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

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 …

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 …

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.

A US court sentences Ukrainian Oleksii Lytvynenko to four years in prison for conspiracy to commit wire fraud in connection with the Conti ransomware attacks  —  A Ukrainian national has been sentenced to four years in prison for his role in Conti ransomware attacks between 2021 and 2022.

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 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 ...

Polymarket names Warren Jenson its first CFO as the company aims to grow in the US; Jenson served as finance chief of Amazon, EA, NBC, and most recently Nielsen  —  Warren Jenson appointed as Polymarket's first chief financial officer at a pivotal time for the prediction markets industry

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

OpenAI says it's no longer sponsoring Caltech's math hackathon, where participants use AI to solve research problems, following criticism of “slop mathematics”  —  The latest math problem OpenAI is trying to solve is a bunch of angry mathematicians.

Ayar Labs, which is developing a way to link AI chips directly with optical connections, raised $150M, an extension of its $500M Series E in March 2026  —  Ayar Labs, a Silicon Valley startup developing a way to link AI chips directly together with optical connections, on Thursday said it has raised an additional $150 million.

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.

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: Kalshi plans to seek US regulatory approval to start offering single-stock perpetual futures; Coinbase filed similar regulatory paperwork last week  —  Platform known for prediction markets has seen perpetual futures surge in popularity  —  A risky type of trade that has exploded …

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.

Tencent-backed AI chipmaker Enflame's shares surged 188% in their Shanghai debut, giving Enflame a market cap of $26.3B, after raising ~$910M in an IPO  —  Tencent-backed company valued at US$25 billion, highlighting its role in Beijing's push for domestic chips amid US export restrictions

President Trump rejects warnings of AI-driven human extinction, saying the US leads China by a year and will be “in a very bad position” if it doesn't win in AI  —  President Donald Trump brushed aside warnings from artificial intelligence researchers that the technology is becoming …

Garry Tan says “I would do nothing” about China's AI distillation and urges the industry to focus on current AI risks instead of doomsday-style extinction fears  —  At a time when some Silicon Valley giants and national security experts are calling for action against Chinese companies engaged …

A US judge dismisses two lawsuits against LinkedIn over its scanning of browser extensions, saying users voluntarily expose data by downloading extensions  —  LinkedIn beat two lawsuits over its practice of scanning users' browser extensions, with a judge granting the Microsoft subsidiary's motion to dismiss the cases.

Threat intelligence report: Anthropic says it disrupted a Yemen-based guided weapons engineering cell using Claude to develop guidance software for missiles  —  Anthropic PBC uncovered a group in northern Yemen — where Iran-backed Houthi militants operate — using its Claude AI model …