Tech Brew Ride Home

SpaceX filed publicly for its IPO on Nasdaq, revealing $18.7B in 2025 revenue, billions in losses, and Musk's 85.1% voting control. Anthropic pays SpaceX $1.25B per month for compute. Nvidia beat estimates again, Spotify launches Reserved ticketing, and Waymo suspends service over flooding.


SpaceX files publicly for its IPO, choosing Nasdaq to make its debut under the symbol SPCX; Elon Musk's shares give him 85.1% of the voting power in the company (Bloomberg)


SpaceX's S-1 reveals Anthropic is paying $1.25B per month through May 2029 under their Colossus compute deal, with a 90-day termination clause (The Verge)


Spotify partners with Live Nation to launch Reserved, a new feature that sets aside tickets for the most dedicated fans, starting with Premium users in the US (Hollywood Reporter)


Spotify debuts a desktop app for creating personal podcasts, competing with Google's NotebookLM, with support for daily briefings based on email and calendar (TechCrunch)


Nvidia reports Q1 revenue up 85% YoY to $81.62B, above $78.86B est., Data Center revenue up 92% YoY to $75.2B, and announces an $80B share repurchase program (Nvidia)


Waymo suspends operations in Atlanta and San Antonio as its robotaxis struggle with flooded roads and says it has yet to develop a "final remedy" for flooding (TechCrunch)

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Google dominated I/O with Gemini 3.5 Flash, its fastest agentic model yet, plus Gemini Spark as a 24/7 personal agent. It also launched Gemini Omni for video generation, overhauled its search box, shipped Antigravity 2.0, and added Street View to Project Genie.


Google rolls out Gemini 3.5 Flash, its "strongest agentic and coding model yet", for tackling long-horizon agentic tasks, in the Gemini app and Search's AI Mode (Google)


Google announces Gemini Spark, a "24/7 personal AI agent" that is powered by Gemini 3.5 and supports integrations with Google Workspace apps, including Gmail (Engadget)


Google launches Gemini Omni, a multimodal model it says can "create anything from any input", starting with video generation, for Google AI Plus, Pro, and Ultra (VentureBeat)


Google overhauls its search box, letting users input longer queries, including with photos and videos, and automate searches with Gemini 3.5 Flash-based agents (NYT)


Google introduces Antigravity 2.0, featuring an updated desktop app that lets users orchestrate agents, an Antigravity CLI tool, and an SDK for custom workflows (TechCrunch)


Google adds Street View integration to Project Genie, its interactive world builder, and expands Genie from the US to adult Google AI Ultra subscribers globally (Engadget)

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The Musk v. Altman jury unanimously rejected Musk's claims on statute of limitations grounds. Andrej Karpathy joined Anthropic's pre-training team. Polymarket partners with Nasdaq on private company markets, Blackstone and Google form a TPU venture, and KPMG embeds Claude into tax advisory.


Musk v. Altman: the jury unanimously rejects Elon Musk's claims against OpenAI and Sam Altman, as he filed them outside of a three-year statute of limitations (CNBC)


Andrej Karpathy joins Anthropic to help launch a team focused on using Claude to accelerate pre-training research; he helped found OpenAI and worked at Tesla (Axios)


Polymarket partners with Nasdaq to launch markets tied to private company milestones, including IPO timing, valuations, earnings, and secondary market activity (The Block)


Blackstone announces a joint venture with Google to create a US company that will offer customers Google TPU access, and makes a $5B initial equity commitment (WSJ)


KPMG partners with Anthropic to embed Claude into its tax and advisory platforms; KPMG's tax and legal services unit saw revenue grow ~8% YoY to $9.3B in 2025 (WSJ)

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OpenAI debuted personal finance tools via Plaid for Pro users. AI startups generate ~$80B in annualized revenue, with Anthropic and OpenAI capturing 89%. ArXiv cracks down on AI slop, Apple's Siri relaunch may still be a beta, and SF vibes are frenetic.


OpenAI debuts personal finance tools for US ChatGPT Pro users, partnering with Plaid to give access to 12K+ financial institutions to analyze spending and more (TechCrunch)


Analysis: 34 leading AI startups are generating ~$80B in annualized revenue, up 112% from six months ago, with Anthropic and OpenAI capturing 89% of the revenue (The Information)


ArXiv, the repository of preprint academic research, says it will ban authors for a year if their papers have "incontrovertible evidence" of AI-generated work (404 Media)


Sources: Apple's revamped Siri may launch in beta, and will have an option to auto-delete chats; Apple plans to add Suggested Genmoji to iOS 27 and iPadOS 27 (Bloomberg)


A college senior at Stanford describes how AI has changed classes: cheating using AI "has become omnipresent" with students "fudging just about everything" (NYT)


SF vibes are frenetic over the huge divide in outcomes and career uncertainty for software engineers; over 5 years ~10K people in AI attained retirement wealth (X / @deedydas)

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Musk v. Altman went to closing arguments, with Musk's lawyer hammering Altman's credibility while OpenAI says Musk has no evidence. Google tests cutting free Gmail storage to 5GB, Meta opens Ray-Ban Display to developers, OpenAI brings Codex to mobile, and xAI launches Grok Build.


⁠Musk v. Altman: in closing arguments, Musk's attorney doubled down on claims of Altman's untrustworthiness, while OpenAI's lawyer said Musk has no evidence⁠ (AP)


⁠Google confirms a new storage policy test, after some users reported that new Gmail accounts get 5GB, not 15GB, of free storage if they don't add a phone number⁠ (Android Authority)


⁠Meta rolls out new features for its Ray-Ban Display glasses, including neural handwriting support for all users, and opens the device to third-party developers⁠ (The Verge)


⁠OpenAI adds remote access to Codex in the ChatGPT mobile app, letting users control Codex sessions running on a computer directly via iOS, iPadOS, and Android⁠ (9to5Mac)


⁠xAI launches Grok Build, an agent and CLI for coding, building apps, and automating workflows, in early beta, available first for SuperGrok Heavy subscribers⁠ (Bloomberg)


⁠OpenEvidence, an AI clinical tool, is now used by ~65% of US doctors across 27M clinical encounters per month, becoming an AI-era equivalent of consulting a colleague⁠ (NBC News)


⁠Janitor AI, a romantic fantasy roleplay chatbot site run by three men, claims 2.5M DAUs and 15M total users, with 70–80% identifying as women⁠ (Forbes)

Longreads


⁠OpenEvidence, an AI clinical tool, is now used by ~65% of US doctors across 27M clinical encounters per month, becoming an AI-era equivalent of consulting a colleague⁠ (NBC News)


⁠Janitor AI, a romantic fantasy roleplay chatbot site run by three men, claims 2.5M DAUs and 15M total users, with 70–80% identifying as women⁠ (Forbes)

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