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Israeli authorities charge a reservist and a civilian for allegedly using classified information to bet on military operations on Polymarket (Financial Times)

Nvidia launches a native GeForce Now app on select Amazon Fire TV sticks, offering up to 1080p and 60 fps gaming; Fire TV users previously had to sideload it (Kris Holt/Engadget)

Q&A with Stratechery's Ben Thompson on aggregation theory, AI, TikTok, ByteDance, AI agentic commerce, SaaS stocks, running Stratechery, TSMC, Stripe, and more (John Collison/Cheeky Pint)

Simile, which uses AI to help companies predict human behavior, including guessing items customers might buy, raised $100M led by Index and emerges from stealth (Edward Ludlow/Bloomberg)

Crypto transaction volume linked to suspected human trafficking, largely based in Southeast Asia, hit hundreds of millions of dollars in 2025, up 85% YoY (Chainalysis)

A profile of Applied Intuition, which makes self-driving simulation software and reported $800M in 2025 revenue and 80% gross margins, as it expands beyond cars (Iain Martin/Forbes)

Anthropic donates $20M to Public First, a super PAC pushing for AI guardrails and transparency in opposition to OpenAI-backed PACs, ahead of the US midterms (Theodore Schleifer/New York Times)

Google's TIG says Gemini has been inundated by "commercially motivated" actors who are trying to clone it, including one campaign that prompted it 100K+ times (Kevin Collier/NBC News)

Alibaba says Qwen generated 120M+ in orders from Chinese users over the past six days, ahead of the Lunar New Year; Alibaba is giving a ~$3.60 shopping voucher (Juro Osawa/The Information)

Waymo co-CEO Tekedra Mawakana expects the company to hit 1M+ paid weekly robotaxi rides in the US by the end of 2026, up from ~400K per week in six cities now (Edward Ludlow/Bloomberg)

Internal messages: Amazon steers teams to use its in-house AI coding assistant Kiro for production, prompting criticism as ~1,500 employees push for Claude Code (Eugene Kim/Business Insider)

xAI all-hands: Nikita Bier says X hit $1B in ARR from selling $3- to $40-per-month subscriptions, but offered no details on ad revenue or other xAI financials (Theo Wayt/The Information)

AI tools like Opus 4.6 actually do make engineers 10x more productive and are addictive, but the "AI Vampire" effect is causing widespread developer burnout (Steve Yegge)

Dutch payments company Adyen reports H2 2025 net revenue up 17% YoY to €1.27B and forecasts 2026 net revenue growth at 20%-22%, vs 22.8% est.; ADYEN falls 15%+ (Kai Nicol-Schwarz/CNBC)

Samsung says it sent the first commercial HBM4 shipments to customers; Samsung seeks to supply Nvidia and compete with memory rivals like SK Hynix and Micron (Yoolim Lee/Bloomberg)

Meta's auditor Ernst & Young raised a red flag over the financial engineering Meta used to keep its $27B Hyperion data center project off its balance sheet (Jonathan Weil/Wall Street Journal)

Private equity and private credit groups' big bets on SaaS companies, the biggest area of PE activity in the past decade, risk being derailed by the rise of AI (Financial Times)

SoftBank reports Q3 net profit of $1.6B, below est., and Vision Fund posted a $2.4B gain, after a $4.2B gain in its OpenAI investment helped offset losses (Arjun Kharpal/CNBC)

Sources: some OpenAI executives were surprised by a WSJ report that OpenAI was targeting a Q4 2026 IPO; OpenAI hopes to triple its ~$13B 2025 revenue in 2026 (New York Times)

Some of the biggest VC firms are backing both OpenAI and Anthropic, breaking a taboo by investing in competing startups, as the AI race reshapes venture capital (Bloomberg)

Google unveils WAXAL, a new open speech dataset for 21 African languages to ease speech technology development; African institutions own the dataset (Damilare Dosunmu/Rest of World)

Multiple responses from DeepSeek's namesake chatbot confirm that the startup has expanded the context window of its flagship AI model from 128K tokens to 1M+ (Ben Jiang/South China Morning Post)

Grab agrees to acquire US fintech company Stash Financial in a deal initially valued at $425M and forecasts FY 2026 revenue of $4.04B-$4.1B, below $4.13B est. (Zaheer Kachwala/Reuters)

Hong Kong-listed Zhipu AI surged 30% after releasing GLM-5, an open-source LLM with enhanced coding capabilities and long-running agent tasks (CNBC)

