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April 30, 2026, 2:05 PM
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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
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 …
Dylan Butts / CNBC:
Samsung reports Q1 revenue up 69% YoY to ~$90.2B, above ~$89.4B est., and operating profit up 756% to ~$38.5B, above ~$37.2B est., driven by AI memory demand
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 …
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 …
Bloomberg:
Polymarket partners with Chainalysis to deploy a detection model to “surface patterns consistent with insider knowledge in prediction markets” and other tools
New York Times:
Musk v. Altman: when asked whether xAI has ever distilled tech from OpenAI, Elon Musk says the claim is “partly” true  —  On his third day of testimony, Elon Musk is being cross-examined by lawyers from OpenAI and Microsoft.  His answers on the stand grew testy on Wednesday.
Wired:
Musk v. Altman: internal 2017 emails show Musk sought majority voting control over OpenAI co-founders, withheld promised funding, and tried to poach researchers
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.
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” …
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.
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.
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
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 …
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.
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.
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.
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.
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 …
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.
Chloe Meley / Bloomberg:
European software companies, including SAP, Capgemini, Nemetschek, Hexagon, and Dassault, report better-than-expected earnings despite AI fears and the Iran war  —  Europe's software companies are doing better than expected this earnings season, brushing off fears around artificial intelligence …
More: CTech
New York Times:
Digital advertising is booming for Google and Meta, helped by AI tools used for creating ads, translating copy, targeting, bidding, measuring results, and more  —  For years, DribbleUp, a sports equipment company, spent its own time and resources figuring out whom it should advertise its basketballs and soccer balls to on Facebook.

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This is a Techmeme archive page. It shows how the site appeared at 2:05 PM ET, April 30, 2026.

The most current version of the site as always is available at our home page. To view an earlier snapshot click here and then modify the date indicated.

From Mediagazer

Alex Weprin / The Hollywood Reporter:
Filing: Byron Allen sold his 10.7% Starz stake over August and September, netting a bit less than $45M; he acquired it from Steve Mnuchin's Liberty 77 for $25M

Wall Street Journal:
MGM Resorts says talks with People Incorporated are over, after each weighed buying the other; MGM amended its voting deal with People, which owns ~27% of MGM

Mauro Orru / Wall Street Journal:
UMG reports Q3 revenue up 12% YoY to €3.39B, vs. €3.33B est., and subscription and streaming revenue up 18% to €1.81B, or up 8% excluding Downtown

More News

Earlier Picks

Counterpoint Research:
Apple shipped 71.6% of all smartphones with satellite connectivity in 2025; smartphones with satellite connectivity to reach 46% of global shipments by 2030
Riley Griffin / Bloomberg:
Meta raises its 2026 capex to between $125B and $145B, above analysts' est. and marking a ~7.4% jump from its $115B-$135B forecast in January; META drops 10%+
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