Tech Brew Ride Home

Netflix beat on revenue and income but dropped 10%+ on weak Q2 guidance as Reed Hastings exits the board. Anthropic launches Claude Design, OpenAI overhauls Codex Desktop with computer control, and DeepSeek seeks its first outside funding at $10B+.


Netflix reports Q1 revenue up 16% YoY to $12.25B, vs. $12.2B est., net income up 83% YoY to $5.28B, and forecasts Q2 EPS and revenue below est.; NFLX drops 10%+ (Bloomberg)


Anthropic launches Claude Design, a new experimental product that lets users create visuals like prototypes, slides, one-pagers, and more using Claude (TechCrunch)


Sources: Dario Amodei is set to meet with WH Chief of Staff Susie Wiles on Friday, a breakthrough in Anthropic's effort to resolve its fight with the Pentagon (Axios)


OpenAI updates its Codex desktop app with features like computer control, an in-app browser, image generation, automation memory, plugin support, and more (ZDNet)


Sources: DeepSeek is in talks to raise outside capital for the first time, seeking at least $300M at a valuation of at least $10B (The Information)

Longreads


India produces 1.5M+ CS graduates annually, but AI coding tools are forcing its $315B IT outsourcing industry into an existential reckoning (Bloomberg)


Doug Liman's $70M movie Bitcoin: Killing Satoshi uses AI for sets, lighting, and more in post-production, cutting costs from an estimated $300M (The Wrap)


Defunct startups are being liquidated for their Slack archives, Jira tickets, and email threads—operational exhaust that AI labs now treat as premium training data (Forbes)

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Anthropic drops Claude Opus 4.7 for coding and rolls out government ID verification for some users. TSMC beats earnings, raises forecasts on strong AI demand. X launches Cashtags, and Google's SpaceX stake could hit $100 billion at IPO.


Anthropic releases Claude Opus 4.7, a "notable improvement" in advanced software engineering with a new "xhigh" effort level (Anthropic)


TSMC CEO C.C. Wei says AI demand still strong amid Iran war, raises revenue forecasts (WSJ)


Anthropic rolls out identity verification requiring government-issued photo ID and live selfie for "certain capabilities" (Decrypt)


X launches Cashtags, showing real-time financial data on stocks and crypto, starting with iOS in the US and Canada (The Block)


Google owns ~5% SpaceX stake; at a $2T IPO valuation, that's worth $100B (Bloomberg)

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Snap is cutting 16% of its workforce—about 1,000 people—as Spiegel blames AI for making everyone more efficient (read: expendable). Allbirds, the shoe company that sold for $39M, is pivoting its shell to become an AI compute provider called NewBird AI. OpenAI drops a cybersecurity-specific model, Google launches a desktop search app and Chrome AI Skills, and law firms say AI-generated client docs are actually creating MORE work, not less.


Snap CEO Evan Spiegel says the company plans to lay off ~1,000 full-time employees, or 16% of its global workforce (Bloomberg)


Allbirds, sold last week for $39M, says it aims to become an AI compute provider; BIRD jumps 350%+ (FT)


OpenAI rolls out GPT-5.4-Cyber, a fine-tuned variant for defensive cybersecurity (Bloomberg)


Google launches a Windows desktop app with a Spotlight-like search box (9to5Google)


Google launches Skills, repeatable AI prompts that Chrome users can run with a keyboard shortcut (Wired)


Law firms say lawyers are spending more time responding to AI-generated client documents (FT)

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Amazon's dropping $10.8 billion on Globalstar to beef up its Leo satellite network and challenge Starlink — and Apple's along for the ride. Plus, federal charges for the Sam Altman attacker, OpenAI acqui-hires a fintech startup, Google declares war on back button hijacking, data labeling startups are printing money, and Missouri voters revolt over a data center.


Amazon agrees to acquire satellite operator Globalstar for $10.8B to expand Leo satellite network; Amazon and Apple say Leo will power some iPhone and Watch services (Amazon)


Amazon to Acquire Globalstar in Satellite Cellular-Connection Push (WSJ)


US DOJ charges Daniel Moreno-Gama, accused of throwing a Molotov cocktail at Sam Altman's home, with attempted murder and arson (CNN)


Man who attacked OpenAI CEO's home had list of other AI executives (NYT)


OpenAI acquires personal finance startup Hiro Finance (TechCrunch)


Google designates "back button hijacking" as malicious, sites could be demoted in Search from June 15 (9to5Google)


Data labeling startup Handshake's gross annualized revenue hits ~$1B; Mercor also at $1B+ pace (The Information)


Voters in Festus, Missouri oust all four incumbent council members days after council approved a $6B data center (Politico)

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Disclaimer:

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Sam Altman's home has been targeted twice in three days, first a Molotov cocktail, then a shooting from a passing car. Apple is testing four designs for AI smart glasses. OpenAI is touting its Amazon partnership while publicly distancing from Microsoft. GPU prices are surging as an agentic AI compute crunch threatens the whole industry. And Mark Zuckerberg is still keen on photorealistic Metaverse avatars.


Sam Altman's home targeted in second attack; two suspects arrested (SF Standard)


Apple AI Smart Glasses Features, Styles, Colors, Cameras; Giannandrea Leaving (Bloomberg)


OpenAI touts Amazon alliance in memo, says Microsoft has 'limited our ability' to reach clients (CNBC)


AI Is Using So Much Energy That Computing Firepower Is Running Out (WSJ)


Meta builds AI version of Mark Zuckerberg to interact with staff (FT)

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