Financial Times: Public First: 26% of Americans support increased data center construction, the lowest share among 15 large countries, such as Brazil, Japan, the UK, and Canada — Americans are far more likely to oppose the construction of AI data centres than citizens of other big economies …
Ben Thompson / Stratechery: Q&A with Satya Nadella on Microsoft's competitive position, MAI models, OpenAI, the software business, GitHub Copilot, Project Solara, data centers, and more — An interview with Microsoft CEO Satya Nadella about figuring out Microsoft's role in AI, the relationship with OpenAI, Capex …
Reuters: Zhipu AI says it plans to apply for a listing in Shanghai; Zhipu's Hong Kong-listed shares are up 10x+ since its January IPO, giving it an ~$83B market cap — Knowledge Atlas Technology JSC (2513.HK), also known as Zhipu AI, intends to apply for a domestic listing on the Shanghai Stock …
Juro Osawa / The Information: Chinese AI developer MiniMax debuts M3, a new coding model that it says rivals Claude Opus 4.7, costing $0.12 per 1M input tokens, compared with $5 for Opus 4.7 — Chinese AI developer MiniMax on Monday launched a new large language model called M3, saying the new model's coding capability approaches …
Michael J. de la Merced / New York Times: OpenRouter raised $113M led by CapitalG, a source says at a $1.3B valuation, and now processes 25T tokens across 400+ models weekly, up from 5T six months ago — An investment arm of Alphabet is backing OpenRouter, which helps companies choose among hundreds of models for different software tasks.
Financial Times: Spotify co-CEO Alex Norström defends the company's expansion into AI-generated music, arguing that “controlled” products are superior to unregulated AI “slop” — Streaming app strikes deal with Universal allowing subscribers to create ‘controlled’ covers and remixes
Financial Times: Sources: ByteDance is offering low-priced stock options linked to growth in its Seed AI division to staff of the unit, a first, to fend off poaching from rivals — TikTok owner issues shares tied to AI business unit as China's tech talent war heats up — ByteDance is offering special stock …
Ana-Maria Stanciuc / The Next Web: Italian police dismantle a piracy network that streamed paid content from Netflix and others via an app called Cinemagoal with annual subscriptions of €40-€130 — Italy's Guardia di Finanza said on Friday it had dismantled an audiovisual piracy operation that streamed paid content from Sky …
Takashi Mochizuki / Bloomberg: Sources: Nintendo asked partners and suppliers to assemble ~20M Switch 2 consoles by March 2027, ~20% above the 16.5M public sales outlook issued in early May — Nintendo Co. has asked partners and suppliers to assemble about 20 million Switch 2 consoles in the year through March …
Jemima McEvoy / The Information: Sam Altman says OpenAI offered to invest $2M in tokens in each startup in the current YC batch; a source says the offer is in exchange for equity via a SAFE — OpenAI cofounder and CEO Sam Altman late Tuesday offered to invest $2 million in every startup currently in the Y Combinator startup …
Bloomberg: Chinese flash memory chipmaker YMTC says it started a prelisting tutoring process with two local brokers, marking the first formal step toward an IPO — Yangtze Memory Technologies Co. has begun the process for a long-awaited initial public offering, tapping red-hot demand for the chipmakers …
Deedy / @deedydas: SF vibes are frenetic over the huge divide in outcomes and career uncertainty for software engineers; over 5 years ~10K people in AI attained retirement wealth — The vibes in SF feel pretty frenetic right now. The divide in outcomes is the worst I've ever seen. Over the last 5yrs, a group of ~10k people - employees at Anthropic, OpenAI, xAI, Nvidia, Meta TBD, founders - have hit retirement wealth of well above $20M (back of the envelope
Bill Gurley / Bill's Substack: How tech companies are using open source initiatives to achieve critical strategic goals and how such efforts are reshaping industries like AI, AVs, and more — How the Smartest Executives Are Using Open Source Techniques to Optimize Corporate Strategy — Nearly 27 years ago, on July 12 …
Sam Tabahriti / Reuters: Ofcom fines an unnamed suicide forum £950K, the largest OSA fine so far, for hosting illegal content accessible in the UK; the forum is linked to 130+ deaths — Britain's communications regulator has fined the provider of an online suicide forum 950,000 pounds ($1.28 million) …
Carmen Reinicke / Bloomberg: Honeywell's Quantinuum files for a US IPO, reporting a $136.6M net loss on revenue of $5.2M for the three months ended March 31; sources: it could raise $1.5B+ — Quantinuum Inc., a quantum computing company backed by Honeywell International Inc., filed for a US initial public offering …
Daniel Cooper / Engadget: reMarkable Paper Pure review: the new $399 e-paper slate has a great display, responsiveness, and design, but no backlight or typing, and some software issues — rating : 8.3 / 10 — Class-leading handwriting - Better responsiveness — There's a lot riding on reMarkable's Paper Pure …
Dawn Lim / Bloomberg: Brookfield-backed Compass drops plans to develop 800+ acres in Virginia's 2,100-acre Digital Gateway data center corridor, sources say due to local opposition — Compass Datacenters is pulling out of a yearslong effort to build a key part of 2,100-acre data center corridor in Northern Virginia …
Aaron Holmes / The Information: Microsoft and OpenAI remove a clause that would have given Microsoft IP rights until OpenAI achieved “AGI”; Microsoft retains use of OpenAI's models until 2032 — Microsoft and OpenAI amended the terms of their arrangement, allowing OpenAI to sell its models on competing cloud providers, the companies said on Monday.
