Avsnitt

  • SpaceX is acquiring Cursor for $60B days after its blockbuster IPO, as its stock soared 20% on day one. Anthropic's standoff with the Trump administration churned on without resolution, OpenAI's 2025 spending hit $34B, and OpenRouter's Fusion claims to beat frontier models.



    SEC filing: SpaceX agrees to acquire Anysphere in a merger valuing the Cursor-developer at $60B, expected to close in Q3 2026 (Reuters)


    SpaceX has agreed to acquire AI coding startup Cursor in a $60B stock deal, less than two months after announcing a tie-up, to help its AI division catch up to the major labs (TechCrunch)


    SpaceX's stock closed up 19.6% on June 15, its first full day of trading; Musk said it "might be able to reach" ~$1T in revenue in 2030, up from $18.7B in 2025 (CNBC)


    Anthropic says its senior leaders met Trump admin officials on June 15, but no resolution was reached and both sides are working to resolve things quickly (The Information)


    A senior White House official says easing Friday's action on Anthropic will likely take more than a few days, but leaves the door open to a quick resolution (Politico)


    Ben Thompson argues Anthropic has near-perfect alignment between talent, mission, and business — a "safety superpower" he says he both respects and fears (Stratechery)


    Sources: audited financial figures show OpenAI spending hit $34B in 2025, including $19B on research and development and nearly $6B on sales and marketing (FT)


    OpenRouter debuts Fusion, a tool that prompts multiple AI models in parallel, claiming it can "reach and surpass Fable-level performance on deep research tasks" (OpenRouter)


    How OpenRouter Fusion works and how it beats frontier models — a "panel of models" approach that scored 69% on Perplexity's DRACO deep research benchmark (Digit)


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  • Anthropic sent staff to DC to resolve the Mythos 5 export crisis after Amazon's Jassy reportedly helped trigger the federal block. Fox is buying Roku for ~$22B, the UK bans social media for under-16s, and Chinese Tesla drivers fool monitoring with doll heads.



    Sources: senior Anthropic technical staff are in DC to meet WH officials and try to fix the Mythos 5 dispute; both sides say they are eager to resolve the issue (Axios)


    The US Commerce Dept blocked foreign persons from accessing Fable 5 and Mythos 5; Anthropic cut off all customers to comply, calling the disclosed jailbreaks minor (The Verge)


    Trump signed off on the restriction himself after Commerce Secretary Lutnick was asked to lead the response (NYT)


    Amazon researchers showed Fable's safeguards could be evaded; Jassy raised it with Treasury's Bessent, helping set the export controls in motion (WSJ)


    Fox says it is acquiring Roku in its largest deal yet, valued at ~$22B including debt, giving it access to 100M+ streaming households globally; FOX drops 10%+ (WSJ)


    Keir Starmer says the UK will ban social media for under-16s to "give kids their childhood back", using an Australia-like model, in effect by next spring (Reuters)


    UK's under-16 ban will cover Snapchat, TikTok, YouTube, Instagram, Facebook, and X but exempt WhatsApp and Signal; AI companion chatbots must be 18+ (TechCrunch)


    Chinese Tesla drivers are using tiny plastic heads to fool Tesla's distracted-driving controls, which appear unable to distinguish figurines from real people (Wired)


    Chinese Tesla owners use figurines, photos, lenticular images, and looping face videos to bypass cabin-camera monitoring, sold for $10–$40 online (Digital Trends)


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  • SpaceX priced the biggest IPO ever at $135/share, raising $75B and debuting at $1.77T. ShinyHunters exploited an unpatched Oracle PeopleSoft flaw hitting 100+ organizations, Mistral seeks €3B at €20B, MrBeast hit 500M subscribers, and SBF lost his appeal.



