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May 13, 2026, 10:50 AM
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memeorandum
WeSmirchTop News
| CNBC: |
Nvidia says Jensen Huang has joined President Trump on his China trip; source: Trump called Huang to ask him to join after seeing media coverage of his absence — BEIJING — Nvidia CEO Jensen Huang has joined U.S. President Donald Trump's trip to China, after initial indications the executive had not been invited.
More: New York Times, The Information, Reuters, MarketWatch, Reuters, Business Insider, New York Magazine, BBC, The Hill, Gulf News, Bloomberg, Barron's Online, Just The News, CBS News, Yahoo Finance, Forbes, Benzinga, Mediaite, ANI News, RTÉ, Seoul Economic Daily, Livemint, Hindustan Times, India Today, Cryptonews, DigiTimes, Daily Sabah, Washington Examiner, Macau Business, South China Morning Post, Bloomberg, Mock Paper Scissors, The Asia Business Daily, Bloomberg Law, and HotAir
X: @annmarie, @kristinaparts, @dipwheeler, @josh_wingrove, @elonmusk, @firstadopter, @zerohedge, @elonmusk, @gordocda, @osint613, @bscholl, @the_ai_investor, @katiadoyl, @annmarie, @ryanfedasiuk, @rnaudbertrand, @laraleatrump, @mirandanazzaro, @stevehou, @wholemars, and @jimcramer. Truth Social: @realDonaldTrump …
Forums: r/wallstreetbets and r/StockMarket
| Ben Schoon / 9to5Google: |
Google says Chromebooks will get support through their “existing date commitment”, and “many” models are “eligible to transition” to the Googlebook experience — During The Android Show earlier today, Google revealed its “Googlebook” … | Kyle Kucharski / ZDNET: |
Google unveils Googlebook, a laptop lineup with a unified OS that merges ChromeOS and Android, coming from Acer, ASUS, Dell, HP, Lenovo, and others this fall — ZDNET's key takeaways — Googlebook is a new device line coming this fall. — It merges Android and ChromeOS for smoother phone-to-laptop use.
More: The Keyword, Googlebook, Ars Technica, The Verge, Club386, MacRumors, Windows Central, Tom's Hardware, 9to5Google, VideoCardz.com, Seoul Economic Daily, VideoCardz.com, The Gadgeteer, 9to5Google, BGR, Techaeris, OSnews, The Verge, Neowin, Forbes, and ZDNET
X: @intel, @google, @caro_milanesi, @thefox, @forgebitz, @ssamat, @elkelk, @mweinbach, @patrickmoorhead, @mweinbach, @anshelsag, @stshank, @mweinbach, @nexusben, and @bdsams. LinkedIn: Mat Velloso. Bluesky: @taumuyi
Forums: r/InterstellarKinetics, r/gadgets, and MacRumors Forums
| Allison Johnson / The Verge: |
Google unveils Gemini Intelligence, bundling existing and new Gemini features, including task automation across apps and letting users vibe code Android widgets — We're one step closer to our phones just using themselves. … It is, once again, Gemini season.
More: The Keyword, Ars Technica, Business Today, Business Standard, The Keyword, The Keyword, The Keyword, Android Police, SammyGuru, The Rundown AI, Business A.M, Android Authority, TechCentral.ie, The Indian Express, Digit, Gizchina, Livemint, SamMobile, Tech in Asia, BGR, TestingCatalog AI News, TechCrunch, SlashGear, Android Central, TechCabal, The Shortcut, MediaPost, The Deep View, iClarified, MobileSyrup, TechRadar, Neowin, and Google
X: @sundarpichai, @durvidimel, @laparisa, @seangchau, @ssamat, and @mkbhd
| New York Times: |
Analysis: a16z is the largest known donor in the current US midterm election cycle, spending $115.5M so far on pro-crypto, pro-AI, and Republican Super PACs — The biggest donor in the midterm elections is not Elon Musk, or George Soros, or any of the other billionaires who are often thought to wield the fattest wallets in politics.
X: @teddyschleifer, @accass, @michaelkruse, and @jeff_bilbro
Bluesky: @agelston, @marypcbuk, and @justinhendrix
| Lily Hay Newman / Wired: |
WhatsApp launches Incognito Chat, an AI chat mode built on Private Processing that Meta says lets users talk to AI without Meta being able to access the chats — The company says its new Incognito Chat allows you to use its AI chatbot without anyone else—including Meta—being able to access your conversations.
