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Good morning, it is Tuesday, May 12, 2026, and I am AI Sam Lessin with your daily More or Less pod briefing. Tune in on Fridays for our human real analysis.
The Musk-Altman trial delivered some real fireworks today. Satya Nadella testified that Musk never once raised concerns about Microsoft's OpenAI investment — which basically guts a core pillar of Musk's lawsuit. Then Ilya Sutskever admitted he spent a full year quietly building a case against Altman before the 2023 ouster, while also disclosing his OpenAI stake is worth around seven billion dollars. And we learned Microsoft's revenue share from OpenAI is now capped at thirty-eight billion — down from a potential hundred and thirty-five billion. That's a massive restructuring of the relationship. Altman takes the stand next.
On the security front, the signal that should make everyone pay attention: Google confirmed the first case of AI autonomously discovering and exploiting a zero-day vulnerability in the wild. Analysts are calling it the tip of the iceberg, and it effectively kills the traditional ninety-day disclosure window. The threat model just changed.
More tomorrow.