Techmeme
May 14, 2026, 1:30 PM

Top News

Mark Gurman / Bloomberg:
Sources: OpenAI is weighing legal action against Apple after expectations that ChatGPT's Siri integration would generate billions in revenue fell short  —  Apple Inc.'s two-year-old partnership with OpenAI has become strained, according to people familiar with the matter …
Jordan Novet / CNBC:
Cerebras opens at $350, valuing the chipmaker at $100B+, after raising $5.5B by selling 30M shares at $185, the largest US tech IPO since Uber's debut in 2019  —  Cerebras Systems soared in its Nasdaq debut on Thursday, opening at $350 after selling shares at $185, well above the company's expected range.
Jess Weatherbed / The Verge:
Reuters:
Sources: the US has cleared ~10 Chinese companies, including Alibaba, Tencent, ByteDance, and JD.com, to buy Nvidia H200 chips, but no deliveries have been made  —  The U.S. has cleared around 10 Chinese firms to buy Nvidia's second-most powerful AI chip, the H200, but not a single delivery …
Lorenzo Franceschi-Bicchierai / TechCrunch:
OpenAI says two employee devices were impacted via a supply chain attack on TanStack but no user data or production systems were compromised  —  Earlier this week, hackers hijacked several open source projects used by dozens of companies and pushed updates designed to spread malware.
Tim Craig / Washington Post:
Gallup: 71% of Americans oppose local AI data center construction, citing water and electricity issues, with opposition higher among Democrats than Republicans  —  The survey found that Republicans and Democrats are uncomfortable living near a data center, but opposition is especially intense among Democrats.
Wired:
As Meta prepares to lay off ~10% of its staff on May 20, sources say morale is low, and it moved 1,000+ engineers to an AI unit to build generative AI models  —  Next week, Meta is cutting about 10 percent of its staff.  WIRED spoke with more than a dozen current and former employees …
Emma Roth / The Verge:
Jordan Novet / CNBC:
Cisco reports Q3 revenue up 12% YoY to $15.84B, above $15.56B est., raises its FY 2026 AI orders forecast, and is cutting fewer than 4,000 jobs; CSCO jumps 15%+  —  Cisco shares soared 15% after the networking company issued results and guidance that topped Wall Street's projections on Wednesday after the bell.
Carl Franzen / VentureBeat:
Anthropic unveils Claude Agent SDK credits for paid plans, which users can allocate for programmatic usage of third-party agents like OpenClaw, starting June 15  —  Good news, OpenClaw fans — you can once again use your Claude AI subscription to power the hit, open source, autonomous AI agentic harness!
Sam Rutherford / Engadget:
Motorola Razr Fold review: good performance and screen, great battery life, sharp cameras, and stylus support, but heavier than the Z Fold 7 and lackluster AI  —  rating : 8.8 / 10  — Big, bright screens - Great battery life - Surprisingly sharp cameras - Native stylus support - Good performance
Aisha Malik / TechCrunch:
TikTok launches TikTok GO in the US for users to book hotels, attractions, and experiences directly in the app, partnering with Booking.com, Expedia, and others  —  TikTok announced on Tuesday that it's launching TikTok GO, a way for users to discover and book hotels, attractions, and experiences directly within its app.
Wall Street Journal:
Zhaopin: Chinese graduates returning home from abroad rose 12% YoY in 2025, fueling Beijing's plans to take on Silicon Valley; China is offering big incentives  —  More Chinese nationals who return home after working in the U.S., called ‘sea turtles,’ are fueling Beijing's efforts to take on Silicon Valley
AI Security Institute:
Claude Mythos Preview is the first AI model to complete both of AISI's cyber ranges, which measure AI models' cyberattack capabilities; GPT-5.5 solved only one  —  In February 2026, we internally estimated that the length of cyber tasks AI models could complete had doubled every 4.7 months since late 2024 …

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Earlier Picks

Emma Roth / The Verge:
Lucas Ropek / TechCrunch:
Gyana Swain / CSO: