• Ben Evans – AI eats the world
• Sequoia AI Ascent 2025
• Simon Sinek about AI
• Nvidia beats on earnings and revenue as data center sales jump 73%
• Amazon taps Xbox co-founder to lead new team developing ‘breakthrough’ consumer products
• Grammarly secures $1 billion from General Catalyst to build AI productivity platform
• Meta and Anduril Industries are collaborating to develop high-tech VR/AR headsets for the U.S. Army called EagleEye.
• DeepSeek’s distilled new R1 AI model can run on a single GPU
• Mark Zuckerberg says Meta AI has 1 billion monthly active users
• Automated architecture diagrams
• Practical AI resources on Prompt Engineering, Agents, and RAG
• Hugging Face introduces two open-source robot designs
• AI May Consume Half of Data Centre Power by End of 2025
• OpenAI wants ChatGPT to be a ‘super assistant’ for every part of your life
• Mary Meeker 2025
• “…AI could wipe out half of all entry-level white-collar jobs — and spike unemployment to 10-20% in the next one to five years, Amodei told us in an interview from his San Francisco office…”

• What Sam Altman Told OpenAI About the Secret Device He’s Making With Jony Ive (WSJ)
• AI Can’t Compete With Humans When It Comes to Reading the Room…People pick up on physical cues that artificial intelligence models miss (WSJ)
• Apple Plans Glasses for 2026 as Part of AI Push, Nixes Watch With Camera
• Microsoft says its Aurora AI can accurately predict air quality, typhoons, and more
• The Economic and Workforce Impacts of Open Source AI
• 100 things announced at I/O, Google I/O 2025 recap
• Mozilla is shutting down Pocket
• America’s Leading Alien Hunters Depend on AI to Speed Their Search
• Google has a big AI advantage: it already knows everything about you
• Paint, Snipping Tool, and Notepad updates with new features begin rolling out to Windows Insiders
• Wisk Aero and NASA sign five-year partnership to advance sustainable autonomous flights

Mind-Chi Kuo on Jony Ive and Sam Altman’s AI device:

• The current prototype is slightly larger than the AI Pin, with a form factor as compact and elegant as an iPod Shuffle.
• One of the intended use cases is wearing the device around the neck.
• It will have cameras and… pic.twitter.com/UvLrgx4Wh4

— Ben Geskin (@BenGeskin) May 22, 2025

• OpenAI launches Codex, an AI coding agent, in ChatGPT
• Klarna CEO: We’re Giving AI More Customer Service Work, Not Less.”…“Our agent, that we launched about a year ago, is still dealing with about 1.3 million errands per month,” Siemiatkowski told me, “which is the equivalent of what previously was done by about 800 people on a monthly basis…”
• Vibe-coding startup Windsurf launches in-house AI models
• An AI start-up behind a chatbot that replicates an investment banker has raised $50mn
• According to the last poll by Ofcom, four out of five 13-17 year olds in the UK are using generative AI
• FBI: US officials targeted in voice deepfake attacks since April
• Netflix will show generative AI ads midway through streams in 2026
• Meta Is Delaying the Rollout of Its Flagship AI Model
• “…If you have an agent that really knows you, because it has kept this memory of conversations, it makes the whole service more sticky, so that once you’ve signed on to using [one product] you will never go to another one,” said Pattie Maes, a professor at MIT’s media lab and specialist in human interaction with AI…”
• Apple’s new CarPlay Ultra is ready, but only in Aston Martins for now
• “…Your Tesla has better AI than any US aircraft.Your Roomba has better autonomy than most of the Pentagon’s weapons systems. And your Snapchat filters,they rely on better computer vision than our most advanced military sensors…”
• AlphaEvolve: A Gemini-powered coding agent for designing advanced algorithms
• Netflix ad tier now has 94 million monthly active users

To put the new 5GW AI campus in Abu Dhabi (UAE) into perspective. It would support up to 2.5 million NVIDIA B200s.

That's bigger than all other major AI infrastructure announcements we've seen so far. pic.twitter.com/Rg272brdPq

— Lennart Heim (@ohlennart) May 15, 2025

• “…Apple Inc. is “actively looking at” revamping the Safari web browser on its devices to focus on AI-powered search engines, a seismic shift for the industry hastened by the potential end of a longtime partnership with Google…”
• In 2020, Apple’s share of App Store commissions was approximately $4.76 billion, growing to over $10.1 billion by 2024
• OpenAI names Instacart leader Fidji Simo as new CEO of Applications
• RSAC 2025: Why the AI agent era means more demand for CISOs
• 37signals is completing its on-prem move, deleting its AWS account to save millions
• ‘AI is already eating its own’: Prompt engineering is quickly going extinct
• Linux kernel is leaving 486 CPUs behind, only 18 years after the last one made
• Alibaba’s ‘ZeroSearch’ lets AI learn to google itself — slashing training costs by 88 percent
• Apple is planning smart glasses with and without AR
• Figma’s big AI update takes on Adobe, WordPress, and Canva
• Ontario modular reactor to be first in “Western world,” GE predicts
• Apple’s Eddy Cue: ‘You may not need an iPhone 10 years from now’
• Uber Autonomous Vehicles (AV) approximately 100 vehicles are now busier than over 99% of all drivers in Austin in terms of completed trips per day.
• Don’t need much sleep? Mutation linked to thriving with little rest

Here is how Retrieval-Augmented Generation (𝗥𝗔𝗚) compares to Cache-Augmented Generation (𝗖𝗔𝗚) 👇

There has been a lot of buzz surrounding CAG few months ago. Let’s see what the differences are between RAG and CAG:

𝘙𝘈𝘎

These are the steps for implementing generation… pic.twitter.com/1tCN2shZIO

— Aurimas Griciūnas (@Aurimas_Gr) May 9, 2025

Essential Product Management Bookshttps://t.co/Sd4aqE4ZvH pic.twitter.com/hWOPwh7644

— Bilgin Ibryam (@bibryam) May 7, 2025

• Apple reports Q2 revenue up 5% YoY to $95.4B, vs. $94.6B est., Q2 revenue from Services, which includes the App Store, Apple TV+, and Apple Music, up 12% YoY to $26.65B
• Apple updates App Store Guidelines to allow links to external payments
• Apple says Trump import tariffs will increase its costs by $900 million this quarter
• Amazon CEO says 100,000 users now have Alexa+
• Uber Launches Product for Seniors, With Rival Lyft Following Suit
• NASA’s SPHEREx Space Telescope Begins Capturing Entire Sky
• “…Mark Zuckerberg and Meta are pitching a vision of AI chatbots as an extension of your friend network and a potential solution to the “loneliness epidemic…”
• An Interview with Meta CEO Mark Zuckerberg About AI and the Evolution of Social Media
• Google funding electrician training as AI power crunch intensifies…will bring more than 100,000 sorely needed electricians into the trade to meet the demands of an AI-driven surge in data centers and power generation
• “Microsoft…after 10 consecutive quarters of increased spending for artificial intelligence, the company has tapped on the brakes, according to financial results released Wednesday…”
• Microsoft CEO says up to 30% of the company’s code was written by AI
• Trust, attitudes and use of artificial intelligence KPMG
• Large Language Models, Small Labor Market Effects
• Visa and Mastercard unveil AI-powered shopping

Quarter Results AI Summary

Company (Ticker)	Revenue (Value, YoY Growth %)	Key Segment Growth	Key Notes
Apple (AAPL)	$95.4B, +5%	Services +12%	Strong quarter with record Services revenue and significant capital returns ($100B buyback, dividend hike). However, results overshadowed by $900M projected Q3 tariff impact and strategic supply chain shift, moving significant iPhone/iPad production to India/Vietnam.
Amazon (AMZN)	$155.7B, +9%	AWS +17%, Ads +18%	Beat Q1 estimates driven by strong Ad growth and steady AWS, though AWS growth rate slowed. Issued cautious Q2 operating income guidance below consensus, explicitly citing potential tariff risks as a headwind.
Microsoft (MSFT)	$70.1B, +13%	Azure +33% (+35% cc)	Delivered a very strong quarter, beating estimates significantly, fueled by accelerating Azure growth (+33%/35%cc) driven by AI demand outpacing supply. AI business surpassed $13B run rate; reaffirmed massive $80B FY25 infrastructure investment plan.
Alphabet (GOOGL)	$90.2B, +12%	Cloud +28%	Reported strong Q1 results beating estimates, driven by resilient Search/YouTube Ads and robust Cloud growth (+28%) fueled by AI. Announced first-ever dividend and $70B buyback, signaling maturity while continuing huge AI infrastructure investments (~$75B CapEx in 2025).
Meta Platforms (META)	$42.3B, +16%	Ads: Impressions +5%, Price +10%	Beat Q1 estimates with strong revenue/EPS growth and raised FY25 CapEx guidance ($64-72B) for AI infrastructure. Faces significant EU regulatory risks impacting its ad model and a major copyright lawsuit over AI training data.

