Today's AI Pulse

Odyssey lands $310M Series B, valued at $1.45B
Odyssey announced a $310 million Series B round that values the AI lab at $1.45 billion. The round was led by Natural Capital and included backers such as Amazon, AMD Ventures, GV, EQT and IQT. In parallel, Odyssey struck a preferred‑cloud deal with AWS to use Trainium silicon for large‑scale model training.
Also developing:
Anthropic Raises Claude Code and Opus API Rate Limits, Citing SpaceX Colossus 1 Deal
Anthropic announced on May 6 that it is doubling the five‑hour rate limits for Claude Code across Pro, Max, Team and Enterprise plans and removing peak‑hour throttling for Pro and Max users. The company also raised the Claude Opus API limits, publishing new ceilings. These changes are enabled by a fresh compute agreement with SpaceX to take the entire capacity of the Colossus 1 data centre, adding over 300 MW of power and more than 220,000 Nvidia GPUs. Anthropic highlighted additional multi‑gigawatt deals with Amazon, Google, Microsoft and Fluidstack, underscoring a rapid scaling of AI infrastructure.

The End of Ads: Coinbase Engineer Says AI Agents Could Kill the Internet’s Favorite Business Model
Coinbase engineering head Erik Reppel warned that autonomous AI agents could render the web’s ad‑based revenue model obsolete, as software bypasses human‑focused ads entirely. He promoted the x402 protocol, built on the dormant HTTP 402 status code, to enable crypto‑powered micropayments...

OpenAI, Anthropic, and the War of the JVs
OpenAI and Anthropic are launching joint‑venture deployment companies to sell AI services to enterprises. Anthropic’s venture, backed by Blackstone, Hellman & Friedman and Goldman Sachs, totals about $1.5 bn, while OpenAI’s “Deployment Company” is raising roughly $4 bn and is valued near...

Grounding Indexes Add Evidence‑strength Layer to Search
New post from Bing's @kmadhavan77 on the differences between search indexing and grounding indexing. "Search optimizes for likelihood of relevance. Grounding must measure strength of evidence." -> Evolving role of the index: From ranking pages to supporting answers Grounding does not replace search: "A common misconception is...
The FBI Is Now Tracking AI Scams, and the Losses Are Huge
The FBI’s Internet Crime Complaint Center has, for the first time, isolated artificial‑intelligence‑related fraud as a distinct category in its 2025 cybercrime report. Americans reported nearly $21 billion in total cybercrime losses, with AI‑linked scams accounting for about $893 million across more...

The "Claude Artifacts" Masterclass: 7 Prompts to Build Custom Apps in Your Browser
Anthropic’s Claude Artifacts lets users generate interactive web apps directly in the browser using plain‑English prompts, eliminating the need for coding or expensive developers. The blog showcases a real‑world case where a property‑management owner replaced fragile Excel workbooks with a...

The Rise of Emotional Surveillance
The article warns that AI‑driven emotional surveillance is expanding despite deep scientific and ethical flaws. Studies, such as Lauren Rhue’s 2018 analysis of NBA players, reveal that emotion‑recognition systems systematically misinterpret Black faces as angrier. Most commercial products still rely...
Multi‑agent AI Beats Solo Models on Tough Queries
Single-model AI is dead for hard questions. @amereidxyz just launched Serno which instantly assembles a full multi-agent team of the best frontier models. Think top strategists, analysts, economists… They debate every angle, pressure-test evidence, and ship a verdict you can actually defend. Built for...
Thailand Leads Longevity Tourism with 90‑Day Visas and Low‑Cost Regeneration
Thailand’s Tourism Authority has positioned the kingdom as the world’s premier longevity‑tourism destination, rolling out 90‑day multi‑entry medical visas and marketing the slogan “Healing is the New Luxury.” The move couples high‑tech clinics with cultural practices, delivering regenerative programs that...

More Liability Will Make AI Chatbots Worse At Preventing Suicide
California enacted a law that obligates AI chatbot providers to either flood users with 988 crisis‑line numbers or terminate the conversation whenever emotional distress is detected, creating a strict liability regime. New York is considering a similar bill that would...
Inside the Biggest Data Network Powering Future AIs
How are your favorite LLMs or other AIs built? Data. Books, magazine articles, videos, social media posts, and much more. Today I talk with @partymesis who runs one of the companies that collects that data and sells it to the AI...
Data Centers Face Obsolescence Amid AI and Black‑Swan Risks
Two things can be true at the same time: We can (and certainly should) keep pushing the limits of AI while also acknowledging we may have a massive problem on our hands with the physical data centers themselves. And there isn't an...
Forrester Urges B2B Leaders to Overhaul GTM Strategy for AI Era
Forrester released a new research report at its B2B Summit North America, urging B2B sales, marketing, and product leaders to replace legacy go‑to‑market (GTM) practices with an AI‑centric, collaborative framework. The firm warns that traditional mass emailing, MQL obsession, and...
Explanatory Content Beats Contrarian for Paying Subscribers
Wow, Claude just looked at my newsletter analytics to analyze what drives the highest conversion to paid subscribers. I LOVED this response: "Explanatory beats contrarian. People pay to understand. Pretty much the opposite of Twitter dynamics." 🤣
AI Compute Shortage Pits Musk's Hardware Against Anthropic's Model
Wow. The AI supply crunch is real. Frontier labs are desperate for compute. Musk has compute capacity but a meh model, and Anthropic has a fantastic model with weak capacity. Now I wonder if Elon continues to refer to his...
Taiwan’s Manufacturing PMI Hits 60.3% as AI‑Driven Chip Demand Tightens Supply
Taiwan’s manufacturing purchasing managers index climbed to 60.3% in April 2026, marking a seventh straight month of expansion and the strongest reading since September 2021. The surge reflects soaring AI‑driven semiconductor demand that is tightening supply across the island’s factories....
Human‑Centric Decisions Needed; Claude Alone Offers No Edge
A critical question in agent design is “how do we build agentic workflows so humans are given significant, interesting, or variance-producing decisions as they come up in the work?” A Claude-run company has no source of competitive advantage compared to other...

AI Proven in Kenya, Yet Underused Stateside for Health Equity
A reminder that AI can be used to reduce health inequities. Technology not being used in the US except for a few health systems, but shown to work well in Kenya @JAMACardio https://t.co/tFbbOAeKTs
Etsy Debuts Native App in ChatGPT, Opening AI‑Powered Shopping Channel
Etsy has rolled out a beta version of its native marketplace app inside OpenAI’s ChatGPT, allowing users to tag @Etsy and receive product listings in natural‑language conversations. The move follows a short‑lived Instant Checkout experiment and aims to boost discovery...
Most Knowledge Workers Use AI, Few Integrate It
85% of knowledge workers use AI, but only 29% have actually embedded it into their daily workflows. Adoption and integration are not the same thing. #CIO #DigitalTransformation #AtlassianTeam26 https://t.co/X27BnHM7xc

Add Human‑in‑the‑Loop to Pause AI Code Generation
[blog] How to force your custom agent to stop and seek human approval https://t.co/fPu5tjkMQ4 < in which I use the new human-in-the-loop feature of the Agent Development Kit to approve AI-generated code tutorials. https://t.co/0xkrl1CKmj

Ford Patents Technology That Could Let Parked Cars Move On Their Own to Avoid Impacts
Ford has secured U.S. patent US‑12617393‑B2 for a system that detects moving objects near a stationary vehicle and, after issuing visual or audible warnings, can autonomously drive the car to avoid a collision. The filing, dated December 2023 and published in...
Serno: AI Canvas Where Claude, GPT, Gemini Debate
Serno just dropped and it's the first AI tool that doesn't feel like a chatbot. It's a canvas. With a team of expert personas. Who debate before they answer you. Claude, GPT, and Gemini all run the same question side by side. Here's...
New Open-Source Benchmark Accelerates Autonomous Legal Agent Development
LAB is the first long-horizon, open-source legal agent benchmark, from @harvey. it will help legal teams answer "what can legal agents do today?", plan deployment, and design human-agent cooperation. autonomous legal is a deep domain, and a good benchmark can...
Zylo Launches AI‑Driven Zylo Clarity and Model Context Protocol to Automate SaaS Spend Management
Zylo announced two new AI products—Zylo Clarity AI and the Model Context Protocol (MCP) Server—designed to turn its SaaS‑spend visibility platform into a conversational, action‑oriented system. The tools let users ask plain‑language questions and trigger real‑time actions across existing workflow...
71% AI Access, Only 16% Governance in Enterprises
The interesting part isn’t that AI identities exist in enterprise systems, but how little control orgs have over them. 71% say AI tools access core systems like Salesforce/SAP, yet only 16% govern access. Visibility lags reality. https://t.co/o4a4KghbfQ
When Creation Costs Collapse, What Remains?
Been looking forward to this one for a while. Mitch and I talk AI + games, and try to answer the question that matters most: What survives when the cost of creation collapses?
IREN to Acquire Mirantis in $625 Million Stock Deal to Boost AI Cloud Services
IREN Limited (NASDAQ: IREN) signed a definitive agreement to acquire Mirantis, Inc. for an aggregate consideration of about $625 million in IREN ordinary shares. The deal adds Mirantis' Kubernetes‑based cloud infrastructure expertise and a base of more than 1,500 enterprise customers...
Milton Keynes Council Cuts Planning Approval Times 18% with AI Validation Tool
Milton Keynes City Council has partnered with tech firm Valon to deploy an AI‑assisted validation system that reduced overall planning decision times by 18% and cut validation turnaround from 15.8 days to 7.7 days. The speed‑up comes as the council...
Reveal Expands Onna to Capture ChatGPT and Gemini Data for E‑Discovery
Reveal announced that its Onna platform now captures AI‑generated content from ChatGPT and Gemini, addressing a growing gap in e‑discovery. The upgrade also brings preservation capabilities to Reveal Hold, aiming to help legal teams manage AI evidence efficiently.
Assort Health Deploys Activate AI Voice Agent Across 1,000+ Provider Groups
Assort Health announced the launch of Activate, an AI‑powered outbound engine now used by more than 1,000 health systems, FQHCs and specialty groups. The platform promises to increase booked appointments, speed payment collection and reduce missed care touchpoints without adding...
Phenom Secures FedRAMP‑Ready Status, Opening AI Recruiting to U.S. Federal Agencies
Phenom, the AI‑driven talent platform, announced on May 5, 2026 that it achieved FedRAMP® Ready status, the first recruiting solution cleared for U.S. government use. The certification lets federal agencies deploy Phenom’s AI hiring suite while meeting Moderate and Impact Level 4 security...

Lavu Publishes Restaurant POS AI Capabilities Report, Finding Most Platforms Lack Cross-System Intelligence
Lavu Inc. released its 2026 Restaurant POS AI Capabilities Report, comparing AI features across seven leading point‑of‑sale platforms. The study shows most restaurant AI relies on a single data source, leaving multi‑unit operators blind to costly inefficiencies. Lavu’s Marty AI,...
MaxLinear Unveils Panther V AI Inference Accelerator at Dell Tech World
MaxLinear announced the debut of Panther V, its next‑generation AI inference accelerator, at Dell Technologies World 2026. The chip targets data‑movement bottlenecks in large‑scale inference clusters and taps an estimated $5 billion market for purpose‑built silicon accelerators.
Pearson Says AI‑Powered Practice Raises Student Proficiency 90% With Same Study Time
Pearson announced that its AI‑driven adaptive practice tool increased the likelihood of proficiency gains by 90% for more than 62,000 higher‑education students, while keeping study time constant. The result, drawn from Fall 2025 data, underscores the potential of generative AI...
Market Research Is Too Slow for the AI Era, so Brox Built 60,000 Identical 'Digital Twins' Of Real People You...
Brox, a predictive human intelligence startup, raised a strategic funding round after 10× revenue growth and unveiled a platform of 60,000 digital twins—one‑to‑one replicas of real people—enabling enterprises to run unlimited surveys in hours. The twins are built from deep,...
Micron Tops $700 B Market Cap After Debut of 245TB SSD
Micron Technology’s stock surged 11% on Tuesday, pushing its market capitalization above $700 billion for the first time. The rally follows the company’s rollout of a 245‑terabyte SSD, the highest‑capacity drive on the market, and reflects accelerating demand for memory in...
Why AI Data Centers Need a New Model for Quality, Security, and Governance
AI and cloud computing are driving massive data‑center expansion, with hyperscalers planning hundreds of new facilities. Traditional designs built for fixed power and periodic risk assessments cannot handle accelerator‑dense, dynamic AI workloads, leading to higher outage risk. The fragmented security...
Shinhan’s AI Semiconductor ETF Hits 1 Trillion Won AUM, Joining Korea’s Mega‑ETF Club
Shinhan Asset Management announced that its SOL AI Semiconductor TOP2 Plus ETF surpassed 1 trillion won ($730 million) in assets under management just 50 days after launch, propelled by record retail buying and a concentrated portfolio of Korea’s semiconductor giants.

Moving Beyond LLMs with NetAI and Graph Neural Networks
NetAI is replacing large language models with graph neural networks (GNNs) to diagnose network failures. By modeling routers, edges, and protocol layers as a graph, the platform delivers deterministic root‑cause analysis instead of probabilistic guesses. It creates a digital twin...
Anthropic Will Let Its Managed Agents Dream
Anthropic has expanded its Managed Agents platform with three new capabilities: a research‑preview "dreaming" process that lets Claude review and consolidate recent work, an "outcomes" feature that defines success criteria and grades results, and multi‑agent orchestration that enables a lead...

Your Claude Agents Can 'Dream' Now - How Anthropic's New Feature Works
Anthropic unveiled a "dreaming" capability for Claude Managed Agents, enabling the agents to automatically review past sessions, identify recurring patterns, and refine their memory stores. The feature can either auto‑apply memory updates or present them for manual approval, aiming to...
Oracle and ACRN Health Launch AI-Driven Research in Africa
This collaboration between Oracle Life Sciences and the @acrnhealth is a significant step in delivering modern, AI-driven, patient-centric research and scientific breakthroughs in Africa. https://t.co/Z26aK7wRxW

American Factories Lag in Adopting A.I. This Drugmaker Is an Exception.
American manufacturers are falling behind in applying artificial intelligence on the factory floor, even though the United States leads AI research and investment. The only U.S. plant on the World Economic Forum’s 2026 Global Lighthouse Network is Bristol Myers Squibb’s Devens,...

The Future of Healthcare Is About Giving Back Attention
Healthcare providers are facing an "attention crisis" as clinicians juggle patients, screens, and endless alerts. While AI promises speed and scale, the real need is for tools that reclaim clinicians' time rather than add features. athenaInstitute’s study shows 63% of...

Why China’s Feverish Use of AI Tools Could Shape How the Tech Is Used Globally
China has become a massive testing ground for generative AI, with more than 600 million users—a 142% year‑over‑year rise—driving unprecedented data consumption. OpenClaw, an Austrian‑built agentic AI, gained rapid popularity for low‑cost tasks, prompting crowds in Beijing and Shenzhen to line...
The SEC Isn't Coming. That's the Problem
The SEC is unlikely to issue AI‑specific rules for registered investment advisers before 2029, given commissioner vacancies, a Republican‑led chair, and the 18‑to‑30‑month rulemaking process. Nonetheless, the SEC’s 2026 examination priorities already require AI governance policies, vendor oversight and documentation,...
IDeaS and Stayntouch Link AI‑Driven Revenue Management to Cloud PMS
IDeaS has expanded its integration with Stayntouch’s cloud PMS, embedding the Last Room Value (LRV) engine directly into the platform. The move lets smaller and midsized hotel operators use dynamic, value‑based rate hurdles without manual rule‑setting, a capability previously limited...
General Mills Elevates Tech Chief to Lead Enterprise Transformation
General Mills has expanded chief digital and technology officer Jaime Montemayor's remit to include enterprise transformation, consolidating AI, data science and cost‑cutting initiatives under one executive. The move supports a three‑year program projected to generate $600 million in savings and accelerate...

Stop Asking Claude for (Only) Text. Build This Instead
Claude has expanded beyond plain text generation to produce three new output types—interactive charts, reusable artifacts, and live artifacts that connect to real‑time data. Users can enable these visual capabilities in the Settings menu and then ask Claude to create...