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May 4, 2026, 5:40 PM
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| New York Times: |
Sources: the Trump administration is discussing an EO to create an AI working group to examine AI oversight procedures, including vetting models before release — The Trump administration, which took a noninterventionist approach to artificial intelligence, is now discussing imposing oversight …
More: Wall Street Journal, Engadget, Axios, Tom's Guide, NewsMax.com, and Forbes
X: @trevposts, @tunguz, @biancoresearch, @yonashav, @deanwball, @garymarcus, @dnvolz, @adamthierer, @lilashroff, @hadas_gold, @annmarie, and @bradrcarson
Bluesky: @karlbode.com and @ericjgeller.com
Forums: Hacker News, r/politics, r/singularity, r/technology, r/OpenAI, r/ArtificialInteligence, and r/LocalLLaMA
| Ashley Capoot / CNBC: |
Filing: Elon Musk texted Greg Brockman about settling days before trial; after being denied, he said Brockman and Altman “will be the most hated men in America” — Two days before Elon Musk's multi-billion-dollar lawsuit against OpenAI was slated to head to trial … | Wall Street Journal: |
Anthropic announces a JV with Blackstone, Goldman Sachs, and Hellman & Friedman that aims to sell AI tools to companies; sources: the JV is worth ~$1.5B — Anthropic, Blackstone and Hellman & Friedman each expected to invest around $300 million; Goldman Sachs also an investor
More: Bloomberg, The Next Web, International Business Times, New York Times, Reuters, Business Insider, Fortune, Financial Times, Proactive, Inc.com, Benzinga, Implicator.ai, CNBC, TechCrunch, Crypto Briefing, The American Bazaar, Blockonomi, Yahoo Finance, Hellman & Friedman, ZeroHedge News, and crypto.news
X: @stevehou, @stevehou, @levie, @berber_jin1, @edzitron, @realpaulsmith, @scaling01, @doodlestein, @andrewcurran_, and @atshruti
LinkedIn: Scott Griffiths, Krishna Rao, Karina Taveras, and M Mohan. Mastodon: @paco@infosec.exchange
Forums: r/technology and Slashdot
| Seth Fiegerman / Bloomberg: |
Source: OpenAI has raised $4B+ at a $10B pre-money valuation for The Deployment Company, a new joint venture that will aim to help businesses adopt OpenAI tools — OpenAI has raised more than $4 billion for a new joint venture that will focus on helping businesses adopt its artificial intelligence software …
More: The Information, Axios, MediaPost, PYMNTS, Techstrong.ai, Bloomberg Law, Yahoo Finance, crypto.news, The Next Web, Constellation Research, Blockonomi, and The Tech Portal
X: @mylesmarino, @edzitron, and @krdonnelly
| Bloomberg: |
eBay's stock jumps 5% to $109.33, below GameStop's $125/share acquisition offer, in a sign investors see hurdles to completing a deal; GameStop stock drops 10% — Meme Stock GameStop Pitches $56 Billion eBay Takeover — Video Player is loading. — Unmute — Current Time 0:00 Loaded: 36.28% Playback Rate| Lauren Thomas / Wall Street Journal: |
More: ebay Inc., CNBC, BBC, Reuters, CoinDesk, Fortune, Bloomberg, New York Times, GamesBeat, Variety, Observer, The American Bazaar, MarketWatch, Dallas Business Journal, Benzinga, Deseret News, The Times, Bloomberg, San Francisco Business Times, Gizmodo, PC Gamer, Al Jazeera, Proactive, UPI, Yahoo Finance, BroBible, Associated Press, The Guardian, ScreenRant, CNN, crypto.news, Business Insider, Newser, Fast Company, International Business Times, Bitcoin News, Barron's Online, Kotaku, Blockonomi, GameRevolution, Mashable, iPhone in Canada, Cointelegraph, Axios, The National Pulse, Inc.com, HotHardware, Retail Dive, ChannelX, Telegraph, Forbes, MobileSyrup, The Verge, France 24, MediaPost, Fox Business, Polygon.com, Nintendo Life, Digital Trends, IGN, Hindustan Times, and Daily Sabah
X: @ryancohen, @danprimack, @wallstrollup, @squawkcnbc, @joshuahlipton, @mikeisaac, @rmac18, @mikeisaac, @buttfarm69, @swamiknows_, @boilerpaulie, @reesepolitics, @jake__wujastyk, @jpatrades, @apompliano, @kobeissiletter, @deitaone, @parikpatelcfa, @shieldmetax, and @gatorgar
LinkedIn: Emma McCulloch, Andrew Nemeth, and Lauren Thomas
Bluesky: @petertl, @thereverended, @angrydonkeynews, and @wario64. Mastodon: @newsguyusa@flipboard.social
| Jack Clark / Import AI: |
Anthropic co-founder explains why there's a 60%+ chance of AI systems autonomously building their successors by 2029 and the consequences of automated AI R&D — The first step towards recursive self improvement — Welcome to Import AI, a newsletter about AI research.
