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Weekly#634

  • 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