31 May 2026

NYC-based Garner Health, which uses data analytics to help 2.5M+ workers find physicians, raised a $100M Series E at a $2.74B valuation led by Index Ventures (Cailey Gleeson/Fierce Healthcare)

Cailey Gleeson / Fierce Healthcare:
NYC-based Garner Health, which uses data analytics to help 2.5M+ workers find physicians, raised a $100M Series E at a $2.74B valuation led by Index Ventures  —  Garner Health Employer health funding round venture capital (VC)  —  Garner Health, a digital care navigation company for employers …

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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

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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.

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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.

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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 …

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A profile of Expedia CEO Ariane Gorin, who became CEO in 2024 and has overseen back-to-back years of revenue growth, with record gross bookings of $119B in 2025 (Brent Crane/Bloomberg)

Brent Crane / Bloomberg:
A profile of Expedia CEO Ariane Gorin, who became CEO in 2024 and has overseen back-to-back years of revenue growth, with record gross bookings of $119B in 2025  —  Atop the globe's second-largest travel booking company, Ariane Gorin is keeping a “close eye” on geopolitics but sees mostly clear skies ahead.

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Bill Gates' carefully crafted public image has been eroded by revelations about his ties to Epstein; Gates was recently snubbed from Microsoft's CEO Summit (Emily Glazer/Wall Street Journal)

Emily Glazer / Wall Street Journal:
Bill Gates' carefully crafted public image has been eroded by revelations about his ties to Epstein; Gates was recently snubbed from Microsoft's CEO Summit  —  The billionaire philanthropist was once ranked the world's most admired man—but the revelations of his Jeffrey Epstein ties are eroding efforts to burnish his reputation

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Sources: Microsoft and Nvidia will unveil the first Windows PCs powered by Nvidia SoCs, including devices from Surface and Dell, at Computex and Build 2026 (Ina Fried/Axios)

Ina Fried / Axios:
Sources: Microsoft and Nvidia will unveil the first Windows PCs powered by Nvidia SoCs, including devices from Surface and Dell, at Computex and Build 2026  —  The company best known for powering the AI boom is coming for the PC: Nvidia is expected next week to debut the first Windows computers …

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China will implement new online food delivery regulations on June 1, requiring platforms to regularly verify businesses' identities, locations, and licenses (Nikkei Asia)

Nikkei Asia:
China will implement new online food delivery regulations on June 1, requiring platforms to regularly verify businesses' identities, locations, and licenses  —  BEIJING/SHANGHAI — The Chinese government will tighten a clampdown on food delivery companies from June, conducting unannounced inspections …

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A US court ordered Circle to blacklist Zama's cUSDC contract, freezing ~$12.6M in funds, likely catching many in the "crossfire" of a civil suit against a DAO (Zack Abrams/The Block)

Zack Abrams / The Block:
A US court ordered Circle to blacklist Zama's cUSDC contract, freezing ~$12.6M in funds, likely catching many in the “crossfire” of a civil suit against a DAO  —  Quick Take  — A federal judge ordered Circle to blacklist Zama's confidential USDC (cUSDC) contract on Friday night, freezing about $12.6 million.

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With Microsoft's GitHub Copilot shifting to token-usage billing on June 1, many developers bemoan massive cost increases and the end of flat-rate subscriptions (Lucas Ropek/TechCrunch)

Lucas Ropek / TechCrunch:
With Microsoft's GitHub Copilot shifting to token-usage billing on June 1, many developers bemoan massive cost increases and the end of flat-rate subscriptions  —  The golden age of Microsoft's Github Copilot appears to be at an end — for the little guy, at least.

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As robotaxi companies attempt to scale in the US, they face increasing scrutiny and mounting criticism from drivers, law enforcement, and local governments (Sean McLain/Wall Street Journal)

Sean McLain / Wall Street Journal:
As robotaxi companies attempt to scale in the US, they face increasing scrutiny and mounting criticism from drivers, law enforcement, and local governments  —  As autonomous taxi services scale beyond Silicon Valley, new problems abound for cities  —  This was supposed to be the year …

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30 May 2026

Why "Dark Output", the AI-generated economic value that is currently invisible to national statistics, may be one of the hardest measurement problems in history (SemiAnalysis)

SemiAnalysis:
Why “Dark Output”, the AI-generated economic value that is currently invisible to national statistics, may be one of the hardest measurement problems in history  —  Why AI's increasing output is going to be one of the hardest economic measurement problems in history.

