| OpenAI: |
OpenAI announces apps that work inside ChatGPT, piloting Booking.com, Canva, Coursera, Figma, Expedia, Spotify, and Zillow for logged-in users outside of the EU — A new generation of apps you can chat with and the tools for developers to build them. — Try in ChatGPT(opens in a new window)Start building apps(opens in a new window)| Wired: |
At OpenAI's DevDay, Sam Altman and Jony Ive spoke in vague terms about the “family of devices” currently under development; Altman says “it will take a while” — “I don't think we have an easy relationship with our technology at the moment,” the former Apple designer … | Carl Franzen / VentureBeat: |
| Rebecca Bellan / TechCrunch: |
| Financial Times: |
OpenAI's deals with Nvidia, AMD, Oracle, and others for computing power have topped $1T, dwarfing its revenue and raising questions about how it can fund them — Partners including Nvidia, AMD and Oracle have signed up to Sam Altman's huge bet on the future of artificial intelligence| Matt Levine / Bloomberg: |
A look at the OpenAI-AMD partnership, which added ~$78B to AMD's market cap and shows OpenAI is good at deals; last week, OpenAI deals boosted SHOP and ETSY — OpenAI/AMD, Antifraud Co., M&A scoops, World Cup tickets, Gary Gensler's cell phone and Citadel Insecurities. — OpenAI/AMD| Ben Thompson / Stratechery: |
OpenAI's recent deals with Oracle, Nvidia, Samsung, AMD, SK Hynix, and others, plus its DevDay announcements, show it is making a play to be the Windows of AI — OpenAI's flood of announcements are getting hard to keep up with. A selection — not exhaustive! — from just the last month:| Wall Street Journal: |
NYSE owner Intercontinental Exchange says it will invest up to $2B in Polymarket in a cash deal valuing the prediction market at ~$8B; ICE's market cap is $90B+ — Investment from Intercontinental Exchange could help the popular prediction market re-enter the U.S.| Emma Roth / The Verge: |
Qualcomm acquires Italian open-source electronics platform Arduino for an undisclosed sum and will retain the Arduino brand; Arduino releases a Pi-like board — Arduino is also launching a Qualcomm-equipped Uno Q that functions as a single-board computer and microcontroller.| Sima Kotecha / BBC: |
UK police dismantle a gang suspected of smuggling up to 40K stolen phones from the UK to China in the past year, arrest 18 suspects, and recover 2,000 phones — Police say they have dismantled an international gang suspected of smuggling up to 40,000 stolen mobile phones from the UK to China in the past year.| Tyler Katzenberger / Politico: |
California Governor Gavin Newsom signs a law banning excessively loud ads on streaming services like Netflix and Hulu, a US first, modeled on a 2010 federal law — “We heard Californians loud and clear, and what's clear is that they don't want commercials at a volume any louder than the level … | Belle Lin / Wall Street Journal: |
Anthropic and IBM partner to make Anthropic's Claude models available in IBM's latest IDE for large businesses, and IBM aims to add Claude to more products soon — The AI startup and enterprise tech giant team up to make Anthropic's Claude models available to developers on IBM's software| Caleb Mutua / Bloomberg: |
JPMorgan Chase: debt tied to AI-related companies hits $1.2T, making it the largest segment in the investment-grade market at 14%, surpassing US banks at 11.7% — The amount of debt tied to artificial intelligence has ballooned to $1.2 trillion, making it the largest segment in the investment-grade market … | Katie Drummond / Wired: |
Q&A with Patreon CEO Jack Conte on social media algorithms, studying music at Stanford, streaming, paying out $10B, creators, TikTok, influencers, AI, and more — The man who cofounded Patreon is tired of influencers making content to get clicks. He'd rather creators earn lifelong fans—and he has a plan for that.| Theo Wayt / The Information: |
Sources: Tesla abandoned Elon Musk's goal to make thousands of Optimus robots in 2025 due to significant technical challenges, especially with the robots' hands — When Elon Musk takes the stage at Tesla's annual meeting next month, one of the centerpieces of his plan to impress shareholders … | The Information: |
Docs: Oracle generated ~$900M from its Nvidia cloud server rental business, with a $125M gross profit, or a 14% margin, vs. its ~70% overall gross profit margin — Oracle became the best-performing megacap stock of 2025 after its executives said last month that the once-sleepy database firm …
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| Jordan Novet / CNBC: |
| Olivia Solon / Bloomberg: |