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June 2, 2026, 11:20 AM
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memeorandum
WeSmirchTop News
| Financial Times: |
Anthropic says it will extend Project Glasswing to organizations in 15+ countries, sources say giving Mythos access to Five Eyes, NATO, Samsung, SK, and others — About 150 organisations will be given advanced cyber security model following requests from around the world| Bloomberg: |
Alphabet is raising $80B through equity offerings, including a $10B investment deal with Berkshire, to fund AI spending, in one of the largest equity deals ever — Google parent Alphabet Inc. is raising $80 billion in equity offerings, including an investment deal with Berkshire Hathaway Inc. …
More: Alphabet, Axios, Engadget, Stratechery, The Guardian, DatacenterDynamics, Wall Street Journal, Financial Times, The Information, TechCrunch, The American Bazaar, The Tech Portal, Techstrong.ai, Blockonomi, The Hans India, CNBC, The Economic Times, New Electronics, Silicon UK, Mobile Europe, The Next Web, Proactive, Sherwood News, Verdict, Yahoo Finance, The Irish Times, Sweden Herald, Fortune India, CNBC, Gizmodo, The Decoder, RTÉ, Livemint, Times of Oman, Barchart.com, SiliconANGLE, Yeni Şafak, The Asia Business Daily, Dow Jones Newswires, Barron's Online, Telecompaper, Reuters, Capital Brief, Sherwood News, and Benzinga
X: @hkuppy, @evfcfaddict, @puppyeh1, @charlesd353, @highyieldharry, @firstadopter, @mattzeitlin, @thestalwart, and @salexashenko. LinkedIn: Ricardo Marques Pinto, CFA. Bluesky: @bancsutherland. Mastodon: @thomasfuchs@hachyderm.io. Forums: Hacker News
| Kyle Orland / Ars Technica: |
GitHub Copilot's new pricing model takes effect; many users report sticker shock, with some saying a few hours of AI usage eats big chunks of their monthly caps — In April, GitHub announced that it was moving subscribers from request-based billing to a usage-based model for its AI-powered Copilot service.
More: The Register, Ghacks, Tech Times, AI News, and Livemint
X: @paulomatew and @gxjo_dev. LinkedIn: Peter Taylor-Gill. Bluesky: @kevinpowell.co. Mastodon: @mhoye@cosocial.ca
Forums: Hacker News, r/technology, r/GithubCopilot, r/GithubCopilot, r/GithubCopilot, and Ars OpenForum
| The Economist: |
SpaceX's, Anthropic's, and OpenAI's IPOs could add up to $4T in US stock market value within months, fueling concerns they could herald more capital raising — They promise to be the biggest stockmarket debuts ever. On June 11th SpaceX reportedly hopes to raise $75bn from investors …
More: Axios, Benzinga, Financial Times, and New York Times
X: @quinnypig. Bluesky: @jessefelder.com. Mastodon: @nixCraft@mastodon.social. Forums: Hacker News and r/Finanzen
| OpenAI: |
OpenAI releases a new knowledge work report: Codex now has 5M+ weekly active users, up 6x+ since February, and knowledge workers represent ~20% of Codex users — OpenAI today released a new report, The Next Era of Knowledge Work, showing how Codex is no longer just a coding tool.| Arriana McLymore / Reuters: |
Amazon schedules Prime Day for June 23 to June 26, shifting the four-day sales event from July to avoid the end of the FIFA World Cup and US Independence Day — Amazon.com (AMZN.O) will host its annual Prime Day sales event from June 23 to June 26 after launching the event in July for the past five years …
More: CNET, TechCrunch, About Amazon, ZDNET, PYMNTS, The Verge, Thurrott, TechRadar, Mashable, 9to5Mac, 9to5Toys, Digital Trends, New York Magazine, Wired, Sherwood News, The Next Web, StartupHub.ai, Yahoo Finance, Tom's Guide, CNBC, Page Six, PhoneArena, GB News, and E! Online. LinkedIn: Will Haire
| Bloomberg: |
A profile of Valve, which PrivCo estimates generated $5.2B in revenue and $1.5B in net income in 2025, as lawsuits allege its Steam store abuses market power — Lawsuits in the US and the UK allege the company's Steam store is abusing its market power. Valve disagrees.
