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

In today’s edition, we are tackling the following:

📉 Amazon’s Anthropic challenges spell opportunity for Google.
📰 ChatGPT’s responses will now include Washington Post articles.
⚡ Tesla profits drop 71% on weak sales and anti-Elon Musk sentiment.
✈️ Boeing to sell certain digital aviation solutions assets in $10.55B deal.
🇨🇦 Carney appeals for support in Quebec, promises protection from Trump.

TECH

• Amazon’s Anthropic challenges spell opportunity for Google

  • Amazon's decision to limit access to Anthropic's AI models via AWS is causing customer frustrations.

  • This could pave the way for Google Cloud to gain a competitive foothold in the cloud AI market.

  • According to reports, users have encountered difficulties due to these restrictions, which are supposedly in place to ensure 'fair access.' 

• ChatGPT’s responses will now include Washington Post articles

  • OpenAI and The Washington Post just announced a new content partnership that will summarize and link to the Post’s original reporting.

  • This is OpenAI’s latest media partnership, with the AI giant inking deals with over 20 news publishers so far.

  • The Washington Post says it will benefit from ChatGPT’s vast audience, with the chatbot now counting more than 500 million users.

• Tesla profits drop 71% on weak sales and anti-Elon Musk sentiment

  • Tesla’s flailing sales figures have put the company closer to the red than it has been in years, according to financial results released Tuesday.

  • The electric automaker reported $409M in net income on $19.3B in revenue after delivering almost 337,000 EVs in the 1st quarter of 2025.

  • The company’s net income reflects a 71% drop from the same quarter last year.

BUSINESS

• Boeing to sell certain digital aviation solutions assets in $10.55B deal

  • Boeing has entered into a definitive agreement to sell portions of its Digital Aviation Solutions business valued at $10.55 billion.

  • This includes its Jeppesen, ForeFlight, AerData, and OzRunways assets, to Thoma Bravo, a leading software investment firm.

  • Boeing will retain core digital capabilities that harness both aircraft and fleet-specific data to provide commercial customers with fleet maintenance.

• Roche to invest $50B in the U.S. as pharma tariff threat lingers

  • The investment will create more than 12,000 jobs, Roche said, 1,000 with the company, and the remainder to support U.S. manufacturers.

  • Pharmaceutical companies have been scrambling amid threats from President Donald Trump to end the industry’s exemption from tariffs.

  • Roche CEO Thomas Schinecker announced a $50 billion investment over the next five years to reinforce the company's 110-year U.S. legacy.

• Chobani, seeing rising demand, plans a giant factory in New York

  • Greek-yogurt maker Chobani said on Tuesday that it would be investing $1.2 billion in building its third U.S. dairy processing plant in New York.

  • Chobani announced a $500 million expansion in Idaho last month, saying the new facility would help it keep up with rising product demand.

  • Chobani's products are manufactured in New York, Idaho, Michigan, and Australia.

CONTENT

• Building a magical AI code editor used by over 1M developers in 4 months

  • Varun Mohan, CEO and co-founder of Windsurf, leads an AI-powered IDE used by over a million developers in just four months.

  • Windsurf left a profitable GPU business to pursue a bigger vision: empowering developers with AI tools.

  • The company defied startup norms by building a massive 80-person sales team early to push B2B growth.

• Quitting your job to start a business? Watch this first

  • In this episode of the TxO Startup Hotline series, Kofi Ampadu of Andreessen Horowitz answers the classic founder dilemma.

  • He walks through the emotional and practical aspects of making that decision, touching on personal passion and business readiness.

  • The conversation explores the tension between the stability of a salary and the uncertainty of entrepreneurship.

• The dual-use founder: Vets bow building for America

  • a16z’s Matt Shortal hosts a panel with three defense-tech founders—John Doyle, David Tuttle, and Grant Jordan.

  • These founders of Cape, Rune, and Skysafe transitioned from military service to launching startups.

  • The discussion explores how their frontline experience shaped their companies and the defense industry’s evolving needs.

WORLD

• Carney appeals for support in Quebec, promises protection from Trump

  • Canadian Prime Minister Mark Carney took his election campaign to Quebec on Tuesday.

  • Carney says only he could protect the predominantly French-speaking province from U.S. President Donald Trump.

  • Polls show the ruling Liberals have a narrow lead over the Conservatives, he says, is one of the most crucial in Canada's history.

• China urges UK and EU to uphold multilateral trade in the face of US tariffs

  • Chinese Foreign Minister Wang Yi urged Britain and the European Union to safeguard multilateral trading systems

  • Beijing seeks to rally support from trading partners to counter US tariff measures.

  • Wang said China and the EU should shoulder international responsibility to defend multilateral trade and build an open world economy.

• Spain to reach 2% defense-spending target this year, PM Sanchez says

  • Spain will meet NATO’s defense spending target this year, Spanish Prime Minister Pedro Sánchez said Tuesday.

  • Sánchez said the government will raise defense spending by 10.5 billion euros to reach NATO’s target of 2% of GDP.

  • The spending will go toward telecommunications, cybersecurity, and buying military equipment, as well as raising salaries and adding troops.

AND MORE…

• Insta360’s new 360-degree action cam lets you replace damaged lenses

  • Insta360 has also upgraded the ability to capture more light will potentially improve the X5’s low-light performance.

  • The X5’s video capabilities max out at 8K/30 fps, even when using that new PureVideo low-light mode.

  • The framerate jumps to 60 fps with the resolution reduced to 5.7K, and can go as high as 120 fps for capturing slow motion video set to 4K. 

• The ultimate toolkit purpose-built for the internet era*

  • Since you’re reading this, you’re likely ambitious, strategic, and intelligent.

  • StrategyHub was designed specifically to help you turn that potential into tangible career acceleration.

  • This hub equips you with actionable insights, practical frameworks, and a step-by-step guide to level up your decision-making.

• Pinterest is prompting teens to close the app at school

  • Pinterest is testing a new pop-up prompt that it will display to minors in the US and Canada during school hours, encouraging them to close the app.

  • “Focus is a beautiful thing,” the prompt says. “Stay in the moment by putting Pinterest down and pausing notifs until the school bell rings.”

  • The pop-up will only appear to minors aged 13 to 17, and only between 8 AM and 3 PM, Monday to Friday.

• Manychat taps $140M to boost its business messaging platform with AI

  • Manychat, which provides a tool for automating conversation,s has picked up $140 million in a Series B round led by Summit Partners.

  • The funding is coming on the heels of strong growth for the startup. Manychat today has around 1.5 million customers across 170 countries.

  • Manychat is mostly profitable, as Yan describes it, the company ‘always operates on the edge of being kind of break even.’