| Christopher Mims / Wall Street Journal: |
Ex-iRobot CEO Colin Angle launches Familiar Machines & Magic and unveils Familiar, a dog-like, “emotionally intelligent” robot that reacts to owner's feelings — The inventor behind the world-famous robot vacuum is now designing robots that form an emotional bond with their owners
More: Familiar Machines & Magic, The Verge, Livemint, Inc.com, iPhone in Canada, Boston Business Journal, The Boston Globe, TechRadar, and The Robot Report. LinkedIn: Colin Angle
| Reuters: |
Amazon debuts Supply Chain Services, which lets companies use its logistics network to move, store, and deliver everything from raw materials to final products — Amazon.com (AMZN.O) is opening the supply-chain network that has powered its operations for decades to other businesses …
More: About Amazon, Benzinga, Barron's Online, New York Post, Motley Fool, Dow Jones Newswires, GeekWire, Reuters, Bloomberg, Inc.com, US ASCS, UPI, Supply Chain Dive, CNBC, The Tech Portal, Blockonomi, ZeroHedge News, Reuters, Investor's Business Daily, Yahoo Finance, The Verge, TechCrunch, The US Sun, and iPhone in Canada
X: @kennethnym, @austen, @trungtphan, @kentcdodds, @atshruti, @developerharris, @joshkale, and @amazon
LinkedIn: Farzin Shadpour and Doug Herrington
| Mark Gurman / Bloomberg: |
Sources: Apple prepares a “Create a Pass” feature for iOS 27, which lets users take a QR code and generate a custom pass around it for concerts and other venues — Apple Inc. is preparing a new “Create a Pass” feature for its next major iPhone software update …
More: 9to5Mac, Macworld, MacRumors, AppleInsider, BGR, The Next Web, iPhone in Canada, Cult of Mac, Digital Trends, The Tech Portal, and MacRumors
Forums: r/apple and MacRumors Forums
| Kate Rooney / CNBC: |
Bret Taylor's Sierra, which sells AI customer service agents, raised a $950M Series E led by Tiger and GV at a $15.8B post-money valuation, up from $10B in 2025 — Artificial intelligence startup Sierra is raising nearly a billion dollars in a new funding round, CNBC has learned …
More: Sierra blog, The Economic Times, PYMNTS, TechCrunch, Axios, and Yahoo Finance
| Reuters: |
Cerebras seeks a valuation of up to $26.62B in its US IPO, aiming to raise $3.5B by selling 28M shares at $115 to $125 apiece in its second attempt to go public — Nvidia-rival Cerebras is seeking a valuation of as much as $26.62 billion in its U.S. initial public offering … | Larry Dignan / Constellation Research: |
SAP to acquire Dremio, an open data lakehouse provider, and Prior Labs, which it pledges to invest €1B in over four years, hoping to create a frontier AI lab — SAP said it will acquire Dremio, an open data lakehouse player, in a move that aims to use SAP Business Data Cloud combine SAP data with non-SAP data.
More: SAP News Center, CIO Dive, SAP News Center, The Next Web, Yahoo Finance, Techstrong.ai, and CRN. LinkedIn: James Rowland-Jones
| Nicola M White / Bloomberg: |
Elon Musk agrees to pay $1.5M to settle SEC allegations that he cheated Twitter shareholders in 2022 by failing to disclose the 5%+ stake he had in the company — Elon Musk agreed to settle Securities and Exchange Commission allegations that he cheated Twitter shareholders out of millions …
More: CNBC, Reuters, Bloomberg Law, Dow Jones Newswires, and Wall Street Journal. Threads: @kurtwag8
| Meir Orbach / CTech: |
Cisco agrees to acquire Astrix Security, which helps companies monitor and control the permissions granted to AI agents, a source says for approximately $400M — The Israeli startup, backed by Menlo Ventures and Anthropic, targets growing risks from non-human identities and autonomous AI agents.
