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Techmeme

OpenAI sends a letter to the California and Delaware AGs, urging them to investigate "anti-competitive behavior" by Elon Musk, ahead of a trial in April (CNBC)

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Filing: Broadcom agrees to produce future versions of Google's TPUs and expands its Anthropic deal to give the startup access to ~3.5 GW of computing capacity (Jordan Novet/CNBC)

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Anthropic signs an agreement with Google and Broadcom for multiple GWs of TPU capacity, and says run-rate revenue has crossed $30B, up from ~$9B at 2025's end (Anthropic)

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The rapid adoption of AI coding tools has let workers generate massive volumes of code, leaving companies scrambling to review and secure the AI-generated code (New York Times)

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Sources: OpenAI, Anthropic, and Google are sharing information via the Frontier Model Forum to detect adversarial distillation attempts that violate their ToS (Bloomberg)

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Australian AI infrastructure startup Firmus raised $505M led by Coatue at a $5.5B valuation, bringing its funding raised in the last six months to $1.35B (Ian King/Bloomberg)

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A look at Eko, whose Arkansas "capture factory" creates digital product catalogs intended to serve as training data for retail-focused AI models (Sarah Nassauer/Wall Street Journal)

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How social media became a freak show: X punishes external links and most top accounts, such as Catturd, are very low-quality but get more engagement than NYT (Nate Silver/Silver Bulletin)

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A federal appeals court rules New Jersey cannot block Kalshi users in the state from sports-related event contracts, finding CFTC has exclusive jurisdiction (Nate Raymond/Reuters)

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Sources: Meta is preparing to release the first AI models developed under Alexandr Wang, with plans to offer versions of those models via an open source license (Ina Fried/Axios)

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Netflix launches Netflix Playground, a games app for kids aged eight and under, in the US, UK, Canada, Australia, the Philippines, and New Zealand (Andrew Webster/The Verge)

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Source: Binance Chief Compliance Officer Noah Perlman is looking to leave in 2026 or 2027; other senior compliance staff have departed over the past few months (Olga Kharif/Bloomberg)

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OpenAI buying TBPN makes little sense, par for the course for a company that, like Twitter, stumbled into a big market and may never build a functional business (Ben Thompson/Stratechery)

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