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May 14, 2026, 8:55 PM
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| 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 …
More: Futurism, New York Times, The Information, PYMNTS, TechCrunch, Reuters, Financial Times, Gizmodo, Politico, PhoneArena, Forbes, Implicator.ai, The Next Web, iDrop News, iPhone in Canada, Benzinga, 9to5Mac, Techstrong.ai, Yahoo Finance, iClarified, AppleInsider, The Asia Business Daily, Daring Fireball, Cult of Mac, The Mac Observer, MacRumors, MediaNama, MacTech.com, MacDailyNews, and Sherwood News
X: @markgurman, @kyliebytes, @mikeisaac, @markgurman, @markgurman, @patrickmoorhead, @adamscochran, and @markgurman
Bluesky: @caseynewton, @daniloc.xyz, @carlquintanilla, @mgsiegler.com, @kithrup, @marypcbuk, @wowbaggert, and @elaineburke
Forums: Hacker News, r/aiwars, r/apple, and MacRumors Forums
| Bloomberg: |
Cerebras shares closed up 68% at $311.07 in the company's Nasdaq debut after it raised $5.5B in the year's largest IPO, giving it a market value of $67B — Cerebras Systems Inc. shares jumped 68% in its trading debut after raising $5.5 billion in the year's largest IPO …
More: CNBC, The Register, Financial Times, The Information, TechCrunch, Reuters, Yahoo Finance, The Next Web, Blockonomi, CoinDesk, Barron's Online, Bloomberg, Bloomberg, Axios, The Tech Portal, SiliconANGLE, Benzinga, Tech Times, Yahoo Finance, TelecomTV, Fast Company, Bloomberg Law, HPCwire, Wall Street Journal, Sweden Herald, Silicon Republic, Android Authority, The Economic Times, and CNBC
X: @cerebras, @saranormous, @andrewbenson, @mrgoldbro, @jaltma, @stocksavvyshay, @stocksavvyshay, @rolfewinkler, @skupor, @danprimack, @katie_roof, @dinabass, and @morningbrew. Bluesky: @jordannovet.cnbc.com. Forums: r/wallstreetbets
| CJ Haddad / CNBC: |
Cerebras co-founders CEO Andrew Feldman and CTO Sean Lie own stakes worth $3.2B and $1.7B, respectively, representing about 5.5% and 3% of the company — The tech billionaires club has two new members after Cerebras' blockbuster IPO lifted the chipmaker's market cap close to $100 billion.| Zac Hall / 9to5Mac: |
OpenAI adds remote access to Codex in the ChatGPT mobile app, letting users control Codex sessions running on a connected computer directly from a phone — OpenAI has released a new way to interact with its Codex app from your smartphone. An update to ChatGPT's mobile app brings remote access …
More: OpenAI, Thurrott, Reuters, TechCrunch, iClarified, The New Stack, Engadget, The Verge, Business Insider, TestingCatalog AI News, The Deep View, Composio, and How-To Geek
X: @openai, @openaidevs, @openai, @polynoamial, @javi, @gdb, @nickbaumann_, @dimillian, @thsottiaux, @adamwathan, and @sama. Forums: r/OpenAI
| 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.
More: The Register, Gallup, Tom's Hardware, The Deep View, TechRadar, ConsumerAffairs.com, Implicator.ai, Washington Examiner, The Decoder, HotHardware, Tech Brew, The Verge, Mother Jones, Benzinga, Sherwood News, Bisnow, The Hill, Semafor, CNET, NewsMax.com, Forbes, Techstrong IT, Washington Times, and Business Insider
X: @berniesanders, @matth_4america, @petertwinklage, @mattwalshblog, @garrytan, @andrewcurran_, @rahll, and @forhumanitypod
Bluesky: @johngramlich, @mamasissiesays, @johngramlich, @moreperfectunion, and @kostyack
| @mingchikuo: |
Sources: Intel has begun testing production of “low-end/legacy iPhone, iPad, and Mac processors”; Apple thinks TSMC's resources will continue tilting toward AI — ... Apple has kicked off low-end/legacy iPhone, iPad, and Mac processors at Intel on the 18A-P series (using Foveros packaging).
More: iClarified, AppleInsider, PhoneArena, Tom's Guide, Moneycontrol, Barchart.com, 9to5Mac, MacRumors, MacTech.com, and TWiT.tv
| 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.
