If you read the transcripts, the speakers were (mostly) trying to give agency to their audience at a time of great transformation. But they didn\u2019t read the room. Today\u2019s grads don\u2019t want to hear about technology; they want to hear about themselves.<\/p>\n
The gold standard for this, of course, is Steve Jobs at Stanford in 2005<\/a>. The late Apple<\/a> co-founder only mentions the word \u201ctechnology\u201d once in 15 minutes, opting instead to share three personal stories. \u201cDon\u2019t be trapped by dogma, which is living with the results of other people\u2019s thinking,\u201d he advises at one point. Little did he know how much the Class of 2026 would take that to heart. \u2014Andrew Nusca<\/p>\n Want to send thoughts or suggestions to\u00a0Fortune Tech?\u00a0Drop a line\u00a0here<\/a>.<\/p>\n Google is being completely rebuilt for AI David Paul Morris\/Bloomberg\/Getty Images<\/p>\n AI was the overwhelming focus<\/a> during two hours of keynote presentations delivered by executives at Google\u2019s annual developer conference, Google I\/O, in Silicon Valley on Tuesday.<\/p>\n In a very visible sign of how important AI has become to the $4.7 trillion company, Google said it was redesigning the iconic search box to be larger (to better accommodate natural language queries) and facilitate the use of AI agents for complex research projects.<\/p>\n Google unveiled new Gemini 3.5 AI models at the event, as well as a multimodal \u201cGemini Omni\u201d system capable of generating video from mixed inputs like text, images, audio and video.<\/p>\n It also debuted \u201cGemini Spark,\u201d a \u201cpersistent agent\u201d embedded in Gmail, Docs, Chrome, etc. that keeps working and retaining context over time; \u201cDocs Live,\u201d a voice-driven document creation feature; and \u201cAsk YouTube,\u201d a conversational tool that can answer questions using specific moments from YouTube videos.<\/p>\n Elsewhere, a new line of AI-enabled, audio-equipped glasses will arrive in the fall, introducing a new product line called \u201cintelligent eyewear.\u201d<\/p>\n And, of course, there\u2019s a new AI-powered \u201cUniversal Cart\u201d to shop across merchants.<\/p>\n At the event, CEO Sundar Pichai touted the dizzying amounts of money the company is spending to build AI infrastructure. Its capital expenditures\u2014a cause of concern among some Wall Street investors\u2014were projected behind him on a giant screen as Pichai described plans to spend between $180 billion and $190 billion this year on AI. \u2014Alexei Oreskovic and Sharon Goldman<\/p>\n The inventor of \u2018vibe coding\u2019 heads to Anthropic<\/p>\n After a string of blockbuster model releases, fundraising at a reported valuation approaching $1 trillion, and an annual run rate that\u2019s nearly parabolic, Anthropic has now<\/a> hired one of its rival OpenAI\u2019s most famous alumni.<\/p>\n \u201cPersonal update: I\u2019ve joined Anthropic,\u201d Andrej Karpathy wrote on X<\/a> on Tuesday, adding that the next few years at the frontier of LLMs would be \u201cespecially formative\u201d and that he was eager to get back to research. He started this week.<\/p>\n It\u2019s a major move for Karpathy, whose writing on AI is followed by nearly 2 million people on X. He was first a founding member of OpenAI in 2015, left to run AI at Tesla, came back in 2023, and left only a year later to start his own education company, Eureka Labs.<\/p>\n The thing\u2014or phrase\u2014that etched Karpathy into AI legend, though, was a viral social media post<\/a> from last year describing a \u201cnew kind of coding\u201d that he called \u201cvibe coding<\/a>.\u201d<\/p>\n As an Anthropic employee, Karpathy will be building on the work from another popular post about a concept he called \u201cautoresearch,\u201d in which he found that tweaks applied to a small AI model running unsupervised could be applied to a larger model to successfully cut training time.