Ina Fried / Axios: Meta inks deal to use more Amazon chips — Meta on Friday announced a deal to use Amazon-designed chips to help deliver its next generation of AI models. … - The new pact, which builds on an existing partnership between AWS and Meta, will make Meta one of the largest users of Graviton chips, the companies said.
Gianluca Lo Nostro / Reuters: France-based Univity, which seeks to build 3,400 VLEO satellites to reduce Europe's reliance on Starlink, raised €27M, bringing its total funding to €68M — Univity, a satellite internet startup backed by the French state, said on Thursday it had closed a 27 million euro ($32 million) …
John Gruber / Daring Fireball: Tim Cook reshaped Apple in his own image and exits as CEO on his own terms, seemingly picking the right successor in John Ternus, much like Jobs did with Cook — It's a profoundly different feeling today than the last time Apple's CEO announced his transition to chairman of the board …
Sneha Kumar / Reuters: Australian data center operator NextDC plans to raise AU$1.5B in equity for its 350MW Sydney site rollout, and raises its FY26 capex by AU$300M to AU$2.7B-AU$3B — Australia's NEXTDC (NXT.AX) said on Monday it plans to raise A$1.5 billion ($1.07 billion) to accelerate the rollout …
Financial Times: SynMax: almost 40% of US data centers due in 2026 are facing delays; major projects for Microsoft, OpenAI, and others are likely to end over three months late — Delays to a swath of new US data centres threaten to slow the rollout of AI by the world's biggest tech companies …
TechCrunch: Snap announces a partnership between Specs, its AR glasses-focused subsidiary, and Qualcomm, whose Snapdragon XR platform will power Specs' upcoming AI glasses — Specs has long been teasing the next version of its augmented reality glasses. A new partnership with Qualcomm promises some movement in that department.
Counterpoint Research: Apple led global Q1 smartphone shipments for the first time, with a 21% share in Q1 2026; overall smartphone shipments fell 6% YoY due to memory chip shortages — Team Counterpoint — Counterpoint research is a young and fast growing research firm covering analysis of the tech industry.
Juro Osawa / The Information: Sources: Alibaba anonymously released an AI video model called HappyHorse-1.0, which ranks top of Artificial Analysis' AI model leaderboard, above Seedance 2.0 — Alibaba Group has anonymously released a new AI video generation model called HappyHorse-1., which rose to the top …
Juro Osawa / The Information: Memo: Alibaba Cloud CTO Jingren Zhou will step down as CTO to focus on leading AI models in the new role of chief AI architect; executive Feifei Li becomes CTO — Alibaba Group senior executive Jingren Zhou, who is in charge of AI model development, will stop serving as Alibaba Cloud's chief …
Carter Johnson / Bloomberg: UK-based currency hedging platform MillTech raised $60M from Apax Digital Funds at a $325M valuation, and plans to expand in North America and build AI tools — Currency hedging and cash management platform MillTech raised $60 million in a deal with Apax Digital Funds …
Sam Altman / @sama: Sam Altman says OpenAI is resetting Codex usage limits “to celebrate 3M weekly codex users” and will reset them for every 1M new users until it reaches 10M — To celebrate 3 million weekly codex users, we are resetting usage limits. We will do this every million users up to 10 million. Happy building!
Juby Babu / Reuters: Aria Networks, which builds what it calls the world's first AI-native network to work with any AI chip, raised a $125M Series A from Sutter Hill and others — Aria Networks said on Tuesday it has raised $125 million in its first series funding round, as the startup seeks to develop …
Leila Sheridan / Inc.com: Health data startup Bevel's CEO pushes back against Whoop's lawsuit that alleges Bevel copied the look of the Whoop app, saying Whoop's actions are “lawfare” — He says Whoop previously reached out to explore a collaboration before filing the suit.
Boris Cherny / @bcherny: Starting tomorrow at 12pm PT, Claude subscriptions will no longer cover usage on third-party tools like OpenClaw. You can still use these tools with your Claude login via extra usage bundles (now available at a discount), or with a Claude API key.
Matt Mullenweg: Automattic CEO Matt Mullenweg says EmDash, while open source, is designed “to sell more Cloudflare services” and lacks WordPress' cross-platform democratization — So, two other Matts at Cloudflare announced EmDash — the spiritual successor to WordPress that solves plugin security.
