Digest: May 4–6, 2026

GPT-5.5 Instant is now ChatGPT's default model, Apple opens iOS 27 to third-party AI, and Anthropic commits $200B to Google Cloud over five years.

Author: Michael Kokin ·

OpenAI rolled out GPT-5.5 Instant as the default in ChatGPT, Apple is opening iOS 27 to third-party AI models, and Anthropic committed $200B in compute from Google for five years.

🤖 AI

OpenAI made GPT-5.5 Instant the default in ChatGPT. The model replies shorter and more accurately, hallucinates less, and leans harder on user context. Oh, and it's twice as fast as GPT-5.3.

Apple is opening iOS 27 to third-party AI models. You'll be able to swap in Gemini or Claude under Siri and Writing Tools — Apple has basically given up on building its own stack.

Apple will pay $250M to settle a lawsuit over delayed Apple Intelligence promises. The suit covers 37 million iPhone 16 and 15 Pro units — owners are entitled to $25–$95 per device.

Anthropic signed a $200B deal with Google Cloud for five years. Meanwhile Google is putting up to $40B into Anthropic — both sides are responding to the compute crunch that's been slamming Claude users into rate limits.

OpenAI is fast-tracking an AI phone for 2027. Mass production in the first half of next year — two AI processors and an advanced ISP. The company is also working on smart glasses, a lamp, and earbuds.

💻 Software

Shopify is now inside ChatGPT and Claude. You can shop by prompting — add items, get insights, place orders without ever leaving the chat.

OpenAI opened a self-serve Ads Manager for ChatGPT. US beta: CPC bidding, Conversions API, and a pixel — recommended bid $3–$5 per click, and the $50,000 minimum floor is gone.

Anthropic released 10 ready-made agents for finance. Pitch books, KYC checks, month-end close — the soul-crushing hours of investment bankers and auditors, now packaged into templates.

⚙️ Robots and hardware

SpaceX broke ground on a solar fab in Bastrop. The facility will make aerospace solar panels for orbital data centers.

Peter Thiel put $140M into Panthalassa — for wave-powered ocean data centers. Buoys at sea run onboard AI compute with no grid connection; a Pacific pilot is slated for this year.

💰 Business

Coinbase cut 14% of its workforce. Brian Armstrong cites a weak market and AI-driven efficiency — the org is now down to five management layers.

GameStop bid $56B for eBay. A 20% premium over Friday's price — GameStop has $9B in cash and a $20B line with TD Bank. Where the rest comes from, the company hasn't said.

Anthropic and OpenAI both launched joint ventures for enterprise AI consulting. Anthropic's is with Blackstone, Hellman & Friedman, and Goldman Sachs at a $1.5B valuation; OpenAI's round is targeting $10B.

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