<\/p>\n Teaching that method looks, more or less, like Karpathy\u2019s new job. According to Anthropic, he will be starting a team focused on using Claude to accelerate pretraining research, the large-scale training runs that give Claude its core knowledge and capabilities. \u2014Eva Roytburg<\/p>\n A month after IPO, SpaceX may buy Cursor<\/p>\n SpaceX, Elon Musk\u2019s rockets \u2018n\u2019 AI company, is planning for what is widely expected to be a stratospheric tech IPO that could value the firm at upwards of $2 trillion.<\/p>\n It\u2019s also planning to acquire the artificial intelligence coding startup Cursor 30 days after SpaceX begins trading publicly on June 12, according to a Bloomberg report<\/a>.<\/p>\n It was only a month ago<\/a> that SpaceX and Cursor announced a $10 billion collaboration that included a $60 billion option for the larger company (which in February acquired Musk\u2019s xAI) to buy Cursor.<\/p>\n Now it\u2019s looking like that option will be exercised in July. If the deal fails, SpaceX would pay a $10 billion cash breakup fee to Cursor, which is currently training its wares on xAI\u2019s Colossus 2 supercomputer.\u00a0<\/p>\n As I previously wrote in this newsletter, Cursor\u2019s ascendance has been swift, with a big splashy feature in Fortune magazine<\/a> and an almost $30 billion valuation at the end of last year. The San Francisco company had reportedly been in talks to fundraise at a valuation of $50 billion before SpaceX swooped in. \u2014AN<\/p>\n More tech<\/p>\n \u2014The sectors most exposed to AI<\/a> are seeing a big growth in job demand, Indeed\u2019s chief economist says.<\/p>\n \u2014Apple, you had me at \u201con-device generated subtitles.\u201d<\/a><\/p>\n \u2014Microsoft rolls out new business laptops<\/a> priced from about $1,300 to $2,000. All contain Intel Core Ultra Series 3 chips and tout on-device AI processing.<\/p>\n \u2014Minnesota bans prediction markets<\/a>, only to be sued by the CFTC.<\/p>\n \u2014Polymarket partners with Nasdaq<\/a> to launch markets tied to private company milestones.<\/p>\n \u2014Parallel launches \u201cIndex,\u201d<\/a> a platform that allows publishers (including Fortune) to see, and be compensated for, how their content is used by AI agents.<\/p>\n \u2014WeWork and Upwork\u2019s CEOs<\/a> say the entry-level hiring nightmare is real but not new.<\/p>\n \u2014Yahoo takes on Bloomberg<\/a>, sorta kinda, with a new dashboard for retail investors.<\/p>\n Fortune AIQ Special Digital Issue: The AI Economy<\/p>\n From global corporations to local entrepreneurs, artificial intelligence is changing the way businesses operate, compete, and succeed. Explore all of Fortune AIQ<\/a>, and read the latest collection of stories below:<\/p>\n \u2013After AI stole his clients, one Big Tech ghostwriter is using AI to get them back<\/a><\/p>\n \u2013Outnumbered: At $4 billion ClickUp, a 3:1 agent-to-human ratio is rewiring work itself<\/a><\/p>\n \u2013How a mom-and-pop car wash chain went from sticky notes to AI-powered operations that are upleveling every part of the company<\/a><\/p>\n \u2013Solo founders are using AI to do the work of entire teams\u2014but going it alone has limits<\/a><\/p>\n \u2013How EarthRanger uses AI to help protect endangered species\u2014and boost the wildlife tourism industry<\/a><\/p>\n \u2013The smartphone\u2019s days are numbered. Meet the device that could come next<\/a><\/p>\n![\"Alphabet](\"https:\/\/www.europesays.com\/ai\/wp-content\/uploads\/2026\/05\/GettyImages-2276602257.jpg\"\/)
<\/a>Alphabet CEO Sundar Pichai in Mountain View, California on May 19, 2026.<\/p>\n![\"\"](\"https:\/\/www.europesays.com\/ai\/wp-content\/uploads\/2026\/05\/Fortune-AIQ2-Cover.jpg\"\/)
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