Techmeme
May 4, 2026, 8:35 AM

Top News

Lauren Thomas / Wall Street Journal:
GameStop makes an unsolicited ~$56B offer to buy eBay after building a ~5% stake, offering $125/share in cash and stock, a ~20% premium on May 1's closing price  —  Cohen told The Wall Street Journal he wants to make eBay a ‘legit competitor to Amazon’  —  GameStop Chief Executive Ryan Cohen …
Reuters:
Cerebras seeks a valuation of up to $26.62B in its US IPO, aiming to raise $3.5B by selling 28M shares at $115 to $125 apiece in its second attempt to go public  —  Nvidia-rival Cerebras is seeking a valuation of as much as $26.62 billion in its U.S. initial public offering …
Wall Street Journal:
Sources: Anthropic is finalizing a deal for a $1.5B JV with Blackstone, Goldman Sachs, Hellman & Friedman, and others to sell AI tools to PE-backed companies  —  Anthropic, Blackstone and Hellman & Friedman each expected to invest around $300 million; Goldman Sachs also an investor
Anton Shilov / Tom's Hardware:
Jensen Huang said Nvidia's market share of AI accelerators in China has “now dropped to zero” and that US export policy “has already largely backfired”  —  US export restrictions bite. … Nvidia CEO Jensen Huang said that the company's market share of AI accelerators in China has now dropped to 0%.
Deborah Sophia / Reuters:
Amazon debuts Supply Chain Services, allowing other companies to use its logistics network to move, store, and deliver raw materials, final products, and more  —  Amazon.com (AMZN.O) said on Monday it was rolling out “Amazon Supply Chain Services”, opening up its logistics network for other businesses to use.
More: About Amazon
Choe Sang-Hun / New York Times:
How AI tools such as Naver's Talking Buddy and SuperBrain are helping South Korea's elderly ease loneliness, detect emergencies, and slow cognitive decline  —  In the world's fastest aging society, artificial intelligence is being used to make care calls to older adults who live alone and to fight dementia.
More: Newser
Rashi Shrivastava / Forbes:
Brock E.W. Turner / Axios:
Enzo Health, whose AI tools help home health and hospice agencies automate tasks like patient intake and documentation review, raised a $20M Series A led by N47  —  Enzo Health, an AI workflow company for post-acute care, raised a $20 million Series A led by N47, CEO Zach Newman tells Axios Pro exclusively.
Laurie Chen / Reuters:
China's Linkerbot, which holds 80%+ of global dexterous robotic hands market, raised a Series B+ at a $3B valuation and seeks a $6B valuation in its next round  —  Chinese robotics startup Linkerbot, the global market leader in highly dexterous robotic hands for humanoids …
More: The Next Web
Michael Acton / Financial Times:
Apple's handling of vibe coding apps draws complaints from startups like Replit and Anything, which say Apple is applying App Store rules erratically  —  iPhone maker warns about security risks as new software floods its review process  —  Apple's handling of “vibe coding” …

Sponsor Posts

Subquadratic:
Subquadratic: the LLM built for 12M-token reasoning  —  SubQ can reason across entire codebases and document sets in one pass with no RAG workarounds.  Read how SubQ 1.1 Small holds near-perfect retrieval out to 12M tokens.
Cloudflare:
Cloudflare Connect 2026: The Agentic Conference  —  Stop preparing for agents.  Start running them.  100+ sessions, workshops, and speakers from OpenAI, Arm, and Cloudflare across AI, security, and performance.
Zoho:
Get UAE eInvoicing ready with Zoho  —  The UAE announced its eInvoicing mandate on 30 October 2024, when the Ministry of Finance issued Federal Decree-Laws No. 16 and 17 of 2024, laying the legal groundwork for a national eInvoicing system.
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.

Featured Podcasts

Sources:
Marc Benioff on the AI boom, SaaSpocalypse, and future of Slack
Candid conversations with the leaders shaping what's next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a decade.
Subscribe to Sources.
Invest Like the Best:
Gabe Stengel - Building Investing Superintelligence
The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas.
Subscribe to Invest Like the Best.
Grit:
Inside the AI Startup Making Customer Support 65% Cheaper
Grit explores what it takes to create, build and scale world-class organizations.
Subscribe to Grit.
Lenny's Podcast:
90 minutes of unfiltered product advice from Snap and Discord's product chief | Peter Sellis
Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your own product.
Subscribe to Lenny's Podcast.
Big Technology Podcast:
AI Doom Backlash Arrives, Anthropic & OpenAI IPO Outlook, Frontier Business Momentum Slows
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.
Channels with Peter Kafka:
AI Wants to Shop for You. What Could Go Wrong?
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.
 

About This Page

This is a Techmeme archive page. It shows how the site appeared at 8:35 AM ET, May 4, 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.

Earlier Picks

Chavie Lieber / Wall Street Journal:
Chase DiBenedetto / Mashable: