⚠️Microsoft's license to OpenAI IP becomes non-exclusive

Microsoft and OpenAI just restructured their partnership: OpenAI can now serve its products across any cloud provider, not just Azure, and Microsoft's license to OpenAI IP becomes non-exclusive.

Microsoft stops paying revenue share to OpenAI, while OpenAI's payments to Microsoft continue through 2030 with a cap. This is the clearest signal yet that OpenAI is positioning itself as an independent platform company, not Microsoft's AI division.

Microsoft stock went -5% after their blogpost.

Source.

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🔥 AI is replacing humans everywhere. Did gambling just become next?

We’ve seen AI agents write code, manage emails, analyze markets, and run complex workflows. Now there’s a new case worth watching: Whale.io launched an AI Agent Tournament, where autonomous agents connect through MCP, use real crypto, place bets, adapt strategies, and compete without human clicks:

• No manual decisions.
• No one pressing buttons.
• Just AI agents managing bankrolls and trying to outperform each other.

It feels like a small experiment with much bigger implications.

First AI replaced assistants, then coders and now maybe even gamblers.

The future didn’t announce itself, it connected through MCP and started placing bets.

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⚡️ Meta bets on orbital solar power and 100-hour batteries for AI

Meta announced two futuristic energy infrastructure partnerships designed to secure power for its growing AI data center footprint while reinforcing the wider grid.

Instead of relying only on conventional renewables, Meta is investing in next-generation energy systems that sound closer to science fiction than utility planning.

Deal 1: Solar power from space:

Meta is partnering with Overview Energy to develop space-based solar power systems.

• Goal: beam up to 1 gigawatt of solar energy from orbit to Earth
• Generates power 24/7, unaffected by clouds, seasons, or nighttime
• Could provide always-on clean electricity for AI workloads and grid demand

Deal 2: 100-hour energy storage:

Meta is also partnering with Noon Energy to deploy up to 1 GW / 100 GWh of ultra-long-duration storage.

• Designed for 100+ hours of continuous discharge
• Helps solve renewable intermittency
• Stores excess energy and releases it during shortages or peak demand
• Could stabilize grids with heavy solar and wind penetration

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❗️A 23-year-old has cracked one of the Erdős problems that remained unsolved for over 60 years, using ChatGPT 5.4 Pro.

Now imagine what ChatGPT 5.5 Pro will be capable of. And remarkably, it was done in a single pass. Total solve time: just 1 hour and 20 minutes.

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✈️ Telegram turns bot creation into a chat prompt

Telegram just introduced a native AI-powered “master bot” that can autonomously build, launch, and manage custom bots directly inside the app.

No coding. No external tools. No developer setup.

How it works:

• Users simply describe what they want in natural language.
• The AI translates instructions into a working Telegram bot.
• Bots can be deployed instantly within Telegram’s ecosystem.
• Ongoing edits, upgrades, and management can also be handled through conversation.

Now creators, small businesses, communities, and solo operators can launch:

• Customer support bots
• Lead generation funnels
• Community moderators
• Content delivery bots
• Mini SaaS tools inside chat

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🤣Elon Musk's lawyer's microphone was turned off four times during his opening speech in the "Musk vs. OpenAI" case. The federal judge stated, "We are funded by the federal government."

The judge also requested no social media activity during the trial. Elon Musk reposted negative news about Sam Altman, with some posts appearing at the top of feeds via paid promotion.

Read the court proceedings at CNBC.

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Elon Musk on X.

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❗️Here's a rough summary of Elon Musk’s 1 hour and 40 minute long testimony today during the OpenAI trial.

He will resume his testimony tomorrow.

• Argues the case has huge implications: "It is not ok to steal a charity. If the defendants are found not guilty, this case will become caselaw. It’ll give license to looting every charity in America. The consequences of this case go far beyond me or everyone here. The entire foundation of charitable giving in America will be destroyed."

• Says OpenAI was founded as a nonprofit, open-source counterweight to Google, focused on AI safety.

• Claims the shift to a for-profit structure violated that mission.

• Says his AI concerns date back to conversations with Larry Page, who he felt wasn’t taking AI risk seriously.

• Elon says he tried to warn Obama about AI, but that Obama felt AI was not good enough (back then) to seem scary smart. "Here we are in 2026, AI is very smart."

• Believes AI could surpass human intelligence as soon as next year and poses existential risk in the hands of the wrong people: “If you have someone who’s not very trustworthy in charge of AI, that’s very dangerous for the whole world.”

• Elon framed his companies (SpaceX, Neuralink, xAI) as part of a broader mission to protect humanity’s future.

• Emphasized OpenAI’s original goal: AI for the good of humanity, not profit-driven control.

