Oracle Lays Off Thousands of Employees
Oracle has been operating less efficiently than peers, with its revenue per employee sat at $354,000 for its most recent fiscal year.
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Anthropic’s Coding Agent Source Code Exposed in Leak
In a statement, an Anthropic spokesperson said the leak was “caused by human error, not a security breach” and that no sensitive customer data was exposed.
Activist Investor Calls on Snap to Make “Meaningful Changes”
Public shareholders have no voting rights in Snap, which means the activist has no way to exert any influence.
Chinese AI Firm Zhipu’s 2025 Revenue Jumps 132%
The Beijing-based company is tapping into robust AI coding demand to sell its models to developers overseas.
Fashion Brand Firm to Buy Allbirds for $39 Million
The sale is an ignominous end to the once-trendy venture-backed shoe firm that went public in 2021 with a valuation as high as $4 billion.
Amazon’s Starlink Rival to Offer Wifi on 500 Delta Air Lines Planes
Delta is already a large Amazon Web Services customer and is open to other deals with Amazon in the future, such as adding Amazon entertainment content to seatback screens, an executive said.
U.K. Launches Antitrust Probe of Microsoft’s Cloud and Software Bundling
Both Microsoft and Amazon also agreed to make it less onerous for U.K. customers to switch from one cloud provider to another.
Alibaba’s New Multimodal AI Model is Not Open-Source
The decision to offer Qwen3.5-Omni as a proprietary model signals a potential shift away from a strategy that centers on open-source models.
DeepSeek’s Chatbot Goes Dark for Over 10 Hours
The outage has fueled speculation that DeepSeek may be quietly preparing a new model, though the company hasn’t said anything.
Space Data Center Startup Starcloud Raises $170 Million
A startup developing solar-powered data centers in space said Monday it has raised a round co-led by Benchmark and EQT Ventures that valued the company at $1.1 billion.
Apple Kicks Out Vibe Coding App
The action comes as part of Apple’s broader crackdown on vibe coding apps
DOJ Reportedly Probing Insider Trading on Prediction Markets
Federal prosecutors in Manhattan met with representatives of Polymarket, CNN reports.
Apple Temporarily Launches AI Software in China
Apple requires regulatory approval to launch service
Microsoft Debuts New Copilot Upgrades Combining Anthropic, OpenAI Models
The upgrades come as Microsoft aims to convince more businesses to pay for Copilot.
Nasdaq Rule Change Would Speed Index Entry for SpaceX IPO
Nasdaq-listed companies will be able to join the index after 15 days of trading, down from three months currently.
Chinese Humanoid Maker Agibot Rolls Out 10,000th Mass-Produced Unit
China’s robotics sector is ramping up its mass production of humanoids by taking advantage of the country’s vast supply chain and global demand.
Midjourney Revenue Now ‘Significantly’ Above $200 Million
The startup may finally need venture capital to move further into hardware.
Physical Intelligence Said to Discuss $11 Billion Valuation
Robotics startup Physical Intelligence is in talks to raise roughly $1 billion in a round that would value it at over $11 billion including the investment.
Google Reportedly in Talks to Finance Multibillion-dollar Data Center for Anthropic
Google has invested more than $3 billion in Anthropic, and is a major cloud provider for the company.
Weekday mornings
The Information AM by The Information Staff
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