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<!--[if !gte mso 9]><!----><span class="mcnPreview Text" style="display:none; font-size:0px; line-height:0px; max-height:0px; max-width:0px; opacity:0; overflow:hidden; visibility:hidden; mso-hide:all;">OpenAI's new GPT-4o-powered image generator is now available to all users; Sam Altman last week mentioned a limit of three images per day for free-tie</span><!--<![endif]-->
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<span style="color:#455;font-weight:bold;">Tomorrow's events: </span>
<span class="event"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=5c00892257&e=06cea4a9e4" style="text-decoration: none;color: #004860;">Nintendo Switch 2 media event</a></span>
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top news
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<span class="title" style="font-size: 24px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=04fed2ef3f&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">OpenAI's new GPT-4o-powered image generator is now available to all users; Sam Altman last week mentioned a limit of three images per day for free-tier users</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Ivan Mehta / </span><span class="pub_name">TechCrunch</span>)</span>
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<span class="excerpt">OpenAI's new image generator, powered by its GPT-4o model, is now available to all users … </span>
<span class="cite">(Ivan Mehta / TechCrunch)</span>
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<div class="tweet" style="padding: 1px 0;">
<img class="tweet_image" width="12" src="https://techmeme.com/img/twitter_x.png" style="width: 12px;">
<a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=fe954653a1&e=06cea4a9e4" style="text-decoration: none;color: black;">@sama:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=40bd6a3983&e=06cea4a9e4" style="text-decoration: none;color: black;">working as fast we can to really get stuff humming; if anyone has GPU capacity in 100k chunks we can get asap please call!</a>
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<div class="tweet" style="padding: 1px 0;">
<img class="tweet_image" width="12" src="https://techmeme.com/img/twitter_x.png" style="width: 12px;">
<a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=859bf3c166&e=06cea4a9e4" style="text-decoration: none;color: black;">@firstadopter:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=6430efe712&e=06cea4a9e4" style="text-decoration: none;color: black;">I'm not a rocket scientist but this is a bullish sign for GPU demand. Recent media coverage (sup The Information) saying AI demand is softening seems disconnected from reality. “if anyone has GPU capacity in 100k chunks we can get asap please call!”</a>
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<div class="tweet" style="padding: 1px 0;">
<img class="tweet_image" width="12" src="https://techmeme.com/img/twitter_x.png" style="width: 12px;">
<a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=a6a824d222&e=06cea4a9e4" style="text-decoration: none;color: black;">@andrewcurran_:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=ecc8f5c84e&e=06cea4a9e4" style="text-decoration: none;color: black;">ChatGPT has reached 20 million paid subscribers, this means they have added about 5 million paid users in the last four months. OpenAI's revenue has grown 30% in the last three months. They are taking off.</a>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=499cd04f6c&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">OpenAI says ChatGPT has hit 20M paid subscribers, up from 15.5M at the end of 2024, suggesting the startup is making $415M+ in revenue per month, or $5B/year</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">The Information</span>)</span>
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<span class="title" style="font-size: 24px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=87d0679bf3&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Circle files for a US IPO, with plans to list on the NYSE under CRCL; Circle, which issues the USDC stablecoin, is reportedly seeking a $4B to $5B valuation</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">CNBC</span>)</span>
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<span class="excerpt">Circle, the company behind the USDC stablecoin, has filed for an initial public offering … </span>
<span class="cite">(CNBC)</span>
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<img class="tweet_image" width="12" src="https://techmeme.com/img/twitter_x.png" style="width: 12px;">
<a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=30be7d01f9&e=06cea4a9e4" style="text-decoration: none;color: black;">@jamesjho_:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=4c20c44d78&e=06cea4a9e4" style="text-decoration: none;color: black;">Circle earned ~$1.7b revenue in 2024 and paid out $900M+ to @coinbase as a distribution partner That ~$1B going to Coinbase likely comes with little to no cost/opex to serve. At 10x earnings = $10 B mkt cap and likely contributes ~25% of $COIN valuation</a>
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<div class="tweet" style="padding: 1px 0;">
<img class="tweet_image" width="12" src="https://techmeme.com/img/twitter_x.png" style="width: 12px;">
<a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=ccc3811568&e=06cea4a9e4" style="text-decoration: none;color: black;">@mdudas:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=3a7f86d06c&e=06cea4a9e4" style="text-decoration: none;color: black;">everyone found out that coinbase makes more on usdc than circle, same as base making a killing by being an “eth-aligned” central sequencer chain</a>
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<div class="tweet" style="padding: 1px 0;">
