• A profile of Jacob Andreou, the 33-year-old former Snap exec leading Microsoft's consolidated Copilot team efforts to catch up with OpenAI and Anthropic (Sebastian Herrera/Fortune)
• Masayoshi Son questioned Musk's orbital AI data centers, noting electricity is just 7% of costs and the AI race will be won on Earth within a few years (Tim Higgins/Wall Street Journal)
• A look at a thriving underground economy for Claude access in China, including "transfer station" sites that buy API tokens abroad and distribute them to users (Wired)
• Apple's appeal to a London Court of Appeal ruling begins Monday at the UK Supreme Court; the ruling required it to pay $502M for using Optis' wireless patents (Alistair Gray/Financial Times)
• Researchers say Z.ai's GLM-5.2 matches latest US models at finding security bugs, as critics question the US' lax approach in restricting Chinese open models (Wall Street Journal)
• Sources: Google told Meta around March it couldn't offer all the Gemini capacity Meta wanted to buy, disrupting and delaying some of Meta's internal AI projects (Financial Times)
• Sources: Salesforce staff worry Anthropic's Claude Tag could cannibalize Slackbot and give the AI firm more leverage over the enterprise software industry (Laura Bratton/The Information)
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• The rapid pace of AI progress has created a pervasive fear of missing out across Silicon Valley, fueling anxiety among founders, executives, employees, and VCs (Bloomberg)
• Sports clips' rise on platforms like YouTube has left broadcasters debating whether to use them to attract younger viewers or protect their subscription revenue (Lillian Rizzo/CNBC)
• Tokyo-based Sakana AI's Fugu and China-based 360's cybersecurity model Tulongfeng claim to rival Anthropic's banned Mythos and Fable 5 amid the US export ban (Kate Park/TechCrunch)
• AI executives and lobbyists say they are seeking regulatory clarity from the Trump administration but are wary of pressing for answers, fearing retaliation (Politico)
• A look at South Korea's four vocational "meister" schools that train students to work in semiconductor manufacturing, leading to jobs at Samsung and SK Hynix (Max Kim/New York Times)
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