Techmeme
May 4, 2026, 5:25 PM

Top News

New York Times:
Sources: the Trump administration is discussing an EO to create an AI working group to examine AI oversight procedures, including vetting models before release  —  The Trump administration, which took a noninterventionist approach to artificial intelligence, is now discussing imposing oversight …
Bloomberg:
eBay's stock jumps 5% to $109.33, below GameStop's $125/share acquisition offer, in a sign investors see hurdles to completing a deal; GameStop stock drops 10%  —  Meme Stock GameStop Pitches $56 Billion eBay Takeover  —  Video Player is loading.  —  Unmute  —  Current Time 0:00 Loaded: 36.28% Playback Rate
Lauren Thomas / Wall Street Journal:
Wall Street Journal:
Anthropic announces a JV with Blackstone, Goldman Sachs, and Hellman & Friedman that aims to sell AI tools to companies; sources: the JV is worth ~$1.5B  —  Anthropic, Blackstone and Hellman & Friedman each expected to invest around $300 million; Goldman Sachs also an investor
Seth Fiegerman / Bloomberg:
Source: OpenAI has raised $4B+ at a $10B pre-money valuation for The Deployment Company, a new joint venture that will aim to help businesses adopt OpenAI tools  —  OpenAI has raised more than $4 billion for a new joint venture that will focus on helping businesses adopt its artificial intelligence software …
Mark Gurman / Bloomberg:
Sources: Apple prepares a “Create a Pass” feature for iOS 27, which lets users take a QR code and generate a custom pass around it for concerts and other venues  —  Apple Inc. is preparing a new “Create a Pass” feature for its next major iPhone software update …
Ashley Capoot / CNBC:
Filing: Elon Musk texted Greg Brockman about settling days before trial; after being denied, he said Brockman and Altman “will be the most hated men in America”  —  Two days before Elon Musk's multi-billion-dollar lawsuit against OpenAI was slated to head to trial …
Bloomberg:
Jack Clark / Import AI:
Anthropic co-founder explains why there's a 60%+ chance of AI systems autonomously building their successors by 2029 and the consequences of automated AI R&D  —  The first step towards recursive self improvement  —  Welcome to Import AI, a newsletter about AI research.
Reuters:
Amazon debuts Supply Chain Services, which lets companies use its logistics network to move, store, and deliver everything from raw materials to final products  —  Amazon.com (AMZN.O) is opening the supply-chain network that has powered its operations for decades to other businesses …
Christopher Mims / Wall Street Journal:
Ex-iRobot CEO Colin Angle launches Familiar Machines & Magic and unveils Familiar, a dog-like, “emotionally intelligent” robot that reacts to owner's feelings  —  The inventor behind the world-famous robot vacuum is now designing robots that form an emotional bond with their owners
Kate Rooney / CNBC:
Bret Taylor's Sierra, which sells AI customer service agents, raised a $950M Series E led by Tiger and GV at a $15.8B post-money valuation, up from $10B in 2025  —  Artificial intelligence startup Sierra is raising nearly a billion dollars in a new funding round, CNBC has learned …
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 …
Natasha Mascarenhas / Bloomberg:
Katie Haun raises $1B for two funds split between early and later-stage investments, looking at startups blending financial services, AI, and alternative assets  —  Katie Haun, a former Andreessen Horowitz general partner and federal prosecutor who made her name investigating digital assets …
Tim Fernholz / TechCrunch:
Musk v. Altman: Stuart Russell, Musk's only AI expert witness, warned of AI risks but his concerns about AI's existential threats were excluded by the judge  —  When do we take AI doomers seriously?  —  That's a key subtext of Elon Musk's attempt to shut down OpenAI's for-profit AI business.
Bloomberg:
Nearly 20 US state-run health insurance exchanges include ad trackers that send user data like race and citizenship info to companies like Meta, TikTok, Google  —  Nearly all of the 20 state-run health insurance exchanges in the US have added advertising trackers that transmit user activity …
Ben Weiss / Fortune:
Trump's World Liberty Financial countersues Tron founder Justin Sun, alleging defamation, contract violations, and more  —  One of the Trump family's biggest early crypto backers is now a foe.  In response to claims of fraud by billionaire Justin Sun, the Trump-backed crypto firm World …
Tim Bradshaw / Financial Times:
Panthalassa, which aims to power floating data centers using energy generated by ocean waves, raised $140M led by Peter Thiel, source says at a $1B valuation  —  US tech billionaire leads $140mn investment into Panthalassa as search for AI power pushes into exotic new frontiers
Alex Bronzini-Vender / New York Magazine:
Inside Palantir Foundation's Atlantic and Pacific Forum at Yale for invited students: State Dept. and Palantir staff share a vision of mixing AI and state power  —  At a quiet conference at Yale, the company and its allies sketched a vision for AI, state power, and how to mix the two.
Akash Sriram / Reuters:
Duolingo reports Q1 revenue up 27% YoY to $292M, vs. $288.5M est., bookings up 14% to $308.5M, and expects slower growth in Q2; DUOL drops 12%+ after hours  —  Duolingo (DUOL.O) posted strong first-quarter results but signaled a more measured growth trajectory ahead, as the language-learning …
More: Benzinga
New York Times:
Former Trump and Biden AI advisers Dean Ball and Ben Buchanan urge bipartisan action on AI security risks, including tighter export controls and safety audits  —  We come from different parties and have guided artificial intelligence policy under very different presidents.
Anton Shilov / Tom's Hardware:
Jensen Huang said Nvidia's market share of AI accelerators in China has “now dropped to zero” and that the 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%.

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More News

Dylan Martin / CRN:
More: Intel, Thurrott, and HotHardware
X: @benbajarin, @intel, and @iancutressLinkedIn: Dylan Martin
Reuters:
Jonathan Vanian / CNBC:

Earlier Picks

Wall Street Journal:
Financial Times:
More: The DecoderLinkedIn: Mark Butcher and Chris Adams