Knowledge catalogue
Paige Smith / Bloomberg: PayPal reports Q1 net revenue up 7% YoY to 8.4B, total payment volume up 11% YoY to 464B, active accounts up 1% to 439M, and seeks $1.5B+ in cost savings — PayPal Holdings Inc
Sangmi Cha / Bloomberg: Samsung reaches a 1T valuation, making it only the second Asian company after TSMC to hit the mark, after its stock rose 4x+ over the past year on the AI boom — Samsung Electro
Ignacio Gonzalez / Bloomberg: Shopify reports Q1 revenue up 34% YoY to 3.2B, above est., GMV up 34% YoY to 100B, and forecasts weaker Q2 revenue growth; SHOP falls 11%+ pre-market — Shopify Inc. share
The Information: Source: Anthropic plans to spend about $200B on Google's cloud and chips over five years, representing 40%+ of the “revenue backlog” Google disclosed last week — When Google last mont
John Gruber / Daring Fireball: Source: YC owns ~0.6% of OpenAI, which was seeded by a YC offshoot called YC Research in 2016; at OpenAI's current 852B valuation, the stake is worth 5B+ — Speaking of c
Bloomberg: Sources: Alphabet sold its biggest-ever euro-denominated bonds, raising €9B, and its first Canadian dollar notes, raising CA8.5B, months after raising 20B — Alphabet Inc. needs to borrow he
Hannah Murphy / Financial Times: Sources: Meta is building agentic tools, including an OpenClaw-like assistant powered by its new Muse Spark AI model to help users create AI bots — Social media platfo
Jyoti Mann / The Information: Sources: Meta is building an OpenClaw-inspired agent internally called Hatch, to be powered by its Muse Spark model, and an agentic shopping tool in Instagram — Meta Plat
Politico: Sources: the WH is mulling EOs to address security risks from advanced AI, including barring companies from “interfering” with the government's use of models — A White House spokesperson sai
Juby Babu / Reuters: Super Micro reports Q3 revenue up 123% YoY to 10.24B, vs. 12.33B est., forecasts Q4 revenue and adjusted profit above estimates; SMCI jumps 17%+ after hours — Super Micro Computer
New York Times: US labor experts and economists warn US unemployment benefits are unlikely to protect against AI job losses, and the GOP-led Congress is doing little to prepare — Economists aren't sur
Kimberley Kao / Wall Street Journal: Vodafone plans to take full ownership of its VodafoneThree joint venture with Hong Kong conglomerate CK Hutchison, which agrees to sell its 49% stake for £4.3B — T
Jay Peters / The Verge: Xbox CEO Asha Sharma says Xbox “will begin winding down Copilot on mobile and will stop development of Copilot on console” as part of a strategic shift — New Xbox CEO Asha Sha
Marissa Newman / Bloomberg: Zyg, an AI startup by ironSource's founders to automate business functions, raised 60M led by Accel at a 500M valuation, two months after exiting stealth — Zyg, an artifici
Jacob Shamsian / Business Insider: A profile of William Savitt, Sam Altman's lead lawyer against Elon Musk, who represented Twitter against Musk in 2022 and helped OpenAI's for-profit transition — - W
Deborah Sophia / Reuters: Amazon debuts Supply Chain Services, allowing other companies to use its logistics network to move, store, and deliver raw materials, final products, and more — Amazon.com (A
Wall Street Journal: An analysis of 1.6M Polymarket accounts since November 2022: 0.1% of users take 67% of profits, with the highest-frequency traders seeing the most success — A WSJ analysis shows a
Owen Tucker-Smith / Wall Street Journal: As Colorado tech leaders say that burdensome regulations are driving companies away, lawmakers introduce a slimmer version of an AI anti-discrimination bill —
Kate Rooney / CNBC: Bret Taylor's Sierra, which sells AI customer service agents, raised a 950M Series E led by Tiger and GV at a 15.8B post-money valuation, up from $10B in 2025 — Artificial intellig
Reuters: Cerebras seeks a valuation of up to 26.62B in its US IPO, aiming to raise 3.5B by selling 28M shares at 115 to 125 apiece in its second attempt to go public — Nvidia-rival Cerebras is seeking
New York Times: Chinese state media: AI-generated Chinese microdramas to be worth 3B+ in 2026, out of a 14B+ total microdrama market, boosted by tools like Seedance 2.0 — This actor was just hitting h
