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May 4, 2026, 7:45 PM
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memeorandum
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| 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 …
More: Wall Street Journal, Engadget, Axios, The Information, Tom's Hardware, Mashable, Yahoo Finance, NewsMax.com, and Tom's Guide
X: @taylordbarkley, @beffjezos, @beffjezos, @chrisrmcguire, @luke_metro, @kevinbankston, @hamandcheese, @nicoperrino, @adamthierer, @tunguz, @annmarie, @castrotech, @biancoresearch, @bradrcarson, @hadas_gold, @yonashav, @shakeelhashim, @deanwball, @_nathancalvin, @garymarcus, @lilashroff, @dnvolz, and @trevposts
Bluesky: @masnick.com, @attorneynora, @karlbode.com, and @ericjgeller.com
Forums: Hacker News, r/ArtificialInteligence, r/politics, r/singularity, r/Anthropic, r/OpenAI, r/technology, r/LocalLLaMA, and Slashdot
| 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 …
More: Business Insider, NBC News, Bloomberg, Yahoo Finance, Benzinga, NewsMax.com, The Verge, New York Post, and MIT Technology Review
X: @cristinaibalan, @fredlambert, @jimstewartson, @gerritd, @benhylak, and @zeffmax
| Bloomberg: |
Musk v. Altman: Greg Brockman testifies that his OpenAI stake is now worth ~$30B; a Musk attorney asks why he hasn't donated $29B to OpenAI's nonprofit arm — OpenAI co-founder and President Greg Brockman testified that his stake in the startup is now worth almost $30 billion … | 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
More: The Verge, Familiar Machines & Magic, Associated Press, Mashable, Inc.com, The Boston Globe, Boston Business Journal, TechRadar, The Robot Report, and iPhone in Canada. LinkedIn: Colin Angle
| Nicola M White / Bloomberg: |
Elon Musk agrees to pay $1.5M to settle SEC allegations that he cheated Twitter shareholders in 2022 by failing to disclose the 5%+ stake he had in the company — Elon Musk agreed to settle Securities and Exchange Commission allegations that he cheated Twitter shareholders out of millions … | 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 and Anthropic PBC are both forming joint ventures with some of world's most recognizable financial institutions in a race …
More: The Information, The Deep View, Axios, MediaPost, TechCrunch, crypto.news, Constellation Research, Blockonomi, Techstrong.ai, and The Tech Portal
X: @mylesmarino, @edzitron, @krdonnelly, and @anuatluru
| Wall Street Journal: |
More: Blackstone, Bloomberg, New York Times, International Business Times, Reuters, Fortune, Financial Times, Business Insider, Proactive, Implicator.ai, The American Bazaar, Yahoo Finance, Blockonomi, CNBC, and ZeroHedge News
X: @stevehou, @stevehou, @levie, @realpaulsmith, @scaling01, @doodlestein, @andrewcurran_, @atshruti, @berber_jin1, and @edzitron
LinkedIn: Scott Griffiths, Krishna Rao, Karina Taveras, and M Mohan. Mastodon: @paco@infosec.exchange
Forums: r/technology and Slashdot
| 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.
X: @andymasley, @jackclarksf, @binarybits, @jackclarksf, @danwilliamsphil, @_nathancalvin, @emollick, @ahall_research, @jackclarksf, @mariushobbhahn, @petermccrory, @sjgadler, @ilex_ulmus, @jason, @krishnanrohit, @jackclarksf, @sudoraohacker, @jackclarksf, @jackclarksf, and @alexolegimas. Forums: r/singularity
| Meir Orbach / CTech: |
Cisco agrees to acquire Astrix Security, which helps companies monitor and control the permissions granted to AI agents, a source says for approximately $400M — The Israeli startup, backed by Menlo Ventures and Anthropic, targets growing risks from non-human identities and autonomous AI agents.
