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Techmeme

Sources: US Treasury Secretary Scott Bessent and Fed Chair Jerome Powell warned bank CEOs about Anthropic's Mythos model's risks at an urgent meeting Tuesday (Bloomberg)

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Alibaba led a ~$293M funding round for ShengShu, just two months after the creator of the Vidu AI video generator raised ~$88M (Bloomberg)

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Sources: SpaceX lost just under $5B last year while generating more than $18.5B in revenue; the loss figure includes xAI (Cory Weinberg/The Information)

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Sources: Anthropic is weighing the possibility of designing its own chips, but it has yet to commit to a design or put together a dedicated team for the project (Reuters)

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How Black Forest Labs, a 70-person startup based in Germany, became a top competitor in AI image generation; sources: it recently declined to partner with xAI (Maxwell Zeff/Wired)

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xAI has filed a lawsuit challenging Colorado's landmark AI anti-discrimination law, set to take effect in the summer, saying it violates free speech protections (Financial Times)

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A gap in understanding AI is growing, as casual users cite flaws in old free models while power users point to new models' staggering gains in technical domains (Andrej Karpathy/@karpathy)

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An OpenAI note to investors after Anthropic announced Mythos says OpenAI's early push to increase computing resources gives it a key advantage over Anthropic (Shirin Ghaffary/Bloomberg)

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Internal memo: Meta is pulling top engineers into its new Applied AI Engineering division, as part of a push to improve its models and "compete in the AI race" (Jyoti Mann/The Information)

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An Ohio man is the first convicted under the Take It Down Act after pleading guilty to creating and sharing real and AI-generated explicit images of 10+ victims (Ashley Belanger/Ars Technica)

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EFF says it is leaving X, as "X is no longer where the fight is happening" and an X post now gets less than 3% of the views a tweet got seven years ago (Kenyatta Thomas/Electronic Frontier ...)

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OpenAI launches a $100/month ChatGPT Pro subscription, which offers 5x more Codex usage than Plus; the $200/month Pro plan offers 20x higher limits than Plus (Zac Hall/9to5Mac)

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Google says the Gemini app can now generate interactive 3D models and simulations; users must select the Pro model in the prompt bar (Emma Roth/The Verge)

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Sources: the White House is pushing back on GOP-led AI bills in Nebraska and Tennessee, putting new pressure on GOP state lawmakers who support AI guardrails (Axios)

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Anthropic makes Claude Cowork, previously available as a "research preview", generally available to all paid plans, and adds six features for enterprise use (Zac Hall/9to5Mac)

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Florida's AG launches a probe into OpenAI and ChatGPT, saying its data could fall "into the hands of America's enemies" and citing a mass shooter's ChatGPT use (Juby Babu/Reuters)

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X brings back Voice Notes to X Chat, supporting one-on-one and group conversations via a new voice input icon, as it tests a standalone X Chat spinoff on iOS (Sarah Perez/TechCrunch)

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Visa unveils Intelligent Commerce Connect, a platform that facilitates payments for AI agents across multiple card networks, including those of Visa competitors (Kelly Tyko/Axios)

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Chapter, which uses AI to help seniors enroll in Medicare, raised a $100M Series E, doubling its valuation to $3B and bringing its total funding to $285M (Stephanie Palazzolo/The Information)

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RISC-V chip designer SiFive raised a $400M Series G led by Atreides at a $3.65B valuation; CEO Patrick Little says it is the final funding round before an IPO (Stephen Nellis/Reuters)

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Elorian, which builds visual AI models with better reasoning capabilities for industries like robotics, emerges from stealth with $55M at a $300M valuation (Bloomberg)

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Google and Intel expand their partnership to deploy Xeon chips, including Xeon 6, and co-develop custom Infrastructure Processing Units to improve efficiency (Zaheer Kachwala/Reuters)

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Annual letter: Andy Jassy says AWS' AI revenue has hit a $15B annual run rate as of Q1 and that Amazon's internal chips business is generating $20B+ per year (Todd Bishop/GeekWire)

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Docs: OpenAI expects ads to generate ~$2.4B in 2026 revenue, to quadruple to nearly $11B in 2027, and to hit ~$102B in 2030, or 36% of its total revenue then (Sri Muppidi/The Information)

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In his annual letter, Andy Jassy says Amazon's space-internet service Leo will "launch in mid-2026", after delays; Amazon has FCC approval for 3,236 satellites (Thomas Ricker/The Verge)

