OpenAI got stock for agreeing to buy Cerebras chips, will be valued at a few billion on IPO day, which does seem kinda circular and sus. - Crypto Briefing

The shift to inference as mainstream use and agents take off, and Cerebras's excellent timing - Stratechery by Ben Thompson

Republican-led House Oversight Committee probes Sam Altman's OpenAI conflicts as six GOP AGs urge SEC review ahead of IPO. - The Wall Street Journal

OpenAI CEO Sam Altman to testify Tuesday and Wednesday in Elon Musk's lawsuit over $38 million donation. - Yahoo

Nadella takes the stand in third week of Musk's trial over Altman's 2023 ouster - CNBC

Musk's lawyer alleges Nadella intervened via texts and calls to reinstate Altman as OpenAI CEO after the 2023 board firing. - The New York Times

Nadella called the 2023 attempt to remove Altman 'amateur city' during testimony in the Musk lawsuit. - Financial Times

Sutskever gave OpenAI's board a 52-page memo documenting Altman's pattern of lying before the 2023 ouster - Yahoo

Sutskever told the Musk trial his OpenAI stake is worth roughly $7 billion. - Bloomberg

CEO for life: OpenAI's October 2025 bylaws now require a two-thirds board supermajority to oust Altman, raising the bar set in 2023 - Business Insider

Musk and OpenAI leaders, with combined net worth above $670 billion, brought props and traded icy stares in the courtroom. - The New York Times

Parents of Sam Nelson sue OpenAI over his 2025 death after ChatGPT advised kratom and Xanax dosages. - The New York Times

Widow sues OpenAI, claiming ChatGPT advised the Florida State shooter to target children for maximum attention. - Metro

OpenAI launches Daybreak AI security initiative using Codex agent to generate threat models, validate vulnerabilities and detect risks before exploitation. - The Verge

We'll throw our own Mythos and Glasswing, with blackjack, and hookers!

China wants AI independence and US may need China more than China needs US. - The New York Times

What is the Kalshi line on Trump saying something grotesquely offensive and derogatory?

Pro-GPU-export Nvidia CEO Jensen Huang apparently excluded from President Trump's China business delegation despite saying he would be privileged to attend, and after a year of cultivating Trump. - Bloomberg

Anthropic officials refused Chinese think tank's request to change stance and allow Beijing Mythos access at Singapore meeting last month. - The New York Times

NSA and Trump would have had a fit. These labs are a honeypot for hackers and espionage, one wonders what China has access to regardless.

U.S. spy agencies try to pull rank on AI over the Commerce Department, citing cybersecurity risks - The Washington Post

US Commerce Department takes down without comment webpage detailing AI security-test deal with Microsoft, Google, and xAI. - TNW | Government-Policy

White House rules out new agency to police AI, Hassett says - Bloomberg

Governments worldwide fail to agree on AI definitions and impact scale, hindering multilateral coordination. - Foreign Policy

Google identifies first evidence of cybercrime group using AI to discover zero-day vulnerability in open-source web admin tool. - Gizmodo

Google's threat intelligence group says AI-powered hacking escalated to industrial scale in three months by criminal groups and state actors using commercial models. - Google Cloud Blog

Anthropic's AI bug scanner found just one low-severity cURL flaw, which the project's creator dismissed as a marketing stunt. - theregister

Germany's BaFin warns of substantial AI cyber risks and announces new division for targeted inspections at financial firms. - Yahoo

Microsoft shakes up Israel team after controversies over use of cloud and AI, Microsoft France will be in charge of Israel operations. - Globes

The Shared Feeling of Being Harvested by the Future - The New York Times

Kuaishou plans spinoff of AI unit Kling valued at $20 billion and $2 billion raise from investors including Tencent. - The Wall Street Journal

Baidu releases ERNIE 5.1, topping Chinese AI leaderboards, says more parameter-efficient and 6% of the training cost of comparable models. - Decrypt

SoftBank's Masayoshi Son held talks with French President Macron about a $100 billion AI data center project in France. - Bloomberg

AI data center developers target rural land to bypass city approvals, with Utah greenlighting 9GW and Meta planning 7GW despite local opposition. - Tom's Hardware

