Morning Scan
The AI wars are escalating. OpenAI and Musk are trading legal salvos while questions persist about whether Sam Altman merits the influence he wields. Meanwhile, infrastructure stocks are rallying and Peloton is attempting a comeback.
6,500 — Attendees packed HumanX, where Claude Code dominated AI industry chatter.. (CNBC)
Connected World
Sam Altman May Control Our Future—Can He Be Trusted?
New interviews and internal documents reveal persistent doubts about OpenAI's CEO just as his influence peaks. (The New Yorker)
OpenAI Accuses Musk of Legal Ambush in $100B+ Trial
The ChatGPT maker says Musk's lawsuit amendments are "legally improper and factually unsupported." (Bloomberg)
Linux Kernel Now Allows AI-Generated Code
Developers can submit AI code as long as it meets guidelines. (XDA Developers)
“Marketing is a competitive game, and you need to spend enough to compete with others in your category.” — The Social Juice
Connected World
Astec Gains From Infrastructure Cycle and Aftermarket Growth
ASTE is riding the U.S. infrastructure boom with a rising backlog that should deliver steadier revenues through 2026. (Quartz)
Peloton's Latest Leader Thinks He Can Coach It Back to Health
New CEO Peter Stern inherits a company worth a fraction of its pandemic peak but insists the turnaround is working. (NYT)
Government Contracts and Robust Liquidity Fuel Maximus' Growth
MMS benefits from strong government partnerships and cash flow, though heavy contract reliance creates obvious risks. (Quartz)
Connected World
Apple Update Locks Out iPhone User Over Czech Character
A university student can't access his iPhone after Apple removed a háček character from its Czech keyboard. (The Register)
Google's TurboQuant May Actually Boost Memory Chip Demand
The search giant's compression algorithm for LLMs could paradoxically expand rather than reduce memory requirements. (Financial Times)
Amazon Luna Drops Purchases, Goes Streaming-Only
Users have until June 10 to play or save their purchased games before Amazon pulls the plug on third-party access. (Android Central)
Signals from adjacent fields
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