Knowledge catalogue
Financial Times: Study: long-shot Polymarket bets on military action, defined as wagers of $2,500+ at odds of <35%, have an average ~52% win rate, above 25% for political bets — High rate of winning w
Jasmine Sun / New York Times: The persistent notion that AI disruption could create a permanent underclass signals how much collateral damage AI companies might tolerate in pursuit of AGI — Most peopl
Dan Mangan / CNBC: The US Senate unanimously passed a rule barring senators from trading on prediction markets like Kalshi and Polymarket, amid rising concern over insider trading — The U.S. Senate on
Reuters: Tim Cook says iPhone sales, which slightly missed Q2 estimates, were held back by chip supply constraints, as “demand was off the charts” — Apple (AAPL.O) on Thursday reported results that be
Reinhardt Krause / Investor's Business Daily: Twilio reports Q1 revenue up 20% YoY to 1.41B, vs. 1.34B est., and forecasts Q2 revenue above estimates; TWLO jumps 17%+ after hours — Twilio (TWLO) stock
Anhata Rooprai / Reuters: Western Digital reports Q3 revenue up 45% YoY to 3.34B, vs. 3.25B est., and forecasts Q4 revenue above estimates; WDC drops 7%+ after hours — Western Digital (WDC.O) forecast
Tim Harford / Financial Times: A working paper uses an LLM to analyze political discourse on X, finding that anger is the dominant emotion expressed by US users, especially those over 65 — There is a
Brock E.W. Turner / Axios: Aidoc, which provides AI medical imaging software to flag incidental findings on CT scans and X-rays, raised a 150M Series E, taking its total funding to 520M — Aidoc, a cli
Alphabet: Alphabet reports Q1 revenue up 22% YoY to 109.9B, vs. 107.2B est., and Google Cloud revenue up 63% to 20B, vs. 18.05B est.; GOOG jumps 6%+ after hours — Alphabet Announces First Quarter 2026
Todd Spangler / Variety: Alphabet reports YouTube's Q1 ad revenue rose 10.7% YoY to 9.88B, vs. 9.99B est., and Google's ad revenue reached 77.25B, up from 66.89B in Q1 2025 — Time spent viewing on You
Annie Palmer / CNBC: Amazon reports Q1 ad revenue up 24% YoY to 17.24B, vs. 16.87B est., and subscription services revenue up 15% to $13.43B — Amazon on Wednesday posted better-than-expected earnings
Quartz: AWS revenue rose 28% YoY in Q1 to 37.6B, vs. 36.64B est., its fastest growth in 15 quarters, as capital expenditure rose to 44.2B, up from 25B in Q1 2025 — AWS revenue rose 28% to 37.6 billion
The Economic Times: Bengaluru-based stock trading platform Sahi raised a 33M Series B led by Accel at a 200M valuation to expand into margin trade funding, commodities, and more — Bengaluru's Sahi, a
Dawn Lim / Bloomberg: Brookfield-backed Compass drops plans to develop 800+ acres in Virginia's 2,100-acre Digital Gateway data center corridor, sources say due to local opposition — Compass Datacente
Isabelle Bousquette / Wall Street Journal: Cash-rich AI startups fuel a boom in Manhattan's commercial real estate market; many offices have more vacant desks than workers, as startups prepare to scal
Bloomberg: Chinese regulators killed the Manus template by blocking Meta's $2B takeover in a 54-character decree, creating an uncertain era for China's growing AI industry — The AI startup Manus, once
Reuters: Cognizant agrees to acquire Astreya, which helps manage data center infrastructure, AI lab environments, and enterprise networks, for ~$600M, set to close in Q2 — Cognizant Technology (CTSH.O
Emily Nicolle / Bloomberg: Crypto payments company MoonPay acquires Israeli crypto security startup Sodot, sources say in a ~$100M all-stock deal, to launch a unit focused on institutions — MoonPay In
Sarah Perez / TechCrunch: Divine, a Vine reboot financed by Jack Dorsey-backed nonprofit “and Other Stuff” and built by an early Twitter employee, debuts with ~500K restored Vine videos — A new projec
Kelly Cloonan / Wall Street Journal: eBay reports Q1 revenue up 19% YoY to 3.09B, vs. 3.04B est., net income up 2% to 512M, GMV up 18% to 22.2B, and forecasts Q2 revenue above estimates — The company