    SpaceX raises $75B in the biggest-ever IPO, pricing 555.6M shares at $135 each, giving it a market value of $1.77T (Bloomberg)


    Founders Fund's ~3% SpaceX stake is worth $50B+, Sequoia's ~1.5% is worth $20B+, and a16z will see its biggest return ever at $10B+ (Bloomberg)


    Some investors question SpaceX's valuation, citing its $4.3B loss on $4.7B in revenue in Q1, as well as concerns over space data centers (NYT)


    Oracle warns customers of a critical PeopleSoft flaw after ShinyHunters claimed breaches of 100+ organizations using PeopleSoft; Oracle has not issued a patch (TechCrunch)


    Sources: French startup Mistral AI is in talks to raise ~€3B at a ~€20B valuation; it was last valued at €11.7B during a funding round in September 2025 (Bloomberg)


    MrBeast hits 500M subscribers on YouTube, a record for the platform (The Wrap)


    Sam Bankman-Fried loses his bid to overturn his fraud conviction and 25-year prison sentence over the collapse of FTX (Reuters)


    Longreads



    As companies are hit by rising AI costs, they are increasingly using tools that tap cheaper models, including some from China, putting price pressure on OpenAI and Anthropic (WSJ)


    Sixteen economists weigh in on what AI will mean for the US economy, workers, and workplaces; only two expect AI to actually create more jobs (WSJ)


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  • Anthropic backtracked on secretly degrading Fable 5 for AI researchers after fierce backlash. OpenAI considers drastic token price cuts anticipating war with Anthropic. Dario Amodei calls for FAA-style AI regulation, the FBI seized fake Chinese consulting domains, and DoorDash launches AI ordering.



    Anthropic backtracks on its decision to quietly limit Fable 5's ability to develop LLMs, saying "requests will visibly fall back to Opus 4.8", after backlash (Wired)


    Sources: OpenAI is considering drastically lowering the prices it charges users for tokens in anticipation of similar cuts the startup expects Anthropic to make (WSJ)


    Dario Amodei outlines policy responses to AI's exponential progress across regulation and public safety, macroeconomics and taxes, science, geopolitics, more (Dario Amodei)


    The FBI seizes 13 domains allegedly tied to fake consulting firms that sought information from US government and military employees for suspected Chinese agents (Reuters)


    YouTube rolls out a new in-app messaging system for sharing videos and having 1:1 conversations; it discontinued its previous Messages feature in September 2019 (9to5Google)


    DoorDash launches an in-app AI chatbot to let users order food and groceries and make reservations with photos and prompts (CNBC)


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  • The CFTC proposed prediction market rules banning bets on war and assassinations. SpaceX drew $250B+ in IPO demand far beyond its $75B target. Microsoft patched a record ~200 security flaws, Tesla has just 59 robotaxis, and Siri AI gets its first hands-on.



    Sources: the CFTC will propose new prediction market rules, banning bets it finds aren't in the public interest or that seem highly susceptible to manipulation (WSJ)


    Microsoft's June 2026 Patch Tuesday fixes a record nearly 200 security flaws, 33 rated Critical, as it and security researchers increasingly use AI to find bugs (Krebs on Security)


    Sources: SpaceX has drawn $250B+ of investor demand for what is poised to be the largest IPO to date, far beyond the $75B that SpaceX is aiming to raise (Reuters)


    Tesla has just 59 vehicles in its robotaxi fleet and is limited to three Texas cities after almost a year, nowhere close to Elon Musk's big promises (Bloomberg)


    Hands-on with Siri AI: successfully executed multistep prompts, understood context well, has strong guardrails, and seems a bit more dispassionate than Gemini (The Verge)


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  • Anthropic released Claude Fable 5, a guardrailed Mythos-class model, to the public and Mythos 5 to trusted partners. OpenAI confidentially filed for an IPO. Hackers injected credential-stealing malware into 70+ Microsoft GitHub repos, and Apple details its new Gemini-based foundation models.



