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March 220264:30 PM
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| Apple: |
Apple unveils the iPhone 17eoffering a 6.1-inch displaya 3nm A19 chipa C1X modema 48MP Fusion cameraand morefor $599+ and shipping from March 11 — iPhone 17e delivers incredible value with faster performancean advanced camera systemenhanced durabilitythe magic of MagSafeand double the starting storage at 256GBMore:
Sheena Vasani / The Verge: How the new iPhone 17E stacks up against Apple's pricier phones
Nicole Nguyen / Wall Street Journal: Apple's ‘Affordable’ New iPhone 17e: Why You Should—or Shouldn't—Get It
Joe Rossignol / MacRumors: iPhone 17e: Smaller Details You Might Have Missed
Aaron Tilley / The Information: Apple Announces New Budget-Friendly iPhone
Zac Hall / 9to5Mac: iPhone 17e vs iPhone 16e: Five key upgrades
David Phelan / Forbes: iPhone 17e Release Timeline: Exactly When You Can Pre-Order And Buy Apple's Newest Phone
Zac Hall / 9to5Mac: Apple officially announces iPhone 17e with MagSafe2x base storage‘soft pink’ color
Jamie Cuevas / OS X Daily: iPhone 17e & M4 iPad Air Released by Apple
Lisa Eadicicco / Pittsburgh Post-Gazette: Apple launches cheaper iPhone 17e in push to boost iPhone sales
Andrew Cunningham / Ars Technica: Apple's new iPhone 17e has an A19 chipMagSafeand 256GB of storage for $599
Corbin Davenport / How-To Geek: The iPhone 17e and M4 iPad Air have arrived
Morgan Truder / Shortlist: The affordable iPhone just got a glow-up with the 17e
Elyse Betters Picaro / ZDNET: The iPhone 17e is here: 6 ways Apple just upgraded its cheapest phone
Adam Engst / TidBITS: New iPhone 17e Adds MagSafe to Apple's Budget iPhone
Dennis Sellers / MacTech.com: Apple reveals the iPhone 17e with a starting price of $599
Aamir Siddiqui / Android Authority: Apple's iPhone 17e targets the Pixel 10a with a massive storage and power boost
Julian Chokkattu / Wired: Apple's Budget iPhone 17e Gets a MagSafe Upgrade
The Indian Express: Apple launches iPhone 17e with satellite connectivityM4-powered iPad Air starting at Rs 64,900
Scott Younker / Tom's Guide: iPhone 17e announced with A19 chipdouble the storage and MagSafe — pricerelease date and all the upgrades
Adam Vjestica / The Shortcut: Apple announces iPhone 17e and new iPad Air powered by M4
Dan Grabham / Stuff: The iPhone 17e is here - these are the new upgrades
Dylan Horetski / Dexerto: Apple launches new iPhone 17e with fix for major complaint
Shalom Levytam / iClarified: Apple Shares ‘Meet iPhone 17e’ Video: A Whole Lot for a Lot Less
Jackson Chung / TechEBlog: iPhone 17e Delivers 256GB of StorageMagSafe and Premium Performance for Just $599
Laurent Giret / Thurrott: Apple Announces iPhone 17E with A19 Chip and MagSafe Support
Paul Lilly / HotHardware: Apple Launches A19 iPhone 17e And M4 iPad Air With Major Performance Boosts
Aisha Malik / TechCrunch: Apple bakes in AI smarts into its new $599 iPhone 17e
Nick Papanikolopoulos / Gizchina: Apple's iPhone 17e announced with A19 chip256GB base storageand a $599 price tag
Pranob Mehrotra / Digital Trends: Apple unveils fastersturdierand more spacious iPhone 17e at the same $599 ask
Mat Gallagher / T3: iPhone on a budget? The 17e delivers more than you might expect
Shalom Levytam / iClarified: Apple Unveils iPhone 17e With A19 ChipApple Intelligenceand 256GB Storage for $599
Bhaskar Sharma / Digit: Apple iPhone 17e launched in India with A19 chipMagSafe and more upgrades: Check India pricespecs and more
John Quintet / iPhone in Canada: Apple Debuts iPhone 17e: See All Canadian Pricing and Storage Options
Abrar Al-Heeti / CNET: Apple Debuts the $599 iPhone 17E With MagSafe - and It Comes in Pink
Tim Hardwick / MacRumors: iPhone 17e Now Features 256GB Base Storage
Steven Aquino / Curb Cuts: Apple Announces New iPhone 17eM4 iPad Air
Craig Donaldson / Pocket-lint: Apple unveils the iPhone 17e with 3 key upgrades
Emma Roth / The Verge: Apple announces the iPhone 17E
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Christina Warren / @film_girl: i continue to question why the iphone 16 is still being sold. the 17e is better than the 16e (not hard)and i understand $200 can be a lot of money for some folksbut the iphone 17 is such a good deal and the 17e such an obvious neutering to sell to prepaid carriers in bulk.
Gene Munster / @munster_gene: Speaking of keeping the same $599 entry pricethe new iPad Air announced today doesn't move the needle. iPad accounts for 7% of revenue. The Air accounts for about half of thator 3.5% of sales. A modest short-term bump is largely irrelevant. Shares of $AAPL are down 0.25%,
Vadim Yuryev / @vadimyuryev: Definitely disappointing that we don't have the Dynamic Island on iPhone 17ebut at least you get double the storage and A19 chip! [image]
Dylan / @dylanmcd8: Interesting to see a rare ad clearly aimed at people who have never used iPhone beforeaka switchersrather than upgraders [video]
Aaron / @aaronp613: Apple's launch video for the iPhone 17e feels very different than previous launch videos [video]
Zarif / @zarifali: is the iPhone 17e the most quintessential iPhone to iPhone aside from the Air? yes. [image]
Marques Brownlee / @mkbhd: iPhone 17E is official - A19 chip - C1X modem - Doubles to start at 256GB(!!) - Adds Magsafe (finally) - Still $599 https://www.apple.com/... [image]
CryingBilla / @crying_billa: No dynamic island on the iPhone 17e
Bluesky:
Forums:
| Apple: |
Apple updates the iPad Air with M4featuring an 8-core CPU9-core GPU12GB of unified memoryan N1 networking chipfor $599+ and $799+ in 11" or 13" sizes — With blazing performancemore memoryenhanced connectivityand game-changing iPadOS 26 featuresiPad Air is a fantastic valueMore:
Andrew Cunningham / Ars Technica: $599 M4 iPad Air is a lot like the old onebut with a substantial RAM boost
Ryan Christoffel / 9to5Mac: Apple's new products add C1X chip for three unique advantages
John Voorhees / MacStories: Apple Introduces M4-Powered iPad Air
Timothy Beck Werth / Mashable: Apple just announced the new M4 iPad Aircoming March 4 for $599
Christine Ji / MarketWatch: Apple launches new iPhone and iPad Air as it gears up for a major AI push
Gabriela Vatu / Macworld: The M3 iPad Air with 5G is $150 off
Adam Engst / TidBITS: iPad Air Gets M4 and More Memory
Joe Rossignol / MacRumors: Apple Unveils iPad Air With M4 ChipIncreased RAMWi-Fi 7and More
Business Today: Apple launches iPad Air with M4 chipprice starts at Rs 64,900 in India: Here's what's new
Dan Moren / Six Colors: Apple updates iPad Air to M4
Louis Ramirez / Tom's Guide: iPad Air M4 preorders: I'm a deals expert and this is when I expect the first deals
Jonathan Lamont / MobileSyrup: Apple refreshes iPad Air with M4 chiphere's Canadian pricing
Rajat Saini / The Mac Observer: iPhone 17e Camera Upgrades: 48MP Fusion Lens and Smarter Selfie Camera
Tom Sykes / The Apple Post: Apple unveils new iPad Air with M4 chip
Laurent Giret / Thurrott: Apple Refreshes its 11-inch and 13-inch iPad Airs with M4 Chips
Nick Soong / Appleosophy: Apple updates the iPad Air with the M4 chipbringing serious performance at such a spectacular value
Shikhar Mehrotra / Digital Trends: iPad Air gets faster M4 chipmore memoryand better connectivity without a price hike
Austin Blake / iPhone in Canada: Apple's New iPad Air Gets M4 Chip: Here is the Full Canadian Pricing
Rosie Hilder / Creative Bloq: The new iPad Air M4 is hereand it's as we suspected
Dhruv Mohan / The Economic Times: iPad Air gets M4more memory and Wi-Fi 7 at the same starting price: Check India pricing and specs
Mahnoor Faisal / MakeUseOf: Apple's M4 iPad Air is faster and better connectedat the same price
Patrick O'Rourke / XDA Developers: Apple reveals “30 percent faster” M4 iPad Air and A19-powered iPhone 17e with upgraded camera
Mike Peterson / The Mac Observer: New iPad Air with M4: which model should you buyand how much does it cost?
Luke Larsen / Wired: Apple Gives the iPad Air a Small Power Boost
Jibin Joseph / PCMag: Apple Refreshes iPad Air With M4 Chip12GB RAM
Rik Henderson / T3: New Apple iPad Air gets a huge processing boostadditional RAM and Wi-Fi 7 support - up to 30% fasterit's claimed
Andrew Liszewski / The Verge: Apple launches a new iPad Air with an upgraded M4 processor
Aditya Tiwari / Neowin: Upgraded iPad Air M4 launches with more RAM and same price tag
Shalom Levytam / iClarified: Apple Introduces New iPad Air With M412GB Memoryand Same $599 Starting Price
Oliver Haslam / Redmond Pie: Apple Announces New iPad Air With M4N1And C1X
Scott Stein / CNET: Apple's Midrange iPad Gets an M4 Chip BumpArriving March 11
Harsh Shivam / Business Standard: Apple launches iPad Air with M4 chip12GB memory: Priceavailability
Kaustubh Bagalkote / Benzinga: Apple Kicks Off ‘Big Week’ Announcements With iPhone 17e And M4 iPad Air
Ryan Christoffel / 9to5Mac: Apple unveils new iPad Air with M4 chipRAM upgradeplus C1X and N1
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Max Weinbach / @mweinbach: For the iPad Airit now comes with M4 It now has 12GB of Unified Memoryup from 8GB in M3 versionand still starts at $599 Oh and now C1x for cellular and N1 for WiFi/Bluetooth [image]
Andreas Storm / @avstorm: Apple introduced the new iPad Air [video]
Gene Munster / @munster_gene: $AAPL announces (as expected) iPhone 17e. Same $599 starting price as the 16ebut with 256GB of storage vs. 128GB on the 16e and better chip. My take: The impact on iPhone sales will be a around a 2% positive for the next couple of quarters (math below). Since Apple already had
Mr. Nick Soong / @thenicksoong: Alsothe iPhone 17e lacks the N1 networking chip unlike the latest flagship iPhoneiPad Proand iPad Air models. The 17e continues to use the binned variant of the A-series chips. #AppleLaunch [image]
Forums:
| Hayden Field / The Verge: |
Sources: OpenAI agreed to follow US laws that have allowed for mass surveillance in the pastand the DOD didn't budge from its demands over bulk analyzing data — On Friday eveningamidst fallout from a standoff between the Department of Defense and AnthropicOpenAI CEO Sam Altman announced …
X: @aidan_mclau@binarybits@binarybits@binarybits@tszzl@nathanpmyoung@shakeelhashim@thezvi@tszzl@unmarredreality@shakeelhashim@shakeelhashim@ciphergoth@shakeelhashim@haydenfield@garymarcus@binarybits@garymarcus@miles_brundageand @peterwildeford
Forums: r/politicsr/singularityr/TrueRedditand r/technology
More:
Beatrice Nolan / Fortune: OpenAI's Pentagon deal raises new questions about AI and mass surveillance
Anirban Ghoshal / CIO.com: OpenAI says its US defense deal is safer than Anthropic'sbut is it?
Alex Carr / Tech Brew: Trump gives the Claude shoulder
Shakeel Hashim / Transformer: OpenAI's Pentagon red lines are a mirage
Dave Pell / NextDraft: Blind Fury — During his first press conference of the Iran warDefense Secretary Pete Hegseth explained …
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Aidan McLaughlin / @aidan_mclau: i personally don't think this deal was worth it
Timothy B. Lee / @binarybits: Recall that the Obama Administration's view circa 2013 was that most of what Snowden revealed wasn't illegal or improper. They played a lot of word games to downplay and justify what a lot of ordinary people considered intrusive mass surveillance programs.
Timothy B. Lee / @binarybits: I don't understand why OpenAI thinks quoting this language would convince people concerned about autonomous weapon uses. “You can't do it in any case where it would be illegal” is another way of saying “you can do it if it's legal.” [image]
Timothy B. Lee / @binarybits: I think it's significant that @natseckatrinawho @sama tapped to help answer questions about the DoD deal on Twitterled the Obama administration's “media and public policy response” to the Snowden disclosuresaccording to her LinkedIn. Explains a lot about their approach.
Roon / @tszzl: there is no contractual redline obligation or safety guardrail on earth that will protect you from a counterparty that has its own secret courtszero day retentionfull secrecy on the provenance of its data etc. every deal you make here is a trust relationship
Nathan / @nathanpmyoung: My current read is that OpenAI have said they maintained Anthropic's red lines without having done so. Not consistently candid. Anthropic senior staff assured people that RSPs were binding. They weren't. Not exactly candid either. Choose for yourself how bad each is.
Shakeel / @shakeelhashim: Very important piece that confirms what I've suspected the last couple days: “If you look line-by-line at the OpenAI termsthe source saidevery aspect of it boils down to: If it's technically legalthen the US military can use OpenAI's technology to carry it out.” [image]
Zvi Mowshowitz / @thezvi: This is good and fully consistent with my reporting and understanding. OAI is permitting all legal use. OpenAI is trusting DoW to determine legality and relying on its safety stack to catch if DoW breaks their trustand the red lines are only in highly illegal territory.
Roon / @tszzl: @allTheYud thankfully if I quit my job no one will ever work on ai or weapons technology again. you would have advised oppenheimer himself to quit his job
@unmarredreality: Every deal you ever make is a trust relationship. That's why there are conditions you simply don't agree to - especially when you're developing something with unprecedented scope and influence. Anthropic wisely declined such conditions. OpenAI agreed to them anyway.
Shakeel / @shakeelhashim: Important context here is that OpenAI's team has DoW experience. And as @binarybits points outthey're likely well versed in playing word games. The statement OpenAI gave The Verge earlier today is a perfect example of this. [image]
Shakeel / @shakeelhashim: In the last few daysOpenAI and its executives have claimed that its DoW deal prevents its models being used for mass domestic surveillance. As I write in a lengthy explainer for @ReadTransformer todaythat appears to be misleading at best. [image]
Paul Crowley / @ciphergoth: OpenAI employees are already at a desperate barrel scraping stage of justifying continuing to work for Altman.
Shakeel / @shakeelhashim: OpenAI says a bunch of safeguards in its contracts prevent its models from being used for these purposes. But the “protections” are flimsy at bestand OpenAI is yet to provide evidence of a clause that specifically prevents it. [image]
Hayden Field / @haydenfield: NEW: When OpenAI announced its Pentagon deal Friday nightpeople immediately challenged Sam Altman's claims. Whythey askedwould the DoD suddenly agree to red lines when it had said it would never do so? The answersources told meis that it didn't. https://www.theverge.com/...
Gary Marcus / @garymarcus: “OpenAI agreed to follow laws that have allowed for mass surveillance in the pastwhile insisting they protect its red lines.” Translation? 1. OpenAI is full of shit 2. They may well turn over everything you ever typed into ChatGPT if the US government asks. Scoop from
Timothy B. Lee / @binarybits: So of course when the government comes to OpenAI and says “don't worry we won't engage in mass surveillance,” they were inclined to believe them. Because one of their key decision-makers had been on the team that didn't think the Snowden revelations were problematic.
Gary Marcus / @garymarcus: BREAKING: “OpenAI agreed to follow laws that have allowed for mass surveillance in the pastwhile insisting they protect its red lines.” Translation? 1. OpenAI is full of shit 2. They may well turn over everything you ever typed into ChatGPT if the US government asks.
Miles Brundage / @miles_brundage: In light of what external lawyers and the Pentagon are sayingOpenAI employees' default assumption here should unfortunately be that OpenAI caved + framed it as not cavingand screwed Anthropic while framing it as helping them. Hope that is wrong + they get evidence otherwise
Peter Wildeford / @peterwildeford: I think it's important to circle back to Sam Altman here. About 20 hours ago peopleincluding mewere applauding his moral clarity. But that moral clarity lasted barely half a day. OpenAI is now agreeing to be used for domestic surveillance and for lethal autonomous weapons,
Bluesky:
Nilay Patel / @reckless: Sam Altman got played and spun it like a win - @haydenfield.bsky.social has the scoop from a weekend's worth of reporting from inside the Pentagon AI negotiations. www.theverge.com/ai-artificia... [image]
Hayden Field / @haydenfield: NEW: On Friday night when OpenAI announced its Pentagon dealpeople immediately challenged Sam Altman's claims. Whythey askedwould the DoD suddenly agree to red lines when it had clearly said it would never budge? — The answersources told meis that it didn't. — www.theverge.com/ai-artificia...
Sean O'Kane / @seanokane: it's almost like this guy sam is a little slippery with the truth sometimes [embedded post]
Adi Robertson / @thedextriarchy: blinks in Edward Snowden [embedded post]
| Dean W. Ball / Hyperdimensional: |
The Anthropic-DOD skirmish is the first major public debate on control over frontier AIand institutions behaved erraticallymaliciouslyand without clarity — On Anthropic and the Department of War — I. — A little more than a decade agoI sat with my father and watched him die.
X: @boazbaraktcs@danprimack@alecstapp@eggerdc@mdudas@ruark@itsurboyevan@justinbullock14@deanwball@deanwball@andrewcurran_@ericboehm87@thezvi@zeffmax@dkthomp@deanwball@deredleritt3r@hamandcheese@rcbregman@gallabytes@presidentlin@alecstapp@s_oheigeartaighand @zdch
Bluesky: @tcarmody@moskov.goodventures.organd @timkellogg.me
More:
Rebecca Bellan / TechCrunch: Tech workers urge DODCongress to withdraw Anthropic label as a supply-chain risk
Elizabeth Nolan Brown / Reason: Canadian Cops Questioned Dad About Human Trafficking After He Took His Daughter to a Coffee Shop
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Boaz Barak / @boazbaraktcs: Extremely well put @deanwball ! A must read essay. My position is that: 1. Anthropic is a great companypeople who work there care deeply about AI safety and the benefit of the U.S. Tagging it as a “supply chain risk” is a massive own-goal to American AI leadership. 2. The
Dan Primack / @danprimack: There is a valid argument for DoD not wanting to work w/ cos that used Claude in products being sold to DoDgiven mission disagreement between the company and DoD. There is no good argument for banning Claude use at othernon-national security depts. Beyond spite.
Alec Stapp / @alecstapp: This is not hyperboleand every business leader in the country needs to recognize the stakes of what's happening: [image]
Andrew Egger / @eggerdc: Bracing stuff from @deanwball [image]
Mike Dudas / @mdudas: incredible piece on @AnthropicAI vs @DeptofWar via @deanwball https://www.hyperdimensional.co/ ... you simply can't pass laws anymore in americawhich means regulatorscourts and the president run the country [image]
@ruark: “I encourage you to avoid the assumption that “democratic” control—control “of the peopleby the peopleand for the people”—is synonymous with governmental control. The gap between these loci of control has always existedbut it is ever wider now.” https://www.hyperdimensional.co/ ...
Evan Armstrong / @itsurboyevan: Excellent—people seem to have forgotten that what makes America great is fundamental rights of speechprivate propertyand enforcement of contracts. I disagree with Dean on many (most?) AI policiesbut without contract law that debate is meaningless.
Justin Bullock / @justinbullock14: This week in AI policyeverything is differentand everything is the same. Brilliantly laid out by @deanwballwho has further increased my respect for him the last 5 days. Kudossir.
Dean W. Ball / @deanwball: I havefor lack of a better phrase“action plan mode,” and that part of me wants to be like“just add a fucking clause to dfars you fools” and then I also haveuh“macrohistorical literary analysis mode,” and I think this piece probably captures the two wolves pretty well
Dean W. Ball / @deanwball: I think this one needs no further explanation. [image]
Andrew Curran / @andrewcurran_: The old world is ending; more of it burns away every day. Things will never return to the way they werenot in two yearsnot in fivenot ever. We have long since passed the threshold. This is an era of transformative change.
Eric Boehm / @ericboehm87: You really should read @deanwball's latest on the Trump administration's attempted corporate murder of Anthropic... [image]
Zvi Mowshowitz / @thezvi: Now in a Twitter articleso you have no excuse. Read it. My stuff can wait.
Max Zeff / @zeffmax: Powerful words from Dean Ballformer White House AI adviser. “That alone should make one thing clear: terms like this are not some ridiculous violation of the norms of defense contracting. Anyone attempting to convince you otherwise is misinformed or lying.”
Derek Thompson / @dkthomp: A quite brilliant essay on AIthe lawand the future of the republic. An upshot: If the US govt can go to any companydemand any contract languageand reserve the right to destroy your company if you have qualmsthere is no such thing as private property rights in America.
Dean W. Ball / @deanwball: Clawed
Prinz / @deredleritt3r: Self-recommendingand a must-read. I agree with pretty much every word of this.
Samuel Hammond / @hamandcheese: “At some point during my lifetime—I am not sure when—the American republic as we know it began to die.”
Rutger Bregman / @rcbregman: Wowthe lead author of Trump's AI Action PlanDean Ballis calling out Pete Hegseth's mafia- behavior toward Anthropic: “The fact that his shot is unlikely to be lethal (only very bloody) does not change the message sent to every investor and corporation in America: do [image]
@gallabytes: very high quality postan accounting of the true cost of the moment. an interesting question for this time of incredible leverage that I haven't seen enough ink on: what comes after the republic? what should governance even look like at the dawn of superintelligence?
