• Australia's online safety regulator says social media use among under-16s fell to 81.5% in March 2026, compared to 85.9% before ban took effect in December 2025 (Angus Whitley/Bloomberg)
• Google Earth's Nano Banana 2 feature generates images of refugees near Mexico's border and a nuclear plant in Iran; Google says images carry a SynthID watermark (Henk van Ess/Digital Digging)
• Papers and patents: Chinese military researchers distilled OpenAI and Anthropic models to train domestic AI systems and advance China's defense capabilities (Eduardo Baptista/Reuters)
• An interview with Granola CEO Chris Pedregal on making the AI note taker invisible and work across apps, and why he rejects executives seeking employees' notes (Casey Newton/Platformer)
• Sony reports Q1 PS5 sales of 1.38M units, down from 1.56M a year ago, taking total sales of the console to 95.3M units, and 125M PlayStation MAUs, up 2M YoY (Ethan Gach/Kotaku)
• Sony reports Q1 operating profit up 40% YoY to ~$2.92B, raises FY profit forecast by 8% to ~$10.56B, and says it secured enough memory chip supply for the FY (Sam Nussey/Reuters)
• MiniMax releases H3, a video model that generates up to 15-second clips in 2K resolution with native stereo sound, and plans to release its weights within days (Eduardo Baptista/Reuters)
• Google, Amazon, Microsoft, and Meta spent a combined $1.1T in capex from the start of the AI boom in 2023 through June 2026 and plan to spend $745B this year (Financial Times)
• A leaked memo, issued by the water utilities information sharing group WaterISAC, links dozens of cyberattacks against Minnesota water utilities to Iran (Andy Greenberg/Wired)
• Sources: SoftBank gave $50M to Trump's library; Apple, Microsoft, and Amazon gave $25M, $10M, and $5M to his WH ballroom; Meta gave $10M to a pro-Trump group (Wall Street Journal)
• Apple forecasts Q4 revenue growth of 9% to 11% YoY, below a 12%+ estimate, citing supply constraints and currency fluctuations; AAPL drops 5%+ after hours (Mark Gurman/Bloomberg)
• Sources: Tesla prepared to separate its China unit before a potential SpaceX merger; advisers weighed a sale, spinoff, or closure; Musk calls it "fake news" (Wall Street Journal)
• SK Hynix and Samsung shares surge 20%+ in Seoul on Friday, marking a sharp reversal from this week's sell-off; Japanese stocks like SoftBank also rally (Lee Ying Shan/CNBC)
• Chip stocks rallied Thursday after strong Microsoft and Lam Research earnings: Lam Research closed up 18%, Micron 18%, Sandisk 26%, Arm 7%, AMD 13%, Intel 11% (Samantha Subin/CNBC)
• Apple CFO Kevan Parekh says Services surpassed 1.5B paid subscriptions, up from 1B in January 2025, but a gaming slowdown and App Store changes hurt growth (Sarah Perez/TechCrunch)
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