TSMC Q1 revenue rockets 35% on strong AI demand
TSMC's revenue surges amid AI chip demand.
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The day in brief
OpenAI has launched a new $100 per month ChatGPT Pro subscription aimed at heavy Codex users, significantly enhancing usage limits compared to its previous plans. In a memo to investors, OpenAI criticized Anthropic for being 'compute constrained' and projected a massive 30 gigawatts of compute capacity by 2030, far exceeding Anthropic's anticipated 7 to 8 gigawatts by 2027.
YouTube has announced a price increase for its Premium and Music subscription services in the U.S., with the individual plan rising from $13.99 to $15.99 per month. The family plan for YouTube Music will now cost $26.99, up from $22.99, marking the first price hike since 2023. Current subscribers will receive notifications about the changes at least 30 days prior to their next billing cycle.
Instagram has rolled out a new feature allowing users to edit their comments within a 15-minute window after posting. This update aims to enhance user experience by addressing common frustrations like typos and hasty comments. Edited comments will display an 'Edited' label, but the original text will not be accessible to others.
Samsung is set to restock its highly anticipated Galaxy Z TriFold today at 10AM ET, following previous sales that sold out within minutes. Priced at $2,900, this tri-folding phone has generated significant interest, prompting users to prepare for the limited availability.
Federal Reserve Chair Jerome Powell and Treasury Secretary Scott Bessent convened a meeting with major U.S. bank CEOs to address the cyber threats posed by Anthropic's newly launched AI model, Mythos. The discussion highlighted concerns that hackers could exploit the model's capabilities, prompting banks to enhance their cybersecurity measures.
Alibaba has announced its new AI video model, HappyHorse-1.0, which has quickly ascended to the top of global benchmarks for both text-to-video and image-to-video generation. This launch comes amid increasing competition in the AI sector, particularly following OpenAI's discontinuation of its Sora video generation app. Alibaba's stock surged by 6.75% as speculation grew around the model's capabilities and potential impact.
Florida Attorney General James Uthmeier has initiated an investigation into OpenAI amid allegations that its AI model, ChatGPT, may have been involved in the planning of a mass shooting at Florida State University (FSU) in April 2025. The investigation will examine potential connections between ChatGPT and criminal behavior, including a lawsuit filed by the victim's family claiming the shooter communicated with the AI prior to the attack.
Anthropic's AI model, Claude Mythos, has undergone a unique psychiatric evaluation, spending 20 hours in therapy with a psychodynamic psychiatrist. The evaluation revealed that Claude exhibited human-like psychological traits, such as curiosity and anxiety, while maintaining a personality consistent with a healthy neurotic organization.
Google's Gemini AI has launched a new feature that allows users to generate and manipulate interactive 3D models and simulations directly in the chat interface. This update enhances user engagement by enabling real-time adjustments to variables such as speed and visibility, making it a valuable tool for learning and exploration.
A number of Google Pixel owners are facing bootloop issues, where devices are stuck on the 'G' logo at startup, following the March 2026 update. Affected models include the Pixel 6, Pixel 7 Pro, and Pixel 10 Pro XL, although the issue is not widespread. Google is actively investigating the problem and is working on a resolution while encouraging users to report any bugs they encounter.
Meta's Muse Spark AI model was launched as part of a significant update to its AI initiatives, with the Meta AI app experiencing a notable rise in downloads, now ranking No. 5 in the U.S. App Store. However, the app has drawn criticism for notifying users' friends about their usage, leading to potential embarrassment and privacy issues, especially as some users inadvertently shared sensitive information through the app's features.
Amazon Luna is transitioning to a simplified model by offering only a single subscription option, akin to Google's Stadia Pro, effective April 10, 2026. This change involves discontinuing support for third-party game stores, individual game purchases, and various subscription channels, leaving users with a rotating library of games available through Amazon Prime or a $9.99 monthly subscription.
Amazon has officially launched Prime Video Ultra, a new ad-free subscription tier priced at $4.99 per month, replacing the previous plan. This new offering includes features such as exclusive 4K/UHD streaming, support for up to five simultaneous streams, and an increase in offline downloads from 25 to 100, making it a more attractive option for users seeking high-quality content without ads.
Apple Wallet's car key feature is gaining traction as Lexus prepares to support it, beginning with the 2026 ES model. This addition follows a recent surge of automakers adopting the technology, highlighting Apple's expanding influence in the automotive sector.
Apple and chipmakers like Qualcomm are creating next-generation AI assistants that incorporate user approval checkpoints for sensitive actions, such as payments and account changes. This 'human-in-the-loop' model ensures that while the AI can prepare actions, user confirmation is necessary before finalizing any task, thus enhancing privacy and control over data.
Meta has transitioned from its open-source roots with the launch of Muse Spark, its latest AI model, which is entirely proprietary and not available for public download. This shift comes after a significant investment of $14.3 billion and a complete overhaul of its AI infrastructure, aiming to deliver a more capable and efficient model that integrates advanced multimodal reasoning and tool-use features, while also prioritizing health applications.
Microsoft has begun removing the Copilot buttons from various Windows 11 applications, including Notepad and the Snipping Tool. This decision aims to eliminate unnecessary entry points for the AI feature, although the underlying AI functionality will remain accessible through alternative menus. The update is part of Microsoft's ongoing efforts to enhance the usability of Windows 11.
Netflix has expanded its TV gaming offerings by introducing the Jackbox Party Essentials pack, which includes popular titles like Drawful 2, Fibbage 4, and Quiplash 3. Subscribers can access these games at no extra charge and use their smartphones as controllers, making it easy to engage in multiplayer fun. This move enhances Netflix's gaming strategy, which aims to attract users with interactive entertainment options.
The archive
TSMC's revenue surges amid AI chip demand.
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Michael Burry maintains bearish stance on Palantir despite stock boost.
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