• Sources: OpenAI's first device will be a moveable, screen-free smart speaker with a camera and sensors, meant to serve as a humanlike AI companion (Mark Gurman/Bloomberg)
• Sources: DeepSeek has started planning for an IPO in China and may file as soon as this year, allowing it to debut in 2027 (Lulu Yilun Chen/Bloomberg)
• Anthropic faces ridicule and criticism for an ad titled "There's hope in hard questions" that unsettled viewers with weird graveyard imagery and doomer-ist tone (Lucas Ropek/TechCrunch)
• OpenAI says it is "not aware of any evidence" that Apple's lawsuit alleging trade-secret theft has merit, adding that it believes in fair competition (Mark Gurman/Bloomberg)
• Adapter, which offers an infrastructure layer to help users leverage and control data for use by AI agents and apps, emerges from stealth with $17.8M in funding (Alex Konrad/Upstarts Media)
• Overtone, a "voice- and audio-forward" dating service founded by Hinge creator Justin McLeod that uses AI to make "highly curated introductions", raised $18M (Amanda Silberling/TechCrunch)
• A US judge dismisses a proposed class action accusing Apple of failing to stop the dissemination of CSAM through iCloud, saying Section 230 shields the company (Diana Novak Jones/Reuters)
• PrismML launches Bonsai 27B, a model based on Qwen3.6 27B that it says runs natively on Apple devices via MLX; its CEO says Apple is evaluating the tech (MacKenzie Sigalos/CNBC)
• A look at Founders Fund-backed State Affairs, which raised $70M and uses AI trained on reporting by its 76 staffers to power a Bloomberg Terminal-like product (Washington Post)
• TerraFirma, a construction tech company founded by two former SpaceX engineers to build remote-controlled construction equipment, raised $115M (Samantha Subin/CNBC)
• Sources: Uber is in advanced talks to acquire Delivery Hero in a deal valuing the German food-delivery company well above its recent market value of €11.2B (Bloomberg)
• Google Images launches a Pinterest-like redesign with a browsable, dynamic gallery of images, and adds a way for users to create AI images in Search (Aisha Malik/TechCrunch)
• The European Commission proposes exempting wearable tech from rules requiring removable batteries, clearing a hurdle for Meta's smart glasses, after US pressure (Politico)
• Anthropic announces a new Claude for Teachers initiative, as part of which it will provide K-12 teachers in the US free access to premium Claude features (Zac Hall/9to5Mac)
• Sources: data center operator Switch has hired investment banks for a US IPO that could raise up to $10B and value it at $80B, set for as soon as Q4 (Reuters)
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