Memorandum
Daily insights for leaders in tech.
Connect
Apple faces rising AI hardware costs, Musk pushes closer to merging SpaceX and xAI, and Bad Bunny makes Grammy history.
Apple’s iPhone sales soar despite AI issues, Speaker Johnson faces shutdown challenges, Bitcoin drops, Indonesia lifts xAI Grok ban.
Post-training isn’t just a refinement step—it’s where AI’s real costs surface, forcing labs to scale domain expertise, not just compute.
OpenAI prepares to retire GPT-4o from ChatGPT, Google disrupts videogame creation with generative worlds, and Apple reports steady quarterly earnings.
Tesla abandons flagship cars for humanoid robots, China executes Myanmar scam leaders, and the Federal Reserve resists pressure to cut rates.
Android’s desktop mode leaks publicly, Amazon announces massive global layoffs, and China approves Nvidia H200 chip imports amid policy shifts
Amazon retreats from physical grocery stores, EU regulators force Google to open Android, and gold surges as markets signal unease.
Nvidia boosts CoreWeave with billions and chip priority, the EU probes X over Grok deepfakes, and TikTok’s outage disrupts recommendations.
Gmail spam issues fixed, SEC drops its Gemini lawsuit, Reps demand a deeper Minneapolis shooting probe, and Canada won’t pursue a China trade deal amid tariff threats.
ChatGPT ads aren’t just a format change—they’re AI’s costs catching up, forcing real revenue and turning assistants into an influence surface.
Anthropic debuts AI-resistant technical evaluations, Amazon prepares thousands more corporate layoffs next week, and Apple clashes with EU regulators over fines.
Spotify rolls out AI Prompted Playlists in North America, Zelensky seeks postwar guarantees, and Senate delays crypto bill for housing push.
