Texas Instruments stock rose 19% on Thursday, its best day since 2000, after upbeat Q2 guidance driven by high demand for analog chips used in AI data centers (Katie Tarasov/CNBC)
Featured Podcasts Lenny’s Podcast: How Anthropic’s product team moves faster than anyone else | Cat Wu (Head of Product, Claude Code) Interviews with world-class product
OpenAI rolls out Chronicle, which builds memories from screen captures to make Codex more aware of context, as a research preview for Pro subscribers on macOS (Zac Hall/9to5Mac)
Zac Hall / 9to5Mac: OpenAI rolls out Chronicle, which builds memories from screen captures to make Codex more aware of context, as a research preview
A deep dive into Dwarkesh Patel’s interview with Jensen Huang, including Huang’s takes on Nvidia’s moat and chip sales to China, and reactions to the interview (Zvi Mowshowitz/Don’t Worry About the Vase)
Featured Podcasts Big Technology Podcast: Jensen On The Ropes, Sam Altman’s Conflicts, Allbirds’ GPU Pivot The Big Technology Podcast takes you behind the scenes in
The FCC grants Netgear a conditional approval to import its future consumer routers, cable modems, and cable gateways into the US through October 1, 2027 (Sean Hollister/The Verge)
Featured Podcasts Cheeky Pint: The world of voice AI, with Mati Staniszewski of ElevenLabs Stripe cofounder John Collison interviews founders, builders, and leaders over a
Anthropic met with Christian leaders in March to seek input on Claude’s moral and spiritual development and if it could be considered a “child of God” (Washington Post)
Featured Podcasts Big Technology Podcast: Anthropic’s Mythos Dilemma, Violence Against AI, Tokenmaxxing at Meta The Big Technology Podcast takes you behind the scenes in the
CFO Sarah Friar says OpenAI will “for sure” reserve shares for retail investors in its IPO, after “strong demand” from individuals in its latest funding round (CNBC)
Featured Podcasts Big Technology Podcast: OpenAI vs. Anthropic’s Direct Faceoff + Future of Agents — With Aaron Levie The Big Technology Podcast takes you behind
Medvi, glorified by the NYT as a two-employee startup with $1B+ in revenue, is a warning about how AI can be misused for shady business and marketing practices (Gary Marcus/Marcus on AI)
Featured Podcasts Lenny’s Podcast: Anthropic’s $1B to $19B growth run: how Claude became the fastest-growing AI product in history | Amol Avasare Interviews with world-class
Sources: SpaceX is floating a $2T+ valuation to prospective investors in its IPO; SpaceX's acquisition of xAI reportedly valued the combined company at $1.25T (Bloomberg)
Bloomberg: Sources: SpaceX is floating a $2T+ valuation to prospective investors in its IPO; SpaceX’s acquisition of xAI reportedly valued the combined company at $1.25T
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)
Featured Podcasts Hard Fork: The Ezra Klein Show: How Fast Will A.I. Agents Rip Through the Economy? The future is already here. Each week, journalists
