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March 1, 2026, 1:05 AM
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OpenAI:
OpenAI says its DOD agreement upholds its redlines and “has more guardrails than any previous agreement for classified AI deployments, including Anthropic's”  —  We think our agreement has more guardrails than any previous agreement for classified AI deployments, including Anthropic's.
@openai:
OpenAI says it does not think Anthropic should be designated as a supply chain risk and it has made its position on this clear to the Pentagon  —  We do not think Anthropic should be designated as a supply chain risk and we've made our position on this clear to the Department of War.
Jo Ling / CBS News:
Dario Amodei says “we are patriotic Americans” and Anthropic fears some AI uses could clash with American values as AI's potential gets “ahead of the law”
Jordan Novet / CNBC:
Claude became the #1 free app in the US App Store on Saturday, after DOD designated Anthropic a supply chain risk; it hovered in the top 20 for much of February
Emily Nicolle / Bloomberg:
Polymarket trades on contracts tied to strikes on Iran hit $529M, and six new accounts profited a total of $1M by betting on the US to strike Iran by Feb. 28  —  As US and Israeli bombs fell on Iran this weekend, bettors on Polymarket — where $529 million was traded on contracts tied to the timing of the strikes — were cashing in.
Ivan Mehta / TechCrunch:
Xiaomi launches the €15 Xiaomi tag, an AirTag-like device that works with both Apple Find My and Android Find Hub, and the €300 Xiaomi Watch 5, in Europe  —  Xiaomi today launched a slew of gadgets ahead of the Mobile World Congress (MWC) in Barcelona including a camera-focused flagship smartphone …
Wall Street Journal:
Sources: Israel hacked BadeSaba, a popular Iranian prayer app with 5M+ installs on Google Play, to send messages urging Iranian military personnel to defect  —  Israel hacked a popular Iranian prayer app to send notifications to potentially millions of phones Saturday morning urging …
Wall Street Journal:
An interview with Amazon's AI chief Peter DeSantis on plans to use in-house chips, Trainium and Inferentia, to develop AI models more cheaply, and more  —  Amazon's new artificial intelligence czar, Peter DeSantis, is a larger-than-life figure within the company where he has worked since its early days
More: Blockonomi
New York Times:
How India's outsourcing industry, which employs 6M+ people and is worth nearly $300B, is racing to adapt as AI promises to automate white-collar work  —  Artificial intelligence promises to automate the white-collar work that made India a tech powerhouse.  The country is racing to adapt before it's too late.
More: Business Today.  LinkedIn: Prabhudev Konana and Paul Mozur
Bluesky: @sumitapahwa and @justinhendrix.  Forums: r/india
Ina Fried / Axios:
As part of the Amazon-OpenAI deal, the companies plan a “stateful runtime environment” for AWS, letting agents carry context forward to handle ongoing projects  —  A deal with OpenAI could put Amazon first to market with a new type of AI service for developers …
Om Malik / On my Om:
Amazon is paying ~16x Microsoft's price per OpenAI percentage point, while getting none of Microsoft's exclusives, showing the cost of being late in AI
About Amazon:
Amazon will invest $15B in OpenAI initially, followed by $35B if certain conditions are met; OpenAI commits to consuming ~2 GW of Trainium capacity through AWS
Tim Culpan / Culpium:
Sources: TSMC urges clients to apply for N2 production allocation as far out as Q2 2027, with large capacity allotments nearly sold out for the next two years  —  [Exclusive] Clients are being asked to finalize their requirements into mid 2027, with larger customers already booking capacity over the next two to three years.
Stuart A. Thompson / New York Times:
Tests of 12+ AI-detection tools show many can spot basic fakes, but struggle with complex images; few analyze video, and most identified fake audio  —  Artificial intelligence detectors are increasingly used to check the veracity of content online.  We ran more than 1,000 tests and found several strengths and plenty of weaknesses.

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From Mediagazer

Alex Sherman / CNBC:
NBCU's deal with YouTube Premium signals a new phase in the streaming wars where platforms weigh deals with other companies to add content to their platforms

Harvard University Gazette:
Henry Chu, a longtime foreign correspondent and editor, is named curator of the Nieman Foundation for Journalism, after serving as deputy and interim curator

Todd Spangler / Variety:
Filing: Anne Sweeney has resigned from Netflix's board after more than 11 years; the company noted her departure is not due to any disagreement

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