More: Game World Observer, PC Gamer, Dexerto, Gameranx, and Notebookcheck
X: @cecianasta, @cecianasta, and @business
Forums: r/gaming, r/pcgaming, r/Games, and r/Steam
| Bloomberg: |
Chinese procurement records: at least seven Chinese universities that support China's military and defense industry are seeking access to Nvidia's H200 chips — At least seven Chinese universities that support the country's armed forces and defense industry are seeking access to Nvidia Corp.'s H200 chips …
More: TechSpot, The Japan Times, Seoul Economic Daily, Tom's Hardware, The American Bazaar, Taipei Times, Reuters, and New York Times. Forums: r/worldnews
| Siobhan Roberts / New York Times: |
Sixteen mathematicians publish the Leiden Declaration on AI and Mathematics to warn of potential threats to the field, such as around accuracy and reliability — A week after OpenAI made headlines with an A.I.-generated proof, a new “declaration” by 16 experts raises concerns that the technology threatens math as a discipline.
More: Leiden Declaration, Leiden University, New Yorker, and Scientific American
| The Information: |
Salesforce is acquiring CMS provider Contentful; a source says Salesforce paid between $1B and $1.5B, a steep discount from Contentful's $3B valuation in 2021 — Salesforce is acquiring Contentful, a provider of content management software for businesses, in the latest sign of its efforts …
More: Salesforce, Silicon Republic, Tech.eu, Constellation Research, CMSWire.com, Futurum, and Salesforce Ben
| Eli Tan / New York Times: |
Meta expands Teen Accounts safety features to limit harmful content on Instagram, Facebook, and Messenger, including about nutrition, weightlifting, and anxiety — The changes, after Meta's legal losses in two child safety cases, are aimed at limiting harmful content shown to teenagers on Instagram, Facebook and Messenger.
More: Meta Newsroom, Help Net Security, PhoneArena, Engadget, Channel NewsAsia, and Mashable
| CNBC: |
Q&A with Sam Altman on OpenAI's Stargate data center project in Saline, Michigan, coding models as the biggest AI demand driver, falling token prices, and more — Following is the unofficial transcript of a CNBC exclusive interview with OpenAI CEO Sam Altman on CNBC's “Power Lunch” (M-F, 2PM-3PM ET) today, Monday, June 1.
More: Business Insider, Benzinga, WJBK-TV, CNBC, The Detroit News, CNBC, CNBC, CNBC, and CNBC
X: @edzitron and @andrewcurran_
| Wired: |
Sources: after Trump nixed an AI EO on May 21, US officials are navigating internal strife and chaotic talks; early model access was the most contentious issue — Donald Trump killed an executive order to regulate AI. Now, administration officials and AI executives are trying to figure … | Maximilian Schreiner / The Decoder: |
Nvidia launches Nemotron 3 Ultra, a 550B-parameter MoE open model; Artificial Analysis says it is the smartest open US model, but trails Chinese model Kimi K2.6 — It has roughly 550 billion total parameters, with about 55 billion active at any given time.| Jason Koebler / 404 Media: |
Hackers say they used Meta's AI support chatbot to change emails tied to Instagram accounts, amid a wave of high-profile account takeovers; Meta fixed the issue — The exploit shows the extreme risk of offloading technical support to AI. — Hackers say that they used Meta's AI support chatbot …
More: Gizmodo, Krebs on Security, The Verge, Ars Technica, 0xsid.com, TechCrunch, Metacurity, 9to5Mac, Dexerto, The Guardian, Fortune, Sandra Rose, Macworld, The Verge, MacRumors, Task & Purpose, Simon Willison's Weblog, BBC, PhoneArena, TMZ.com, The Indian Express, Digital Trends, PCMag, SecurityWeek, The Rundown AI, Android Authority, Metro.co.uk, The Hans India, Digit, Livemint, Tech Times, Cyber Security News, KTLA, Social Media Today, Ace of Spades HQ, TechRadar, Futurism, iPhone in Canada, Mashable, Washington Examiner, TotalProSports, and GBHackers Security
X: @darkwebinformer, @andymstone, @wongmjane, @oracles, @andymstone, @quinnypig, @zachxbt, @doodlestein, @heaney555, @heaney555, @bryce, @gergelyorosz, @binhonglee, @supbagholder, @jonoringer, @yacinemtb, @kornbuilds, @gergelyorosz, @devahaz, @suchenzang, @jason_koebler, @gergelyorosz, @gergelyorosz, @gergelyorosz, @gergelyorosz, @immasiddx, @bahrambiz, @weezerosint, @todayyearsold, @vitalikbuterin, @sentdefender, @cartidise, @lowleveltweets, @osinttechnical, and @darkrai
Bluesky: @goodlawproject.org, @rahaeli, @marygillis, @natanael, @lawprofblawg, @joshuafoust.com, @datnofact, @faineg, @golikehellmachine.com, @lizharvey, @404media.co, @joemenn, @lauren.rotatingsandwiches.com, @karlbode.com, @josephcox, @nslayton, and @nslayton. Threads: @karissabe
Mastodon: @icing@chaos.social, @rmondello@hachyderm.io, and @dangillmor@mastodon.social
| Debby Wu / Bloomberg: |
SK Hynix Chair Chey Tae-won says the company plans to double its memory chip capacity over five years, responding to a global shortage that could last till 2030 — SK Hynix Inc. plans to double its memory chip capacity over the coming half-decade, a major expansion that should help ease …
More: The Register, Tom's Hardware, The Information, The Korea Herald, Motley Fool, Reuters, Nikkei Asia, and Blockonomi. X: @firstadopter
| Andrew Martin / Bloomberg: |
Analysis: Palo Alto Networks' shareholders have voted to reject pay packages for its top executives seven times since 2015, more than any other S&P 500 company — A majority of Palo Alto Networks investors have voted against the cybersecurity company's executive pay seven times in 11 years.
