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April 30, 2026, 1:05 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 …
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.
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  —  Samsung Electronics reported an over eightfold increase in first-quarter operating profits on Thursday, hitting a new record …
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
More: New York Times, BBC, and Digit
X: @zeffmax, @zeffmax, and @zeffmax.  Bluesky: @brbarrett
Angel Au-Yeung / Wall Street Journal:
Musk v. Altman: Elon Musk says he was a “fool” for backing OpenAI, accusing Altman and Brockman of manipulating him into donating tens of millions of dollars
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 …
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%+  —  Meta Shares Plunge as AI Investments Raise Spending Outlook  —  Video Player is loading.  —  Unmute  —  Current Time 0:00 Loaded: 12.32% Playback Rate
Meta:
Meta reports Q1 revenue up 33% YoY to $56.31B, net income up 61% YoY to $26.77B, and says “scrutiny on youth-related issues” may “result in a material loss”
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
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 …
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.
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.
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 …
Jordan Novet / CNBC:
Microsoft says Q3 Intelligent Cloud revenue was $34.68B, vs. $34.27B est., with Azure and other cloud services up 40% YoY; Microsoft 365 Copilot has 20M+ seats  —  Microsoft issued higher-than-expected capex guidance for 2026, with the software maker's quarterly earnings and revenue topping estimates.
Microsoft:
Microsoft reports Q3 revenue up 18% YoY to $82.9B, net income up 23% YoY to $31.8B, and says its AI business, up 123% YoY, passed a $37B annual revenue run rate
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.
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.
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.
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

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This is a Techmeme archive page. It shows how the site appeared at 1:05 PM ET, April 30, 2026.

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From Mediagazer

Minho Kim / New York Times:
Sarah B. Rogers, Trump's nominee to lead USAGM, says she would reinstate some agency employees; if confirmed, she would still serve in the State Department

Wall Street Journal:
UMG shares fall 25%, the record company's worst day since its 2021 IPO, following disappointing Q2 results; UMG is down 40%+ over the past 12 months

Gene Maddaus / Variety:
Swiss film producer Simon Afram sues Netflix for $105M, saying Netflix lost an unencrypted copy of a film starring Nicolas Cage that he spent $45M to produce

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