• Cerebras Eyes $35B+ IPO; OpenAI Locks $20B Chip Deal
  • IPO targets $3B+ raise, 60% premium to Feb valuation
  • OpenAI may receive equity as part of the chip pact
  • The Information via Techmeme, The Information via Techmeme
• Anthropic Ships Opus 4.7; White House Opens Mythos to Agencies
  • New 'xhigh' effort level targets hardest coding tasks
  • OMB establishing formal protections for Cabinet dept access
  • Anthropic, Bloomberg via Techmeme, Axios
• TSMC Q1 Smashes Estimates; Raises AI Demand Forecast
  • $35B revenue +35% YoY; net income +58% YoY
  • 7nm or smaller chips were ~74% of wafer revenue
  • CNBC via Techmeme, WSJ via Techmeme
• Netflix Q2 Forecast Misses; Hastings Exits After 29 Years
  • Q1 revenue +16%; shares fell 9%+ in after-hours trading
  • Hastings stepping down in June to focus on philanthropy
  • Bloomberg, WSJ, Engadget
• Physical Intelligence π0.7 Solves Tasks It Was Never Taught
  • Robots performed tasks entirely absent from training data
  • Capability surprised even the company's own researchers
  • TechCrunch

• Alibaba Qwen3.6-35B-A3B: MoE Powerhouse, Only 3B Active Params
  • Open-weight; rivals larger dense models on agentic coding
  • 35B total parameters, just 3B active during inference
  • Qwen via Techmeme, Hacker News
• Canva AI 2.0 Builds Editable Layered Designs From Prompts
  • Uses Canva's own foundation model built for design
  • Conversational input generates fully editable layer output
  • The Verge, Bloomberg via Techmeme
• Cloudflare Launches Agent-First AI Platform and Email Service
  • AI Platform routes inference across providers by task type
  • Email service for agents now entering public beta
  • Cloudflare Blog, Cloudflare Blog
• Mozilla Thunderbolt: Open-Source Self-Hosted AI Client Launches
  • Built for users and orgs wanting their own AI infra
  • Available on GitHub; Mozilla's open-infrastructure play
  • Ars Technica via Techmeme

• Factory Raises $150M at $1.5B for Enterprise AI Coding
  • Led by Khosla; agents switch models by task complexity
  • Three-year-old startup targets hands-off hard engineering
  • TechCrunch, WSJ via Techmeme
• Slash Raises $100M at $1.4B; $300M ARR, Founded by Teens
  • Led by Ribbit Capital and Goodwater Capital
  • Fintech startup offers banking, credit cards, and crypto
  • TechCrunch, Bloomberg via Techmeme
• Upscale AI Raising $200M at $2B — Third Round in Seven Months
  • Builds AI networking infrastructure
  • Round range $180M-$200M per Bloomberg sources
  • Bloomberg via Techmeme
• SpaceX Moves Up Employee Vesting Ahead of $2T+ IPO
  • Shares vesting as soon as next week per sources
  • IPO targets valuation exceeding $2 trillion
  • Bloomberg
• UK Launches £500M Sovereign AI Fund; First Bet on Callosum
  • Callosum builds software to unify different chip ecosystems
  • Fund aims to reduce UK dependence on foreign AI platforms
  • Wired via Techmeme

• Brussels Orders Google to Open Search Crown Jewels to Rivals
  • EC preliminary DMA findings target ranking and click data
  • Rivals would access data points such as search result signals
  • The Register, Engadget
• 34 Lawmakers Demand DHS Answers on Palantir Immigration Tools
  • Letter sent to DHS secretary Markwayne Mullin
  • Targets Palantir and a 'range of surveillance companies'
  • Wired
• China Tests Undersea Cable Cutter Amid Rising Sabotage Wave
  • Device severs cables at thousands of meters of depth
  • Coincides with suspected incidents from Baltic to Pacific
  • Ars Technica

• RedSun 0-Day Grants System-Level Access on Windows 11 and 10
  • Published on GitHub by researcher Nightmare-Eclipse
  • Affects Windows 11, 10, and Server with April 2026 Update
  • GitHub
• Stolen Biometrics Now Defeat Bank KYC Facial Verification
  • Virtual camera tools sold openly on Telegram channels
  • Scammers impersonate real customers to bypass face scans
  • MIT Technology Review via Techmeme

• Apple Was Filming Fatal Crash; Crew Had Raised Safety Alarms
  • Pilot killed in microlight crash in Jordan's desert
  • Crew cited limited training and unsafe working hours
  • 9to5Mac, MacRumors
• Voice Actors Worldwide Fight Hollywood's AI Dubbing Push
  • Studios deploying AI to replace human dubbing performers
  • Workers mobilizing to defend livelihoods and personality rights
  • Rest of World via Techmeme

• AI Labs Are Buying Dead Startups' Slack and Jira Archives
  • Archives used to build 'RL gyms' — simulated workplaces
  • Defunct startup data liquidated and sold to train agents
  • Forbes via Techmeme
• a16z's Casado: AI Progress Is an Industrial-Revolution Event
  • Q&A with head of a16z's AI investment team for the FT
  • Covers AI economics and the long-run productivity thesis
  • Financial Times via Techmeme
• antirez: AI Cybersecurity Is Not Proof of Work
  • Redis creator pushes back on AI-security-as-rigor framing
  • Response to the 'cybersecurity looks like proof of work' debate
  • antirez.com via Hacker News