More: Cisco Blogs, The Information, Network World, and CRN
| 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 …
More: Sierra blog, The Economic Times, PYMNTS, Axios, Yahoo Finance, and TechCrunch
| 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 …
More: About Amazon, Seattle Business Journal, Benzinga, Barron's Online, The Post Millennial, US ASCS, Motley Fool, New York Post, Dow Jones Newswires, Reuters, UPI, Supply Chain Dive, CNBC, The Tech Portal, Bloomberg, Blockonomi, ZeroHedge News, Investor's Business Daily, Yahoo Finance, The Verge, TechCrunch, Financial Post, Inc.com, GeekWire, The US Sun, and iPhone in Canada
X: @kennethnym, @austen, @trungtphan, @kentcdodds, @atshruti, @developerharris, @joshkale, and @amazon
LinkedIn: Farzin Shadpour and Doug Herrington
| Tanaya Macheel / CNBC: |
Crypto stocks jump after lawmakers struck a compromise on the CLARITY Act to preserve stablecoin rewards under certain conditions; Circle's stock closed up ~20% — Shares of Circle surged after lawmakers over the weekend struck a compromise on the market structure bill known as the CLARITY Act … | Mike Rogoway / Oregonian: |
Lattice Semiconductor agrees to acquire AMI for $1.65B in cash and stock; Georgia-based AMI provides firmware and infrastructure manageability for cloud and AI — Hillsboro-based Lattice Semiconductor said Monday it is buying a Georgia tech company called AMI for $1.65 billion in cash and stock …
More: Portland Business Journal, Reuters, Yahoo Finance, AMI, and Lattice Semiconductor
| 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 … | Larry Dignan / Constellation Research: |
SAP to acquire Dremio, an open data lakehouse provider, and Prior Labs, which it pledges to invest €1B in over four years, hoping to create a frontier AI lab — SAP said it will acquire Dremio, an open data lakehouse player, in a move that aims to use SAP Business Data Cloud combine SAP data with non-SAP data.
More: SAP News Center, SiliconANGLE, SAP News Center, CIO Dive, Yahoo Finance, Techstrong.ai, The Next Web, and CRN. LinkedIn: James Rowland-Jones
| 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 …
More: CNET, PYMNTS, Macworld, 9to5Mac, BGR, AppleInsider, The Next Web, iPhone in Canada, MacRumors, The Tech Portal, Cult of Mac, Digital Trends, and MacRumors
Forums: r/apple and MacRumors Forums
| 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 …
More: Decrypt, Blockchain.News, TechCrunch, PYMNTS, and The Next Web
X: @alexrkonrad, @katie_haun, and @katie_haun
| Jaspreet Singh / Reuters: |
Palantir reports Q1 revenue up 85% YoY to $1.63B, vs. $1.54B est., US government revenue up 84% to $687M, and US commercial revenue up 133% to $595M — Palantir Technologies (PLTR.O) beat Wall Street estimates for first-quarter revenue on Monday, driven by rising demand for its data analytics software … | Jonathan Vanian / CNBC: |
Pinterest reports Q1 revenue up 18% YoY to $1B, vs. $966M est., MAUs up 11% YoY to 631M, and forecasts Q2 revenue above estimates; PINS jumps 17%+ after hours — Pinterest reported first-quarter earnings on Monday that beat on the top and bottom lines. Shares soared 15% after the report.
More: Bloomberg, Investor's Business Daily, The Next Web, Benzinga, and Pinterest
| Peter Loftus / Wall Street Journal: |
How AI is transforming the pharma industry, with most gains so far from back-office streamlining and faster manufacturing rather than breakthrough drug research — Drug companies like Eli Lilly and Roche are racing to build supercomputers to help fix the 90% failure rate in drug development| Diana Novak Jones / Reuters: |
New Mexico child safety trial: New Mexico asks a judge to declare Meta a public nuisance and to order it to pay $3.7B and overhaul its apps to protect children — The U.S. state of New Mexico on Monday asked a judge to declare Meta Platforms (META.O) a public nuisance …
More: Bloomberg Law, LAW.com, KYMA-TV, New York Post, Source New Mexico, Law360, Albuquerque Journal, Breitbart, Associated Press, TechRadar, NPR, KFOX-TV, and CNBC
X: @swiftstories, @moflatley, @swiftstories, @andymstone, @swiftstories, and @swiftstories. Bluesky: @vivarioarriba
| Olivia Poh / Bloomberg: |
Grab reports Q1 revenue up 24% YoY to $955M, above est., and a $154M adjusted EBITDA, vs. $146.3M est., helped by resilient demand for ride hailing and delivery — Grab Holdings Ltd. reported first-quarter profit that exceeded analysts' estimates, helped by resilient demand for ride hailing …
More: Grab
| 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 …
More: Business Wire, Gizmodo, The Coin Republic, Cointelegraph, Mother Jones, NullTX, CoinDesk, Benzinga, Bitcoin News, Blockonomi, The Block, CBS News, Financial Times, NewsMax.com, Decrypt, CryptoSlate, CoinGape, Crypto Briefing, Coinpedia Fintech News, Reuters, The Crypto Times, crypto.news, Protos, and Forbes
| Dylan Martin / CRN: |
Intel taps Alex Katouzian, an ex-Qualcomm EVP, to lead Client Computing & Physical AI group, and names Pushkar Ranade as CTO, after serving on an interim basis — With the hiring of Alex Katouzian, who was responsible for mounting a new challenge against Intel's PC dominance …
More: Reuters, Tom's Hardware, Intel, Thurrott, and HotHardware
X: @benbajarin, @intel, and @iancutress
LinkedIn: Annie Shea Weckesser, Lip-Bu Tan, and Dylan Martin
| 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.Sponsor Posts
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