• Analysis and filings: Google owns a ~5% SpaceX stake, down from 6.11% at 2025's end; if SpaceX hits a $2T IPO valuation, Google's stake would be worth $100B (Bloomberg)
• YouTube now lets users set a zero-minute Shorts time limit, effectively removing them from its iOS and Android app; the lowest previous option was 15 minutes (Stevie Bonifield/The Verge)
• Germany-based Synera, which develops AI agents to automate CAD and engineering workflows, raised $40M to expand across Europe, the US, and Asia-Pacific (Duncan Riley/SiliconANGLE)
• Copenhagen-based Spektr, which develops AI agents for compliance teams in financial services, raised a $20M Series A led by NEA, taking total funding to $26M (Mary Ann Azevedo/Crunchbase News)
• TSMC reports Q1 revenue up 35.1% YoY to ~$35B, net income up 58.3% YoY to ~$18B, both above est., and says 7nm or smaller chips were ~74% of its wafer revenue (Dylan Butts/CNBC)
• Voice actors worldwide are mobilizing to protect their livelihoods and personality rights as Hollywood studios push AI dubbing to replace human performances (Rina Chandran/Rest of World)
• A primer on "interpretability" and how AI researchers are figuring out how to open and understand the "black box" that holds the formulas within most AI models (Oliver Whang/New York Times)
• How cyberscammers are bypassing major banks' KYC facial scans using stolen biometric data and virtual camera tools sold via Telegram channels (Fiona Kelliher/MIT Technology Review)
• India produces 1.5M+ computer science graduates annually, but scale is no longer an advantage with the rise of AI coding; Infosys revamps hiring to focus on AI (Saritha Rai/Bloomberg)
• Analysis: China's chipmaking tool imports from Singapore rose 17% YoY to $5.7B in 2025 and Malaysia rose 2x+ to $3.4B; direct US imports fell 34% YoY to ~$2B (Nikkei Asia)
• Sources: Ola's AI venture Krutrim's smart assistant Kruti is unavailable to users and the development of its Indian multilingual LLM, Krutrim 3, has stalled (Swathi Moorthy/The Economic Times)
• Amazon launches its first smart warehouse in Shenzhen, aiming to cut local merchant storage costs by up to 45% as competition with Shein and Temu intensifies (Iris Deng/South China Morning Post)
• Ohio's gambling regulator proposes to fine Kalshi $5M for unlicensed sports gambling, after a federal judge ruled that Kalshi's sports bets constitute gambling (Max Filby/The Columbus Dispatch)
• OpenAI updates Agents SDK with native sandboxing and an in-distribution harness for deploying and testing agents on long-horizon tasks (Lucas Ropek/TechCrunch)
• Companies that hire young "AI natives" have found that AI tools can be both helpful and debilitating to workers, in some cases requiring more careful oversight (Jo Constantz/Bloomberg)
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| • Amazon MGM's 2026 theatrical slate includes 'Highlander' and 'Spaceballs: The New One'
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