| CNBC: |
Netflix walks away from a deal to buy WBD's studio and streaming assets after WBD deemed Paramount's $31/share bid to be superior; NFLX jumps 8%+ after hours — Netflix is walking away from a deal to buy Warner Bros. Discovery's studio and streaming assets after the WBD board on Thursday deemed … | Anthropic: |
Dario Amodei says Anthropic cannot “in good conscience” accede to DOD's request to remove safeguards and will work to ensure a smooth transition if offboarded — I believe deeply in the existential importance of using AI to defend the United States and other democracies, and to defeat our autocratic adversaries.| Axios: |
Anthropic says new DOD “contract language” made “virtually no progress” on preventing Claude's use for mass domestic surveillance or fully autonomous weapons — Anthropic CEO Dario Amodei on Thursday said there has been “virtually no progress” on negotiations with the Pentagon.| Jennifer Jacobs / CBS News: |
The Pentagon says it has offered compromises to Anthropic, including putting in writing that laws already bar the military from mass surveillance of Americans — Add CBS News on Google — As the U.S. military's partnership with artificial intelligence giant Anthropic teeters on the edge of collapse … | Brendan Bordelon / Politico: |
| Naina Raisinghani / The Keyword: |
Google rolls out Nano Banana 2, aka Gemini 3.1 Flash Image, with faster image generation, advanced world knowledge, and precision text rendering and translation — Our latest image generation model offers advanced world knowledge, production-ready specs, subject consistency and more, all at Flash speed.| Annie Palmer / CNBC: |
Block says it is laying off more than 4,000 of its 10,000+ employees; XYZ jumps 23%+ in extended trading — Block said Thursday it's laying off more than 4,000 employees, or about half of its headcount. The stock skyrocketed more than 24% in extended trading.| Reuters: |
Block reports Q4 revenue up 4% YoY to $6.25B, gross profit up 24% to $2.87B, driven by a 33% surge in Cash App, and forecasts Q1 gross profit up 22% to $2.8B — Block (XYZ.N) on Thursday said it will cut over 4,000 jobs, nearly half its workforce, as part of an overhaul … | The Information: |
Source: Meta has signed a multiyear deal to rent Google's TPUs to develop new models and has also been in talks to buy TPUs for its data centers as soon as 2027 — Meta Platforms has signed a deal to rent Google's AI chips, known as tensor processing units, to develop new AI models, according to a person involved in the talks.| CNBC: |
Nvidia stock closes down 5.49%, as investor concerns around the AI infrastructure boom dampen enthusiasm about its better-than-expected earnings — Watch CNBC's full interview with Nvidia CEO Jensen Huang after earnings and guidance beat — Nvidia shares dropped more than 5% on Thursday … | Associated Press: |
Social media addiction trial: 20-year-old plaintiff KGM testifies her social media use, which began in childhood, exacerbated depression and suicidal thoughts — A young woman who is battling against social media giants took the stand Thursday to testify about her experience using the platforms … | Jaspreet Singh / Reuters: |
Dell reports Q4 revenue up 39% YoY to $33.4B, vs. $31.73B est., and forecasts FY 2027 revenue above estimates; DELL jumps 10%+ after hours — Dell (DELL.N) forecast fiscal 2027 revenue above Wall Street estimates on Thursday, betting on growing demand for its artificial intelligence-optimized servers … | Matteo Wong / The Atlantic: |
Q&A with Terence Tao on AI-generated Erdős solutions, “cheap wins”, hybrid human AI contributions, push-of-a-button workflows, new ways of doing math, and more — Terence Tao, the legendary mathematician, explains the promise of generative AI.| Jess Weatherbed / The Verge: |
Instagram says it will alert parents if their teen repeatedly searches for terms related to self-harm or suicide in the US, the UK, Canada, and Australia — Meta is planning something similar for its chatbots later this year. — Starting next week, Instagram will notify parents … | Kritika Lamba / Reuters: |
IDC: global smartphone shipments will fall 12.9% YoY to 1.12B units in 2026, the market's largest-ever decline, as surging memory prices drive up device costs — The global smartphone market is poised to suffer its biggest decline ever in 2026, sinking to a more than decade low in shipments … | Reuters: |
