55 – Breaking News & Latest Updates 2026
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Archives for May 2026

Who is the Palantir chore coat for?

The data mining company with extensive defense contracts is making merch to signal which side you’re on.

Mia Sato
Jay Peters
Jay Peters
iRacing now works on the Vision Pro.

It supports foveated streaming, which will show you the sharpest image right in front of your eyes, according to an iRacing blog post.

If you’re more of a flight sim person, there’s also now a public beta of X-Plane with support for the Vision Pro, too.

Janko Roettgers
Janko Roettgers
Walmart has a new streaming stick coming,

but don’t get too excited: The Onn Full HD Streaming Device, which just passed through the FCC, looks essentially the same as the company’s 2023 HD stick. The biggest difference: A new manufacturer.

Elizabeth Lopatto
Elizabeth Lopatto
“I don’t want to be IBM and OpenAI to be Microsoft.”

Molo is asking about this line Nadella wrote in a 2022 email, and it’s very funny. Nadella has explained a couple times that to him it’s about IP rights. “The context for me was making sure that Microsoft was benefitting from the IP rights that we had because that’s what happened in the case of Microsoft and IBM.” Molo then says, didn’t Microsoft become more prominent and important than IBM? Nadella agrees.

Emma Roth
Emma Roth
OpenAI forms $14 billion company to help other businesses set up AI systems.

OpenAI is expanding its enterprise arm with the launch of the OpenAI Deployment Company, which will work with businesses to build, test, and deploy AI systems tailored to their needs. The new company received $4 billion in investments and has a $10 billion pre-money valuation, according to Axios.

Elizabeth Lopatto
Elizabeth Lopatto
We are on cross, with Steven Molo for Musk.

Nadella’s attitude is not notably different than it was on direct. We are talking about donating commute to OpenAI from Azure services. From a 1/12/18 email: “The 2016 deal, where they agreed to pay $10M for $60M in Azure services was projected at a $15M loss over 3 years, given assumed usage profile. They’ll have consumed all the usage in ½ that time.” The funny recurring theme here through the trial is the gaping maw of compute required is always bigger than whatever huge number people had projected. Interesting to know ahead of AI IPOs!

Hayden Field
Hayden Field
Satya Nadella seemed to forget he currently served on the board of a nonprofit.

He misstated at first that he didn’t currently serve on any such boards, though he is a trustee at the University of Chicago, which is a nonprofit.

Hayden Field
Hayden Field
During Altman’s ouster, Satya Nadella tried to reassure investors everything would not “crumble.”

The Microsoft CEO said that though things “started off as, essentially, a bunch of people leaving,” it turned into them “talking about creating a new company. That was obviously very concerning to me.” He said he was trying to make sure Altman and Greg Brockman joined Microsoft instead of launching a new competitor: “I just wanted to make sure we could hang onto the band that created all this technology, one way or the other.”

Elizabeth Lopatto
Elizabeth Lopatto
“Below them, above them, around them.”

Nadella is being asked about possibly the most baller thing he’s ever said. “Below them” means compute. “Around them” means API. “Above them” means products like Copilot. “The question was being asked, what happens if OpenAI disappears, will everything crumble? So I was trying to reassure everyone,” he says. The problem was that until he said this to Kara Swisher, “the drama of what was going on was drowning out what the customers care about.”

Elizabeth Lopatto
Elizabeth Lopatto
“We have each other’s phone numbers,” Nadella says of Musk.

He was being asked if at any point Musk contacted him to say that the OpenAI deals with Microsoft violated any agreement Musk had with OpenAI’s nonprofit. Musk did not. “Does he know how to contact you?” his lawyer, asked. “He does.”

Jay Peters
Jay Peters
The Instagram iPad app no longer shows you Reels first.

When Instagram’s iPad app launched last year, it would open up to a feed of Reels instead of the usual mix of posts you might be familiar with from the iOS app. Now, though, the iPad app has a more familiar home feed that works like the one in the iOS app, as reported by 9to5Mac.

Elizabeth Lopatto
Elizabeth Lopatto
Satya Nadella is taking the stand, in a navy suit and a light blue tie with a white shirt.

He looks very nice. I am fully expecting his testimony to be the equivalent of a pair of pleated khaki pants.