Alec Stapp / @alecstapp: Really important point here: There were muchmuch less restrictive means available for the Department of War to achieve its stated ends. Insteadthey are attempting to destroy one of our leading AI companies. [image]
@s_oheigeartaigh: This is essential reading. It's powerfulemotivebut also has exceptional clarity. This in particular is nail on head - “Even if I am right that we live in the “rapid capabilities growth” worldit will still be the case that the adoption of U.S. AI will be seen as especially
Zac Hill / @zdch: One reason I am a State Capacity Maximalist (and why the work of e.g. @pahlkadot et al at Recoding America is so important to me) is that we just can't function as a Republic when the idea of passing legislation is at best a punchline. GOAT-tier essay from @deanwball today. [image]
Bluesky:
Tim Carmody / @tcarmody: The means of production have been replaced by the terms of service. [embedded post]
Dustin Moskovitz / @moskov.goodventures.org: “If this event contributed anythingit simply made the ongoing death more obvious and less deniable for me personally. I consider the events of the last week a kind of death rattle of the old republicthe outward expression of a body that has thrown in the towel.” — Don't skip the intro. …
| Ben Thompson / Stratechery: |
Anthropic's concerns are legitimatebut its position is intolerable and misaligned with a reality where US foes are developing autonomous fighting capabilities — Anthropic is in a standoff with the Department of War; while the company's concerns are legitimateit position is intolerable and misaligned with reality.
X: @ramez@rabois@kellylsims@ramez@quastora@ericlevitz@irl_danb@benthompson@uswremichael@justjoshinyou13and @jeremiahdjohns
Bluesky: @reckless@lopattoand @rusty.todayintabs.com
Threads: @eric_he_1998@eric_he_1998and @eric_he_1998. Mastodon: @[email protected]. Forums: r/WeTheFifth
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Ramez Naam / @ramez: Coming back to this. No AI company can stop DOD from misusing AIbecause it's simply too easy to pick up or buy a different model. But by making the issue publicDario has called the attention of votersthe pressand Congress to the potential misuse of AI. That's the win.
Kelly Sims / @kellylsims: “What concerns me about Amodei and Anthropic in particular is the consistent pattern of being singularly focused on being the one winner with all of the powerwith limited consideration of how everyone else may react to that situation.” This is a thoughtful piece on all this.
Ramez Naam / @ramez: The most important thing Dario did is get this issue in the news. At the end of the dayxAI will build a good enough model. Or Palantir can build a frontier model for a few hundred million. There are no technical moats here. The important thing is that the public and Congress
Trey Causey / @quastora: @stratechery I believe this post fundamentally misunderstands the options that are / were actually available to the government and to Anthropic in a way that is undemocratic. I highly recommend reading @deanwball's piece on this today for a more accurate picture. https://www.hyperdimensional.co/ ...
Eric Levitz / @ericlevitz: It's really bizarre to see a bunch of ostensibly pro-marketright-leaning tech guys argue“A private company asserting the right to decide what contracts it enters into is antithetical to democratic government” [image]
Dan / @irl_danb: Ben Thompsonas alwayslays out the reality more clearly than I could havedespite my attempts by Dario's own wordshe's building something akin to nukes he's simultaneously challenging the US government's authority to decide how to wield said power as much as I like [image]
Ben Thompson / @benthompson: @EricLevitz I wasn't making a normative argument. Of course I think this is bad. I was pointing out what will inevitably happen with AI in reality
@uswremichael: Great article about the democratic process determining our nation's fate rather that a single tech founder overriding our leaders.
Josh You / @justjoshinyou13: @stratechery This conflates multiple senses of control/power. By vetoing some government uses of ClaudeAnthropic is not arrogating to itself the ability or right to use Claude for autonomous weapons or mass domestic surveillance.
Jeremiah Johnson / @jeremiahdjohns: @stratechery This is one of the worst things I've read from youand seems like obvious nonsense. “AI is as dangerous as nuclear weaponswhich is why if a company expresses concerns about using AI for autonomous weaponswe will destroy them permanently”. What the hell?
Bluesky:
Nilay Patel / @reckless: Ben Thompson making a full-throated case for fascism here stratechery.com/2026/anthrop... [image]
Elizabeth Lopatto / @lopatto: the contortions here are very funny if you're familiar with (a) ben's stance on other tech cos and (b) his objections to antitrust action. do we think he's aware that he's describing and endorsing fascism? stratechery.com/2026/anthrop...
Rusty Foster / @rusty.todayintabs.com: Earlier in the piecehe says that international law is “fake.” It doesn't get much more cynical and amoral than this. I haven't checked in on Ben in a while but this is straightforward Nazi thinking. “Might makes right and only violent power is real.” [embedded post]
Threads:
Eric He / @eric_he_1998: His second major point is that Anthropic should do what the govt says because the govt has the power to destroy it. This point is purely a pragmatic one and can be assessed on its merits. The USG is all-powerful but its current leadership is not. …
Eric He / @eric_he_1998: His third point is that Anthropic leadership seems to have a bad understanding on AI game theory and its advice on how to contain China / slow open source AI development is especially counterproductive. I fully agree with this one and to the extent this shapes the rest of Thompson's views that Anthropic can't be trusted with powerI think that's reasonable. …
Mastodon:
| Dan Primack / Axios: |
Anthropic's $60B+ in fundinghalf of which came just last monthfrom over 200 investors is now at risk due to the company's contract dispute with the Pentagon — Anthropic has raised more than $60 billion from over 200 “venture capital” investorshalf of which came just last month.| Sarah Shoker / fishbowlification: |
More:
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Jen Zhu / @jenzhuscott: Worth a read - •Ex-OpenAI geopolitics lead: frontier AI labs' military policies r deliberately vague & changeable to preserve “optionality” •Anthropic's DoD standoff isn't the ethical win as portrayed. Dario is hardly a white knight - he's open to fully autonomous weapons if
Max Zeff / @zeffmax: I think this is the clearest eyed take I've read about what's happened between the AI industry and the Pentagon in the last 72 hourswith a chilling warning at the end. “The biggest losers in all of this are everyday people and civilians in conflict zones.”