<img class="tweet_image" width="12" src="https://techmeme.com/img/twitter_x.png" style="width: 12px;">
<a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=98f181ffe5&e=06cea4a9e4" style="text-decoration: none;color: black;">@0xjaypeg:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=93fc490ebd&e=06cea4a9e4" style="text-decoration: none;color: black;">Circle grew revenue 100x (!!) from 2020 to 2023 2020: 15.4m 2021: 84.9m 2022: 772m 2023: 1.5b 2024: 1.7b I guess that's what happens when you combine product market fit with the fastest rate hikes in history! [image]</a>
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<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="big_story">
<table class="leading_item" style="border-collapse: collapse;">
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<span class="title" style="font-size: 24px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=52aa9899c3&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: a16z is in talks to join the Oracle-led frontrunner bid for TikTok's US arm, after being approached along with Blackstone Group and others</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Financial Times</span>)</span>
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<span class="excerpt">Venture capital group could join last-gasp bid by allies of Donald Trump to take control of video app owned by ByteDance</span>
<span class="cite">(Financial Times)</span>
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<div class="tweet" style="padding: 1px 0;">
<img class="tweet_image" width="12" src="https://techmeme.com/img/twitter_x.png" style="width: 12px;">
<a class="tweet_cite" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=8e09d4742f&e=06cea4a9e4" style="text-decoration: none;color: black;">@chrisfralic:</a>
<a class="tweet_body" href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=0ab03db5e1&e=06cea4a9e4" style="text-decoration: none;color: black;">Not surprised to see them in the TikTok bidding - but who is actually approving the sale and winner? Last I heard Bytedance said it had no intention of selling. [image]</a>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=115e7516c7&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: WH national security adviser Michael Waltz and other National Security Council members have conducted government affairs over personal Gmail accounts</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">John Hudson / </span><span class="pub_name">Washington Post</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=3d6f562386&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Intel Delivers powerful CPUs for AI and Networking</a></span>
<span class="excerpt" style="color: black;font-size: 16px;"> — With the onset of AI, businesses demand powerful and efficient CPUs. Explore new Intel Xeon 6 processors, for the broadest set of workloads with leadership performance and lower TCO.</span>
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<a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=1b7c5a1d93&e=06cea4a9e4" style="text-decoration: none;">
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=c37342d14d&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: Meta is ramping up work on its first glasses with a display, codenamed Hypernova, which it could debut as early as the end of 2025 for $1,000 to $1,400</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Mark Gurman / </span><span class="pub_name">Bloomberg</span>)</span>
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<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=853bf7e952&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: SoftBank is seeking a bridge loan of as much as $16.5B to help fund AI investments in the US, its largest-ever borrowing denominated solely in USD</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Bloomberg</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=919fea966b&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Google is bringing its immersive Rewarded Video ads to Roblox, letting users watch ads in exchange for in-game benefits like virtual currency or power-ups</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Kendra Barnett / </span><span class="pub_name">Adweek</span>)</span>
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<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=4531a7f50f&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: Visa offered Apple ~$100M to become the Apple Card's payment network; Amex is also competing while Mastercard is trying to keep its role as the network</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">AnnaMaria Andriotis / </span><span class="pub_name">Wall Street Journal</span>)</span>
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<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=10a09b8f1a&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: in recent weeks, Meta executives including Mark Zuckerberg have pressed US trade officials to oppose an impending EU fine and cease-and-desist order</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Wall Street Journal</span>)</span>
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</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=15482de096&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Mozilla says it's developing Thundermail, an email service with a privacy focus set to get a web client, as part of an upcoming paid Thunderbird Pro service</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Jason Evangelho / </span><span class="pub_name">Forbes</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=bfd0a77c1e&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: US Commerce Secretary Howard Lutnick signals withholding promised CHIPS Act grants as he pushes companies to substantially expand their US projects</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Bloomberg</span>)</span>
