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  • Wed Jan 28

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 (Sharon Goldman/Fortune)

34m
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Source: the DOD appears to have accepted OpenAI's safety red lines, which were similar to Anthropic's, to deploy OpenAI's tech in classified settings (Maria Curi/Axios)

1h
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Sources: crypto investment firm Paradigm is looking to raise up to $1.5B for a new fund to expand into AI, robotics, and other forms of frontier tech (Yuliya Chernova/Wall Street Journal)

1h
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A federal judge issues a preliminary injunction blocking Virginia from enforcing a new law restricting children's social media use, on First Amendment grounds (Jonathan Stempel/Reuters)

1h
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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 (Dina Bass/Bloomberg)

2h
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Defense Secretary Pete Hegseth directs the DOD to designate Anthropic as a supply chain risk, barring military contractors from doing business with the company (@secwar)

2h
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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 (Alex Weprin/The Hollywood Reporter)

3h
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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 (Axios)

4h
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Sources: SpaceX weighs filing confidentially for an IPO as soon as March, targeting a June listing that could raise up to $50B at a $1.75T valuation (Bloomberg)

4h
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In a newly released deposition in Elon Musk's case against OpenAI, Musk attacked OpenAI's safety record, saying nobody "committed suicide because of Grok" (Sarah Perez/TechCrunch)

5h
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As part of the Amazon-OpenAI deal, the companies plan a "stateful runtime environment" for AWS, letting agents carry context forward to handle ongoing projects (Ina Fried/Axios)

5h
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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 (Om Malik/On my Om)

5h
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OpenAI fired an employee for insider trading on prediction markets like Polymarket; Unusual Whales has flagged 77 suspected insider trades around OpenAI events (Kate Knibbs/Wired)

5h
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Source: OpenAI expects to raise an additional $10B from financial investors by the end of March 2026, bringing its post-investment valuation to $850B (Stephanie Palazzolo/The Information)

5h
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Two coalitions of workers, including employees of Amazon, Google, Microsoft, and OpenAI, ask their companies to join Anthropic in refusing DOD's demands (Bloomberg)

6h
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Court docs from a New Mexico trial reveal internal divisions at Meta as Instagram teen safety initiatives conflicted with growth and engagement goals (The Atlantic)

6h
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Suno CEO and co-founder Mikey Shulman says the AI music company hit 2M paid subscribers and $300M ARR; pitch deck: it had 1M paid subscribers in November 2025 (Kristin Robinson/Billboard)

7h
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India-based Ultrahuman launches the $479 Ring Pro, available for pre-order globally, excluding the US, after the ITC ruled in favor of Oura in a patent dispute (Jagmeet Singh/TechCrunch)

8h
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Flux, which offers an AI-powered platform to design PCBs for electronic devices, raised $37M, including a $27M Series B led by 8VC and a $10M Series A (Allie Garfinkle/Fortune)

8h
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TMTG says it is in talks to spin off Truth Social into a public company, following the close of its previously announced merger with nuclear fusion startup TAE (Christine Wang/Axios)

8h
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TikTok returns to Albania after a year-long ban, ostensibly linked to the death of a teenage boy, expired; Albania says TikTok has tightened safety measures (Reuters)

9h
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Deepinder Goyal, who stepped down as Zomato's CEO, raised $54M at a $190M valuation for Temple, which aims to make high-performance wearables for elite athletes (Jagmeet Singh/TechCrunch)

9h
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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 (OpenAI)

9h
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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" (Axios)

9h
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Sources: multiple federal agencies raised concerns about Grok's safety and reliability in recent months, before DOD approved Grok for use in classified settings (Wall Street Journal)

10h
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Amazon will invest $15B in OpenAI initially, followed by $35B if certain conditions are met; OpenAI commits to consuming ~2 GW of Trainium capacity through AWS (About Amazon)

10h
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Note to staff: Sam Altman says OpenAI seeks a DOD deal, except for use cases like domestic surveillance, and wants to "help de-escalate" DOD-Anthropic fight (Keach Hagey/Wall Street Journal)

10h
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OpenAI raised $110B at a $730B pre-money valuation, up from $500B in a secondary financing in Oct.; Amazon invested $50B, Nvidia and SoftBank invested $30B each (CNBC)

11h
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Sources detail how the standoff between the Pentagon and Anthropic escalated after discussions about using Claude during hypothetical nuclear missile attacks (Washington Post)

11h
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Tether says it has frozen $4.2B of its crypto token over links to "illicit activity", including $3.5B since 2023 and $61M linked to pig-butchering scams (Elizabeth Howcroft/Reuters)

12h
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French e-commerce marketplace ManoMano notifies its customers of a data breach affecting 38M; the company said the incident involved a third party subcontractor (Bill Toulas/BleepingComputer)

13h
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Equinix and Canada Pension Plan Investment Board agree to acquire atNorth Holding, a pan-Nordic data center operator, valuing atNorth at $4B including debt (Bloomberg)

13h
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South Korea approves Google's request to export detailed geographic data overseas, reversing a longstanding policy that made Google Maps largely nonfunctional (John Yoon/New York Times)

14h
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Plaid allowed employees to sell some of their shares at an $8B valuation, up 31% from the $6.1B valuation in April 2025 and 40% below its $13.4B peak in 2021 (Marina Temkin/TechCrunch)

14h
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Security researchers detail AirSnitch, a series of attacks that bypass Wi-Fi client isolation, enabling machine-in-the-middle attacks in modern Wi-Fi networks (Dan Goodin/Ars Technica)

17h
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California DMV records show Tesla has logged zero autonomous test miles on the state's roads since 2019, despite Musk's claims of an imminent CA robotaxi launch (Chris Kirkham/Reuters)

18h
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Sources: Jeff Bezos' Project Prometheus is raising tens of billions to buy companies hit by AI; it was valued at ~$30B in November 2025 when it raised $6.2B (Financial Times)

19h
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Sources: DOD was in talks with leading AI companies about building AI tools to automate reconnaissance of China's power grids, utilities, and sensitive networks (Financial Times)

19h
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The Japanese government plans to invest ~$1.6B in Rapidus over the next two fiscal years to help it mass-produce 2nm logic chips and potentially challenge TSMC (Bloomberg)

20h
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Letter: 100+ Google DeepMind and other AI employees urge Jeff Dean to block US military deals that use Gemini for mass surveillance or autonomous weapons (Tripp Mickle/New York Times)

21h
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CISA's interim director Madhu Gottumukkala is reassigned as DHS' director of strategic implementation; executive assistant director Nick Andersen will take over (Luke Barr/ABC News)

21h
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xAI co-founder Toby Pohlen is leaving the company, the seventh of 12 xAI co-founders to depart; Elon Musk put Pohlen in charge of Macrohard earlier this month (Tamsin McMahon/Bloomberg)

21h
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OpenAI says it will overhaul safety protocols and establish direct contact with Canadian police, after not alerting authorities about the Tumbler Ridge suspect (Mickey Djuric/Politico)

22h
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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 (Matteo Wong/The Atlantic)

22h
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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 (Business Insider)

23h
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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 (Anthropic)

23h
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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 (Reuters)

1d
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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 (Reuters)

1d
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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 (Kelly Cloonan/Wall Street Journal)

1d
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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 (The Information)

1d
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Entries updated Feb 27, 2026 03:11:37 PM PST

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