More: Cisco Blogs, The Information, Network World, SecurityWeek, and CRN
| Natasha Mascarenhas / Bloomberg: |
Katie Haun raises $1B for two funds split between early and later-stage investments, looking at startups blending financial services, AI, and alternative assets — Katie Haun, a former Andreessen Horowitz general partner and federal prosecutor who made her name investigating digital assets …
More: Decrypt, TechCrunch, PYMNTS, The Next Web, Deconstructor of Fun, and The Block
X: @alexrkonrad, @katie_haun, and @katie_haun
| Jonathan Vanian / CNBC: |
Pinterest reports Q1 revenue up 18% YoY to $1B, vs. $966M est., MAUs up 11% YoY to 631M, and forecasts Q2 revenue above estimates; PINS jumps 17%+ after hours — Pinterest reported first-quarter earnings on Monday that beat on the top and bottom lines. Shares soared 17% after the report.
More: Investor's Business Daily, The Information, Barron's Online, Benzinga, and Pinterest
| Bloomberg: |
Nearly 20 US state-run health insurance exchanges include ad trackers that send user data like race and citizenship info to companies like Meta, TikTok, Google — Nearly all of the 20 state-run health insurance exchanges in the US have added advertising trackers that transmit user activity …
More: Gizmodo, Tech Brew, TechCrunch, and The Next Web
| Jaspreet Singh / Reuters: |
Palantir reports Q1 revenue up 85% YoY to $1.63B, vs. $1.54B est., US government revenue up 84% to $687M, and US commercial revenue up 133% to $595M — Palantir Technologies (PLTR.O) beat Wall Street estimates for first-quarter revenue on Monday, driven by rising demand for its data analytics software … | Ben Weiss / Fortune: |
Trump's World Liberty Financial countersues Tron founder Justin Sun, alleging defamation, contract violations, and more — One of the Trump family's biggest early crypto backers is now a foe. In response to claims of fraud by billionaire Justin Sun, the Trump-backed crypto firm World …
More: Business Wire, Gizmodo, The Hill, Blockonomi, Mother Jones, Benzinga, NullTX, The Coin Republic, CoinDesk, Bitcoin News, The Block, CBS News, Financial Times, NewsMax.com, Decrypt, CryptoSlate, CoinGape, Crypto Briefing, Coinpedia Fintech News, Reuters, The Crypto Times, crypto.news, Protos, New York Post, Forbes, and The Post Millennial
| Tim Bradshaw / Financial Times: |
Panthalassa, which aims to power floating data centers using energy generated by ocean waves, raised $140M led by Peter Thiel, source says at a $1B valuation — US tech billionaire leads $140mn investment into Panthalassa as search for AI power pushes into exotic new frontiers
More: Portland Business Journal, Washington Examiner, Portland Oregon startups …, Panthalassa, and Ventureburn
X: @brexton, @tim, @jaykapoornyc, @tracydinunzio, @willob, @garthsc, and @tim
| Alex Bronzini-Vender / New York Magazine: |
Inside Palantir Foundation's Atlantic and Pacific Forum at Yale for invited students: State Dept. and Palantir staff share a vision of mixing AI and state power — At a quiet conference at Yale, the company and its allies sketched a vision for AI, state power, and how to mix the two.
X: @philippanass, @jrrosenb, @deliprao, @econ_marshall, and @camkasky
Bluesky: @sixfouronea.net, @jmijin, @theahaykid, and @jacobrosenberg
| Akash Sriram / Reuters: |
Duolingo reports Q1 revenue up 27% YoY to $292M, vs. $288.5M est., bookings up 14% to $308.5M, and expects slower growth in Q2; DUOL drops 12%+ after hours — Duolingo (DUOL.O) posted strong first-quarter results but signaled a more measured growth trajectory ahead, as the language-learning …
More: Barron's Online and Benzinga
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