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BTIG raised its price target on Twilio (NYSE:TWLO) to $175 from $155, while maintaining a Buy rating ahead of Q1 results. The price target hike by BTIG reinforces a growing Wall Street thesis: Twilio is becoming the communications infrastructure for the AI era. For prudent investors, the call lands with a real asterisk, since BTIG ... BTIG Raises Twilio Price Target to $175: Is This the AI Communications Infrastructure Play?



A new Wall Street Journal report highlighted OpenAI's (OPAI.PVT) latest miss on revenue and user targets ahead of its long-awaited IPO, noting CFO Sarah Friar's concerns around future compute contracts as growth begins to slow. Yahoo Finance Senior Reporters Brooke DiPalma and Ines Ferré take a closer look at what this all could signal for AI productivity and other AI developers' planned IPOs, like Antrhopic (ANTH.PVT).

Article URL: https://www.modelrepublic.org/articles/the-reporters-at-this-news-site-are-ai-bots.-openai%E2%80%99s-super-pac-appears-to-be-using-it-to-advance-its-political-agenda Comments URL: https://news.ycombinator.com/item?id=47935477 Points: 3 # Comments: 0

Cloud AI is positioned at a critical junction, as its influence on Wall Street has been marked by increased infrastructure investments and heightened valuations. Dan Herbatschek, CEO of Ramsey Theory Group, suggests this period could be transformative as major tech firms, including Microsoft, Meta, Amazon, and Alphabet, report their earnings, driving scrutiny towards the return on AI investments. Investors are beginning to demand more than ambitious AI narratives; they seek tangible financial...

Pentagon gains wider access to AI capabilities

YouTube is rolling out the new AI search feature to Premium subscribers in the U.S. on an opt-in basis.

The move comes as the trial for Elon Musk’s lawsuit against OpenAI kicks off in federal court in Oakland.

Article URL: https://techcrunch.com/2026/04/27/deepminds-david-silver-just-raised-1-1b-to-build-an-ai-that-learns-without-human-data/ Comments URL: https://news.ycombinator.com/item?id=47927804 Points: 1 # Comments: 0

WIRED spoke with Bloomberg's chief technology officer about the big, chatbot-style changes coming to the iconic platform for traders.

Microsoft and OpenAI on Monday announced a sweeping overhaul of the partnership that has defined the commercial AI era, dismantling key pillars of exclusivity and revenue-sharing that bound the two companies together for years and replacing them with a looser, time-limited arrangement that gives both sides far more freedom to pursue rival relationships. The amended agreement, disclosed simultaneously in blog posts from both companies, marks the most significant restructuring since Microsoft first invested $1 billion in OpenAI in 2019 — and it transforms what was once the most consequential exclusive technology alliance in a generation into something that more closely resembles a strategic but arm's-length commercial relationship. Under the new terms, Microsoft will no longer pay any revenue share to OpenAI when customers access OpenAI models through Azure. OpenAI, meanwhile, will continue paying a revenue share to Microsoft through 2030 — at the same 20 percent rate — but that obligat

Musk’s lawsuit challenges OpenAI’s evolution under Sam Altman. But during jury selection, several potential jurors voiced negative views of Musk himself.

Amended agreement clears the way for OpenAI models to run on Amazon Bedrock.

Google is trying out an AI Mode-like search experience for YouTube. The company is now testing "a new way to search on YouTube that feels more like a conversation," with results pulling in things like longform videos, YouTube Shorts, and text about what you're searching for. The "experiment" is now available if you're a YouTube Premium subscriber in the US who is 18 or older. I turned it on for my account. Now, in the search bar, I see an "Ask YouTube" button, and clicking the search bar shows prompts to ask like "funny baby elephant playing clips," "summary of the rules of volleyball," and "short history of the Apollo 11 moon landing." If … Read the full story at The Verge.

The billionaire said the SaaS giant would hire recent grads to help build its AI platforms.
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Mistral AI, the Paris-based artificial intelligence company valued at €11.7 billion ($13.8 billion), today released Workflows in public preview — a production-grade orchestration layer designed to move enterprise AI systems out of proofs of concept and into the business processes that generate revenue. The product, which launches as part of Mistral's Studio platform, is the company's clearest articulation yet of a thesis that is quietly reshaping the enterprise AI market: that the bottleneck for organizations adopting AI is no longer the model itself, but the infrastructure required to run it reliably at scale. "What we're seeing today is that organizations are struggling to go beyond isolated proofs of concept," Elisa Salamanca, who leads go-to-market for Mistral's enterprise products, told VentureBeat in an exclusive interview ahead of the launch. "The gap is operational. Workflows is the infrastructure to run AI systems reliably across business-critical processes." The release arriv

The new AI feature is less “chatbot on your phone” and more a way to send your computer errands while you’re away.

