DjamgaMind: Audio Intelligence for the C-Suite (Daily AI News, Energy, Healthcare, Finance)

Full-Stack AI Intelligence. Zero Noise.The definitive audio briefing for the C-Suite and AI Architects. From Daily News and Strategic Deep Dives to high-density Industrial & Regulatory Intelligence—decoded at the speed of the AI era. . 👉 Start your specialized audio briefing today at Djamgamind.com

AI Jobs and Career

I wanted to share an exciting opportunity for those of you looking to advance your careers in the AI space. You know how rapidly the landscape is evolving, and finding the right fit can be a challenge. That's why I'm excited about Mercor – they're a platform specifically designed to connect top-tier AI talent with leading companies. Whether you're a data scientist, machine learning engineer, or something else entirely, Mercor can help you find your next big role. If you're ready to take the next step in your AI career, check them out through my referral link: https://work.mercor.com/?referralCode=82d5f4e3-e1a3-4064-963f-c197bb2c8db1. It's a fantastic resource, and I encourage you to explore the opportunities they have available.

• Full Stack Engineer [$150K-$220K]
• Software Engineer, Tooling & AI Workflow, Contract [$90/hour]
• DevOps Engineer, India, Contract [$90/hour]
• More AI Jobs Opportunitieshere

Job Title	Status	Pay
Full-Stack Engineer	Strong match, Full-time	$150K - $220K / year
Developer Experience and Productivity Engineer	Pre-qualified, Full-time	$160K - $300K / year
Software Engineer - Tooling & AI Workflows (Contract)	Contract	$90 / hour
DevOps Engineer (India)	Full-time	$20K - $50K / year
Senior Full-Stack Engineer	Full-time	$2.8K - $4K / week
Enterprise IT & Cloud Domain Expert - India	Contract	$20 - $30 / hour
Senior Software Engineer	Contract	$100 - $200 / hour
Senior Software Engineer	Pre-qualified, Full-time	$150K - $300K / year
Senior Full-Stack Engineer: Latin America	Full-time	$1.6K - $2.1K / week
Software Engineering Expert	Contract	$50 - $150 / hour
Generalist Video Annotators	Contract	$45 / hour
Generalist Writing Expert	Contract	$45 / hour
Editors, Fact Checkers, & Data Quality Reviewers	Contract	$50 - $60 / hour
Multilingual Expert	Contract	$54 / hour
Mathematics Expert (PhD)	Contract	$60 - $80 / hour
Software Engineer - India	Contract	$20 - $45 / hour
Physics Expert (PhD)	Contract	$60 - $80 / hour
Finance Expert	Contract	$150 / hour
Designers	Contract	$50 - $70 / hour
Chemistry Expert (PhD)	Contract	$60 - $80 / hour

🎧 Listen Ads-Free: Subscribe to DjamgaMind via Apple Podcasts for a pure, ad-free experience at https://podcasts.apple.com/us/channel/djamgamind/id6760446113

#DJAMGAMIND #AIRIA

Summary: In today’s briefing, we analyze the transition from traditional applications to “Software 3.0.” We deconstruct the groundbreaking Harvard study where OpenAI’s legacy o1 model outperformed attending physicians in emergency room diagnoses. We explore the massive shifts in physical capital, including Amazon’s launch of “Supply Chain Services” to wage war on UPS and FedEx, and GameStop’s highly leveraged $55.5 billion bid for eBay. We also discuss the Pentagon’s new classified AI contracts, the ongoing Elon Musk vs. OpenAI trial drama, and the death of the iconic Ask.com search engine.

Today’s Sponsors:

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Important Topics:

• AI Beats ER Doctors: A Harvard study shows OpenAI’s o1 model outperforming attending physicians in ER triage and diagnosis (67.1% accuracy vs 55.3%).

• Software 3.0 & Neural Computers: The industry is moving away from “vibe coding” apps toward “fat models” that generate dynamic, ad-hoc interfaces and analyses on demand.

• Amazon Logistics War: Amazon launches “Supply Chain Services,” opening its 100-plane, 80,000-trailer network to B2B shipping to challenge UPS and FedEx margins.

• GameStop Bids for eBay: Ryan Cohen launches a highly leveraged $55.5B bid for eBay, aiming to utilize GameStop’s 1,600 retail stores as fulfillment centers.

• Pentagon AI Expansion: The DoD adds SpaceX, OpenAI, Google, Microsoft, and others to classified networks, while maintaining its security blacklist on Anthropic.

• Musk vs. OpenAI Settlement Texts: Lawyers seek to introduce a text message from Elon Musk floating a settlement while warning Sam Altman he would become “the most hated man in America.”

• Ask.com Shuts Down: Parent company IAC officially shuts down the Ask.com search engine after 25 years online.

• Maryland Bans AI Grocery Pricing: The state becomes the first to ban AI-driven dynamic pricing in grocery stores, imposing $25K fines for personalized markup algorithms.

🔗 RESOURCES

The AI landscape moves faster than a hallucinating LLM on a double espresso, which is why I’ve done the heavy lifting for you. Stop scrolling through generic “Top 10” lists and head over to the AI Executive Toolkit at https://djamgamind.com/toolkit

• Find AI Jobs (Mercor): Apply Here – https://work.mercor.com/?referralCode=82d5f4e3-e1a3-4064-963f-c197bb2c8db1

• Google Workspace: Professionalize your firm’s infrastructure with secure, cloud-based collaboration and branded communication: https://referworkspace.app.goo.gl/Q371

• AI Learning App Recommendation: AI and Machine Learning For Dummies: https://apps.apple.com/ca/app/ai-ml-tutor-pro/id1610947211

• Create and Host your own podcast at https://rss.com/?via=005875

⚗️ PRODUCTION NOTE: We Practice What We Preach.

AI Unraveled is produced using a hybrid “Human-in-the-Loop” workflow.

Old AI model tops doctors in ER trial

A Harvard study published in Science just put OpenAI’s o1-preview (released in 2024) through 76 real ER cases, with the AI diagnosing patients more accurately than two physicians, despite using only raw electronic health-record text.

The details:

• The study compared OpenAI’s o1-preview model with two attending physicians across 76 real ER cases and three decision stages of patient care.

• At initial ER triage, the model gave the correct diagnosis 67.1% of the time, compared to 55.3% and 50.0% for the two physicians.

• The two separate physician reviewers tasked with scoring couldn’t tell which diagnoses came from the model and which came from the humans.

• In one case, the AI flagged a rare flesh-eating infection in a transplant patient roughly 12 to 24 hours before the treating doctor caught it.

Why it matters: Millions of people are already using AI daily for health questions, but studies like these are showing the usefulness can also flow the other way to the doctors themselves. If a model generations behind is already beating ER doctors, imagine what the frontier could look like inside the patient care process.

Pentagon announces new AI partners

Image source: Images 2.0 / The Rundown

The Pentagon added 8 AI companies to its classified networks while excluding Anthropic, even as the Washington Post reports the new contracts have the same autonomous-weapons and surveillance limits for which Anthropic was blacklisted.

The details:

• The official agreement list names SpaceX, OpenAI, Google, Nvidia, Reflection, Microsoft, AWS, and Oracle as the companies added to classified networks.

• The Department of War said the new deals will “accelerate the transformation toward establishing the U.S. military as an AI-first fighting force”.

• DoD CTO Emil Michael told CNBC that Anthropic’s supply-chain risk label still stands, but called its Mythos model a “separate national security moment.”

• Anthropic’s exclusion comes days after the White House came out against a broader Mythos rollout over compute concerns impacting its own access.

Why it matters: The White House seemingly wants to have its cake and eat it too — both continuing to shun Anthropic while also wanting priority access to its Mythos model despite the blacklist. There are also some interesting names on that list, namely Reflection, which raised $2B from 1789 Capital, a Donald Trump Jr.-backed fund.

Ask.com shuts down after 25 years

• Ask.com has officially closed its doors after 25 years online, with parent company IAC confirming on May 1, 2026 that it shut down its entire search business, ending one of the web’s earliest recognizable search brands.

• Born in the late 1990s alongside Google Search, the platform started with a question-and-answer format and a butler mascot named Jeeves before rebranding to Ask.com, but it steadily lost ground to Google’s ranking systems.

• In a farewell message, IAC said “a very great search must come to an end” and thanked its engineers, designers, and the millions of users, noting that Ask’s natural-language approach foreshadowed today’s conversational search and AI tools.

AI beats doctors on diagnoses in Harvard study

• OpenAI’s o1 model matched or beat board-certified emergency room physicians on diagnosis, triage and next-step care decisions in a new Science study, based on six experiments using real data from a Massachusetts medical centre.

• The model stood out during early-stage triage, where it handled uncertainty better than doctors by making stronger use of unstructured notes and partial information, though both humans and AI improved as more data came in.

• Researchers, including Harvard’s Arjun Manrai and commentators from Flinders University, warned that AI cannot read visual, body language or auditory cues, and called for prospective clinical trials covering safety, equity and cost-effectiveness before wider use.

Anthropic nears $1.5B Wall Street venture

• Anthropic is close to sealing a roughly $1.5bn joint venture with Blackstone, Hellman & Friedman, Goldman Sachs, and General Atlantic that will push Claude into the portfolio companies owned by those Wall Street firms.

• Anthropic, Blackstone, and Hellman & Friedman are each anchoring the deal at about $300m, Goldman Sachs joins as a founding investor at roughly $150m, and General Atlantic and others cover the rest.

• The venture follows OpenAI’s DeployCo, which drew $4bn from five PE firms last month with a 17.5 per cent annualised return guarantee, while Anthropic’s smaller structure has no publicly reported guaranteed returns.

Amazon declares war on UPS and FedEx

• Amazon is opening its freight network to businesses in retail, healthcare, manufacturing and other industries through a new service called Amazon Supply Chain Services, letting them move, store and deliver goods by ocean, road, rail and air.

• The offering taps Amazon’s fleet of more than 100 cargo planes, over 80,000 trailers and 24,000 intermodal containers, plus warehouses, and includes distribution, fulfillment, parcel shipping, two-to-five-day delivery, warehousing and inventory forecasting.

• The push targets the business-to-business shipping market, a high-margin segment for logistics firms, and mirrors the playbook of Amazon Web Services, which started in 2006 as internal infrastructure before becoming the biggest cloud provider.

Musk texts Brockman seeking OpenAI settlement

• OpenAI’s lawyers have asked a federal judge to let Greg Brockman testify about an April 25 text in which Elon Musk floated a settlement, then warned Brockman and Sam Altman would become “the most hated men in America.”

• The defense says the text shows motive and bias rather than settlement value, citing Federal Rule of Evidence 408 and arguing Musk is using the Oakland lawsuit to attack a competitor after launching xAI.

• Judge Yvonne Gonzalez Rogers, not the nine-person advisory jury, will decide liability and remedies, which could include removing Altman and Brockman from leadership, disgorgement to the charity, and unwinding OpenAI’s for-profit conversion.

GameStop bids $56 billion for eBay

• GameStop has made an unsolicited, non-binding offer to buy eBay for $125 per share in a cash-and-stock deal worth about $55.5 billion, a 20% premium over eBay’s Friday closing price of $104.07.

• GameStop CEO Ryan Cohen, who told the Wall Street Journal he wants to turn eBay into a bigger rival to Amazon, has built a 5% stake and secured up to $20 billion in debt financing from TD Bank.

• The bid raises feasibility questions since GameStop’s market value was $12 billion versus eBay’s $46 billion, but Cohen plans to cut $2 billion in yearly costs and pitch GameStop’s 1,600 stores as fulfillment infrastructure.

Anthropic, OpenAI raise billions for PE push:

The world’s leading AI labs are raising billions ($4 billion for OpenAI, $1.5 billion for Anthropic) to help bring AI into private equity portcos. No, it’s not surprising that companies owned by the cost-conscious want to replace some (expensive) humans with (theoretically less expensive) AI. The two model giants are dueling for enterprise market share, and neither appears set to lose a single deal without a fight.

Cerebras targets $115-$125 share price in upcoming IPO:

AI chip company Cerebras’s IPO is making good progress, with a new SEC filing stating it intends to raise more than $3 billion at a price well over $100 per share. For recent investors, the price is a win. For investors who bought in even earlier, the price is an even bigger victory.

European foundation models?

SAP is on a buying spree. The software giant intends to snap up Dremio to help its customers prepare their data for AI agents, and is also buying Prior Labs, a German AI lab building tabular foundation models, or TFMs. Unlike LLMs, TFMs are aces at handling structured business data, which is right up SAP’s lane. Even better, SAP intends to invest “more than €1 billion over the next four years to scale [Prior] into a globally leading frontier AI lab for [structured] data.”

Neural Computers

by John Coogan

There’s been rumblings about the potential for a Neural Computer for years now since the AI boom began. The basic idea is that the computer would have no software whatsoever, essentially just an LLM that generates whatever you need as you are using the device. Karpathy put it this way: “Imagine a device that takes raw videos or audio into basically what’s a neural net and uses diffusion to render a UI that is unique for that moment.”

It feels like we’re starting to see glimpses of this now. I most recently felt it while trying to understand Ryan Cohen’s proposal for GameStop to takeover eBay for $55.5B. I haven’t tracked either company closely, and I wanted to quickly understand how the two companies size up. In a pre-ChatGPT world, I would have pulled stats from Google or Yahoo Finance, maybe copied them into a spreadsheet if I wanted to see them side-by-side (although Google and Yahoo both offer company comparison views, they are always a bit tricky to navigate). Then if I wanted to share the findings, I could screenshot the sheet, or if I was feeling really fancy, design a slide linked to the data. Now this whole process is a single prompt.

Prompt: “Do a bunch of research on GameStop and eBay’s valuation and key financial metrics, things like growth rate, top line, earnings, revenue, valuation, how the multiples fit together. Build a nicely designed side-by-side comparison of the two companies.” – ChatGPT 5.5 Thinking w/ Images

It’s not a perfect result, I’d probably not use red for all of GameStop’s data because red is usually saved for negative numbers. It’s a good start though and I could easily ask for that change. And obviously you could take this a lot further, delivering an updated image every quarter after earnings drops, or every day if you wanted, or for any other two companies, or for anything else you want. I think the end result is fewer dashboards and more ad hoc analyses delivered on demand to answer the exact question you have at the moment.

Karpathy describes this concept as “Software 3.0” in his Sequoia AI Ascent talk and gave an example of shifting from a vibe-coded app to a fully AI workflow for a project that would annotate menus:

MenuGen is this idea where you come to a restaurant, they give you a menu, and there are usually no pictures. I don’t know what any of these things are — usually 30% or 50% of the things, I have no idea what they are.

So I wanted to take a photo of the restaurant menu and get pictures of what those things might look like in a generic sense. I vibe-coded this app that basically lets you upload a photo, and it does all this stuff. It runs on Vercel, re-renders the menu, gives you all the items, uses OCR for all the different titles, uses an image generator to get pictures of them, and then shows it to you.

Then I saw the Software 3.0 version of this, which blew my mind. It was literally: take your photo, give it to Gemini, and say, “Use Nano Banana to overlay the things onto the menu.”

Nano Banana basically returned an image that was exactly the picture of the menu I took, but it actually put into the pixels the different things in the menu. This blew my mind because actually all of my MenuGen is spurious. It’s working in the old paradigm. That app shouldn’t exist.

The Software 3.0 paradigm is a lot more raw. Your neural network is doing more and more of the work. Your prompt or context is just the image, and the output is an image. There’s no need to have any of the app in between.

I have a few takeaways from this:

First, I think it’s exciting for anyone who’s been hesitant to jump into vibe coding. Frontier models are already able to, in 90% of situations, instantiate exactly whatever’s required to solve an actual problem on the fly under the hood, entirely abstracting away code and tools.

Second, I’m reminded of the 2016 USV blog post “Fat Protocols” which argued that unlike “thin protocols” of the web era like HTTP, FTP, etc. (which accrued minimal value), in crypto, Bitcoin, Ethereum, etc. would be “fat protocols,” do a lot of valuable work, and potentially be more valuable than the application layer that enabled interaction with them. There’s still a bunch of complicated market dynamics around value accrual in the AI value chain, but in terms of doing useful work, the models are certainly getting “fatter” every month to use the USV terminology.

Third, there’s still the question of walled garden jumping. The internet isn’t quite “dead” yet, there’s a lot of good information out there, but many, many platforms are fairly locked down, so writing code, puppeteering a browser running on a Mac Mini, or digging through iMessage locally can still require a different workflow, but that’s more of a legal and business discussion than a technical one. The models will continue to find their way over, under, and through any cracks in the walls of the gardens if users ask politely enough.

There’s still a long way to go here, inference is expensive, everything is slow, and models still make odd mistakes (although less and less these days). I’m still enjoying the image output workflow and it feels like moving up a level of abstraction is more qualitatively binary than a slightly higher score on a particular benchmark.

What Else Happened in AI on May 04th 2026?

OpenAI shipped Codex Pets, animated desktop companions that let you track agent progress without switching back to the app.

OpenAI CEO Sam Altman announced that OpenClaw users can use their ChatGPT subscriptions within the agentic tool, taking a stance against Anthropic’s restrictions.

Maryland signed the U.S.’s first ban on AI-driven grocery pricing, with fines up to $25K for stores caught using personalized shopper data to mark up prices.

SAG-AFTRA secured new AI guardrails in its four-year studio deal, with the guild’s negotiator refusing to sign until Hollywood studios made concessions on AI protections.

A Chinese court ruled that replacing a worker with AI does not legally justify firing them, ordering a tech firm to pay wrongful termination damages.

The Information: XAI Shows How Hard It Is to Use a Lot of GPUs at Once

➞ Lambda response: “The xAI “low utilization” story has people mixing up two different metrics”…

WSJ: GameStop Offers to Buy eBay for $56 Billion

Reuters: Cerebras targets $26.6 billion valuation in US IPO as AI chip demand surges

Cofounder Jack Clark says he thinks there’s a 60% chance of AI reaching recursive self-improvement by the end of 2028

Bloomberg: OpenAI Finalizes $10 Billion Joint Venture With PE Firms to Deploy AI

Roon post on Anthropic as an organization that “worships” Claude goes viral

Mayo Clinic: Mayo Clinic AI helps specialists detect pancreatic cancer up to 3 years before diagnosis in landmark validation study

WSJ: OpenAI Wants to Go Public. First Sarah Friar Needs to Get It to Grow Up.

NYT’s Ezra Klein: Why the A.I. Job Apocalypse (Probably) Won’t Happen

NYT: A.I. Is a National Security Risk. We Aren’t Doing Nearly Enough.

WSJ: Why Almost Everyone Loses—Except a Few Sharks—on Prediction Markets

Patrick Collison: Stripe Atlas hits 100,000 all-time incorporations

Rex Salisbury: Erebor hits $1.1 billion in deposits

Charlie Billelo: 0.1% of the accounts on Polymarket have earned 67% of the profits

Politico Europe: EU accused of wasting €20B on AI computing dreams

DjamgaMind: Audio Intelligence for the C-Suite (Daily AI News, Energy, Healthcare, Finance)

Full-Stack AI Intelligence. Zero Noise.The definitive audio briefing for the C-Suite and AI Architects. From Daily News and Strategic Deep Dives to high-density Industrial & Regulatory Intelligence—decoded at the speed of the AI era. . 👉 Start your specialized audio briefing today at Djamgamind.com

AI Jobs and Career

I wanted to share an exciting opportunity for those of you looking to advance your careers in the AI space. You know how rapidly the landscape is evolving, and finding the right fit can be a challenge. That's why I'm excited about Mercor – they're a platform specifically designed to connect top-tier AI talent with leading companies. Whether you're a data scientist, machine learning engineer, or something else entirely, Mercor can help you find your next big role. If you're ready to take the next step in your AI career, check them out through my referral link: https://work.mercor.com/?referralCode=82d5f4e3-e1a3-4064-963f-c197bb2c8db1. It's a fantastic resource, and I encourage you to explore the opportunities they have available.