Wen-Yee Lee / Reuters: Filing: TSMC sold its remaining 1.11M Arm shares at 207.65 per share for a total of ~231M this week; TSMC invested ~100M in Arm's 2023 IPO at 51 per share — Taiwan Semiconductor
Macy Meyer / CNET: Google celebrates 20 years of Translate with a new AI pronunciation practice tool for Android users in the US and India; Translate gets 1B+ queries per month — Google's new AI-power
Financial Times: Google has told employees in a memo that it “proudly” works with the US military and will continue to do so, amid opposition from some staff over DOD contracts — The tech giant signed
Sarah Perez / TechCrunch: Google says paid subscriptions reached 350M in Q1, up 25M QoQ, driven by YouTube and Google One, while Gemini Enterprise paid MAUs grew 40% QoQ — Google has added another 25
Patrick Coffee / Wall Street Journal: Hightouch, which uses AI to help marketers create and manage campaigns, raised 150M led by Goldman Sachs and Bain at a 2.75B valuation, up from 1.2B in 2025 — The
Bloomberg: Indonesia sentences eFishery founder Gibran Huzaifah to nine years in prison, concluding a 300M scandal that destroyed one of Southeast Asia's top startups — Indonesia handed eFishery found
Natasha Voase / Bloomberg: Knight Frank: Anthropic, OpenAI, and other AI companies have leased 1M+ square feet of London office space since the start of 2025, or ~7% of available listings — Artificial
Jason Gale / Bloomberg: Mayo Clinic researchers detail an AI system called Redmod that identified pancreatic cancer on routine CT scans an average of 475 days before clinical diagnosis — An artificial
Riley Griffin / Bloomberg: Meta raises its 2026 capex to between 125B and 145B, exceeding analysts' estimates, after previously forecasting 115B to 135B; META drops 6%+ after hours — Meta Shares Plung
Jonathan Vanian / CNBC: Meta reports Reality Labs Q1 revenue of 402M, vs. 488.8M est., and a 4.03B operating loss, vs. 4.82B est.; Reality Labs has $80B+ in losses since late 2020 — As Meta pumps incr
Jonathan Vanian / CNBC: Meta says Q1 family daily active people fell 20M QoQ to 3.56B, vs. 3.62B est., due to internet disruptions in Iran and WhatsApp access restrictions in Russia — Meta shares fell
Emma Roth / The Verge: Microsoft reports Q3 Xbox hardware revenue fell 33% YoY and Xbox content and services revenue, which includes Game Pass, dropped 5% YoY — Xbox hardware revenue took a 33 percent
Jordan Novet / CNBC: Microsoft's Q3 Intelligent Cloud revenue was 34.68B vs. 34.27B est., with Azure and other cloud services surging 40% YoY; Microsoft 365 Copilot has 20M+ seats — Microsoft issued h
Chris Welch / Bloomberg: Motorola unveils its 2026 foldables lineup, including its first book-style model, which costs 1,900; prices for clamshell models have gone up by up to 200 — The company's clam
Angel Au-Yeung / Wall Street Journal: Musk v. Altman: Elon Musk says he was a “fool” for backing OpenAI, accusing Altman and Brockman of manipulating him into donating tens of millions of dollars — Bi
Sofia Chierchio / Forbes: New York-based Actively, which offers AI sales agents for account management, raised a 45M Series B co-led by TCV and First Harmonic at a 250M valuation — Actively AI has rai
Charlotte Trueman / DatacenterDynamics: OpenLight, which designs custom application-specific photonic chips, raised 50M in a Series A extension, after raising 34M in August 2025 — Startup designs cust
Seema Mody / CNBC: Pentagon's Digital and AI Chief Cameron Stanley confirms the DoD is expanding its Google Gemini use, saying “overreliance on one vendor is never a good thing” — Pentagon AI chief Ca
Dominic-Madori Davis / TechCrunch: Pursuit, which uses AI to scan public data to help companies find and win government contracts, raised a $22M seed led by OpenGov co-founder Mike Rosengarten — Mike
Ian King / Bloomberg: Qualcomm reports Q2 revenue down 3% YoY to $10.6B and says a top hyperscaler is on track to begin using its chips later this year; QCOM jumps 12%+ after hours — Qualcomm Inc. ral