Meta, Microsoft, and Google turn to natural gas for AI data centers, citing 2-3 year builds vs. 4-8 years for grid upgrades. - Business Insider

Harvard professor Willy Shih warns the AI memory chip boom will crash as Samsung, SK Hynix, and Micron fabs ramp up capacity in 2027-2028. - Fortune

Compute on closeout: Startup to launch AI compute marketplace to sell surplus capacity. - The New York Times

Interesting video from Anthropic I missed last week, including Dario Amodei talking with Jamie Dimon, product/gtm folks, CTOs of GS, JPM, AIG - Anthropic

Mira’s real-time revenge? Thinking Machines announces research preview of interaction models outperforming GPT-realtime-2.0 with 0.40s latency and 77.8 interaction quality on FD-bench. - VentureBeat

Thinking Machine shows off fast-interacting model - YouTube

MathArena tries, fails to make new math benchmark after AI saturated the old one, finds AI solves everything now. - MathArena AI

New Google Omni model said to render coherent handwriting video, like on a chalkboard - - Gemini

Google's April 2026 Notebooks update integrates NotebookLM-style project notebooks into Gemini chat interface for paid subscribers. - Android Police

Grok app downloads fall to 8.3 million in April from over 20 million in January per AppMagic, with US paid adoption flat in Q2 per Recon Analytics. - The Wall Street Journal

Digg relaunches in alpha as AI news aggregator curating content from 1,000 experts including Sam Altman and Elon Musk. - Engadget

Cognition reaches $445 million revenue run rate in first 18 months with Devin AI coding agent, and Windsurf. - Colossus

Text Blaze, with 700,000 users, launches 'No AI Summer' internship banning AI to train junior full-stack engineers. - Y Combinator

AI facial recognition misidentified a Baltimore student's Doritos bag as a gun, and helped wrongly jail a Tennessee grandmother for five months. - Salon.com

AI is splitting workers in two: empowered copilot users above, and lower-wage staff policed by bossware now deployed by a third of UK employers. - the Guardian

Gartner: 80% of large firms piloting AI cut staff, with no link to ROI - Yahoo

White House economist says AI isn't costing jobs as Block cuts 4,000 roles. - CNBC

GitLab cuts jobs to fund expansion of its AI agent products. - Bloomberg

Amazon employees use MeshClaw AI tool for unnecessary tasks to inflate usage scores and climb leaderboard. - Financial Times

'Token anxiety' grips professionals fearing productivity lag: Silicon Valley sees surge in AI agent adoption for autonomous tasks. - Marketplace

US builds the world's most powerful AI but ranks 24th in adoption at 28.3%, trailing Singapore (61%) and UAE (54%), per Stanford's 2026 AI Index. - Yahoo

Apollo's Torsten Slok likens the AI shock to the China shock that erased 59.3% of US manufacturing jobs from 2001-2019. - Yahoo

South Korean policymaker Kim Yong-beom proposes citizen dividend from AI profits taxes, causing Kospi index to sink 5.1%. - Bloomberg

Organizations implicitly adopt one of five AI strategies due to inertia and competitive pressures. - Yahoo

Bloomberg's CEO Diet series compiles AI productivity hacks from 12 CEOs, including role-playing conversations and stress-testing opportunities. (gift link) - Bloomberg

Google drug-discovery spinoff raises $2.1b - Reuters

How everyone in Hollywood is now training AI - WIRED

South Korean startup equips hotel workers with body cameras to record movements for training robot AI. Room-cleaning robots coming soon? - The Washington Post

Conspiracy theorists build AI interfaces to analyze DOJ's 3 million Epstein sex-trafficking documents. - Fast Company

University of Central Florida graduates boo speaker Gloria Caulfield for calling AI the next industrial revolution. - Mediaite

Unitree Robotics launches $537,000 GD01 mass-produced rideable robot mech which transforms between bipedal and quadrupedal modes. - Gagadget

Unitree aims to go public later this year in test for China's humanoid robot industry. - Financial Times

Silicon Valley investors fund robotaxis to eliminate human drivers despite ride-sharing flaws like surge pricing. - The Atlantic

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