The Reunion
Travis Kalanick is launching a self-driving car company with Uber's backing and Anthony Levandowski's technology. Nine years ago, the self-driving trade secrets scandal between these three parties nearly destroyed Uber. The arc since tells a different story than anyone expected.
TSMC's N3 logic wafer capacity has become one of the AI industry's biggest constraints, which could push customers to explore greater foundry diversification
TSMC N3 Wafer Shortages, Memory Constraints, Datacenter Bottlenecks, Supply Chain Wars Winner — Ivan Chiam, Myron Xie, Ray Wang, and 3 others
Drones caused a Qatari Helium-producing energy hub to shutter; crucial in chipmaking, Bloomberg says the closed hub makes up ~33% of global Helium production
It's not just oil. — The near-standstill in the Strait of Hormuz is raising fears of a price surge for commodities used …
A survey of 1,000 hiring managers: 59% say they stress AI's role in layoffs or hiring freezes “because it plays better”; only 9% say AI has fully replaced roles
Whatever you think about whether artificial intelligence is coming for your job, it has already mastered one corporate skill: hogging the credit.
An interview with SemiAnalysis CEO Dylan Patel on logic, memory, and power bottlenecks in scaling AI compute, Nvidia securing TSMC N3 allocation early, and more
Plus, why an H100 is worth more today than 3 years ago — Dylan Patel, founder of SemiAnalysis, provides a deep dive …
Sources: ByteDance suspended the global launch of Seedance 2.0 amid copyright disputes with Hollywood studios and streamers; it was launched in China last month
ByteDance has put on hold the global launch of its latest video-generation model, Seedance 2., due to a string of copyright disputes …
Kaiko: cumulative trading volume on crypto exchange Hyperliquid's perpetual oil futures surged to ~$7.3B on March 12 from $339M on February 28 amid the Iran war
A new generation of investors doesn't want to wait for the traditional market open — While traditional energy investors spent …
An excerpt from the upcoming book Project Maven details how the Pentagon enlisted Silicon Valley to build AI-powered tools of war, now being used in Iran
An excerpt from the coming book Project Maven shows how the US enlisted Silicon Valley in its vision for AI warfare, now playing out in Iran.
Sources: Meta plans sweeping layoffs that could affect 20% or more of the company, amid mounting AI infrastructure costs; it had ~79,000 employees as of Dec. 31
Meta (META.O) is planning sweeping layoffs that could affect 20% or more of the company, three sources familiar with the matter told Reuters …
Palantir software demos and DOD records show how the military may be using AI chatbots, including the kinds of queries and the data used to generate responses
Software demos and Pentagon records detail how chatbots like Anthropic's Claude could help the Pentagon analyze intelligence and suggest next steps.
A survey of 1,692 US physicians: over 80% use AI professionally and the most common use cases are medical research summarization and clinical care documentation
A US government website shows the Commerce Department withdrew a planned rule tightening AI chip exports; a draft was sent to agencies for feedback in February
The U.S. Department of Commerce on Friday withdrew a planned rule on AI chip exports, according to a government website.
Singapore-based MetaComp, which bridges traditional fiat payment rails and stablecoin settlement infrastructure, raised $35M across two pre-Series A rounds
Digg announces a “hard reset” and shuts down operations two months after it was relaunched by Kevin Rose and Alexis Ohanian, citing the scale of AI bot spam
Digg's Reddit-like relaunch failed fast, but its CEO is already planning another comeback.
Mobile internet blackouts hit Moscow as the Kremlin tightens control; Roskomnadzor data shows average daily traffic is down ~20% in March compared to February
Meta says Instagram will no longer support end-to-end encrypted messages starting May 8, saying “very few people” were using E2EE in their DMs
Can you imagine a world where WhatsApp stops offering end-to-end encryption (E2EE)? That's not happening, but a different Meta-owned company …
xAI hires senior Cursor leaders Andrew Milich and Jason Ginsberg; Elon Musk said he expects xAI to “catch up and exceed our competitors” in coding by mid-2026
and Musk says he's rebuildingVictor Tangermann /Futurism:Elon Musk Orders Sweeping Layoffs as xAI Fails to Catch UpMichael Kan /PCMag:Grok, Is This True? Musk Says xAI Needs to Be ‘Rebuilt’ As Co-Foun...
