• OpenAI Closes $122B Round at $852B Valuation
  • SoftBank, a16z, Amazon, Nvidia, Microsoft all participated
  • $3B raised from retail investors via ARK ETFs — a first for OpenAI
  • TechCrunch, OpenAI, Wall Street Journal
• Anthropic Leaks Claude Code Source, 512K Lines
  • Exposed via .map file shipped in npm package v2.1.88
  • Anthropic: 'release packaging issue, human error, not a security breach'
  • Ars Technica, The Verge, Techmeme
• Microsoft Q1 Down 23%, Worst Since 2008
  • Steeper drop than any tech peer or the Nasdaq this quarter
  • Iran war, Meta verdict, and AI spending fears all cited as drivers
  • Techmeme
• Oracle Cuts Thousands Amid AI Spending Push
  • Employed 162,000 as of May 2025; scale of cuts unconfirmed
  • Stock up 5% on news as investors reward AI pivot narrative
  • Wall Street Journal, BBC Tech
• SpaceX IPO Banks Schedule April 6 Kickoff
  • Lead banks convening full syndicate Monday per IFR report
  • SpaceX separately offered investors a $75B secondary buyout this week
  • Bloomberg, The Information

• Claude Code Users Burning Quotas Far Too Fast
  • Anthropic: 'hitting limits way faster than expected'
  • Breaking automated workflows; active investigation underway
  • The Register
• Alibaba's Qwen3.5-Omni Ditches Open Source
  • Processes text, audio, images, and video in one model
  • Marks deliberate shift away from Alibaba's prior open-source strategy
  • Techmeme
• Google Ships Veo 3.1 Lite After Sora Exits
  • Most cost-effective Veo tier; targets high-volume video applications
  • Explicit commitment to video gen days after OpenAI shut Sora down
  • 9to5Google
• Ollama Gains MLX Backend on Apple Silicon
  • 1.6x faster prefill, ~2x faster generation on M-series chips
  • Preview release; also adds Nvidia NVFP4 compression support
  • Hacker News, MacRumors

• CoreWeave Raises $8.5B Chip-Backed Loan
  • Largest chip-backed debt deal of its kind, company says
  • Backed by Meta contract; proceeds fund GPU cloud expansion
  • Bloomberg
• Saronic Hits $9.25B After $1.75B Kleiner Round
  • Builds military autonomous surface ships; Series D
  • Valuation more than doubled from $4B just 13 months ago
  • Techmeme
• Nvidia Puts $2B Into Marvell for Photonics
  • Partnership targets silicon photonics for high-speed data links
  • MRVL shares jumped more than 9% on the announcement
  • The Information, Techmeme
• Whoop Triples Valuation to $10.1B in $575M Round
  • Hit $1B ARR by end of 2025; 60% of sales now outside the US
  • Investors include Mubadala, QIA, Ronaldo, and LeBron James
  • TechCrunch
• TCL Buys 51% of Sony TV Business for $472M
  • Sony retains 49% stake in new joint venture
  • Chinese expansion play; nonbinding agreement signed in January
  • The Verge, Techmeme

• North Korea Backdoors Axios npm, 100M Downloads
  • Google attributes attack to UNC1069; hijacked maintainer account
  • Versions 1.14.1 and 0.30.4 deploy cross-platform remote-access trojan
  • TechCrunch, StepSecurity, The Register
• Cisco Source Code Stolen via Trivy Attack Credentials
  • Threat actors leveraged creds from the earlier Trivy supply chain breach
  • Internal development environment compromised; extent of theft unclear
  • Techmeme
• Apple Backports Patches for DarkSword iPhone Hack
  • Rare move: iOS 18 users patched against silent device takeover
  • DarkSword silently compromises iPhones running the older OS version
  • Techmeme
• Lapsus$ Claims Mercor Data via LiteLLM Attack
  • AI recruiting platform confirms it was hit by LiteLLM supply chain breach
  • Expanding wave: Trivy, Telnyx, LiteLLM, now Mercor all linked
  • Techmeme

• Iran Threatens US Tech Firms, Hits Dubai Port
  • IRGC orders Apple, Google, Meta, Nvidia staff to evacuate Middle East ops by April 1 8pm
  • Iran also struck a fully laden Kuwaiti oil tanker in Dubai anchorage, starting a fire
  • Wired, Bloomberg, Techmeme
• Iran Mobilizes Hackers; Chips Sell Off on War Risk
  • Ex-CISA Director Krebs: Iran is 'throwing everything they have at this'
  • High-flying chip stocks led broader market selloff on Middle East risk
  • Techmeme, Bloomberg
• Iran War Chokes Helium Supply Critical for AI
  • Shortage threatens semiconductors, military drones, and space rockets
  • Helium is essential coolant for quantum computers and advanced chip fabs
  • Wall Street Journal

• Dorsey + Sequoia: From Hierarchy to Intelligence
  • Dorsey and Botha argue AI eliminates need for middle management layers
  • Block presented as proof-of-concept for AI-native org design built for speed
  • Sequoia Capital
• Thompson: Apple's 50-Year Integration Bet
  • Only company to have consistently integrated hardware and software together
  • Argues Apple loses only if the defining point of integration shifts to AI
  • Stratechery
• Claude Code Leak: Fake Tools, Undercover Mode, Regex Emotion
  • Reveals anti-distillation poison, unreleased KAIROS autonomous agent mode
  • Also: 250K wasted API calls per day and frustration detection via regex
  • Hacker News