    Anthropic releases Claude Fable 5, a "safe" Mythos-class model it says can't be used for cyberattacks, to the public, and Claude Mythos 5 to trusted orgs (Wired)


    OpenAI confidentially files for an IPO, says it has "not decided on timing yet", as "there are things we want to do that are likely easier as a private company" (CNBC)


    Microsoft disabled 70+ of its repos on GitHub, including Azure-related tools like azure-functions-host, after hackers added credential-stealing malware to them (TechCrunch)


    MG Siegler: after being left for dead in AI, Apple is set to win at the consumer level — the power of the default, superior product instincts, and no real competition (Spyglass)


    Ben Thompson: the iPhone is the true core of Siri AI, and Apple is the only company positioned to work across apps with personal context — as long as it's not vaporware (Stratechery)


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  • Apple unveiled Siri AI at WWDC, built on Google's Gemini, launching in beta with no firm date. Google signed a $920M/month SpaceX compute deal, Trump floats government equity stakes in AI labs, and OpenAI plans to turn ChatGPT into a superapp.



    Apple announces Siri AI, with on-screen awareness, personal context understanding, a Dynamic Island-based interface, and more, along with a new Siri app (9to5Mac)


    Filing: Google has agreed to pay SpaceX $920M per month for access to Nvidia chips as part of a cloud-services deal that runs through mid-2029 (Bloomberg)


    President Trump says he is weighing proposals for US government to hold equity stakes in leading AI labs, and will soon discuss the idea with their executives (Bloomberg)


    OpenAI plans to overhaul ChatGPT in the coming weeks, turning it into a superapp with coding tools and AI agents to serve as a gateway to higher-margin products (FT)


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  • Bots passed human web traffic for the first time, per Cloudflare's CEO. The S&P 500 rejected fast-entry for mega-cap IPOs like SpaceX. Anthropic embedded engineers at the NSA, Meta hid face-recognition code in its app, and Cambridge trialed the first AI-designed vaccine. Cloudflare CEO Matthew Prince says agentic traffic is "growing so fast that bots have now passed human traffic online for the first time" (Tom's Hardware) S&P Dow Jones rejects proposals to expedite S&P 500 eligibility for mega-cap IPOs such as SpaceX's; companies remain ineligible until one year after their IPOs (Bloomberg) Sources: Anthropic has embedded around half a dozen forward-deployed engineers within the NSA to help the agency deploy Mythos for offensive cyber operations (FT) Analysis: Meta discreetly added code for an unreleased "NameTag" face-recognition system for its AI smart glasses over multiple Meta AI app updates in 2026 (Wired) University of Cambridge researchers say they have developed the first vaccine with a key component entirely designed by AI and subsequently trialed it in humans (BBC)Longreads A preview of what to expect from WWDC on Monday, including iOS 27, a revamped Siri, macOS 27 Liquid Glass refinements, and more (Bloomberg) Ted Chiang argues LLM conversations are cleverly disguised sentence continuation, not consciousness, and that no intrinsic property of neural networks suggests otherwise (The Atlantic)Learn more about your ad choices. Visit megaphone.fm/adchoices

  • Google released Gemma 4 12B, a multimodal model that runs locally on 16GB devices. TSMC's CEO warned chip supply won't meet demand for years. Ramp raised $750M at $44B, and Anthropic says 80%+ of its merged code is now Claude-authored.



    Google releases Gemma 4 12B, an 11.95B-parameter unified, encoder-free open multimodal model that can run locally on devices with 16GB of VRAM or unified memory (VentureBeat)


    Public First: 26% of Americans support increased data center construction, the lowest share among 15 large countries, such as Brazil, Japan, the UK, and Canada (FT)


    Sam Altman and Dario Amodei are among the signatories on a public letter urging improved tracking of synthetic DNA that could be used in AI-developed bioweapons (Wired)


    TSMC CEO C.C. Wei says the company won't be able to fulfill the demand led by US customers even as more capacity comes online in the US over the next few years (Bloomberg)


    Corporate spending management platform Ramp raised $750M at a $44B valuation led by Iconiq, Singapore's GIC, and the OTPP, taking its total funding to $3B (Bloomberg)


    Anthropic details its progress toward recursive self-improvement, and its implications, and says 80%+ of the code merged into its codebase is authored by Claude (Anthropic)


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  • Microsoft dominated Build with Scout, an always-on Teams agent, the Surface RTX Spark Dev Box, its first reasoning model MAI-Thinking-1 aimed squarely at Anthropic, and Project Solara for agent-first devices. Trump signed a scaled-back AI executive order on cybersecurity.



