Image created with gemini-3.1-flash-image-preview with claude-opus-4.7. Image prompt: High-end product photograph of a classic Dairy Queen banana split in a paper boat, three soft-serve scoops rising in ascending bar-chart heights topped with strawberry, pineapple, and glossy chocolate sauces, a thin chocolate drizzle arcing upward like a stock trend line, a small pinstripe paper flag labeled ‘BUSINESS’ planted in whipped cream, set on a polished walnut boardroom table with soft directional studio light and shallow depth of field, a discreet ’75 — Est. 1951, Milford, DE’ embossed on the boat’s rim.

I have been playing with the new Outlook agent, and it is fine, but really awkward to use, since you have to ask for things in a chatbot window, then go to your drafts, etc. And Claude Cowork does the same thing (works with Gmail, too) and has better visibility across your life.
https://x.com/emollick/status/2048974994961490107

Cursor’s $60 Billion Escape Hatch – Contrary Research
https://contraryresearch.substack.com/p/cursors-60-billion-escape-hatch

More connectors launching today: Adobe Creative Cloud, Ableton, Splice, Canva Affinity, SketchUp, and Resolume. We’ve also joined the Blender Development Fund as a patron to support open-source development of the software. Read more:
https://x.com/claudeai/status/2049143442601546054?s=20

New Anthropic research: Project Deal. We created a marketplace for employees in our San Francisco office, with one big twist. We tasked Claude with buying, selling and negotiating on our colleagues’ behalf.
https://x.com/AnthropicAI/status/2047728360818696302

Project Deal: our Claude-run marketplace experiment | Anthropic \ Anthropic
https://www.anthropic.com/features/project-deal

Sources: Anthropic potential $900B+ valuation round could happen within 2 weeks | TechCrunch

Sources: Anthropic potential $900B+ valuation round could happen within 2 weeks

White House AI Memo Hits Issues in Anthropic-Pentagon Feud – Bloomberg
https://www.bloomberg.com/news/articles/2026-04-30/white-house-ai-memo-hits-issues-driving-anthropic-pentagon-feud

Ex-DeepMind David Silver raises $1.1 billion for AI startup Ineffable
https://www.cnbc.com/2026/04/27/deepmind-ineffable-intelligence-record-seed-funding-nvidia-google.html

*GOOGLE PLANS TO INVEST UP TO $40 BILLION IN ANTHROPIC
https://x.com/zerohedge/status/2047704883982180609

Breaking news: Despite offering its own rival Gemini AI models, Google has committed to invest $10bn in Anthropic at its current valuation with a further $30bn to come in the future.
https://x.com/FT/status/2047715653553942997

Google Plans to Invest Up to $40 Billion in Anthropic – Bloomberg
https://www.bloomberg.com/news/articles/2026-04-24/google-plans-to-invest-up-to-40-billion-in-anthropic?srnd=phx-technology

Google will invest as much as $40 billion in Anthropic – Ars Technica
https://arstechnica.com/ai/2026/04/google-will-invest-as-much-as-40-billion-in-anthropic/

Gemini now can create documents, and it is a nice start, but not up to the frontier yet, as you can see from my “”LBO of Hogwarts”” test. PowerPoints are substantially worse than NotebookLM, spreadsheets are primitive, still no thinking trace, it doesn’t think hard enough, either.
https://x.com/emollick/status/2049605470546022826

You can now ask Gemini to create Docs, Sheets, Slides, PDFs, and more directly in your chat. No more copying, pasting, or reformatting, just prompt and download. Available globally for all @GeminiApp users.
https://x.com/sundarpichai/status/2049519281600373159

You can now generate a variety of downloadable files, including PDFs, @GoogleWorkspace files, Microsoft Word & Excel, and more directly in your chats with Gemini. Tell Gemini what content to create and the file format you want when you prompt without having to upload a template.
https://x.com/GeminiApp/status/2049519416698683514

