Anthropic revoked OpenAI's API access to Claude, citing ToS violations; sources: OpenAI's use of the API let it compare its models' behavior against Claude's  —  OpenAI lost access to the Claude API this week after Anthropic claimed the company was violating its terms of service.

SentinelOne researchers detail over 10 offensive cybersecurity patents filed by Shanghai Firetech, a company allegedly involved in Beijing's Silk Typhoon hacks  —  Researchers have discovered more than 10 patents for powerful offensive cybersecurity technologies filed by a prominent Chinese …

Microsoft's latest 10-K shows that the company's committed datacenter construction is down YoY, with almost no new leases signed in the past 12 months  —  Microsoft datacenter strategy - still in⏸️mode 🧵 @JeremieEO Four months ago we flagged Microsoft's pause on more than 1.5 GW of self-build capacity — on top of the leasing freeze we called out in December. Microsoft's latest 10-K backs us up: committed datacenter construction [image]

How VCs are changing the way people learn about the tech industry, through a sprawling media ecosystem consisting of podcasts, newsletters, and streaming shows  —  Podcasts hosted by venture capitalists set the narrative in tech, changing the way that insiders—and everyone else—learn about the world of startups.

Manus unveils Wide Research, an experimental feature that lets users on its Pro plan enlist dozens of parallelized AI agents for large-scale, high-volume tasks  —  Chinese AI startup Manus, which made headlines earlier this year for its approach to a multi-agent orchestration platform for consumers and …

Anthropic details “persona vectors”, patterns of activity within an AI model's neural network that control its character traits, such as evil and sycophancy  —  Read the paper  —  Language models are strange beasts.  In many ways they appear to have human-like “personalities” …

China's World AI Conference struck a stark contrast to Trump's America-first, regulation-light vision, focusing instead on global cooperation for AI safety  —  Behind closed doors, Chinese researchers are laying the groundwork for a new global AI agenda—without input from the US.

Sources: in a rare companywide meeting, Tim Cook said the AI revolution is “ours to grab”, Apple's AI efforts will mirror its iPhone successes, and more  —  Apple Inc. Chief Executive Officer Tim Cook, holding a rare all-hands meeting following earnings results …

Signatories to the EU's voluntary AI Code of Practice include Amazon, Anthropic, Google, Microsoft, and OpenAI, while Chinese AI companies remain absent  —  Nearly all dominant EU and US AI developers have signed up, but - so far - there are none from China.

Trump Media reports Q2 net sales up 5.5% YoY to $883.3K and a net loss of $20M, and says it accumulated ~$2B in bitcoin and bitcoin-related securities in July  —  The company raised nearly $2.4 billion for its Bitcoin treasury strategy in the three-month period

CB Insights: Figma's IPO was the largest venture-backed IPO by market capitalization for a US tech company since Rivian's debut in November 2021  —  At more than $19 billion, the design-software company's initial market cap priced well above its private valuation, a welcome scenario for venture investors

Analysis: since April 2, President Trump has excluded over $100B in US smartphone and laptop imports from tariffs, highlighting conflicting administration goals  —  Exclusions reflect conflicting goals: to rip up the rules of global trade while cushioning US consumers.