Welcome, Weekenders! In this newsletter:âą The Big Read: Inside ZaiNar, the secretive startup hoping to power the physical AI era ⹠Policy: Meet the Trump official who wants to deliver a win to prediction markets ⹠Plus, Recommendationsâour weekly pop culture picks: âExpanse: The Nannup Four,â âThe Infinity Machineâ and âBeefâWatching the Elon Musk versus OpenAI trial from inside the courtroom gave me a front-row seat to the AI boomâs... Read more âș
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Microsoft will start selling a new subscription bundle for businesses that combines its Office 365 software with its Copilot AI chatbot for the first time starting in May, the company said Monday. The launch reflects Microsoftâs effort to use AI products to wring more revenue out of its existing ... Read more âș
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Anthropicâs lawyers probably spent the weekend preparing a lawsuit the company said it would file against the Department of Defense for designating the Claude AI maker as a âsupply chain riskâ and cutting off commercial ties to âprotect national security.â The designation followed Anthropicâs request for special assurances its tech wouldnât be used for fully autonomous weapons and mass domestic surveillance. (Read a full account of the affair here.)The Anthropic... Read more âș
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OpenAI is likely at least six months away from going public, and possibly longer. But as the company takes steps toward an initial public offering, investment banks trying to get a piece of the business are contacting public market investors to gauge how theyâre thinking about OpenAIâs prospects as a public company, said one person who has been on the receiving end of the outreach. The mood is mixed. Investors... Read more âș
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The U.S. government is working on rules that would require American approval for all exports of AI chips, and on the conditions of stringent security promises and âmatchingâ investments in American AI infrastructure, Bloomberg reported. The move would give Washington extensive control over how ... Read more âș
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Alphabet CEO Sundar Pichai is close to achieving billionaire status, thanks to his generous stock compensationâand heâs only likely to get richer. Alphabet revealed in a securities filing late Friday that it had awarded him several new grants of stock, to vest over the next three years, which could potentially be worth nearly $700 million. We say âpotentiallyâ because heâll only get that much stock if Alphabet shares outperform most... Read more âș
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The war in Iran is complicating plans by Gulf nations to spend more than $300 billion on data centers, chips and other AI investments, crimping a potential source of funding for power-hungry tech companies. Countries such as the UAEÂ and Saudi Arabia have become big destinations for data centers. Local firms are developing the projects, along with U.S. companies such as xAI, OpenAI, Microsoft, Amazon, Oracle and Google, which are... Read more âș
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Kalshi was sued by users for failing to pay $54 million to people who bet that Iranian Supreme Leader Ayatollah Ali Khamenei would leave office before March 1, after he was killed during the U.S. and Israeli airstrikes last month. After Khameneiâs death, Kalshi said it couldnât pay out any ... Read more âș
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OpenAIâs robotics chief said Saturday that she was leaving OpenAI over its negotiations with the Department of Defense. âSurveillance of Americans without judicial oversight and lethal autonomy without human authorization are lines that deserved more deliberation than they got,â Caitlin ... Read more âș
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Welcome, Weekenders! In this newsletter:âą The Big Read: Inside Anne Wojcickiâs plan to revive 23andMeâą News Analysis: The week Anthropic went to war with OpenAI and the Pentagonâą The Information Events: Tennis enters the analytics era at our Indian Wells retreatâą Plus, Recommendationsâour weekly pop culture picks: âData,â âA Scandal in Königsbergâ and âParadiseâNo one in tech has ever gotten very far by running around talking about what they canât... Read more âș
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Alphabet granted CEO Sundar Pichai new stock awards with a potential value of $686 million, the company said in a securities filing on Friday, citing his âstrong performanceâ in the top job. It was the largest series of grants Pichai has received since he became CEO of Google in 2015. The ... Read more âș
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As the action unfolded at the BNP Paribas Open this week, The Information gathered dozens of tech and finance leaders for two days of tennis and tech conversations on the sidelines of the conference in Indian Wells, Calif., near Palm Springs. Read more âș
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There are fierce battles over principles, and then there are grudge matches. In recent days, Anthropic has engaged in an extraordinary mix of both. For over a week, the AI startup and its CEO, Dario Amodei, have been locked in an intense struggle with the Pentagon over Anthropicâs refusal to let the military use its technology for domestic surveillance and to control autonomous weapons systems. The Pentagon on Wednesday took... Read more âș
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SoftBank Group is working with four banks including JPMorgan Chase on a $40 billion loan to help fund its new investment in OpenAI, Bloomberg reported. The bridge loan would have a one-year tenor and be the largest U.S. dollar-denominated loan the Japanese company has ever taken out, Bloomberg ... Read more âș
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Oracle and OpenAI will not expand their data center footprint at their Abilene, Texas campus beyond the initial 1.2 gigawatts, at a site being developed by startup Crusoe, according to people with direct knowledge of the situation. Oracle has leased eight buildings in Abilene for OpenAI, with ... Read more âș
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Top technology banker Niall Cannon is leaving Citi to join Morgan Stanley as a senior investment banker focusing on software, according to people familiar with the matter. Cannon was most recently a vice chairman of Citiâs global technology investment banking and also served as its global ... Read more âș
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Microsoft will keep selling Anthropic modelsâand other products powered by its modelsâto most customers after the Pentagon said it was designating Anthropic a supply chain risk, Microsoft said late Thursday. The software-and-cloud giant said its lawyers determined that the Pentagonâs designation ... Read more âș
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When Anne Wojcicki was considering whether she should try to save her lifeâs work, genetic testing pioneer 23andMe, from bankruptcy last year, many within her inner circle offered the same advice. âThere was no shortage of people who would come to me and say, âYou can walk away: Itâs fine,ââ she recalled last month, seated on a sunny patio at 23andMeâs Palo Alto, Calif., headquarters, speaking at length about the... Read more âș
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Online retailer Quince is in talks with investors to raise a funding round that would value the company at above $10 billion after the investment, according to a person with knowledge of the plans. If the talks are successful, the buzzy online brand would more than double its valuation from its last funding round. The fundraise follows continued rapid growth at the eight-year-old company, thanks to heavy promotion on Instagram... Read more âș
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Anthropic CEO Dario Amodei on Thursday apologized for writing a memo to staff in which he said the Trump administration didnât like Anthropic in part because the company hadnât âgiven dictator-style praise to Trump.â Amodei said he apologized for âthe tone of the post,â adding: âIt does not ... Read more âș
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Iâve spent the last week talking to people who are in town for Morgan Stanleyâs annual technology, media and telecom conference at the Palace Hotel this week. Even before the fireworks last week between the Pentagon and Anthropic, the gathering was sure to be buzzy, given the lineup of richly valued private startupsâincluding OpenAI and Anthropicâand the havoc their growth has been wreaking on software stocks.Indeed, conference goers were so... Read more âș
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07.05.2026 04:25
Last update: 04:15 EDT.
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