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Airbnb nights booked

Airbnb wants to offer much more than just a room

Up in the air

Now more than 15 years-old, Airbnb is doing its best to keep things exciting for guests. It already lists some quirky stays for intrepid explorers: a Florida bowling villa; a Boeing 727 in the Costa Rican jungle; even a “dog crate on steroids” in Boston. Now, it’s doubling down on offbeat offerings.

Airbnb’s new Icons’ feature, announced Wednesday, offers the opportunity to partake in “extraordinary experiences from the world’s greatest icons”. So, if you’ve ever dreamed of going Up in Pixar’s balloon-buoyed house or sleeping in the Musée d’Orsay’s clock, now’s your chance.

But fun, marketing-friendly initiatives like Icons might not be enough to drive Airbnb’s next leg of growth in bookings, which has slowed to 12% annually from 20% the year before. Indeed, with more than 7.7 million active listings worldwide, Airbnb has faced increasing scrutiny for driving out residents, with major cities like New York and Paris, where affordable accommodation is increasingly scarce, bringing in measures that limit residents’ ability to list homes on some short-term rental platforms.

That’s potentially why Airbnb is looking to reinvent itself, with CEO Brian Chesky describing 2024 as an “inflection point” for the company, which eventually wants to “move beyond travel”. First stop… experiences.

Bon voyeur: If ticking off locals is one thing, creeping out guests is another. As of April 30, Airbnb imposed a worldwide ban on indoor security cameras.

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White House said to oppose Anthropic’s plan to expand Mythos access to more companies

Anthropic is ready to invite a wider group of companies to gain access to Claude Mythos, the company’s powerful next-generation AI chatbot.

The tightly controlled model has been deemed something of a security risk by Anthropic itself, due to its ability to find thousands of software vulnerabilities and potentially be used for sophisticated cyberattacks.

About 50 companies have been given access to test the capabilities of the new model, and Anthropic wanted to expand that to 120, according to a report from The Wall Street Journal.

The Trump administration is blocking the move out of concerns that the new technology could fall into the wrong hands, per the report.

Yesterday, Bloomberg reported that Anthropic was in talks to raise money with a $900 billion valuation — higher than its archrival in the AI chatbot world, OpenAI, which was recently valued at $852 billion.

About 50 companies have been given access to test the capabilities of the new model, and Anthropic wanted to expand that to 120, according to a report from The Wall Street Journal.

The Trump administration is blocking the move out of concerns that the new technology could fall into the wrong hands, per the report.

Yesterday, Bloomberg reported that Anthropic was in talks to raise money with a $900 billion valuation — higher than its archrival in the AI chatbot world, OpenAI, which was recently valued at $852 billion.

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Alphabet, Amazon, Microsoft, and Meta plan to spend more than $700 billion on capex this year

Big Tech’s big capital spending continues to surge even higher than the companies had previously expected.

Alphabet raised its 2026 capex outlook to between $180 billion and $190 billion, up from $175 billion to $185 billion. Meta increased its 2026 forecast to $125 billion to $145 billion, up from $115 billion to $135 billion. Microsoft, meanwhile, said it’s planning on spending $190 billion this calendar year, about $55 billion more than the FactSet analyst consensus. Amazon, the lone outlier, didn’t boost its capex forecast, keeping it at a cool $200 billion.

Combined, Alphabet, Amazon, Microsoft, and Meta plan to spend more than $700 billion on capex in 2026, nearly double what they spent last year and $100 billion more than they’d expected just last quarter, as they continue to build out the AI infrastructure to support their AI futures.

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Microsoft AI Tour

Microsoft’s capex outlay this year would be enough to buy every outstanding share of Disney

CFO Amy Hood said on last night’s earnings call that the company will spend $190 billion on capex in 2026.

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