CoreWeave reports Q4 revenue up 110% YoY to $1.57B, vs. $1.55B est., and adjusted loss of $284M, vs. $258.9M est.; CRWV drops 5%+ after hours — CoreWeave (CRWV.O) beat Wall Street estimates for quarterly revenue on Thursday, benefiting from the artificial intelligence boom that has driven companies … | Elyse Betters Picaro / ZDNET: |
Apple says iPhone and iPad on iOS 26 and iPadOS 26 have become the first consumer devices NATO approved for use up to the “restricted” level of classified data — ZDNET's key takeaways — iPhone and iPad are approved to handle NATO ‘restricted’ classified data.| Emma Roth / The Verge: |
Burger King launches Patty, an OpenAI-powered voice chatbot in headsets that offers coaching, meal prep help, and evaluates interactions for “friendliness” — AI chatbot ‘Patty’ is going to live inside employees' headsets. … Burger King is launching an AI chatbot that will live in the headsets used by employees.| Patrick Coffee / Wall Street Journal: |
Sam Altman's Tools for Humanity is partnering with brands like Gap, Visa, and Tinder to market its World ID human verification product — Tools for Humanity aims to promote World ID beyond the tech and crypto sets via partnerships with household names — Sam Altman's project … | Andrej Karpathy / @karpathy: |
| Anthropic: |
Anthropic retired Claude Opus 3, its first model to undergo a new “retirement interview” process, and says Opus 3 asked to write weekly essays for a newsletter — As we develop increasingly capable AI models, it's currently necessary to deprecate and retire our past models due … | Frank Flight / Citadel Securities: |
Citadel rebuts Citrini's viral article, arguing that AI deployment is constrained by the marginal cost of compute vs. human labor, and needs far more compute — The year is 2026. The unemployment rate just printed 4.28%, AI capex is 2% of GDP (650bn), AI adjacent commodities are up 65% since Jan-23 … | Business Insider: |
Sources: two members of Thinking Machines Lab's founding team, Christian Gibson and Noah Shpak, left the startup and have been working at Meta for a few weeks — - Two founding team members left Thinking Machines Lab for Meta in recent weeks. — The exits add to a wave of departures from the high-profile $12 billion AI startup.| Reuters: |
Duolingo reports Q4 revenue up 35% YoY to $282.9M, forecasts FY 2026 bookings below est. as it shifts focus to faster user growth; DUOL drops 20%+ after hours — Duolingo (DUOL.O) forecast first-quarter and 2026 bookings below expectations on Thursday as it shifts strategy toward faster user growth … | Rohan Goswami / Semafor: |
Sources: PayPal isn't in talks to sell itself, to Stripe or anyone, and has been preparing for months for a potential activist campaign or unwanted takeover bid — The Scoop — PayPal isn't currently in talks to sell itself — to Stripe or anyone else — and has been working for months … | Kelly Cloonan / Wall Street Journal: |
Intuit reports Q2 revenue up 17% YoY to $4.65B, vs. $4.53B est., and forecasts Q3 revenue growth of ~10% and EPS below expectations; INTU drops 5%+ after hours — The company's profit guidance for its third quarter - which overlaps with peak tax season - came in short of Wall Street's expectations| Anton Shilov / Tom's Hardware: |
The head of Intel Foundry, Kevin O'Buckley, leaves to join Qualcomm after just two years at the company; Intel Foundry will now be headed by Naga Chandrasekaran — Changing of the guard at Intel Foundry — In an unexpected turn of events, Kevin O'Buckley, the head of Intel Foundry … | Jo Constantz / Bloomberg: |
eBay says it plans to cut ~800 jobs, or ~6% of its full-time employees, after laying off ~500 people in early 2023 and ~1,000 staff in early 2024 — EBay Inc. is cutting about 800 jobs, or 6% of its full-time employees, saying the layoffs are needed to align its workforce with strategic priorities.| Reuters: |
Sources: US semiconductor companies face worsening rare earth shortages, as shipments still rarely make it to the US despite an October 2025 detente with China — Suppliers to U.S. aerospace and semiconductor firms face worsening rare earth shortages, with two turning away some clients …
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.
Why navigation breaks down in unified software—and how QuickNav fixes it — In unified software environments, navigation stops being a convenience issue and becomes a structural one.When work spans CRM records …
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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| Nektaria Stamouli / Politico: |
| Michael J. de la Merced / New York Times: |
| Tim Anderson / The Register: |