Palantir posts a 22-point summary of Alex Karp's book, promoting hard power, AI weapons and deterrence, while denouncing pluralism and "regressive" cultures (Anthony Ha/TechCrunch)

Palantir posts a 22-point summary of Alex Karp's book, promoting hard power, AI weapons and deterrence, while denouncing plu…

Sources: Google is in talks with Marvell Technology to develop a memory processing unit that works alongside TPUs, and a new TPU for running AI models (Qianer Liu/The Information)

Sources: Google is in talks with Marvell Technology to develop a memory processing unit that works alongside TPUs, and a new TPU…

A profile of Quince, an online luxury DTC brand valued at $10B+, which has found success by using data analysis and close manufacturer ties to keep prices low (Amanda Mull/Bloomberg)

A profile of Quince, an online luxury DTC brand valued at $10B+, which has found success by using data analysis and close manufa…

Airbnb launches a pilot in NYC, LA, and other cities that lets users to select from a range of boutique hotels alongside private homes in a bid to boost growth (Stephanie Stacey/Financial Times)

Airbnb launches a pilot in NYC, LA, and other cities that lets users to select from a range of boutique hotels alongside private…

Salesforce announces Headless 360, an initiative that will give AI agents access to Salesforce's platform capabilities through APIs, MCP tools or CLI commands (Michael Nuñez/VentureBeat)

Salesforce announces Headless 360, an initiative that will give AI agents access to Salesforce's platform capabilities throu…

A profile of OpenTable CEO Debby Soo, who shifted its focus from diners to restaurants; it now seats ~2B diners a year across 65K restaurants, an all-time high (Brent Crane/Bloomberg)

A profile of OpenTable CEO Debby Soo, who shifted its focus from diners to restaurants; it now seats ~2B diners a year across 65…

Global DRAM supply is likely to meet only 60% of demand through 2027; memory to hit ~40% of low-end smartphone manufacturing costs by mid-2026, up from 20% now (Nikkei Asia)

Global DRAM supply is likely to meet only 60% of demand through 2027; memory to hit ~40% of low-end smartphone manufacturing cos…

Uber agrees to pay ~€270M for an additional 4.5% stake in German food delivery rival Delivery Hero from Prosus, which would bring its total stake to ~7% (Financial Times)

Uber agrees to pay ~€270M for an additional 4.5% stake in German food delivery rival Delivery Hero from Prosus, which would brin…

Sources: Sequoia raised ~$7B for a new fund, the first fundraising round under its new leadership; the firm's last expansion fund was a $3.4B vehicle in 2022 (Bloomberg)

Sources: Sequoia raised ~$7B for a new fund, the first fundraising round under its new leadership; the firm's last expansion…

Physical Intelligence says its new model, π0.7, can direct robots on tasks they weren't trained on, an "early sign" of generalization, surprising researchers (Connie Loizos/TechCrunch)

Physical Intelligence says its new model, π0.7, can direct robots on tasks they weren't trained on, an "early sign"…

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)

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 …