</td>
</tr>
</table>
<table class="clustered_items" style="border-collapse: collapse;">
<tr><td style="padding:0px 10px 0 32px;">
<ul style="padding:0px 10px 0px 0px;">
<li class="sub_item" style="margin:10px 0 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=2247c0fbf7&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: TSMC's recent $100B US investment pledge was merely an estimated price tag for existing long-term plans and reflects an intention rather than a promise</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Kathrin Hille / </span><span class="pub_name">Financial Times</span>)</span>
</li>
</ul>
</td></tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=47cad73f18&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">With the Switch 2, Nintendo must do what it has rarely done before: follow one hit console with another; Nintendo sold 150M+ Switch units since its 2017 launch</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Bloomberg</span>)</span>
</td>
</tr>
</table>
<table class="clustered_items" style="border-collapse: collapse;">
<tr><td style="padding:0px 10px 0 32px;">
<ul style="padding:0px 10px 0px 0px;">
<li class="sub_item" style="margin:10px 0 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=47f23d44d8&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Ahead of the Switch 2, Nintendo is branching out to use its characters in cinema, theme parks, and merch in a Disney-like way to create more consistent revenue</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Takashi Mochizuki / </span><span class="pub_name">Bloomberg</span>)</span>
</li>
</ul>
</td></tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=5d02ad3344&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">In a new strategy, Amazon plans to release 14 to 16 movies per year in theaters, rivaling other major studios, with most running for 45 days before streaming</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Nicole Sperling / </span><span class="pub_name">New York Times</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=51b0d1000f&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Tether acquired 8,888 bitcoin worth ~$735M in Q1 2025, taking its total holdings to ~$7.8B and making it the sixth-largest holder of bitcoin in a single wallet</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Yogita Khatri / </span><span class="pub_name">The Block</span>)</span>
</td>
</tr>
</table>
</div>
</div>
<div class="section" style="margin-top: 12px;">
<div class="section_header uppercase" style="border-bottom: 3px solid #004860;letter-spacing: 1px;color: #004860;font-weight: bold;padding: 4px 10px;text-transform: uppercase;">
artificial intelligence
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="first_in_section story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=fada5bc21c&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">The USPTO suspends xAI's Grok trademark application, saying the name could be confused with companies Groq and Grokstream; startup Bizly claims it owns “Grok”</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Zoë Schiffer / </span><span class="pub_name">Wired</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=29da6f3959&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">YouTube suspends two major fake movie trailer channels from its partner program, after a report on how the AI-heavy trailers generated millions in ad revenue</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Jake Kanter / </span><span class="pub_name">Deadline</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=e2e6756f78&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Current and former Google DeepMind scientists say a tougher vetting process and more bureaucracy at the Google AI arm have made it harder to publish AI research</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Financial Times</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=f4bed5d1fc&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Similarweb: Gemini's web app had 10.9M average daily visits in March, up 7.4% MoM; Sensor Tower: Claude and Gemini saw activity jump after flagship model debuts</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Kyle Wiggers / </span><span class="pub_name">TechCrunch</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=29b24ce802&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Earlier in 2025, Microsoft closed its IoT & AI Insider Lab in Shanghai, opened in May 2019, marking a pullback from China amid geopolitical tensions with the US</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Wency Chen / </span><span class="pub_name">South China Morning Post</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=5e5e634d62&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">The Alan Turing Institute, the UK's flagship AI agency, plans to focus on defense, environment, and health, after staff criticized its leadership in December</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Financial Times</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=abfb4c48f9&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Match Group unveils The Game Game, a free voice-based game in Tinder that invites users to flirt with chatbots powered by OpenAI's GPT-4o and GPT-4o mini models</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Natalie Lung / </span><span class="pub_name">Bloomberg</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=74d11aae5d&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Lightmatter, which uses silicon photonics to move data between chips via light, unveils an interposer and a chiplet for AI chips; the startup has raised $850M</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Stephen Nellis / </span><span class="pub_name">Reuters</span>)</span>