You can now generate a variety of downloadable files, including PDFs, @GoogleWorkspace files, Microsoft Word & Excel, and more directly in your chats with Gemini. Tell Gemini what content to create and the file format you want when you prompt without having to upload a template.
https://x.com/GeminiApp/status/2049519416698683514?s=20

Google just broke a decade-long tradition. At Cloud Next 2026, the company unveiled not one, but two new AI chips, the TPU 8t for training and TPU 8i for inference. For the first time ever, Google is splitting its custom silicon into specialized architectures instead of relying
https://x.com/kimmonismus/status/2048745304007299230

Google to sell TPU chips to ‘select’ customers in latest shot at Nvidia
https://finance.yahoo.com/markets/stocks/article/google-to-sell-tpu-chips-to-select-customers-in-latest-shot-at-nvidia-214900221.html

China blocks Meta’s $2 billion takeover of AI startup Manus
https://www.cnbc.com/2026/04/27/meta-manus-china-blocks-acquisition-ai-startup.html

China blocks Meta’s $2B Manus deal after months-long probe | TechCrunch

China blocks Meta’s $2B Manus deal after months-long probe

Meta’s loss is Thinking Machines’ gain | TechCrunch

Meta’s loss is Thinking Machines’ gain

Very interesting announcement from OpenAI this morning. We’re excited to make OpenAI’s models available directly to customers on Bedrock in the coming weeks, alongside the upcoming Stateful Runtime Environment. With this, builders will have even more choice to pick the right
https://x.com/ajassy/status/2048806022253609115

OpenAI Misses Key Revenue, User Targets in High-Stakes Sprint Toward IPO – WSJ
https://www.wsj.com/tech/ai/openai-misses-key-revenue-user-targets-in-high-stakes-sprint-toward-ipo-94a95273

Microsoft’s license to OpenAI IP becomes non-exclusive Microsoft and OpenAI just restructured their partnership: OpenAI can now serve its products across any cloud provider, not just Azure, and Microsoft’s license to OpenAI IP becomes non-exclusive. Microsoft stops paying
https://x.com/kimmonismus/status/2048759615500804395

OpenAI and Microsoft changed their partnership but I think it comes down to this: “”OpenAI can now serve all its products to customers across any cloud provider”” in other words: OpenAI can use Google TPUs and Amazon Trainium
https://x.com/scaling01/status/2048752418305769473

The next phase of the Microsoft OpenAI partnership | OpenAI
https://openai.com/index/next-phase-of-microsoft-partnership/

Today OpenAI announced that “”Revenue share payments from OpenAI to Microsoft continue through 2030, independent of OpenAI’s technology progress”” That “”independent of OpenAI’s technology progress”” fragment appears to mean that the weird AGI clause is now deceased
https://x.com/simonw/status/2048834476323823983

Elon Musk testifies in a case that could change the path of AI | CNN Business
https://www.cnn.com/2026/04/28/tech/elon-musk-sam-altman-openai

.@AdamMarblestone thinks it might cost ~low billions to map the human brain connectome. The benefit is getting answers about the brain’s secret sauce: esp. why are humans so much more sample- and energy-efficient. If labs are going to be spending trillions of dollars on compute
https://x.com/dwarkesh_sp/status/2049504374016381197

$AMZN + Cerebras are working on a similar disaggregated inference solution as $NVDA + Groq Prefill => runs on Trainium 3 Decode => runs on Cerebras
https://x.com/techfund1/status/2048438653043585461?s=46

300,000 AI builders have already added their hardware to HF to instantly see what model they can run locally. To do so, go to
https://t.co/dqD1bcXisv and add your hardware specs. You can even show off publicly by adding it to your HF profile! Let’s go local AI!
https://x.com/ClementDelangue/status/2049139562929143917