Kass Popper / @foomagemindset: OpenAI's models can't be used to control drone swarms. Except they already areas detailed in this post on the military use policies of AI companies. [image]
Bluesky:
| Jessica Tillipman: |
X: @undersecretaryf@natseckatrina@_nathancalvin@shakeelhashim@thebasepoint@nabla_theta@justanotherlaw@max_spero_@emmyprobasco@livgorton@shakeelhashim@undersecretaryf@deredleritt3r@arozenshtein@jtillipman@codytfenwick@scaling01@johnschulman2@fortenforge@shakeelhashim@mattbgilliland@jacquesthibs@gjmcgowanand @bradrcarson
Bluesky: @andytseng and @timkellogg.me
More:
Jose Antonio Lanz / Decrypt: OpenAI Claims Safety ‘Red Lines’ in Pentagon Deal—But Users Aren't Buying It
James O'Donnell / MIT Technology Review: OpenAI's “compromise” with the Pentagon is what Anthropic feared
Jerusalem Demsas / The Argument: Anthropic and the right to say no — Quick note before we get to today's piece …
Cynthia B Brumfield / Metacurity: AI safety red lines tested as OpenAI replaces Anthropic in last-minute Pentagon deal
X:
@undersecretaryf: For the avoidance of doubtthe OpenAI - @DeptofWar contract flows from the touchstone of “all lawful use” that DoW has rightfully insisted upon & xAI agreed to. But as Sam explainedit references certain existing legal authorities and includes certain mutually agreed upon
@natseckatrina: A lot of the concerns about the government's “all lawful use” language seem to stem from mistrust that government will follow the laws. At the same timepeople believe that Anthropic took an important stand by insisting on contract language around their redlines. We cannot
Nathan Calvin / @_nathancalvin: From reading this and Sam's tweetit really seems like OpenAI *did* agree to the compromise that Anthropic rejected - “all lawful use” but with additional explanation of what the DOW means by all lawful use. The concerns Dario raised in his response would still apply here
Shakeel / @shakeelhashim: Lots of newhard to follow details today about the OpenAI-Pentagon deal. Here's a roundup of the most important things about using commercially available data for surveillance on Americans. TL;DR: It seems the Pentagon wanted Anthropic to allow thisand Anthropic's refusal is
Joshua Batson / @thebasepoint: For those wondering how mass domestic surveillance could be consistent with “all lawful use” of AI modelsI recommend a declassified report from the ODNI on just how much can be done with commercially available data (CAI): “...to identify ever person who attended a protest” [image]
Leo Gao / @nabla_theta: the contract snippet from the openai dow blog post is so obviously just “all lawful use” followed by a bunch of stuff that is not really operative except as window dressing. the referenced DoD Directive 3000.09 basically says the DoD gets to decide when autonomous weapons systems
Lawrence Chan / @justanotherlaw: OpenAI has released the language in their contract with the DoWand it's exactly as Anthropic was claiming: “legalese that would allow those safeguards to be disregarded at will”. Note: the first paragraph doesn't say “no autonomous weapons”! It says “AI can't control [image]
Max Spero / @max_spero_: Confirmation by the administration that the OpenAI contract contained the “all lawful use” wording that Anthropic rejected. Sam's wordsmithing asidethis opens the door for Trump or a future leader to authorize autonomous weapons or mass domestic surveillance with AI.
Emmy Probasco / @emmyprobasco: There is a narrow but important gap between the “all lawful use” stipulation and “no autonomous weapons.” On the one handyou could interpret these two positions as being essentially aligned. But it is more complicated than that. 🧵
Liv / @livgorton: I feel like I am going insane and no one has read the articles. It appears that OpenAI has not brought about harmony and still has the “all lawful use” clause in their contract that was the issue in the first place? I think they've negotiated functionally the same contact they've
Shakeel / @shakeelhashim: What we know about the OpenAI-DoW deal: OpenAI agreed to the terms Anthropic rejected. The terms include an “all lawful use” clause. The contract “references certain existing legal authorities” which the govt claims prove that domestic mass surveillance is already illegal.
@undersecretaryf: @tedlieu The axios article doesn't have much detail and this is DoW's decisionnot mine. But if the contract defines the guardrails with reference to legal constraints (e.g. mass surveillance in contravention of specific authorities) rather than based on the purely subjective conditions
Prinz / @deredleritt3r: My thoughts on OpenAI's agreement with the DoD: On autonomous AI weapons: 1. “The AI System will not be used to independently direct autonomous weapons in any case where lawregulationor Department policy requires human control.” This says that OpenAI's models may not [image]
Alan Rozenshtein / @arozenshtein: Very interesting procurement analysis.
Jessica Tillipman / @jtillipman: Can AI companies restrict government use of their technology? They do it all the time. Whether and how depends on the acquisition pathwaycontract typeand terms. My explainer: https://jessicatillipman.com/ ... #Anthropic #openai #pentagon #DoD #govcon
Cody Fenwick / @codytfenwick: This is excellent — and this point is particularly interesting: [image]
@scaling01: very good read on the Anthropic - OpenAI - DoW situation https://jessicatillipman.com/ ...
John Schulman / @johnschulman2: There's some discussion about whether contract terms ("all lawful use" vs more specific terms) vs safety stack (monitoring systems) are more effective as safeguards against AI misuse. It'd be useful for someone to game out how they'd hold up against historical incidents of
@fortenforge: In fewer words: Anthropic doesn't trust the current administration's own interpretation of “all lawful use” and wanted consultation. OpenAI was more than happy to trust Hegseth and Trump with their technology.
Shakeel / @shakeelhashim: “We cannot say that the government cannot be trusted to interpret laws and contracts the right waybut also agree that Anthropic's policy redlinesin a contractwould have been effective.” This is a fair and good point.
Matt Gilliland / @mattbgilliland: Anyone who thinks “all lawful use” + LLMs doesn't enable unprecedented mass surveillance is ignorant of the state of the lawthe state of the technologyor both.
George McGowan / @gjmcgowan: This is just “all lawful use” with extra words - no way the pentagon would have a huge hissy fit about these redlines and then immediately agree to a new contract with the same ones in it
Brad Carson / @bradrcarson: Signal-boosting an excellent explainer.
Bluesky:
Andy Tseng / @andytseng: In case anyone's [email protected] has an excellentdetailed analysis of the current Anthropic-DoD-OpenAI contract debate - lots of nuances I wasn't aware of! — #USPol #AI #AIGovernance #Anthropic #DoD #OpenAI #GovernmentProcurement #GovCon #ProcurementPolicy [embedded post]
Tim Kellogg / @timkellogg.me: A much more wholistic analysis of the OpenAI v Anthropic v DoW contract mess — OpenAI gives up contractual enforcement of redlines in exchange for architectural enforcement (supposedly) — the incident highlights severe problems with government procurement — jessicatillipman.com/what-rights- ...
| Terrence O'Brien / The Verge: |
Kalshi CEO Tarek Mansour says the startup will void certain bets related to Iran's Ali Khamenei and claims it doesn't “list markets directly tied to death” — Users say rules barring ‘profiting from death’ are unclear. … In a statement on XKalshi CEO Tarek Mansour …
X: @mansourtarek_@jellymanguy@kmedved@kalshi@deepdishenjoyer@andersonbcdefg@dtrain22k@de_stalex@jebus@karbonbased@stephenkentx@eckhartsladder@goochmunster@mansourtarek_@h00dedzombie@lanceupperpi@thestalwart@tradeandmoney@0xmerp@vasuxbt@hankisinvesting@itsjoeco@ned_donovan@predmtrader@mert@amuse@iamsean90@jbillinsonand @joelkatz. Bluesky: @jasonkoebler
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Jason Koebler / 404 Media: With Iran WarKalshi and Polymarket Bet That the Depravity Economy Has No Bottom
Mary Cunningham / CBS News: Prediction markets draw scrutiny over Iran bets: “Insider trading in broad daylight,” senator says
Denitsa Tsekova / Bloomberg: Iran Strikes Expose the Dark Edge Case of Prediction-Market Era
X:
Tarek Mansour / @mansourtarek_: On Khamenei: We don't list markets directly tied to death. When there are markets where potential outcomes involve deathwe design the rules to prevent people from profiting from death. That is what we did here. I know some of you disagree and prefer that we list these
@jellymanguy: @mansourtarek_ You settled Jimmy Carter to “No” on attending Trump's inauguration after he died. You knew people were betting the 99 year old would die before the event. You settle on deathjust not when it makes you money. This has nothing to do with deaththis has everything to do with your [image]
Kostya Medvedovsky / @kmedved: Kalshi promoting a Khamenei “leaves office” market while everyone thinks he's deadknowing that if he is dead they freeze the market and pocket the fees. Just incredibly cynical stuff. I'm a big fan of Kalshi and prediction markets generallybut this is really horrible [image]
@kalshi: Please note: A prior version of this clarification was grammatically ambiguous. As a customer service measureKalshi will reimburse lost value due to trades made between these clarifications. MARKET RULES CLARIFICATION: If Ali Khamenei diesthe market will resolve upon the
Ben / @andersonbcdefg: i see you've placed your bet on Red. unfortunately in this casinowe call that color Bleen. you get $0. we'll keep your money. thanks for playing!
