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Q&A with Anthropic CFO Krishna Rao on the "cone of uncertainty" in AI, allocating compute, returns to frontier intelligence, platform vs. application, and more (Invest Like The Best on YouTube)

Musk v. Altman: Microsoft executive Michael Wetter testifies that Microsoft has spent $100B+ on its partnership with OpenAI, including its original investments (Bloomberg)

Google announces Pause Point, an Android 17 feature that forces a mandatory 10-second pause before opening any app a user has labeled as a distraction (Sarah Perez/TechCrunch)

Musk v. Altman: Ilya Sutskever testifies that his OpenAI stake is worth ~$7B and he had concerns about Altman for a year before Altman's brief ouster as CEO (Rachel Metz/Bloomberg)

An Anthropic engineer argues HTML is a better output format for AI agents than Markdown, citing information density, ease of sharing, and two-way interaction (@trq212)

A look at Janitor AI, a romantic fantasy roleplay chatbot site run by three men that claims 2.5M DAUs and 15M total users, with 70% to 80% identifying as women (Anna Tong/Forbes)

Sources: Digital Asset, which builds Canton Network, a public blockchain with privacy features, is raising a ~$300M round led by a16z crypto at a ~$2B valuation (Bloomberg)

Microsoft and G42's $1B geothermal-powered data center in Kenya stalls after the government couldn't provide annual payment guarantees that Microsoft requested (Bloomberg)

NYT Connections hints and answers for Sunday, May 10 (game #1064)

FCC passed an anti-robocall proposal requiring telecoms, including VoIP providers, to verify user identities before activating service, raising privacy fears (Ken Macon/Reclaim The Net)

How SpaceMob, an online community of ~50,000, has fueled a meme-stock-like rally in satellite networking company AST, which is up ~6,000% over a 22-month period (Bloomberg)

LayerZero apologizes for Kelp DAO exploit response, says single-verifier setup was deficient; Dune: in April, ~47% of LayerZero OApps had the same default setup (Zack Abrams/The Block)