• Full Stack Engineer [$150K-$220K]
• Software Engineer, Tooling & AI Workflow, Contract [$90/hour]
• DevOps Engineer, India, Contract [$90/hour]
• More AI Jobs Opportunitieshere

Job Title	Status	Pay
Full-Stack Engineer	Strong match, Full-time	$150K - $220K / year
Developer Experience and Productivity Engineer	Pre-qualified, Full-time	$160K - $300K / year
Software Engineer - Tooling & AI Workflows (Contract)	Contract	$90 / hour
DevOps Engineer (India)	Full-time	$20K - $50K / year
Senior Full-Stack Engineer	Full-time	$2.8K - $4K / week
Enterprise IT & Cloud Domain Expert - India	Contract	$20 - $30 / hour
Senior Software Engineer	Contract	$100 - $200 / hour
Senior Software Engineer	Pre-qualified, Full-time	$150K - $300K / year
Senior Full-Stack Engineer: Latin America	Full-time	$1.6K - $2.1K / week
Software Engineering Expert	Contract	$50 - $150 / hour
Generalist Video Annotators	Contract	$45 / hour
Generalist Writing Expert	Contract	$45 / hour
Editors, Fact Checkers, & Data Quality Reviewers	Contract	$50 - $60 / hour
Multilingual Expert	Contract	$54 / hour
Mathematics Expert (PhD)	Contract	$60 - $80 / hour
Software Engineer - India	Contract	$20 - $45 / hour
Physics Expert (PhD)	Contract	$60 - $80 / hour
Finance Expert	Contract	$150 / hour
Designers	Contract	$50 - $70 / hour
Chemistry Expert (PhD)	Contract	$60 - $80 / hour

🎧 Listen Ads-Free: Subscribe to DjamgaMind via Apple Podcasts for a pure, ad-free experience at https://podcasts.apple.com/us/channel/djamgamind/id6760446113

#DJAMGAMIND #AIUNRAVELED

Summary: In this special investigative edition, we deconstruct how artificial intelligence is revolutionizing our relationship with geological disasters. We explore the cutt…

Read more

DjamgaMind: Audio Intelligence for the C-Suite (Daily AI News, Energy, Healthcare, Finance)

Full-Stack AI Intelligence. Zero Noise.The definitive audio briefing for the C-Suite and AI Architects. From Daily News and Strategic Deep Dives to high-density Industrial & Regulatory Intelligence—decoded at the speed of the AI era. . 👉 Start your specialized audio briefing today at Djamgamind.com

AI Jobs and Career

I wanted to share an exciting opportunity for those of you looking to advance your careers in the AI space. You know how rapidly the landscape is evolving, and finding the right fit can be a challenge. That's why I'm excited about Mercor – they're a platform specifically designed to connect top-tier AI talent with leading companies. Whether you're a data scientist, machine learning engineer, or something else entirely, Mercor can help you find your next big role. If you're ready to take the next step in your AI career, check them out through my referral link: https://work.mercor.com/?referralCode=82d5f4e3-e1a3-4064-963f-c197bb2c8db1. It's a fantastic resource, and I encourage you to explore the opportunities they have available.

• Full Stack Engineer [$150K-$220K]
• Software Engineer, Tooling & AI Workflow, Contract [$90/hour]
• DevOps Engineer, India, Contract [$90/hour]
• More AI Jobs Opportunitieshere

Job Title	Status	Pay
Full-Stack Engineer	Strong match, Full-time	$150K - $220K / year
Developer Experience and Productivity Engineer	Pre-qualified, Full-time	$160K - $300K / year
Software Engineer - Tooling & AI Workflows (Contract)	Contract	$90 / hour
DevOps Engineer (India)	Full-time	$20K - $50K / year
Senior Full-Stack Engineer	Full-time	$2.8K - $4K / week
Enterprise IT & Cloud Domain Expert - India	Contract	$20 - $30 / hour
Senior Software Engineer	Contract	$100 - $200 / hour
Senior Software Engineer	Pre-qualified, Full-time	$150K - $300K / year
Senior Full-Stack Engineer: Latin America	Full-time	$1.6K - $2.1K / week
Software Engineering Expert	Contract	$50 - $150 / hour
Generalist Video Annotators	Contract	$45 / hour
Generalist Writing Expert	Contract	$45 / hour
Editors, Fact Checkers, & Data Quality Reviewers	Contract	$50 - $60 / hour
Multilingual Expert	Contract	$54 / hour
Mathematics Expert (PhD)	Contract	$60 - $80 / hour
Software Engineer - India	Contract	$20 - $45 / hour
Physics Expert (PhD)	Contract	$60 - $80 / hour
Finance Expert	Contract	$150 / hour
Designers	Contract	$50 - $70 / hour
Chemistry Expert (PhD)	Contract	$60 - $80 / hour

🎧 Listen Ads-Free: Subscribe to DjamgaMind via Apple Podcasts for a pure, ad-free experience at https://podcasts.apple.com/us/channel/djamgamind/id6760446113

#DJAMGAMIND #AIUNRAVELED

Summary: In this weekly briefing, we analyze the intersection of AI, national security, and massive capital expenditure. We deconstruct the Pentagon’s decision to integrate AI from 7 major tech firms into classified networks, and the resulting employee mutiny at Google. We explore the staggering $725 billion Capex guidance from Big Tech and Tim Cook’s warning of a “RAMageddon” memory chip shortage. We also dive into the dramatic courtroom testimony between Elon Musk and OpenAI, the pivot toward physical AI robotics (SoftBank’s Roze, 1X Humanoids, Meta acquisitions), and OpenAI’s strategic shift to Amazon AWS and smartphone hardware.

Important Topics:

• Pentagon AI Integration & Protests: The DoD strikes classified network deals with OpenAI, Google, Microsoft, and others, sparking a 600-employee protest at Google over military AI use.

• $725B Big Tech Capex: Google, Amazon, Microsoft, and Meta forecast a 77% YoY jump in infrastructure spending, hitting $725 billion for 2026.

• Apple’s “RAMageddon”: Apple posts a record $111.2B quarter, but CEO Tim Cook warns that AI industry demand has quadrupled memory chip prices.

• Musk vs. OpenAI Trial: In federal court, Elon Musk accuses OpenAI of “stealing a charity,” while admitting xAI used distillation techniques on OpenAI models to train Grok.

• The Robotics Pivot: SoftBank prepares a $100B IPO for data-center robotics firm “Roze,” 1X opens a US humanoid factory targeting 100,000 robots, and Meta acquires Assured Robot Intelligence.

• Geopolitical Roadblocks: China blocks Meta’s $2B acquisition of Manus AI, and the EU orders Google to open the Android ecosystem to AI rivals.

• OpenAI Hardware & Cloud Pivot: OpenAI ends its Microsoft cloud exclusivity to launch on Amazon Bedrock, while supply chain leaks reveal plans for an OpenAI smartphone by 2028.

🛠️ The AI Executive Toolkit: Deploy real infrastructure. Get the hand-picked, forensic-vetted implementation stack built for the C-Suite at https://DjamgaMind.com/Toolkit.

• Google Workspace: Professionalize your firm’s infrastructure with secure, cloud-based collaboration and branded communication: https://referworkspace.app.goo.gl/Q371

⚗️ PRODUCTION NOTE: We Practice What We Preach.

AI Unraveled is produced using a hybrid “Human-in-the-Loop” workflow.

Pentagon signs AI deals with 7 companies

• The Pentagon has struck deals with seven AI companies — SpaceX, OpenAI, Google, NVIDIA, Reflection, Microsoft, and Amazon Web Services — to bring their tools onto the Defense Department’s classified networks at Impact Levels 6 and 7.

• The Pentagon said the agreements will speed up its push to become an “AI-first fighting force,” helping with data synthesis, situational understanding, and warfighter decision-making across complex operational environments and all domains of warfare.

• Anthropic is notably absent after a dispute with the Pentagon over guardrails on military use of its AI tools, which led the department last month to label the company a supply-chain risk, barring it from Pentagon contractors.

Meta acquires robotics AI startup

• Meta has bought Assured Robot Intelligence, a startup founded by ex-Fauna Robotics co-founder Lerrel Pinto and former Nvidia researcher Xiaolong Wang, folding its whole-body robot control models and tactile sensor technology into Meta Superintelligence Labs.

• The deal gives Meta e-Flesh, a tactile sensor that reads deformations in 3D-printable microstructures through magnets and magnetometers, plus Wang’s activation-aware weight quantisation work that shrinks AI models to run on a robot’s limited onboard compute.

• Meta wants to be the Android of humanoids, supplying the intelligence layer while others build the machines, a strategy that competes with Google DeepMind’s Gemini Robotics and its Apptronik partnership but sidesteps vertically integrated makers like Tesla and 1X.

Apple raises Mac mini price

• Apple has quietly removed the $599 base Mac mini from its U.S. online store, pushing the entry price for its smallest desktop up to $799 as the 256GB configuration disappears from standard, education, and military storefronts.

• On Apple’s April 30, 2026 earnings call, Tim Cook said demand for Mac mini and Mac Studio has outpaced supply and will take months to stabilize, driven partly by interest in running AI workloads locally on compact Macs.

• With the Mac mini no longer offering a $599 starting point into macOS, that role shifts to the MacBook Neo, though refurbished listings still carry lower-priced Mac mini units when limited inventory allows.

xAI launches Grok 4.3 with voice cloning

• xAI has released Grok 4.3, a new base large language model with a 1 million-token context window and always-on reasoning, alongside a Custom Voices suite that clones a person’s voice from a reference clip as short as 120 seconds.

• Grok 4.3 costs $1.25 per million input tokens and $2.50 per million output tokens, roughly 40% and 60% cheaper than Grok 4.2, and xAI now charges a $0.05 fee for requests blocked by safety filters.

• The model ranks #1 on Vals AI’s CaseLaw v2 and CorpFin benchmarks, but Andon Labs reported “narcolepsy problems” on Vending-Bench 2, and it scored just 11% on ProofBench for difficult math.

People are finally using Reddit’s search

• Reddit’s long-criticized search function is finally catching on with users, with CEO Steve Huffman reporting a 30% year-on-year jump in weekly search users after the company poured money into its search engine and added AI features.

• Huffman said search DAUs, WAUs, and queries are all up meaningfully year-over-year, crediting the team for better integrating Reddit Answers into the product and calling search a major driver of user acquisition and retention.

• Reddit ended the quarter with 493 million weekly active unique users and 126 million daily active unique users, and posted $663 million in revenue, beating Wall Street’s expectation of $609.8 million.

Apple hits record sales despite chip shortage

• Apple brought in $57 billion from iPhone sales during its record March quarter, contributing to total revenue of $111.2 billion, with Tim Cook crediting strong demand for the iPhone 17 lineup on Thursday’s earnings call.

• Cook cautioned that memory chip costs will climb significantly starting in June due to “RAMageddon,” the AI industry’s heavy appetite for memory chips, which has already quadrupled RAM prices and may push iPhone prices higher.

• Apple’s March spending on memory chips already rose, though the company offset costs by selling stockpiled inventory, and Cook told Reuters there is “just a little less flexibility in the supply chain at the moment for getting more parts.”

Musk says xAI trained Grok on OpenAI

• Elon Musk admitted on the stand in a California federal court on Thursday that xAI trained Grok using distillation on OpenAI models, saying the practice was common across AI companies when asked directly.

• The admission came during Musk’s trial against OpenAI, Sam Altman, and Greg Brockman, where he alleges they broke the original nonprofit mission by shifting the entity to a for-profit structure.

• Musk also ranked the leading AI providers during testimony, placing Anthropic first, followed by OpenAI, Google, and Chinese open source models, and described xAI as a smaller company with just a few hundred employees.

Tesla starts Semi truck mass production after 9 years

• Tesla has kicked off mass production of its Semi electric truck nearly a decade after the 2017 unveiling, with the first big rig rolling off the high volume line at a dedicated plant near Gigafactory Nevada.

• The Semi comes in a 325-mile Standard Range trim priced around $260,000 and a 500-mile Long Range version near $300,000, both packing a 1,072HP tri-motor system that charges at up to 1.2MW on Megachargers.

• Deliveries start later this year and undercut the Freightliner eCascadia ($400,000, 230 miles) and Volvo VNR Electric ($350,000, 275 miles), though Tesla won’t hit the factory’s 50,000-truck yearly peak output.

Meta fires 1,100 AI trainers over Ray-Ban leaks

• Meta has cut ties with Sama, a Kenya-based contractor that trained its generative AI systems using Ray-Ban smart glasses footage, triggering the layoff of 1,108 workers after some spoke out about the recordings they reviewed.

• Sama employees told Swedish newspapers in February that they labeled footage showing banking information, private conversations, naked people in bathrooms, and intimate encounters, often captured from subjects who seemingly did not know they were being recorded.

• Meta says its terms of service cover these details and the glasses need explicit permission to engage AI mode, but Sama workers reported being forced to sit idle under tighter security as the firm hunts for the whistleblowers.

1X opens US humanoid factory targeting 100,000 NEO robots

• 1X has begun full-scale production of its NEO humanoid robot at a new 58,000-square-foot factory in Hayward, California, with plans to build more than 100,000 units per year by 2027.

• The factory uses a vertically integrated model, with 1X designing and making motors, batteries, sensors, structures, and transmission systems in-house, and its first-year run of over 10,000 units sold out within five days of its October launch.

• Each NEO runs on NVIDIA’s Jetson Thor platform for onboard AI inference and is trained using NVIDIA Isaac simulation tools, with customer shipments starting in 2026 through a $20,000 early access program or a $499 monthly subscription.

Big Tech capex hits $725 billion in 2026

• Google, Amazon, Microsoft, and Meta plan to spend a combined $725 billion on capex in 2026, a 77% jump from last year’s record $410 billion, driven by AI infrastructure demand and climbing memory chip prices.

• Microsoft set 2026 capex at $190 billion, with CFO Amy Hood blaming $25 billion of that on memory chip and component costs, while warning the company will stay capacity-constrained through at least 2026.

• Alphabet matched Microsoft’s $190 billion capex guidance after Google Cloud revenue grew 63% to $20 billion and its contract backlog doubled to $460 billion, pushing shares up 7% toward a $4.3 trillion valuation.

White House blocks Anthropic Mythos expansion

• The White House has pushed back on Anthropic’s plan to widen access to its Mythos AI model to around 70 companies and organizations, according to an administration official who spoke anonymously on Wednesday night.

• US officials worry Anthropic lacks the computing power to serve more Mythos users without hurting the government’s own use of the model, which the company says is strong enough to enable dangerous cyberattacks.

• Mythos, unveiled in early April, can reportedly detect and exploit vulnerabilities in critical software, and a small group of unauthorized users on a private online forum gained access the same day Anthropic announced its limited release plan.

Apple reportedly abandons Vision Pro

• Apple has reportedly stopped work on the Vision Pro after weak sales of the M5 chip model released in October, which kept the $3,499 price tag and added a more comfortable head strap, according to MacRumors.

• The product engineering team is being moved to other projects across the company, with a near-term focus on AR glasses to compete with Meta and longer-term work on a cheaper Pro-style successor.

• Apple is also shifting engineering resources toward Siri and Apple Intelligence ahead of WWDC in June, as recent delays to its AI work have hurt the company’s reputation with users and developers.

SoftBank is creating a robotics company that builds data centers

• SoftBank is planning to launch and list a standalone AI and robotics company in the U.S. called “Roze,” which will build data centers and use robotics to make AI infrastructure construction more efficient, the Financial Times reported Thursday.

• Masayoshi Son is leading the push, with executives targeting a roughly $100 billion valuation and an IPO as soon as this year, though the timeline could shift partly due to uncertainties from the conflict in the Middle East.

• Roze could bundle existing energy, land and infrastructure assets from SoftBank’s portfolio along with ABB Robotics, which SoftBank agreed to buy last year, and the listing may help offset its $30 billion-plus commitment to OpenAI.

Uber enters the hotel booking business

• Uber has launched hotel bookings inside its app for US customers, giving access to over 700,000 hotels worldwide through a partnership with Expedia Group, with Vrbo vacation rentals set to join later this year.

• Uber One subscribers will get 20% off a rolling list of 10,000 hotels booked through the app, plus 10% back in Uber Credits on all bookings, as the company pitches the subscription harder.

• CTO Praveen Neppalli Naga said agentic AI tools like Cursor cut the hotel booking feature’s build time in half, alongside other launches including travel mode, a room service hub in Uber Eats, and Eats for the Way.

Spotify introduces verified artist badges to help distinguish humans from AI

• Spotify is rolling out a new “Verified by Spotify” badge that marks human artists in good standing, shutting out AI-generated or AI-persona profiles as streaming sites deal with a flood of machine-made tracks clogging their platforms.

• To qualify for the light green checkmark, artists must show consistent listener engagement, follow platform policies, and display “signals of a real artist,” with over 99 percent of actively sought-out artists verified at launch.

• Spotify is also testing a new context section on artist profiles, described as “nutrition facts,” showing career milestones, release activity, and touring activity in the About section on mobile over the coming weeks.

Elon Musk says OpenAI betrayed its mission

• Elon Musk told jurors in an Oakland federal court that OpenAI abandoned its founding mission when it shifted from a charity to a for-profit company, arguing the pivot amounts to “stealing a charity” and sets a dangerous precedent.

• OpenAI’s lawyer William Savitt countered that Musk himself pushed to restructure OpenAI as a for-profit in 2017 and wanted majority control, saying the lawsuit is really an attempt to hobble a rival to Musk’s own AI company, xAI.

• The three-week trial could reshape OpenAI as it approaches a trillion-dollar valuation and a planned public offering, with Musk seeking a court order to unwind the October for-profit conversion that gave Microsoft a 27% stake and the nonprofit 26%.

OpenAI launches models on AWS

• OpenAI’s models and its Codex coding agent are coming to Amazon Web Services through Amazon Bedrock, the two companies said Tuesday, with general availability expected in the next few weeks for AWS customers to try.

• A new service called Amazon Bedrock Managed Agents powered by OpenAI will let developers build customized agents that remember previous interactions, going beyond the open-weight OpenAI models that came to AWS back in August.

• The news follows Monday’s reworked Microsoft deal letting OpenAI serve customers on any cloud, and builds on a $38 billion AWS commitment from November plus a $50 billion Amazon investment tied to two gigawatts of Trainium chips.

EU says Meta fails underage user checks

• The European Commission has preliminarily ruled that Instagram and Facebook breach the Digital Services Act by failing to diligently identify and block children under 13 from using the platforms, despite Meta’s own age restrictions.

• Regulators said minors can enter false birth dates with no effective checks, Meta’s tools for reporting underage users are hard to use, and the company does not follow up on reports, letting children keep their accounts.

• If confirmed, the findings could lead to a fine of up to 6pc of Meta’s worldwide annual turnover, and the Commission wants Meta to overhaul its risk assessment and bring in age-assurance technologies that are accurate and non-intrusive.

Anthropic unveils Claude for Creative Work

• Anthropic has rolled out Claude for Creative Work, a set of integrations that plug its AI directly into creative software from Adobe, Autodesk, Ableton, Blender, and Splice rather than asking users to adopt a separate tool.

• Each connector targets a specific task: conversational 3D modelling in Autodesk Fusion, natural-language scripting in Blender, real-time visual control in Resolume, prompt-to-3D concepts in SketchUp, and in-app royalty-free sample search through Splice.

• Anthropic has also joined the Blender Development Fund as a patron and is partnering with the Rhode Island School of Design, Ringling College of Art and Design, and Goldsmiths to give students and faculty access to Claude.

China halts new self-driving permits after Baidu outage

• China has stopped issuing new licenses for autonomous vehicles after more than 100 Baidu Apollo Go robotaxis suddenly stalled on the streets of Wuhan on March 31, stranding passengers and snarling city traffic.

• Three agencies including the Ministry of Industry and Information Technology met with officials from robotaxi pilot cities, calling for a full self-review and better safety monitoring, with no clear end date for the suspension.

• The freeze blocks companies from adding robotaxis, starting test projects, or expanding to new cities, and it covers level four vehicles, sending Baidu, Pony AI, and WeRide shares lower in Wednesday trading.

