FOIA docs reveal Amazon's extensive control over delivery drivers it insists are not employees, in a case the NLRB sought to settle on terms favorable to Amazon (Josh Eidelson/Bloomberg)

Josh Eidelson / Bloomberg:
FOIA docs reveal Amazon's extensive control over delivery drivers it insists are not employees, in a case the NLRB sought to settle on terms favorable to Amazon  —  The feds were pushing a landmark case about Amazon's control of its contract drivers.  Then the president put Amazon's former lawyer in charge.

Kalshi and Polymarket sponsored X posts promoting viral LA mayoral election fraud conspiracy theories; Kalshi says it asked its paid influencers to remove posts (Max Tani/Semafor)

Max Tani / Semafor:
Kalshi and Polymarket sponsored X posts promoting viral LA mayoral election fraud conspiracy theories; Kalshi says it asked its paid influencers to remove posts  —  THE SCOOP  —  Kalshi on Friday asked some of its paid political influencers to remove X posts that sowed doubt about the integrity …

Sources say a months-long dispute between the White House and Anthropic is showing signs of easing across the US government as the company prepares for its IPO (Reuters)

Reuters:
Sources say a months-long dispute between the White House and Anthropic is showing signs of easing across the US government as the company prepares for its IPO  —  A months-long dispute between Trump administration officials and AI firm Anthropic is showing signs of easing across parts …

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 (James Gallagher/BBC)

James Gallagher / BBC:
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  —  Artificial intelligence has been used to develop a “fundamentally new” type of vaccine that could protect against large swathes …

A deep dive into the case for data centers in space, as SpaceX prepares to go public: Elon Musk's claims, the wider debate, power supply issues, costs, and more (Daniel Nishball/SemiAnalysis)

Daniel Nishball / SemiAnalysis:
A deep dive into the case for data centers in space, as SpaceX prepares to go public: Elon Musk's claims, the wider debate, power supply issues, costs, and more  —  Space DC Total Cost of Ownership Explained.  Unpacking constraints from Terrestrial DCs and Chip Production.

Barcelona-based HR software startup Factorial raised a $150M Series D led by General Catalyst at a $2.5B valuation to expand AI agents and grow in Germany (Mauro Orru/Wall Street Journal)

Mauro Orru / Wall Street Journal:
Barcelona-based HR software startup Factorial raised a $150M Series D led by General Catalyst at a $2.5B valuation to expand AI agents and grow in Germany  —  The company hopes to seize a large slice of the market—that goes well beyond HR  —  BARCELONA—Factorial closed a $150 million funding round …

SK Hynix Chair Chey Tae-won says the company plans to double its memory chip capacity over the next five years, responding to a shortage that could last to 2030 (Debby Wu/Bloomberg)

Debby Wu / Bloomberg:
SK Hynix Chair Chey Tae-won says the company plans to double its memory chip capacity over the next five years, responding to a shortage that could last to 2030  —  SK Hynix Inc. plans to double its memory chip capacity over the coming half-decade, a major expansion that should help ease …

Meituan reports Q1 revenue up 5.6% YoY to ~$13.5B, above ~$13.4B est., and a ~$1B net loss, its third straight quarter of losses amid a food delivery price war (Tracy Qu/Wall Street Journal)

Tracy Qu / Wall Street Journal:
Meituan reports Q1 revenue up 5.6% YoY to ~$13.5B, above ~$13.4B est., and a ~$1B net loss, its third straight quarter of losses amid a food delivery price war  —  Meituan remains locked in a battle for supremacy with Alibaba Group and JD.com  —  Meituan , China's top food-delivery company …

Coinbase launches direct Indian rupee deposit and withdrawal rails via the Immediate Payment Service, aiming to remove its reliance on P2P and intermediaries (Omkar Godbole/CoinDesk)

Omkar Godbole / CoinDesk:
Coinbase launches direct Indian rupee deposit and withdrawal rails via the Immediate Payment Service, aiming to remove its reliance on P2P and intermediaries  —  Coinbase announces INR rails to make the platform fully accessible to Indian retail traders. … What to know:

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 …

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.