Techmeme
May 6, 2026, 11:15 PM

Top News

xAI:
SpaceX signs an agreement with Anthropic to provide access to Colossus 1, and says Anthropic expressed interest in partnering for orbital compute capacity  —  SpaceXAI has signed an agreement with Anthropic to provide access to Colossus 1, one of the world's largest and fastest-deployed AI supercomputers.
Anthropic:
Following its SpaceX deal, Anthropic doubles Claude Code's five-hour rate limits for paid plans and removes peak hours limit reduction for Pro and Max plans  —  We've agreed to a partnership with SpaceX that will substantially increase our compute capacity.
Carly Nairn / Courthouse News Service:
Musk v. Altman: Shivon Zilis testifies her relationship with Musk didn't influence her duties as an OpenAI board member; she left in 2023 after Musk started xAI  —  “When the father of your babies starts a competitive effort and starts recruiting from OpenAI there is nothing to be done,” …
Jay Peters / The Verge:
Musk v. Altman: Mira Murati testifies that Sam Altman lied to her about the safety standards for a new OpenAI model and that he made her work more difficult  —  OpenAI's former CEO testified under oath that Altman lied to her. … Mira Murati, OpenAI's former CTO, has testified under oath …
Koyena Das / Reuters:
DoorDash reports Q1 revenue up 33% YoY to $4.04B, vs. $4.14B est., and forecasts Q2 marketplace gross order value above estimates; DASH jumps 11%+ after hours  —  DoorDash (DASH.O) on Wednesday forecast second-quarter marketplace gross order value above analysts' estimates …
Michael Acton / Financial Times:
Arm reports Q4 revenue up 20% YoY to $1.5B, says AGI CPU demand will drive $2B in sales in 2027 and 2028, over 2x its prior guidance; ARM jumps 11%+ after hours  —  SoftBank-backed UK group says its first in-house semiconductor has drawn strong demand  —  Arm shares jumped 10 per cent …
Ben Schoon / 9to5Google:
Google Chrome silently installs a ~4GB Gemini Nano model on desktop devices; Google says it has been offered since 2024 and users can remove it via settings  —  The ongoing march of AI features continues to go on, whether you want it to or not, and a recent update to Google Chrome probably installed …
Financial Times:
Uber reports Q1 revenue up 14% YoY to $13.2B vs. $13.3B est., gross bookings up 25% to $53.7B vs. $52.9B est., forecasts Q2 bookings above est.; UBER jumps 8.5%  —  Ride-hailing company posts weaker than expected first-quarter revenues but issues optimistic outlook
Jess Weatherbed / The Verge:
Google updates AI Mode and AI Overviews to add “a preview of perspectives” from firsthand sources like social media and Reddit, presented as “Expert Advice”  —  The new AI Mode and AI Overviews updates bring in perspectives from firsthand sources like social media and web forums.
Reuters:
Sources: DeepSeek is in talks to raise $3B to $4B led by China's national AI fund, valuing DeepSeek at up to $50B  —  Chinese AI startup DeepSeek could be valued at up to $50 billion in its maiden fundraising drive, three sources said, as the large language model builder seeks to reverse …
Frederic Lardinois / The New Stack:
Anthropic updates Claude Managed Agents with “dreaming”, a scheduled process that reviews recent work and updates memory, available in research preview  —  In April, Anthropic launched the public beta of Managed Agents, its platform for running AI agents on its infrastructure.
Cecilia D'Anastasio / Bloomberg:
Google DeepMind takes a minority stake in the maker of Eve Online, a multiplayer role playing game set in outer space, and plans to train its tech on the game  —  Artificial intelligence research is plunging further into video games.  —  Alphabet Inc.'s AI lab, Google DeepMind …
Christopher Kuo / Wall Street Journal:
FanDuel CEO Amy Howe departs after five years, succeeded by President Christian Genetski, as parent company Flutter reports MAUs fell 3% YoY to 14.4M in Q1 2026  —  Howe presided over FanDuel during a boom in sports betting, even as the rise of prediction-market companies posed increasing competition
Lingling Wei / Wall Street Journal:
Sources: the US and China are considering recurring talks on the security risks posed by AI models, with Scott Bessent leading the American side  —  Washington and Beijing recognize that powerful AI models could trigger crises neither side is prepared to manage
Anthropic:
Anthropic researchers detail “model spec midtraining”, which adds a stage between pretraining and fine-tuning to improve generalization from alignment training  —  Sara Price2, Samuel Marks2,†, Jon Kutasov2,†  —  1Anthropic Fellows Program; 2Anthropic; †Equal advising
Richard Nieva / Forbes:
Corgi, which provides insurance for startups and uses AI to generate quotes, manage claims, and more, raised a $160M Series B led by TCV at a $1.3B valuation  —  Named after the company-owned dog, Corgi embodies the sometimes-absurd San Francisco startup scene.  Now it's worth $1.3 billion, after raising $160 million.
Nicholas G. Miller / Wall Street Journal:
Nvidia invests $500M in Corning, which will grow its US optical connectivity capacity by 10x and expand its US fiber production capacity by 50%+; GLW jumps 12%  —  Corning will boost its U.S.-based optical connectivity manufacturing capacity by ten times  —  Nvidia is investing $500 million …
More: Bloomberg
Katie Tarasov / CNBC:

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