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PitchBook: VC investment in global robotics and physical AI jumped to $26B in 2025 from $4.2B in 2019, and has already topped $23B as of May 20 this year (Kate Clark/Wall Street Journal)

Kate Clark / Wall Street Journal:
PitchBook: VC investment in global robotics and physical AI jumped to $26B in 2025 from $4.2B in 2019, and has already topped $23B as of May 20 this year  —  Investors bet big on infrastructure and ‘physical AI,’ enticed by prospect of revenue opportunities

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Antenna: bundles make up 33% of new major streaming service subscriptions in the US, and 28% of all subscriptions, up from just 10% of new subscriptions in 2024 (John Koblin/New York Times)

John Koblin / New York Times:
Antenna: bundles make up 33% of new major streaming service subscriptions in the US, and 28% of all subscriptions, up from just 10% of new subscriptions in 2024  —  Warner Bros. and Disney have been fierce rivals for decades.  But like other entertainment companies, they both struggled …

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SoftBank pledges to invest up to €75B in AI computing clusters in France, first leading a €45B investment to build 3.1GW of capacity by 2031 in Hauts-de-France (Financial Times)

Financial Times:
SoftBank pledges to invest up to €75B in AI computing clusters in France, first leading a €45B investment to build 3.1GW of capacity by 2031 in Hauts-de-France  —  Masayoshi Son places France at the centre of his global AI ambitions  —  SoftBank has pledged to invest up to €75bn …

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China's tech boom is creating a new kind of tech tourism where visitors pay for curated robotaxi rides and tours of EV factories and AI and robotics companies (Kinling Lo/Rest of World)

Kinling Lo / Rest of World:
China's tech boom is creating a new kind of tech tourism where visitors pay for curated robotaxi rides and tours of EV factories and AI and robotics companies  —  Foreign visitors are flocking to China's factories and AI startups in search of the next technological breakthrough.

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A look at the nasty fight between Anthropic-backed super PAC Public First and OpenAI-backed Leading the Future to sway midterms, especially Democratic primaries (Theodore Schleifer/New York Times)

Theodore Schleifer / New York Times:
A look at the nasty fight between Anthropic-backed super PAC Public First and OpenAI-backed Leading the Future to sway midterms, especially Democratic primaries  —  One super PAC is allied with Anthropic.  The other is tied to OpenAI.  They're both spending millions to influence this year's elections.

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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 …

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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.

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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 …

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Memory chip makers are leveraging their newfound power to secure long-term agreements, a move set to reshape the industry's business model and stabilize prices (Dan Gallagher/Wall Street Journal)

Dan Gallagher / Wall Street Journal:
Memory chip makers are leveraging their newfound power to secure long-term agreements, a move set to reshape the industry's business model and stabilize prices  —  Micron, Samsung and SK Hynix are cheap despite their $1 trillion valuations if long-term contracts stabilize the sector

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A profile of OpenAI President Greg Brockman, who is overseeing product in his new role and has become an important ambassador for AI to the Trump administration (Wall Street Journal)

Wall Street Journal:
A profile of OpenAI President Greg Brockman, who is overseeing product in his new role and has become an important ambassador for AI to the Trump administration  —  After years in the shadow of better-known co-founders, Greg Brockman is stepping into the spotlight.  He and his wife Anna are also Silicon Valley super-donors.

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Filing shows Shanghai-based MiniMax has begun preparations for a Chinese IPO; the AI company listed in Hong Kong in January and says its ARR has reached $300M (Bloomberg)

Bloomberg:
Filing shows Shanghai-based MiniMax has begun preparations for a Chinese IPO; the AI company listed in Hong Kong in January and says its ARR has reached $300M  —  China's MiniMax Group Inc. has begun preparations for a domestic initial public offering, according to a regulatory filing …

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BlackBerry's stock is up more than 160% over the past three months, as the company's QNX division positions its automotive software as an OS for robots (Luke Kawa/Sherwood News)

Luke Kawa / Sherwood News:
BlackBerry's stock is up more than 160% over the past three months, as the company's QNX division positions its automotive software as an OS for robots  —  History suggests that BlackBerry does extremely well when 1) it's considered to be pioneering a transformative technology, or 2) there's widespread retail enthusiasm for stocks.

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