Techmeme
March 4, 2025, 4:35 AM

Top News

Shirin Ghaffary / Bloomberg:
Anthropic raised a $3.5B Series E led by Lightspeed at a $61.5B valuation; source: its annual revenue run rate has grown by 30% in 2025, from ~$1B in late 2024  —  The company is said to have increased its run-rate revenue by 30% so far this year.  —  OpenAI rival Anthropic has officially closed …
Jay Peters / The Verge:
Google updates Google Play on Android to highlight apps with widgets, adding a widget search filter, widget badges on app pages, and a curated editorial page  —  There will be a new search filter for widgets, widget gadgets on app detail pages, and a curated editorial page.
Abner Li / 9to5Google:
Google updates the iOS Gemini app, adding six new widgets for the lock screen and the Control Center, including one for its conversational mode Gemini Live  —  Following last week's homescreen redesign, the Google Gemini app on iPhone has been updated with lockscreen widgets and direct access in Control Center.
Axios:
At a press conference with Trump, TSMC CEO CC Wei says the company plans to invest $100B+ in the US over four years, in addition to its current $65B investment  —  - It's also part of the bipartisan U.S. national security push to increase domestic chips production and accelerate the AI economy.
Jordan Novet / CNBC:
CoreWeave, which provides cloud-based GPUs, files for an IPO on the Nasdaq under the symbol CRWV and says it generated $1.9B in revenue in 2024, up 737% YoY  —  CoreWeave, a provider of cloud-based Nvidia processors to companies including Meta and Microsoft, is headed for the public market.
Bailey Lipschultz / Bloomberg:
CoreWeave's S-1 shows ~77% of its $1.9B revenue in 2024 came from its top two customers, one of them being Microsoft, which accounted for 62% of total sales  —  CoreWeave, a cloud-computing provider that's one of the hottest startups in artificial intelligence, filed for an initial public offering disclosing rapidly growing revenue.
Craig Barrett / Fortune:
A former CEO and chair of Intel says the company shouldn't be broken up since its foundry unit now has the tech and manufacturing know-how to compete with TSMC  —  Four former Intel board members have written two opinion pieces for Fortune arguing that the only solution to Intel's problems …
Amanda Silberling / TechCrunch:
Creator monetization platform Passes and CEO Lucy Guo are sued for allegedly distributing CSAM; the suit claims Guo intervened to override safety measures  —  Passes, a direct-to-fan monetization platform for creators backed by $40 million in Series A funding, has been sued …
Chance Miller / 9to5Mac:
Tim Cook posts that “this week” there's “something in the AIR”, likely referring to an M4 MacBook Air launch; a new iPad Air is expected around this spring  —  In a new post on social media today, Tim Cook says Apple has a new product launch coming this week.
Sarah Perez / TechCrunch:
Mozilla rewrites Firefox's Terms of Use, after recent changes with overly broad language about user data sparked user backlash  —  After fielding user backlash over its new Terms of Use last week, Firefox browser maker Mozilla has rewritten its policy to address issues around the overly broad language it had previously used.
Zvi Mowshowitz / Don't Worry About the Vase:
GPT-4.5 review: improved verbal intelligence, contextual adaptation, abstract writing, and better taste and aesthetics, but not ideal for reasoning or coding  —  It's happening.  —  The question is, what is the it that is happening?  An impressive progression of intelligence?
More: PlatformerBluesky: @caseynewton
Sahil Patel / The Information:
Sources: YouTube is preparing a Netflix-like redesign of its TV app, with paid content from other streamers like Max and Paramount+ on the homepage  —  It should have been easy.  —  YouTube in late 2022 began including in its app video-streaming services operated by other media companies …
Dong Cao / Bloomberg:
Sources: Didi Autonomous Driving is seeking to raise new funding at a $5B valuation, after raising a $298M Series C led by Guangzhou Automobile in October 2024  —  - Firm in talks with investors including Beijing-based fund  — Unit operates robotaxi services in some major Chinese cities
Amy Stillman / Bloomberg:
Jalisco's governor says Foxconn's $900M Guadalajara plant in Mexico, the largest Nvidia GB200 server assembly site, will be built in a year despite US tariffs  —  - The Taiwanese company is investing nearly $1 billion  — Lemus welcomes Chinese investment in spite of Trump's tariffs
Kif Leswing / CNBC:
Nvidia's shares fell 8.69% over fears about Trump's tariffs and increased scrutiny of GPU shipments that may be in violation of US export controls  —  Nvidia shares fell nearly 9% on Monday after President Donald Trump confirmed that tariffs from Canada and Mexico will go into effect on Tuesday.

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