OpenAI missed its own revenue and user growth targets

• OpenAI fell short of its internal goals for ChatGPT users and revenue last year, never reaching its target of one billion weekly active users, while CFO Sarah Friar warned that rising compute costs could outrun incoming revenue.

• The company has committed roughly $600 billion to future data-center spending under Altman’s bet on compute scarcity, and board directors are now questioning why he keeps chasing more computing capacity despite the slowdown.

• Rival Anthropic has quietly passed OpenAI on Forge Global, trading at about $1 trillion versus OpenAI’s $880 billion, and Myriad users give Anthropic a 64% chance of carrying out its IPO first.

Google employees urge Pichai to reject Pentagon AI deal

• Roughly 600 Google workers have signed an open letter asking CEO Sundar Pichai to walk away from talks with the Pentagon that would let the Department of Defense use the company’s Gemini AI models in classified settings.

• The signatories argue that contract wording is not enough protection, pointing to how Anthropic was labeled a “supply chain risk” after refusing “all lawful purposes” language, while OpenAI revised its Pentagon deal to block mass surveillance of U.S. persons.

• The letter follows Google’s recent rewrite of its AI Principles, which in 2018 promised staff the company would not design or deploy AI for weapons or surveillance, language that employees say has since shifted.

Google is testing AI chatbot search for YouTube

• Google is trying out an AI Mode-style conversational search for YouTube, and the experiment is open now to YouTube Premium subscribers in the US who are 18 or older, with plans to expand it to other users.

• An “Ask YouTube” button in the search bar brings up a page that mixes summary text, bulleted milestones, timestamped longform videos, Shorts galleries, and suggested follow-up prompts related to what you searched for.

• In a test about Valve’s new Steam Controller, Ask YouTube got the basics right but incorrectly said the old Steam Controller had no joysticks, a reminder that these AI-built result pages can include factual errors.

Apple plans iPhone Ultra and MacBook Ultra

• Apple is preparing to expand its Ultra branding into new product tiers, with plans for a foldable iPhone Ultra and a touchscreen OLED MacBook Ultra that will sit above the existing Pro lineup through 2027.

• According to a Macworld report citing a source familiar with Apple’s plans, the Ultra name gives the company a place for new form factors without disrupting the Pro lineup, which has covered iPhone, iPad, and Mac for years.

• The Ultra tier lets Apple ship foldable displays and OLED touchscreen Macs in limited quantities at higher prices, fitting its shift toward raising revenue per user as global smartphone growth slows.

EU orders Google to open Android to AI rivals

• The European Commission has told Google it must open up Android so rival AI services can match what Gemini does on the phones, a decision that came out of a specification proceeding started in January.

• Gemini currently gets special treatment at the system level on any Google-powered Android phone, and the commission says too many Android experiences only work with Google’s AI, which must change.

• The order comes from the Digital Markets Act, which labels seven dominant firms as “gatekeepers,” and the commission may force Google to make the Android AI changes this summer despite Google calling it “unwarranted intervention.”

China blocks Meta’s $2B Manus acquisition

• China has blocked Meta’s $2 billion purchase of AI start-up Manus, with the National Development and Reform Commission telling both parties to withdraw from the deal, citing Chinese laws on foreign investment in the company.

• Manus is based in Singapore but owned by Chinese parent Butterfly Effect Technology, and Meta had already absorbed its staff and paid out investors including Tencent Holdings, ZhenFund and Hongshan before the ruling came down.

• A source told the Financial Times the NDRC’s move was “harsh” and meant as a warning against similar follow-on deals, serving as leverage ahead of next month’s planned meeting between Donald Trump and Xi Jinping.

OpenAI plans an AI smartphone to rival iPhone

• OpenAI is building a smartphone to take on the iPhone, according to supply chain analyst Ming-Chi Kuo, who says MediaTek and Qualcomm will supply the chips and Luxshare will handle manufacturing, with mass production set for 2028.

• Kuo argues the phone is the only device that captures a user’s full real-time state, including location, activity, and communication, and that controlling both the operating system and hardware is needed to deliver AI agent services.

• The phone marks a reversal from OpenAI’s previously reported hardware plans with Jony Ive, which focus on a smart speaker, smart glasses, a smart lamp, and earbuds, with the first announcement expected in late 2026.

Musk is about to launch his ‘everything app’

• Elon Musk is about to roll out X Money, a banking and payments platform that turns X into the “everything app” he promised when he renamed Twitter in 2023, according to Bloomberg.

• The finance feature will reportedly offer a savings account with 6 per cent interest and 3 per cent cashback on some transactions, building on a Visa partnership announced last year for a digital wallet and peer-to-peer payments.

• The launch will be limited because X still lacks licences in key states like Massachusetts and New York, and Senator Elizabeth Warren has written to Musk raising concerns about scams, fraud, and data privacy on the platform.

John Ternus to launch 10 new Apple products

• Incoming Apple CEO John Ternus is set to roll out ten new products during his tenure, starting with the iPhone 18 Pro, 18 Pro Max, and the company’s first foldable iPhone at the September hardware event.

• Beyond the iPhone Fold, Mark Gurman reports that Apple’s pipeline includes a Smart Home Hub, a Tabletop Robot with a 9-inch screen on a robotic arm, a Home Security System, smart glasses, and AirPods with cameras.

• Also on the list are an AI Pendant worn as a necklace, a touchscreen MacBook with an OLED display due in late 2026 or early 2027, lightweight AR glasses, and a foldable iPad with a 20-inch screen that may be scrapped.

Microsoft ends exclusive OpenAI cloud deal

• Microsoft and OpenAI have signed a new deal that removes Microsoft’s right of first refusal to serve as OpenAI’s compute provider, ending a key piece of exclusivity between the two companies after years of a tight partnership.

• Microsoft now owns roughly 27 percent of OpenAI’s new public benefit corporation, worth about $135 billion today, and its IP rights to OpenAI models and products stretch to 2032 and now cover post-AGI models.

• OpenAI has agreed to spend another $250 billion on Azure services, can jointly develop some products with third parties, and can sell API access to US government national security customers through any cloud provider.

Meta signs space solar power deal

• Meta has struck a deal with startup Overview Energy for up to 1 gigawatt of solar energy collected in space, aiming to power its artificial intelligence data centers through satellites that orbit Earth and beam electricity back.

• Overview Energy plans to gather sunlight using satellites orbiting Earth and convert it into electricity that can support the grid, offering Meta a new source to meet its growing demand for power.

• The 1 gigawatt volume from the agreement is roughly equal to the output of a single nuclear reactor, showing the scale Meta is chasing as it hunts for ways to feed its data centers.

What Else Happened in AI and Tech from April 27th to May 03rd 2026?

Meta opened its ads platform to third-party AI tools via a new MCP server, allowing advertisers to manage campaigns through Claude, Cursor, or any connected agent.

OpenAI announced that it has already surpassed its 2029 Stargate goal of securing 10 GW of compute, with 3 GW added in the last 3 months.

Elon Musk revealed during questioning in his trial vs. OpenAI that xAI has used distillation techniques to train on OpenAI models.

Anthropic launched the public beta for Claude Security, a system that leverages Opus 4.7 to scan codebases for vulnerabilities and help enterprises generate patches.

Cursor released Security Review, which also deploys autonomous agents to check for vulnerabilities and run scheduled codebase scans with results posted to Slack.

ElevenLabs launched ElevenMusic, a streaming platform with built-in AI remixing and AI-assisted track creation, already hosting 4k+ artists and offering creator payouts.

Two U.S. House committees opened probes into Cursor-maker Anysphere and Airbnb over Chinese AI use, with Composer 2 built on Kimi and Airbnb’s agent on Qwen.

Mistral AI launched Vibe remote agents, cloud sessions that run coding tasks in parallel, powered by the company’s new open-weights Medium 3.5 model.

Google added file creation into Gemini, allowing the model to output formats like Google Docs, Sheets, and Slides, Microsoft Word and Excel files, Markdown, and more.

OpenAI released a Cybersecurity Action Plan to “democratize” AI cyber defense and work with the U.S. government and industry on threat coordination and defender tools.

OpenAI announced that GPT-5.5, Codex, and Managed Agents are now available via Amazon Bedrock, coming a day after its new contract restructure with Microsoft.

NVIDIA released Nemotron 3 Nano Omni, a new open model that can handle vision, audio, and text at 9x the speed of rival open multimodal models.

The WSJ reported that OAI fell short of its targets for revenue and user growth, with CFO Sarah Friar questioning its massive spending — with OAI calling it “ludicrous.”

Anthropic added new connectors for a broader range of creative workflows, including apps like Blender, Adobe Creative Cloud, Autodesk Fusion, SketchUp, and more.

Xiaomi open-sourced MiMo-V2.5-Pro, which ties Kimi K2.6 on Artificial Analysis’ leaderboard, featuring a 1M context window and strong efficiency for agentic tasks.

SpAItial launched Echo-2, a new SOTA world model that turns text or photos into explorable 3D worlds, claiming to beat World Labs’ Marble 1.1 across benchmarks.

The trial between Elon Musk and OpenAI kicked off on Monday with the start of jury selection, with the two sides trading barbs on X ahead of opening statements.

Tech analyst Ming-Chi Kuo said OpenAI is working on its own smartphone alongside MediaTek and Qualcomm, with native AI agents and production likely in 2028.

Adobe opened access to its new Firefly AI Assistant in public beta, letting creators prompt multi-app Creative Cloud workflows while keeping outputs editable.

Alibaba’s new Happy Horse video model rolled out across video platforms, with the release taking the top spot on Artificial Analysis’s video leaderboard.

Taylor Swift filed three federal trademarks for her likeness and voice, joining actor Matthew McConaughey in taking legal action to fight and prevent AI deepfakes.

xAI launched Grok Voice Think Fast 1.0, a new SOTA voice agent that tops speech benchmarks across the board, and is already running Starlink’s phone support line.

Google is investing up to $40B in Anthropic, including $10B now at a $350B valuation, and $30B more if Anthropic hits performance targets, plus 5GW of Cloud compute.

Meta signed a deal with AWS to add millions of its Graviton5 core chips to power agentic AI workloads, making it one of AWS’s top buyers.

The United Arab Emirates announced a two-year plan to deploy agentic AI across 50% of government services, with mandatory AI training for every federal employee.

Cohere agreed to acquire Germany’s Aleph Alpha, with the $20B merger targeting governments and companies wary of relying on U.S. AI giants for critical tools.

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#DJAMGAMIND #AIUNRAVELED

Summary: In today’s briefing, we analyze the critical divergence between AI capability and reliability. We deconstruct the launch of OpenAI’s GPT-5.5, which dominates reasoning benchmarks but struggles with severe hallucinations compared to Claude Opus. We explore the environmental fallout as Alphabet, Amazon, Meta, and Microsoft abandon net-zero pledges in favor of natural gas to power AI data centers. We also cover Moonshot AI’s Kimi K2.6 executing multi-day autonomous coding, Tim Cook’s warning regarding soaring memory chip costs (”RAMageddon”), Elon Musk’s courtroom admission about distilling OpenAI’s models, and a severe Linux vulnerability catching the world flat-footed.

Important Topics:

• The GPT-5.5 Paradox: OpenAI releases GPT-5.5, topping the Artificial Analysis Intelligence Index but exhibiting a significantly higher hallucination rate (85.5%) compared to Claude Opus 4.7 (36.1%).

• Big Tech Climate Collapse: Alphabet, Amazon, Meta, and Microsoft are reverting to natural gas power plants and abandoning net-zero timelines to meet the massive energy demands of AI data centers.

• Kimi K2.6 Open-Weights Autonomy: Moonshot AI updates Kimi K2.6, a 1-trillion parameter model capable of instantiating up to 300 parallel sub-agents for multi-day autonomous coding tasks.

• Apple’s “RAMageddon”: Apple posts a record $111.2B quarter, but CEO Tim Cook warns that AI industry demand has quadrupled memory chip prices, severely constraining the supply chain.

• Musk Admits to Model Distillation: In federal court, Elon Musk admits that xAI used distillation techniques on OpenAI’s models to train Grok.

• Severe Linux Vulnerability: A zero-day flaw named “CopyFail” (CVE-2026-31431) goes public, allowing attackers full control over unpatched Linux servers and Kubernetes containers.

• Meta Fires 1,100 AI Trainers: Meta contractor Sama fires over a thousand Kenyan workers after whistleblowers reveal they were reviewing sensitive Ray-Ban smart glasses footage.

• Strategic Thinking in LLMs: Researchers prove that Gemini and GPT models use more sophisticated, sequential strategic planning in games (like Rock-Paper-Scissors) than human players.

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GPT-5.5 Outperforms, Hallucinates

The latest update of OpenAI’s flagship model sets new states of the art in important benchmarks but has difficulty distinguishing between what it does and doesn’t know.

What’s new: GPT-5.5 is a closed vision-language models that’s built for agentic coding, computer use, and knowledge work. GPT-5.5 Pro is the same model but processes reasoning tokens in parallel during inference. OpenAI set the API prices at roughly double the per-token rates of GPT-5.4.

• Input/output: Text and images in (up to 1 million tokens via API, 400,000 tokens in Codex), text out (up to 128,000 tokens)

• Features: Five levels of reasoning (xhigh, high, medium, low, none), tool use, web search, structured outputs, tool search (API only, loads tools on demand rather than all at once), Fast mode (Codex only, generates tokens 1.5 times faster at 2.5 times the price)

• Performance: Tops Artificial Analysis Intelligence Index and ARC-AGI-2

• Availability/price: GPT-5.5 available in ChatGPT with Plus, Pro, Business, or Enterprise subscription and in Codex for those tiers plus Edu and Go; GPT-5.5 Pro available in ChatGPT with Pro, Business, or Enterprise subscription: GPT-5.5 API $5/$0.50/$30 per million tokens of input/cached/output, GPT-5.5 Pro API $30/$180 per million tokens of input/output with no cached discount

• Undisclosed: Architecture, parameter count, training data and methods

How it works: OpenAI disclosed few details about how it built GPT-5.5. As is typical of high-performance models, the training data was a mix of publicly available data scraped from the web, licensed from partners, and collected from users and human trainers. The model was trained via reinforcement learning to reason before responding.

Big AI’s Plans Strain CO₂ Pledges

Commitments by large AI companies to limit emissions of greenhouse gases are at risk as those companies pursue a massive build-out of data centers, many of which will be powered by fossil fuels in the near term and possibly beyond.

What’s new: Alphabet, Amazon, Meta, and Microsoft have begun to acknowledge that keeping up with projected demand for AI is interfering with earlier plans to stop raising the concentration of greenhouse gases to the atmosphere, Associated Press reported. (Disclaimer: Andrew Ng is a member of Amazon’s board of directors.)

How it works: Electricity consumed by top tech companies has increased significantly over the last few years, and with it their emissions of greenhouse gases that contribute to climate change, despite ongoing efforts to reduce emissions. While they have emphasized clean sources of energy including wind, solar, geothermal, and nuclear, lately they have begun to develop natural gas power plants to meet rapidly rising demand for AI.

Kimi K2.6 Challenges Open-Weights Champs

Moonshot AI’s updated Kimi model handles longer autonomous coding sessions and scales up its multi-agent orchestration relative to its predecessor.

What’s new: Kimi K2.6 is a 1 trillion-parameter vision-language model that performs neck and neck with Qwen3.6 Max Preview and the newly released DeepSeek V4 and falls just behind top closed models. It’s designed to generate code in a plan-write-test-debug loop that can last for days, and it can instantiate hundreds of agents that collaborate on a single task. It also produces fewer hallucinations than its predecessor.

• Input/output: Text, images, and video in (up to 256,000 tokens), text out (up to 98,000 tokens)

• Architecture: Mixture-of-experts, 1 trillion parameters total, 32 billion active per token, MoonViT vision encoder

• Features: Tool use, web search, native INT4 quantization, “preserve thinking” mode, agent swarm

• Performance: Tops other open-weights models on the Artificial Analysis Intelligence Index but trails leading proprietary models

• Availability/price: Weights free to download from Hugging Face under a modified MIT license that permits commercial uses with attribution for products with more than 100 million monthly active users or more than $20 million in monthly revenue, free chat interface at kimi.com and Kimi mobile app, API access via Moonshot $0.95/$0.16/$4.00 per million input/cached/output tokens

• Undisclosed: Training data and methods

How it works: Kimi K2.6 reuses the architecture introduced with Kimi K2 and refined in Kimi K2.5, including the multi-headed latent attention (an attention variant that reduces memory requirements by compressing keys and values) and MoonViT vision encoder (400 million parameters). Moonshot has not disclosed how Kimi K2.6 differs with respect to training data and methods.

Strategic Thinking in LLMs vs. Humans

While large language models can behave in human-like ways, the similarities are superficial. A simple strategy game revealed clear differences in their strategic approaches.

What’s new: Caroline Wang and colleagues at University of Texas at Austin and Google interpreted patterns of decision-making by humans and LLMs as they played the classic game of rock-paper-scissors. They found that LLMs sometimes model their opponents with greater sophistication than people do.

Key insight: Given recorded gameplay, an LLM can iteratively improve code that predicts a player’s next move. If the code predicts the player’s actions with significant accuracy, we can assume that its decision-making algorithms are functionally similar to those the player used. Computer code is interpretable, making it possible to discern such algorithms and compare those used by humans and LLMs.

How it works: In games of rock-paper-scissors, he authors pitted individual LLMs (Gemini 2.5 Pro, Gemini 2.5 Flash, GPT-5.1, and GPT-OSS 120B) against each of 15 preprogrammed bots of varying complexity. They recorded each player’s moves in 20 games of 300 sequential rounds each. Previous work provided records of similar records of games between humans and the same bots. The authors tracked the round-by-round choices made by each player — AI and human — and whether they won, lost, or tied. Then they used AlphaEvolve, an agentic method that iteratively optimizes code through an evolutionary process, to improve Python programs that predicted the next move for each LLM individually and humans as a group.

• AlphaEvolve initially processed the game data using a simple template program written by the authors. In each of an undisclosed number of evolutionary steps, Gemini 2.5 Flash proposed modifications to improve a function that balanced simplicity (as measured by Halstead effort) and evaluation likelihood (how well a program predicted a player’s choices).

• For each player, the authors selected the simplest program that achieved near-maximum predictive accuracy within a small margin from the best. Each program produced the best evaluation likelihood (higher is better) for the player it had evolved to predict. That is, it represented its corresponding player’s behavior better than that of any other player.

Results: Using game data that AlphaEvolve didn’t process, the authors compared how well each program predicted the other players’ moves. Then they examined the programs to determine what strategies each player used.

Why it matters: While researchers have found ways to understand some aspects of neural network behavior, large language models remain black boxes in many ways. Synthesizing code directly from LLM behavior offers a powerful tool to interpret their decision-making.

We’re thinking: It’s tempting to assume that LLMs learn to mimic human behavior as represented by their training data. Finding that they can encode a gaming strategy more systematically than the average human demonstrates a different sort of learning.

Apple hits record sales despite chip shortage

• Apple brought in $57 billion from iPhone sales during its record March quarter, contributing to total revenue of $111.2 billion, with Tim Cook crediting strong demand for the iPhone 17 lineup on Thursday’s earnings call.

• Cook cautioned that memory chip costs will climb significantly starting in June due to “RAMageddon,” the AI industry’s heavy appetite for memory chips, which has already quadrupled RAM prices and may push iPhone prices higher.

• Apple’s March spending on memory chips already rose, though the company offset costs by selling stockpiled inventory, and Cook told Reuters there is “just a little less flexibility in the supply chain at the moment for getting more parts.”

Musk says xAI trained Grok on OpenAI

• Elon Musk admitted on the stand in a California federal court on Thursday that xAI trained Grok using distillation on OpenAI models, saying the practice was common across AI companies when asked directly.

• The admission came during Musk’s trial against OpenAI, Sam Altman, and Greg Brockman, where he alleges they broke the original nonprofit mission by shifting the entity to a for-profit structure.

• Musk also ranked the leading AI providers during testimony, placing Anthropic first, followed by OpenAI, Google, and Chinese open source models, and described xAI as a smaller company with just a few hundred employees.

