Techmeme
March 4, 2025, 1:00 AM

Top News

Shirin Ghaffary / Bloomberg:
Anthropic raised a $3.5B Series E led by Lightspeed at a $61.5B valuation; source: its annual revenue run rate has grown by 30% in 2025, from ~$1B in late 2024  —  The company is said to have increased its run-rate revenue by 30% so far this year.  —  OpenAI rival Anthropic has officially closed …
Jordan Novet / CNBC:
CoreWeave, which provides cloud-based GPUs, files for an IPO on the Nasdaq under the symbol CRWV, says it generated $1.9B in revenue in 2024, up 737% YoY  —  CoreWeave, a provider of cloud-based Nvidia processors to companies including Meta and Microsoft, is headed for the public market.
Bailey Lipschultz / Bloomberg:
CoreWeave's S-1 shows ~77% of its $1.9B revenue in 2024 came from its top two customers, one of them being Microsoft, which accounted for 62% of total sales  —  CoreWeave, a cloud-computing provider that's one of the hottest startups in artificial intelligence, filed for an initial public offering disclosing rapidly growing revenue.
Axios:
At a press conference with Trump, TSMC CEO CC Wei says the company plans to invest $100B+ in the US over four years, in addition to its current $65B investment  —  - It's also part of the bipartisan U.S. national security push to increase domestic chips production and accelerate the AI economy.
Jay Peters / The Verge:
Google updates Google Play on Android to highlight apps with widgets, adding a widget search filter, widget badges on app pages, and a curated editorial page  —  There will be a new search filter for widgets, widget gadgets on app detail pages, and a curated editorial page.
Chance Miller / 9to5Mac:
Tim Cook posts that “this week” there's “something in the AIR”, likely referring to an M4 MacBook Air launch; a new iPad Air is expected around this spring  —  In a new post on social media today, Tim Cook says Apple has a new product launch coming this week.
Craig Barrett / Fortune:
A former CEO and chair of Intel says the company shouldn't be broken up since its foundry unit now has the tech and manufacturing know-how to compete with TSMC  —  Four former Intel board members have written two opinion pieces for Fortune arguing that the only solution to Intel's problems …
Amanda Silberling / TechCrunch:
Creator monetization platform Passes and its CEO, Lucy Guo, are sued for allegedly distributing CSAM; the suit claims Guo intervened to override safety measures  —  Passes, a direct-to-fan monetization platform for creators backed by $40 million in Series A funding, has been sued …
Wall Street Journal:
Owen Walker / Financial Times:
Sarah Perez / TechCrunch:
Mozilla rewrites Firefox's Terms of Use, after recent changes with overly broad language about user data sparked user backlash  —  After fielding user backlash over its new Terms of Use last week, Firefox browser maker Mozilla has rewritten its policy to address issues around the overly broad language it had previously used.
Sahil Patel / The Information:
Sources: YouTube is preparing a Netflix-like redesign of its TV app, with paid content from other streamers like Max and Paramount+ on the homepage  —  It should have been easy.  —  YouTube in late 2022 began including in its app video-streaming services operated by other media companies …
Reuters:
Sources: Nvidia and Broadcom are running 18A manufacturing tests with Intel, and AMD is also evaluating whether Intel's 18A process is suitable for its needs  —  Chip designers Nvidia (NVDA.O) and Broadcom (AVGO.O) are running manufacturing tests with Intel (INTC.O), two sources familiar …
Ashley Capoot / CNBC:
Microsoft unveils Dragon Copilot, a voice-activated AI assistant for doctors combining Dragon dictation tool Medical One and ambient listening tool DAX Copilot  —  Microsoft is giving its health-care artificial intelligence tools a makeover.  —  The company on Monday unveiled …
Ingrid Lunden / TechCrunch:
Deutsche Telekom and Perplexity announce they are working on an “AI Phone” priced at under $1K, first aimed at the European market and slated to launch in 2026  —  It was inevitable that this year at MWC in Barcelona, at least one carrier would announce a major effort at building a smartphone with a top AI company.
Zvi Mowshowitz / Don't Worry About the Vase:
GPT-4.5 review: improved verbal intelligence, contextual adaptation, abstract writing, and better taste and aesthetics, but not ideal for reasoning or coding  —  It's happening.  —  The question is, what is the it that is happening?  An impressive progression of intelligence?
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