Anthropic publishes a threat intelligence report on how it disrupted efforts to misuse Claude for cyberattacks, influence operations, surveillance, and more  —  Cyber operations Surveillance operations Influence operations Conventional weapons Biological misuse Scams and fraud Illicit distillation

California Gov. Gavin Newsom signs bills restricting “addictive” social media features for under-16s and limiting minors' interactions with chatbots  —  IN SUMMARY Gov. Gavin Newsom signed a set of bills intended to protect children online.  Keeping up with your California representatives felt impossible before.

Sources: Sam Altman told OpenAI employees that the company is considering slowing cutting-edge AI development, and he hopes other AI companies will do the same  —  OpenAI is considering slowing down the development of cutting-edge artificial intelligence, and the ChatGPT maker's Chief Executive …

OpenAI says it will pause new $200/month ChatGPT Pro subscriptions amid “unprecedented” Astra demand; existing accounts, other plans, and API are unaffected  —  To make sure our current users have an incredible experience and continued access to Astra, we are going to pause subscriptions to our $200 Pro plan. These put the most strain on our systems and we wanted to take the smallest step that allows us to continue giving the broadest access possible. All ...

Oracle reports Q1 revenue up 30% YoY to $19.35B, vs. $19.14B est., cloud infrastructure revenue up 121% to $7.4B, vs. $7.09B est.; ORCL jumps 6%+ after hours  —  Oracle shares moved 4% higher in extended trading on Thursday after the software vendor issued stronger-than-expected quarterly results.

Adobe reports Q3 revenue up 13% YoY to $6.76B, vs. $6.7B est., AI-first annual recurring revenue up 150% YoY, and forecasts Q4 revenue slightly below estimates  —  Adobe (ADBE.O) beat Wall Street estimates for third-quarter revenue on Thursday, as demand for its AI-integrated products and tools continued to grow.

OpenAI unveils ChatGPT for Financial Services, a version of ChatGPT Work made with “design partners” Morgan Stanley and Evercore to research like an analyst  —  OpenAI is taking aim at some of Wall Street's most labor-intensive tasks with a new version of ChatGPT designed to research companies …

Bending Spoons agrees to acquire Miro in an all-cash transaction valuing the workplace-collaboration platform at $1.36B, implying an equity value of ~$1.79B  —  Bending Spoons SpA agreed to acquire workplace-collaboration platform Miro in an all-cash transaction valuing the business at $1.36 billion …

Sources: the Pentagon is in talks to lend roughly $5B to neocloud Fluidstack; Fluidstack is being advised on its loan application by Palmer Luckey's Erebor Bank  —  Fluidstack, an AI infrastructure company, is being advised on the loan by the bank started by Palmer Luckey, an early supporter of Donald Trump

DeepSeek debuts DeepSeek-V4.1-Flash, its smallest model built on its new Causal Encoder-Decoder architecture, with 552B backbone parameters and 1M-token context  —  Chinese artificial intelligence startup DeepSeek on Thursday launched DeepSeek-V4.1-Flash, which the company said is the smallest model …

Source: AI assistant Instinct is looking to raise $1B in new funding after recently raising $250M, as it seeks more computing power amid capacity constraints  —  The year-old startup behind Instinct, a personal AI assistant that's caught fire with Silicon Valley insiders, is seeking more computing power …

Sources: Microsoft plans to expand its data center capacity from 12GW today to 38GW+ by 2032, with about a third of the 38GW centered on AI-specific chips  —  Shortages forced the company to turn away some AI and cloud business.  Now it's planning for 38 gigawatts of data center capacity to meet demand.

Positron, which is designing AI inference processor Asimov featuring a “memory-first architecture” and up to 2.3TB of memory, raised $875M at a $5B valuation  —  NEA, Atreides and Jim Clark are among investors putting $875 million into firm making chips designed for fast running of AI models

Sources: PIF is considering combining EA with Savvy Games to better coordinate its gaming assets, but not before Savvy closes its $6B Moonton acquisition  —  Saudi Arabia's wealth fund is considering combining Electronic Arts Inc. with Savvy Games, people familiar with the matter said …

Q&A with AI researcher Jacob Coxon, who quit Anthropic, on the need for industry-wide, international coordination to limit recursive self-improvement, and more  —  Jacob Coxon talks to WIRED about the “mini Manhattan project” inside Anthropic, the problem with alignment …

ID verification service IDScan confirms that a data breach involved the theft of driver's licenses from its systems after hackers offered 153M licenses for sale  —  ID verification service IDScan has confirmed that a data breach involved the theft of driver's licenses from its systems …

An interview with Apple CEO John Ternus and Greg Joswiak on making the iPhone Duo, minimizing the crease, uninspiring Android foldables, the price, and more  —  'I was like, yes, that's it...this is what I want'  —  Apple's first foldable phone is finally coming in the iPhone Duo …

Universal Music Group partners with ElevenLabs to launch a new AI-powered platform that will let users create song remixes, mashups, and more from its catalog  —  UMG's AI music platform will let users create remixes, mashups, and new takes on tracks.

Interview with mathematician Tristan Buckmaster on being drawn into the OpenAI-Anthropic fight; OpenAI says it made progress on another Millennium Prize problem  —  Tristan Buckmaster was on the path toward an important proof when one of the A.I. giants used its staggering resources to get there first.

Sources: Altera is preparing to confidentially file for an IPO in the coming weeks; the offering could raise over $2B, with a listing as early as this year  —  Silver Lake and Intel (INTC.O)-backed chipmaker Altera is preparing for an initial public offering that could raise over $2 billion as early as 2026 …