    Microsoft announces Scout, an always-on enterprise AI agent built on OpenClaw that appears as a Microsoft Teams contact to automate tasks such as scheduling (Wired)


    Microsoft unveils a Surface RTX Spark Dev Box, featuring Nvidia's Arm-based RTX Spark, 128GB of unified memory, and a 100W thermal envelope, for local AI tasks (The Verge)


    Microsoft debuts MAI-Thinking-1, its first advanced reasoning AI model, trained "from the ground up on clean data, without distillation from third-party models" (The Verge)


    Microsoft unveils Project Solara, an Android-based platform for agent-first devices, with concept hardware and pilots planned at Best Buy, Target, and others (GeekWire)


    Microsoft unveils Microsoft Execution Containers, a Windows-level sandbox for AI agents, and says partners OpenAI, Nvidia, Manus, and Nous Research are using it (VentureBeat)


    President Trump signs a scaled-back AI EO that seeks to address AI's cybersecurity threats; sources say it imposes less scrutiny on AI than the scrapped version (Politico)


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  • Anthropic confidentially filed for an IPO that could come as soon as this fall, joining SpaceX and OpenAI in a $4T listing parade. Anthropic expands Mythos access to 15+ countries, Alphabet raises $80B for AI spending, and mathematicians publish a warning declaration on AI.



    Anthropic says it has confidentially filed for an IPO, which could happen as soon as this fall, joining OpenAI and SpaceX in preparing to go public in 2026 (NYT)


    Anthropic says it will extend Project Glasswing to organizations in 15+ countries, sources say giving Mythos access to Five Eyes, NATO, Samsung, SK, and others (FT)


    Alphabet is raising $80B through equity offerings, including a $10B investment deal with Berkshire, to fund AI spending, in one of the largest equity deals ever (Bloomberg)


    Sixteen mathematicians publish the Leiden Declaration on AI and Mathematics to warn of potential threats to the field, such as around accuracy and reliability (NYT)


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  • Nvidia unveiled the RTX Spark, an Arm-based consumer chip family built with MediaTek on TSMC 3, plus a DGX Station desktop that runs 1T-parameter models. Intel detailed its Crescent Island GPUs, MiniMax launched a coding model rivaling Opus 4.7 at 1/40th the price, and Anthropic bans AI in interviews.



    Nvidia announces the RTX Spark, an Arm-based consumer chip family it calls "the most efficient PC chip ever built", made on TSMC 3 in partnership with MediaTek (The Verge)


    Intel details its Crescent Island data center GPUs, built on its Xe3P architecture and using LPDDR5X memory instead of HBM, calling them "built for agentic AI" (Tom's Hardware)


    Nvidia unveils DGX Station for Windows, a desktop PC powered by a GB300 Grace Blackwell chip with up to 748 GB of memory, capable of running 1T-parameter models (SiliconAngle)


    Chinese AI developer MiniMax debuts M3, a new coding model that it says rivals Claude Opus 4.7, costing $0.12 per 1M input tokens, compared with $5 for Opus 4.7 (The Information)


    A look at Anthropic's hiring process, which prohibits AI use in interviews and features a culture interview that candidates describe as highly intense (Bloomberg)