• Elon's main argument is that OpenAI abandoned its founding principles, and that precedent could reshape both AI governance and charitable trust.

• Larry Page refused to speak to Elon Musk again after Elon recruited Ilya Sutskever to join OpenAI. Elon viewed Ilya as the “number one” most valuable member at Google.

• Elon thought in the early days, OpenAI's corporate structure would be a nonprofit funded initially with donations, but there could potentially be a parallel for-profit that is owned by the nonprofit and funds the nonprofit: “We (Sam Altman and Elon) were in agreement that OpenAI would be a 501c3 charity.

• Elon was not opposed to there being a small for-profit that provided funding to the nonprofit, as long as "the tail didn’t wag the dog."

• Elon: “there are very few people who understand venture capital in Silicon Valley like I do."

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🗣 OpenClaw creator Peter Steinberger talks about how China is going all-in for AI agents and OpenClaw.

Full video.

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⚠️ An AI coding agent powered by Claude just deleted an entire company’s production database in 9 seconds.

Cursor, running Anthropic’s Claude Opus 4.6, was assigned a routine task for PocketOS, a SaaS platform serving car rental businesses.

Instead of stopping when it hit a barrier, the agent made its own decision: Delete the Railway cloud volume.

One API call later:
• Production database erased
• Volume-level backups erased too
• Months of customer data gone

When questioned afterward, the AI reportedly admitted: “I guessed instead of verifying. I ran a destructive action without being asked. I didn’t understand what I was doing before doing it.”

The failure wasn’t just the model.

Railway’s setup made it worse:

• Backups stored on the same volume as live data
• No confirmation prompt for destructive actions
• Single command could wipe everything instantly

Founder Jer Crane is now rebuilding bookings manually using Stripe payment logs, email receipts, and a 3-month-old backup.

@aipost 🏴

Me giving Claude full access to my computer. 😂

@aipost 🏴

📊 The biggest IPO run in the history of the market

Three $1T+ companies. Possibly all going public in the next 12 months.

🚀 SpaceX IPO: $1.75T.
🤖 OpenAI IPO: $1T
😒 Anthropic IPO: $1T

We're living through the greatest technological wealth creation in history.

@aipost 🏴

"OpenAI has a 50% chance of going bust in the next 18 months."

Sebastian Mallaby explains why:

• Spread too thin
• Burning cash at a historic rate
• Fundraising questions

Full video.

@aipost 🏴

🔥 Milestone in Humanoid Robotics: A thousand humanoid sorters entering logistics centers

Beijing-based RobotEra is deploying its L7 humanoid robot across more than 10 logistics centers operated by China Post, SF Express Group, and other major players.

In several of these centers, the embodied AI robots have already reached over 85% of human-level efficiency while operating stably 24/7. The company is set to begin batch deliveries of robots at the thousand-unit scale in Q2 this year.

RobotEra recently raised $200 million in funding. By combining external capital with self-generated revenue, it is accelerating the real-world deployment of humanoid robots.

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🗣 Elon Musk: I don’t trust Sam Altman or OpenAI

"I started that company as a nonprofit, open-source organization. I named it OpenAI for a reason. And now it is extremely closed source and focused on maximizing profit.

At various points, Sam has claimed not to be getting rich, but he’s claimed many things that were false. So I don’t trust Sam Altman, and I don’t think we want the most powerful AI in the world controlled by someone who is not trustworthy.”

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⚡️JAL just announced humanoid robots at Haneda Airport!

From May 2026 they’ll test kid-sized Unitree G1 and adult-sized UBTECH Walker E for heavy ground work like baggage and cargo. Japan’s aging population + tourism boom making this necessary.

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🇨🇳 China blocked Meta from buying the AI company Manus for 2B dollars.

Regulators in China reviewed the purchase and decided it violated their foreign investment rules. They ordered everyone involved to cancel the transaction immediately. Manus began in China but moved its headquarters and key team to Singapore last year after raising money from a US investor.

Meta had already started integrating parts of Manus technology into its own AI systems. Chinese officials described the purchase as a conspiratorial effort to drain the country's AI talent and resources. They even stopped two co-founders from leaving the country back in March during the review process.

Source.

@aipost 🏴

📈 Google just quietly proved the AI monetization thesis. Quite interesting earnings!

Cloud revenue up 63% to over $ 20b gen AI product revenue growing nearly 800% year-over-year. The backlog nearly doubled to $460 billion in a single quarter. The number of $100M–$1B deals doubled. Multiple billion-dollar-plus contracts signed.

But the real story is Search. The prevailing narrative was that AI would cannibalize Google's core business, people get answers from chatbots, stop Googling. The opposite is happening. Search ad revenue grew 19%, queries hit an all-time high. Google turned the biggest existential threat to its business into a growth accelerator.

@aipost 🏴