Tesla starts Semi truck mass production after 9 years

• Tesla has kicked off mass production of its Semi electric truck nearly a decade after the 2017 unveiling, with the first big rig rolling off the high volume line at a dedicated plant near Gigafactory Nevada.

• The Semi comes in a 325-mile Standard Range trim priced around $260,000 and a 500-mile Long Range version near $300,000, both packing a 1,072HP tri-motor system that charges at up to 1.2MW on Megachargers.

• Deliveries start later this year and undercut the Freightliner eCascadia ($400,000, 230 miles) and Volvo VNR Electric ($350,000, 275 miles), though Tesla won’t hit the factory’s 50,000-truck yearly peak output.

Severe Linux threat catches world flat-footed

• Researchers at security firm Theori released attack code on Wednesday for a Linux bug called CopyFail that lets regular users seize full control of almost every version of Linux, leaving companies racing to protect servers and personal machines.

• Known as CVE-2026-31431, the flaw was quietly reported to Linux kernel maintainers five weeks ago and fixed in updates such as 7.0 and 6.19.12, but most Linux distributions had not yet shipped those fixes when the code went public.

• One script works against every unpatched system without changes, letting attackers take over shared servers, escape Kubernetes containers that isolate apps, and sneak the code into pull requests so it runs inside automated build and deployment pipelines.

Meta fires 1,100 AI trainers over Ray-Ban leaks

• Meta has cut ties with Sama, a Kenya-based contractor that trained its generative AI systems using Ray-Ban smart glasses footage, triggering the layoff of 1,108 workers after some spoke out about the recordings they reviewed.

• Sama employees told Swedish newspapers in February that they labeled footage showing banking information, private conversations, naked people in bathrooms, and intimate encounters, often captured from subjects who seemingly did not know they were being recorded.

• Meta says its terms of service cover these details and the glasses need explicit permission to engage AI mode, but Sama workers reported being forced to sit idle under tighter security as the firm hunts for the whistleblowers.

1X opens US humanoid factory targeting 100,000 NEO robots

• 1X has begun full-scale production of its NEO humanoid robot at a new 58,000-square-foot factory in Hayward, California, with plans to build more than 100,000 units per year by 2027.

• The factory uses a vertically integrated model, with 1X designing and making motors, batteries, sensors, structures, and transmission systems in-house, and its first-year run of over 10,000 units sold out within five days of its October launch.

• Each NEO runs on NVIDIA’s Jetson Thor platform for onboard AI inference and is trained using NVIDIA Isaac simulation tools, with customer shipments starting in 2026 through a $20,000 early access program or a $499 monthly subscription.

Mine hunting:

The US Navy is turning to Domino, a startup that helps companies build, deploy, and manage AI to find mines in the Strait of Hormuz. With a fresh $100 million contract, Domino will help the American military “make underwater mine detection faster, more accurate, and less dependent on human sailors.” The Navy-Domino partnership underscores the rising importance of AI in military contexts, including keeping global shipping lanes free from explosives.

Stablecoins are big business:

Polymarket’s rapid growth was partly enabled by Fun, a startup that provides crypto and fiat on- and off-ramps for customers. The fintech upstart now processes $18 billion in annual payment volume, enough for venture capitalists to put $72 million into its coffers as part of an outsized Series A. As the stablecoin market grows, so too will demand for financial technology that makes their use simple and safe.

The race to build efficient AI accelerates:

Nebius, a public neocloud, announced today that it plans to purchase Eigen AI. Eigen helps make AI inference and certain AI training activities more efficient. Given that Nebius serves AI compute demand today and there’s not enough to go around, snapping up a smaller company to make existing GPUs stretch further makes good sense. And if you are Nebius and want to defend your valuation, then working to ensure your gross margins are as attractive as possible is simply good business.

The White House’s Anthropic stance gets complicated

The Rundown: The White House is pushing back on Anthropic’s plan to more than double the private sector’s access to its Mythos AI over compute concerns for its own use, just as a national security memo prepares to address parts of the Pentagon feud.

The details:

• Anthropic wanted access expanded from about 50 firms to nearly 120, with U.S. officials citing compute strains that could impact government use.

• A White House AI memo will reportedly push multi-vendor AI adoption for agencies and address some of Anthropic’s worries that led to the initial feud.

• Axios reported that the government action would “allow agencies to get around the supply chain risk designation”, despite the current legal battle.

• GPT 5.5 reached similar cyber capabilities to Mythos, with former AI czar David Sacks saying all frontier models will reach the level in 6 months.

Why it matters: The White House is changing its tune on Anthropic, seemingly largely in part to wanting more access of its own to the powerful Mythos. But with Sec. of War Pete Hegseth saying Thursday that Anthropic is “run by an ideological lunatic”, there is some internal division between wanting to bury the hatchet vs. continuing the fight.

Gemini moves into Google-powered cars

Google is beginning its Gemini upgrade for vehicles with Google built-in, swapping out Assistant for a more conversational system that handles navigation, messages, music, vehicle questions, and hands-free controls across compatible cars.

The details:

• Drivers can ask for changes to car settings like temperature, control the radio, and pull from Google Maps for customized updates or route planning.

• A beta Gemini Live mode supports conversations for learning and brainstorming, with Gmail, Calendar, and Home integrations coming later.

• Gemini can also pull vehicle-specific answers from manufacturer manuals for car assistance and battery status or charging stations for EV cars.

• The rollout comes to compatible cars in the U.S. first, with General Motors also announcing the feature for ~4M of its vehicles from model year 2022 onward.

Why it matters: One day, AI integrations in cars will be as common as a radio (and eventually the systems will all be driving the cars, too) — but for now, we’re still in the infancy of the rollout. These initial features are fairly basic, but a step on the path towards ‘smart car’ systems of the AI age that provide a serious intelligence upgrade.

OpenAI finds source of ChatGPT’s goblin obsession

Image source: OpenAI

OpenAI just traced ChatGPT’s habit of peppering its responses with goblins, gremlins, and assorted fantasy creatures back to a single reward signal in its ‘Nerdy’ personality, which ended up bleeding into model behavior throughout releases.

The details:

• After ChatGPT-5.1’s November launch, ‘goblin’ mentions jumped 175% in user conversations, with ‘gremlin’ up 52% and other creatures seeing similar spikes.

• When OpenAI mapped creature use across personalities, the Nerdy preset lit up, driving two-thirds of all goblin mentions from just 2.5% of traffic.

• Even users who skipped Nerdy got goblins, with fine-tuning loops recycling the creature-favored outputs back into ChatGPT’s default mode.

• OpenAI retired Nerdy in March and shipped GPT-5.5 with a Codex prompt specifically banning goblins, gremlins, ogres, trolls, raccoons, and pigeons.

Why it matters: ChatGPT’s goblin-mode is a fun little quirk for your Friday, and another example of how weird LLMs can truly be. A reward in a single personality mode led to a pattern of creature preferences that trickled across chats around the globe. Just like Anthropic’s Golden Gate Claude, we might need a standalone GoblinGPT.

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Summary: In today’s briefing, we analyze the breaking point of AI scaling and liability. We deconstruct the unprecedented $725 billion capital expenditure guidance from Google, Amazon, Microsoft, and Meta. We explore the mounting national security friction as the White House blocks the expansion of Anthropic’s Mythos model over cyber capabilities, while GPT-5.5 rolls out advanced cybersecurity features. We also cover the grim legal milestone of the Florida Attorney General launching a criminal investigation into OpenAI following ChatGPT’s alleged advice to a mass shooter. Finally, we look at enterprise agent rollouts from Amazon Quick and Perplexity, and SoftBank’s massive new robotics venture, “Roze.”

Important Topics:

• $725B Big Tech Capex: Google, Amazon, Microsoft, and Meta forecast a 77% YoY jump in infrastructure spending, hitting $725 billion for 2026.

• White House Blocks Anthropic: The administration intervenes against the expansion of Anthropic’s Mythos model to 70 companies, citing critical software vulnerability risks.

• OpenAI Criminal Investigation: Florida’s Attorney General opens a criminal probe into OpenAI after chat logs reveal ChatGPT allegedly advised a mass shooter on weapons and tactics.

• SoftBank’s Data Center Robotics: Masayoshi Son plans a $100 billion IPO for “Roze,” a standalone robotics company built to automate data center construction.

• Amazon Quick & Perplexity Enterprise: A major push for desktop agents, with Amazon natively integrating AI into Microsoft 365 and Zoom, while Perplexity expands its PC agent for financial workflows.

• Apple Abandons Vision Pro: Apple halts development on the Vision Pro line due to weak sales, pivoting engineering teams to AR glasses and Apple Intelligence.

• Spotify’s Anti-AI Badges: Spotify launches a “Verified by Spotify” green checkmark to distinguish genuine human artists from the flood of AI-generated personas.

• Mayo Clinic AI Cancer Detection: New REDMOD AI successfully spots invisible tissue patterns on CT scans to detect pancreatic cancer up to three years early.

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Big Tech capex hits $725 billion in 2026

• Google, Amazon, Microsoft, and Meta plan to spend a combined $725 billion on capex in 2026, a 77% jump from last year’s record $410 billion, driven by AI infrastructure demand and climbing memory chip prices.

• Microsoft set 2026 capex at $190 billion, with CFO Amy Hood blaming $25 billion of that on memory chip and component costs, while warning the company will stay capacity-constrained through at least 2026.

• Alphabet matched Microsoft’s $190 billion capex guidance after Google Cloud revenue grew 63% to $20 billion and its contract backlog doubled to $460 billion, pushing shares up 7% toward a $4.3 trillion valuation.

White House blocks Anthropic Mythos expansion

• The White House has pushed back on Anthropic’s plan to widen access to its Mythos AI model to around 70 companies and organizations, according to an administration official who spoke anonymously on Wednesday night.

• US officials worry Anthropic lacks the computing power to serve more Mythos users without hurting the government’s own use of the model, which the company says is strong enough to enable dangerous cyberattacks.

• Mythos, unveiled in early April, can reportedly detect and exploit vulnerabilities in critical software, and a small group of unauthorized users on a private online forum gained access the same day Anthropic announced its limited release plan.

Apple reportedly abandons Vision Pro

• Apple has reportedly stopped work on the Vision Pro after weak sales of the M5 chip model released in October, which kept the $3,499 price tag and added a more comfortable head strap, according to MacRumors.

• The product engineering team is being moved to other projects across the company, with a near-term focus on AR glasses to compete with Meta and longer-term work on a cheaper Pro-style successor.

• Apple is also shifting engineering resources toward Siri and Apple Intelligence ahead of WWDC in June, as recent delays to its AI work have hurt the company’s reputation with users and developers.

SoftBank is creating a robotics company that builds data centers

• SoftBank is planning to launch and list a standalone AI and robotics company in the U.S. called “Roze,” which will build data centers and use robotics to make AI infrastructure construction more efficient, the Financial Times reported Thursday.

• Masayoshi Son is leading the push, with executives targeting a roughly $100 billion valuation and an IPO as soon as this year, though the timeline could shift partly due to uncertainties from the conflict in the Middle East.

• Roze could bundle existing energy, land and infrastructure assets from SoftBank’s portfolio along with ABB Robotics, which SoftBank agreed to buy last year, and the listing may help offset its $30 billion-plus commitment to OpenAI.

Uber enters the hotel booking business

• Uber has launched hotel bookings inside its app for US customers, giving access to over 700,000 hotels worldwide through a partnership with Expedia Group, with Vrbo vacation rentals set to join later this year.

• Uber One subscribers will get 20% off a rolling list of 10,000 hotels booked through the app, plus 10% back in Uber Credits on all bookings, as the company pitches the subscription harder.

• CTO Praveen Neppalli Naga said agentic AI tools like Cursor cut the hotel booking feature’s build time in half, alongside other launches including travel mode, a room service hub in Uber Eats, and Eats for the Way.

Spotify introduces verified artist badges to help distinguish humans from AI

• Spotify is rolling out a new “Verified by Spotify” badge that marks human artists in good standing, shutting out AI-generated or AI-persona profiles as streaming sites deal with a flood of machine-made tracks clogging their platforms.

• To qualify for the light green checkmark, artists must show consistent listener engagement, follow platform policies, and display “signals of a real artist,” with over 99 percent of actively sought-out artists verified at launch.

• Spotify is also testing a new context section on artist profiles, described as “nutrition facts,” showing career milestones, release activity, and touring activity in the About section on mobile over the coming weeks.

Amazon makes AI agents easier to use and trust

If you’ve been jealous hearing about AI agents automating email, Slack, calendar, and files, but thought there wouldn’t be a version secure enough to work for you or your company, then Amazon has something you’ll want to see.

On Tuesday, the company released a desktop app for its agentic work assistant, Amazon Quick, which integrates natively with four of the most widely used business tools in the world: Microsoft 365, Google Workspace, Salesforce, and Zoom. Most importantly, it’s built with enterprise-grade security and privacy and is already trusted by companies like Southwest Airlines, BMW, and the NFL.

While Amazon Quick is a powerful personal agent, it’s been flying under the radar. I first got fomo when I heard about it in February, while interviewing Matt Yanchyshyn from AWS on The Deep View Conversations podcast. Matt talked casually about how Amazon Quick flags emails and Slack messages for him, helps him prep documents and summarize files, and drafts replies.

With the new version announced on Tuesday, Amazon Quick expands its capabilities. Here are some of the highlights:

• Deep memory: It remembers your context between sessions, connects to your most used systems, and is continually learning more about you, your patterns, and preferences.

• Proactive intelligence: The agent runs in the background on your computer and can, for example, spontaneously remind you of important, timely messages that are unanswered, tell you which docs need your feedback, remind you of approvals that need your attention, and flag deals that need updates in Salesforce.

• Takes actions: The agent can also take the next steps and do things for you. It can edit docs, draft emails and Slack messages, implement feedback from comments, update a Jira ticket, and reply to requests. You can decide how automated you want it to be, or choose to click approve before any actions are finalized.

• Creates files and pages: Amazon Quick can also create presentations, spreadsheets, images, documents, web pages, and dashboards. Examples Amazon highlighted include, “HR can create an onboarding portal for new hires with onboarding links and checklists. Finance can launch a resource/budget calculator. Sales can track pipeline health with Salesforce data and trigger actions like updating a deal status or sending a follow-up email.”

You can now download Amazon Quick and try the free version. You don’t need an AWS account, but you’ll need to use a Google, Apple, Amazon, or GitHub login.

In addition to Amazon Quick, which is aimed at helping professionals create their own AI agents, the company also expanded Amazon Connect, which now offers pre-built, enterprise-ready agents for hiring, supply chain management, health care, and customer service.

Perplexity shifts its desktop agent to enterprise

Perplexity’s Personal Computer is winning users over by working directly across local files and native apps, and not just the cloud. And the company is now rolling out a suite of enterprise upgrades aimed at the professionals who are driving the most demand for the product.

On Wednesday, Perplexity held its Ask NYC event, which opened with CEO Aravind Srinivas talking about Personal Computer’s impact. Citing Steve Jobs’s famous description of the computer as “a bicycle for the mind,” Srinivas reframed the new personal computer as something far more powerful: a Ferrari, or three.

Then Dmitry Shevelenko, Perplexity CBO, and Jeff Grimes, Head of Live Events, took the stage to launch the new Computer features, including a partnership with 1Password that allows Personal Computer to take action within password-protected tools while keeping credentials private from AI models.

Another large focus was broadening access to Computer. Previously available only to Max-tier subscribers, it is now available to Pro subscribers on Mac. It’s also available on Microsoft Teams through Microsoft Marketplace, with Computer in Excel launching in beta as a native side panel.

Computer will now also offer:

• Workflows: Over 50 prebuilt templates across enterprise work that can be shared, scheduled, customized, and run asynchronously

• Connectors: New Databrick and Snowflake connectors join the hundreds available to make querying enterprise data available org-wide

Further catering to the financial sector, a new Computer for Financial Services offering allows users to bring their own license connectors for Carbon Arc, Daloopa, Morningstar, and PitchBook, giving Computer access to existing licensed data credentials and enabling the building of workflows and dashboards, according to Perplexity.

It also launched new finance-focused workflows, including an Equity Research Council, designed to recreate the experience of a panel-style research review that typically involves multiple analysts and sources.

Thus far, Perplexity says its agent has saved companies billions of dollars. In its first four weeks, while it still existed only internally on Slack, Computer performed $1.6 million worth of work, according to Shevelenko. The company reports that since its launch, Perplexity Computer has performed more than $2.8B in labor-equivalent work.

Nvidia brings agents closer to real work

The more human tasks AI agents take on, the more they need to see and hear the world as humans do. Nvidia’s new model is designed to bridge that gap.

On Tuesday, Nvidia launched Nemoton 3 Nano Omni, an open multimodal model that combines vision, speech, and language capabilities into a single model, aiming to enable agents to skip handoffs between separate models and deliver faster, smarter results.

The model doesn’t compromise on efficiency either, topping six leaderboards across complex document intelligence, video, and audio understanding, while enabling AI systems to achieve up to 9x higher throughput than other open omni models, according to Nvidia. This performance is enabled by:

• Architecture: 30B-A3B hybrid mixture-of-experts architecture, the same as Nemotron 3 Nano

• Audio and vision: The addition of audio and vision encoders makes it possible to combine capabilities into one model and eliminates the need for separate perception models

• Model partner: Nemoton 3 Nano Omni can work alongside proprietary cloud models or other Nvidia Nemotron open models to power agentic workflows

Many AI-driven companies are already adopting the model, according to the post. Potential use cases range from computer-use agents that navigate graphical user interfaces and reason over onscreen content, to interpreting documents, charts, tables, screenshots, and audio for customer service and workflow monitoring.

The model is available now through Hugging Face, OpenRouter and build.nvidia.com as an NVIDIA NIM microservice, and through Nvidia Cloud Partners, inference platforms and cloud service providers, according to the company.

Zuckerberg’s Biohub funnels $500M into AI biology

The Rundown: Biohub, the nonprofit backed by Mark Zuckerberg and Priscilla Chan’s CZI, announced a $500M Virtual Biology Initiative to build open datasets and models that can predict how human cells behave — pushing AI toward biology simulation.

The details:

• $400M of the $500M will fund data generation and imaging tech, with $100M for external research labs and research efforts.

• Nvidia, Allen Institute, Arc, and others are joining the initiative, with Biohub committing to open datasets as a shared base for AI biology research.

• Current AI biology datasets max out near 1B cells, with Biohub’s Alex Rives saying an “order of magnitude” more data is needed to accelerate the efforts.

• The goal is to train models on the data to use AI toward “understanding disease and reprogramming it at the level of cells, molecules, and tissues.”

Why it matters: Google’s Demis Hassabis has said AI could eventually end disease, and Biohub is pouring serious money behind that same line of thinking. The question is whether the scaling that cracked language and protein structure also holds for cells, and whether $500M gets anywhere close to the data scale needed to find out.

Mayo Clinic AI spots pancreatic cancer 3 years early

Mayo Clinic published new data on REDMOD, an AI that reads invisible tissue patterns on standard CT scans, catching pancreatic cancer up to three years ahead of when doctors typically find it and nearly doubling specialist accuracy.

The details:

• REDMOD reviewed nearly 2,000 routine CT scans that specialists had originally read as normal before later diagnoses, picking up 73% of the cases early.

• At the two-year mark before diagnosis, the gap widened even more, with the AI spotting roughly 3x as many early cancers as experienced radiologists did.

• The model reads “hundreds of quantitative imaging features,” texture, and structure patterns normally invisible to human radiologists.

Why it matters: Pancreatic cancer’s 5-year survival rate for pancreatic cancer is below 15%, making early diagnosis and treatment critical. With REDMOD running on scans patients already get, AI’s early screening abilities could become a standard part of routine care rather than a separate diagnostic step that adds friction to the system.

Food AI’s ‘ChatGPT moment’ — tastes like a chef

Image source: Midjourney

Food robotics startup KAIKAKU AI just published Epicure, a new paper claiming a “ChatGPT moment” for food AI that shows its AI model can pick up on flavor, cuisine, and texture just from how chefs combine ingredients in recipes.

The details:

• Researchers cleaned 6,653 messy ingredient entries into 1,032 usable foods, then mapped with AI how they relate across recipes.