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Meta begins removing dozens of Facebook and Instagram ads from lawyers seeking clients who claim to have been harmed by social media while under the age of 18 (Dan Primack/Axios)

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Researchers: attackers have been exploiting a zero-day vulnerability in Adobe Reader since at least December 2025, and some docs contain Russian-language lures (Sergiu Gatlan/BleepingComputer)

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Samsung plans to invest $4B to build a chip packaging plant in Vietnam's Thai Nguyen province to meet rising AI demand; sources say the first phase costs $2B (Bloomberg)

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Spotify is adding toggles to stop video from playing inside the app for both music and podcasts, rolling out worldwide on all platforms and devices (Dominic Preston/The Verge)

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Sources: Alibaba anonymously released AI video model HappyHorse-1.0, which ranks at the top of Artificial Analysis' AI model leaderboard, above Seedance 2.0 (Juro Osawa/The Information)

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Meta commits to spending additional $21B on AI cloud infrastructure from CoreWeave, running from 2027 to 2032, on top of its prior $14.2B deal that ends in 2031 (Jordan Novet/CNBC)

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A survey of 1,500 people aged 14 to 29: hopefulness regarding AI has dropped from 27% to 18% over the past year, and 50% report using GenAI daily or weekly (Callie Holtermann/New York Times)

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Source: OpenAI is finalizing a model with advanced cybersecurity capabilities that it plans to release only to a small set of companies, similar to Anthropic (Sam Sabin/Axios)

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OpenAI pauses Stargate in the UK, citing the high energy costs and regulatory environment; OpenAI announced it in September 2025 alongside Nvidia and Nscale (Mark Bergen/Bloomberg)

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Vinted reports 2025 revenue up 38% YoY to €1.1B, Gross Merchandise Value up 47% YoY to €10.8B, and net profit down 19% YoY to €62M, as it expands in Europe (Andrea Figueras/Wall Street Journal)

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YouTube launches a Shorts feature to let creators generate photorealistic AI avatars using a "live selfie" recording of their face and voice, powered by Veo (Abner Li/9to5Google)

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Tubi becomes the first streamer to launch a native app within ChatGPT, allowing viewers to find movies or shows to watch by using conversational phrases (Lauren Forristal/TechCrunch)

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Yuga Labs settles its 2022 lawsuit against artist Ryder Ripps and Jeremy Cahen over their alleged copycatting of its BAYC NFTs; the terms were not disclosed (CoinDesk)

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As AI transforms white-collar work, executives across sectors say trust, not AI, is the key differentiator where accuracy, accountability, and regulation matter (Financial Times)

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A look at a global scramble to protect submarine cables vulnerable to potential sabotage, as companies develop monitoring tech like distributed acoustic sensing (Mike Cherney/Wall Street Journal)

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TSMC says its most advanced chip packaging tech, CoWoS, is growing at an 80% CAGR as it ramps up capacity; Nvidia has reportedly reserved most of the capacity (Katie Tarasov/CNBC)

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Sources: Arm CEO Rene Haas is in line for an additional role at SoftBank Group to advance Project Izanagi, the Japanese group's AI chip strategy (Financial Times)

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UAE's leading AI company G42 says its data center campus and overseas plans are on track despite regional tensions and Iranian attacks on UAE infrastructure (Bloomberg)

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Memo: UK NHS data chief Ming Tang says Palantir-built Federated Data Platform is delivering "outstanding results", as she pushes deeper rollout of Palantir tech (Chris Smyth/Financial Times)

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A look at Neo, a VC firm that made early bets on startups including Kalshi and Cursor, pushing the value of its first two funds far above industry averages (Yuliya Chernova/Wall Street Journal)

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Poke, an AI agent that lets users automate tasks via text message, raised $10M, on top of a $15M seed in 2025, at a $300M post-money valuation (Sarah Perez/TechCrunch)

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Nava, which develops cloud infrastructure for AI workloads by combining data centers, GPUs, and software tools, raised a $22M Series A led by Greenoaks Capital (Samreen Ahmad/Tech in Asia)

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An analysis of the 200 most-recent tweets on X by 18 big publishers indicates links seem to hurt engagement, after debate arose over X's value for sharing news (Laura Hazard Owen/Nieman Lab)

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John Deere agreed to pay $99M into a fund to settle a 2022 right-to-repair class action lawsuit, and make digital repair tools available to farmers for 10 years (Reuters)

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Sources: Anthropic completes an employee tender offer at a $350B valuation, falling short of the $6B investors wanted, as employees held shares ahead of the IPO (Bloomberg)

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