Axios:
Inside David Sacks' new role shaping Trump's AI agenda; US officials say Sriram Krishnan is taking on a position at the National Economic Council to focus on AI  —  - The move lands as Republicans grow increasingly wary of an all-in attitude on AI development and begin to question …

Lola Murti / CNBC:
Micron shares closed down 10% on Monday and are now down 30% since Micron's earnings report on March 18; Sandisk fell 7% and Western Digital dropped 9%  —  Micron shares plummeted 10% on Monday, continuing the memory maker's significant post-earnings sell-off.

Vaibhav Srivastav / @reach_vb:
OpenAI introduces a Codex plugin for Claude Code, letting users invoke Codex from inside Claude Code to review code or delegate tasks  —  If you already use Claude Code, this Codex plugin gives you a simple way to pull Codex into the same workflow.  It is useful for three things …

Eric Newcomer / Newcomer:
Leaked January presentation: Coatue estimated that Anthropic would lose $14B in EBITDA on $18B in revenue in 2026 and reach a $1.995T valuation in 2030  —  We talk about it & more on the Cerebral Valley Show  —  In a presentation to prospective investors in January, Coatue offered a rare look …

Qwen:
Alibaba releases its Qwen3.5-Omni omnimodal LLM with support for 10+ hours of audio input, saying the Plus variant surpasses Gemini 3.1 Pro on audio benchmarks  —  Qwen3.5-Omni is Qwen's latest generation of fully omnimodal LLM, supporting the understanding of text, images, audio, and audio-visual content.