Welcome, Weekenders! In this newsletter:• The Big Read: The tech elite are using AI to supercharge their cancer battles • Artificial Intelligence: Should AI and Christianity mix? • Tech Culture: Amid AI backlash, billionaires demand new breed of bodyguard—plus, inside the star-studded Breakthrough Prize gala • Plus, Recommendations—our weekly pop culture picks: “Family Lore,” “The Long Run” and “Scream 7”Let’s get straight to one of the biggest happenings at Google... Read more ›
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Tesla has won approval to sell its driver assistance software in the Netherlands, the country’s vehicle regulator said on Friday, in a key step toward potentially selling the service in the entire European Union. The Netherlands is the first country in the EU to approve the driving software, ... Read more ›
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Cisco Systems is in talks to acquire Astrix Security, a five-year-old Israeli cybersecurity startup that sells software to monitor and secure AI agents, for between $250 million and $350 million, according to people with knowledge of the deal. That would represent at least a 25% premium to the startup’s last valuation of around $200 million, one of the people said. The deal talks come as the popularity of AI agents—AI... Read more ›
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Boris Cherny, the head of Claude Code, almost parted ways with Anthropic for good last summer. Instead, he has helped shape the coding agent into a megahit that has closed the distance with rival OpenAI. Claude Code has supercharged Anthropic’s growth. After rising from $1 billion in December to $2.5 billion in February, Claude Code’s annualized revenue has accelerated in recent weeks, Cherny said, helping propel Anthropic’s revenue on that... Read more ›
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The memory chip market right now is governed by a triumvirate of companies, led by South Korean firm SK Hynix, followed by Samsung, also of South Korea, and U.S. chipmaker Micron. The three stocks soared more than 200% over the last year—and yet they’re still cheap, especially relative to Nvidia’s stock. Investors aren’t giving the companies credit for their stunning growth. SK Hynix and Micron each increased sales nearly 50%... Read more ›
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Federal Reserve Chair Jereme Powell and Treasury Secretary Scott Bessent on Tuesday summoned leaders of the major U.S. banks, including Citigroup, Bank of America and Wells Fargo, to discuss the cybersecurity risks from Anthropic’s new model, Claude Mythos, Bloomberg reported. The gathering ... Read more ›
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Three senior OpenAI executives who helped launch the company’s original Stargate data center initiative have left or are preparing to depart the ChatGPT maker in the coming days, according to several people with direct knowledge of the matter. Peter Hoeschele, an OpenAI executive who played a key role in getting the Stargate effort off the ground, has already left the company, one of the people said. Two others—Shamez Hemani, who... Read more ›
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Peter Hoeschele, an OpenAI executive who helped launch the firm’s Stargate data center initiative, has left the startup, according to a person with direct knowledge. Hoeschele was on the original OpenAI Stargate team, which intended to help OpenAI build and operate its own data centers. However, ... Read more ›
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Anthropic is exploring potentially designing its own chips, according to a report in Reuters, though the effort remains in its early stages. Developing in-house silicon would take significantly longer than striking additional cloud deals to ease its near-term compute constraints. Still, ... Read more ›
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Google has committed to use future generations of Intel’s central processing unit chips for multiple years in its data centers, the companies announced on Thursday. The announcement is a win for Intel, which received a $9 billion investment from the U.S. last fall after its shares dropped more ... Read more ›
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SpaceX lost just under $5 billion last year while generating more than $18.5 billion in revenue, two people familiar with the figures said. The loss figure includes xAI, the Elon Musk-founded artificial intelligence company that SpaceX acquired in February. The net loss, as well as other financial figures that consolidate SpaceX and xAI’s performance, haven’t been previously reported. Read more ›
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Here’s a suggestion for OpenAI’s management: Stop issuing long-range revenue forecasts to investors. While we at The Information love getting our hands on these, as they make for good stories, it’s doubtful they’re doing OpenAI much good. How can anyone take seriously forecasts for revenue reaching as far out as 2030? (OpenAI projects total revenue will reach $284 billion by then, compared with $13 billion last year.) Analyst Jim Chanos... Read more ›
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This year’s HumanX—the second AI conference from the team that puts on Money 20/20 and Shoptalk—had a different vibe than the inaugural event did. The fact that it was held at Moscone Center in San Francisco instead of a posh hotel in Las Vegas was a big part of it.While the location made it easier to attract high-profile speakers, it also meant that many attendees appeared to stop by between... Read more ›
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OpenAI said Thursday it was making several changes to how it bills companies that use its AI coding agent, Codex, due to rising use of the tools. The changes are geared towards matching the amount customers spend more closely with how much they use the products. OpenAI on Thursday announced a ... Read more ›
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Meta Platforms is pulling top engineers from across the company into its new Applied AI Engineering division—whether they like it or not—as part of its aggressive push to step up its competitiveness in the AI model arms race. In an internal memo sent to employees on Wednesday and seen by The ... Read more ›
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Some of the biggest Wall Street fund managers are planning to trek to the southernmost tip of Texas, then about 950 miles to Memphis, Tenn, in two weeks, for exclusive visits to SpaceX facilities ahead of what could be the biggest initial public offering of all time, three people familiar with the matter said. The two-day trip is sure to inspire awe at Starbase, where SpaceX is building the world’s... Read more ›
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Anthropic says that its new AI model, Mythos, is so good at carrying out cyberattacks that the company has decided not to release the full version of the model publicly—instead, it’s only sharing the model with top tech companies so they can start building up their defenses.But in the meantime, existing AI models—which are already publicly available—can autonomously carry out highly sophisticated cyberattacks in minutes, according to new research shared... Read more ›
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Mercor hit over $1 billion in annualized revenue earlier this year, up from a $500 million pace in September 2025, according to a person with direct knowledge of the company’s financials. The growth occurred before a group called Lapsus$ claimed to have hacked Mercor and offered to sell large ... Read more ›
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Semiconductor startup SiFive said it raised $400 million in a funding round that values the firm at $3.6 billion after the investment, as it tries to use its unique central processing unit technology to serve artificial intelligence workloads. SiFive is one of the largest startups focused on an ... Read more ›
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Amazon’s chip business has reached an annual revenue run rate of more than $20 billion, CEO Andy Jassy said on Thursday in his annual shareholder letter, up from the more than $10 billion Jassy disclosed on an analyst call in February. Amazon sells access to standard Graviton CPU chips as ... Read more ›
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Meta Platforms has agreed to spend an additional $21 billion renting artificial intelligence chips from cloud provider CoreWeave from 2027 through 2032, bringing its total potential spending on CoreWeave to $35 billion. The latest commitment is on top of an earlier deal Meta had to spend $14 ... Read more ›
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28.04.2026 04:39
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