</td>
</tr>
</table>
</div>
</div>
<div class="section" style="margin-top: 12px;">
<div class="section_header uppercase" style="border-bottom: 3px solid #004860;letter-spacing: 1px;color: #004860;font-weight: bold;padding: 4px 10px;text-transform: uppercase;">
personnel changes
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="first_in_section story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=b0177582c9&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Meta VP of AI Research Joelle Pineau says she plans to leave in May 2025 after eight years; she has led the FAIR group since early 2023 and reports to Chris Cox</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Kurt Wagner / </span><span class="pub_name">Bloomberg</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=cffb4b8903&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Samsung says TM Roh, who oversees mobile, will temporarily step into a broader role overseeing its consumer electronics, after the death of co-CEO Han Jong-Hee</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Yoolim Lee / </span><span class="pub_name">Bloomberg</span>)</span>
</td>
</tr>
</table>
</div>
</div>
<div class="section" style="margin-top: 12px;">
<div class="section_header uppercase" style="border-bottom: 3px solid #004860;letter-spacing: 1px;color: #004860;font-weight: bold;padding: 4px 10px;text-transform: uppercase;">
infosec
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="first_in_section story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=75f737e2cc&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">TTP: Apple's and Google's app stores host “private browsing” apps operated by Shanghai-listed Qihoo 360, sanctioned by the US in 2020 for Chinese military ties</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Financial Times</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=9c2bc2f47b&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Microsoft says it used its AI-powered Security Copilot to discover previously unknown vulnerabilities in the GRUB2, U-Boot, and Barebox open-source bootloaders</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Bill Toulas / </span><span class="pub_name">BleepingComputer</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=873e9411c7&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">The US needs a new cybersecurity strategy, but offensive cyber operations are unlikely to deter Chinese state-sponsored hacking and come with significant risk</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Marcus Hutchins / </span><span class="pub_name">MalwareTech</span>)</span>
</td>
</tr>
</table>
</div>
</div>
<div class="section" style="margin-top: 12px;">
<div class="section_header uppercase" style="border-bottom: 3px solid #004860;letter-spacing: 1px;color: #004860;font-weight: bold;padding: 4px 10px;text-transform: uppercase;">
social networks
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="first_in_section story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=1ac4b37558&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">TikTok is shutting down its Instagram rival TikTok Notes on May 8, 2025, directing users to Lemon8, a similar ByteDance app with 12.5M MAUs as of December 2024</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Aisha Malik / </span><span class="pub_name">TechCrunch</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=6659e7df9e&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">A US judge rules Arkansas' Social Media Safety Act, which requires minors have parental permission before creating social media accounts, infringes on 1A rights</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Ufonobong Umanah / </span><span class="pub_name">Bloomberg Law</span>)</span>
</td>
</tr>
</table>
</div>
</div>
<div class="section" style="margin-top: 12px;">
<div class="section_header uppercase" style="border-bottom: 3px solid #004860;letter-spacing: 1px;color: #004860;font-weight: bold;padding: 4px 10px;text-transform: uppercase;">
smartphones
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="first_in_section story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=1915f2a391&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Leaked renders of the Google Pixel 10 Pro Fold show a design similar to its predecessor's; sources: it will feature a TSMC-made Tensor G5 chip and 16GB of RAM</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Alexander Maxham / </span><span class="pub_name">Android Headlines</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=3dc98351f9&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Some UK parents created Smartphone Free Childhood, a charity with a pact signed by 124K+, after the UK government watered down a bill banning phones in schools</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Megan Specia / </span><span class="pub_name">New York Times</span>)</span>
</td>
</tr>
</table>
</div>
</div>
<div class="section" style="margin-top: 12px;">
<div class="section_header uppercase" style="border-bottom: 3px solid #004860;letter-spacing: 1px;color: #004860;font-weight: bold;padding: 4px 10px;text-transform: uppercase;">
funding deals
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="first_in_section story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=9b3ed85d74&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Source: Agility Robotics, a maker of humanoid robots led by Peggy Johnson, is raising $400M at a $1.75B pre-money valuation; ~100 of its robots are in the field</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Rocket Drew / </span><span class="pub_name">The Information</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=e61f1bccc5&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: Finland-based IQM, which builds full-stack superconducting quantum computers, is in talks to raise €200M+; IQM raised a €128M Series A2 in July 2022</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Yazhou Sun / </span><span class="pub_name">Bloomberg</span>)</span>