More: TechCrunch, Moneycontrol, Associated Press, Reuters, T3, Business Standard, Digit, WhatsApp Blog, BBC, Meta Newsroom, The Indian Express, HardwareZone Singapore, and Gadgets 360
X: @whatsapp, @wabetainfo, and @harperscarroll
| Sheera Frenkel / New York Times: |
Anduril raised a $5B Series H led by Thrive and a16z at a $61B valuation, up from $30.5B in June 2025, taking its total funding to $6.82B, and could IPO in 2027 — The start-up, which makes A.I.-backed weapons, was valued at $61 billion in the financing round, double what it was a year ago.
More: TechCrunch, Reuters, Tectonic Defense, Anduril, Pulse 2.0, Business Insider, Bloomberg, Tech Funding News, and CNBC
| Mike Isaac / New York Times: |
Sources: Anthropic is in talks to raise between $30B and $50B at an up to $950B valuation, up from $380B after raising $30B in February 2026 — The start-up, which recently released a powerful A.I. model called Mythos and is separately battling with the Pentagon, was previously valued at $380 billion.| Jennifer Pattison Tuohy / The Verge: |
Amazon is replacing its Rufus AI shopping assistant with Alexa for Shopping, powered by Alexa+, on Amazon.com and its app for all customers in the US — The company is giving its AI-powered assistant special shopping skills on its website and app. … Beginning today, when you type a query into Amazon …
More: The Aisle, Axios, CNBC, Los Angeles Times, The Information, About Amazon, and Morningstar. Bluesky: @mgsiegler.com
| Cade Metz / New York Times: |
Richard Socher's Recursive Superintelligence raised $650M+ from GV, Greycroft, Nvidia, AMD, and others at a $4B valuation to pursue “recursive self-improvement” — Recursive Superintelligence, founded by former Google, Meta and OpenAI researchers, is part of a growing effort … | Winnie Hsu / Bloomberg: |
Analysis: contract prices for NAND chips are up 600%+ since September 2025's end, while DRAM chip prices are up nearly 400%, and analysts expect more increases — The worsening shortage in global memory chips due to the artificial intelligence buildout is driving a widening gulf in corporate results and stock performances.
More: Above Avalon
| The Information: |
Tencent says it plans to spend significantly more on AI infrastructure in H2 2026 as more China-designed AI chips become available “month by month” — Tencent Holdings is gearing up to spend more on AI infrastructure after chip shortages began showing signs of relief.
More: The Economic Times and CNBC
| Michelle Del Rey / USA Today: |
Trump Mobile CEO Pat O'Brien says T1 Phone pre-orders will begin shipping to customers this week, and the device is assembled in the US, after months of delays — Trump Mobile phones are being shipped this week, the company exclusively confirmed to USA TODAY in an email May 11.
More: PCMag, The Verge, Bangor Daily News, Android Authority, Mashable, Futurism, The Wrap, Yahoo News, Raw Story, and Time
| Lily Hay Newman / Wired: |
Foxconn says some of its North American factories suffered a cyberattack in recent days; ransomware group Nitrogen claims it stole 8TB of data — Famous for helping build Apple's iPhones, Foxconn just suffered another cyberattack, highlighting the perils of warehousing some of the world's most valuable data.