More: Bloomberg Law
| Sarah Perez / TechCrunch: |
X launches a React with Video feature on iOS that targets creators and is being pitched as a multimedia alternative to the Repost and Quote Post functions — On Tuesday, Elon Musk-owned social network X launched a new feature, “React with Video,” that aims to expand the types of commentary on the platform.| Cassell Bryan-Low / Reuters: |
Sources: the UK has begun using SpaceX's militarized satellite network Starshield, making it among the first countries outside the US to adopt the tech — Britain has begun using SpaceX's militarised satellite network Starshield, according to two people familiar with the matter …
Forums: r/unitedkingdom
| Tanaya Macheel / CNBC: |
CFTC chair Michael Selig says Gemini was the victim of Biden-era political targeting, a week after the CFTC motioned to vacate a 2025 order against the exchange — The chairman of the Commodity Futures Trading Commission said it's correcting a flawed enforcement action against Gemini Space Station … | Tim Culpan / Culpium: |
Sources: Intel faces a supply shortage of its Panther Lake and Wildcat Lake laptop chips built on its 18A process node; Intel says there are “some” shortages — [Exclusive] A shortage of processors at its comeback node has clients worried about stability of future supply.| Stephen Foley / Financial Times: |
AI will significantly disrupt IT consultancies as AI labs build advisory arms and executives expect more projects priced based on outcome instead of by the hour — Accenture made a fortune from previous tech revolutions but investors think AI could kill it, not make it stronger.| Cristina Criddle / Financial Times: |
Sources: Google, Anthropic, and Meta have hired experts in psychology, ethics, and philosophy in recent months as they expand machine consciousness research — Google DeepMind, Anthropic and Meta study whether AI could become conscious — and what follows for humans if it does.Sponsor Posts
Command Line:
What will the next generation of developers do when AI writes the code? — Microsoft and Carnegie Mellon are betting that the junior devs we train today will be the senior engineers of tomorrow.
What will the next generation of developers do when AI writes the code? — Microsoft and Carnegie Mellon are betting that the junior devs we train today will be the senior engineers of tomorrow.
Will Reed:
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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:
UK tax compliance with Zoho Books — The evolving tax landscape in the UK has added an additional responsibility to business owners, accountants, and bookkeepers to ensure their choice of accounting software supports compliance …
UK tax compliance with Zoho Books — The evolving tax landscape in the UK has added an additional responsibility to business owners, accountants, and bookkeepers to ensure their choice of accounting software supports compliance …
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
The Upstarts Podcast:
The $7B Startup Mapping Your Health In Just One Hour | Neko's Hjalmar Nilsonne
Veteran tech reporter Alex Konrad sits down with breakout entrepreneurs taking on the status quo to shake up their fields in AI, design, nuclear energy, space, and more.
Subscribe to The Upstarts Podcast.
Cheeky Pint:
The company building underwater drones for $50,000
Stripe cofounder John Collison interviews founders, builders, and leaders over a pint.
Subscribe to Cheeky Pint.
BG2 Pod:
Jensen Huang | Does AI Revenue Justify Capex, '27 AI Bottlenecks, Singularity, Open vs Closed & more
Open-source podcast on all things tech, markets, investing, and capitalism, hosted by Brad Gerstner.
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Big Technology Podcast:
The Bumpy Road To AGI — With Kevin Roose
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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Channels with Peter Kafka:
How to Run a Political Campaign in the TikTok Era (And How Not To)
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.
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Sources:
Robinhood's CEO on letting AI trade your money
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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