Alex De St Germain / @de_stalex: Don't trade on @Kalshi anymorethey'll promote a market and then rob you - pointing to an update to their fine print as a reason for robbing you.
@jebus: Anyone else notice there's never a tweet that makes you want to use kalshi? It's always stuff that makes you not want to use them
Karbon / @karbonbased: Welcome to using prediction markets Everyone who has ever used them has experienced fine print rule bullshit and garbage resolutions [image]
Stephen Kent / @stephenkentx: Raises the question why Kalshi would even bother to allow a contract on the exit of an 86 year old dictator. There was no realistic “out” except death.
@eckhartsladder: Yes - your favorite degenerate online gambling website should monetarily incentivize the killing of humans. Very good analysis.
@goochmunster: How exactly did these retards think Khamenei was going to lose his office besides death or war?
Tarek Mansour / @mansourtarek_: Reposting because my other message was unclear: We settled the market to last traded price before time of death (per our rules). All positionsno matter when they were openedgot paid out on the last-traded price before his death. On top of thatif you bought a position
@h00dedzombie: Kalshi playing an incredible game of fuckery today. Thousands of users will be absolutely furious about their decision today. What a fucking mess. Someone put me on the class action. This is criminal. Bankrupt these cunts with legal fees.
Lance Uppercut / @lanceupperpi: How did they find the middle path to make everyone angry instead of one side? Did everyone waste their time and energy after 2AM trading and monitoring this market while they featured it on the homepage and made it ‘LIVE’? This answer doesn't feel satisfactory at all.
Joe Weisenthal / @thestalwart: Worth reading the replies and QTs
Doug Campbell / @tradeandmoney: I don't quite understand making the rules up as you go. The rules were clear: the price before death. Khamenei died in the initial volley — ergothe no price by Feb. 28th was 99 cents. Pay me my money Tarek.
@0xmerp: Yes I'm sure the guy that was supreme leader since the year 1989 was planning to peacefully retire How else did they expect this to happen?
Henry / @hankisinvesting: why does this keep happening? over and overboth on kalshi and polymarket > randomly changing rules & closing markets > completely screwing over their user base > extremely slow refund process y'all are playing with people's time and money then *shocker* users are angry
Joe Colangelo / @itsjoeco: A few months ago I bought contracts that would be Khamenei out of office by April 1st. This morningKalshi changed the rules to exclude death as a possible outcome. lollesson learned - have withdrawn everything from Kalshi and will never use them again.
Ned Donovan / @ned_donovan: Did they think he was going to lose an election as Supreme Leader? Or was the market contingent on the reappearance of the Mahdi?
@mert: welcome to 2026 where a main talking point around war is whether prediction markets should include targeted assassinations as “being out as leader”
@amuse: BET? Kalshi took bets on when Khamenei would be out of office. They have cancelled the market because he didn't voluntarily leave office. Presumably they don't want to encourage assassination for profit. They have refunded everyone's fees. [image]
Sean Fitzgerald / @iamsean90: This is insane. The betting market was for whether or not he would remain in power after a point in time. Death was always a high possibilityeven just factoring in his age. This is straight up fraud. I hope you pay through the nose & people abandon your site
Josh Billinson / @jbillinson: Imagining a guy who was gambling on the Khamenei out market because he was sure he'd lose a Supreme Leader snap election by the end of the month
David ‘JoelKatz’ Schwartz / @joelkatz: So it's useless for hedging and only useful for gambling?
Bluesky:
| Reuters: |
X: @initjean@monicalmarks@naval@21wire@nixcraft@cinzia_bianco@kabiran_@daniel_271828@endicottinvests@ns123abc@vxunderground@severeengineer@jbillinson@lukolejnik@initjean@autismcapital@var_epsilon@uwu_underground@catgirlprostate@dudewhoinvests@gregosuri@nathanlands@hotaisle@phl43@davidpco@rauchg@hammer_mtand @dedene
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Business Insider: Amazon says it could take at least a day to restore data centers hit by ‘objects’ in the UAE
Brian Tristam Williams / eeNews Europe: AWS Middle East outage hits UAE and Bahrain amid Iran strikes
Anwesha Pattanaik / Tech Monitor: AWS suffers cloud service disruption after fire at UAE data facility
Indranil Ghosh / Rest of World: Iranian strikes test the Gulf's trillion-dollar AI dream
Craig Hale / TechRadar: AWS UAE data center hit by military strikescausing outages across the region
Ellie Kemp / UNILAD: Amazon's UAE data centre forced to cut power after being struck by ‘objects creating sparks and fire’
Mark Haranas / CRN: ‘Objects’ StrikeSpark Fire At AWS Data Center In The Middle East
Kahekashan / The Hans India: AWS Data Centres in UAE and Bahrain Hit by Outage After ‘Objects’ Strike Facility
Alexei Oreskovic / Fortune: Making sense of the OpenAI-Anthropic-Pentagon tempest
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Monica Marks / @monicalmarks: The most serious Iranian hit overnight in the UAE. AI & data are key strategic priorities for the UAE. Remember that Dubaiespeciallyis not a petro-economy anymore. Decades upon decades of painstakingly laborious effort went into building economies beyond oil in the GCC.
@naval: Drones are easy to makehard to stopand bring Mutually Assured Destruction to conventional warfare.
Patrick Henningsen / @21wire: The Iranians know which servers are running US military AI platforms...
@nixcraft: One of AWS data centers in the UAE caught fire after being hit by ‘objects’ (maybe be a drone or missile) amid the Middle East conflict. UAE based data center like AWS and others are heavily used by import/export companiesbanking & financeshippingITEnergy& regional govt [image]
Dr. Cinzia Bianco / @cinzia_bianco: Amazon temporarily shuts down its data center in UAE after being hit. The UAE strongly believes in AI and badly wants to host AI data centerswhich are rare and extremely costly to build. This escalation is problematic in that waytoo.
Daniel Eth / @daniel_271828: I think it was @hendrycks who first suggested large datacenters should be located away from population centersbecause they could become military targets. Seems sensible.
Nate Endicott / @endicottinvests: Well compute just got slightly more expensive. $NBIS
Nik / @ns123abc: 🚨 BREAKING: AMAZON AWS DATA CENTER BOMBED IN UAE >iran launched retaliatory missile and drone strikes on uae >strikes hit airportsportsresidential areas >amazon's main Middle East data center hit >ME-CENTRAL-1 just went fully offline WTF 💀 [image]
@severeengineer: absolutely legendary post-mortem in the works for this one that one gcp outage due to a flood in france will have nothing on this
Josh Billinson / @jbillinson: “objects that struck the data centercreating sparks and fire” is like a tech “officer involved shooting”
Lukasz Olejnik / @lukolejnik: “Objects that struck the data center” - the gentlest description of a missile strike since “special military operation”?The first time in history an “availability zone” became unavailable for ballistic reasos. Amazon's data center in the United Arab Emirates went down overnight
@autismcapital: Crypto bros: “Bitcoin can't *checks recent notes* be hit by Iranian cruise missiles.”
