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A profile of Emil Michael, who made his name as an aggressive dealmaker for Uber, as he takes a leading role in the Pentagon's dispute with Anthropic (Rebecca Torrence/Bloomberg)

German quick grocery delivery startup Flink raised $100M led by Prosus, a source says at a $900M valuation; Flink was reportedly valued at $5B in May 2022 (Christina Kyriasoglou/Bloomberg)

Samsung's consumer device chief TM Roh says it is "open to strategic co-operation" with more AI groups, having recently added Perplexity to its mobile OS (Michael Acton/Financial Times)

Guild.ai, which helps companies develop, deploy, and observe AI agents, raised a $14M seed and $30M Series A, both led by GV, and is now valued at $300M (Chris Metinko/Axios)

Documents show two DOGE employees used ChatGPT to identify National Endowment for the Humanities grants, worth over $100M, to be cut for being related to DEI (Jennifer Schuessler/New York Times)

As cheap, powerful GPS jammers proliferate, a look at some alternatives to GPS, including using supersensitive, quantum-based magnetic sensors (Christopher Mims/Wall Street Journal)

Iran targeting commercial datacenters in the UAE and Bahrain signals a new frontier in asymmetric warfare and raises doubts over the Gulf as a global AI hub (Daniel Boffey/The Guardian)

13h

Leading the Future, a pro-AI PAC backed by Palantir-cofounder Joe Lonsdale, hit pro-regulation Democrat Alex Bores with attack ads over Bores' work for Palantir (Nancy Scola/Politico)

14h

Caitlin Kalinowski, OpenAI's head of hardware and robotics, resigns over concerns about domestic surveillance and autonomous weapons after OpenAI's DOD contract (Sharon Goldman/Fortune)

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Sources: Palmer Luckey's ModRetro, which wants to sell updated versions of 1990s consoles like the Nintendo 64, is in talks to raise funding at a $1B valuation (Financial Times)

17h

China's commerce ministry warns of global chip shortages due to "new conflicts" between Dutch chipmaker Nexperia and its Chinese subsidiary (Eduardo Baptista/Reuters)

18h

Financial figures shared with prospective investors: Anduril expects its revenue to grow 100% in 2026 to ~$4.3B, and its operating loss to rise by ~50% to $1.2B (Cory Weinberg/The Information)

18h

A profile of Simile, which offers "agentic twins" modeled on real people to provide answers for polling and market research for companies like CVS and Gallup (Belle Lin/Wall Street Journal)

19h

Roblox says it paid out $1.5B to game creators in 2025 and the top 1,000 earned $1.3M on average; 50%+ of creators list high school as their highest education (Cecilia D'Anastasio/Bloomberg)

20h

A look at the rivalry between Kalshi CEO Tarek Mansour and Polymarket CEO Shayne Coplan, who have competing visions for how prediction markets should grow (Bobby Allyn/NPR)

Sources: online DTC luxury brand Quince is in talks to raise funding at a $10B+ valuation, up from $4.5B in July; its annualized revenue run rate has hit ~$2B (The Information)

China's smartphone market is seeing one of its widest price hikes as memory chip crunch deepens; Meizu announces it will suspend developing new mobile hardware (Nikkei Asia)

Google's TIG documented 90 zero-day vulnerabilities exploited in 2025, up from 78 in 2024; commercial spyware vendors and China-linked groups led the abuse (Jessica Lyons/The Register)

US investors are pushing Asian fund managers to create special vehicles so they can invest in Asia while avoiding US investment restrictions on Chinese tech (Financial Times)

The US' February jobs report shows the tech sector's post-2022 job losses are now outpacing past downturns in 2008 and 2020 (Business Insider)

Alphabet gives Sundar Pichai a new three-year pay deal worth up to $692M, with stock incentives worth as much as $350M linked to the growth of Waymo and Wing (Stephen Morris/Financial Times)

In a Twitter shareholder trial, former CEO Parag Agrawal and CFO Ned Segal disputed Musk's claims that they lied to him about the percentage of spam accounts (Bloomberg)

A draft guidance from the US GSA tightens rules for civilian AI contracts to require AI companies to allow "any lawful" use by the government of their models (Financial Times)

Sources: Kalshi and Polymarket are each eyeing valuations of ~$20B in fundraising talks; Kalshi was valued at $11B in December and Polymarket at $9B in October (Wall Street Journal)

