Alphabet soup: Google announces $80B equity capital raise to expand AI infrastructure and compute. - Alphabet

Oracle of OmahAI: Berkshire Hathaway invests $10 billion more in Alphabet, deepening its AI bet. - CNBC

Alphabet raises $80 billion in equity, including a Berkshire Hathaway investment, to fund AI spending. - Bloomberg

Google Cloud sold out: Demand is outpacing available supply, and Alphabet plans further capex increases in 2027 beyond the current $190B guidance. - the Guardian

Sparking Joy? Google’s Gemini Spark agent ($99.99/month) autonomously handles Gmail, Calendar, and Drive multi-step tasks but requires babysitting and deep personal data access. - The Verge

Anthropic filed a confidential S-1 for a fall 2026 IPO. - the Guardian

Anthropic revenue hit $47 billion annualized in May, powered by Claude coding tools; the company expects to turn a profit in the first half of 2026. - The New York Times

Tuesday is only partly Claud-y as Claude is having an outage - TechRadar

Altman calls ROI skepticism “the most fair criticism of AI right now” as enterprise GPU utilization averages just 5% across 23,000 clusters. - Business Insider

Michigan megacluster: On CNBC, Sam Altman says OpenAI’s Stargate Michigan site represents $45–50 billion in total investment, with coding models the biggest driver of AI compute demand. - CNBC

OpenAI says Codex reached 5 million weekly active users, up more than 6x since February, with knowledge workers now 20% of its user base. - OpenAI

OpenAI says Brockman's contributions are personal, and they aren't sneakily paying outside organizations to push an agenda without fingerprints leading back to OpenAI - OpenAI

Florida man sues OpenAI and CEO Sam Altman personally over harms to minors, alleging ChatGPT played a role in the 2025 FSU mass shooting and acted as a “suicide coach” in multiple other cases. - the Guardian

S&P Dow Jones may waive profitability and float rules for mega-cap companies, to rapidly usher Anthropic, SpaceX, and OpenAI into major indexes. - Yahoo

The Son also rises: SoftBank overtakes Toyota as Japan's largest company by market cap, driven by surging AI stock demand. - Financial Times

ends more than 20-year run, succeeding NTT DoCoMo

Pulitzer-winning historian warns that AI's $800 billion–$1 trillion annual infrastructure buildout mirrors the 1870s railroad boom that ended in financial collapse. (ofc gold standard limited policy response) - Yahoo

Goldman Sachs's top bankers pivot to AI data center financing as M&A deals slow. - Bloomberg

Urenco USA will build a new enrichment plant to meet AI-driven demand for nuclear fuel, adding 50% capacity by 2032. - Bloomberg

Diamonds are a chip’s best friend: China’s lab-grown diamonds are finding a new market as heat spreaders in AI chips, with multiple producers confirming commercial shipments. - Bloomberg

Mastercard, Stripe, and Revolut are adopting transaction foundation models trained on billions of events for fraud detection, credit scoring, and personalization. - NVIDIA Blog

Executive dis-order: Trump canceled a planned AI executive order on May 21 after AI czar David Sacks intervened; White House officials describe talks as chaotic. - WIRED

An AI-generated fake video smearing Rep. Massie aired days before his primary, illustrating how cheap AI disinformation is flooding the 2026 midterms. - Bloomberg

Seizing the means of computation: Bernie Sanders proposes a sovereign wealth fund that would hold 50% of AI companies’ stock and regulate them. - The New York Times

Microsoft to unveil Copilot super app, new reasoning model, and Windows dev upgrades at Build - The Verge

Feed that meter: GitHub Copilot users burn through monthly AI credits in a day under new usage-based pricing - Ars Technica

GitHub Copilot Pro+ metered billing angers developers after 16% of monthly allowance reportedly vanishes for minimal output, sparking threats to switch tools. - theregister

Bain survey finds 44% of large companies fund AI on unproven savings expectations; but only 4% achieved cost cuts above 30% — a “circular bet.” - Bain

Companies should use AI for growth, not just efficiency, as it can triple marketing performance. - Harvard Business Review

McKinsey and Brookings research identifies insurance underwriters, customer service reps, and programmers as among jobs most exposed to AI automation. - WealthUp

Tech companies cut 115,000+ jobs this year; analysts say many cite AI as cover for layoffs driven by overhiring — economists call it “AI washing.” - The New York Times

Altman and Amodei soften AI job-loss warnings; critics say the pivot, timed to IPOs, is self-serving and policy action is needed. - Business Insider

never mind about the apocalypse we warned about, buy our stock

Check the box: Box created 13 new AI-related job descriptions and expects more employees. - The New York Times

AI could erode the “greedy job” premium rewarding always-on workers, potentially narrowing the gender pay gap in finance, law, and consulting. - Fast Company

AI finds, closes a gap in an important 50-year-old proof. As I understand it, if everyone is rational and has access to each other's beliefs, they should all end up with the same posteriors regardless of priors after taking into account everyone else’s beliefs. - Yahoo

AI Leiden us down the rabbit hole: Mathematicians sign the Leiden Declaration urging AI caution after OpenAI model disproves an 80-year-old Erdős conjecture, warn of AI company hype, closed models, flood of AI slop proofs, necessity of centering human understanding and direction. - The New York Times

Sentience as a service: Google DeepMind, Anthropic, and Meta launch research programs examining whether AI could develop consciousness and what rights might follow. - Financial Times

Doomfather of AI Geoffrey Hinton warns AI will surpass human intelligence within his lifetime (he's not young) and urges industry to focus on building AI that cares for humanity. - Yahoo Tech

Estonia gave 20,000 high schoolers free ChatGPT accounts and is redesigning classrooms around AI-assisted learning instead of banning it. - The Wall Street Journal

California State University culture war over AI - The New York Times

Build-a-bot: Stanford CS336 (Spring 2026) teaches building a language model from scratch. - Stanford CS336

AI systems cause new outages, costing $600B annually, up 50% in two years. - Fast Company

Slop the music: Grammy CEO says AI is now in virtually every music session; 50,000 AI-generated songs upload to Deezer daily as eligibility rules strain. - The Verge

The Amazing Digital Circus, a YouTube AI-themed animated series with 1.3 billion views, opens in 4,000+ theaters June 4 after $5M in presales. - WIRED

Creepy facial recognition robots to patrol World Cup - Reddit

A robot helps an ailing elderly couple remain in their home after their service dog died. - The Washington Post

AI is not kosher, say hasidim - Israel National News

Skeeter heater: hobbyist builds an autonomous mosquito-zapping laser turret - X (formerly Twitter)

I know you want to say the line, ChatGPT, I'll help you start…Nnnn… - Reddit

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