On its Q1 earnings call, Broadcom CEO Hock Tan said the company has "line of sight" to AI chip revenue "in excess of $100 billion" in 2027, up from $8.4 billion last quarter alone, which was already double the prior year. Broadcom builds custom chips for Google, Anthropic, and OpenAI. When the company that makes their silicon says $100B, that number is real. (CNBC)

Following a settlement with Epic Games, Google cut its Play Store commission from 30% to 20% and is opening a path for third-party app stores on Android devices. Epic spent years in court for this. Every developer distributing through the Play Store just got the benefit — that 10-point margin recovery goes straight to the bottom line at scale. (TechCrunch)

At the Morgan Stanley Tech Conference, Nvidia CEO Jensen Huang said the company's $30B investment in OpenAI "might be the last" time it backs an AI lab, because these companies are heading toward IPO. The message is clear: Nvidia doesn't need equity in the labs. It already owns the chips, networking, and photonics they all run on. (Reuters)

Google expanded Gemini Canvas to all U.S. English users in AI Mode, letting anyone create, iterate on, and collaborate on plans, code, and project roadmaps inside search; no extra app, no account upgrade. Users can now write documents, build working prototypes, and test code without leaving the page. The tool you already open 10 times a day just got a co-pilot. (TechCrunch) 

TikTok confirmed it will not add end-to-end encryption to direct messages, saying it would limit safety investigations. iMessage, WhatsApp, Google Messages, Signal, and Telegram all encrypt DMs by default. TikTok's stance means its teams (and potentially law enforcement) can read what's in your inbox. (Engadget)

X opened beta testing for X Money, its payments service, offering up to 6% APY on deposits, direct deposit, and Send/Request functionality, with funds held at Cross River Bank and FDIC-insured up to $250K. Musk posted "This will be big." The super app vision is no longer a pitch, it's a product. If it reaches scale, X becomes the first social network where your audience and your wallet are in the same place. (Social Media Today)

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