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Show Notes
Amazon Targets Globalstar in $11.6B Satellite Push
Amazon plans to acquire Globalstar’s low-Earth orbit satellite network, including spectrum licenses and assets, for $11.57 billion by 2027, pending regulatory approval. The acquisition is intended to bolster Amazon’s own Leo internet satellite constellation. The deal also preserves Globalstar’s ongoing partnership with Apple for services like Emergency SOS and future satellite service development, positioning Amazon’s expanded network as a competitor to services like Starlink by focusing on global direct-to-device and carrier connectivity.
Audit Claims Big Tech Ignores Privacy Opt-Out Signals
A webXray audit of over 7,000 California websites alleges that Google (87%), Meta (69%), and Microsoft (50%) violate the CCPA by frequently failing to honor GPC opt-out requests, allowing ad cookies to be set. The report claims non-compliance is easily observable and that Google’s CMP Partner Program has a conflict of interest, as no certified platform was 100% effective against Google setting cookies. All three companies dispute the findings, arguing the report misunderstands their products and legal compliance.
Microsoft Shuts Down Outlook Lite
Microsoft is discontinuing the lightweight Android app, Outlook Lite, on May 26, 2026. The app, which was designed for limited storage and slower internet regions and launched in 2022, will stop working for current users next month. Microsoft advises users to transition to the standard Outlook Mobile app for a secure, feature-rich experience, where they can access their existing email, calendar, and attachments.
Anthropic in Talks with White House Despite Pentagon Blacklist
Despite a contract dispute leading to a Pentagon blacklisting as a supply-chain risk, Anthropic is discussing its advanced AI, Mythos, with the White House administration. Co-founder Jack Clark confirmed the talks, emphasizing the need for government understanding and national security commitment. Announced April 7th, Mythos is Anthropic’s most capable model for coding and agentic tasks, noted for its cybersecurity vulnerability identification potential—a key discussion point. The Pentagon’s blacklisting was recently upheld by a federal appeals court.
Nvidia Explores Major PC Manufacturer Acquisition
Nvidia is reportedly in talks to acquire a major PC manufacturer as it benefits from the AI boom and develops its own Windows PC chips. This potential move, which would allow Nvidia to directly challenge Intel and AMD in the PC market, has caused Dell and HP shares to jump but is expected to face intense scrutiny from global regulators due to Nvidia’s market dominance, reminiscent of the failed Arm Holdings acquisition.
OpenAI Acquires Hiro Finance in Talent Grab
OpenAI has acquired the personal finance startup Hiro Finance, founded by Ethan Bloch, in an apparent acquihire. Hiro is shutting down and deleting user data by May 13th. Bloch and about 10 employees are joining OpenAI. Hiro, founded in 2023, offered an AI tool for consumer financial planning, specializing in math accuracy. This acquisition is significant due to Bloch’s prior success with Digit (sold for over $200 million) and continues OpenAI’s trend of acquiring financial talent, suggesting a focus on business finance, specialized financial planning, or potentially catering to the “OpenClaw” robo-trading community.
Google Targets “Back Button Hijacking” Spam
Google Search is introducing a new spam policy targeting “back button hijacking,” a malicious practice where websites prevent users from returning to the previous page and instead redirect them to unwanted content. This behavior, which violates Google’s “malicious practices” spam policy, disrupts the expected user experience and will result in manual spam actions or automated demotions in Search results. Site owners have until June 15, 2026, to remove or disable any scripts or configurations causing this issue.
AWS Launches AI Tool for Drug Discovery
Amazon Web Services launched Amazon Bio Discovery, an AI application to accelerate early drug discovery. The service lets scientists run complex computational workflows and use specialized biological foundation models to generate and evaluate drug molecules without coding. It includes an AI agent for model management and result interpretation. Organizations like Bayer and the Broad Institute are already adopting the platform, which AWS claims can reduce the time to create hundreds of drug candidates from 18 months to a few weeks, augmenting researcher work. The service will offer a free trial before subscription.
Google Expands Gemini Personal Intelligence to India
Google is expanding its Gemini Personal Intelligence feature, which connects user Google accounts (like Gmail and Google Photos) for personalized answers, to India. The rollout begins with AI Pro and AI Ultra subscribers, with a plan for free users soon. This expansion, following debuts in the U.S. and Japan, is part of a larger initiative to bring advanced AI capabilities to India. Google has advised users that Gemini may occasionally misinterpret personal data and encourages them to correct any AI errors.
Uber Tests Premium Robotaxi Service in San Francisco
Uber is testing a premium robotaxi service in San Francisco using Lucid Gravity SUVs with Nuro’s autonomous driving system, currently available to select employees with a human safety operator present. This follows Uber’s $300 million investment and agreement to purchase 20,000 Nuro-equipped Gravity SUVs. Nuro is using this testing phase, powered by Nvidia’s Drive AGX Thor, to evaluate the system’s full integration, focusing on pickups and drop-offs, ahead of a planned public launch later this year.