</td>
</tr>
</table>
</div>
<div style="width:100%;border-top:1px solid lightgray;padding:14px 0;" class="story">
<table class="leading_item" style="border-collapse: collapse;">
<tr>
<td style="padding:5px 10px 0;">
<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=8d25054280&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">LightSource, whose software helps companies manage their procurement processes, costs, and vendor relationships, raised $33M led by Bain Capital and Lightspeed</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Lora Kolodny / </span><span class="pub_name">CNBC</span>)</span>
</td>
</tr>
</table>
</div>
</div>
<div class="section" style="margin-top: 12px;">
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=ce1c36d299&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Google rolls out a new Gmail encryption model for enterprises in beta that doesn't require senders or recipients to use custom software or exchange certificates</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Jess Weatherbed / </span><span class="pub_name">The Verge</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=406545c5f5&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">CoreWeave's stock closed up 41.77% at $52.57 in its third trading day, bouncing back above its $40 IPO price and bringing the company's market cap to ~$24.89B</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Samantha Subin / </span><span class="pub_name">CNBC</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=c4768e6770&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Amazon resumes drone deliveries in Texas and Arizona, after halting them in January to roll out a software update to fix issues with the drone's altitude sensor</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Annie Palmer / </span><span class="pub_name">CNBC</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=a4539e4833&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Sources: CaaStle, a clothing inventory monetization platform that raised $530M+, is almost broke and is accusing its founder and ex-CEO of financial misconduct</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Dan Primack / </span><span class="pub_name">Axios</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=dd5a521f4b&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Protecting your Cloud Applications Data</a></span>
<span class="excerpt" style="color: black;font-size: 16px;"> — Backing up Office 365, Google Workspace, Dropbox & Box data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=4516242b2b&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Xiaomi says it is cooperating with a Chinese police investigation into a fatal crash involving its EV while the driver was using its autonomous driving features</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">New York Times</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=771777871c&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">PayPal's Honey extension for Chrome has lost ~4M users from its peak of 20M after a viral December 2024 YouTube video accused Honey of employing shady tactics</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Ben Schoon / </span><span class="pub_name">9to5Google</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=9b0c711c4a&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Coinbase's stock fell 31% in Q1 2025, its worst quarterly performance since FTX collapsed in 2022; nearly every major crypto-linked stock plunged alongside it</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Matthew Griffin / </span><span class="pub_name">Bloomberg</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=5c39c3d9fc&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Uncertainty and fear around high-skilled visas is rattling Silicon Valley's immigrant community, as tech companies tell employees on visas not to leave the US</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">Washington Post</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=8629040d77&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">A look at Shanghai government-backed SpaceSail, a satellite internet startup that has launched ~90 satellites since 2024 and plans to have 15K launched by 2030</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">Lam Le / </span><span class="pub_name">Rest of World</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=c3c2e27a78&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">Industry executives say Rapido has a 20% ride-hailing market share in India's four-wheeler segment, Uber has ~50%, and Ola holds most of the remaining 30%</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="pub_name">The Economic Times</span>)</span>
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<span class="title" style="font-size: 18px;"><a href="https://techmeme.us14.list-manage.com/track/click?u=94ccd3ae223561415b05892ab&id=a2e8c0e371&e=06cea4a9e4" style="text-decoration: none;color: #004860;font-weight: bold;">A Blind survey of 1,450 verified IT professionals in India: 83% reported experiencing burnout, with 72% saying they routinely exceed the 48-hour workweek limit</a></span>
<span class="cite" style="color: #888;display: inline-block;white-space: nowrap;">(<span class="author">John Xavier / </span><span class="pub_name">The Hindu</span>)</span>
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