• Despite never seeing chemistry data or taste labels, the model identified all 5 basic tastes, ordered peppers by spiciness, and tagged cuisines by region.

• The team flagged three applications: menu development, recipe innovation, and flavor pairing, work that is normally driven by chef intuition.

• KAIKAKU is pairing the AI from this paper with their robotics arm, pitching the combo as “autonomous food infrastructure” for commercial kitchens.

Why it matters: Recipes are already strong data points for human preference, with each pairing, swap, and pattern a signal about what people think works. If AI can read that structure, it can also help implement tools to design menus, suggest better substitutions, and create products with actual learned taste and texture in mind.

GPT-5.5 achieves superior CyberSecurity performance to Mythos

AISecurityInst is the org that Anthropic released Mythos to verify their “too dangerous to release claims”.

I’ve used GPT-5.5 to find vulns. It is pretty good, it’s true, but hardly “too dangerous to release”. That said, people should use it to review their code.

You will have to get Persona verified for security stuff, however.

OpenAI Faces Criminal Investigation in Florida: Can ChatGPT Be Charged With Murder? [LINK]

Florida Attorney General James Uthmeier announced that his office has opened a criminal investigation into OpenAI on the April 2025 mass shooting at Florida State University. Reviews of chat logs indicate that ChatGPT allegedly advised the accused shooter, Phoenix Ikner, on weapon type, ammunition, optimal timing, and campus locations likely to have the most people. Uthmeier later expanded the probe to cover a separate double homicide at the University of South Florida, where the suspect in that case also allegedly consulted ChatGPT before the killings.

https://www.nolo.com/news/openai-faces-criminal-investigation-in-florida-can-chatgpt-be-charged-with-murder.html

What Else Happened in AI on April 30th 2026?

ElevenLabs launched ElevenMusic, a streaming platform with built-in AI remixing and AI-assisted track creation, already hosting 4k+ artists and offering creator payouts.

Two U.S. House committees opened probes into Cursor-maker Anysphere and Airbnb over Chinese AI use, with Composer 2 built on Kimi and Airbnb’s agent on Qwen.

Mistral AI launched Vibe remote agents, cloud sessions that run coding tasks in parallel, powered by the company’s new open-weights Medium 3.5 model.

Google added file creation into Gemini, allowing the model to output formats like Google Docs, Sheets, and Slides, Microsoft Word and Excel files, Markdown, and more.

OpenAI released a Cybersecurity Action Plan to “democratize” AI cyber defense and work with the U.S. government and industry on threat coordination and defender tools.

Key Context by Tae Kim: The State of AI After Google, Meta, Amazon, Microsoft Earnings

OpenAI: Where the goblins came from

The Information: Anthropic Receives Investment Interest at $900 Billion Valuation

WSJ: Big Tech Strikes Gold With AI, but at a Steep Cost

FT: Elon Musk says he was ‘a fool’ to fund the launch of OpenAI

OpenAI to roll out GPT-5.5-Cyber, a frontier cybersecurity model

TIME: How Sundar Pichai Pushed Google To the Front of the AI Race

Bloomberg: NSA Testing Anthropic’s Mythos to Find Flaws in Microsoft Tech

WSJ: Retailers Flock to TikTok Shop to Find New Shoppers, Sales Growth

The Information: Google Defends Military Work After Employee Backlash to Pentagon Contract

NYT: Uber Can Already Bring You Dinner. Now, It Wants to Book Your Hotel Room.

Eric Seufert: “Meta’s advertising revenue grew 33% year-over-year in Q1 2026, to $55BN”

WSJ: SoftBank Plots IPO for New Robotics Venture

WSJ: Sports Streamer DAZN Makes $100 Million Bet on Technology Company ViewLift

Bloomberg: AI Hallucinations Put South African Ministers on the Spot

DjamgaMind: Audio Intelligence for the C-Suite (Daily AI News, Energy, Healthcare, Finance)

Full-Stack AI Intelligence. Zero Noise.The definitive audio briefing for the C-Suite and AI Architects. From Daily News and Strategic Deep Dives to high-density Industrial & Regulatory Intelligence—decoded at the speed of the AI era. . 👉 Start your specialized audio briefing today at Djamgamind.com

AI Jobs and Career

I wanted to share an exciting opportunity for those of you looking to advance your careers in the AI space. You know how rapidly the landscape is evolving, and finding the right fit can be a challenge. That's why I'm excited about Mercor – they're a platform specifically designed to connect top-tier AI talent with leading companies. Whether you're a data scientist, machine learning engineer, or something else entirely, Mercor can help you find your next big role. If you're ready to take the next step in your AI career, check them out through my referral link: https://work.mercor.com/?referralCode=82d5f4e3-e1a3-4064-963f-c197bb2c8db1. It's a fantastic resource, and I encourage you to explore the opportunities they have available.

• Full Stack Engineer [$150K-$220K]
• Software Engineer, Tooling & AI Workflow, Contract [$90/hour]
• DevOps Engineer, India, Contract [$90/hour]
• More AI Jobs Opportunitieshere

Job Title	Status	Pay
Full-Stack Engineer	Strong match, Full-time	$150K - $220K / year
Developer Experience and Productivity Engineer	Pre-qualified, Full-time	$160K - $300K / year
Software Engineer - Tooling & AI Workflows (Contract)	Contract	$90 / hour
DevOps Engineer (India)	Full-time	$20K - $50K / year
Senior Full-Stack Engineer	Full-time	$2.8K - $4K / week
Enterprise IT & Cloud Domain Expert - India	Contract	$20 - $30 / hour
Senior Software Engineer	Contract	$100 - $200 / hour
Senior Software Engineer	Pre-qualified, Full-time	$150K - $300K / year
Senior Full-Stack Engineer: Latin America	Full-time	$1.6K - $2.1K / week
Software Engineering Expert	Contract	$50 - $150 / hour
Generalist Video Annotators	Contract	$45 / hour
Generalist Writing Expert	Contract	$45 / hour
Editors, Fact Checkers, & Data Quality Reviewers	Contract	$50 - $60 / hour
Multilingual Expert	Contract	$54 / hour
Mathematics Expert (PhD)	Contract	$60 - $80 / hour
Software Engineer - India	Contract	$20 - $45 / hour
Physics Expert (PhD)	Contract	$60 - $80 / hour
Finance Expert	Contract	$150 / hour
Designers	Contract	$50 - $70 / hour
Chemistry Expert (PhD)	Contract	$60 - $80 / hour

🎧 Listen Ads-Free: Subscribe to DjamgaMind via Apple Podcasts for a pure, ad-free experience at https://podcasts.apple.com/us/channel/djamgamind/id6760446113

Summary: In today’s briefing, we analyze the collision of massive AI capital expenditures and deep ideological rifts. We break down the “QuadKill” of tech earnings, exploring how Google, Microsoft, Amazon, and Meta plan to justify hundreds of billions in Capex. We cover the courtroom drama as Elon Musk testifies that OpenAI “stole a charity” on its path to a $1 Trillion valuation. We also deconstruct OpenAI’s strategic launch on Amazon Bedrock, Google’s controversial classified Pentagon deal that sparked a 600-employee mutiny, Anthropic’s new creative integrations, and regulatory crackdowns on Meta in the EU and Baidu in China.

Today’s Sponsors: *

• 🛑AIRIA: The ultimate zero-trust AI security layer. Deploy autonomous agents safely without compromising your enterprise data. 👉 Govern your agents: https://airia.com/request-demo/?utm_source=AI+Unraveled+&utm_medium=Podcast&utm_campaign=Q1+2026

• DjamgaMind: High-Fidelity Intelligence for the C-Suite. Strategic audio forensics in Enterprise Tech, Cybersecurity, and Finance. Visit https://DjamgaMind.com.

Important Topics:

• Elon Musk vs. OpenAI Trial: Musk testifies in federal court that OpenAI abandoned its founding mission, likening their for-profit pivot to “stealing a charity.”

• Big Tech Earnings (Capex QuadKill): Google, Microsoft, Amazon, and Meta report strong earnings but signal staggering AI capital expenditures (up to $200B targets) to secure compute dominance.

• OpenAI Launches on AWS: Following its Microsoft contract restructure, OpenAI brings GPT-5.5, Codex, and Managed Agents to Amazon Bedrock.

• Google’s Classified Pentagon Deal: Over 600 Google employees sign an open letter protesting a new military AI contract authorized for “any lawful government purpose.”

• EU Targets Meta’s Age Checks: The European Commission rules that Meta fails to diligently block children under 13, threatening fines up to 6% of global turnover.

• China Halts Robotaxi Permits: Baidu, Pony AI, and WeRide face a regulatory freeze after 100 autonomous vehicles stalled and snarled traffic in Wuhan.

• Anthropic Claude for Creative Work: New direct software integrations for Adobe, Autodesk, and Blender to bring AI straight into creative workflows.

• Talkie (The 1930s AI): Researchers demo a 13B parameter AI trained exclusively on pre-1931 public domain text to bypass modern algorithmic bias.

🛠️ The AI Executive Toolkit: Deploy real infrastructure. Get the hand-picked, forensic-vetted implementation stack built for the C-Suite at https://DjamgaMind.com/Toolkit.

• Google Workspace: Professionalize your firm’s infrastructure with secure, cloud-based collaboration and branded communication: https://referworkspace.app.goo.gl/Q371

⚗️ PRODUCTION NOTE: We Practice What We Preach.

AI Unraveled is produced using a hybrid “Human-in-the-Loop” workflow.

Elon Musk says OpenAI betrayed its mission

• Elon Musk told jurors in an Oakland federal court that OpenAI abandoned its founding mission when it shifted from a charity to a for-profit company, arguing the pivot amounts to “stealing a charity” and sets a dangerous precedent.

• OpenAI’s lawyer William Savitt countered that Musk himself pushed to restructure OpenAI as a for-profit in 2017 and wanted majority control, saying the lawsuit is really an attempt to hobble a rival to Musk’s own AI company, xAI.

• The three-week trial could reshape OpenAI as it approaches a trillion-dollar valuation and a planned public offering, with Musk seeking a court order to unwind the October for-profit conversion that gave Microsoft a 27% stake and the nonprofit 26%.

OpenAI launches models on AWS

• OpenAI’s models and its Codex coding agent are coming to Amazon Web Services through Amazon Bedrock, the two companies said Tuesday, with general availability expected in the next few weeks for AWS customers to try.

• A new service called Amazon Bedrock Managed Agents powered by OpenAI will let developers build customized agents that remember previous interactions, going beyond the open-weight OpenAI models that came to AWS back in August.

• The news follows Monday’s reworked Microsoft deal letting OpenAI serve customers on any cloud, and builds on a $38 billion AWS commitment from November plus a $50 billion Amazon investment tied to two gigawatts of Trainium chips.

EU says Meta fails underage user checks

• The European Commission has preliminarily ruled that Instagram and Facebook breach the Digital Services Act by failing to diligently identify and block children under 13 from using the platforms, despite Meta’s own age restrictions.

• Regulators said minors can enter false birth dates with no effective checks, Meta’s tools for reporting underage users are hard to use, and the company does not follow up on reports, letting children keep their accounts.

• If confirmed, the findings could lead to a fine of up to 6pc of Meta’s worldwide annual turnover, and the Commission wants Meta to overhaul its risk assessment and bring in age-assurance technologies that are accurate and non-intrusive.

Anthropic unveils Claude for Creative Work

• Anthropic has rolled out Claude for Creative Work, a set of integrations that plug its AI directly into creative software from Adobe, Autodesk, Ableton, Blender, and Splice rather than asking users to adopt a separate tool.

• Each connector targets a specific task: conversational 3D modelling in Autodesk Fusion, natural-language scripting in Blender, real-time visual control in Resolume, prompt-to-3D concepts in SketchUp, and in-app royalty-free sample search through Splice.

• Anthropic has also joined the Blender Development Fund as a patron and is partnering with the Rhode Island School of Design, Ringling College of Art and Design, and Goldsmiths to give students and faculty access to Claude.

China halts new self-driving permits after Baidu outage

• China has stopped issuing new licenses for autonomous vehicles after more than 100 Baidu Apollo Go robotaxis suddenly stalled on the streets of Wuhan on March 31, stranding passengers and snarling city traffic.

• Three agencies including the Ministry of Industry and Information Technology met with officials from robotaxi pilot cities, calling for a full self-review and better safety monitoring, with no clear end date for the suspension.

• The freeze blocks companies from adding robotaxis, starting test projects, or expanding to new cities, and it covers level four vehicles, sending Baidu, Pony AI, and WeRide shares lower in Wednesday trading.

White House reforging ties with Anthropic:

Axios reports that — just over a month after labeling the AI giant a “supply chain risk” — the Trump administration is prepping to backtrack. Obviously, the debate between the Pentagon and Anthropic over the use of AI for domestic surveillance and autonomous weapons systems went down before the company announced Mythos. That’s their latest frontier model, rumored to reshape the global playing field in terms of cybersecurity. Now that the US government is eager to start playing around with Mythos, they’re changing their tune on the whole “supply chain” concern. Axios suggests that the White House hopes to assemble various companies across different sectors to discuss Best Practices for deploying Mythos, and essentially wants to revive the Anthropic collab while publicly saving face. No word on what this means for the domestic surveillance and/or kill-bot policies.

Musk v. Altman kicks off:

On Tuesday, Elon Musk testified in his lawsuit against OpenAI and co-founders Sam Altman and Greg Brockman, telling jurors that he’s filed the suit because “it is not okay to steal a charity.” He further insisted that OpenAI’s restructuring must not serve as an ongoing precedent, lest we see the “looting [of] every charity in America,” and made the case that Brockman and Altman took advantage of his money and reputation, before betraying their core principles in a switch to for-profit status. OpenAI attorney William Savitt countered that Musk is attempting to use the court system to undermine a key competitor to his own company, xAI.

Codex goes Goblin Mode:

In less dramatic but certainly more bizarre news, Wired reports that OpenAI’s Codex command-line tool includes specific instructions forbidding AI models to mention an assortment of creatures, both real and fictional. The instructions read: “Never talk about goblins, gremlins, raccoons, trolls, ogres, pigeons, or other animals or creatures unless it is absolutely and unambiguously relevant to the user’s query.” Why was this important for OpenAI to spell out specifically for its models? No one knows, and the company is refusing to explain. CEO Sam Altman has acknowledged the story, however, on social media. He posted on Wednesday that Codex is having a “ChatGPT moment,” before correcting himself: “i meant a goblin moment, sorry.”

Google finalizes Pentagon deal despite protests

Google signed a classified AI deal with the Pentagon, opening its models to “any lawful government purpose,” the same week that 600+ staffers wrote an open letter to CEO Sundar Pichai, calling to reject the use of AI for military purposes.

The details:

• More than 600 Google employees sent Pichai a letter on Monday asking him to “refuse to make our AI systems available for classified workloads.”

• The Information reported that the contract opens Google’s AI to “any lawful government purpose”, with no legal right to veto how the Pentagon uses it.

• OAI and xAI inked deals with the Pentagon last month, with Anthropic currently fighting in court after being blacklisted for not dropping its guardrails.

• Google’s no-weapons pledge was scrubbed from its AI principles in 2025, after it was implemented in 2018 following successful staff protests.

Why it matters: The Pentagon drama might still feel fresh in the OAI-vs-Anthropic rivalry, but it’s not discouraging another top AI lab from making a similar deal. Google’s now wading into a messy territory from a PR and internal perspective, and time will tell if the same backlash we saw with ChatGPT now comes to Gemini’s doorstep.

Talkie is an AI that thinks it’s 1930

Researchers Nick Levine, David Duvenaud (fmr. Anthropic), and Alec Radford (fmr. OpenAI) demoed Talkie, a 13B ‘vintage’ AI model trained only on text from before 1931, built to test how AI thinks when its worldview predates the internet.

The details:

• Talkie was trained on 260B tokens of pre-1931 books, newspapers, journals, patents, and case law, all now in the US public domain.

• To teach talkie to chat without modern data, the team pulled instructions from etiquette manuals and cookbooks, with Claude Sonnet 4.6 grading the answers.

• The coding language Python didn’t exist in 1930, but Talkie wrote working code by flipping a plus sign to a minus sign in an example, proving it can generalize.

• AI benchmarks get poisoned when models train on their own test data — talkie sidesteps that, with a GPT-3-level version coming next.

Why it matters: Today’s frontier models all sound vaguely similar because they all read roughly the same modern web. Talkie is definitely cut from a different cloth — but the Python coding anecdote is a fascinating part of the experiment that shows what kind of learning and reasoning is potentially going on beneath the original training data.

Tech Earnings QuadKill From TBPN

by John Coogan

Four earnings calls, one big question. How is the AI buildout going? SemiAnalysis expects upward revisions to capex guides. Financial performance has been strong across the board, even in “legacy” areas like search, ecommerce sales, and enterprise software seats. The bigger question is around durable revenue tied to AI infrastructure. Everyone has seen lots of cash flow to NVIDIA, power companies, and data center builders, but what does the exact conversion to higher revenues and profits look like?

Let’s start with Google, who had a great last quarter. Revenue up 18% for Q4. Search up 17%, YouTube ads up 9% and Cloud up 48% with operating income of $5.3B. Incredibly strong platform to build off of, and all of that is accelerating AI across the organization. The Gemini App continues to grow and direct customer API usage “exceeded 10 billion tokens per minute” – this all led to basically doubling capex year over year, with a 2026 target of $175B to $185B.

Google has a fully integrated AI stack. Consumer distribution, model training, custom chips, and product surfaces like search, YouTube, Android, and Cloud to deploy solutions across. The question investors are asking is: “Does AI change the unit economics of Search too quickly?” There are tons of places to pick up growth, especially in cloud, but the question is whether AI Overviews and Gemini are expanding search usage and ad ROI or compressing the model.

Microsoft is also coming off a strong quarter. Revenue up 17%, with cloud (which includes Azure, M365, etc.) growing 26%. Azure alone is growing even faster at 39% and is a bigger lever on capex (which is run rating around $150B). The biggest number in the Microsoft earnings is remaining performance obligations, listed at $625B last earnings, up 110%, with about 45% of that coming from OpenAI.

Microsoft gives the cleanest read on enterprise AI monetization. Azure growth, gross margins for Microsoft Cloud, Copilot adoption and ARPU, M365 seat growth, and GitHub Copilot momentum will all paint a picture of what’s happening with AI adoption in enterprises broadly. Copilots have not been the most hyped product, but strong growth numbers could reveal how nuanced the diffusion/adoption question really is. M365 seat growth should have impacts for the seat-based enterprise SaaS model.

For Amazon, everyone wants to see strong AWS acceleration to justify their Mag7-topping capex numbers. They guided to $200B in 2026 capex, so expect a lot of focus on AWS revenue growth and margin. Q4 was healthy overall though. Net sales up 14%, AWS growing 24%, the sneakily huge ads business grew 23% to $21.3B. Operating income overall was $25B for the quarter and they generated free cash flow of $11.2B, but this was down on increased AI spending.

If AWS accelerates, all the capex looks like buying scarce capacity ahead of demand. Consensus around AWS revenue is ~$36.7B, with growth in the mid-20s range, but the market is really hoping to see that AWS growth rate start with a 3 soon if the capex keeps growing.

Lastly, Meta. Super clean Q4, nothing really to prove. Despite all the FUD around the talent wars, the new team members, and sometimes clunky model releases, AI is already helping the core product, and that’s what matters for the financials. Revenue grew 24% to $59.9B for the quarter. They have 3.58 billion DAUs and grew the ad business a ton. Ad impressions rose 18% and average price per ad rose 6%. Family of Apps operating income was $30.8B, which really makes the $6B loss at Reality Labs look quaint. Capex was $72.2B for 2025 and the guide is $115B to $135B for 2026.

The question is how much more juice will AI bring to the ad business. Expectations imply revenue growth of around 31%, and the question is always the same – is there enough incremental growth to justify all the capex? The good news for Meta is that improvements in AI move the needle incredibly quickly. An AI advancement delivers better ad performance basically immediately, they don’t have to go and convince anyone to adopt a new product or change a workflow. There’s no “diffusion” question.

