| Wall Street Journal: |
Sources: the researcher who declined Zuckerberg's offer of a $1.5B+ package over six years is Thinking Machines co-founder and ex-Meta staffer Andrew Tulloch — The loyalties and larger-than-life figures prompting some people to turn down insanely lucrative offers in Silicon Valley right now| Salvador Rodriguez / CNBC: |
An in-depth look at the rise of relationships between humans and AI companion chatbots on apps like Nomi, coinciding with a loneliness epidemic in the US — Nikolai Daskalov lives alone in a small house in rural Virginia. His preferred spot is a brown suede recliner in the middle … | Anne VanderMey / Bloomberg: |
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.| Zack Abrams / The Block: |
Arkham Intelligence claims to have uncovered a previously undisclosed heist of 127,426 BTC, now worth ~$14.5B, from Chinese mining pool LuBian in December 2020 — - Blockchain analytics platform Arkham Intelligence claims to have uncovered a heist of 127,426 BTC, now worth nearly $14.5 billion, from a Chinese mining pool in 2020.| Nina Bambysheva / Forbes: |
A profile of Robinhood CEO Vlad Tenev, whose personal fortune has surged 6x over the past year to $6.1B, as the company leans into tokenized stock derivatives — First Vlad Tenev blew up the brokerage industry's fee model. Now, thanks in part to his full-on crypto embrace … | Debby Wu / Bloomberg: |
Foxconn partners with Taiwan-based Teco for AI servers and other AI data center hardware, taking a 10% stake, while Teco gets a less than 1% stake in Foxconn — Hon Hai Precision Industry Co. formed a strategic alliance with Teco Electric & Machinery Co., a pact that should help … | Bloomberg: |
Cinven acquires a majority stake in Smart Communications from Accel-KKR; sources: the deal values the customer conversations platform at ~$1.8B including debt — Cinven has acquired a majority stake in UK technology firm Smart Communications from investment firm Accel-KKR.| Washington Post: |
How Palantir has benefited since President Trump took office, securing new and expanded government contracts and becoming the S&P's top-performing stock of 2025 — From warfighting and tracking deportations to writing State Department cables with AI, the company is benefiting … | Jonathan Greig / The Record: |
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 … | Wired: |
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.| Mayank Parmar / BleepingComputer: |
Anthropic cited OpenAI's use of Claude Code “ahead of the launch of GPT-5” but says it will provide API access to OpenAI for benchmarking and safety evaluations — Anthropic says it has revoked OpenAI's access to the Claude API after ChatGPT's engineers were found using Claude's coding tools.| Carl Franzen / VentureBeat: |
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 … | Anthony Ha / TechCrunch: |
Lina Khan cites Figma IPO as vindication of M&A scrutiny, saying letting startups grow independently, rather than be acquired, can generate “enormous value” — A surprising figure is celebrating Figma's successful IPO: Lina Khan, former chair of the Federal Trade Commission.| @semianalysis_: |
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]
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| Tom Warren / The Verge: |
| Ryan Browne / CNBC: |