Internet/e-commerce

OpenAI, Anthropic, and Google's enterprise push with PE firms poses a new competitive threat to India's IT industry, as services become increasingly automatable (www.moneycontrol.com)
18 days ago India Google

Sources: Isomorphic Labs, an AI-powered drug discovery company spun out of Google DeepMind, is in advanced talks to raise $2B+ led by Thrive Capital (www.bloomberg.com)
18 days ago Google AI

Apple, Intel Have Reached Preliminary Chip-Making Agreement (hardware.slashdot.org)
18 days ago Intel Apple

Interviews with Intel CEO Lip-Bu Tan and other execs about the challenges of a turnaround, along with efforts to instill a sense of urgency in the organization (www.bloomberg.com)
18 days ago Intel

Sources: Apple and Intel have reached a formal deal in recent months for Intel to manufacture some chips for Apple devices (www.wsj.com)
18 days ago Intel Apple

Investor letter: TCI, one of the world's biggest hedge funds, cut almost all of its $8B stake in Microsoft, citing AI-related risks to Office and Azure (www.ft.com)
18 days ago Microsoft AI

Musk v. Altman docs: Microsoft execs had reservations about funding OpenAI in 2018 but worried that withholding support could push OpenAI into Amazon's arms (www.wired.com)
19 days ago Amazon Microsoft

Surveys: half of US adults under 50 get health info from influencers or podcasts; 86% of the health influencers are on Instagram, 62% on TikTok, 45% on YouTube (www.pewresearch.org)
19 days ago YouTube Instagram

Analysis: the combined free cash flow of Amazon, Alphabet, Microsoft, and Meta is expected to fall to ~$4B in Q3 and hit its lowest full-year level since 2014 (www.ft.com)
19 days ago Amazon Microsoft Alphabet

Airbnb reports Q1 revenue up 18% YoY to $2.68B, vs. $2.62B est., Nights and Seats Booked up 9% to 156.2M, vs. 155.77M est., lifts 2026 revenue growth guidance (www.cnbc.com)
19 days ago Airbnb

Goldman Sachs: Alphabet and Amazon generated “other income” totaling $53B in Q1, or ~60% of their Q1 income; $49B was due to equity stakes in private companies (www.ft.com)
19 days ago Amazon Goldman Equity Alphabet

Microsoft Issues Warning About Linux 'Copy Fail' Vulnerability (it.slashdot.org)
19 days ago Linux Microsoft

Sources: OpenAI and Broadcom discuss terms for Broadcom to finance initial custom chip production for ~$18B, conditioned on Microsoft buying ~40% of the chips (www.theinformation.com)
19 days ago Microsoft

Google Unveils Screenless Fitbit Air, Google Health App To Replace Fitbit (tech.slashdot.org)
19 days ago Google

AWS unveils Amazon Bedrock AgentCore Payments and partners with Coinbase and Stripe to enable AI agents to execute transactions using stablecoins (www.theblock.co)
19 days ago Amazon AI Coinbase

Interview with Rishi Chandra, Google's VP for health and home, about shutting Google Fit by year's end, the rebranded Google Health app, Health Coach, and more (www.wired.com)
19 days ago Google Interview

Spotify launches Save to Spotify, a command-line tool that allows AI agents to upload generated audio summaries and personal podcasts to a user's account (www.theverge.com)
19 days ago AI Spotify

Google launches the $100 Fitbit Air, a Whoop-like screenless wearable, with Gemini-powered features like Google Health Coach, available May 26 (www.engadget.com)
19 days ago Google

Google rebrands Fitbit Premium as Google Health Premium, adding Gemini-powered coaching and other features, and raises its annual price from $79.99 to $99.99 (www.androidauthority.com)
19 days ago Google

Amazon plans to merge MX Player into Prime Video in India, combining free and paid streaming catalogs on a single platform over the next few months (variety.com)
20 days ago India Amazon

Microsoft Edge Stores Passwords In Plaintext In RAM (yro.slashdot.org)
20 days ago Microsoft

Google's AI Search Results Will Now Turn To Reddit For 'Expert Advice' (tech.slashdot.org)
20 days ago Google AI Reddit

Hackers abuse Google ads for GoDaddy ManageWP login phishing (www.bleepingcomputer.com)
20 days ago Google

Google Chrome silently installs a ~4GB Gemini Nano model on desktop devices; Google says it has been offered since 2024 and users can remove it via settings (9to5google.com)
20 days ago Google Chrome

Google releases Multi-Token Prediction drafters for its Gemma 4 models, which use a form of speculative decoding to guess future tokens for faster inference (arstechnica.com)
20 days ago Google

Sources: Microsoft is considering delaying or dropping its 2030 goal of matching its hourly power use with renewable energy purchases, amid the data center boom (www.bloomberg.com)
20 days ago Microsoft Energy Renewable

Google DeepMind takes a minority stake in the maker of Eve Online, a multiplayer role playing game set in outer space, and plans to train its tech on the game (www.bloomberg.com)
20 days ago Google

Microsoft Gives Up On Xbox Copilot AI (games.slashdot.org)
20 days ago Microsoft AI Xbox

Google updates AI Mode and AI Overviews to add “a preview of perspectives” from firsthand sources like social media and Reddit, presented as “Expert Advice” (www.theverge.com)
20 days ago Google AI Reddit

Sources: in a reshuffle, LinkedIn CEO Ryan Roslansky will lead Microsoft's new Work Experiences Group, including Teams, after 35-year veteran Rajesh Jha retired (www.theverge.com)
21 days ago Microsoft LinkedIn

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