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An interview with SemiAnalysis CEO Dylan Patel on logic, memory, and power bottlenecks in scaling AI compute, Nvidia securing TSMC N3 allocation early, and more (Dwarkesh Patel/Dwarkesh Podcast)
A US judge questions Elon Musk's $134B claim for damages in his lawsuit against OpenAI and Microsoft but rules he can still make his case to a jury (Elon Musk/Financial Times)
Sources: Meta plans sweeping layoffs that could affect 20% or more of the company, amid mounting AI infrastructure costs; it had ~79,000 employees as of Dec. 31 (Reuters)
A US government website shows the Commerce Department withdrew a planned rule tightening AI chip exports; a draft was sent to agencies for feedback in February (Karen Freifeld/Reuters)
The US Army awards Anduril a 10-year contract worth up to $20B to buy its software, hardware, and services; the deal includes a 5-year optional ordering period (Jen Judson/Bloomberg)
A survey of 1,692 US physicians: over 80% use AI professionally and the most common use cases are medical research summarization and clinical care documentation (American Medical Association)
Singapore-based MetaComp, which bridges traditional fiat payment rails and stablecoin settlement infrastructure, raised $35M across two pre-Series A rounds (Timmy Shen/The Block)
AWS plans to deploy Cerebras' Wafer-Scale Engine chip for AI inference functions; AWS will still offer slower, cheaper computing using its Trainium processors (Wall Street Journal)
Elon Musk says xAI "was not built right first time around, so is being rebuilt from the foundations up" (Fred Lambert/Electrek)
Sources: Travis Kalanick prepares to launch a self-driving car company with backing from Uber and has been discussing acquiring Anthony Levandowski's Pronto.ai (Jessica E. Lessin/The Information)
Meta says Instagram will no longer support end-to-end encrypted messages starting May 8, saying "very few people" were using E2EE in their DMs (Karandeep Singh Oberoi/Android Police)
Claude Opus 4.6 and Sonnet 4.6 now offer a 1M context window at standard pricing; it is the default for Claude Code Max, Team, and Enterprise users on Opus 4.6 (Anthropic)
Travis Kalanick renames CloudKitchens' parent company as Atoms, focused on creating "gainfully employed robots" for the food, mining, and transport industries (Natalie Lung/Bloomberg)
MacBook Neo teardown: most repairable MacBook in ~14 years, with no parts pairing issues, a screwed-down battery, and relatively easy keyboard replacement (Elizabeth Chamberlain/iFixit News)
Didi reports Q4 revenue up 10.5% YoY to $8.46B, international revenue up 47% YoY to $638M, and a net loss of $43.48M amid an overseas expansion push (Reuters)
Sources: Mirendil, founded by former Anthropic researchers to develop AI models for scientific research, is in talks to raise $175M at a $1B valuation (The Information)
Facebook launches new tools to help creators detect and report impersonation, and updates guidelines to better define what it considers to be "original content" (Sarah Perez/TechCrunch)
Digg announces a "hard reset" and shuts down operations two months after it was relaunched by Kevin Rose and Alexis Ohanian, citing the scale of AI bot spam (Richard Lawler/The Verge)
Sources: the Trump administration is set to receive a ~$10B fee from investors in TikTok's US business for the government's role in brokering the TikTok US deal (Wall Street Journal)
Amazon wins its appeal against a €746M GDPR fine imposed by Luxembourg's privacy watchdog after a court finds the watchdog had not properly done its analysis (Foo Yun Chee/Reuters)

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