More: BleepingComputer, AppleInsider, The Record, The Register, Silicon Republic, iDrop News, TechRadar, Cyber Security News, MacRumors, iPhone in Canada, Focus Taiwan, iClarified, 9to5Mac, DigiTimes, and Lyrie Research
Forums: r/cybersecurity and r/pwnhub
| Rafe Rosner-Uddin / Financial Times: |
Q&A with Amazon SVP of Devices and Alexa Panos Panay on Alexa+, the company's focus on devices for the home, its Leo satellite broadband business, and more — Executive tasked with driving ‘beauty’ and profitability at group's device unit on hardware push that follows Alexa+| Agnieszka Barteczko / Bloomberg: |
Poland says it plans to proceed with a digital services tax of up to 3% on large digital platforms, despite threats of retaliation like tariffs from the US — Poland will continue working on legislation to tax digital platforms, Finance Minister Andrzej Domanski said, despite threats … | Lora Kolodny / CNBC: |
Waymo recalls ~3,800 robotaxis in the US to fix software issues that may cause them to drive onto flooded roads, after some were seen stalled on flooded streets — Waymo is recalling about 3,800 robotaxis in the U.S. to fix software issues that could allow them to “drive onto a flooded roadway …
More: BBC, San Francisco Chronicle, WPXI-TV, Motley Fool, Silicon Republic, Tech Times, Bloomberg, Baller Alert, Insurance Business, NewsMax.com, Silicon Valley Business …, and Inc.com
Forums: r/technology and r/news
| Molly Taft / Wired: |
Internal emails: xAI added 19 gas turbines to Colossus 2 over the past two months; xAI is fighting a lawsuit alleging Clean Air Act violations at the site — Emails show that Elon Musk's company is expanding its use of portable gas-fired power at its Colossus 2 site as a fight over air quality continues.
X: @binarybits, @sgodofsk, @mollytaft, @adamsinger, @allinallnotbad, @mollytaft, @stphn_lacey, @nateforutah, @mr_james_c, @mollytaft, @averyfjames, @generativist, @samfbiddle, and @noahpinion. Forums: r/mississippi
| Katherine Davis / Axios: |
German quantum MRI imaging startup NVision raised a $55M Series B led by Abbott at a $250M to $300M valuation, and plans a $100M+ Series C later in 2026 — NVision, a German quantum imaging technology company, on Wednesday said it has raised a $55 million Series B.
More: Globes, FinSMEs, Forbes, and The Quantum Insider
| Bloomberg: |
Alibaba reports Q4 revenue up 3% YoY to ~$35.8B, below ~$36.3B est., and net income up ~100% to ~$3.7B, in part due to investments, as it seeks to monetize AI — China's twin leaders in artificial intelligence reported revenue that fell short of estimates, disappointing investors who hoped …
More: Reuters, South China Morning Post, Bloomberg, Yahoo Finance, and Wall Street Journal
| Foo Yun Chee / Reuters: |
Apple files an EU submission criticizing draft DMA measures that would require Google to give competing AI services access to Android apps, citing privacy risks — Apple (AAPL.O) on Wednesday echoed Google's criticism of EU antitrust regulators' efforts to force the search giant … | Robbie Whelan / Wall Street Journal: |
UK chip startup Fractile raised a $220M Series B led by Factorial Funds, Accel and Founders Fund to make specialized logic and memory chips for inference — Factorial Funds, Accel and Peter Thiel's Founders Fund invest in company — The U.K. chip startup Fractile said it has raised … | Bloomberg: |
A profile of California Rep. Ro Khanna, who spent years cheering on the tech industry and now supports a 5% billionaire wealth tax and stricter AI regulations — Ro Khanna spent years cheering on the tech industry and building ties with wealthy donors. Now he's pitching himself …
X: @bradstone and @chafkin
| Kim Bhasin / New York Times: |
How eBay CEO Jamie Iannone transformed the company, refocusing on power buyers in categories with especially high resale demand like trading cards and sneakers — The online marketplace has remade itself by focusing on collectibles and other high-end goods — and attracted an unwelcome takeover bid from GameStop.
More: Financial Times, 80 Level, Tech Times, and Ars Technica
| Shiona McCallum / BBC: |
The Lucy Faithfull Foundation's Project Intercept, a partnership with Google, TikTok, and Meta, sent 70M+ warning messages to users seeking CSAM in two years — More than 70 million warning messages have been sent to people attempting to access child sexual abuse material (CSAM) … | Bloomberg: |
Musk v. Altman: Sam Altman testified that in 2017 Musk demanded complete control of a proposed OpenAI for-profit arm, musing that he would pass it to his kids — OpenAI's Sam Altman testified that he was “extremely uncomfortable” with Elon Musk's insistence that he have complete control …
More: Bloomberg Law, San Francisco Business Times, The Guardian, CNBC, Business Insider, The Hans India, Tech in Asia, Fortune, Wired, Courthouse News Service, Forbes, and Wall Street Journal
X: @zeffmax, @timschnabel, @mikeisaac, @mikeisaac, @mtslive, @mikeisaac, @laura_nelson, @mtslive, @mikeisaac, @mikeisaac, @mikeisaac, @mikeisaac, @paulg, @firstadopter, @mikeisaac, @mikeisaac, @mtslive, @mikeisaac, and @mtslive. Bluesky: @caseynewton
| Viola Zhou / Rest of World: |
How the “Facebook House” in Los Altos, Mark Zuckerberg's former residence, became a hub for Chinese AI talent, who are a key part of Silicon Valley's AI boom — Chinese-born tech workers have fueled Silicon Valley for decades. In the AI era, they're superstars.