• Apple aims to source all US iPhones from India in pivot away from China (FT)
• Gemini to Arrive On-Premises with Google Distributed Cloud
• Alphabet reports Q1 revenue up 12% YoY to $90.2B, net income up 46% to $34.54B, Services revenue up 10% to $77.3B, and Other Bets revenue down 9% to $450M
• AI Overviews is now used by more than 1.5 billion users monthly across over 100 countries
• In the age of AI, we must protect human creativity as a natural resource
• UK’s Deliveroo gets $3.6 billion buyout proposal from DoorDash
• Waymo reports 250,000 paid robotaxi rides per week in U.S.
• 2025: The Year the Frontier Firm Is Born
  • You can buy intelligence on tap
  • Human-agent teams will upend the org chart
  • Every employee becomes an agent boss
• Quantum messages travel 254 km using existing infrastructure for the first time
• AI is changing how software companies charge customers. Welcome to the pay-as-you-go future
• Apple to Strip Secret Robotics Unit From AI Chief Weeks After Moving Siri
• Google Gemini has 350M monthly users
• OpenAI Forecasts Revenue Topping $125 Billion in 2029 as Agents, New Products Gain

• Citing recent comments by James Cameron, Netflix Co-CEO Ted Sarandos said he hopes AI can make films “10% better,” not just “50% cheaper.”
• OpenAI is in advanced talks to buy coding assistant company Windsurf for more than $3 billion…OpenAI looked at buying Cursor creator before turning to AI coding rival Windsurf
• Microsoft researchers say they’ve developed a hyper-efficient AI model that can run on CPUs, hugging face link
• Amazon’s secret Vega OS inches closer to launch
• Video: Stanford CS229 I Machine Learning I Building Large Language Models (LLMs)
• Meta blocks Apple Intelligence on Facebook and its other iOS apps
• Overcoming React Development Hurdles: A Guide for Developers
• Google DeepMind Is Hiring a ‘Post-AGI’ Research Scientist
• Cognitive Load is what matters
• OpenAI is working on its own X-like social network, according to multiple sources familiar with the matter
• Android phones will soon reboot themselves after sitting unused for 3 days

• James Cameron: AI Could Help Cut VFX Costs in Half, Saving Blockbuster Cinema
• Apple chartered cargo flights to ferry 600 tons of iPhones, or as many as 1.5 million, to the United States from India
• CEO Andy Jassy’s 2024 Letter to Shareholders
• “…electricity demand from data centres worldwide is set to more than double by 2030 to around 945 terawatt-hours (TWh), slightly more than the entire electricity consumption of Japan today…”
• “…The drug discovery market is expected to reach $71 billion in value by 2025 as AI continues to change the industry.On average, it can take anywhere between 10 and 15 years — and sometimes more than $2 billion — for a drug to make it from the bench to final approval from the Food and Drug Administration…”
• Google introduces Firebase Studio, an end-to-end platform that builds custom apps in-browser
• Agent Development Kit: Making it easy to build multi-agent applications…A2A Protocol
• OpenAI gets ready to launch GPT-4.1
• Anthropic Education Report: How University Students Use Claude
• Walmart executives tell Axios the new Trend-to-Product, a “trend-sensing design tool,” shortens the production timeline for fashion items by as much as 18 weeks
• AI models still struggle to debug software, Microsoft study shows

I heard this internal memo of mine is being leaked right now, so here it is: pic.twitter.com/Qn12DY7TFF

— tobi lutke (@tobi) April 7, 2025

📢Introducing #AIIndex2025: This year's report highlights the most critical trends in AI – from shifting geopolitical landscape and rapid technological evolution, to AI’s expanding role in science and medicine, business, and public life. Read more: https://t.co/PxHhsKO9dD pic.twitter.com/GXSK1AZaHU

— Stanford HAI (@StanfordHAI) April 7, 2025

Students mostly used AI to create and analyze, according to our analysis using Bloom’s Taxonomy of educational goals.

Whether cheating or not, this raises important questions about how to stop students offloading important cognitive tasks to AI. pic.twitter.com/odU8y2YLIb

— Anthropic (@AnthropicAI) April 8, 2025

• YouTube Could Be Worth $550 Billion as Analyst Crowns Platform ‘New King of All Media’
• Gmail is making it easier for businesses to send encrypted emails to anyone
• Amazon’s new AI agent will shop third-party sites for you
• Amazon Kindle’s new feature uses AI to generate recaps for books in a series
• How the U.S. Public and AI Experts View Artificial Intelligence
• Midjourney releases V7, its first new AI image model in nearly a year
• No Uploads Needed: Google’s NotebookLM AI Can Now ‘Discover Sources’ for You
• “..DeepMind suggests developers use techniques like amplified oversight, in which two copies of an AI check each other’s output, to create robust systems that aren’t likely to go rogue..”
• 70% of the 20,000 satellites ever launched remain in space today
• “…Amazon said next week’s mission — known as Kuiper-1 or KA-1 (for Kuiper Atlas 1) — will put 27 Kuiper satellites into orbit at an altitude of 280 miles (450 kilometers)…”
• Microsoft leaders, past and present, on the company’s legacy and impact
• The Art of Postmortem
• Bloomberg Has a Rocky Start With A.I. Summaries