| Wall Street Journal: |
Anthropic says DeepSeek, MiniMax, and Moonshot violated its ToS by prompting Claude a combined 16M+ times and using distillation to train their own products — The allegations mirror those of OpenAI, which told House lawmakers that DeepSeek used ‘distillation’ to improve models| Pia Singh / CNBC: |
IBM shares closed down 13.15% after Anthropic outlined in a blog post how Claude Code can automate the exploration and analysis phases of COBOL modernization — International Business Machines stock is getting slammed Monday, becoming the latest perceived victim of rapidly developing AI technology … | Citrini Research: |
Imagining an AI-driven “2028 Global Intelligence Crisis”: as white-collar layoffs grow, the human-centric consumer economy withers and the social fabric frays — A Thought Exercise in Financial History, from the Future — Preface — What if our AI bullishness continues to be right … | Jack Pitcher / Wall Street Journal: |
Software stocks extended their weeks-long selloff on Monday; several of the biggest decliners were discussed in a post by Citrini Research — The weeks-long selloff in software stocks deepened Monday amid general unease about the threat posed by AI. — Software-makers AppLovin, CrowdStrike … | Bloomberg: |
Sources: PayPal is attracting takeover interest after a stock slide over the past year wiped out almost half of its value; PYPL closes up 5.76% — PayPal Holdings Inc., the digital payments pioneer, is attracting takeover interest from potential buyers after a stock slide wiped out almost half of its value … | Axios: |
A DOD official says xAI has agreed to let the military use Grok in classified systems and agreed to the “all lawful use” standard, which Anthropic has refused — But the Pentagon is threatening Anthropic in a dispute over safeguards and may soon need a replacement.| Axios: |
Sources: US Defense Secretary Pete Hegseth summons Dario Amodei to the Pentagon on Tuesday morning for what is likely to be a tense meeting over Claude usage — Defense Secretary Pete Hegseth has summoned Anthropic CEO Dario Amodei to the Pentagon on Tuesday morning for what sources … | Ashley Capoot / CNBC: |
OpenAI launches Frontier Alliances, entering into multiyear deals with Accenture, BCG, Capgemini, and McKinsey to help deploy its enterprise platform Frontier — OpenAI on Monday announced it is entering into multiyear partnerships with four consulting firms that will help the company deploy its enterprise platform called Frontier.| Salvador Rodriguez / CNBC: |
Uber agrees to acquire SpotHero for an undisclosed sum, to offer parking reservation for events and at venues and airports; SpotHero was last valued at $290M — Uber said it's acquiring SpotHero, a company that provides a parking reservation app for crowded downtowns, sporting events and concerts.| Vicky Ge Huang / Wall Street Journal: |
The administrator winding down Terraform Labs sues Jane Street, alleging it engaged in insider trading to profit from and ultimately hasten Terraform's collapse — The court-appointed administrator of Do Kwon's Terraform Labs alleged that Jane Street used nonpublic information from Terraform insiders to trade| Wall Street Journal: |
How Binance staffers found $1B was sent to sanctioned Iranian entities via the exchange, which dismantled their probe and suspended them after Trump pardoned CZ — Weeks after Trump pardoned Binance's founder, the company dismantled probe and suspended the investigators; Binance denied inquiry ended or staff fired for the concerns| Tom Warren / The Verge: |
Sources: some Xbox staffers say they are relieved that Sarah Bond is leaving, after she led a pivot away from the console with the “Xbox everywhere” strategy — Microsoft has a new gaming CEO who wants to bring Xbox back from the brink. … Xbox fans had been anticipating … | Bloomberg: |
Sources: Anthropic has lined up $5B to $6B for an employee share sale at a valuation of about $350B; outside investors will be buying up the insider shares — Anthropic is offering some current and former employees the ability to sell shares in the company at a valuation of about $350 billion … | Rafe Rosner-Uddin / Financial Times: |
Uber launches Uber Autonomous Solutions, offering services like insurance, roadside assistance, and “AV mission control” tools, and will offer fleet financing — App says new operation will boost commercialisation of AVs — Uber has set up a new initiative to serve a growing number … | Reuters: |
A Trump administration official says DeepSeek's new model, expected next week, was trained on Nvidia Blackwell chips, in a potential US export control violation — Chinese AI startup DeepSeek's latest AI model, set to be released as soon as next week, was trained on Nvidia's (NVDA.O) … | Yazhou Sun / Bloomberg: |
| Lora Kolodny / CNBC: |
Tesla sues California's DMV to reverse a ruling that found Tesla violated the law by falsely promoting its Autopilot and Full Self-Driving systems — Tesla is suing California's Department of Motor Vehicles to reverse a ruling that found the automaker violated the law by falsely promoting its cars' self-driving capabilities.| Annie Palmer / CNBC: |
Amazon plans to invest $12B in new data centers in Louisiana and says it worked with the local utility “to ensure we pay 100% of the costs” tied to the campus — Amazon said Monday it plans to spend $12 billion on new data center campuses in Louisiana and the infrastructure … | The Information: |
| Financial Times: |
Sources: Trump's “Board of Peace” is exploring a USD-pegged stablecoin for Gaza; a source says it will not be a “Gaza Coin” or a new Palestinian currency — Proposal to launch cryptocurrency pegged to US dollar comes after cash supply was decimated during Israeli offensive
Deep analysis for deep questions — Introducing Superagent. A new research product from Airtable: Subagents deeply interrogate your topic and turn it into boardroom-ready reports, slides, docs, or websites.
Turn any GTM idea into reality — Clay helps GTM teams combine AI agents, enrichment, and intent data to move faster and turn insights into action.
5 tips to simplify email verification in Zoho CRM — This is a guest post by Clearout.Nearly 60% of email senders clean their lists regularly, yet average bounce rates still sit at 10.68%.
Protecting your Cloud Applications Data — Backing up Office 365, Google Workspace, Dropbox & Salesforce data is critical to preventing data loss or corruption, complying with laws and avoiding critical downtime in case of a disaster.
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| Anthropic: |
| Cecilia Kang / New York Times: |
| Lora Kolodny / CNBC: |
| Michelle Chan / Financial Times: |
| Cheyenne MacDonald / Engadget: |
| Anissa Gardizy / The Information: |
| Marcus Schuler / Implicator.ai: |