More: OpenAI, BleepingComputer, PCMag, The Record, Decrypt, The Next Web, Reuters, and Lyrie Research
| Natasha Mascarenhas / Bloomberg: |
Sources: Joshua Kushner's Thrive Capital told its stakeholders that it has invested ~$100M in Shopify, framed as a bet on how AI could lead to gains in commerce — Joshua Kushner's Thrive Capital has taken a stake in Shopify Inc., according to people familiar with the matter, marking a rare bet by the venture firm on a public company.
More: The Information and The Next Web
| Jess Weatherbed / The Verge: |
AT&T, T-Mobile, and Verizon sign an “agreement in principle” to form a joint venture that aims to end wireless dead zones in the US, without giving many details — A new joint venture has been proposed to pool spectrum resources and improve satellite capacity.
More: AT&T, Droid Life, Cord Cutters News, The Information, Yahoo Finance, TelecomTV, Digital Trends, PhoneArena, PCMag, Engadget, Fierce Network, 9to5Mac, Dallas Innovates, Benzinga, Barron's Online, GSMArena.com, AppleInsider, MacTech.com, Advanced Television, Phone Scoop, Android Authority, Dow Jones Newswires, Telecompaper, and LightShed Partners. X: @caro_milanesi
| Jeffrey Dastin / Reuters: |
Anthropic and the Gates Foundation pledge $200M to use AI in health and education initiatives; the foundation signed a similar, $50M deal with OpenAI in January — Anthropic and the Gates Foundation have pledged $200 million to back artificial intelligence-related public goods …
More: Anthropic, PYMNTS, Yahoo Finance, WinBuzzer, and Forbes
| Zac Hall / 9to5Mac: |
Spotify says it will adopt Apple's HTTP Live Streaming tech later in 2026, helping Spotify creators distribute video podcast shows on Apple Podcasts and Spotify — Spotify is making two video podcast announcements today, including one related to Apple's big video podcast enhancement.
More: Spotify for Creators, MacRumors, Neowin, Cult of Mac, iPhone in Canada, The Mac Observer, TechCrunch, Engadget, and iClarified. Bluesky: @johnspurlock.com
| Theo Wayt / The Information: |
Sources: 50+ researchers and engineers have left xAI since the SpaceX acquisition via layoffs, firings, and voluntary departures; many have joined Meta and TML — Call it the SpaceXAI exodus. — More than 50 researchers and engineers working on xAI's Grok models have left … | 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 …
More: Wired, Moneywise, Moneycontrol, Daring Fireball, Futurism, and TechRadar
X: @layoffai and @william_fitz
Bluesky: @katie-drummond, @laurengoode, @couts, @brbarrett, @shiraovide, and @parismarx.com
Forums: Hacker News, r/TrueReddit, r/facebook, r/technology, and Slashdot
| Bloomberg: |
The Senate Banking Committee advances the Clarity Act, which would make CFTC the primary regulator for most digital assets while SEC oversees digital securities — Bitcoin climbed past $80,000 after the Senate Banking Committee advanced a landmark US digital asset market structure bill after months of negotiations.| Associated Press: |
Musk v. Altman: in closing arguments, Musk's attorney doubled down on claims of Altman's untrustworthiness, while OpenAI's lawyer said Musk has no evidence — Lawyers for Elon Musk and OpenAI made their final arguments Thursday in the landmark trial whose outcome could shape the future of artificial intelligence.| 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 …
More: CNBC, Zacks Investment Research, Neowin, Semafor, Fox News, PaymentSecurity.io, MarketWatch, Engadget, International Business Times, Taipei Times, Crypto Briefing, Barron's Online, Investor's Business Daily, Blockonomi, The National, Barchart.com, Forbes, Watcher Guru, Proactive, Livemint, Asia Times, New York Times, Yahoo Finance, CGTN, PC Gamer, Sherwood News, The Decoder, The Information, The Next Web, Modern Diplomacy, Benzinga, China Money Network, and Seoul Economic Daily
X: @jimhansondc, @stocksavvyshay, @kristinaparts, @chrisrmcguire, @chrisrmcguire, @adamscochran, and @reuterstech. Mastodon: @KimPerales@toad.social
Forums: r/AMD_Stock, r/NVDA_Stock, and Slashdot
| Tom Warren / The Verge: |
Sources: Microsoft plans to remove most of its Claude Code licenses and push its developers toward GitHub Copilot CLI, after previously pushing Claude Code — Thousands of Microsoft developers will use GitHub Copilot CLI instead — Microsoft first started opening up access to Claude Code in December … | Forbes: |
Sources: xAI co-founder Igor Babuschkin plans to raise up to $1B at an up to $5B valuation for a new AI research startup, with General Catalyst possibly leading — He's the latest superstar AI researcher to take advantage of the wave of investment dollars going into so-called ‘neolabs,’ which have no product or revenue.| Matt Levine / Bloomberg: |
A look at GameStop's takeover bid for eBay, a bizarre job application by GameStop CEO Ryan Cohen, who does not have the money to buy eBay, to become eBay's CEO — Also Adani Green and fund formation legal fees. — GameStop — The simple model of GameStop Corp.'s proposal to acquire eBay Inc. is:
More: Institutional Limited …, Reuters, and Benzinga
Forums: r/stupidpol, r/neoliberal, r/india, r/politics, r/inthenews, r/worldnews, and r/law
| Bloomberg: |
California Gov. Gavin Newsom proposes a new 7.25% tax on web-based software sales, targeting $1.1B in state and local tax revenue in the upcoming budget year — California Governor Gavin Newsom is proposing a new tax on cloud-based software sales, turning to the technology sector for billions …
More: Business Insider, State of California, Bloomberg Law, and Politico
| Zaheer Kachwala / Reuters: |
Figma reports Q1 revenue up 46% YoY to $333.4M, vs. $313.2M est., and forecasts Q2 revenue above estimates, citing AI monetization; FIG jumps 8%+ after hours — Figma (FIG.N) raised its annual revenue forecast on Thursday, as growing adoption of its artificial intelligence tools helped convert …
More: Investing.com, The Information, Benzinga, MarketWatch, Bloomberg, The Next Web, and Barron's Online
| Christian Davies / Financial Times: |
Ford stock jumped as much as 25% in two days after the launch of Ford Energy, a new subsidiary providing battery storage capacity to AI data centers — New subsidiary pivots to energy storage batteries for AI after disastrous electric vehicle writedown — Shares in Detroit auto giant Ford surged …
More: Pulse 2.0, Transport Topics, Bloomberg, Reuters, Benzinga, and Motley Fool
| Tanaya Macheel / CNBC: |
Gemini reports Q1 revenue up 42% YoY to $50.3M, vs. $47.9M est., announces a $100M capital injection from Winklevoss Capital Fund; GEMI jumps 22%+ after hours — Gemini Space Station, the crypto exchange founded and led by the Winklevoss brothers, saw shares surge in extended trading …
More: The Block, Gemini Space Station, Inc., Benzinga, and Bloomberg
| Emma Roth / The Verge: |
Microsoft updates Edge with new AI features, including letting Copilot gather information from open tabs and use browsing history for more relevant answers — The new features include AI podcasts, summaries, and quizzes based on what you're browsing.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.
Cloudflare:
Cloudflare Connect 2026: The Agentic Conference — Stop preparing for agents. Start running them. 100+ sessions, workshops, and speakers from OpenAI, Arm, and Cloudflare across AI, security, and performance.
Cloudflare Connect 2026: The Agentic Conference — Stop preparing for agents. Start running them. 100+ sessions, workshops, and speakers from OpenAI, Arm, and Cloudflare across AI, security, and performance.
Zoho:
Beyond productivity: Why live captions belong in every meeting — You join a meeting, someone starts talking, and within a minute, there are names, numbers, ideas, and unfamiliar terms flying around. You could ask them to repeat it.
Beyond productivity: Why live captions belong in every meeting — You join a meeting, someone starts talking, and within a minute, there are names, numbers, ideas, and unfamiliar terms flying around. You could ask them to repeat it.
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
Sources:
Factory CEO on why AGI is already here
Candid conversations with the leaders shaping what's next in AI and the broader tech industry. Hosted by Alex Heath, who has covered Silicon Valley for more than a decade.
Subscribe to Sources.
Invest Like the Best:
Noah Shinn - Building Instinct: The Personal Agent
The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas.
Subscribe to Invest Like the Best.
Lenny's Podcast:
The grief, loneliness, and burnout sweeping through the tech industry right now | Molly Graham
Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your own product.
Subscribe to Lenny's Podcast.
Big Technology Podcast:
Meta's Muse Revival, Frontier AI Under Threat, The Rise Of Dopamine Sites
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.
Channels with Peter Kafka:
Meta's New $1300 Glasses and the Fight to Control AI
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.
Great Chat:
Doomers at Dreamforce
A podcast mostly about tech. Brought to you weekly by Angela Du, Sally Shin, Mac Bohannon, Helen Min, and Ashley Mayer.
Subscribe to Great Chat.
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