Todd Gillespie / Bloomberg: Rogo, which uses AI to help lighten junior bankers' workloads, raised a 160M Series D led by Kleiner Perkins at a 2B valuation, up from $750M in January — Rogo, started by
Bloomberg: Samsung's Lee family dynasty reached a combined ~45.5B net worth in March, up from ~20.1B in 2025, amid the AI boom; they are now Asia's third-richest family — When Lee Kun-hee, the patriar
Tim Fernholz / TechCrunch: Scout AI, which is building an AI model to operate and command military assets like autonomous ATVs, raised a $100M Series A co-led by Align and Draper — At a U.S. military
Clare Duffy / CNN: Seven families of victims in the Tumbler Ridge shooting in Canada sue OpenAI, accusing it of failing to warn authorities about the suspect's ChatGPT activity — Seven families of vic
Financial Times: Source: China's leverage against Meta in the Manus deal could include that 10%+ of its revenue is from Chinese ads and Goertek in Meta AI glasses' supply chain — National Development
Bloomberg: Sources: Anthropic has begun weighing a new funding round at a 900B+ valuation, after previously resisting investor proposals at an 800B+ valuation — Anthropic PBC has begun weighing a fres
Mark Gurman / Bloomberg: Sources: Apple plans a new Siri camera mode in iOS 27 by moving Visual Intelligence, currently tied to the Camera Control button, into the camera app — Apple Inc. is planning
Nikkei Asia: Sources: Apple tells suppliers it will maintain its current production share in India rather than expand, after local sites struggled without China-based teams — PALO ALTO, California/TAI
Bloomberg: Sources: China suspends issuing new Level 4 autonomous vehicle licenses, after over 100 of Baidu's Apollo Go robotaxis disrupted traffic in Wuhan last month — China has suspended issuing ne
Financial Times: Sources: OpenAI has, in practice, abandoned its Stargate JV in favor of large bilateral deals; execs say its guiding principle remains to “build more compute” — Chief executive Sam Al
Axios: Sources: the White House is developing rules for government agencies to get around Anthropic's supply chain risk designation and onboard new models like Mythos — - One source described the Whit
Reuters: SpaceX IPO filing: Elon Musk can only be removed as CEO via a vote by holders of Class B super-voting shares, which he will control post-IPO, a rare provision — SpaceX is telling investors th
Gian Volpicelli / Bloomberg: The European Commission issues preliminary DSA findings against Meta, saying Instagram and Facebook fail to prevent under-13 users from accessing the services — The Europe
Natalie Lung / Bloomberg: Uber partners with Expedia to launch a hotel booking integration in its app in the US, and plans to add Expedia's Vrbo brand later in 2026 — Uber Technologies Inc. is adding
Jay Peters / The Verge: YouTube rolls out Full Multiview Customization to YouTube TV, letting users pin up to four live streams in a window, after debuting a limited version in 2023 — Custom multiview
Bob Van Voris / Bloomberg: A US judge denied Sam Bankman-Fried's request for a new trial based on what SBF called new evidence; SBF tried to withdraw his request, but the judge refused — A federal jud
talkie: AI researchers launch talkie, a 13B vintage language model trained on historical text with a 1930 cutoff, to see if it can replicate scientific breakthroughs — Why vintage language models? — H
Ina Fried / Axios: Amazon and OpenAI announce an expanded deal that will make OpenAI's models available from AWS, a day after OpenAI revised its Microsoft partnership — Amazon and OpenAI on Tuesday an
Matthew Gault / 404 Media: An analysis of Internet Archive data: by mid-2025, ~35% of new websites published since ChatGPT's launch in November 2022 were AI-generated or AI-assisted — Researchers foun
Anthropic: Anthropic partners with Blender, Autodesk, Adobe, Ableton, and others to launch connectors that integrate Claude directly into professional creative workflows — Creative professionals look