Maddy Catgirlprostate / @catgirlprostate: It never even occured to me how valuable datacentres would be as military targetsI just never really thought of it but it's so obvious in retrospect
Greg Osuri / @gregosuri: I've predicted this several times beforelarge hyperscale datacenters are sitting ducks in global conflicts. Decentralizing is the only real way for resilience.
Nathan Lands / @nathanlands: I've been talking to everyone that will listen for months now that centralized data centers will be a top target in time of war. America needs its own sovereign inference infrastructure.
@hotaisle: Data centers are not built for war. All you have to do is take out even a portion of the cooling / electrical systems and the whole building shuts down. These mega projects are giant targets.
Philippe Lemoine / @phl43: “one of our Availability Zones (mec1-az2) was impacted by objects that struck the data centercreating sparks and fire” I guess that's one way to put it.
David Phillips / @davidpco: this is the first ever data center bombing the beginning of an ugly trend
Guillermo Rauch / @rauchg: Last year we announced the Vercel Dubai region (𝚍𝚡𝚋𝟷) on AWS 𝚖𝚎-𝚌𝚎𝚗𝚝𝚛𝚊𝚕-𝟷. A region is made up of multiple availability zones (AZs). The AWS availability zone 𝚖𝚎𝚌𝟷-𝚊𝚣𝟸 just got 💥 bombed. Our primary traffic ingress AZ has been unaffected. Fluid functions [image]
Bluesky:
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| Bloomberg: |
More:
Times of India: Iran's internet shutdown extends for more than 2 days amid US-Israel cyberattack reports
Dylan Butts / CNBC: The digital front: Iran's internet down for second day amid reports of U.S.-Israel cyberattacks
Aisha Down / The Guardian: Internet blackout is tool of desperate regime to isolate Iranianssay experts
Chiara Castro / TechRadar: ‘Near-complete shutdown’ — Iranians face third day of internet blackout as connectivity hits 1%
Zack Whittaker / TechCrunch: Hackers and internet outages hit Iran amid US air strikes
| Echo Wang / Reuters: |
| Matt Swider / The Shortcut: |
Qualcomm unveils the 3nm Snapdragon Wear Elite SoC for smartwatchesoffering a Hexagon NPU that it says can run on-device AI models with up to 2B parameters — - ⌚ Qualcomm's first new wearable platform tier in 3 years debuted at MWC 2026 — 🧠 First-ever NPU in a wearable chip … More:
Qualcomm: Qualcomm Debuts AI-Native Wi-Fi 8 Portfolio Unifying Client and Network Connectivity for AI Era Performance
Qualcomm: Qualcomm Announces 5G-Advanced Leap with Qualcomm X105 5G Modem-RF - World's First R19-Ready ModemLaying the Foundation for 6G
Chris Harper / HotHardware: Qualcomm Unveils Wi-Fi 8-Fueled Snapdragon Wear Elite Platform With Native AI For Ultra-Fast Connectivity
James Peckham / PCMag: Qualcomm's Newest 5G Modem Is Built to Power Agentic AI Features
Laurent Giret / Thurrott: MWC 2026: Qualcomm Announces First Wi-Fi 8 Chip and Prepares For 6G Launch in 2029
Marko Maslakovic / Gadgets & Wearables: Samsung's next Galaxy Watch is getting Qualcomm's new 3nm chip
Katie Collins / CNET: SamsungGoogle and Motorola to Make AI WatchesPinsPendants With New Qualcomm Chip
Nina Raemont / ZDNET: How Qualcomm's new wearables chipset could spell the end of smartphone dominance
Rajesh Pandey / Android Police: Samsung abandons Exynos for its next Galaxy Watch
Manisha Priyadarshini / Digital Trends: Qualcomm readies phones for Wi-Fi 8Bluetooth 7and faster 5G era
Pradeep Viswanathan / Neowin: Qualcomm announces Snapdragon Wear Elite SoC targeting premium wearables
Harsh Shivam / Business Standard: Qualcomm unveils Snapdragon Wear Elite chip for on-device AI on wearables
G. S. Vasan / Digit: Qualcomm unveils Snapdragon Wear Elite with AI and 5G support for next-gen smart wearables at MWC 2026
Business Today: Qualcomm launches Snapdragon Wear EliteFastConnect 8800and X105 5G Modem at MWC 2026
Aamir Siddiqui / Android Authority: Samsung confirms the next Galaxy Watch will jump to Qualcomm's new SoC
Alex Hernandez / Techaeris: MWC 2026: Snapdragon Wear Elite platform announced by Qualcomm
Sumit Adhikari / SammyGuru: Qualcomm's Snapdragon Wear Elite to Power Next Galaxy Watch
Dan Bracaglia / Tom's Guide: I just saw the future of smartwatches — Here's how AI will supercharge your next Galaxy and Pixel Watch
Eliane Fiolet / Ubergizmo: Qualcomm Launches Snapdragon Wear Elite at MWC 2026Bringing Dedicated On-Device AI to Wearables
Victoria Song / The Verge: Qualcomm's new chip is geared toward wearable AI gadgets
X:
@snapdragon: A new world of personal AI experiences is here. #Snapdragon Wear Elite is our first wearable platform with an integrated NPUbringing powerful on-device AI and breakthrough performance to a new generation of wearable form factors. [video]
Max Weinbach / @mweinbach: Qualcomm has GoogleSamsungand Motorola on stage talking about how they're using the Qualcomm platforms (and soon Snapdragon Wear Elite) to power their upcoming AI experiences [image]
Sabrina Ortiz / @sabrinaa_ortiz: AI wearables are about to explode in 2026and platforms like Qualcomm's new Wear Elite are why. It serves as the foundation for an entirely new wave of AI-native devices. What stands out: • Hexagon NPU capable of running up to 2B-parameter models locally • 5× faster [image]
Alvin / @sondesix: It's official! For the first time everSamsung will switch from Exynos to Snapdragon for their upcoming smartwatches. That means the next Galaxy Watch products will be powered using Qualcomm's Snapdragon Wear Elite chip. [image]
Max Weinbach / @mweinbach: What's cool is the Snapdragon Wear Elite can run 2B parameter modelscan hit 200ms TTFTand generate at up to 10 tokens per second [image]
Ryan Shrout / @ryanshrout: Qualcomm just announced the new @Snapdragon Wear Elite platform and it's a massive upgrade: 3nm process and a dedicated Hexagon NPU for on-device AI up to 2B parameters. With the expected growth in the wearables segment due to more fluid AI integration at the edgethis is [image]
| Will Sattelberg / 9to5Google: |
More:
Brandon Vigliarolo / The Register: QualcommNvidia ready for ‘AI-native’ 6Gif only the world knew what it was
Patrick O'Rourke / XDA Developers: Qualcomm is already laying the groundwork for 6G
Kellen / Droid Life: 6G Gets an Early Launch Date
Qualcomm: Qualcomm and Other Industry Leaders Commit to 6G Trajectory Towards Commercialization Starting from 2029 Onwards
James Maguire / Techstrong IT: Qualcomm Maps the AI-Native Future of Wireless at MWC 2026
Sanuj Bhatia / Tom's Guide: I just saw Wi-Fi 8 in actionand it might be the first internet upgrade in years that actually makes sense
Tyler Lee / Android Headlines: Qualcomm's 6G Push: Industry Coalition Aims to Launch Commercial 6G by 2029
Harkaram Grewal / Implicator.ai: Qualcomm Launches First Wi-Fi 8 Chip at MWCTargets 6G Commercial Networks by 2029
Asif Iqbal Shaik / SamMobile: Future Galaxy phones and laptops could have Wi-Fi 8Bluetooth 7and Thread
Catherine Sbeglia Nin / RCR Wireless News: Qualcomm brings AI focus to Wi-Fi 8 rollout with new portfolio
Allison Johnson / The Verge: Qualcomm's new smartphone modem is skipping ahead.