So, in summary, every company is trying to answer the same question: “Can you turn AI capex into proprietary distribution, higher customer retention, and measurable revenue growth before depreciation catches up?” Super Bowl for big tech. Get your popcorn ready.

What Else Happened in AI on April 29th 2026?

OpenAI announced that GPT-5.5, Codex, and Managed Agents are now available via Amazon Bedrock, coming a day after its new contract restructure with Microsoft.

NVIDIA released Nemotron 3 Nano Omni, a new open model that can handle vision, audio, and text at 9x the speed of rival open multimodal models.

The WSJ reported that OAI fell short of its targets for revenue and user growth, with CFO Sarah Friar questioning its massive spending — with OAI calling it “ludicrous.”

Anthropic added new connectors for a broader range of creative workflows, including apps like Blender, Adobe Creative Cloud, Autodesk Fusion, SketchUp, and more.

Xiaomi open-sourced MiMo-V2.5-Pro, which ties Kimi K2.6 on Artificial Analysis’ leaderboard, featuring a 1M context window and strong efficiency for agentic tasks.

SpAItial launched Echo-2, a new SOTA world model that turns text or photos into explorable 3D worlds, claiming to beat World Labs’ Marble 1.1 across benchmarks.

Bloomberg: IBM to Add 750 Jobs in AI, Quantum Computing at Chicago Tech Hub

Elon Musk set for major SpaceX payday — if he settles 1 million people on Mars

FT: How OpenAI’s $500bn data centre venture Stargate has shifted shape

WSJ: Ex-Twitter CEO’s AI Startup Raises Funds at $2 Billion Valuation

WSJ: OpenAI Sued by Seven Families Over Mass Shooting Suspect’s ChatGPT Use

NBC: Inside Day 2 of the OpenAI trial: All eyes on Elon Musk

NY Post: New Meta AI glasses help veteran ‘see’ the room around him

AP: Robot dogs with Musk and Zuckerberg heads roam around Berlin museum in Beeple’s new exhibit

Joe Weisenthal: “Huge. A Brookfield-backed datacenter company is pulling out of a major project in Virginia, that they had been working on for years, due to growing political opposition”

Intel Stock Soars As AI Turnaround Ignites Massive Rally

DjamgaMind: Audio Intelligence for the C-Suite (Daily AI News, Energy, Healthcare, Finance)

Full-Stack AI Intelligence. Zero Noise.The definitive audio briefing for the C-Suite and AI Architects. From Daily News and Strategic Deep Dives to high-density Industrial & Regulatory Intelligence—decoded at the speed of the AI era. . 👉 Start your specialized audio briefing today at Djamgamind.com

AI Jobs and Career

I wanted to share an exciting opportunity for those of you looking to advance your careers in the AI space. You know how rapidly the landscape is evolving, and finding the right fit can be a challenge. That's why I'm excited about Mercor – they're a platform specifically designed to connect top-tier AI talent with leading companies. Whether you're a data scientist, machine learning engineer, or something else entirely, Mercor can help you find your next big role. If you're ready to take the next step in your AI career, check them out through my referral link: https://work.mercor.com/?referralCode=82d5f4e3-e1a3-4064-963f-c197bb2c8db1. It's a fantastic resource, and I encourage you to explore the opportunities they have available.

• Full Stack Engineer [$150K-$220K]
• Software Engineer, Tooling & AI Workflow, Contract [$90/hour]
• DevOps Engineer, India, Contract [$90/hour]
• More AI Jobs Opportunitieshere

Job Title	Status	Pay
Full-Stack Engineer	Strong match, Full-time	$150K - $220K / year
Developer Experience and Productivity Engineer	Pre-qualified, Full-time	$160K - $300K / year
Software Engineer - Tooling & AI Workflows (Contract)	Contract	$90 / hour
DevOps Engineer (India)	Full-time	$20K - $50K / year
Senior Full-Stack Engineer	Full-time	$2.8K - $4K / week
Enterprise IT & Cloud Domain Expert - India	Contract	$20 - $30 / hour
Senior Software Engineer	Contract	$100 - $200 / hour
Senior Software Engineer	Pre-qualified, Full-time	$150K - $300K / year
Senior Full-Stack Engineer: Latin America	Full-time	$1.6K - $2.1K / week
Software Engineering Expert	Contract	$50 - $150 / hour
Generalist Video Annotators	Contract	$45 / hour
Generalist Writing Expert	Contract	$45 / hour
Editors, Fact Checkers, & Data Quality Reviewers	Contract	$50 - $60 / hour
Multilingual Expert	Contract	$54 / hour
Mathematics Expert (PhD)	Contract	$60 - $80 / hour
Software Engineer - India	Contract	$20 - $45 / hour
Physics Expert (PhD)	Contract	$60 - $80 / hour
Finance Expert	Contract	$150 / hour
Designers	Contract	$50 - $70 / hour
Chemistry Expert (PhD)	Contract	$60 - $80 / hour

🎧 Listen Ads-Free: Subscribe to DjamgaMind via Apple Podcasts for a pure, ad-free experience at https://podcasts.apple.com/us/channel/djamgamind/id6760446113

Summary: In this special investigative edition, we deconstruct the mechanics of AI-driven digital colonisation in Africa. We explore the massive extraction of digital assets, highlighted by Ghana’s historic rejection of a $109 million US health aid deal over predatory data-sharing provisions. We expose the human cost of the “ghost workforce,” where African data workers suffer high rates of clinical depression (52%) while earning a fraction of Western wages. Finally, we analyze the powerful geopolitical pushback: the rise of African Sovereign AI , the deployment of Egypt’s Karnak model , and the enforcement of stringent data protection laws across the continent.

Keywords: Digital Colonisation, African AI, Ghana US Health Deal, Sovereign AI, Ghost Workforce, Data Extraction, DJAMGAMIND, Algorithmic Imperialism

🛠️ The AI Executive Toolkit: Deploy real infrastructure. Get the hand-picked, forensic-vetted implementation stack built for the C-Suite at DjamgaMind.com/Toolkit.

• Google Workspace: Professionalize your firm’s infrastructure with secure, cloud-based collaboration and branded communication: https://referworkspace.app.goo.gl/Q371

Support Our Work: Subscribe to the DJAMGAMIND channel to listen completely ads-FREE and support independent forensic research.

🌍 Protect Your Linguistic Heritage: As artificial intelligence rapidly colonizes digital communication, the preservation of our diverse human languages has never been more vital. Enjoy this forensic briefing exactly as it was meant to be heard—crafted by humans, for humans. Join the multilingual AI channel at DJAMGAMIND: https://podcasts.apple.com/us/channel/djamgamind/id6760446113

⚗️ PRODUCTION NOTE: We Practice What We Preach.

AI Unraveled is produced using a hybrid “Human-in-the-Loop” workflow.

====

La ruée vers le silicium : Une analyse médico-légale de la colonisation numérique pilotée par l’IA et l’essor de la souveraineté technologique africaine

L’évolution rapide de l’intelligence artificielle en tant que moteur principal de la production économique mondiale a précipité, à la fin du mois d’avril 2026, une crise de souveraineté à travers le continent africain. Ce phénomène, de plus en plus caractérisé par les observateurs internationaux et les décideurs locaux comme une « colonisation numérique », représente une continuation structurelle des modèles extractifs historiques, par lesquels les matières premières du continent — désormais sous forme de données et de travail cognitif humain — sont récoltées pour alimenter la croissance industrielle des centres technologiques étrangers.¹ Les signaux d’alarme ont été tirés le 7 avril 2026, lors des réunions de l’Organe consultatif de haut niveau des Nations Unies sur l’intelligence artificielle à Nairobi, où des experts, dont le scientifique sénégalais Seydina Moussa Ndiaye, ont explicitement averti que sans intervention immédiate, l’Afrique risque de devenir un consommateur passif dans un écosystème numérique conçu pour exploiter son existence même.¹ Ce rapport examine les mécanismes de cette exploitation — allant de la collecte médico-légale de données de santé et biométriques à la détresse psychologique de la « main-d’œuvre fantôme » — et documente l’escalade de la résistance géopolitique, illustrée par le rejet historique par la République du Ghana d’un accord d’aide sanitaire avec les États-Unis le 28 avril 2026.

Continue Reading at our DJAMGAMIND Research hub here.

DjamgaMind: Audio Intelligence for the C-Suite (Daily AI News, Energy, Healthcare, Finance)

Full-Stack AI Intelligence. Zero Noise.The definitive audio briefing for the C-Suite and AI Architects. From Daily News and Strategic Deep Dives to high-density Industrial & Regulatory Intelligence—decoded at the speed of the AI era. . 👉 Start your specialized audio briefing today at Djamgamind.com

AI Jobs and Career

I wanted to share an exciting opportunity for those of you looking to advance your careers in the AI space. You know how rapidly the landscape is evolving, and finding the right fit can be a challenge. That's why I'm excited about Mercor – they're a platform specifically designed to connect top-tier AI talent with leading companies. Whether you're a data scientist, machine learning engineer, or something else entirely, Mercor can help you find your next big role. If you're ready to take the next step in your AI career, check them out through my referral link: https://work.mercor.com/?referralCode=82d5f4e3-e1a3-4064-963f-c197bb2c8db1. It's a fantastic resource, and I encourage you to explore the opportunities they have available.

• Full Stack Engineer [$150K-$220K]
• Software Engineer, Tooling & AI Workflow, Contract [$90/hour]
• DevOps Engineer, India, Contract [$90/hour]
• More AI Jobs Opportunitieshere

Job Title	Status	Pay
Full-Stack Engineer	Strong match, Full-time	$150K - $220K / year
Developer Experience and Productivity Engineer	Pre-qualified, Full-time	$160K - $300K / year
Software Engineer - Tooling & AI Workflows (Contract)	Contract	$90 / hour
DevOps Engineer (India)	Full-time	$20K - $50K / year
Senior Full-Stack Engineer	Full-time	$2.8K - $4K / week
Enterprise IT & Cloud Domain Expert - India	Contract	$20 - $30 / hour
Senior Software Engineer	Contract	$100 - $200 / hour
Senior Software Engineer	Pre-qualified, Full-time	$150K - $300K / year
Senior Full-Stack Engineer: Latin America	Full-time	$1.6K - $2.1K / week
Software Engineering Expert	Contract	$50 - $150 / hour
Generalist Video Annotators	Contract	$45 / hour
Generalist Writing Expert	Contract	$45 / hour
Editors, Fact Checkers, & Data Quality Reviewers	Contract	$50 - $60 / hour
Multilingual Expert	Contract	$54 / hour
Mathematics Expert (PhD)	Contract	$60 - $80 / hour
Software Engineer - India	Contract	$20 - $45 / hour
Physics Expert (PhD)	Contract	$60 - $80 / hour
Finance Expert	Contract	$150 / hour
Designers	Contract	$50 - $70 / hour
Chemistry Expert (PhD)	Contract	$60 - $80 / hour

🎧 Listen Ads-Free: Subscribe to DjamgaMind via Apple Podcasts for a pure, ad-free experience at https://podcasts.apple.com/us/channel/djamgamind/id6760446113

Summary: In today’s briefing, we analyze OpenAI’s existential pivot. Missing internal revenue targets and facing an antitrust trial from Elon Musk, OpenAI has radically amended its partnership with Microsoft—killing the AGI clause and securing multi-cloud freedom ahead of a rumored IPO. We also explore the internal revolt at Google, where 600 employees are demanding the cancellation of a classified Pentagon AI contract. We discuss Apple’s upcoming “Ultra” hardware tier designed to squeeze revenue from a stagnant market, China’s official block of Meta’s $2B Manus deal, and David Silver’s new $1.1B lab, Ineffable Intelligence, which aims to achieve AGI without human training data.

Today’s Sponsors: *

• 🛑AIRIA: The ultimate zero-trust AI security layer. Deploy autonomous agents safely without compromising your enterprise data. 👉 Govern your agents: https://airia.com/request-demo/?utm_source=AI+Unraveled+&utm_medium=Podcast&utm_campaign=Q1+2026

• DjamgaMind: High-Fidelity Intelligence for the C-Suite. Strategic audio forensics in Enterprise Tech, Cybersecurity, and Finance. Visit DjamgaMind.com.

Important Topics Covered:

• OpenAI & Microsoft Pivot: OpenAI amends its Microsoft partnership, removing the AGI clause and gaining multi-cloud flexibility, while Microsoft retains a revenue share through 2030. This comes as OpenAI reportedly missed its 1 billion user target and Anthropic hits a $1T secondary market valuation.

• The Musk Trial: Jury selection begins in Elon Musk’s lawsuit against OpenAI, accusing the lab of abandoning its non-profit mission. Concurrently, Sam Altman publishes a manifesto on “democratizing” AI.

• Google’s Pentagon Mutiny: 600 Google workers sign an open letter demanding CEO Sundar Pichai abandon talks to supply Gemini AI for classified Pentagon operations.

• Apple “Ultra” Tier: Apple plans to expand its “Ultra” branding to foldable iPhones and OLED MacBooks to drive higher revenue per user.

• EU Orders Google: The European Commission uses the Digital Markets Act to order Google to open Android devices to rival AI services, challenging Gemini’s system-level dominance.

• Ineffable Intelligence: Former DeepMind researcher David Silver raises $1.1B for a new London lab focused on pure reinforcement learning, bypassing human training data entirely.

🛠️ The AI Executive Toolkit: Deploy real infrastructure. Get the hand-picked, forensic-vetted implementation stack built for the C-Suite at DjamgaMind.com/Toolkit.

• Google Workspace: Professionalize your firm’s infrastructure with secure, cloud-based collaboration and branded communication: https://referworkspace.app.goo.gl/Q371

⚗️ PRODUCTION NOTE: We Practice What We Preach.

AI Unraveled is produced using a hybrid “Human-in-the-Loop” workflow.

OpenAI missed its own revenue and user growth targets

• OpenAI fell short of its internal goals for ChatGPT users and revenue last year, never reaching its target of one billion weekly active users, while CFO Sarah Friar warned that rising compute costs could outrun incoming revenue.

• The company has committed roughly $600 billion to future data-center spending under Altman’s bet on compute scarcity, and board directors are now questioning why he keeps chasing more computing capacity despite the slowdown.

• Rival Anthropic has quietly passed OpenAI on Forge Global, trading at about $1 trillion versus OpenAI’s $880 billion, and Myriad users give Anthropic a 64% chance of carrying out its IPO first.

Google employees urge Pichai to reject Pentagon AI deal

• Roughly 600 Google workers have signed an open letter asking CEO Sundar Pichai to walk away from talks with the Pentagon that would let the Department of Defense use the company’s Gemini AI models in classified settings.

• The signatories argue that contract wording is not enough protection, pointing to how Anthropic was labeled a “supply chain risk” after refusing “all lawful purposes” language, while OpenAI revised its Pentagon deal to block mass surveillance of U.S. persons.

• The letter follows Google’s recent rewrite of its AI Principles, which in 2018 promised staff the company would not design or deploy AI for weapons or surveillance, language that employees say has since shifted.

Google is testing AI chatbot search for YouTube

• Google is trying out an AI Mode-style conversational search for YouTube, and the experiment is open now to YouTube Premium subscribers in the US who are 18 or older, with plans to expand it to other users.

• An “Ask YouTube” button in the search bar brings up a page that mixes summary text, bulleted milestones, timestamped longform videos, Shorts galleries, and suggested follow-up prompts related to what you searched for.

• In a test about Valve’s new Steam Controller, Ask YouTube got the basics right but incorrectly said the old Steam Controller had no joysticks, a reminder that these AI-built result pages can include factual errors.

Apple plans iPhone Ultra and MacBook Ultra

• Apple is preparing to expand its Ultra branding into new product tiers, with plans for a foldable iPhone Ultra and a touchscreen OLED MacBook Ultra that will sit above the existing Pro lineup through 2027.

• According to a Macworld report citing a source familiar with Apple’s plans, the Ultra name gives the company a place for new form factors without disrupting the Pro lineup, which has covered iPhone, iPad, and Mac for years.

• The Ultra tier lets Apple ship foldable displays and OLED touchscreen Macs in limited quantities at higher prices, fitting its shift toward raising revenue per user as global smartphone growth slows.

EU orders Google to open Android to AI rivals

• The European Commission has told Google it must open up Android so rival AI services can match what Gemini does on the phones, a decision that came out of a specification proceeding started in January.

• Gemini currently gets special treatment at the system level on any Google-powered Android phone, and the commission says too many Android experiences only work with Google’s AI, which must change.

• The order comes from the Digital Markets Act, which labels seven dominant firms as “gatekeepers,” and the commission may force Google to make the Android AI changes this summer despite Google calling it “unwarranted intervention.”

Altman reframes who controls AI’s future

Last month, The Deep View raised the red flag about the risks of AI power centralizing in the hands of too few companies. On Monday, OpenAI CEO Sam Altman published a manifesto calling for the democratization of AI.

“Power in the future can either be held by a small handful of companies using and controlling superintelligence, or it can be held in a decentralized way by people,” Altman wrote in his essay titled Our principles. “We believe the latter is much better, and our goal is to put truly general AI in the hands of as many people as possible.”

This follows the publication of a policy document earlier this month when OpenAI researchers shared a set of “ideas to keep people first” that included ambitious thought-starters aimed at inviting policymakers and government officials to play a larger role in the development of AI. At that time, Altman emphasized that the public and governments should have an extended period to debate these ideas and make good decisions long before AI precipitates a potential crisis.

Others have recently struck a similar tone on democratization and wider participation:

• Greg Brockman (OpenAI president) told Alex Kantrowitz, “We need this broad conversation. We need lots of people to be aware that if this technology is going to come and change everything for everyone, people need to participate in that. It can’t be something that’s done off in secret by one centralized group.”

• Andrej Karpathy (former Tesla AI lead and early OpenAI cofounder) told Sarah Guo, “Centralization has a very poor track record in the past, in my view. There are a lot of pretty bad precedents [in economic and political systems]. So I want there to be a thing that’s maybe not at the edge of capability because it’s new and unexplored. But I want there to be a thing that’s behind and is a common working space for intelligences that the entire industry has access to. That seems to me like a pretty decent power balance for the industry.” Karpathy, of course, is talking less about policy and more about putting the benefits of open-source AI into the hands of a lot more people in the world, which will also help accomplish the democratization mission Altman and Brockman are extolling.

Beyond democratization, Altman’s statement also elevates several other principles: empowerment, universal prosperity, resilience, and adaptability. These are the pillars of what Altman lays out as a path for the industry to build AI safely, minimize harm, and maximize the benefits for the broader public.

OpenAI resets its cloud strategy beyond Microsoft

ChatGPT’s ascent boosted Microsoft’s AI strategy by providing access to OpenAI’s latest and greatest models. But what began as a tight-knit partnership has since loosened, and the relationship between the AI lab and its biggest investor just got less exclusive.

On Monday, OpenAI announced “the next phase of the Microsoft OpenAI partnership,” which involved an amendment to the agreement granting OpenAI greater independence from its lead investor.

The most notable changes are that OpenAI can now offer its product to customers on any cloud provider, with Microsoft remaining OpenAI’s primary cloud partner, and products shipping first on Azure unless the Microsoft chooses not to.

Other major changes include:

• Product access: Microsoft will continue to have a license to OpenAI IP for models and products through 2032, but it is now non-exclusive.

• Revenue share: Microsoft will no longer pay OpenAI a revenue share, while OpenAI will continue to pay Microsoft at the same percentage through 2030, subject to a total cap. Prior to this, Microsoft shared 20% of OpenAI’s model sales on Azure with OpenAI, while OpenAI shared 20% of its total revenue with Microsoft.

• Involvement: Microsoft “continues to participate in OpenAI’s growth as a major shareholder.”

The latest version of the agreement, amended in October 2025, was written so that Microsoft retained IP rights and Azure API exclusivity until OpenAI created AGI, or human-level intelligence. The blog post attributes “long-term clarity” as the motivator behind the amended agreement, and removing the AGI clause makes sense as a result.

