Welcome back to your daily memorandum talking tech, business, AI, markets, and more. 🗞️

In today’s edition we are tackling the following:

📉 Tech stocks dip as Musk-Trump fallout rattles investor confidence.
📚 EleutherAI releases 8TB dataset for copyright-free AI training.
📱 Apple teases AI-powered upgrades ahead of WWDC keynote.
⏰ Gemini rolls out scheduled actions for reminders and alerts.
🇨🇳 Trump likely to extend TikTok deadline amid China tensions.

TECHNOLOGY

• EleutherAI releases massive AI training dataset of licensed and open domain text

  • The dataset, named Common Pile v0.1, contains 8TB of licensed and open-domain text.

  • It’s designed to train AI without relying on copyrighted material or web-scraped content.

  • EleutherAI says its new models match or exceed the performance of some proprietary AIs.

• Apple WWDC 2025 preview: iOS 26, macOS 26, new AI features, iPadOS 26 redesigns

  • Apple is expected to reveal OS upgrades and new AI features focused on productivity and personalization.

  • A redesigned Siri is unlikely, but cross-device syncing and interface updates are rumored.

  • iPadOS 26 may borrow from visionOS and macOS, with floating elements and updated controls.

• Google Gemini scheduled actions bring planned tasks to AI

  • Gemini now supports scheduled prompts, enabling proactive summaries, alerts, and reminders.

  • Users can automate recurring tasks or one-off updates based on time and calendar events.

  • The feature is limited to Gemini Advanced (Ultra 1.5) and available via Google Workspace.

BUSINESS

• Trump Planning to Extend TikTok Deadline—Again

  • Trump is expected to issue another executive order extending TikTok’s deadline to comply with U.S. ownership laws.

  • This would mark the third extension, with the current deadline expiring on June 19.

  • Trade tensions with China are complicating negotiations for a U.S.-based TikTok deal.

• OpenAI Appeals NYT’s Demand to Preserve All User Chats

  • OpenAI argues that saving all ChatGPT interactions would breach user privacy commitments.

  • The lawsuit accuses OpenAI of training on copyrighted New York Times content.

  • OpenAI claims the court’s order creates harmful legal and technical precedents.

• Tech World Rattled by Trump-Musk Fallout

  • Elon Musk and Trump’s feud is escalating, threatening Tesla’s ties with U.S. regulators.

  • Musk called Trump’s economic policies a ‘disaster’ during a recent public spat.

  • The clash may damage Tesla’s business and ripple across tech and political spheres.

MARKETS

CONTENT

• The State of Consumer Tech in the Age of AI

  • a16z partners explore why AI-native tools and social apps are shifting consumer behavior and product design.

  • Monthly AI spend is rising, social graphs are lagging, and iteration speed now trumps traditional moats.

  • Expect new platforms centered on companions, voice, and hyper-personalized software touching every part of life.

• How to Scale a Profitable Agency with 0 Employees (Using AI Agents)

  • Matt Mazzeo and Shaan Puri explain how AI agents can replace traditional teams and even venture capital.

  • They dive into agency automation, AI-first go-to-market models, and replacing operators with autonomous tools.

  • Examples include creative agents, Supabase growth hacks, and how AI reshapes founder strategy and execution.

• Sam Harris on the Trump vs. Musk Fallout (Making Sense #419)

  • Sam Harris and Jaron Lowenstein unpack the Trump-Musk conflict and its implications for politics and tech.

  • Topics include Dogecoin’s cultural impact, Jordan Peterson’s role, and the spiritual vacuum in public life.

  • Bonus June 5 segment reacts to new revelations, highlighting the fallout's deeper philosophical questions.

FUTURISM

• Autonomous trucking developer Plus goes public via SPAC

  • Plus is going public via a $300 million SPAC merger to scale autonomous freight operations.

  • Its SuperDrive system targets global deployment with key OEM partners across multiple regions.

  • The move boosts competition in the race for commercial driverless trucking technologies.

• Amazon delivery robots part of plan to automate $200B in logistics costs

  • Amazon is testing humanoid robots to handle last-mile delivery from electric vans to homes.

  • Training occurs in simulation labs replicating urban, suburban, and rural delivery environments.

  • The goal is to cut logistics expenses while speeding up package delivery at scale.

• Tesla’s leader of Optimus humanoid robot program leaves company

  • Milan Kovac exited as head of Tesla’s humanoid robot division, Optimus, effective immediately.

  • Ashok Elluswamy, Tesla’s Autopilot lead, will now oversee the robot program moving forward.

  • The sudden leadership shift may impact development timelines for Tesla’s robotics ambitions.

EXTRAS

• Clean energy investment hits new highs and shows no sign of slowing

  • Global investment in clean energy will hit $2.15 trillion in 2025, nearly double fossil fuel spending.

  • The increase is fueled by lower tech costs, government backing, and energy security concerns.

  • Solar, wind, batteries, and grids lead the surge, showing strong market and policy momentum.

• Elon Musk joins Bitcoin maxis in warning of potential U.S. fiscal collapse

  • Musk says U.S. debt levels are unsustainable and signal an inevitable financial crisis.

  • He warned the national debt has topped $36 trillion with no signs of slowing.

  • His views echo Bitcoin advocates who see crypto as protection from fiat collapse.

• Humans provide necessary checks and balance for AI, says Lattice CEO

  • Sarah Franklin says AI must enhance—not replace—human judgment in the workplace.

  • She stresses ethical guardrails, human oversight, and transparent processes in AI use.

  • Franklin warns that removing people from decisions weakens trust and long-term success.

AND MORE

• The National Academy issues a landmark AI healthcare code of conduct.

• Experts say AI models are learning to bypass human intervention.

• PostHog’s newsletter is dedicated to helping engineers and founders improve their product skills.*

• Tesla's humanoid robot program head exits, shaking up internal leadership.

• MIT introduces a robotic system solving manipulation tasks in seconds.

• Winklevoss twins file Gemini crypto IPO for public listing.

• Bitcoin price climbs past $104K after strong market signals.

• Get compliant with Delve and get $1,000 off using code MEMORANDUM*