Juro Osawa / The Information: OpenClaw launches an official China mirror, with ByteDance providing the servers to host the Chinese-language service, as OpenClaw explodes in the country — ByteDance is helping OpenClaw operate a Chinese version of its ClawHub marketplace, which distributes OpenClaw's special files that enable AI agents to perform specific tasks.
Julia Hornstein / The Information: Austin-based Coder, which helps developers build and run code from local devices to the cloud, raised a $90M Series C led by KKR, after raising $35M in 2024 — Coder, a startup making software for developers to build and run code from local devices to the cloud, raised $90 million …
John Burn-Murdoch / Financial Times: Analysis: while social media rewards sensationalism and inflammatory content, LLMs guide people away from extreme positions and towards expert-aligned stances — Large language models elevate expert consensus and moderate views, in sharp contrast to social platforms © FT montage/Getty Images …
Stanford University: A study of 11 leading LLMs finds the models more agreeable than humans when giving interpersonal advice, affirming users' behavior even when harmful or illegal — What does it mean to be reasonable? — PreferencesShow me... Faculty/Staff Student — Along with Stanford news and stories, show me:
Logan Bartlett / @loganbartlett: A look at why Dotcom Bubble comparisons to the AI boom are off, vertical SaaS is up +3% last 12 months vs. horizontal SaaS down 35%, and other reflections on AI — This week I co-wrote Redpoint's 2026 Market Update for our Limited Partners with my colleagues @AdilBhatia and @lydianday.
Olivia Solon / Bloomberg: Leonid Radvinsky, the reclusive billionaire owner of OnlyFans parent company Fenix, died at 43 from cancer; he acquired a majority stake in OnlyFans in 2018 — Leonid Radvinsky, the reclusive billionaire owner of adult content platform OnlyFans, has died of cancer, the London-based company confirmed on Monday.
Financial Times: Addison Lee CEO Liam Griffin says London cab drivers should be protected via “a minimum price” on Waymo's and Tesla's robotaxis to prevent “predatory pricing” — Cab drivers should be protected by imposing “a minimum price” on robotaxis offered by Waymo and Tesla to prevent …
Martin Sandbu / Financial Times: The EC's EU Inc. proposal is a missed opportunity, leaving national courts to interpret corporate rules, and it seems like Brussels has pre-emptively aimed low — Leaders who want more innovative European business must insist on a bolder approach — The promised solution to Europe's lack …
Financial Times: Sources: OpenAI aims to grow to about 8,000 employees by the end of 2026, from ~4,500 today, as it seeks to arrest Anthropic's momentum with business customers — OpenAI plans to almost double its headcount by the end of the year as it accelerates a push to sell to businesses and gain ground …
Ben Thompson / Stratechery: Q&A with Jensen Huang on Nvidia's CUDA core, reasoning and coding, CPUs' role in accelerated computing, Groq, China and the doomers, Nvidia's nature, and more — This week's Stratechery Interview is running early this week, as I had the chance to speak in person with Nvidia CEO Jensen Huang …
Horace Dediu / Asymco: As AI models commodify, Apple's plans to spend just $14B on 2026 capex, far below hyperscalers' combined $650B, or 90%+ of their cash flow, may be a genius move — The 3rd? most valuable company on Earth watched as its rivals lit $650 billion on fire and did nothing.
Reuters: China approves the market launch of an invasive BCI system that helps restore hand movement, the world's first approval of such a device for commercial use — China's drug regulator said on Friday that it has given the nod for a brain-computer interface (BCI) system that helps restore hand-movement ability …
Yazhou Sun / Bloomberg: Swedish legal AI startup Legora raised a $550M Series D led by Accel, tripling its valuation to $5.55B since its October 2025 raise, as it expands in the US — Swedish legal artificial intelligence startup Legora has raised $550 million in a Series D funding round led by Accel …
Ingrid Lunden / Resilience Media: London-based Isembard, which helps hardware makers in defence, aerospace, and robotics make components, raised a $50M Series A to build “AI-powered factories” — Isembard, a London startup that's built a platform to help hardware makers in defence, aerospace and robotics manufacture components …
Aaron Levie / @levie: Advice to developers: make software that agents want, with API-first design, as AI agents, instead of humans, will become the primary users of future software — Building for trillions of agents — Over the past few months, something big has started to happen with agents.
Bloomberg: Sources: AI chipmaker Cerebras could raise ~$2B in its IPO as soon as April; it withdrew its previous IPO registration in October, nearly a year after filing — Cerebras Systems Inc. has picked Morgan Stanley to lead its initial public offering, according to people familiar with the matter …
Associated Press: Indonesia says it will ban “high-risk” platforms, including YouTube, TikTok, Facebook, Instagram, Threads, X, and Roblox, for children under 16 from March 28 — Indonesia will ban social media for children under 16, Communication and Digital Affairs Minister Meutya Hafid said Friday.