Techmeme
April 30, 2026, 5:30 PM

Top News

Apple:
Apple reports Q2 revenue up 17% YoY to $111.18B, vs. $109.66B est., net income up 19% to $29.6B, and EPS up 22% to $2.01, above $1.95 est.  —  March quarter records for total company revenue, iPhone revenue, and EPS  —  Services revenue reaches new all-time high
Jennifer Elias / CNBC:
Apple Q2: iPhone up 22% YoY to $56.99B, vs. $57.21B est., Mac up 6% to $8.4B, iPad up 8% to $6.91B, and Wearables, Home, and Accessories up 5% to $7.9B  —  Apple reported earnings and revenue for its fiscal second quarter that topped analysts' estimates, driven by growth in the company's services business.
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 …
New York Times:
Wired:
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 …
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 …
Jess Weatherbed / The Verge:
Google is rolling out Gemini to cars that have Google built in, replacing Google Assistant, starting with English in the US  —  The current Google Assistant is being replaced with a smarter, more conversational upgrade. … Google is preparing to update vehicles that have Google built-in with its Gemini AI assistant.
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
Thomas Barrabi / New York Post:
Filing: Meta says it might be forced to withdraw its apps from New Mexico if a judge orders it to adopt the state's proposed safety features  —  Mark Zuckerberg's Meta is threatening a total shutdown of Facebook and Instagram in New Mexico if a state judge orders the company to adopt new safety features …
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 …
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.
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  —  Meta Platforms Inc. sold $25 billion of investment-grade bonds, hitting the market with a jumbo deal for the second time in six months …
Bloomberg:
Gabe Gurwin / GameSpot:
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 …
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.
Anhata Rooprai / Reuters:
Atlassian reports Q3 revenue up 32% YoY to $1.79B, vs. $1.69B est., and raises its annual revenue forecast; TEAM jumps 17%+ after hours  —  Atlassian (TEAM.O) raised its annual revenue forecast on Thursday, betting that its investments in artificial-intelligence features and a push …
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.
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 …

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Earlier Picks

Counterpoint Research:
Anthropic:
Krisztian Sandor / CoinDesk: