#A260502p2

From Techmeme: How music streaming services are adapting to the rise of AI-generated music by labeling, deranking, and demonetizing tracks, using AI detection tools, and more (Terrence O'Brien/The Verge)

From Techmeme: GameStop CEO Ryan Cohen says he is making an unsolicited ~$56B offer to buy eBay and will take the offer to shareholders if the company is not receptive (Lauren Thomas/Wall Street Journal)

From Techmeme: A profile of music AI startup Suno, valued at ~$2.5B with 2M+ paying users and $300M annualized revenue as of February, as it battles record labels and artists (Rashi Shrivastava/Forbes)

From Techmeme: A look at Atlassian and Twilio earnings beats, with early signs of Atlassian's AI response success and Twilio becoming a picks-and-shovels layer for AI agents (Jason Lemkin/SaaStr)

From Techmeme: Analysis: Asian suppliers account for ~90% of Nvidia's production costs, up from 65% in 2025, as latest wave of collaborations shifts from chips to physical AI (Abhishek Vishnoi/Bloomberg)

From Techmeme: JLL: Japan's $23B data center market is set to grow ~50% by 2030, with 90% of sites concentrated in densely populated regions, prompting pushback from residents (Financial Times)

From Techmeme: How Amazon's expansion into fashion helped Jeff Bezos enter fashion's inner circle, as he and Lauren Sánchez Bezos become underwriters for this year's Met Gala (Chavie Lieber/Wall Street Journal)

From Techmeme: Nintendo's share price has fallen by ~45% since August 2025, as rising memory chip costs drive investor concerns over profit margins for the Switch 2 (David Keohane/Financial Times)

From Techmeme: A profile of BlackBerry's QNX division, whose operating system controls safety features in 275M cars and accounts for half of BlackBerry's revenue (Ben Cohen/Wall Street Journal)

From Techmeme: An evaluation by NIST's CAISI says DeepSeek V4 Pro lags behind leading US AI models by about eight months and is the most capable Chinese AI model to date (NIST)

From Techmeme: A slew of top Boston Dynamics execs have left the Hyundai-owned company in recent months, as sources say it faces pressure to speed the delivery of humanoids (Rachyl Jones/Semafor)

From Techmeme: Sources: OpenAI employees have raised alarms internally over failures to alert law enforcement when users describe plans for real-world violence to ChatGPT (Georgia Wells/Wall Street Journal)

From Techmeme: Palo Alto Networks agrees to acquire Portkey, which develops AI gateway tech to manage and secure AI agents; sources say the deal values Portkey at $120M-$140M (The Economic Times)

From Techmeme: Amadeus IT Group, which operates the world's largest travel booking system, plans to acquire French biometrics company Idemia Public Security, for €1.2B in cash (Javi West Larrañaga/Reuters)

From Techmeme: Maryland becomes the first US state to ban surveillance pricing in grocery stores, as other states including CO, CA, MA, IL, and NJ consider similar bills (Sanya Mansoor/The Guardian)

From Techmeme: Analysis: after Trump's World Liberty raised $550M from investors, tokens worth hundreds of millions in USD were privately sold in "white glove" transactions (Olga Kharif/Bloomberg)

From memeorandum: America Will Pay Dearly for Its Energy Arrogance (Gregory Brew/New York Times)

From memeorandum: How Germany May Have Misjudged Trump's Anger on Iran (Jim Tankersley/New York Times)

From memeorandum: Hegseth tightens control at Pentagon, defiant and more confident than ever (Washington Post)

From Techmeme: An investigation finds Nobitex was founded by two brothers from Iran's Kharrazi family; the crypto exchange processed hundreds of millions beyond US sanctions (Reuters)