| @secwar: |
| Anthropic: |
Anthropic says it'll challenge “any supply chain risk designation in court” and that the designation would only affect contractors' use of Claude on DOD work — Earlier today, Secretary of War Pete Hegseth shared on X that he is directing the Department of War to designate Anthropic a supply chain risk.| Axios: |
President Trump calls Anthropic a “radical left, woke company” and says he is directing every federal agency in the US to stop using its products — The Trump administration has decided to blacklist Anthropic in the most consequential and controversial policy decision to date … | Bloomberg: |
Two coalitions of workers, including employees of Amazon, Google, Microsoft, and OpenAI, ask their companies to join Anthropic in refusing DOD's demands — Anthropic PBC got a vote of support from Silicon Valley workers for its increasingly contentious public-relations battle with the Pentagon … | Wired: |
| Washington Post: |
| Sam Altman / @sama: |
| Sharon Goldman / Fortune: |
Source: Sam Altman told employees the DOD is willing to let OpenAI build its own “safety stack” and won't force OpenAI to comply if its model refuses a task — Sam Altman told OpenAI employees at an all-hands meeting on Friday afternoon that a potential agreement is emerging … | Axios: |
Sam Altman says OpenAI shares Anthropic's red lines with respect to AI use by the military, which are “an issue for the whole industry” — OpenAI CEO Sam Altman wrote in a memo to staff that he will draw the same red lines that sparked a high-stakes fight between rival Anthropic … | Wall Street Journal: |
Sources: Nvidia plans to unveil a new AI inference chip at its GTC conference in March; the system will have a Groq-designed chip and OpenAI is a customer — Under pressure from rivals, the chip giant is set to offer a new product focused on rapid processing of AI queries for ‘inference’ demand| OpenAI: |
OpenAI says ChatGPT has 900M+ weekly active users, 50M+ consumer subscribers, and weekly Codex users have more than tripled since the start of the year to 1.6M — AI demand is surging across consumers, developers, and businesses. Meeting that demand and providing everyone access … | CNBC: |
| Om Malik / On my Om: |
Amazon is paying ~16x Microsoft's price per OpenAI percentage point, while getting none of Microsoft's exclusives, showing the cost of being late in AI — My word, the torrent of news keeps coming. You have hardly had time to digest the news of the $30 billion raise by Anthropic … | About Amazon: |
| Kate Knibbs / Wired: |
OpenAI fired an employee for insider trading on prediction markets like Polymarket; Unusual Whales has flagged 77 suspected insider trades around OpenAI events — Prediction markets like Polymarket and Kalshi are big business, and some Big Tech employees are testing boundaries by making trades based on insider knowledge.| Manish Singh / India Dispatch: |
AI's deflationary impact on India's IT industry, which has never seen a decline in software exports in 24 years, will likely take years to fully materialize — The cost of electricity does not run an enterprise. — A post written as a fictional memo from June 2028 by short-seller Citrini … | Dina Bass / Bloomberg: |
Dell stock closes up 22%, its biggest single-day gain since March 1, 2024, after the company gave an outlook for sales of its AI servers that exceeded estimates — Dell Technologies Inc. shares jumped the most in two years after the company gave an outlook for sales of its artificial intelligence servers … | Alex Weprin / The Hollywood Reporter: |
Paramount agrees to acquire WBD, paying $31 per share in cash, giving WBD an enterprise value of $110B; Paramount paid a $2.8B breakup fee to Netflix — Netflix backed away from its $87.2 billion deal on Thursday. … The two companies formally unveiled the deal Friday after Netflix formally bowed … | Wall Street Journal: |
Sources: multiple federal agencies raised concerns about Grok's safety and reliability in recent months, before DOD approved Grok for use in classified settings — Warnings about xAI's safety and reliability preceded Pentagon decision to approve Grok for use in classified settings.| Jonathan Stempel / Reuters: |
A federal judge issues a preliminary injunction blocking Virginia from enforcing a new law restricting children's social media use, on First Amendment grounds — A federal judge on Friday blocked Virginia from enforcing a new law that aimed to protect children from being addicted to social media … | Reuters: |
Coupang reports Q4 revenue up 11% YoY to $8.8B, below $8.9B est., and a net loss of $26M, versus $131M net profit in Q4 2024, hurt by fallout from a data breach — E-commerce giant Coupang (CPNG.N) swung to a fourth-quarter loss on Thursday and reported revenue below analysts' estimates …
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.
5G's most deployed platform — Powering live networks with built-in Inference across Core and RAN. That's the power of Intel Inside®
Turn financial data into better business decisions — This is a guest blog by ScaleXP.For CEOs and CFOs of growing small and mid-sized businesses, financial data is everywhere. Invoices, expenses, subscriptions …
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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| Jagmeet Singh / TechCrunch: |
| Fast Company: |
| The Atlantic: |