A thing I see missing from AI job debates is that as jobs are disrupted by AI, professions will compete over new boundaries Abbot’s System of Professions is a good read on what happens historically. Here is a short cartoon summary by a lizard painted in the style of Egon Schiele
https://x.com/emollick/status/2048480177210958193

As far as I know there was no internal announcement and no discussion of this deal beforehand It seems deals which can endanger democracy by making mass surveillance easier and can shift the power balance between state and citizens should be of no concern to the rank and file
https://x.com/BlackHC/status/2049086660638543967

Cohere Aleph Alpha Join Forces
https://cohere.com/blog/cohere-alephalpha-join-forces

GPU Spot Prices Surge 114% in Six Weeks | Tomasz Tunguz
https://tomtunguz.com/b200-gpu-pricing-spot-market-model-releases/

I have a personal update to share. I have taken a new role as head of research at @arcee_ai . I have been constantly so impressed with the talent density, determination, and drive of the Arcee team and I am delighted to join forces to help shape and deliver their vision for
https://x.com/code_star/status/2047765768658702467

If tech is going to deliver on the promise of empowerment, it needs to be fully under the control of those who use it. Today, we announced that Cohere and Aleph Alpha are uniting to build a global AI champion that does exactly that. We are putting control of AI back in the
https://x.com/nickfrosst/status/2047704679878996253#m

Most researchers spend 70% of their time on setup, not research. Interfaces, data streams, simulations that don’t match reality. What if you could… bypass the “”setup phase”” entirely and move straight to the breakthrough? → 📌 GitHub Stop spending months on setup and seeing
https://x.com/IlirAliu_/status/2047224706873409683

There are no AI-native enterprises yet. And there won’t be for a while. The deeper reason is that enterprises are ecosystems with their own internal physics, and that physics does not bend to ambition. Every organization reaches a steady state, and it resists change, because
https://x.com/TheTuringPost/status/2048914354712793458

We just raised $30M at a $500M valuation, after never spending a dollar on marketing. 4 million people decided @ComfyUI was the platform they wanted to build on, and they shaped it into something we never could have shipped alone. This funding will accelerate our mission to
https://x.com/yoland_yan/status/2047731043000627263

We’ve raised $9.1 million at a $500 million post-money valuation from Marco Mascorro, Adam D’Angelo, and Devendra Chaplot.
https://x.com/MechanizeWork/status/2047732999878529037

I spent the last 2 months trying to prevent this. If OpenAI offered a fig leaf, Google said “”imagine we offered a fig leaf.”” Google affirms it can’t veto usage, commits to modify safety filters at government request, & aspirational language with no legal restrictions. Shameful.
https://x.com/Turn_Trout/status/2049153749743264231

Q1 earnings are in: 2026 is off to a terrific start. Our AI investments and full stack approach are lighting up every part of the business: Search queries are at an all-time high with AI continuing to drive usage. Google Cloud revenue grew 63%, Gemini models have incredible
https://x.com/sundarpichai/status/2049581838260461916

We are hiring a bunch of Members of the Technical Staff for @GoogleAIStudio who can blend PM, design, eng, and more If this is you, pls DM me, we will move fast for the best people.
https://x.com/OfficialLoganK/status/2047474244141928780

Google presents a new Transformer alternative at #ICLR2026! Join Nino Scherrer & Yanick Schimpf at the Google booth (#411) at 10AM to learn about MesaNet, proposing a new linear sequence layer that optimally learns in-context given a fixed memory budget.
https://x.com/GoogleResearch/status/2047630714145776053

OpenAI’s Q4 2026 IPO Might not Happen – by Dave Friedman
https://davefriedman.substack.com/p/openais-q4-2026-ipo-might-not-happen

Scam Altman and Greg Stockman stole a charity. Full stop. Greg got tens of billions of stock for himself and Scam got dozens of OpenAI side deals with a piece of the action for himself, Y Combinator style. After this lawsuit, Scam will also be awarded tens of billions in stock
https://x.com/elonmusk/status/2048801964457140540?s=20

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