That clause was controversial, as AGI itself is a nebulous concept, and its exact definition is highly contested; so much so that the agreement included a clause requiring AGI to be verified by an independent expert panel. The blog post attributes “long-term clarity” as the motivator behind the amended agreement, and removing the AGI clause makes sense as a result.

OpenAI rewrites Microsoft deal, removes AGI clause

OpenAI and Microsoft reworked their partnership terms, ending Microsoft’s exclusivity over OAI’s IP, killing the AGI clause, and freeing OpenAI to ship products on any cloud while Microsoft keeps a revenue share through 2030.

The details:

• OAI can now utilize rival clouds like Amazon Bedrock, with Microsoft still remaining a main cloud partner with Azure-first launch access through 2032.

• The agreement settles Microsoft’s reported lawsuit threat over the $50B Amazon-OpenAI deal that gave AWS exclusive rights to OAI’s Frontier platform.

• Amazon CEO Andy Jassy called the announcement “very interesting”, coming after OpenAI CRO Denise Dresser’s memo talking up its Bedrock platform.

• Microsoft will stop paying revenue share to OAI, with both companies’ obligations now running on calendar dates instead of an AGI announcement.

Why it matters: It’s no secret that this relationship has gone sour, and these changes remove the exclusivity that Dresser said “limited” OpenAI’s ability to meet enterprises where they were. The AI giant now gets to date around in the cloud, while Microsoft locks in a six-year revenue stream without an ambiguous AGI clause hanging over it.

Beijing blocks Meta’s $2B Manus deal

China vetoed Meta’s $2B Manus acquisition and told the companies to withdraw the AI startup deal, turning a Singapore-based company with Chinese roots into a warning shot for founders trying to move talent and tech outside Beijing’s reach.

The details:

• Meta announced the $2B deal in December, with Chinese officials opening a January probe into export-control and foreign-investment rules.

• China’s National Development and Reform Commission said it would bar foreign investment in Manus, directing Meta and the startup to undo the deal.

• Meta said the two teams were already “deeply integrated” at its Singapore office, and Manus’s site already read “now part of Meta.”

• The order lands weeks before Trump’s planned May meeting with Xi in Beijing, with Manus executives reportedly barred from leaving China during the probe.

Why it matters: Beijing just made AI talent a national security asset, applying to startups the same type of export-control logic the U.S. uses on chips. With the two already intertwined and Meta saying “the transaction complied fully with applicable law”, it’s unclear how an unwind will even work — or if the tech giant will comply.

AlphaGo creator’s new $1.1B ‘superlearner’ lab

The Rundown: Ex-DeepMind researcher David Silver launched Ineffable Intelligence, a London lab that raised $1.1B at a $5.1B valuation to build an AI that learns from experience instead of training data, to “make first contact with superintelligence”.

The details:

• Silver led DeepMind’s reinforcement learning team for a decade, building acclaimed models AlphaGo, AlphaZero, AlphaStar, and AlphaProof.

• Ineffable’s models skip pre-training and human data, letting agents learn from experience in simulations — creating what Silver calls a “superlearner.”

• Silver framed human data as “a kind of fossil fuel” and his approach as “a renewable fuel, a model that can just learn and learn and learn forever.”

• The $1.1B is Europe’s largest seed ever, with Ineffable claiming success would “represent a scientific breakthrough of comparable magnitude to Darwin.”

Why it matters: Yann Lecun’s theory that LLMs are a dead end has gotten some powerful companies, with AMI Labs, Recursive Superintelligence, and now Ineffable ($1.1B) all raising on variations of the view. Silver’s track record speaks for itself, and the more brilliant minds taking different paths towards AGI, the better.

OpenAI’s big moves as Musk trial begins

By Madison Mills and Ina Fried

OpenAI revised its Microsoft contract, floated a Qualcomm hardware deal, and faced Elon Musk in court — all before lunch yesterday.

Why it matters: OpenAI is rewriting the partnership that launched it while defending the legal premise on which it was built.

Between the lines: Both OpenAI and Microsoft are trying to get ahead of potential obstacles in a fast-changing AI world, while also having greater clarity on their financial terms and the flexibility to craft deals with others.

• A nine-person jury was seated for the trial brought by Musk accusing OpenAI of abandoning its founding mission of developing AI to benefit humanity and focusing on profits instead.

• Opening arguments are scheduled to begin this morning.

Meanwhile, OpenAI is reportedly working on a deal with mobile chipmaker Qualcomm as it continues to plot its expansion into hardware.

Yes, but: Microsoft faces growing pressure to have a coherent AI strategy above and beyond its OpenAI relationship.

Zoom out: OpenAI and rival AI lab Anthropic are locked in a race to define the enterprise AI market and to convince investors they deserve massive IPO valuations.

• Both companies are reportedly eyeing major public listings in late 2026.

• OpenAI’s revised deal is widely viewed as IPO-friendly. It reduces perceived dependency risks on Microsoft, clarifies the financial relationship and frees the company to partner more broadly.

The bottom line: OpenAI is trying to make itself less dependent on Microsoft just as Musk is challenging how the company was built in the first place.

Meta wants to power data centers from space

By Ben Geman

Conceptual rendering courtesy of Overview Energy

Meta has reserved generating capacity from Overview Energy, a startup that hopes to deploy satellites that direct solar energy to the ground round-the-clock.

Why it matters: Yesterday’s announcement shows how AI giants are pushing the tech envelope in their quest for electricity.

• “This is among the largest commitments to ultra-long-duration storage in the industry, setting an example for how technology companies can power AI and cloud infrastructure using storage to maximize availability of energy,” the companies said.

Driving the news: Meta and Overview’s “reservation agreement” is for up to 1 gigawatt of capacity.

• Overview, which emerged from stealth in late 2025, hopes to begin commercial deployment in 2030.

Zoom (way) out: The idea is to collect solar energy in space and beam it to on-the-ground solar projects, “allowing these assets to maximize utilization and produce power around-the-clock,” the companies said.

• This would, in theory, enable more power from existing solar installations without needing new land and grid interconnection queue waits.

• “This means solar farms that currently sit idle at night can keep producing electricity around the clock, maximizing their output and creating more energy for the grid,” the companies said.

The bottom line: It sounds kinda out there (no pun intended).

• But Overview’s backers include known quantities in the VC world like Lowercarbon Capital and Engine Ventures.

Only Nonlinear Work Survives

TL;DR: Palantir CEO Alex Karp says AI agents will invert which skills matter, leaving two safer paths: vocational expertise or neurodivergent, unconventional thinking. He argued low-end coding, lawyering, reading, and writing are losing value, while real expertise, artistic problem-solving, and non-playbook thinking become more important. Read More →

OpenClaw Feels Human

TL;DR: Charles Wu explains in details why OpenClaw can feel more human the longer you use it. The model is not becoming conscious; the workspace is creating continuity. Conversations, preferences, tools, logs, and lessons are written into Markdown files, searched, reloaded, and refined across sessions, so the real asset becomes the growing workspace, not just the rented model weights. Read More →

Sex Toys Turns Agentic

TL;DR: Lovense is integrating OpenClaw into its Remote app to turn a sex-toy controller into a broader AI agent interface. Beyond controlling devices, the app could plan trips, coordinate remote dates, check calendars, suggest movies or recipes, create shopping lists, automate smart-home settings, and sync intimate devices, making OpenClaw the task engine behind Lovense’s relationship automation push. Read More →

Agent Managers Enter Enterprise

TL;DR: Box CEO Aaron Levie says enterprises will need agent deployers embedded across teams to turn scattered AI use into real workflow automation. Their real value is colder than “AI adoption”: finding workflows where agents can replace repetitive human labor faster, cheaper, and at scale. If this role works, it may become the person companies hire before cutting far more people. Read More →

Pompeii Gets a Real Human Face

What’s happening: Archaeologists at Pompeii used AI for the first time to digitally reconstruct the face of a man killed during the AD 79 eruption of Mount Vesuvius. His remains were found near Porta Stabia, apparently fleeing toward the coast while using a terracotta mortar as a shield from falling volcanic debris.

How this hits reality: This is not just a museum gimmick. Pompeii holds nearly 2,000 years of preserved urban data, from bones and coins to lamps, roads, tools, and death positions. AI is turning archaeology from cataloging objects into rebuilding scenes, bodies, and choices. The archive is becoming more cinematic, and more contested.

Key takeaway: AI is starting to give history a usable interface. The past may feel less like a distant archive and more like a place we can enter, question, and rebuild.

What Else Happened in AI on April 28th 2026?

The trial between Elon Musk and OpenAI kicked off on Monday with the start of jury selection, with the two sides trading barbs on X ahead of opening statements.

Tech analyst Ming-Chi Kuo said OpenAI is working on its own smartphone alongside MediaTek and Qualcomm, with native AI agents and production likely in 2028.

Adobe opened access to its new Firefly AI Assistant in public beta, letting creators prompt multi-app Creative Cloud workflows while keeping outputs editable.

Alibaba’s new Happy Horse video model rolled out across video platforms, with the release taking the top spot on Artificial Analysis’s video leaderboard.

Taylor Swift filed three federal trademarks for her likeness and voice, joining actor Matthew McConaughey in taking legal action to fight and prevent AI deepfakes.

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Summary: In today’s briefing, we analyze the aggressive expansion of AI hardware and energy infrastructure. We deconstruct the geopolitical fallout of China blocking Meta’s $2 billion acquisition of the AI startup Manus. We explore the tectonic shift in Big Tech partnerships as Microsoft ends its exclusive cloud deal with OpenAI, right as OpenAI plans an AI smartphone to rival the iPhone. We look at the staggering energy numbers: a Utah data center scaling to 9 Gigawatts, and Meta’s ambitious plan to beam 1 Gigawatt of solar energy from space. Finally, we break down DeepSeek’s V4 launch (1.6 Trillion parameters), Elon Musk’s X Money platform, and Anthropic’s Project Deal where agents autonomously brokered $4,000 in trades.

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AI Unraveled is produced using a hybrid “Human-in-the-Loop” workflow.

China blocks Meta’s $2B Manus acquisition

• China has blocked Meta’s $2 billion purchase of AI start-up Manus, with the National Development and Reform Commission telling both parties to withdraw from the deal, citing Chinese laws on foreign investment in the company.

• Manus is based in Singapore but owned by Chinese parent Butterfly Effect Technology, and Meta had already absorbed its staff and paid out investors including Tencent Holdings, ZhenFund and Hongshan before the ruling came down.

• A source told the Financial Times the NDRC’s move was “harsh” and meant as a warning against similar follow-on deals, serving as leverage ahead of next month’s planned meeting between Donald Trump and Xi Jinping.

OpenAI plans an AI smartphone to rival iPhone

• OpenAI is building a smartphone to take on the iPhone, according to supply chain analyst Ming-Chi Kuo, who says MediaTek and Qualcomm will supply the chips and Luxshare will handle manufacturing, with mass production set for 2028.

• Kuo argues the phone is the only device that captures a user’s full real-time state, including location, activity, and communication, and that controlling both the operating system and hardware is needed to deliver AI agent services.

• The phone marks a reversal from OpenAI’s previously reported hardware plans with Jony Ive, which focus on a smart speaker, smart glasses, a smart lamp, and earbuds, with the first announcement expected in late 2026.

Musk is about to launch his ‘everything app’

• Elon Musk is about to roll out X Money, a banking and payments platform that turns X into the “everything app” he promised when he renamed Twitter in 2023, according to Bloomberg.

• The finance feature will reportedly offer a savings account with 6 per cent interest and 3 per cent cashback on some transactions, building on a Visa partnership announced last year for a digital wallet and peer-to-peer payments.

• The launch will be limited because X still lacks licences in key states like Massachusetts and New York, and Senator Elizabeth Warren has written to Musk raising concerns about scams, fraud, and data privacy on the platform.

John Ternus to launch 10 new Apple products

• Incoming Apple CEO John Ternus is set to roll out ten new products during his tenure, starting with the iPhone 18 Pro, 18 Pro Max, and the company’s first foldable iPhone at the September hardware event.

• Beyond the iPhone Fold, Mark Gurman reports that Apple’s pipeline includes a Smart Home Hub, a Tabletop Robot with a 9-inch screen on a robotic arm, a Home Security System, smart glasses, and AirPods with cameras.

• Also on the list are an AI Pendant worn as a necklace, a touchscreen MacBook with an OLED display due in late 2026 or early 2027, lightweight AR glasses, and a foldable iPad with a 20-inch screen that may be scrapped.

Microsoft ends exclusive OpenAI cloud deal

• Microsoft and OpenAI have signed a new deal that removes Microsoft’s right of first refusal to serve as OpenAI’s compute provider, ending a key piece of exclusivity between the two companies after years of a tight partnership.

• Microsoft now owns roughly 27 percent of OpenAI’s new public benefit corporation, worth about $135 billion today, and its IP rights to OpenAI models and products stretch to 2032 and now cover post-AGI models.

• OpenAI has agreed to spend another $250 billion on Azure services, can jointly develop some products with third parties, and can sell API access to US government national security customers through any cloud provider.

Meta signs space solar power deal

• Meta has struck a deal with startup Overview Energy for up to 1 gigawatt of solar energy collected in space, aiming to power its artificial intelligence data centers through satellites that orbit Earth and beam electricity back.

• Overview Energy plans to gather sunlight using satellites orbiting Earth and convert it into electricity that can support the grid, offering Meta a new source to meet its growing demand for power.

• The 1 gigawatt volume from the agreement is roughly equal to the output of a single nuclear reactor, showing the scale Meta is chasing as it hunts for ways to feed its data centers.

The Whale returns with cheap, efficient DeepSeek V4

Chinese AI lab DeepSeek just introduced preview versions of its highly anticipated V4, with new open-source AI models featuring 1M-token context windows, Huawei chip support, and pricing that significantly undercuts the frontier competitors.

The details:

• Early outside tests put V4 Pro near the top of open models, with DeepSeek’s own evals placing V4 Pro near GPT-5.4 and Gemini 3.1-Pro on reasoning.

• V4 Pro tops Vals AI’s Vibe Code Bench benchmark, but falls in a fourth tier on AA’s Intelligence Index alongside Meta’s Muse Spark.

• At $1.74/$3.48 per 1M input/output tokens, V4 Pro comes in significantly cheaper than GPT-5.5 ($5/$30) and Opus 4.7 ($5/$25).

• Chinese chipmaker Huawei said its Ascend chips can support V4, giving a strong working example of AI infrastructure outside of Nvidia’s stack.

Why it matters: DeepSeek is back, and while it didn’t take down the U.S. stock market this time, V4 makes the AI race about price as much as capability. But the Huawei angle may be the bigger development, with a domestic Nvidia alternative showing its viability to eat into the chip gaps that export restrictions have put on the country.

DeepSeek V4 puts frontier labs on notice, again

DeepSeek was a viral sensation before OpenAI took over the conversation. Now, with a new release, it’s looking to recapture that momentum.

On Wednesday, the Chinese lab DeepSeek rolled out previews of its new flagship models: DeepSeek-V4-Pro and DeepSeek-V4-Flash. DeepSeek released benchmarks that showcase how these models perform competitively against both open-source models and the top proprietary models from the frontier labs.

The new models offer performance upgrades from their predecessor, including:

• DeepSeek-V4-Pro:

  • 1.6 trillion total / 49 billion active parameters

  • Enhanced agentic capabilities and rich world knowledge that lead all open models, trailing only Gemini 3.1 Pro

  • Outperforms all current open models in reasoning tasks, including math, STEM, and coding, performing competitively with leading closed-source models including GPT-5.4-High and Claude-Opus-4.6-Max

• DeepSeek-V4-Flash:

  • 284 billion total / 13 billion active parameters

  • Smaller parameter size for faster and cheaper performance

The biggest highlight is that compared to DeepSeek-V3, the version of the model that went viral on its release in December 2024 because of its training efficiency and low cost, this model employs a different training architecture. That includes a new hybrid attention mechanism combining Compressed Sparse Attention (CSA) and Heavily Compressed Attention (HCA).

The result is better computational efficiency with reduced compute and memory costs despite remembering longer sequences, also known as expanding its context window. Specifically, it has a context length of one million tokens, addressing what the company describes as a key impediment in reasoning models, where computational constraints have traditionally made extended context lengths impractical.

A model’s context window is a key determinant of its overall capabilities, as it governs how much past information the model can retain and reference at any given time. This is especially critical in the age of agentic workflows, where the ability to draw on a large volume of user information as context is essential. Despite these advancements, it achieves “significantly lower inference FLOPs,” a measure for computational costs, than DeepSeek-V3.2.

Interested users can try it on the DeepSeek website via the Expert Mode and Instant Mode options. To use it, you do have to either create an account or use the third-party sign-on options. It is also available in the API.

Anthropic’s AI agents broker trades in ‘Project Deal’

Image source: Anthropic

Anthropic just published results from Project Deal, a one-week experiment where Claude agents handled buying and selling for 69 of its own employees in a private Slack marketplace and completed 186 deals worth over $4,000.

The details:

• Agents were given a $100 budget and used short Claude interviews to set goals, then posted listings, made offers, and negotiated on their own.

• Identical items fetched $3.64 more under Opus agents on average, with one folding bike selling for $65 via Opus but only $38 via Haiku.

• Despite the sales gap, Haiku users still rated their deals 4.06 / 7 for fairness, essentially tied with Opus users’ 4.05 — with users not noticing the difference.

• Nearly half (46%) said they would pay for the service, but Anthropic warned “policy and legal frameworks” for agent commerce “simply don’t exist yet.”

Why it matters: Project Vend showed Claude could run a tiny store; Project Deal shows what happens when every shopper has their own agent. The most interesting was that fairness ratings barely moved when users ‘lost’ on price — meaning convenience for AI commerce might matter just as much as extracting every dollar.

Anthropic closes critical enterprise agent gap

AI agents are running wild in most businesses right now. And if they aren’t running wild in your organization yet, just give it a minute.

As a result, every day I get a ton of pitches from startups promising to be the solution for organizations to track, control, and manage AI agents within their company networks.

Earlier this month, Anthropic launched its version of a get-out-of-jail-free card with Claude Managed Agents, which “pairs an agent harness tuned for performance with production infrastructure.”

But there were two drawbacks. One is that because it’s in the cloud, you have to pay Claude’s high token costs. That hasn’t changed. You’re still basically trading those token costs for the time and expense of building your own agent safety infrastructure.

The other drawback was that it didn’t retain memory between sessions. That’s no longer the case as Anthropic has launched built-in memory for Claude Managed Agents in beta. And there’s a lot to like.

• You control the memories: The memories are now stored in files that you can export and share, and you can manage them through the API, which makes them very enterprise-friendly

• Agents can share with each other: If you allow it, agents share the context they are learning with each other to make them more effective over time

• Teams have already been testing it: Netflix has been allowing agents to carry context across sessions and it’s allowed teams to stop manually updating so many prompts; Ando (which is building a Slack competitor) is using the feature to retain organizational context for customers; and Rakuten is using the feature to reduce first-pass errors by 97% for its task-based long-running agents

Android LLM Leaderboard

AI-assisted software engineering has seen the emergence of several benchmarks to measure the capabilities of LLMs. Android developers face specific challenges that aren’t covered by existing benchmarks, so we created one that focuses on a north star of high quality Android development.

Source: Android Bench | Android Developers

‘Hyperscale’ data center project in Utah — expected to generate and consume more power than entire state

A massive hyperscale data center project in rural Box Elder County, Utah, led by Shark Tank investor Kevin O’Leary through his company O’Leary Digital (also known as the Stratos Project or Wonder Valley), is nearing final approval. The development, spanning about 40,000 acres of private land plus 1,200 acres of military and state-owned property, aims to host hyperscale data centers for tech giants like Amazon, Microsoft, and Google. It would generate its own power via natural gas from the Ruby Pipeline — starting at around 3 gigawatts in the first phase and scaling to 9 gigawatts at full buildout, exceeding Utah’s current statewide electricity consumption. Proponents highlight benefits including 2,000 permanent high-paying jobs, substantial tax revenue for Box Elder County (potentially $30 million initially, rising above $100 million annually), funding for modernization at Hill Air Force Base, and advanced water recycling technology that cleans and returns water to an aquifer feeding the Great Salt Lake, with minimal net usage.

