Leaked January presentation: Coatue estimated that Anthropic would lose $14B in EBITDA on $18B in revenue in 2026 and reach a $1.995T valuation in 2030 (Eric Newcomer/Newcomer)
Eric Newcomer / Newcomer: Leaked January presentation: Coatue estimated that Anthropic would lose $14B in EBITDA on $18B in revenue in 2026 and reach a
Tech stocks suffer their worst week in almost a year, driven by the Iran war and Meta’s legal defeats; Meta fell 11%, Alphabet fell ~9%, and Microsoft fell ~7% (Ari Levy/CNBC)
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Disney ends its partnership with OpenAI, signed in December 2025, in which it pledged to invest $1B and agreed to license some characters to Sora (Todd Spangler/Variety)
Todd Spangler / Variety: Disney ends its partnership with OpenAI, signed in December 2025, in which it pledged to invest $1B and agreed to license
A look at “tokenmaxxing”, a status game where employees at a number of companies compete on leaderboards to show how much AI they’re using (Kevin Roose/New York Times)
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Micron reports Q2 revenue up 196% YoY to $23.9B, vs. $19.7B est., expects 2026 capex to exceed $25B, vs. $22.4B est., and forecasts Q3 revenue above estimates (Dina Bass/Bloomberg)
Dina Bass / Bloomberg: Micron reports Q2 revenue up 196% YoY to $23.9B, vs. $19.7B est., expects 2026 capex to exceed $25B, vs. $22.4B est.,
Scanner, which helps organizations build cloud-native security data lakes for threat hunting, detection, and response, raised a $22M Series A led by Sequoia (Ionut Arghire/SecurityWeek)
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Sources: Meta has paused the Persian Gulf section of its 2Africa subsea cable project as the war in the Middle East freezes activity in the region (Bloomberg)
Bloomberg: Sources: Meta has paused the Persian Gulf section of its 2Africa subsea cable project as the war in the Middle East freezes activity in
More than 30 staffers from OpenAI and Google, including DeepMind chief scientist Jeff Dean, file an amicus brief in support of Anthropic in its fight with DOD (Maxwell Zeff/Wired)
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How Cursor is evolving through its Composer coding models built on Chinese open models, as coding agents like Claude Code threaten to make code editors obsolete (Forbes)
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Google adds a feature to let users with a Pixel 8 and newer connect their device to an external monitor via USB-C for a "desktop-like multi-window experience" (Emma Roth/The Verge)
Emma Roth / The Verge: Google adds a feature to let users with a Pixel 8 and newer connect their device to an external monitor
