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May 31, 2026, 1:35 PM
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memeorandum
WeSmirchTop News
| Mark Gurman / Bloomberg: |
Sources: Apple delays iPhone-connected smart glasses to late 2027, aiming to disrupt the mid-tier $200-$500 eyewear market the way it disrupted the watch market — Also: The latest on iOS 27, iOS 28, new Apple TV and HomePod mini. — Apple isn't just going after Meta with its upcoming iPhone-connected smart glasses.
More: 9to5Mac, 9to5Mac, Thurrott, AppleInsider, MacRumors, AppleInsider, PhoneArena, Digital Trends, The Next Web, iClarified, and Cult of Mac
Forums: r/HomePod, r/appletv, r/apple, and MacRumors Forums
| Lucas Ropek / TechCrunch: |
With Microsoft's GitHub Copilot shifting to token-usage billing on June 1, many developers bemoan massive cost increases and the end of flat-rate subscriptions — The golden age of Microsoft's Github Copilot appears to be at an end — for the little guy, at least.
More: The GitHub Blog, Tech Times, The Indian Express, Livemint, and Benzinga
X: @hellovyom. Bluesky: @christinaayiotis. Mastodon: @carnage4life@mas.to. Forums: r/GithubCopilot, r/GithubCopilot, r/technology, and r/GithubCopilot
| Ina Fried / Axios: |
Sources: Microsoft and Nvidia will unveil the first Windows PCs powered by Nvidia SoCs, including devices from Surface and Dell, at Computex and Build 2026 — The company best known for powering the AI boom is coming for the PC: Nvidia is expected next week to debut the first Windows computers …
More: Thurrott, XDA Developers, Windows Central, Windows Latest, GameRant, Reuters, Ghacks, Türkiye Today, The Indian Express, Wccftech, DigiTimes, Benzinga, The Decoder, Neowin, Crypto Briefing, Reuters, Trak.in, The Verge, Spyglass, PCMag, and Finbold
X: @windows, @mingchikuo, @ryanshrout, @kimmonismus, @patrickmoorhead, @athena_slays, @nvidia, @arm, and @asus
Forums: r/technology and r/StockMarket
| Exponential View: |
AI adoption follows the J-curve path of general-purpose tech, like early US factory electrification, requiring years of investment before noticeable ROI gains — A framework to understand your firm's AI transformation — I had tea with a senior exec at a well-known public tech company last month.
X: @pmarca, @azeem, @chrishayduk, @dropalltables, @azeem, @sarthakgh, and @danshipper. Bluesky: @notthatadamlevine
| SemiAnalysis: |
Why “Dark Output”, the AI-generated economic value that is currently invisible to national statistics, may be one of the hardest measurement problems in history — Why AI's increasing output is going to be one of the hardest economic measurement problems in history.
X: @pmarca, @nemodi, @semianalysis_, and @smuku98
Bluesky: @thryse.com, @justhere4coffee, @emote-control, and @edzitron.com
| Emily Glazer / Wall Street Journal: |
Bill Gates' carefully crafted public image has been eroded by revelations about his ties to Epstein; Gates was recently snubbed from Microsoft's CEO Summit — The billionaire philanthropist was once ranked the world's most admired man—but the revelations of his Jeffrey Epstein ties are eroding efforts to burnish his reputation
More: The Bear Cave. X: @skupor, @comfortablysmug, @wsj, @wsj, and @emilyglazer
Forums: r/SeattleWA and r/law
| Reuters: |
A look at contrasting China playbooks of AMD CEO Lisa Su and Nvidia CEO Jensen Huang, with Su keeping a lower profile; China accounts for ~20% of AMD's revenue — When AMD CEO Lisa Su arrived in China last week just days after Nvidia's CEO left, she kept a much lower profile than Jensen Huang … | Financial Times: |
SoftBank pledges to invest up to €75B in AI computing clusters in France, first leading a €45B investment to build 3.1GW of capacity by 2031 in Hauts-de-France — Masayoshi Son places France at the centre of his global AI ambitions — SoftBank has pledged to invest up to €75bn … | Brent Crane / Bloomberg: |
A profile of Ariane Gorin, who became Expedia CEO in 2024 and has overseen back-to-back years of revenue growth, with record gross bookings of $119B in 2025 — Atop the globe's second-largest travel booking company, Ariane Gorin is keeping a “close eye” on geopolitics but sees mostly clear skies ahead.