Zhipu AI says it will raise prices by at least 30% for new GLM coding plan subscribers to accommodate surging demand for its AI coding tools (Reuters)

Lenovo reports Q3 revenue up 18% YoY to $22.2B on strong PC sales ahead of expected memory price hikes and rising AI server demand; net income fell 21% to $546M (Bloomberg)

Mustafa Suleyman says Microsoft is pursuing "true self-sufficiency" in AI by building enterprise- and healthcare-focused models and reducing reliance on OpenAI (Melissa Heikkilä/Financial Times)

The US DOJ says Peter Williams, former boss of L3Harris' Trenchant, stole and sold tools that can hack millions of computers worldwide to a Russian broker (Lorenzo Franceschi-Bicchierai/TechCrunch)

The US CBP signs a one-year Clearview AI deal, granting access to its facial recognition tool for "tactical targeting" and "strategic counter-network analysis" (Dell Cameron/Wired)

YC's Garry Tan launches "Garry's List", a nonprofit dedicated to supporting "moderate/pragmatic" political candidates and pro-growth policies in California (Joe Rivano Barros/Mission Local)

Microsoft fixed a vulnerability in Notepad in Windows 11 allowing attackers to execute remote programs by tricking users into clicking malicious Markdown links (Lawrence Abrams/BleepingComputer)

Coinbase rolls out Agentic Wallets, a wallet infrastructure that lets AI agents make autonomous crypto transactions "without human intervention" (Daniel Kuhn/The Block)

Applied Materials reaches a $252M settlement with the US Commerce Department, resolving allegations it illegally shipped chipmaking equipment to SMIC in China (Reuters)

Disney agrees to pay $2.75M to settle California AG Rob Bonta's 2024 lawsuit alleging Disney violated CCPA by failing to honor consumers' data opt-out requests (Alyssa Ray/The Wrap)

US FTC chair urges Tim Cook to review Apple News' terms and curation after a study claimed the app promoted "leftist outlets" and suppressed conservative ones (Michael Acton/Financial Times)

Sources: the Pentagon is pushing OpenAI, Anthropic, and others to make their AI tools available on classified networks without the standard user restrictions (Reuters)

Brandlight, which develops tools that help brands monitor how AI models perceive them, raised a $30M Series A led by Pelion Venture Partners (Chris Metinko/Axios)

Russia removes WhatsApp, Facebook, and Instagram from a Roskomnadzor-run online directory, essentially blocking them in the country without workarounds (Financial Times)

Cisco reports Q2 revenue up 10% YoY to $15.35B, vs. $15.12B est., and forecasts Q3 adjusted EPS only in line with estimates; CSCO drops 7%+ after hours (Jordan Novet/CNBC)

AppLovin reports Q4 revenue up 66% YoY to $1.66B, vs. $1.61B est., and forecasts Q1 revenue and adjusted EBITDA above estimates; APP drops 6%+ after hours (Luke Kawa/Sherwood News)

Robinhood launches a public testnet for Robinhood Chain, an Ethereum Layer 2 network on Arbitrum supporting 24/7 trading, with a broader rollout later in 2026 (CoinDesk)

xAI will be organized into four core areas: Grok's chatbot and voice products, Coding, Imagine, and Macrohard, which will build digital agents to run companies (Carmen Arroyo/Bloomberg)

Elon Musk announces an xAI reorganization that "required parting ways with some people", after two xAI co-founders announced they were leaving this week (Lora Kolodny/CNBC)

Social media addiction trial: Adam Mosseri says social media is not "clinically addictive" and that Meta was careful to test features used by young people (New York Times)

Anthropic says it will upgrade power grid infrastructure, generate new power, and cover consumer price increases to minimize the effects of its data centers (Jared Perlo/NBC News)

EssilorLuxottica says it sold over 7M Meta AI glasses in 2025, up from the 2M that the company sold in 2023 and 2024 combined (Samantha Subin/CNBC)

BlockFills, a crypto liquidity provider and lender to ~2K institutional clients, halts deposits and withdrawals, citing "recent market and financial conditions" (Financial Times)

Anthropic says Claude users on the free plan can now create files, connect to external services, use skills, and more (Will Shanklin/Engadget)

Sources: Apple's Siri upgrade has run into snags recently, possibly pushing some personalized Siri and other features from iOS 26.4 to iOS 26.5, due in May (Mark Gurman/Bloomberg)

OpenAI announced Monday that the US military will get access to ChatGPT via GenAI.mil; sources say the move came after months of deliberation among employees (Reed Albergotti/Semafor)