Big tech's AI infrastructure buildout depends on a single Dutch company, ASML, which is the world's only supplier of the complex machines needed to make cutting-edge chips at scale. ASML is currently racing to meet the industry-wide surge in demand. It is building new facilities, repurposing existing clean rooms, and working on more advanced machines capable of churning out more chips. It is also hiring more engineers while cutting leadership roles to speed up decision-making. The boom has helped cement ASML's position as Europe's most valuable company.
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The role of the Engineering Manager is shifting. It is moving up an abstraction layer, so managers are delegating more managerial tasks to agents and then synthesizing and selecting where to go deeper. Some managers will do the same work with a bigger scope, but others will shift to more high-impact work. The purely operational manager role is at the most risk of being obsolete. Those who center their role on judgment, relationships, and organizational influence will become more valuable.
Last year, Shopify grew its internship program from roughly 100 interns per year to over 1,000. The company plans to continue the program this year and hire another 1,000 interns. Shopify hires interns to keep the company thinking with fresh eyes and to make sure there are always people questioning the way things are done. The new generation of interns will have grown up with AI - the company wants these types of people to reimagine what it looks like to build with AI.
It's understandable why people use AI. People want to use tools that promise quick, convenient solutions to problems. Many people have jobs only to make money to pay rent and medical expenses. AI is just a symptom of a broken system rather than the cause.
Google plans to invest between $10 billion and $40 billion in Anthropic, depending on whether Anthropic meets certain performance targets. Amazon recently invested $5 billion in Anthropic, with an option to further invest based on performance. Both investments value Anthropic at $350 billion. The investments are aimed at helping close the gap between demand and supply of compute for AI training and inference.
Creating a token usage leaderboard incentivizes more AI usage, which means producing a lot more real-world traces that can be used to train next-generation models better.
We're looking for an engineer/researcher at a major AI lab or startup to help write for 1M+ subscribers. Curators have been invited to Google I/O and OpenAI DevDay, scouted for Tier 1 VCs, and get early access to unreleased TLDR products. Learn more [21].
If Musk does win, the most likely outcome would be a money award well below the headline figure along with targeted governance fixes and guardrails such as independent board seats, mission-protective covenants, and constraints on licensing intellectual property.
Dwarkesh Patel hosts a podcast that averages two million listens per episode featuring guests like Jensen Huang, Mark Zuckerberg, and the most influential AI researchers.
For today's CIOs, AI can be a compounding advantage or a compounding liability — and the stakes are incredibly high. According to a Dataiku/Harris Poll survey of 600 enterprise CIOs [4]:
DeepSeek has unveiled its V4 Flash and V4 Pro series, which the startup claims have top-tier performance in coding benchmarks and big advancements in reasoning and agentic tasks. The company says its Hybrid Attention Architecture technique helped improve the ability of AI platforms to remember queries across long conversations. The service capacity for the V4 Pro series is extremely limited due to a computing crunch. However, the pricing for the model is expected to drop significantly after Huawei launches its Ascend 950-powered computing clusters in the second half of this year.
GPT-5.5 is now rolling out to OpenAI's paid subscribers. OpenAI claims the model excels at analyzing data, writing and debugging code, operating software, researching online, and creating documents and spreadsheets. It doesn't cross OpenAI's 'Critical' cybersecurity risk threshold, so it doesn't bring unprecedented new pathways to severe harm, but it does meet the criteria for OpenAI's 'High' risk classification, which means the model could amplify existing pathways to severe harm.
Medra is a company that runs physical AI scientists governed by software that lets them operate lab instruments the way a trained human would. The company has opened a 38,000 square foot warehouse in San Francisco to automate biotech tasks for customers. Medra currently has five customers scheduled to run experiments across its robot army. Customers own their experimental data, but Medra retains the process knowledge.
Utah-based startup Paterna Biosciences claims it has successfully grown functional human sperm in a dish. The startup says it has even used these engineered cells to create visibly healthy-looking embryos. Paterna's team extracted sperm-making stem cells, placed them in a lab dish, and used computer models to calculate the exact chemical signals the cells needed to thrive. The procedure aims to recreate a healthy environment in the lab, then use the cultured mature sperm for fertilization.
We're looking for an engineer/researcher at a major AI lab or startup to help write for 1M+ subscribers. Curators have been invited to Google I/O and OpenAI DevDay, scouted for Tier 1 VCs, and get early access to unreleased TLDR products. Learn more [10].
Companies are turning token usage into a benchmark for productivity and a competitive measure of who is most AI native. This is causing workers to maximize their prompts, coding sessions, and the number of agents working in parallel to climb internal rankings. This 'tokenmaxxing' behavior is burning massive amounts of tokens for little to no outcome, causing outages due to AI overuse, and producing throwaway, wasteful work. The metric can be easily gamed, and the outcome is just a massive AI bill.
Microsoft is offering long-tenured employees voluntary buyouts. The voluntary retirement program is part of a broader shift by the company to alter its performance system and how it awards bonuses and stock options. It is only being offered to a small percentage of long-serving employees in the US. To be eligible, employees must be at a senior director level or below, and their years of employment and age must add up to at least 70.
Meta plans to lay off around 8,000 employees beginning on May 20. The company says the job reductions are necessary to improve efficiency as it focuses its efforts on generative AI. Meta's annual report in January indicated that it had a global workforce of 78,865 employees as of December 31. Job cuts are picking up across the tech sector due to the AI boom.
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Elon Musk is asking for more than $150 billion in damages from OpenAI and Microsoft, for Sam Altman to be removed from OpenAI's board, and to unravel the shift OpenAI recently made to operate as a for-profit company.
UI isn't dying, because humans will still use software, but soon, 80% of interaction with software will be through agents, which changes not only what needs to be built, but how that is built.
Coding is fundamentally a structured type of problem-solving, so when models get better at coding, they get better at solving all other kinds of problems too.
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Google's new TPUs provide Google and its customers with a faster and more efficient AI platform. The TPU 8t was designed to reduce training time for frontier models from months to weeks. The TPU 8i is designed to be more efficient when running multiple specialized agents. It can also run in large pods of 1,152 chips. The TPUs will power Google's Gemini-based models, but they are also designed with third-party developers in mind, with both TPUs supporting popular frameworks that developers are already using.
Tesla plans to spend roughly $3 billion on building a research chip factory in Texas. The research facility will be built on Tesla's existing Giga Texas campus. It will be capable of outputting just a few thousand wafers per month, but it is more of a testing ground for new technologies and processes than a mass manufacturing facility. Tesla plans to leverage Intel's most advanced production process, 14A, which should be mature and ready by the time Tesla's plan scales up.
Xpeng, a Chinese automaker, is pouring serious resources into making manned electric aircraft a commercial reality. It has a prototype aircraft that can take off, hover, and land, all controlled by a single joystick. The prototype is part of a system with two parts: a six-wheeled, three-axle ground vehicle that serves as transport and charging station, and a detachable two-seat eVTOL aircraft that sits in the back and deploys autonomously. The entire package is priced around $300,000 USD. Xpeng is targeting customer deliveries toward the end of 2026.
Giving users too many options? Limiting them to static reporting? In both cases, your dashboards get ignored. Want dashboards that actually get used? This Reveal webinar [10] is for you. Learn how to decide what users can edit, design analytics experiences for different user personas, and enable interactions without custom dev. Save your seat
Coding agents have upended software engineering. The role is now shifting from building machines to designing and honing them. Engineers now focus less on precise lines of code and more on whether software produces the right outcomes over time. This shift changes what should be evaluated in interviews. This post looks at how Sierra redesigned its engineering interview process from the ground up to reflect this new reality.
SpaceX's mission for years was to get humans to Mars. However, over the last six months, the company's priorities have shifted. SpaceX recently struck a deal with AI startup Cursor that could result in the acquisition of the company for $60 billion. Elon Musk has proposed moonshots, including AI data centers in Earth orbit, moon-based factories, and an AI chip manufacturing plant. The changing goals have resulted in criticism from some investors.
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