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April 30, 2026, 9:20 AM
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memeorandum
WeSmirchTop News
| 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 — Tensions flared on the third day of trial in Musk v. Altman as OpenAI's lawyers cross-examined Musk.
More: New York Times, The Verge, Australian Financial Review, Digit, BBC, and HealthcareInfoSecurity.com. 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 — Billionaire says OpenAI co-founder Sam Altman wasn't honest about nonprofit mission
More: Reuters, San Francisco Chronicle, Tech Times, The Verge, CNBC, Gizmodo, NBC News, The Information, Reality Tea, Business Insider, Newser, The Independent, Courthouse News Service, New York Times, The Times, NBC News, Bloomberg, The Guardian, Financial Times, NPR, and Wired
X: @miles_brundage, @garymarcus, @mikeisaac, @mikeisaac, @_nathancalvin, @michelletomkim, @zeffmax, @mikeisaac, @mikeisaac, @ceodonovan, @ceodonovan, @hadas_gold, @ceodonovan, and @ceodonovan
Bluesky: @karlbode.com, @lorak, and @donmoyn
Forums: r/EnoughMuskSpam and r/NewsOfTheStupid
| 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
More: Wall Street Journal, New York Times, The Irish Times, Axios, Sherwood News, Business Insider, Reuters, Benzinga, Bloomberg, Barron's Online, Mobile World Live, The Economic Times, Bloomberg, Inc.com, Fortune India, Key Context, TheNeuron, Watcher Guru, Radio Free Mobile, Fortune, CNBC, MarketWatch, The Information, Yahoo Finance, and Implicator.ai. Bluesky: @justinhendrix
| 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 — Microsoft Cloud and AI Strength Fuels Third Quarter Results — REDMOND, Wash. — April 29, 2026 — Microsoft Corp. today announced …
More: Business Today, TechRadar, Game Developer, Kotaku, 80 Level, IGN, Pure Xbox, Eurogamer.net, Verdict, Neowin, SiliconANGLE, and Search Engine Roundtable
| 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.
More: Microsoft, TechCrunch, Search Engine Journal, Pureinfotech, Yahoo Finance, GamesIndustry.biz, Watcher Guru, DigiTimes, Semafor, Reuters, and Thurrott. Forums: r/GithubCopilot
| Alphabet: |
Alphabet reports Q1 revenue up 22% YoY to $109.9B, above $107.2B est., and Google Cloud revenue up 63% to $20B, above $18.05B est.; GOOG jumps 6%+ pre-market — MOUNTAIN VIEW, Calif. - April 29, 2026 - Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended March 31, 2026.| Jennifer Elias / CNBC: |
| 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.
More: Ars Technica, Livemint, TechRadar, The Indian Express, and Wired
X: @openai, @juliarturc, @openai, @openai, @tenobrus, @cfgeek, @zizhpan, @openai, @theo, @gdb, @canteverdie, @hosseeb, @nrehiew_, @chatgptapp, @thsottiaux, @openaidevs, @giffmana, @phuguo, and @laurentia___
Forums: Hacker News, r/stupidpol, r/slatestarcodex, r/singularity, r/LocalLLaMA, and Ars OpenForum
| 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
More: The Next Web, PYMNTS.com, The Decoder, Yahoo Finance, Proactive, TechCrunch, CNBC, Gizmodo, BMI, Silicon UK, The Straits Times, Reuters, and The Information
| 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” — Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter ended March 31, 2026.
