Meta's coverage at devtake.dev: Reality Labs, the Llama model family, custom silicon with Broadcom, and platform policy.
Bloomberg reports Apple's infrared-camera AirPods have reached advanced testing. The earbuds feed visual context to Siri but can't take photos or video.
End-to-end encryption is gone from Instagram DMs as of May 8. Meta cited low adoption for a feature it never turned on by default.
AMD reported Q1 revenue of $10.25B, up 38% YoY. Data center hit $5.8B (+57%) and Q2 guidance midpoint of $11.2B beat consensus by roughly $700M.
Meta is rolling out one-to-one Threads DMs on desktop web for users 18 and over. Group chats come later, regional availability is staged, and the new sidebar surfaces analytics.
Mark Gurman's May 3 Power On reads Apple's quiet capital-allocation shift as cover for John Ternus to spend more on AI infrastructure and acquisitions, less on buybacks.
ACLU sued in N.D. Cal. to block a 1930s tariff-act subpoena targeting a Canadian who hasn't been to the US since 2015. Google has not said whether it complied.
Big-tech AI capex is projected at $700B in 2026, up from $410B in 2025. Microsoft alone guided $190B. Wall Street is split: Meta got punished for the spend, Alphabet rallied.
Samsung Electronics posted record Q1 2026 results on April 30: 133.9 trillion won revenue and 57.2 trillion won operating profit. Semiconductors did 93% of the work.
Arcee released Trinity-Large-Thinking on April 1: a 399B-param sparse MoE with 13B active, Apache 2.0 weights, $0.88 per million output tokens, and PinchBench just behind Opus 4.6.
Mark Gurman's Sunday newsletter says Apple is testing at least four acetate frame styles for its N50 smart glasses, plus three colors and a vertical camera array.
Meta and Broadcom expanded their partnership to co-develop four generations of MTIA chips on a 2nm process. Here's what the deal includes and why Nvidia should care.