Tech Brew Ride Home

OpenAI debuted personal finance tools via Plaid for Pro users. AI startups generate ~$80B in annualized revenue, with Anthropic and OpenAI capturing 89%. ArXiv cracks down on AI slop, Apple's Siri relaunch may still be a beta, and SF vibes are frenetic.


OpenAI debuts personal finance tools for US ChatGPT Pro users, partnering with Plaid to give access to 12K+ financial institutions to analyze spending and more (TechCrunch)


Analysis: 34 leading AI startups are generating ~$80B in annualized revenue, up 112% from six months ago, with Anthropic and OpenAI capturing 89% of the revenue (The Information)


ArXiv, the repository of preprint academic research, says it will ban authors for a year if their papers have "incontrovertible evidence" of AI-generated work (404 Media)


Sources: Apple's revamped Siri may launch in beta, and will have an option to auto-delete chats; Apple plans to add Suggested Genmoji to iOS 27 and iPadOS 27 (Bloomberg)


A college senior at Stanford describes how AI has changed classes: cheating using AI "has become omnipresent" with students "fudging just about everything" (NYT)


SF vibes are frenetic over the huge divide in outcomes and career uncertainty for software engineers; over 5 years ~10K people in AI attained retirement wealth (X / @deedydas)

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Musk v. Altman went to closing arguments, with Musk's lawyer hammering Altman's credibility while OpenAI says Musk has no evidence. Google tests cutting free Gmail storage to 5GB, Meta opens Ray-Ban Display to developers, OpenAI brings Codex to mobile, and xAI launches Grok Build.


⁠Musk v. Altman: in closing arguments, Musk's attorney doubled down on claims of Altman's untrustworthiness, while OpenAI's lawyer said Musk has no evidence⁠ (AP)


⁠Google confirms a new storage policy test, after some users reported that new Gmail accounts get 5GB, not 15GB, of free storage if they don't add a phone number⁠ (Android Authority)


⁠Meta rolls out new features for its Ray-Ban Display glasses, including neural handwriting support for all users, and opens the device to third-party developers⁠ (The Verge)


⁠OpenAI adds remote access to Codex in the ChatGPT mobile app, letting users control Codex sessions running on a computer directly via iOS, iPadOS, and Android⁠ (9to5Mac)


⁠xAI launches Grok Build, an agent and CLI for coding, building apps, and automating workflows, in early beta, available first for SuperGrok Heavy subscribers⁠ (Bloomberg)


⁠OpenEvidence, an AI clinical tool, is now used by ~65% of US doctors across 27M clinical encounters per month, becoming an AI-era equivalent of consulting a colleague⁠ (NBC News)


⁠Janitor AI, a romantic fantasy roleplay chatbot site run by three men, claims 2.5M DAUs and 15M total users, with 70–80% identifying as women⁠ (Forbes)

Longreads


⁠OpenEvidence, an AI clinical tool, is now used by ~65% of US doctors across 27M clinical encounters per month, becoming an AI-era equivalent of consulting a colleague⁠ (NBC News)


⁠Janitor AI, a romantic fantasy roleplay chatbot site run by three men, claims 2.5M DAUs and 15M total users, with 70–80% identifying as women⁠ (Forbes)

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OpenAI is weighing legal action against Apple over a Siri integration it says fell far short. Cerebras opened at $350 in the largest US tech IPO since Uber. Mythos helped researchers crack macOS security, Anthropic restores OpenClaw access with Agent SDK credits, and 71% of Americans oppose local data centers.


Sources: OpenAI is weighing legal action against Apple after expectations that ChatGPT's Siri integration would generate billions in revenue fell short (Bloomberg)


Security researchers used Anthropic's Mythos to discover a privilege escalation exploit in macOS, circumventing Apple's Memory Integrity Enforcement in five days (WSJ)


Cerebras opens at $350, valuing the chipmaker at $100B+, after raising $5.5B by selling 30M shares at $185, the largest US tech IPO since Uber's debut in 2019 (CNBC)


Anthropic unveils Claude Agent SDK credits for paid plans, which users can allocate for programmatic use of third-party agents like OpenClaw, starting June 15 (VentureBeat)


AT&T, T-Mobile, and Verizon sign an "agreement in principle" to form a joint venture that aims to end wireless dead zones in the US, without giving many details (The Verge)


Gallup: 71% of Americans oppose local AI data center construction, citing water and electricity issues, with opposition higher among Democrats than Republicans (Washington Post)

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Google unveiled Googlebook, merging ChromeOS and Android into a unified laptop OS shipping this fall. WhatsApp launches Incognito Chat for private AI conversations. Anthropic's revenue run-rate is on track to hit $50B by end of June, and Anduril raised $5B at a $61B valuation.


Google unveils Googlebook, its new laptop lineup featuring a unified OS merging ChromeOS and Android, with devices from Dell, HP, and others coming this fall (ZDNet)


Google also unveiled Gemini Intelligence, bundling existing and new Gemini features, including task automation across apps and letting users vibe code Android widgets (The Verge)


WhatsApp launches Incognito Chat, an AI chat mode built on Private Processing that Meta says lets users talk to AI without Meta being able to access the chats (Wired)


Investor docs: Anthropic's revenue run-rate is on track to hit $50B by the end of June; Ramp says more of its customers now use Anthropic than OpenAI, a first (WSJ)


Anduril raised a $5B Series H led by Thrive and a16z at a $61B valuation, up from $30.5B in June 2025, taking its total funding to $6.82B, and could IPO in 2027 (NYT)


Richard Socher's Recursive Superintelligence raised $650M+ from GV, Greycroft, Nvidia, AMD, and others at a $4B valuation to pursue "recursive self-improvement" (NYT)

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Instructure cut a deal with ShinyHunters to return stolen Canvas data, without disclosing the terms. eBay rejected GameStop's $56B bid as "neither credible nor attractive." OpenAI launches Daybreak for cybersecurity, Amazon employees game AI usage targets, and Mira Murati's first model drops.


Instructure reaches a deal with hackers who breached its Canvas edtech platform to return stolen data and destroy copies, without saying what it gave in return (NYT)


eBay rejects GameStop's $56B takeover offer, saying the unsolicited bid is "neither credible nor attractive", in a letter from eBay Chairman Paul Pressler (Bloomberg)


OpenAI launches Daybreak, a cybersecurity initiative integrating AI models and Codex Security to help organizations patch vulnerabilities (TestingCatalog)


Sources: some Amazon employees are using in-house OpenClaw-like tool MeshClaw for unnecessary tasks to inflate AI token use after Amazon set weekly AI targets (FT)


AppMagic: Grok downloads fell to ~8.3M in April, from a high of 20M+ in January; Recon Analytics: Grok's paid adoption in the US remains nearly flat YoY in Q2 (WSJ)


Thinking Machines Lab details interaction models, which can think and respond in real time, letting users and AI interact continuously for better collaboration (Thinking Machines Lab)

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