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  • Anthropic dropped Opus 4.8 with dynamic workflows for Claude Code and raised $65B at a $965B valuation, overtaking OpenAI. Blue Origin's New Glenn exploded during testing, Amazon killed its AI usage leaderboard, and an AI startup offers free home cleaning for training data. Anthropic launches Opus 4.8, saying it's "more likely to flag uncertainties about its work and less likely to make unsupported claims", at the same price as 4.7 (TechCrunch) Anthropic raised a $65B Series H at a $965B post-money valuation, overtaking OpenAI's $852B valuation, and says its revenue run rate crossed $47B this month (NYT) Blue Origin's New Glenn rocket, which exploded during testing on Thursday, was set to ferry 48 Amazon Leo satellites on Monday; Amazon paid Blue Origin $2.7B (FT) Sources: Amazon has shut down an internal leaderboard that tracked employees' use of AI tools after workers tried to boost their scores with needless tasks (FT) AI startup Shift launches a free home cleaning service in NYC to record first-person video with a camera-equipped cap and use it to train robots (The Verge)Longreads Simon Willison on how coding agents gave Anthropic and OpenAI real product-market fit, burning $1,000+/month in tokens per power user and changing enterprise pricing (Simon Willison) Kirkland & Ellis, the world's highest-grossing law firm, is setting aside $500M to build its own AI platform rather than rely on tools available to its rivals (FT)Learn more about your ad choices. Visit megaphone.fm/adchoices

  • Valve hiked Steam Deck prices by up to $300 as RAMageddon hits consumer electronics. Bloomberg detailed Apple's Siri overhaul ahead of WWDC, Meta rolls out subscription plans for Instagram, Facebook, and WhatsApp, and Oura unveils a 40% smaller Ring 5.



    Valve hikes the Steam Deck OLED's prices due to "rising memory and storage costs": from $549 to $789 for the 512GB model and from $649 to $949 for the 1TB model (The Verge)


    Illustrations based on sources detail Apple's Siri overhaul, including a new UI, a chatbot-style app, and other major iOS 27 changes, ahead of WWDC on June 8 (Bloomberg)


    Meta rolls out Plus plans for Instagram, Facebook, and WhatsApp globally, and tests $7.99/month and $19.99/month Meta AI plans, and a $49.99/month creator plan (TechCrunch)


    Reactor, which says its AI platform can generate video in real-time with near-zero latency, emerges from stealth with a $59M Series A led by Lightspeed (Variety)


    Oura unveils the Oura Ring 5, with a 40% smaller form factor, improved sensing, and repositioned LEDs, on sale from June 4 for $399, up from the Ring 4's $349 (Bloomberg)


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  • Robinhood launched agentic stock trading, letting users link Claude or Cursor to dedicated accounts. Micron hit $1T market cap in record time on AI memory demand. YouTube now auto-labels AI content, a new coding benchmark crowns GPT-5.5 the clear leader, and Roku overhauls its homescreen.



    Robinhood launches a feature to let users link AI agents, such as Claude or Cursor, to separate, dedicated investment accounts for trading stocks autonomously (WSJ)


    Micron hit a $1T market value for the first time on May 26 after its stock closed up 19.29%, rising from $700B earlier in May, driven by high memory chip demand (CNBC)


    YouTube makes its AI content labels more prominent on desktop and mobile, and will apply them automatically if it detects "significant photorealistic AI use" (Variety)


    Roku launches its first major homescreen overhaul in over a decade, including a large "marquee" ad spot to tout apps or shows, in a bid to drive more engagement (Hollywood Reporter)


    Datacurve releases the DeepSWE coding benchmark, a 113-task test across 91 open-source repositories: GPT-5.5 leads at 70%, GPT-5.4 got 56%, and Opus 4.7 got 54% (VentureBeat)


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  • Pope Leo XIV released his AI encyclical alongside Anthropic co-founder Chris Olah. Huawei claims it can match 1.4nm chips by 2031, China imposed travel restrictions on AI talent, cybersecurity hiring surged amid the AI "bug-pocalypse," and American Airlines picked Starlink for in-flight Wi-Fi.