The Trump administration debuts its cyber strategy, outlining priorities including promoting offense operations, securing AI tech, and streamlining regulations (Tim Starks/CyberScoop)

Sources: the US believes Chinese state-affiliated hackers breached an FBI computer network that holds information related to some domestic surveillance orders (Dustin Volz/Wall Street Journal)

The Pentagon is right in trying to coerce Anthropic as AI may become a superweapon and nation-states must have a monopoly on the use of force (Noah Smith/Noahpinion)

Sources: AI chipmaker Cerebras could raise ~$2B in its IPO as soon as April; it withdrew its previous IPO registration in October, nearly a year after filing (Bloomberg)

IDC: India's PC market had its strongest year on record in 2025, with shipments up 10.2% YoY to 15.9M units; commercial buyers accounted for 52.9% of shipments (Jagmeet Singh/TechCrunch)

How Cursor is evolving through its Composer coding models built on Chinese open models, as coding agents like Claude Code threaten to make code editors obsolete (Forbes)

President Trump signs an EO aimed at fighting cybercrime, directing officials to identify robust tools to combat transnational criminal organizations (Catherine Lucey/Bloomberg)

Sources: Oracle and OpenAI abandoned plans to expand a Stargate Texas data center amid financing disputes; Meta considers leasing the planned expansion site (Bloomberg)

Q&A with Block CEO Jack Dorsey on laying off 40% of the company's workers, wanting Block to "feel like a mini AGI", his take on Elon Musk's X, and more (Steven Levy/Wired)

Anthropic launches Claude Marketplace, letting companies buy third-party software using some of their committed annual spending on Anthropic's services (Shirin Ghaffary/Bloomberg)

Nintendo of America sues the US government, seeking a refund with interest for tariffs that the company says Trump implemented in "unlawful" EOs (Nicole Carpenter/Aftermath)

Interview with Pentagon AI head Emil Michael on his view that Anthropic leaked negotiations to the press to win anti-Trump users, dealing with Amodei, and more (Pirate Wires)

OpenAI rolls out Codex Security, an AI agent that evolved from its research project Aardvark to automate vulnerability discovery, validation, and remediation (Sam Sabin/Axios)

Google and Amazon join Microsoft in saying they will keep working with Anthropic on non-defense projects after DOD designated Anthropic a supply chain risk (Jennifer Elias/CNBC)

Marvell stock jumps 20%+ after the chip company reported Q4 revenue up 22% YoY to $2.2B and issued strong guidance citing growing AI demand (Lola Murti/CNBC)

How prediction markets Kalshi and Polymarket are aggressively targeting college students through fraternity partnerships and student influencers (Wall Street Journal)

Pentagon names ex-DOGE employee Gavin Kliger as Chief Data Officer to lead its AI efforts; Kliger previously reposted white supremacist Nick Fuentes' content (Alexandra Alper/Reuters)

Source: the 2024 cyber-attack by the Scattered Spider group on Transport For London resulted in the theft of personal data of ~10M people (Joe Tidy/BBC)

OpenAI says it is delaying the launch of ChatGPT Adult Mode, originally planned for Q1, to focus on higher priorities, like gains in intelligence (Alex Heath/Sources)

Robinhood debuts its $658.4M venture fund on the NYSE, pricing the IPO at $25 per share, offering retail investors access to private companies like Databricks (Manya Saini/Reuters)

Hayden AI, which raised $180M for its traffic management system, sues its ex-CEO Chris Carson Jr. for allegedly using its data to start a competitor and more (William Hicks/San Francisco Business ...)

Mozilla says Claude Opus 4.6 found 100+ bugs in Firefox in two weeks in January, 14 of them high-severity, more than the bugs typically reported in two months (Robert McMillan/Wall Street Journal)

Sources: SoftBank is seeking a bridge loan of up to $40B, its largest-ever borrowing denominated solely in dollars, to help finance its investment in OpenAI (Bloomberg)

Indonesia says it will ban "high-risk" platforms, including YouTube, TikTok, Facebook, Instagram, Threads, X, and Roblox, for children under 16 from March 28 (Associated Press)

US regulators say banks don't need to hold extra capital against losses when dealing with blockchain-based securities, calling their rules "technology neutral" (Reuters)

Microsoft says it will keep Anthropic's AI tools embedded in its client products, after its lawyers concluded the DOD's designation is only for defense projects (Jordan Novet/CNBC)