X: @ruima, @yilingliu95, @ivylala, @tianyuf, @restofworld, @kyleichan, @violazhouyi, @violazhouyi, and @restofworld
| Google DeepMind: |
Google DeepMind details a Gemini-powered mouse pointer that understands what it is pointing at, allowing users to perform tasks without using text-heavy prompts — We are developing more seamless, intuitive ways to collaborate with AI — The mouse pointer has been a constant companion …
More: Google DeepMind on YouTube, WinBuzzer, The Decoder, TheNeuron, Android Central, Phandroid, Android Authority, MarkTechPost, 9to5Google, Digital Trends, Android Central, and MakeUseOf
X: @googledeepmind, @scottbelsky, @demishassabis, @mishaalrahman, @8teapi, @googledeepmind, @googledeepmind, @googledeepmind, and @googledeepmind. Mastodon: @jalefkowit@vmst.io
Forums: Hacker News and r/accelerate
| Bloomberg: |
How the Strait of Hormuz blockade is disrupting global chip supply chains, affecting supplies of helium, bromine, sulfur, and thinners essential to chipmaking — Asian chipmakers, including giants Taiwan Semiconductor Manufacturing Co. and Samsung Electronics Co., are facing disruptions … 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.
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.
Cape:
Most carriers track everything. Cape doesn't. — Unlimited talk, text & data, 24-hr metadata deletion, network ID rotation, SIM-attack defense, and more. Switch today and get 29% off for life.
Most carriers track everything. Cape doesn't. — Unlimited talk, text & data, 24-hr metadata deletion, network ID rotation, SIM-attack defense, and more. Switch today and get 29% off for life.
Zoho:
Meet Zoho Social MCP: Your AI assistant can now help run social media — Social media management has come a long way from simply publishing posts.Today, marketers are expected to create content …
Meet Zoho Social MCP: Your AI assistant can now help run social media — Social media management has come a long way from simply publishing posts.Today, marketers are expected to create content …
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.
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
Channels with Peter Kafka:
Joanna Stern on the New Siri, OpenAI's Weird Gadget, and Life After the Wall Street Journal
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.
Big Technology Podcast:
Here's How The AI Bubble Bursts — With Paul Kedrosky
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.
Invest Like the Best:
Eric Vishria - A Decade of Lessons Investing in Software & Hardware
The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas.
Subscribe to Invest Like the Best.
The Talk Show With John Gruber:
'Getting the Snack Right', With Chance Miller
The director's commentary track for Daring Fireball. Long digressions on Apple, technology, design, movies, and more.
Subscribe to The Talk Show With John Gruber.
Grit:
Booking.com CEO on AI and the Future of Travel
Grit explores what it takes to create, build and scale world-class organizations.
Subscribe to Grit.
Tools and Weapons with Brad Smith:
Connecting the Unconnected: Doreen Bogdan-Martin
Microsoft Vice Chair and President Brad Smith speaks with leaders in government, business, and culture to explore the most critical challenges at the intersection of technology and society.
Subscribe to Tools and Weapons with Brad Smith.
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| Yazhou Sun / Bloomberg: |
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X: @danprimack, @charlesd353, @briannorgard, @richardchen39, @andyyy, @symonebeez, @frankieislost, @centristpeater, @turnernovak, @kukreja_abhinav, @swarajk_, @thedukekim, @givnerariel, @chesterzelaya, @yoheinakajima, @zeroxkyle, @amritwt, @isaacking314, @mikeisaac, @dowdedward, @shardib2, @lex_node, and @tftc21
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