Daily Briefing
Monday, April 13, 2026
Top Stories
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OpenAI Memo: AWS 'Staggering,' Microsoft 'Limited'
- CRO Dresser touts AWS deal, calls Microsoft a limit on reach
- Microsoft exploring OpenClaw for always-on M365 agents
The Information,
CNBC via Techmeme,
The Information via Techmeme
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Anthropic Revenue Growth Breaks All Historical Records
- No company in any era found to match Anthropic's growth pace
- Axios searched across all industries; found no historical precedent
Axios
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Altman Speaks After Second Attack on His Home
- Shooting at Russian Hill home Sunday; two suspects arrested
- Altman publicly responds after second attack in days
The Verge,
The Information
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Japan Tech Giants Launch Physical AI Consortium
- SoftBank, Sony, Honda plus six others form new AI company
- Target: 1T-param foundation model for physical AI by 2030
Nikkei Asia via Techmeme
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Blackwell GPU Hourly Rent Surges 48% in Two Months
- $4.08/hr now vs. $2.75 two months ago per GPU
- Agentic AI demand cited; companies rationing compute access
Wall Street Journal via Techmeme
AI & Models
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Stanford AI Index: Capability Still Accelerating
- US-China AI capability gap has now closed, per 2026 report
- US leads globally on data centers and AI investment volume
Stanford HAI via Techmeme
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Zuckerberg Trains AI Clone to Coach Employees
- AI version trained to offer feedback and interact with staff
- Part of Meta's broader photorealistic 3D character initiative
The Verge,
Financial Times via Techmeme
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Gallup: Half of US Workers Now Use AI Regularly
- First time the 50% threshold has been crossed in survey history
- Leaders more optimistic about AI impact than frontline workers
Gallup via Techmeme
- Apple's AI Chief Giannandrea Exits This Week
Funding & M&A
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RL Training Startup Hits $750M Valuation
- AI lab appetite for RL training data fuels rapid valuation
- Labs competing intensely for high-quality reinforcement datasets
The Information
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Palo Alto Founder Buys Bank for AI Overhaul
- Nir Zuk takes largest stake in Liberty Bank acquisition
- Bank purchase aimed at AI-driven financial transformation
Wall Street Journal
Geopolitics
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EU Competition Chief Defies Trump on Big Tech
- Anthony Whelan vows to press ahead with Big Tech investigations
- Appointment comes amid sustained US pressure to ease enforcement
Financial Times via Techmeme
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Data Center Moratorium Bills Mostly Dead in States
- 12 bills introduced in 2026; 11 already stalled or voted out
- Maine's bill is the lone survivor, faces final vote April 15
Business Insider via Techmeme
Science & Hardware
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Linux 7.0 Launches With Official Rust Support
- Rust now officially part of kernel after years in staging
- Torvalds considers AI bug-finders' role in future release cycles
The Register
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First Commercial Orbital Compute Cluster Opens for Business
- 40 edge GPUs across 10 satellites, all laser-linked in orbit
- 18 customers signed; Sophia Space announced as newest
TechCrunch
Worth Reading
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Ben Thompson: Compute Scarcity Rewrites Platform Power
- In constrained compute, demand control still confers supply power
- Covers Mythos, AI economics, and the future of platform leverage
Stratechery
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AI Hallucination Rates Diverge Widely Across Models
- 175 questions across 30 tasks, verified by code execution
- Grok 4.20 Reasoning leads leaderboard at 91.8% accuracy in April
BridgeBench