X: @business
| Zack Abrams / The Block: |
A US court ordered Circle to blacklist Zama's cUSDC contract, freezing ~$12.6M in funds, likely catching many in the “crossfire” of a civil suit against a DAO — Quick Take — A federal judge ordered Circle to blacklist Zama's confidential USDC (cUSDC) contract on Friday night, freezing about $12.6 million.| Kinling Lo / Rest of World: |
China's tech boom is creating a new kind of tech tourism where visitors pay for curated robotaxi rides and tours of EV factories, and AI and robotics companies — Foreign visitors are flocking to China's factories and AI startups in search of the next technological breakthrough.| Sean McLain / Wall Street Journal: |
As robotaxi companies attempt to scale in the US, they face increasing scrutiny and mounting criticism from drivers, law enforcement, and local governments — As autonomous taxi services scale beyond Silicon Valley, new problems abound for cities — This was supposed to be the year …
More: The Next Web, Yahoo Finance, The Regulatory Review, GB News, Motley Fool, Gizmodo, U.S. Home, and PCMag
| Nikkei Asia: |
China will implement new online food delivery regulations on June 1, requiring platforms to regularly verify businesses' identities, locations, and licenses — BEIJING/SHANGHAI — The Chinese government will tighten a clampdown on food delivery companies from June, conducting unannounced inspections … | John Koblin / New York Times: |
Antenna: bundles make up 33% of new major streaming service subscriptions in the US, and 28% of all subscriptions, up from just 10% of new subscriptions in 2024 — Warner Bros. and Disney have been fierce rivals for decades. But like other entertainment companies, they both struggled … Sponsor Posts
Command Line:
Azure Content Understanding: Building on lessons from a decade of Document Intelligence — What a decade of teaching machines to read real-world documents taught us about what LLMs can and can't do.
Azure Content Understanding: Building on lessons from a decade of Document Intelligence — What a decade of teaching machines to read real-world documents taught us about what LLMs can and can't do.
Will Reed:
The best sales leaders aren't job hunting. Here's how to reach them without months of cold outreach. — Our team came from Box, Square, and Brex, so we already know the GTM leaders worth meeting.
The best sales leaders aren't job hunting. Here's how to reach them without months of cold outreach. — Our team came from Box, Square, and Brex, so we already know the GTM leaders worth meeting.
Zoho:
App Spotlight: TDS 26AS Reconciliation for Zoho Books — Automate 26AS/Form 168 reconciliation, ensuring that mismatches between your 26AS/Form 168 and books are flagged to make ITR filing seamless …
App Spotlight: TDS 26AS Reconciliation for Zoho Books — Automate 26AS/Form 168 reconciliation, ensuring that mismatches between your 26AS/Form 168 and books are flagged to make ITR filing seamless …
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
Training Data:
David Silver and Lasse Espeholt of Ineffable Intelligence: A Superlearner for the Age of Experience
Sequoia Capital partners host conversations with leading AI builders and researchers to develop a deeper understanding of the evolving technologies and their implications.
Subscribe to Training Data.
Invest Like the Best:
David Vélez - Building Nubank and the Future of Global Banking
The leading destination to learn about business and investing. We do this by showcasing exceptional talent and ideas.
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Cheeky Pint:
Muse Wonder: Zuckerberg and Wang's $100B AI
Stripe cofounder John Collison interviews founders, builders, and leaders over a pint.
Subscribe to Cheeky Pint.
Lenny's Podcast:
Why every company now needs to think and operate like a lab team | Josh Woodward (Google Labs, Gemini, AI Studio)
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 & Microsoft's Claude Slowdown, His Agent Leaked His Banking Info, Don't Bully Your AI
The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators.
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Sources:
Qualcomm's CEO on the coming AI phone supercycle
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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