The US Army awards Anduril a 10-year contract worth up to $20B to buy its software, hardware, and services; the deal includes a 5-year optional ordering period
Sources: Elon Musk pushed out two more xAI co-founders after getting frustrated with xAI's coding product progress and brought in “fixers” from SpaceX and Tesla
Tesla and SpaceX managers sent in to review work as billionaire's start-up struggles to keep pace with rivals
A US judge questions Elon Musk's $134B claim for damages in his lawsuit against OpenAI and Microsoft but rules Musk can still make his case to a jury
$TRUMP memecoin surged as much as 60% after its promoters announced a gala luncheon at Mar-a-Lago with Trump; the White House hasn't confirmed his attendance
The memecoin bearing Donald Trump's name surged as much as 60% in the last 24 hours after its promoters advertised an exclusive gala …
Adobe will pay a $75M fine and provide $75M in free services to users to resolve a US government lawsuit accusing it of concealing termination fees, and more
Sources: the Trump administration is set to receive a ~$10B fee from investors in TikTok's US business for the government's role in brokering the TikTok US deal
Investors in social-media platform's U.S. business, including Oracle and Silver Lake, agreed to give the government several multibillion-dollar payments, sources say
Amazon wins its appeal against a €746M GDPR fine imposed by Luxembourg's privacy watchdog after a court finds the watchdog had not properly done its analysis
Sources: Mirendil, founded by former Anthropic researchers to develop AI models for scientific research, is in talks to raise $175M at a $1B valuation
Facebook launches new tools to help creators detect and report impersonation, and updates guidelines to better define what it considers to be “original content”
Didi reports Q4 revenue up 10.5% YoY to $8.46B, international revenue up 47% YoY to $638M, and a net loss of $43.48M amid an overseas expansion push
Travis Kalanick renames CloudKitchens' parent company as Atoms, focused on creating “gainfully employed robots” for the food, mining, and transport industries
Uber Technologies Inc. co-founder Travis Kalanick has launched a new venture that will focus on creating …
MacBook Neo teardown: most repairable MacBook in ~14 years, with no parts pairing issues, a screwed-down battery, and relatively easy keyboard replacement
Is Apple's most affordable laptop ever also one of its most repairable? For years, opening a MacBook has usually meant fighting your way through glue and buried parts.
Claude Opus 4.6 and Sonnet 4.6 now offer a 1M context window at standard pricing; it is the default for Claude Code Max, Team, and Enterprise users on Opus 4.6
Standard pricing now applies across the full 1M window for both models, with no long-context premium. Media limits expand to 600 images or PDF pages.
AWS plans to deploy Cerebras' Wafer-Scale Engine chip for AI inference functions; AWS will still offer slower, cheaper computing using its Trainium processors
Amazon Web Services says the partnership will allow it to offer lightning-fast inference computing
Amazon Prime Video plans to raise the price of its ad-free plan, Ultra, to $4.99 per month, and add support for up to five simultaneous streams, from April 10
Apple is lowering its commission for its App Store in mainland China from 30% to 25%, starting on March 15, “following discussions with the Chinese regulator”
Peacock adds a new feature to its app that uses AI to curate personalized vertical video playlists, narrated by a generative AI avatar of host Andy Cohen
Banking, manufacturing, and other EU businesses warn “tech sovereignty” could hit profits and competitiveness as Brussels aims to cut reliance on US tech giants
Uber is relaunching a robotaxi service with Hyundai-backed Motional in Las Vegas; the service will have a safety driver behind the wheel until the end of 2026
Anthropic says Claude can now generate custom charts, diagrams, and other visualizations directly in a conversation, turned on by default for all users in beta
Sources: Travis Kalanick prepares to launch a self-driving car company with backing from Uber and has been discussing acquiring Anthony Levandowski's Pronto.ai
Former Uber CEO and cofounder Travis Kalanick is preparing to launch a new robotics and self-driving car company with major backing …
Elon Musk says xAI “was not built right first time around, so is being rebuilt from the foundations up”
Fred Lambert /Electrek: