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May 15, 2026, 7:30 AM
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memeorandum
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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: The Information, TechCrunch, Fortune, Spyglass, New York Times, TechRadar, Reuters, AppleInsider, Digital Trends, The Rundown AI, MacRumors, Financial Times, The Hans India, 9to5Mac, Blockonomi, Neowin, Business Today, Gizchina, DigiTimes, SiliconANGLE, Digit, Tech Times, The Indian Express, Politico, PYMNTS, PhoneArena, Tech in Asia, iDrop News, The Asia Business Daily, Implicator.ai, Gizmodo, Yahoo Finance, The Economic Times, The Next Web, Forbes, Semafor, iClarified, Cult of Mac, Benzinga, Daring Fireball, iPhone in Canada, Techstrong.ai, The Mac Observer, MacTech.com, MacDailyNews, MediaNama, and Sherwood News
X: @mikeisaac, @kyliebytes, @patrickmoorhead, @adamscochran, @markgurman, @markgurman, @markgurman, and @markgurman
Bluesky: @marypcbuk, @daniloc.xyz, @kithrup, @caseynewton, @elaineburke, @wowbaggert, @mgsiegler.com, and @carlquintanilla. Mastodon: @carnage4life@mas.to
Forums: Hacker News, r/aiwars, r/apple, and MacRumors Forums
| Robert McMillan / Wall Street Journal: |
Security research firm Calif says it used Mythos to help build a macOS kernel memory corruption exploit circumventing Apple's Memory Integrity Enforcement tech — During tests in April, researchers found software issues in MacOS, one of the world's toughest targets for hackers
More: Business Standard, Calif, 9to5Mac, Mashable, The Mac Observer, Decrypt, MacRumors, iPhone in Canada, iClarified, PYMNTS, Cyber Security News, AppleInsider, WinBuzzer, Sherwood News, MacDailyNews, and Silicon UK
X: @thestalwart, @andrewcurran_, @lochan_twt, @calif_io, and @wsj
Forums: Hacker News, Lobsters, and MacRumors Forums
| 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.
More: The Verge, The Hans India, CNBC, New York Times, Reuters, The Guardian, The Information, Local News Matters, Türkiye Today, TechCrunch, Al Jazeera, Financial Times, Bloomberg, New York Post, Mother Jones, Yahoo Finance, NBC News, San Francisco Business Times, The American Bazaar, Wall Street Journal, Axios, Mercury News, Newser, Reuters, and Irish Independent
X: @michelletomkim, @eggerdc, @mtslive, @mikeisaac, @hadas_gold, @quinnypig, @mikeisaac, @michelletomkim, @michelletomkim, @michelletomkim, @mikeisaac, @mikeisaac, @mikeisaac, @zeffmax, @zeffmax, @haydenfield, and @zeffmax. Forums: Slashdot
| 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: Wall Street Journal, Blockonomi, The Asia Business Daily, The Information, Pulse 2.0, Arabian Business, Bloomberg, The Motley Fool, The Register, GamesBeat, Financial Times, Yahoo Finance, CNBC, TechCrunch, Android Authority, Tech Times, The Tech Portal, Sweden Herald, Barron's Online, Axios, CoinDesk, Bloomberg, Reuters, Yahoo Finance, Bloomberg Law, TelecomTV, HPCwire, Blockonomi, SiliconANGLE, Benzinga, Fast Company, Wall Street Journal, The Next Web, Silicon Republic, and CNBC
X: @cerebras, @andrewbenson, @saranormous, @rolfewinkler, @skupor, @danprimack, @katie_roof, @dinabass, @morningbrew, @mrgoldbro, @jaltma, @stocksavvyshay, and @stocksavvyshay. Bluesky: @jordannovet.cnbc.com. Forums: r/wallstreetbets
| Jay Peters / The Verge: |
Meta rolls out new features for Ray-Ban Display glasses, including neural handwriting support for all users, and opens up the device to third-party developers — You can also now capture a video combining what you see on the lens display, what you see in the world, and the audio around you.
More: Meta, Engadget, Android Authority, Tech Times, Digital Trends, and CNET
| Carmen Arroyo / Bloomberg: |
xAI launches Grok Build, an agentic CLI for coding, building apps, and automating workflows, in beta for SuperGrok Heavy subscribers — Elon Musk's xAI is rolling out its first artificial intelligence coding agent, called Grok Build, in an attempt to catch up to Anthropic PBC's Claude on streamlining software development.
More: xAI, Engadget, Tech in Asia, and The Hans India
| Amy Thomson / Bloomberg: |
Bill Ackman says his fund has taken a new stake in Microsoft after the company's recent share price decline; Ackman says investors have underestimated Microsoft — Pershing Square Chief Executive Officer Bill Ackman said he's taken a new stake in Microsoft Corp. after the shares declined …
More: Reuters, Business Insider, Barron's Online, Yahoo Finance, The Next Web, Wall Street Journal, Reuters, and CNBC
X: @billackman and @beuvingjordy
| 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, MacRumors, PCMag, The Hans India, Business Today, Android Authority, Digit, The Indian Express, The Decoder, Business Standard, Fossbytes, Pulse 2.0, The Mac Observer, Digital Trends, Neowin, iClarified, Thurrott, Business Insider, Reuters, TestingCatalog AI News, TechCrunch, The New Stack, Engadget, The Deep View, The Verge, SiliconANGLE, and How-To Geek
X: @openai, @openai, @openaidevs, @polynoamial, @javi, @gdb, @nickbaumann_, @dimillian, @thsottiaux, @adamwathan, and @sama
| 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: Gemini, crypto.news, Blockhead, Blockonomi, The Block, Cointelegraph, Benzinga, and Bloomberg
| Anthropic: |
In a policy paper, Anthropic urges the US and allies to enforce export controls, curb distillation attacks, and export US AI to hold the lead over China by 2028 — We're releasing a new paper that explains our views on the competition on AI between the US and China.| @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).| Kieran Smith / Financial Times: |
London-based edtech startup Multiverse raised $70M at a $2.1B valuation from Index and others as it pushes into AI training; it acquired StackFuel in January — Education technology start-up raises $70mn in its first fundraising since 2022 — Euan Blair's Multiverse has raised $70mn …
More: Silicon Republic, Tech.eu, UKTN, Resilience Media, The Next Web, Sifted, Tech Funding News, and BusinessCloud. LinkedIn: Kieran Smith
| 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: PYMNTS, The Next Web, and The Information
| 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, MarketWatch, Yahoo Finance, The Next Web, Barron's Online, The Information, Bloomberg, and Benzinga. X: @zoink
| Bloomberg: |
A profile of Amazon CEO Andy Jassy, who is killing projects, cutting staff, and pleasing Wall Street, while steering the company toward an AI-focused era — Thirteen miles north of Jackson, Mississippi, past the self-storage facilities, a Nissan factory and a Coca-Cola bottling plant … | Zoe Kleinman / BBC: |
The UK's HMRC tax authority announces a 10-year, £175M deal with London-based Quantexa to use its AI tech to identify fraud incidents and fix tax return errors — HM Revenue and Customs has announced a 10-year, £175m deal with the British tech firm Quantexa to provide AI-powered technology to help improve its performance.
More: ITPro, The Paypers, The Next Web, GB News, and The Stack
| Meir Orbach / CTech: |
Akamai acquires Israeli cybersecurity startup LayerX Security, which develops a browser-based platform to secure employee use of AI tools, for ~$205M in cash — Deal expands Zero Trust strategy as enterprises struggle to control AI use. — Akamai Technologies is acquiring Israeli … | Pramugdha Mamgain / DealStreetAsia: |
Indian ride-hailing app Rapido raised $240M led by Prosus as part of a broader primary and secondary financing transaction, valuing Rapido at $3B post-money — Ride-hailing platform Rapido, operated by Roppen Transportation Services Private Limited, on Friday announced that it has raised $240 million …
More: TechCrunch, Entrackr, The Economic Times, Press Trust of India, VCCircle, BMI, Livemint, and Moneycontrol
| Bloomberg: |
Sources: HSG, formerly Sequoia China, has set up a $3B continuation fund anchored by its ByteDance stake, offering entry into the company valued at $370B — HSG, the investment firm formerly known as Sequoia Capital China, has closed a $3 billion continuation vehicle anchored by a stake in ByteDance Ltd. … | Atsuko Fukase / Bloomberg: |
Alphabet sold $3.6B of bonds in its debut yen-denominated bond sale, the largest by a non-Japanese company, as AI-driven capital spending accelerates — Alphabet Inc. sold ¥576.5 billion ($3.6 billion) of bonds in the biggest ever yen deal by a non-Japanese company as competition to fund centers and AI infrastructure intensifies.
More: Nikkei Asia, Blockonomi, Reuters, Tech in Asia, and Crypto Briefing
| 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.Sponsor Posts
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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.
Zoho:
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Ask an Expert: How to effectively recover stuck TDS refunds with reduced TDS reconciliation time — The 26AS/Form 168 gets updated quarterly and often gets checked only during the time of ITR filing.
IDrive:
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Fast, affordable law for startups — Soxton automates startup legal so founders can move faster and sleep better. We handle incorporation, advisor, employment and commercial contracts. Join the waitlist for early access!Featured Podcasts
Training Data:
Google's AI Infrastructure Chief, Amin Vahdat, on the Physics & Economics of Frontier AI
Sequoia Capital partners host conversations with leading AI builders and researchers to develop a deeper understanding of the evolving technologies and their implications.
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Who Wins The AI Assistant Wars? + Why Didn't Google Build Muse?
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Sources:
Reflection's founders on building a DeepSeek of the West
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.
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Grit:
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OpenAI's Head of ChatGPT: We're entering a new era of AI (again) | Tibo Sottiaux
Interviews with world-class product leaders and growth experts to uncover actionable advice to help you build, launch, and grow your own product.
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