More: Engadget, The Register, The Verge, Music Ally, Finbold, CNBC, TechCentral.ie, Tech in Asia, Social Media Today, Mediaweek, Business Insider, Marketing Interactive, SiliconANGLE, Yahoo Finance, Wall Street Journal, and Meta
X: @stockmarketnerd, @hedgeyecomm, @munster_gene, @munster_gene, @munster_gene, @munster_gene, @stocksavvyshay, @supbagholder, @briansozzi, @drewcohenmoney, and @stocksavvyshay
Threads: @mwi.invest and @kurtwag8
| Riley Griffin / Bloomberg: |
More: TechCrunch, BBC, Investing.com, Bloomberg Law, Benzinga, The Guardian, Reuters, Wall Street Journal, Digital Journal, CNBC, Fortune, Nikkei Asia, CNBC-TV18, Deadline, Capital Brief, Android Central, Telegraph, Quartz, The Information, The Hollywood Reporter, Yahoo Finance, Variety, Sherwood News, Barron's Online, and Sherwood News
| 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 …
More: Samsung Newsroom, SamMobile, Culpium, South China Morning Post, Fortune, UPI, The Korea Times, The Straits Times, Reuters, Dow Jones Newswires, DigiTimes, Benzinga, Tech in Asia, The Korea Herald, Reuters, Korea Joongang Daily, and Bloomberg
X: @sam_badawi, @dnystedt, @dnystedt, @dnystedt, @dnystedt, @dnystedt, @zephyr_z9, @jukan05, @dnystedt, and @dnystedt
| 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 … | 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 …
More: The Next Web, The Verge, New York Times, Bloomberg, MediaNama, The Decoder, Bloomberg Law, Digit, Reuters, and Axios
X: @deanwball, @morqon, @codytfenwick, @miles_brundage, @biancoresearch, and @fleetingbits. Bluesky: @campuscodi.risky.biz. Mastodon: @jeffjarvis@mastodon.social
| Financial Times: |
Study: long-shot Polymarket bets on military action, defined as wagers of $2,500+ at odds of <35%, have an average ~52% win rate, above 25% for political bets — High rate of winning wagers likely to add to concerns that sensitive information can leak on prediction markets
| 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.
More: PCMag, Kotaku, The Verge, FlatpanelsHD, Neowin, Tech Times, Gameranx, DayOne, TechRadar, Trusted Reviews, VideoCardz.com, Mirror, PlayStation LifeStyle, Press Start, IGN, 80 Level, Tech4Gamers, and TheGamer
X: @egycnq, @reallifefakewiz, @mrpyo1, @manabyte, @nick_marseil, @detectiveseeds, @doesitplay1, @doesitplay1, @doesitplay1, @doesitplay1, @mrpyo1, @doesitplay1, and @thecarteldel
Forums: r/pcmasterrace, r/LinusTechTips, r/GameFeed, r/PS5_Jailbreak, r/consoles, r/PlayStationForum, r/gaming, and r/PS5
| Dina Bass / Bloomberg: |
OpenAI says it has signed contracts for 10GW of US AI compute capacity, securing 3GW+ added in the past 90 days, hitting a goal it once aimed to reach by 2029 — OpenAI has met a key milestone for securing AI capacity in the US several years ahead of schedule, boosting the startup's ambitious plans for data center expansion.| Shalini Ramachandran / Wall Street Journal: |
How US schools' overreliance on YouTube for educational content encourages students to drift into endless video scrolling on school-issued devices — Parents find their kids captive to the video streaming site on their school-issued devices; for one, it was 13,000 YouTube videos in three months
More: Gizmodo, New York Times, Scientific American, and Throughline
| 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.| Frank Konkel / Nextgov/FCW: |
The US FDA launches a pilot using AI and cloud computing that gives it a “direct data feed” to real-time clinical trial data, aiming to speed up drug approval — Through a new pilot program announced this week, the Food and Drug Administration will use artificial intelligence …
More: Federal Register and The Decoder
| Reuters: |
Sources: strong AI demand in China nearly doubles prices for Nvidia's B300 servers to ~$1M each, as a crackdown on chip smuggling dries up black market supply — Strong demand for AI computing equipment in China has nearly doubled prices for Nvidia's B300 servers to about 7 million yuan …
More: Semafor, The Next Web, and Tech in Asia
| Patrick Sykes / Bloomberg: |
Iran's internet blackout, which costs an estimated $80M per day in economic damage, is dividing its military and civilian government, which opposes the measure — Iran's record internet blackout is emerging as a key dividing line between the country's powerful security apparatus and its civilian government …
X: @netblocks, @netblocks, and @netblocks
| Amazon: |
Amazon reports Q1 revenue up 17% YoY to $181.5B, net income up 77% YoY to $30.3B, operating income up 30% YoY to $23.9B, and a $20B+ revenue run rate from chips — Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its first quarter ended March 31, 2026.
More: The Register, Quartz, PYMNTS.com, SiliconANGLE, About Amazon, CRN, Yahoo Finance, Reuters, and CNBC
| 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.
