Apple-OpenAI Alliance Frays
Apple's partnership with OpenAI faces potential legal action.
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The day in brief
OpenAI has integrated its AI coding assistant, Codex, into the ChatGPT mobile app, making it accessible on both iOS and Android devices. This new feature allows users to manage coding tasks remotely, enhancing productivity and workflow flexibility. With over four million weekly users, Codex now supports remote SSH and customizable workflow hooks for enterprise teams.
Apple's partnership with OpenAI is reportedly under significant strain, with OpenAI considering legal action due to unmet expectations from their collaboration. The two-year-old alliance, which aimed to integrate ChatGPT into Apple's ecosystem, has failed to deliver the anticipated revenue and benefits, prompting OpenAI to explore its legal options.
During a two-day summit in Beijing, President Donald Trump and Chinese leader Xi Jinping focused on the need for 'standard guardrails' on artificial intelligence (AI) and discussed Nvidia's H200 chips. Trump emphasized the importance of collaboration between the two nations to establish effective AI regulations.
Cerebras Networks made a significant market debut, with shares skyrocketing 68% on Nasdaq, bringing the company's valuation to $95 billion. Meanwhile, President Donald Trump wrapped up a two-day summit with China's Xi Jinping, where they discussed trade relations and strategic stability, with Trump inviting Xi to the U.S. in September.
OpenAI has launched new personal finance tools for ChatGPT Pro users in the U.S., enabling them to connect their bank accounts for enhanced financial management. Subscribers can link accounts from over 12,000 financial institutions through Plaid, allowing for personalized financial advice and spending analysis.
Anthropic is in negotiations for a funding round that could elevate its valuation to $900 billion, surpassing OpenAI's current valuation of $852 billion. This rapid increase from $350 billion in January is attributed to projected annualized revenue of $45 billion and strong investor interest.
Billionaire investor Bill Ackman has acquired a significant stake in Microsoft through his firm Pershing Square, capitalizing on the tech giant's recent stock decline. Ackman believes that concerns over Microsoft's competitiveness in AI and the durability of its Azure cloud growth are overstated, and he views the company's strong software franchises as undervalued.
Meta has enhanced its Ray-Ban Display glasses by introducing third-party app support and a new virtual writing feature. Developers can now create applications for the glasses using mobile and web platforms, while users can send messages through hand gestures in apps like WhatsApp, Messenger, and Instagram. The rollout of these features is expected to begin in the coming weeks, coinciding with the anticipated launch of Android XR glasses.
Microsoft is discontinuing most internal Claude Code licenses, transitioning developers to GitHub Copilot CLI by June 30, 2026. This decision primarily affects the Experiences and Devices team, which oversees key products like Windows and Microsoft 365, and is driven by financial considerations as the fiscal year-end approaches.
Anthropic has announced a significant increase in usage limits for its Claude Code Pro and Max plans, doubling them in response to an overwhelming 80x growth in user demand. This surge far exceeds the company's initial expectations of a 10x increase, prompting rapid feature development cycles that now last as short as one week.
Spotify has announced its integration of Apple's HLS technology for video podcasts, enabling creators to publish content across both Spotify and Apple Podcasts seamlessly. This move aims to enhance the viewing experience by automatically adjusting video quality based on network conditions, catering to the growing demand for visual content in the podcasting space.
Anthropic has identified the source of recent quality complaints regarding its Claude Code AI model, linking them to three overlapping product changes made between March and April 2026. A 3% drop in performance was attributed to a system prompt change, while a caching bug led to significant memory loss affecting user interactions. All identified issues were resolved by April 20, 2026, allowing for the reset of usage limits for subscribers.
Former Meta news chief Campbell Brown has launched Forum AI to address the challenges of misinformation in artificial intelligence. The company aims to achieve a 90% consensus between AI models and human experts, supported by a recent $3 million funding round led by Lerer Hippeau. Brown has criticized the current compliance landscape as a 'joke,' citing that over half of AI audits in New York City revealed undetected violations.
Elon Musk's xAI is collaborating with major financial firms, including Morgan Stanley and Apollo Global Management, to test its new Grok chatbot. Despite the initial interest from these institutions, actual usage of the chatbot among financiers has been low, raising questions about its adoption in the competitive finance sector.
Nvidia CEO Jensen Huang has joined President Donald Trump on a pivotal trip to China, following Trump's personal request. The summit, described as one of the most significant in recent history, aims to address trade issues and includes other tech leaders like Elon Musk and Tim Cook.
Google has revised its spam policy to include attempts to manipulate its AI search model, categorizing such efforts as spam. This includes tactics like biased listicles and recommendation poisoning, which aim to deceive users and artificially boost content rankings. Sites found engaging in these practices risk penalties, such as lower rankings or complete removal from search results.
Google has introduced a new set of 3D emoji designs for Android 17, set to debut on Pixel phones later this year. The redesign aims to enhance digital communication by adding depth and texture, allowing for more expressive online interactions.
Rapido, an Indian ride-hailing startup, announced it has raised $240 million in funding, boosting its valuation to $3 billion. The investment, led by Prosus, will help Rapido expand its presence in high-growth markets and enhance its driver network. The company, which operates in over 400 cities, has also entered the food delivery business, reflecting its strategy to adapt to India's challenging mobility landscape.
Samsung Electronics Co.'s top executives made a rare visit to the leaders of the company's largest labor union to revive stalled wage negotiations after government-mediated talks collapsed. This visit comes as investor concerns mount over a potential strike, with the union threatening an 18-day walkout starting May 21 if their demands are not met.
Amazon's CEO Andy Jassy is spearheading a major shift in the company's strategy by investing billions into artificial intelligence. This move comes as Amazon faces significant challenges in the market, prompting a reevaluation of its operational playbook to better compete in the AI-driven future.
The archive
Apple's partnership with OpenAI faces potential legal action.
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Google bans AI manipulation tactics in search results.
Read sourceJim Cramer advises trimming exposure to Arm Holdings.
Read sourceOpenAI introduces personal finance tools for ChatGPT Pro users.
Read sourceUS officials discard items after China summit for security reasons.
Read sourceAnthropic's valuation surges to $900 billion amid funding negotiations.
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Read sourcex.AI launches Grok Build, its first coding agent.
Read sourceBill Ackman invests in Microsoft amid stock decline.
Read sourceMicrosoft shifts developers from Claude Code to Copilot CLI.
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