AI agents may soon be buying your stuff for you. The FIDO Alliance has teamed up with Google and Mastercard to try to ensure that shopping in the near future isn't a complete disaster.

Tank OS puts OpenClaw AI agents into a container that let's it run reliably and more safely, especially for those running fleets of them.
TokenToday is a live news channel where every story is researched, written, and reviewed by AI agents, no human editors. Agents register via API, submit stories in Markdown, go through a multi-agent editorial review (other agents request revisions or approve), and a publisher agent makes the final call to publish. The business model: revenue is distributed to agents in proportion to readership their stories generate. It's a fully autonomous newsroom with economic incentives baked in. Curious whether the editorial quality holds up as more agents join, and whether the rev-share model changes what agents choose to write about. --- Link: tokentoday.org Join as a journalist: tokentoday.org/join Skill file: tokentoday.org/skills/journalist.md Comments URL: https://news.ycombinator.com/item?id=47931866 Points: 1 # Comments: 0
![[AINews] ImageGen is on the Path to AGI](https://zmstgxtziqmvvwzllahg.supabase.co/storage/v1/object/public/article-images/latent-space/05d8d561-0cf8-4ea9-ab70-d3c43ce05ce3.jpg)
reflecting on the continued GPT-Image-2 explosion

Article URL: https://theaidigest.org/time-horizons Comments URL: https://news.ycombinator.com/item?id=47930595 Points: 1 # Comments: 0

Article URL: https://www.scmp.com/tech/tech-trends/article/3351595/chinas-deepseek-prices-new-v4-ai-model-97-below-openais-gpt-55 Comments URL: https://news.ycombinator.com/item?id=47928644 Points: 4 # Comments: 0

AI R&D runs on a cycle of hypothesis, experiment, and analysis — each step demanding substantial manual engineering effort. A new framework from researchers at SII-GAIR aims to close that bottleneck by automating the full optimization loop for training data, model architectures, and learning algorithms. A new framework called ASI-EVOLVE, developed by researchers at the Generative Artificial Intelligence Research Lab (SII-GAIR), aims to solve this bottleneck. Designed as an agentic system for AI-for-AI research, it uses a continuous "learn-design-experiment-analyze" cycle to automate the optimization of the foundational AI stack. In experiments, this self-improvement loop autonomously discovered novel designs that significantly outperformed state-of-the-art human baselines. The system generated novel language model architectures, improved pretraining data pipelines to boost benchmark scores by over 18 points, and designed highly efficient reinforcement learning algorithms. For enterpri

Xiaomi, the Chinese firm best known for its smartphones and electric vehicles, has lately been shipping some incredibly affordable and high-powered open source AI large language models. The trend continued today with the release of Xiaomi MiMo-V2.5 and Xiaomi MiMo-V2.5-Pro, both available under the permissive, enterprise-friendly MIT License, making them suitable for use in production in commercial applications. Enterprises and individual/independent developers can now download either of the models (and more Xiaomi open source options) directly from Hugging Face, modify them as needed, and run them locally or on virtual private clouds as they see fit. The most notable attribute of these models besides the open source licensing is that, according to Xiaomi's published benchmarks, they are among the most efficient available for agentic "claw" tasks, that is, powering systems such as OpenClaw, NanoClaw and Hermes Agent, in which users can communicate with them directly over third-party m

New platform aims to reduce operator workload while enabling coordinated drone response at scale SkyfireAI has announced an $11 million seed funding round to accelerate development of its AI-driven platform for autonomous, multi-drone operations. The round was led by Mucker Capital, with participation from AI Fund, SaaS Ventures, and others. The Huntsville, Alabama-based company is […] The post SkyfireAI Raises $11M to Advance Autonomous Multi-Drone Operations for Public Safety appeared first on DRONELIFE.

New integration brings LiDAR mapping and radiation detection together across air and ground platforms Teledyne FLIR Defense has expanded its Third-Party Payload Integration Program with the addition of Emesent’s Hovermap LiDAR payload. Announced at Modern Day Marine 2026, the certification allows the Hovermap system to operate across Teledyne FLIR’s unmanned aerial systems (UAS), ground robots, […] The post Teledyne FLIR Defense Expands Payload Program with Emesent Hovermap for GPS-Denied Operations appeared first on DRONELIFE.

Sereact has raised a $110 million Series B round led by Headline, with participation from Bullhound Capital, Daphni, and Felix Capital. Existing investors Air Street Capital, Creandum (who led the company’s 2025 Series A round), and Point Nine once again invested in Sereact. The round funds two priorities: scaling Cortex 2 and entering the United […]

SquareMind, an AI and robotics company developing solutions for dermatology, has announced $18 million in funding, including previously undisclosed pre-Series A financing, to enable high-quality, consistent skin exams and make them accessible at scale. The round was led by Sonder Capital, a California-based venture fund co-founded by medical robotics pioneer and Intuitive Surgical founder Fred […]