Verizon outage, Google Personal Intelligence, Mag 7 stock slump. Plus: Airbnb, Cerebras, chip tariffs, Digg, IPOs, OpenAI, Thinking Machines, xAI.
Good morning. Lean and mean today, like Big Tech’s inventory of premium glass cloth fiber.
Today’s news below. —Andrew Nusca
P.S. My apologies to Anthropic’s Ami Vora, who I mistitled in yesterday’s edition. She’s Head of Product.
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Verizon hit with a major U.S. outage
Google Gemini 3, Meta antitrust ruling, Cloudflare outage. Plus: Anthropic, Kraken, Microsoft, Netgear, Nvidia, TP-Link, xAI,…
OpenAI’s code red, Intuit’s AI hot take, Gen Z thinks deeper. Plus: Adobe, Alibaba, Apple, Blue Origin, ByteDance, Nvidia,…
Polymarket’s well-timed trade, U.S.-China robotaxi rivalry, Cisco cybersecurity acquisition. Plus: Biz Stone, Ilya Lichtenstein,…
Trillion-dollar Databricks, CoreWeave’s biz model, the rise of physical AI. Plus: Australia social media ban, Boom, China,…
Republicans oppose Trump AI plan, Verizon layoffs, Google Nano Banana Pro. Plus: Aylo, EA, Foxconn, Meta, OpenAI, quantum…
Google’s record high, ADP’s AI warning, Apple’s Perplexity pivot. Plus: Amazon, Anthropic, Atlassian, JetBlue, Ramp, Sesh,…
