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Mark Zuckerberg on TikTok Impact: Testified that TikTok was a "top priority" and "highly urgent" threat, stating Meta's growth "slowed down dramatically" when the app became popular. He also noted apps now serve primarily as "discovery engines."

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OpenAI on EU AI Regulation: Calls for EU policymakers and regulators to "reset and rethink their current approach," arguing complex rules could impede the region's global competitiveness and that AI growth incentives and regulations should move "in sync."

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TSMC reported a 60% jump in Q1 net profit and gave a bullish outlook, expecting AI chip revenue to double this year and maintaining its annual growth forecast despite global uncertainty. (via Reuters)

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Google will appeal the ad tech monopoly ruling, says VP Lee-Anne Mulholland: "We won half of this case and we will appeal the other half," adding publishers choose their tools because they are "simple, affordable and effective." (via Reuters)

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A US federal judge ruled Alphabet's Google illegally monopolized two online advertising tech markets - publisher ad servers and ad exchanges - finding it liable for "willfully acquiring and maintaining monopoly power." (via Reuters)

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Netflix beats Q1, reaffirms FY revenue outlook. Ad-supported tier drives 55% of new sign-ups where offered. Execs stress the value prop, especially if consumers tighten belts due to tariff impacts/economic uncertainty. www.reuters.com/technology/n...

submitted 16 hours ago • 0 comments

Federal judge: Google "illegally dominates" 2 key ad tech markets (publisher ad server/exchange), harming publishers & competition. AG Bondi calls it a "landmark victory." Paves way for DOJ to pursue potential breakup of Google's ad business. www.reuters.com/technology/u...

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Who runs US space policy now? Elon Musk's shadow looms large over the space industry. Already dominant w/ SpaceX (95% US launches) & Starlink (~7k satellites), his role as a key Trump advisor now amplifies his power to shape US space policy, creating deep uncertainty. (1/5)

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Is Elon losing Tesla? 1. Tesla faces a crisis: Stock pummeled (-35% YTD), global sales plummeting (China -50%, Retail -50% YoY per transcript). A stark reversal from its trillion-dollar peak just months ago as doubts swirl around its future path.

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OpenAI explores building a social platform to rival X/IG, spurred by its viral AI image tool success (via CNBC). A potential major commercial pivot further from its non-profit roots, seeking ways to monetize massive AI investments.

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Nvidia knew on Apr 9 about new US H20 export licensing rules but kept some major China customers in the dark until its public filing Apr 15 (source: Reuters)

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US tariffs could cost key chip equipment makers (Applied Materials, Lam, KLA) over $1B/year combined, per industry talks w/ officials (via Reuters). A significant new cost burden (lost sales, supply chain shifts, compliance) for critical players.

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Nvidia takes $5.5B charge on H20 chip exports (designed to meet prior China rules!), AMD warns of $800M hit due to new US export controls. Concrete financial damage piles up as Trump's trade war directly impacts chip giants; sector slides.

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Wedbush's Dan Ives: 1. New US export controls hitting Nvidia/AMD China sales are the "first shot across the bow" in a deeper trade war. Street sees China revenue as "almost a zero" for Nvidia now; AMD hit harder. Escalation continues.

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ASML Q1 orders miss estimates as CEO warns US tariff policy creates "uncertainty" clouding the chip sector outlook. CFO adds a "significant part" of any tariff costs will likely be passed to customers. New US probe adds risk despite recent exemptions.

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U.S. opens probe into semiconductor imports, paving the way for potential new tariffs on chips & electronics. Despite earlier exemptions, Trump admin signals tariffs are coming soon.

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Apple is reportedly developing two new Vision Pro headsets & has long-term plans for smart glasses, per Bloomberg

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Goldman Sachs on Apple: Despite tariff concerns hitting Apple (-5%), it has levers - pricing flex (carrier subsidies), supply chain options & App Store control mean "every consumer innovation is going to have to flow through" Apple. Negativity is already priced in.

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Meta fights back in FTC antitrust trial, arguing it competes fiercely (TikTok etc) & the suit targeting previously cleared deals (from 10 years ago) means "no deal is ever truly final." Undermines regulatory certainty for past M&A.

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The AI funding frenzy continues: Ex-OpenAI CTO Murati reportedly raising $2B seed @10B value; Sutskever's SSI valued>32B. Neither has a product yet.

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Big Tech (MSFT/GOOG/NVDA) fuels the AI startup boom, taking equity stakes & providing chips/distribution (per CNBC). Ensures breakthroughs run through US mega caps, hedging bets & reinforcing dominance even amid tariff uncertainty.

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Chinese electronics giant Anker is raising prices on Amazon US, directly passing on tariff costs. ~1/5 of its products saw an avg 18% hike since last week, most after Trump's latest 50% duty brought total China tariffs to 145%. A clear sign US shoppers are paying the price.

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Shein's ultracheap fashion formula "crumbles" under Trump's tariffs + elimination of de-minimis duty-free shipping from China (WSJ). Facing potential ~150% levies & a disrupted supply chain, its survival & London IPO prospects look increasingly dim. WSJ article: www.wsj.com/business/ret...

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EU President: If trade talks fail during Trump's 90-day tariff pause, the EU is ready to escalate beyond current product tariffs and target US tech services (Google/Meta) with digital taxes. She calls the trade war a "complete inflection point," stating "We will never go back...to the status quo."

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Google offers a massive 71% discount on Workspace for US federal agencies via GSA. A strategic bid to undercut Microsoft's dominance (~85% market share) by aligning with the Trump's and DOGE's aggressive cost-cutting agenda. Potential $2B savings cited. www.reuters.com/technology/g...

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Amazon CEO Jassy, in his annual shareholder letter, stresses "strong urgency" to cut AI inference costs (chips the "biggest culprit"). Reducing unit cost is key to unlocking AI adoption, mirroring the AWS playbook that revolutionized cloud pricing.

submitted 7 days ago • 3 comments