To attract the limited pool of hyperscalers, the Military Installation Development Authority (MIDA) has approved aggressive incentives, including slashing the energy use tax from 6% to 0.5%, significant property tax rebates (with 80% initially directed back to the developer), and personal property tax relief on rapidly depreciating equipment. The project still requires final sign-off from the Box Elder County Commission, which rescheduled its vote to Monday morning after commissioners expressed concerns about the rapid timeline and sought more resident input and legal review. O’Leary has praised Utah’s pro-business speed and framed the initiative as critical for U.S. competitiveness against China in AI and data infrastructure.

Source: https://www.sltrib.com/news/2026/04/25/hyperscale-data-center-may-be/

Sam Altman updates partnership with Microsoft

What Else Happened in AI on April 27th 2026?

xAI launched Grok Voice Think Fast 1.0, a new SOTA voice agent that tops speech benchmarks across the board, and is already running Starlink’s phone support line.

Google is investing up to $40B in Anthropic, including $10B now at a $350B valuation, and $30B more if Anthropic hits performance targets, plus 5GW of Cloud compute.

Meta signed a deal with AWS to add millions of its Graviton5 core chips to power agentic AI workloads, making it one of AWS’s top buyers.

The United Arab Emirates announced a two-year plan to deploy agentic AI across 50% of government services, with mandatory AI training for every federal employee.

Cohere agreed to acquire Germany’s Aleph Alpha, with the $20B merger targeting governments and companies wary of relying on U.S. AI giants for critical tools.

Exclusive: US State Dept orders global warning about alleged AI thefts by DeepSeek, other Chinese firms [LINK]

WSJ: OpenAI and Microsoft Reach Deal to Give Startup New Freedom

FT: China blocks Meta’s $2bn purchase of AI group Manus

Reuters: Google to invest up to $40 billion in AI rival Anthropic

Bloomberg: Musk Drops Fraud Claims Against OpenAI, Altman Ahead of Trial

The Atlantic: What Happens If Trump Seizes AI Companies

The Economist: Apple’s new boss needs to restore its magic for the AI era

NYT: Maine Governor Vetoes Bill That Would Have Paused New Data Centers

Riley Walz releases “time machine” for Wikipedia

WSJ: College Graduates Are Finally Catching a Break in This Job Market

Reuters: Meta partners with space startup Overview Energy to secure solar power for data centers

Bloomberg: Why China’s Affordable AI Is a Worry for Silicon Valley

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Summary: In this late-April 2026 weekly edition, we analyze the staggering acceleration of the “Agentic Arms Race” and its devastating toll on human labor. We deconstruct the massive capital flows: Google’s $40 billion investment in Anthropic, Amazon’s $25 billion Anthropic pledge, and SpaceX’s $60 billion option to acquire Cursor. We contrast this wealth concentration with the human cost, examining Meta’s decision to fire 8,000 employees to fund $135B in AI infrastructure, and Microsoft’s 7% workforce buyout. We also dive into the collapse of operational security with the breach of Anthropic’s Mythos model, the launch of OpenAI’s GPT-5.5, and Google’s unprecedented decision to split its TPU architecture.

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AI Unraveled is produced using a hybrid “Human-in-the-Loop” workflow.

Google to invest up to $40B to Anthropic

• Alphabet is putting up to $40 billion into Anthropic, with $10 billion going in upfront at a $350 billion valuation and another $30 billion tied to performance targets, despite the two firms competing in AI models.

• Anthropic’s annualized revenue has jumped past $30 billion, up from about $9 billion at the end of 2025, fueled by strong demand for its Claude family and especially its coding-focused tools for developers.

• Google Cloud will supply five more gigawatts of compute capacity over five years through its TPUs, adding to Anthropic’s deals with Broadcom, CoreWeave, and Amazon, which recently pledged up to $25 billion more.

Samsung fears first-ever smartphone loss

• Samsung’s mobile chief TM Roh has warned leadership that the company could post its first-ever net loss on smartphones in 2026, even as Galaxy S26 sales hold up well against a tough market.

• The culprit is soaring prices for DRAM and NAND, with shortages hitting everything from laptops to servers and squeezing margins on phones in a way that past economic troubles and pandemic supply chaos never did.

• LPDDR5x memory used in phones is now in heavy demand for AI, as Nvidia’s upcoming Vera CPU packs up to 1.5 TB, and one server’s CPUs alone eat the RAM of 4,600 Galaxy S26 Ultra units.

Tesla starts Cybercab robotaxi production

• Tesla has begun making its Cybercab robotaxi, though Elon Musk warned on the earnings call that production will be slow through the rest of the year before picking up speed in late 2026 and beyond.

• Musk sounded unusually cautious about the robotaxi rollout, citing the need for rigorous validation, even though Tesla has reported 14 crashes to federal regulators since the Austin launch and routinely redacts details about what happened.

• The Cybercab lacks a steering wheel, pedals, and mirrors, but Tesla says it won’t be subject to the 2,500-vehicle federal cap because the company is self-certifying that it meets existing safety standards, similar to Zoox.

X launches standalone XChat app on iOS

• X released XChat as a standalone iOS app on Friday, letting users message their X contacts, share files, make audio and video calls, and join group chats after an earlier beta test with a small group of users.

• The separate app marks a shift away from Elon Musk’s original “everything app” plan for X, as xAI now offers a suite of apps instead, with a dedicated payments app also being tested but not yet public.

• XChat includes disappearing messages, screenshot blocking, message editing and deletion for everyone, and claims end-to-end encryption with PIN protection, though security experts have disputed those encryption claims and found it less secure than Signal.

Anthropic finds stronger AI models negotiate better

• Anthropic ran an experiment showing that Claude agents built on stronger models struck better deals than weaker ones, with Opus sellers earning more and Opus buyers paying less than those represented by the smaller Haiku model.

• During “Project Deal” in December 2025, 69 Anthropic employees let Claude agents handle Slack negotiations for a week, closing 186 deals worth about $4,000 after short interviews set each agent’s goals and style.

• Participants stuck with Haiku agents rated their deals’ fairness almost identically to Opus users, meaning the losing side had no idea they were getting worse prices, an “uncomfortable implication” Anthropic says needs more research.

Judge drops Musk fraud claims against OpenAI

• A federal judge has thrown out Elon Musk’s fraud claims against OpenAI and Sam Altman, though the lawsuit will still head to trial on his separate accusations of breach of charitable trust and unjust enrichment.

• Jury selection is set to start Monday, with opening arguments following on Tuesday, kicking off a closely watched courtroom fight between Musk and the company he helped launch before his departure.

• Musk is asking for $150 billion in damages, with the money going to OpenAI’s charitable arm rather than to him personally, tying the claim to the nonprofit mission behind the original organization.

Meta cuts 8,000 jobs to fund AI spending

• Meta is laying off around 8,000 employees, about 10% of its workforce, starting 20 May and cancelling 6,000 open roles to help pay for up to $135 billion in AI infrastructure spending this year.

• The company is reorganising teams into AI-focused “pods” with new roles like “AI builder” and “AI pod lead,” while a workplace surveillance programme captures keystrokes and screenshots to train AI agents.

• Days before the cuts, Meta filed SEC disclosures showing executives could each earn up to $921 million in stock options tied to reaching a $9 trillion market cap by 2031.

OpenAI unveils GPT-5.5

• OpenAI has released GPT-5.5, a new AI model designed to complete work with less direction, as the company tries to keep up with competitors like Anthropic in attracting business customers.

• The company says GPT-5.5 is better at aiding scientists, streamlining software development, and handling more complex tasks than its previous models, according to OpenAI’s own claims.

• The model can also act on a user’s commands across tools like email, spreadsheets, and calendars, letting it carry out computer-based work more independently.

Microsoft offers buyouts to 7% of US workforce

• Microsoft is offering voluntary buyouts to about 7% of its U.S. workforce, marking the first time in the company’s 51-year history that it has created a one-time retirement program.

• The program is open to U.S. workers at the senior director level and below whose combined years of employment and age add up to 70 or higher, excluding those with sales incentive plans.

• Microsoft is also changing how it distributes stock for annual rewards, decoupling stock from cash bonuses so managers have more flexibility, and simplifying pay options from nine choices down to five.

DeepSeek launches V4 model

• DeepSeek has released its V4 model in two editions, DeepSeek-V4-Pro and DeepSeek-V4-Flash, claiming strong performance against both open-source and closed-source competitors with a one million token context length.

• The V4-Pro version has 1.6 trillion total parameters with 49 billion active, and includes a “maximum reasoning effort mode,” while the Flash edition offers a smaller, more economical option at 284 billion total parameters.

• DeepSeek did not say which chips were used to train V4 but confirmed its software works with Nvidia and Huawei chips, a notable detail given tightening U.S. semiconductor export restrictions targeting China.

xAI seeks alliance with Mistral and Cursor

• Elon Musk’s xAI has been in talks with French AI startup Mistral and coding tool Cursor about a three-way partnership, on top of SpaceX’s $60 billion option to buy Cursor.

• Mistral cofounder Devendra Chaplot now leads xAI pretraining, and two senior Cursor engineers joined SpaceX in March, with all of them reporting directly to Musk.

• Anthropic blocked xAI’s access to Claude through Cursor in January, leaving Cursor exposed because its product depends on models from the same companies building competing coding editors.

Xpeng plans flying car deliveries starting 2027

• Xpeng, the Chinese EV maker, plans to begin delivering flying cars starting in 2027 and has already received more than 7,000 orders, mostly from customers in China awaiting aviation authority approval.

• The company will start robotaxi tests in Guangzhou this year and expects to produce hundreds to thousands of robotaxis over the next 12 to 18 months, seeking global partners.

• Xpeng currently operates in about 60 countries and generated roughly 15% of its revenue from overseas sales last year, aiming to push that above 50% within ten years.

Unauthorized users breach Anthropic’s restricted Mythos AI model

• Unauthorized users from a private online forum breached Anthropic’s restricted Mythos AI model through a third-party vendor environment on the same day the cybersecurity tool was publicly announced.

• The group breached access by guessing Mythos’s online location based on the format Anthropic used for other models, and one member had access through employment at a third-party contractor.

• Anthropic said it is investigating the breach but has found no evidence the unauthorized activity impacted its systems, even as the group provided Bloomberg screenshots and a live demonstration.

SpaceX secures option to buy Cursor for $60 billion

• SpaceX has reached a deal with Cursor to build a new “coding and knowledge work AI,” and the agreement includes an option for SpaceX to acquire the popular development platform for $60 billion.

• The partnership comes after xAI began renting computing power to Cursor and two senior Cursor engineering leaders, Andrew Milich and Jason Ginsberg, left to join xAI and report directly to Musk.

• Neither Cursor nor xAI has proprietary models matching Anthropic or OpenAI, and Cursor still sells access to Claude and GPT even as both companies roll out their own competing coding tools.

Meta tracks employee keystrokes and clicks to train AI agents

• Meta is recording employee keystrokes, mouse clicks, and occasional screen snapshots through a tool called Model Capability Initiative to collect training data for its AI agents.

• The data will teach AI models to replicate how humans interact with computers, including choosing from dropdown menus and using keyboard shortcuts, according to an internal memo.

• Legal experts say this subjects white-collar workers to real-time surveillance once limited to gig workers, and European law would likely prohibit the practice under GDPR rules.

Google splits its TPU line in two for the agentic era

• Google announced its eighth-generation TPU as two separate chips — TPU 8t for training and TPU 8i for inference — marking the first time the company has split its TPU line across different silicon.

• TPU 8t scales to 9,600 chips per pod at 121 exaflops, while TPU 8i pairs 288 GB of high-bandwidth memory with 384 MB of on-chip SRAM and cuts latency up to 5x using a new Boardfly network topology.

• Broadcom reportedly designs the training chip codenamed Sunfish, MediaTek handles the inference chip codenamed Zebrafish, and TSMC fabricates both — with Intel and Marvell filling out the surrounding data-center supply chain.

OpenAI unveils ChatGPT Images 2.0

• OpenAI is releasing ChatGPT Images 2.0, an update to its image-generating software that adds a reasoning mode designed to produce accurate charts, scientific diagrams, and other complex visuals aimed at professionals.

• The update rolls out Tuesday through OpenAI’s flagship chatbot and its Codex AI coding assistant, with improved ability to follow instructions and include more details in generated images.

• ChatGPT Images 2.0 can also produce visuals that more faithfully reflect a range of styles and render text in multiple languages, according to the company’s announcement.

New York sues Coinbase and Gemini over prediction markets

• New York Attorney General Letitia James filed separate lawsuits against Coinbase and Gemini on Tuesday, accusing both crypto companies of running illegal gambling operations through their prediction markets without state gaming licenses.

• James says the platforms let users as young as 18 bet on sports and elections, violating New York law that requires mobile sports bettors to be at least 21, and she wants profits returned and civil fines tripled.

• The cases land in the middle of a three-way fight between states, the federal CFTC, and the industry, with the CFTC suing multiple states and arguing it alone has authority over prediction markets nationwide.

Amazon invests up to $25B in Anthropic

• Amazon has agreed to invest up to $25 billion in Anthropic on top of a previous $8 billion, while Anthropic committed to spending over $100 billion on AWS technologies over the next decade.

• The deal includes $5 billion now at Anthropic’s $380 billion valuation, with up to $20 billion more tied to commercial milestones, and secures 5 gigawatts of capacity for Claude models.

• Anthropic said growing enterprise, developer, and consumer demand for Claude has caused “inevitable strain” on its infrastructure, and the expanded Amazon partnership will quickly increase its available capacity.

Google builds elite team to rival Anthropic coding

• Google DeepMind has formed a specialized team led by engineer Sebastian Borgeaud to improve Gemini’s programming skills, partly because Google researchers believe Anthropic’s coding tools are currently better.

• Co-founder Sergey Brin wrote in an internal memo that Google must “urgently bridge the gap in agentic execution,” and he required every Gemini engineer to use internal agents for complex tasks.

• Google is training models on its internal codebase, which differs significantly from public code, meaning those models can’t be released but could help speed up development and improve future products.

GitHub halts new Copilot signups amid soaring usage and rising costs

• GitHub is pausing new sign-ups for Copilot Pro, Pro+, and Student plans because rising costs from intensive agentic workflows have made the current pricing unsustainable for the company.

• Opus models are no longer available on the standard Pro plan, and developers who want Claude Opus 4.7 must now pay for Pro+, while Opus 4.5 and 4.6 are being removed entirely.

• Usage limits are getting tightened with session caps and weekly token ceilings, and hitting the weekly limit downgrades users to “Auto model selection” until the period resets.

NSA is reportedly using Anthropic’s Mythos

• The NSA is reportedly running Anthropic’s restricted Mythos Preview model for operational work, even as its parent organization, the Defense Department, has labeled Anthropic a supply-chain risk and told contractors to avoid the company.

• The NSA is believed to be among roughly 40 unnamed organizations granted Mythos access beyond the 12 public Project Glasswing launch partners like Microsoft, Google, CrowdStrike, and Amazon Web Services.

• The exact way the NSA is using Mythos remains unclear, but other organizations with access are mainly using the model to scan their own environments for exploitable software vulnerabilities.

Google’s screen-less Whoop rival is Fitbit Air

• Google’s upcoming screen-less health band, already teased by basketball player Stephen Curry at the end of March, will officially be called the “Google Fitbit Air.”

• The “Fitbit Premium” subscription service that unlocks AI features is being rebranded as “Google Health,” tying health and wellness more closely to the core Google brand.

• The “personal health coach” currently in public preview will be renamed “Google Health Coach,” and an official announcement about the new product is expected in the coming weeks.

Deezer says 44% of daily uploads are AI-generated songs

• Deezer reported that AI-generated songs now make up 44% of all new music uploaded daily to its platform, with nearly 75,000 AI tracks arriving each day and over two million per month.

• Despite the flood of uploads, AI-generated music accounts for only 1-3% of total streams on Deezer, and the company says 85% of those streams are detected as fraudulent and demonetized.

• Deezer removes AI-tagged tracks from algorithmic recommendations and editorial playlists, and announced it will no longer store hi-res versions of AI songs as daily upload numbers continue to rise.

What Else Happened in AI From April 20 to April 26th 2026?

Anthropic published a post-mortem tracing Claude Code quality complaints to three separate bugs, resetting usage limits for subscribers due to the issues.

OpenAI introduced ChatGPT for Clinicians, a free tool for verified U.S. health workers, with GPT-5.4 scoring 59.0 on HealthBench Pro, topping physicians and Opus 4.7.

Meta sent an internal memo to employees informing them that the company is laying off 10% of its workforce in May, citing AI efficiency and other investments.

Elon Musk’s SpaceX is reportedly in talks with French AI startup Mistral on a three-way partnership alongside its recent deal with coding startup Cursor.

Tencent open-sourced Hy3 preview, its first model from a rebuilt training stack with competitive agentic coding and search-agent scores to top open models.

Anthropic faced backlash after Claude Code was removed for some new users on the Pro tier, with the company saying it was running a “small test” on the signup flow.

Google unveiled its new 8th-generation TPUs built for agent workloads, separating training and inference into two separate chips for the first time.

Ideogram launched Custom Models, letting users fine-tune image generation on 15-100 of their own assets for consistent on-brand outputs.

Google revealed 75% of its in-house code is now AI-generated, with the company seeing major gains in security and operations through AI and agentic implementations.

Odyssey introduced Odyssey-2 Max, a 3x-larger world model that topped physics benchmark scores in real time and is now in private beta.

Alibaba’s Qwen team open-sourced Qwen3.6-27B, a 27B model that surpassed its own 397B predecessor across top coding benchmarks.

Former OpenAI research VP Jerry Tworek launched Core Automation, a new AI lab building “an AI to build AI” with founders from OpenAI, Anthropic, and DeepMind.

Meta poached three more employees from Mira Murati’s Thinking Machines Lab, bringing the total number of founding members who departed to the tech giant to 7.

Google open-sourced its DESIGN.md feature from Stitch, a portable file that lets AI agents understand a project’s colors, accessibility, and brand rules.

Exa released Deep Max, a new agentic search tool that tops existing rivals on accuracy while running 20x faster.

Genspark launched Build, a new Claude Opus 4.7-powered agentic vibe-coding tool that generates apps and websites from text prompts

Deezer reported that 75K AI tracks are now published on its platform daily (44% of uploads), but draw just 1-3% of streams, with 85% of them labeled as fraudulent.

OpenAI rolled out Chronicle, a Codex preview feature that runs background agents capturing your screen to build persistent memories, limited initially to Pro users on Mac.

Ex-Meta chief AI scientist Yann LeCun said people shouldn’t listen to Dario Amodei about AI’s impact on labor markets, or “Sam, Yoshua, Geoff, or me”, saying economists have the most important perspective.

Lovable denied reports that it suffered a data breach after users flagged that public project chats were visible, saying the issue was a documentation failure.

Tinder and Zoom partnered with Sam Altman’s World, letting users get “proof of humanity” badges via iris scans to combat AI bots and deepfakes.

Anthropic expanded its Amazon deal for 5 GW in compute, with the tech giant investing up to $25B more into Anthropic in exchange for its $100B+ AWS commitment.

Recursive Superintelligence raised $500M at a $4B valuation, with the four-month-old startup founded by OAI and Deepmind alumni building AI that improves itself.

Anthropic CEO Dario Amodei told the Financial Times that he believes open-source and Chinese models will be able to reach Mythos capabilities in just 6-12 months.

An AI artist named Inga Rose hit No. 1 on iTunes’ global charts with the single “Celebrate Me”, with the music created with Suno and the lyrics written by a human.

Google is reportedly working with Marvell to help design a custom TPU and memory processing unit for AI inference, aiming to cut its longtime reliance on Broadcom.

Nous Research introduced Tool Gateway, a subscription that powers its Hermes Agent without requiring multiple APIs, amid surging usage of the agentic platform.

Salesforce launched Headless 360, exposing its full platform as MCP tools, APIs, and CLI commands so coding agents can act on customer data.

Vercel disclosed a breach that began with a hacked AI tool connected to Google accounts, impacting a “limited subset” of customers and prompting an investigation.