    Pope Leo XIV presents Magnifica humanitas, his encyclical on AI, calling for AI regulation, protection for children against hypersexualized AI images, and more (NYT)


    Huawei says it aims to make 1.4nm chips by 2031 using its "LogicFolding" tech, which is based on its new Tau Scaling Law intended to bypass Moore's Law limits (Nikkei)


    Sources: Chinese government agencies begin imposing overseas travel restrictions on individuals involved in advanced AI work, including at Alibaba and DeepSeek (Bloomberg)


    As AI tools like Mythos create a "bug-pocalypse", Glassdoor says Q1 cybersecurity job postings rose 11% YoY, and executive search firms are turning away clients (NYT)


    American Airlines picks SpaceX's Starlink for in-flight Wi-Fi on more than 500 planes; SpaceX already has contracts with United Airlines, Southwest, and others (CNBC)


    Google Fitbit Air review: slim, comfortable, and stylish, robust tracking, seven-day battery life, and cheaper than Whoop, but can only be worn on the wrist (The Shortcut)


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  • Chris is back! Hear about how he uses AI personally, and how I've been up at 3 am every day for the last month churning out my own vibecoding experiment.
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  • Quantum computing stocks surged after the US announced $2B in grants with equity stakes. Spotify jumped 13% on 2030 guidance targeting $100B in revenue. Anthropic expects $10.9B in Q2 revenue and its first-ever operating profit, while Trump pulled back an AI executive order after calls with Musk and Zuckerberg.



    Shares of quantum computing companies surged Thursday after the US government announced grants with equity stakes: D-Wave closed up 33%, Rigetti 30%, IBM 12% (CNBC)


    Spotify closed up 13% on Thursday after announcing new features and 2030 guidance, forecasting a compound annual growth rate in the mid-teens (CNBC)


    Workday reports Q1 revenue up 13% YoY to $2.54B vs. $2.52B est., and lifts its full-year forecast, saying its AI strategy is working; WDAY jumps 9%+ after hours (CNBC)


    Sources: Trump delayed signing the AI EO because "he just hates regulation"; there were questions about the EO giving the Treasury Department a leading role (Axios)


    Investor disclosures: Anthropic says it expects to generate $10.9B in revenue in Q2, up 127% from $4.8B in Q1, and turn a $559M operating profit, its first ever (WSJ)


    Longreads



    In more than two-thirds of the world's countries, birthrates have fallen below replacement, and researchers increasingly point the finger at smartphones and social media (FT)


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  • SpaceX filed publicly for its IPO on Nasdaq, revealing $18.7B in 2025 revenue, billions in losses, and Musk's 85.1% voting control. Anthropic pays SpaceX $1.25B per month for compute. Nvidia beat estimates again, Spotify launches Reserved ticketing, and Waymo suspends service over flooding.



    SpaceX files publicly for its IPO, choosing Nasdaq to make its debut under the symbol SPCX; Elon Musk's shares give him 85.1% of the voting power in the company (Bloomberg)


    SpaceX's S-1 reveals Anthropic is paying $1.25B per month through May 2029 under their Colossus compute deal, with a 90-day termination clause (The Verge)


    Spotify partners with Live Nation to launch Reserved, a new feature that sets aside tickets for the most dedicated fans, starting with Premium users in the US (Hollywood Reporter)


    Spotify debuts a desktop app for creating personal podcasts, competing with Google's NotebookLM, with support for daily briefings based on email and calendar (TechCrunch)


    Nvidia reports Q1 revenue up 85% YoY to $81.62B, above $78.86B est., Data Center revenue up 92% YoY to $75.2B, and announces an $80B share repurchase program (Nvidia)


    Waymo suspends operations in Atlanta and San Antonio as its robotaxis struggle with flooded roads and says it has yet to develop a "final remedy" for flooding (TechCrunch)


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