal Register, Benzinga, and The Decoder
| Krisztian Sandor / CoinDesk: |
Visa says its stablecoin settlement pilot supports nine networks, including Base, Polygon, Canton Network, Arc, and Tempo, and has hit a $7B annualized run rate — The payments giant added support for Stripe's Tempo, Circle's Arc, Coinbase's Base, Polygon and Canton Network as stablecoins gain traction in global money movement.| Bloomberg: |
Sources: Anthropic has begun weighing a new funding round that would value it a $900B+, after previously resisting investor proposals at an $800B+ valuation — Barrage of Big Tech Earnings Beat Estimates to Mixed Reaction — Video Player is loading. — Unmute — Current Time 0:00 Loaded: 5.55% Playback Rate
More: The Next Web, Pulse 2.0, TechCrunch, Yahoo Finance, Proactive, Silicon UK, PYMNTS.com, and BMI
| Financial Times: |
Sources: SoftBank plans to create AI and robotics company Roze in the US for building data centers, and may list it as early as 2026 at an up to $100B valuation — Masayoshi Son plots IPO for business named Roze as soon as this year — SoftBank is planning to create and list an AI … | Alphabet: |
Alphabet reports Q1 revenue up 22% YoY to $109.9B, above $107.2B est., and Google Cloud revenue up 63% YoY to $20B, above $18.05B est.; GOOG jumps 5%+ — MOUNTAIN VIEW, Calif. - April 29, 2026 - Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended March 31, 2026.
More: Microsoft, TheStreet, Zacks Investment Research, Reuters, Marketing Dive, The Keyword, The Next Web, Neowin, Crypto Briefing, Fast Company, ITPro, Finbold, WinBuzzer, Cautious Optimism, Music Ally, Fortune, Coinpaper, Barchart.com, AI News, Watcher Guru, Business Today, The Verge, Search Engine Roundtable, CNBC, and TechCrunch
| Francisco Rodrigues / CoinDesk: |
Bitcoin miner MARA Holdings agrees to acquire Ohio gas plant operator Long Ridge Energy & Power for $1.5B including debt, to power its AI data center expansion — The deal includes a 505 MW gas plant and 1,600 acres in Ohio, offering over 1 GW power capacity for future AI and IT buildout.Sponsor Posts
Subquadratic:
Subquadratic: the LLM built for 12M-token reasoning — SubQ can reason across entire codebases and document sets in one pass with no RAG workarounds. Read how SubQ 1.1 Small holds near-perfect retrieval out to 12M tokens.
Subquadratic: the LLM built for 12M-token reasoning — SubQ can reason across entire codebases and document sets in one pass with no RAG workarounds. Read how SubQ 1.1 Small holds near-perfect retrieval out to 12M tokens.
Cloudflare:
Cloudflare Connect 2026: The Agentic Conference — Stop preparing for agents. Start running them. 100+ sessions, workshops, and speakers from OpenAI, Arm, and Cloudflare across AI, security, and performance.
Cloudflare Connect 2026: The Agentic Conference — Stop preparing for agents. Start running them. 100+ sessions, workshops, and speakers from OpenAI, Arm, and Cloudflare across AI, security, and performance.
Zoho:
App Spotlight: Google Sheets Magic Lookup for Zoho CRM — Our App Spotlight brings you hand-picked apps to enhance the power of your Zoho apps and tools. Visit Zoho Marketplace to explore all apps, integrations …
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IDrive:
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.Featured Podcasts
Acquired:
Home Depot
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Channels with Peter Kafka:
The Atlantic's CEO on AI, Billionaire Owners, and Moonlighting as a Creator
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Sources:
Mark Zuckerberg on Muse, Meta's biggest AI bet yet
Candid conversations with the leaders shaping what's next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a decade.
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Lenny's Podcast:
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