Meta's "avocado" model is delayed. It was supposed to drop in May but still nothing. It's their first frontier-class open weights model since Llama 4 and they're probably waiting to not get buried by Google I/O announcements.

Anthropic doubled claude code rate limits across all paid plans and signed a deal for spacex's colossus 1 supercomputer — 220,000+ nvidia gpus. Also hit a reported $900b valuation.

OpenAI hit $25B arr and launched a voice API. GPT-5.5 is out.

Google I/O 2026 just happened (May 19). Big Gemini announcements expected. Meta timed avocado badly.

Android is getting a massive AI overhaul with gemini baked in. Amazon launched an AI shopping assistant in Alexa too. Everything has AI in it now I guess.