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May 4, 2026, 3:31 PM
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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 …
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  —  EBay said Monday its board and financial advisers would review GameStop's unsolicited proposal
More: ebay Inc., BBC, CNBC, Reuters, GamesBeat, Dallas Business Journal, Benzinga, Gizmodo, Bloomberg, New York Times, Variety, Bloomberg, Deseret News, International Business Times, San Francisco Business Times, MarketWatch, Mashable, PC Gamer, Retail Dive, Al Jazeera, BroBible, Proactive, MobileSyrup, HotHardware, Forbes, Fox Business, UPI, Axios, Fast Company, Decrypt, Yahoo Finance, Associated Press, The Guardian, ScreenRant, CNN, crypto.news, Business Insider, Polygon.com, Türkiye Today, Newser, Blockonomi, 80 Level, Hindustan Times, Bitcoin News, Barron's Online, Kotaku, GameRevolution, iPhone in Canada, Cointelegraph, IGN, The National Pulse, Inc.com, ChannelX, Telegraph, Nintendo Life, Digital Trends, The Verge, France 24, MediaPost, Daily Sabah, Cassandra Unchained, The Information, CBS News, Seoul Economic Daily, TheGamer, Dallas Morning News, Notebookcheck, Dow Jones Newswires, The Straits Times, Pulse 2.0, Financial Times, Value Added Resource, Gamereactor UK, Cord Cutters News, and GamesRadar
X: @ryancohen, @danprimack, @wallstrollup, @squawkcnbc, @joshuahlipton, @mikeisaac, @rmac18, @mikeisaac, @buttfarm69, @swamiknows_, @boilerpaulie, @reesepolitics, @jake__wujastyk, @jpatrades, @apompliano, @kobeissiletter, @deitaone, @parikpatelcfa, @shieldmetax, and @gatorgar
LinkedIn: Emma McCulloch, Andrew Nemeth, and Lauren Thomas
Bluesky: @petertl, @thereverended, @angrydonkeynews, and @wario64.  Mastodon: @newsguyusa@flipboard.social
Forums: r/worldnews, r/MediaMergers, r/gme_meltdown, r/DeepFuckingValue, r/GME, r/Superstonk, r/technology, r/StockMarket, and Slashdot
Bloomberg:
eBay's stock jumps 5%+ to ~$109, below GameStop's $125/share acquisition offer, in a sign investors see hurdles to completing a deal; GameStop stock drops 7%+  —  Meme Stock GameStop Pitches $56 Billion eBay Takeover  —  Video Player is loading.  —  Unmute  —  Current Time 0:00 Loaded: 36.28% Playback Rate
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 …
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 …
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 …
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 …
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
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.
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 …
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.
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
Financial Times:
Sources: some lenders are exploring private deals to sell their data center debt, and some banks are seeking to offload their Oracle-linked loans at a discount  —  Global lenders explore private deals and risk transfers to cut exposure to AI boom  —  Banks are hunting for new ways …
More: The Decoder and Unfogged
LinkedIn: Mark Butcher and Chris Adams
Bluesky: @aethien and @westbywest.  Mastodon: @davidgerard@circumstances.run
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%.
Wall Street Journal:
An analysis of 1.6M Polymarket accounts since November 2022: 0.1% of users get 67% of the profits, with the highest-frequency traders seeing the most success  —  A WSJ analysis shows a small number of accounts on Polymarket and Kalshi—often pros using data-driven algorithmic trading—take home most of the winnings
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.

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From Mediagazer

Max Tani / Semafor:
A look at Trump's embrace of slightly less-well-known conservative media figures and Iran war hawks like WaPo columnist Marc Thiessen and Fox News' Mark Levin

Suzanne Smalley / The Record:
Forbes Media preliminarily agrees to a $10M settlement to resolve a California class action lawsuit alleging unauthorized user tracking via its website

Rebecca Davis O'Brien / New York Times:
Sources: the US EEOC is poised to sue the NYT over a white male employee's allegation that he was denied a sought-after promotion because of his race and gender

More News

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
More: Thurrott, Intel, and HotHardware
X: @benbajarin, @intel, and @iancutress.  LinkedIn: Dylan Martin
Reuters:
Investment and tech firm Long Lake says it will buy corporate travel operator Amex GBT for $6.3B, citing AI's ability to modernize the business travel sector
Jonathan Vanian / CNBC:
The jury-less bench trial phase of Meta's child safety case in NM begins today to determine if Meta's actions were a public nuisance and warrant product changes

Earlier Picks

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