• Sources: Joshua Kushner's Thrive Capital told its stakeholders that it has invested ~$100M in Shopify, framed as a bet on how AI could lead to gains in commerce (Natasha Mascarenhas/Bloomberg)
• Sources: Microsoft plans to remove most of its Claude Code licenses and push its developers toward GitHub Copilot CLI, after previously pushing Claude Code (Tom Warren/The Verge)
• The Senate Banking Committee advances the Clarity Act, which would make CFTC the primary regulator for most digital assets while SEC oversees digital securities (Bloomberg)
• Sources: 50+ researchers and engineers have left xAI since the SpaceX acquisition via layoffs, firings, and voluntary departures; many have joined Meta and TML (Theo Wayt/The Information)
• Sources: Intel has begun testing production of "low-end/legacy iPhone, iPad, and Mac processors"; Apple thinks TSMC's resources will continue tilting toward AI (@mingchikuo)
• Ford stock jumped as much as 25% in two days after the launch of Ford Energy, a new subsidiary providing battery storage capacity to AI data centers (Christian Davies/Financial Times)
• A look at GameStop's takeover bid for eBay, a bizarre job application by GameStop CEO Ryan Cohen, who does not have the money to buy eBay, to become eBay's CEO (Matt Levine/Bloomberg)
• Cerebras opens at $350, valuing the chipmaker at $100B+, after raising $5.5B by selling 30M shares at $185, the largest US tech IPO since Uber's debut in 2019 (Jordan Novet/CNBC)
• Sources: OpenAI is weighing legal action against Apple after expectations that ChatGPT's Siri integration would generate billions in revenue fell short (Mark Gurman/Bloomberg)
• OpenAI says two employee devices were impacted via a supply chain attack on TanStack but no user data or production systems were compromised (Lorenzo Franceschi-Bicchierai/TechCrunch)
• Ian Crosby's Synthetic, which is building an AI bookkeeper, raised a $10M seed led by Khosla; Crosby founded Bench, which raised $100M+ and imploded in 2024 (Marina Temkin/TechCrunch)
• Anthropic and the Gates Foundation pledge $200M to use AI in health and education initiatives; the foundation signed a similar, $50M deal with OpenAI in January (Jeffrey Dastin/Reuters)
• Razer updates the Blade 18 with an Intel Core Ultra 9 290HX Plus chip, starting at $4000 with an Nvidia RTX 5070 Ti, up $500 from the comparable 2025 model (Antonio G. Di Benedetto/The Verge)
• Wirestock, which says it provides multi-modal data to six of the largest foundation AI labs, raised a $23M Series A, bringing its total funding to $26M (Ivan Mehta/TechCrunch)
• AT&T, T-Mobile, and Verizon sign an "agreement in principle" to form a joint venture that aims to end wireless dead zones in the US, without giving many details (Jess Weatherbed/The Verge)
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| • Amazon hurled its Lord of the Rings MMO back into the fires of Mount Doom
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• The ChatGPT desktop app for Mac just got hit with a security breach
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• AMD will bring its next-generation FSR 4.1 upscaling tech to older GPUs
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