Meir Orbach / CTech: Cisco agrees to acquire Astrix Security, which helps companies monitor and control the permissions granted to AI agents, a source says for approximately $400M — The Israeli startu
Tanaya Macheel / CNBC: Crypto stocks jump after lawmakers struck a compromise on the CLARITY Act to preserve stablecoin rewards under certain conditions; Circle's stock closed up ~20% — Shares of Circ
Akash Sriram / Reuters: Duolingo reports Q1 revenue up 27% YoY to 292M, vs. 288.5M est., bookings up 14% to $308.5M, and expects slower growth in Q2; DUOL drops 12%+ after hours — Duolingo (DUOL.O) po
Nicola M White / Bloomberg: Elon Musk agrees to pay $1.5M to settle SEC allegations that he cheated Twitter shareholders in 2022 by failing to disclose the 5%+ stake he had in the company — Elon Musk
Christopher Mims / Wall Street Journal: Ex-iRobot CEO Colin Angle launches Familiar Machines & Magic and unveils Familiar, a dog-like, “emotionally intelligent” robot that reacts to owner's feelings —
Subrat Patnaik / Bloomberg: Filing: Blackstone's data center acquisition vehicle seeks to raise as much as 1.75B in its IPO, and will target newly built data centers valued at 250M-1.5B — Blackstone D
Olivia Poh / Bloomberg: Grab reports Q1 revenue up 24% YoY to 955M, above est., and a 154M adjusted EBITDA, vs. $146.3M est., helped by resilient demand for ride hailing and delivery — Grab Holdings L
Peter Loftus / Wall Street Journal: How AI is transforming the pharma industry, with most gains so far from back-office streamlining and faster manufacturing rather than breakthrough drug research — D
Choe Sang-Hun / New York Times: How AI tools such as Naver's Talking Buddy and SuperBrain are helping South Korea's elderly ease loneliness, detect emergencies, and slow cognitive decline — In the wor
Ellen Cushing / The Atlantic: How “emotion AI”, the use of facial and sentiment analysis tools to track workers' moods, is seeping into white-collar jobs amid concerns over privacy and bias — The good
Mike Wheatley / SiliconANGLE: Inference cloud startup DeepInfra raised a 107M Series B co-led by 500 Global and Georges Harik; it currently supports more than 190 open models — Dedicated inference clo
Alex Bronzini-Vender / New York Magazine: Inside Palantir Foundation's Atlantic and Pacific Forum at Yale for invited students: State Dept. and Palantir staff share a vision of mixing AI and state pow
Ionut Arghire / SecurityWeek: Instructure reported a data breach on April 30; ShinyHunters added Instructure to its victims list and claims it has 3.65TB of data from ~9K institutions — Hackers disrup
Dylan Martin / CRN: Intel taps Alex Katouzian, an ex-Qualcomm EVP, to lead Client Computing & Physical AI group, and names Pushkar Ranade as CTO, after serving on an interim basis — With the hiring of
Reuters: Investment and tech firm Long Lake says it will buy corporate travel operator Amex GBT for $6.3B, citing AI's ability to modernize the business travel sector — Investment and technology firm
Anton Shilov / Tom's Hardware: Jensen Huang said Nvidia's market share of AI accelerators in China has “now dropped to zero” and that US export policy “has already largely backfired” — US export restr
Natasha Mascarenhas / Bloomberg: Katie Haun raises $1B for two funds split between early and later-stage investments, looking at startups blending financial services, AI, and alternative assets — Kati
Mike Rogoway / Oregonian: Lattice Semiconductor agrees to acquire AMI for 1.65B in cash and stock; Georgia-based AMI provides firmware and infrastructure manageability for cloud and AI — Hillsboro-bas
Pieter Haeck / Politico: Legislators and experts criticize the EU's €20B sovereign compute data center plan, questioning whether there is demand and the plan's reliance on Nvidia GPUs — Critics argue
Bloomberg: Musk v. Altman: Greg Brockman testifies that his OpenAI stake is now worth ~30B; a Musk attorney asks why he hasn't donated 29B to OpenAI's nonprofit arm — OpenAI co-founder and President G
Bloomberg: Nearly 20 US state-run health insurance exchanges include ad trackers that send user data like race and citizenship info to companies like Meta, TikTok, Google — Nearly all of the 20 state-
Diana Novak Jones / Reuters: New Mexico child safety trial: New Mexico asks a judge to declare Meta a public nuisance and to order it to pay $3.7B and overhaul its apps to protect children — The U.S.
