Sunday, May 31, 2026

Experts say ChatGPT, Gemini, and other Western AI models are turbocharging Iran's cyber operations, helping it develop malware and launch phishing attacks (Jacob Judah/Financial Times)

Jacob Judah / Financial Times:
Experts say ChatGPT, Gemini, and other Western AI models are turbocharging Iran's cyber operations, helping it develop malware and launch phishing attacks  —  Western AI models are turbocharging Tehran's cyber operations, helping it develop malware and launch attacks



AI adoption follows the J-curve path of general-purpose tech, like early US factory electrification, requiring years of investment before noticeable ROI gains (Exponential View)

Exponential View:
AI adoption follows the J-curve path of general-purpose tech, like early US factory electrification, requiring years of investment before noticeable ROI gains  —  A framework to understand your firm's AI transformation  —  I had tea with a senior exec at a well-known public tech company last month.



Sources: Apple delays iPhone-connected smart glasses to late 2027, aiming to disrupt the mid-tier $200-$500 eyewear market the way it disrupted the watch market (Mark Gurman/Bloomberg)

Mark Gurman / Bloomberg:
Sources: Apple delays iPhone-connected smart glasses to late 2027, aiming to disrupt the mid-tier $200-$500 eyewear market the way it disrupted the watch market  —  Also: The latest on iOS 27, iOS 28, new Apple TV and HomePod mini.  —  Apple isn't just going after Meta with its upcoming iPhone-connected smart glasses.



A look at AMD CEO Lisa Su's and Nvidia CEO Jensen Huang's contrasting China playbooks, with Su keeping a lower profile; China accounts for ~20% of AMD's revenue (Reuters)

Reuters:
A look at AMD CEO Lisa Su's and Nvidia CEO Jensen Huang's contrasting China playbooks, with Su keeping a lower profile; China accounts for ~20% of AMD's revenue  —  When AMD CEO Lisa Su arrived in China last week just days after Nvidia's CEO left, she kept a much lower profile than Jensen Huang …



Saturday, May 30, 2026

Anthropic cuts its list of unauthorized secondary market sellers from eight to four after the initial notice caused panic and pushback from investors (Yazhou Sun/Bloomberg)

Yazhou Sun / Bloomberg:
Anthropic cuts its list of unauthorized secondary market sellers from eight to four after the initial notice caused panic and pushback from investors  —  Anthropic PBC updated its warning about secondary markets for its shares, cutting the number of unauthorized platforms by half …



How Schneider Electric is using AI in call centers and manufacturing to complement employees' work and boost productivity, rather than to replace them (Patricia Cohen/New York Times)

Patricia Cohen / New York Times:
How Schneider Electric is using AI in call centers and manufacturing to complement employees' work and boost productivity, rather than to replace them  —  For many chief executives, success in adopting artificial intelligence is measured by the number of jobs they can eliminate.



Sources detail AI companies' engagement with US FERC as the energy regulator readies a June proposal to speed up data center connections to regional power grids (Politico)

Politico:
Sources detail AI companies' engagement with US FERC as the energy regulator readies a June proposal to speed up data center connections to regional power grids  —  “The hyperscalers, when they do come speak to us, they don't speak FERC,” Swett said.  “Their complaints about the utilities …



Sunday, May 24, 2026

A look at the scourge of smartphone thefts in London, as victims describe receiving texts threatening them into unlinking Apple IDs from stolen iPhones (New York Times)

New York Times:
A look at the scourge of smartphone thefts in London, as victims describe receiving texts threatening them into unlinking Apple IDs from stolen iPhones  —  Tens of thousands of smartphones were reported stolen in the British capital in recent years.  For some victims, losing their phone was only the beginning.



How the AI boom is transforming global M&A, now dominated by the AI-driven race to control the world's energy, fiber networks, and computing capacity (Financial Times)

Financial Times:
How the AI boom is transforming global M&A, now dominated by the AI-driven race to control the world's energy, fiber networks, and computing capacity  —  Deals hit record highs, unloved companies turn sexy and PE finds a new gold mine.  Up until this week, NextEra Energy …



Tether buys out SoftBank's ~26% stake in bitcoin treasury company Twenty One Capital, taking its stake to ~71%; SoftBank's stake was worth ~$679M (Emily Nicolle/Bloomberg)

Emily Nicolle / Bloomberg:
Tether buys out SoftBank's ~26% stake in bitcoin treasury company Twenty One Capital, taking its stake to ~71%; SoftBank's stake was worth ~$679M  —  Tether has bought out SoftBank Group Inc.'s ownership in the digital-asset treasury company Twenty One Capital Inc., adding to its control …



Saturday, May 23, 2026

Delivery Hero says it received a takeover offer from Uber for €33 per share, a discount of 1.76% from Delivery Hero's close on Friday (Anusha Shah/Reuters)

Anusha Shah / Reuters:
Delivery Hero says it received a takeover offer from Uber for €33 per share, a discount of 1.76% from Delivery Hero's close on Friday  —  German food delivery service Delivery Hero (DHER.DE) confirmed it had received a takeover offer from rival Uber (UBER.N) valuing the company at 33 euros …



A look at a copy of the AI EO that President Trump was expected to sign on Thursday; the unsigned EO emphasized that government AI reviews would be voluntary (Sophia Cai/Politico)

Sophia Cai / Politico:
A look at a copy of the AI EO that President Trump was expected to sign on Thursday; the unsigned EO emphasized that government AI reviews would be voluntary  —  The draft also includes language aimed at bad actors.  It directs the attorney general to enforce the Computer Fraud and Abuse Act and …



A profile of TP-Link, whose share of the US consumer router market grew from 10% to 60%+ between 2019 and 2025, as it seeks to rebut national security concerns (Noah Berman/The Wire China)

Noah Berman / The Wire China:
A profile of TP-Link, whose share of the US consumer router market grew from 10% to 60%+ between 2019 and 2025, as it seeks to rebut national security concerns  —  When Jeffrey Chao was studying for his master's in computer science in the early 1990s, he would sometimes spend so many hours …



As the US House probes Airbnb's use of Chinese AI models, CEO Brian Chesky says the company is not sharing data with Chinese firms and uses open-source models (Natalie Lung/Bloomberg)

Natalie Lung / Bloomberg:
As the US House probes Airbnb's use of Chinese AI models, CEO Brian Chesky says the company is not sharing data with Chinese firms and uses open-source models  —  Airbnb Inc. Chief Executive Officer Brian Chesky defended his company's use of Chinese artificial intelligence models …



Google's philanthropic arm, Google.org, commits $50M to help train 300K+ skilled trade workers across the US, amid a shortage of workers for AI projects (Madison Mills/Axios)

Madison Mills / Axios : Google's philanthropic arm, Google.org, commits $50M to help train 300K+ skilled trade workers across the US,...