• Iran Leaves AWS Zones Hard Down in Gulf
  • Dubai and Bahrain AZs deemed 'unavailable for extended period'
  • Internal Amazon memo directs staff to deprioritize both regions
  • Big Technology, Techmeme
• OpenAI Shuffles C-Suite in Triple Executive Change
  • Lightcap exits COO role for special projects reporting to Altman
  • Simo on medical leave; CMO Rouch stepping away for cancer recovery
  • The Verge, TechCrunch
• Musk Forces SpaceX IPO Banks to Subscribe to Grok
  • Banks, law firms, and auditors all required to buy Grok access
  • Some institutions spending tens of millions on Grok integration
  • Techmeme, Ars Technica
• Zuckerberg Returns to Coding After 20-Year Hiatus
  • Submitted three diffs to his company's internal monorepo
  • Heavy Claude Code CLI user, per Pragmatic Engineer sources
  • Techmeme

• DeepSeek V4 Turns Into Huawei Chip Windfall
  • Ascend 950PR prices jumped 20% on Chinese tech giant bulk orders
  • Chip entering mass production; positioned as domestic Nvidia alternative
  • The Information, Techmeme
• Arcee Releases 399B Open-Weight Reasoning Model
  • Trinity-Large-Thinking under Apache 2.0; full commercial use allowed
  • Largest openly licensed reasoning model released to date
  • Techmeme
• Utah Lets AI Chatbot Prescribe Psychiatric Drugs
  • Legion Health bot authorized to renew 15 low-risk maintenance meds
  • One-year pilot; only 2nd US state to grant clinical authority to AI
  • The Verge, Techmeme

• Anthropic Acquires Biotech Startup Coefficient Bio for $400M
  • All-stock deal for stealth AI biotech startup
  • Deepens Anthropic's push into life sciences AI applications
  • TechCrunch, The Information
• Meta's Project Walleye Seeks $3B in Data Center Loans
  • Ohio facility; first deal to fund both building and power assets jointly
  • First-of-its-kind structure for large-scale AI infrastructure financing
  • Techmeme

• Mercor Breach Puts AI Lab Training Secrets at Risk
  • Major AI labs halting work with vendor; breach scope under investigation
  • WSJ: Mercor also solicited workers to sell prior employer IP for training data
  • Wired, Techmeme
• OpenClaw Users Told to Assume Compromise
  • CVE-2026-33579: paired non-admin can approve admin-scope device requests
  • 347K-star tool; exploit active in the wild; Anthropic bans from subscriptions
  • Ars Technica, NVD
• Drift Protocol Drained of $285M in Governance Hijack
  • Solana's largest perp exchange emptied in roughly 12 minutes
  • TRM Labs attributes attack to North Korean state-linked hackers
  • Hacker News
• EU Commission Breach: 92GB Stolen, Two Gangs Named
  • CERT-EU: TeamPCP compromised a cloud account holding Commission emails
  • ShinyHunters group then publicly leaked the stolen data online
  • TechCrunch

• US Bill Seeks to Ban DUV Chip Gear Exports to China
  • MATCH Act: China's chipmaking equipment imports grew from $10.7B to $51B
  • Would extend controls to DUV lithography not yet subject to restrictions
  • Techmeme
• Trump Proposes Slashing CISA Budget by $707M
  • Agency already lost millions in prior rounds of cuts; more staff cuts likely
  • Ex-official: 'this would weaken the system for managing cyber risk'
  • The Register

• Tower Semiconductor Hits $20B Market Cap
  • Shares up ~525% year-over-year; up ~60% in the past month alone
  • Company once nearly sold to Intel for just $5B in 2022
  • Techmeme
• Chinese Chip Firms Post Record 2025 Revenue
  • SMIC and peers ride AI demand and domestic self-sufficiency mandates
  • US export controls inadvertently accelerated China's internal chip buildout
  • Techmeme
• Chinese Suppliers Dominate Humanoid Robot Components
  • Tesla and peers sourcing strategic parts from Chinese manufacturers
  • Both governments classify humanoid robot supply chains as nationally strategic
  • Wall Street Journal, Techmeme

• Microsoft Copilot Hits March Quarter Sales Goals
  • Commercial CEO confirmed milestone to staff in internal communication
  • Signals Copilot has crossed from experimental bet to reliable revenue line
  • The Information
• ServiceNow CEO Rebuilds Business Model Around AI Agents
  • McDermott pitches AI 'control tower' moving from intelligence to execution
  • Redesigning pricing and product structure around agentic workflows
  • Wall Street Journal

• Ptacek: AI Is Breaking Vulnerability Research
  • Coding agents will 'drastically alter' exploit economics within months
  • Both offense and defense are being upended simultaneously by frontier models
  • Simon Willison
• Thompson on Apple, Acceleration, and AI's Next 50 Years
  • Stratechery weekly: Apple's integration bet vs. where AI shifts the seam
  • Core thesis: Apple only loses if AI becomes the new point of integration
  • Stratechery