Jaspreet Singh / Reuters: Palantir reports Q1 revenue up 85% YoY to 1.63B, vs. 1.54B est., US government revenue up 84% to 687M, and US commercial revenue up 133% to 595M — Palantir Technologies (PLTR
Tim Bradshaw / Financial Times: Panthalassa, which aims to power floating data centers using energy generated by ocean waves, raised 140M led by Peter Thiel, source says at a 1B valuation — US tech bi
Jonathan Vanian / CNBC: Pinterest reports Q1 revenue up 18% YoY to 1B, vs. 966M est., MAUs up 11% YoY to 631M, and forecasts Q2 revenue above estimates; PINS jumps 17%+ after hours — Pinterest reporte
Larry Dignan / Constellation Research: SAP to acquire Dremio, an open data lakehouse provider, and Prior Labs, which it pledges to invest €1B in over four years, hoping to create a frontier AI lab — S
Bloomberg: Sources: Apple held exploratory talks with Intel and its executives visited a Samsung plant in Texas to explore producing core chips for its devices in the US — Apple Inc. has held explorat
Mark Gurman / Bloomberg: Sources: Apple prepares a “Create a Pass” feature for iOS 27, which lets users take a QR code and generate a custom pass around it for concerts and other venues — Apple Inc. i
Suzanne McGee / Reuters: Sources: more than two dozen prediction-market ETFs have been pushed back as the SEC seeks more information; they were originally expected to launch this week — More than two
Berber Jin / Wall Street Journal: Sources: Sam Altman discussed spinning out OpenAI's robotics and consumer hardware divisions in late 2025 to give them more room to grow; the plan was rejected — Comp
Natsuki Yamamoto / Nikkei Asia: Sources: SoftBank plans to make lithium- and cobalt-free data center batteries in Japan as soon as FY 2027, as Japan tries to cut its reliance on Chinese metals — TOKYO
Financial Times: Sources: some lenders are exploring private deals to sell their data center debt, and some banks are seeking to offload their Oracle-linked loans at a discount — Global lenders explor
Ben Weiss / Fortune: Trump's World Liberty Financial countersues Tron founder Justin Sun, alleging defamation, contract violations, and more — One of the Trump family's biggest early crypto backers is
Jason Lemkin / SaaStr: A look at Atlassian and Twilio earnings beats, with early signs of Atlassian's AI response success and Twilio becoming a picks-and-shovels layer for AI agents — So this week two
Ben Cohen / Wall Street Journal: A profile of BlackBerry's QNX division, whose operating system controls safety features in 275M cars and accounts for half of BlackBerry's revenue — John Wall has spen
Rashi Shrivastava / Forbes: A profile of music AI startup Suno, valued at ~2.5B with 2M+ paying users and 300M annualized revenue as of February, as it battles record labels and artists — The music AI
Rachyl Jones / Semafor: A slew of top Boston Dynamics execs have left the Hyundai-owned company in recent months, as sources say it faces pressure to speed the delivery of humanoids — In recent months
Javi West Larrañaga / Reuters: Amadeus IT Group, which operates the world's largest travel booking system, plans to acquire French biometrics company Idemia Public Security, for €1.2B in cash — Spanis
NIST: An evaluation by NIST's CAISI says DeepSeek V4 Pro lags behind leading US AI models by about eight months and is the most capable Chinese AI model to date — In April 2026, the Center for AI Stan