More: Time, crypto.news, Morningstar, eMarketer, and The Verge
| 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.| Ian King / Bloomberg: |
Qualcomm reports Q2 revenue down 3% YoY to $10.6B and says a top hyperscaler is on track to begin using its chips later in 2026; QCOM jumps 12%+ pre-market — Qualcomm Inc. rallied in late trading after the company said it was making headway in the lucrative data center market and predicted …
More: s204.q4cdn.com, DigiTimes, Barchart.com, Tech in Asia, SiliconANGLE, CNBC, and Reuters
| Fortune: |
Meta quietly rolled out USDC stablecoin payouts on Solana and Polygon for select creators in Colombia and the Philippines, per a Facebook support page — Meta has reentered the stablecoin market. Four years after pulling the plug on an earlier attempt, the tech giant has quietly rolled …
More: Meta Business Help Center, Unchained, Todayq News, Cryptonews, Bitcoin Insider, CryptoSlate, Stripe, crypto.news, Cointelegraph, Cryip, NewsBTC, The Information, Bitcoin News, The Block, CoinDesk, and CoinCentral
X: @0xpolygon, @dwr, @hosseeb, @entrylevelvp, @0xpolygon, @hhorsley, @ryanwatkins_, @stripe, @varunsrin, @matthuang, @nischayup, @laurashin, @andymstone, @dianachimes, @jerallaire, @vibhu, @solana, @0xmarcb, @sandeepnailwal, @0xaishwary, @toly, and @whosknave. Forums: r/CryptoCurrency
| 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.| Bloomberg: |
Sources: the EU is drafting a revised Chips Act II, set for late May, that would grant it power to invest directly in large, cross-border manufacturing projects — The European Union's revamped plans to stimulate the semiconductor industry would allow the bloc's executive arm to invest directly … | Isabella Simonetti / Wall Street Journal: |
Sources: London-based DAZN agrees to acquire ViewLift, which builds tech for streaming services for 15 professional US sports teams and others, for ~$100M — DAZN is seeking to expand its reach within the U.S. — Sports media company DAZN has agreed to buy technology company ViewLift … Sponsor Posts
Niantic Spatial:
World models need real-world data — Scaniverse is the gateway to spatial services — self-serve and built for AI and robotics. Large-area 3D reconstruction from 360° cameras and precise localization, anywhere machines operate.
World models need real-world data — Scaniverse is the gateway to spatial services — self-serve and built for AI and robotics. Large-area 3D reconstruction from 360° cameras and precise localization, anywhere machines operate.
Zoho:
Meet Zoho Books MCP: Bring AI-powered accounting to your business — Isn't change the only constant? And that holds true for accounting too. For years, accounting software has helped businesses manage their finances …
Meet Zoho Books MCP: Bring AI-powered accounting to your business — Isn't change the only constant? And that holds true for accounting too. For years, accounting software has helped businesses manage their finances …
IDrive:
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.
Anuma:
The Private AI That Remembers — Anuma is the all-in-one AI platform with private, portable memory. Chat, text, create, build, and solve across every model.
The Private AI That Remembers — Anuma is the all-in-one AI platform with private, portable memory. Chat, text, create, build, and solve across every model.Featured Podcasts
Access:
What happens when AI runs a store
A show about the tech industry's inside conversation, hosted by tech reporter Alex Heath and founder whisperer Ellis Hamburger.
Subscribe to Access.
The Nick, Dick and Paul Show:
Why Blockbuster Failed
Nick Bilton, Dick Costolo, and Paul Kedrosky pull back the curtain on AI, startups, and the future rushing toward us, all with healthy dose of irreverence.
Subscribe to The Nick, Dick and Paul Show.
Big Technology Podcast:
Mark Cuban: AI Hype vs. Reality, OpenAI's Wasting $1 Trillion, Lebron vs. Jordan
The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators.
Subscribe to Big Technology Podcast.
Uncapped with Jack Altman:
Tarek Mansour from Kalshi
Conversations with people I admire about things I'm genuinely interested in.
Subscribe to Uncapped with Jack Altman.
Channels with Peter Kafka:
AI Can Make Software Now. That Changes Everything, with Paul Ford
Media and tech aren't just intersecting - they're fully intertwined. To understand how those worlds work, Peter Kafka talks to industry leaders, upstarts and observers.
Subscribe to Channels with Peter Kafka.
Tools and Weapons with Brad Smith:
Ryan Roslansky: Turning AI Anxiety into Skills for the Future of Work
Microsoft Vice Chair and President Brad Smith speaks with leaders in government, business, and culture to explore the most critical challenges at the intersection of technology and society.
Subscribe to Tools and Weapons with Brad Smith.
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