Thomas Ricker / The Verge: Qualcomm joins the Wi-Fi 8 silliness era.
X:
Durga Malladi / @durga_malladi: At #MWC2650+ global partners aligned with us on a milestone-driven path to #AI-native #6Gwith pre-commercial systems in 2028 and commercialization starting in 2029. Built AI-native from day one6G unifies ConnectivityWide-Area Sensingand High Performance [image]
Ryan Shrout / @ryanshrout: Wireless connectivity is the feature that made @Qualcomm the powerhouse that it is todayand the company is looking to remind everyone of that during Mobile World Congress this week. It's easy to get distracted by the AI excitementbut the a key story is the connectivity that [image]
@qualcomm: See how we're building the pathway to #6G at #MWC26: •Global 6G coalition with 2029 rollout •Industry-leading Qualcomm X105 5G modem •AI-driven Qualcomm #Dragonwing RAN •New Wi-Fi 8 portfolio •Personal AI with @Snapdragon Wear Elite •AI-driven factory ops with @Siemens
Cristiano R. Amon / @cristianoamon: 6G will be critical infrastructure for AI. @Qualcomm joined industry leaders at #MWC26 on a milestone-driven roadmap toward commercial 6G starting in 2029with standardsvalidation and pre-commercial demos in 2028. Explore the milestones: https://www.qualcomm.com/... See our [image]
Sascha Segan / @saschasegan: And #MWC26 begins with a bang: @Qualcomm is inaugurating the era of 6G - the network designed for the needs of the AI age - with an absolutely amazing set of partners. Look at that list! https://www.qualcomm.com/... [video]
Max Weinbach / @mweinbach: We're now into what I think is the most interesting Qualcomm press conference of the dayRise of Personal AI @AlexKatouzian is leading it talking about their partnersAI leaders pushing itand the 5.3B opportunity in wearables by 2032 [image]
Don McGuire / @donnymac: 6G momentum is real at #MWC26. @Qualcomm and industry leaders are collaborating in a milestone-driven collaboration to accelerate AI-native 6Gwith pre-commercial demos in 2028 and commercial rollout starting in 2029. This is how new experiences and services take shape when [image]
| Ben Schoon / 9to5Google: |
Lenovo's Motorola partners with the GrapheneOS Foundation to preinstall the privacy-focused“de-Googled” version of Android on upcoming Motorola smartphones — Following rumors swirling for quite some timeMotorola has announced a partnership with GrapheneOS that will see the privacy-focused … More:
Motorola: Motorola announces a partnership with GrapheneOS Foundationmarking a new chapter in smartphone security and expanding its enterprise portfolio
Paul Thurrott / Thurrott: MWC 2026: Motorola Partners with GrapheneOS
Richard Speed / The Register: Motorola partners with GrapheneOS for future phones
David Uzondu / Neowin: Motorola announces partnership with GrapheneOS Foundation
Mike Viray / Phandroid: Your Next Motorola Phone Could Come with GrapheneOS
X:
@grapheneos: We're happy to announce a long-term partnership with Motorola. We're collaborating on future devices meeting our privacy and security standards with official GrapheneOS support. https://motorolanews.com/...
Keith / @gnukeith: Once again I'm reminded of how terrible the privacy space is sometimespeople for years have been asking GrapheneOS to support other devicesand now that it is finally happening it isn't good enough. Pixels will still be supportedit's cool that we are getting alternatives.
Paolo Ardoino / @paoloardoino: Great news. My first mobile phone was a Motorola.
Bluesky:
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BeauHD / Slashdot: Motorola Partners With GrapheneOS
| Julian Chokkattu / Wired: |
More:
Lenovo StoryHub: Lenovo Expands MobilityCreativityand Productivity with New Consumer AI LaptopsTabletsand Concepts at MWC 2026
Kyle Kucharski / ZDNET: Hands-on with Lenovo's modular laptop: a promising concept (and not too far-fetched)
Ivan Jenic / Neowin: Lenovo's wildest MWC 2026 concepts include a foldable gaming PC and an AI desk clock
Antonio G. Di Benedetto / The Verge: Lenovo made a Framework-like laptop with modular ports — and a second screen
Michael Crider / PCWorld: Lenovo's coolest new ideas will stay concepts (for now)
Paul Thurrott / Thurrott: MWC 2026: Lenovo Announces New YogaIdeaPadand Legion PCsTabletsPeripherals and Concepts
Lenovo StoryHub: Lenovo Scales Trusted AI-Powered Business Computing Through Modular Innovation and Enterprise Platforms
Andrew Liszewski / The Verge: A robot arm with puppy dog eyes is just one of Lenovo's new desktop AI concepts
Matt Hanson / TechRadar: Lenovo just showed me the future of laptops at MWC 2026 — and it didn't mention AI once
Jess Kinghorn / PC Gamer: Lenovo's luxurious Strix Halo laptop features an on-device drawing tabletup to 128 GB of RAMand an eye-watering price to match
Paul Lilly / HotHardware: Lenovo Showcases Foldable Legion Go Handheld And Yoga Book Pro 3D Concepts
Abhimanyu Ghoshal / New Atlas: Lenovo's wild gaming handheld concept unfolds into a laptop
Matthew Buzzi / PCMag: Lenovo's ModularTwo-Screen ThinkBook Is the Futuristic Laptop I'm Rooting For
Cheyenne MacDonald / Engadget: Everything announced at MWC 2026: Lenovo's wild foldable gaming handheldHonor's Robot Phoneand more
Habeeb Onawole / Notebookcheck: Lenovo's AI Work Companion Concept is an evolution of its defunct Smart Clock Essential
Antonio G. Di Benedetto / The Verge: Hey 3D artistsdo any of you actually want a laptop like this?
Matt Elliott / CNET: Double Vision: Lenovo Shows Off Detachable Dual-Screen ThinkPad Concept at MWC 2026
Antonio G. Di Benedetto / The Verge: Here comes another gaming laptop built around integrated graphics.
Antonio G. Di Benedetto / The Verge: Lenovo's redesigned ThinkPad Detachable tablet has a bigger screen and legit keyboard
| Reuters: |
Nvidia says it plans to invest $2B each in photonic product makers Lumentum and Coherent to support the companies' R&D and manufacturing operations in the US — Nvidia (NVDA.O) will invest $2 billion each in photonic product makers Lumentum (LITE.O) and Coherent (COHR.N) … More:
Nvidia Newsroom: NVIDIA Announces Strategic Partnership With Lumentum to Develop State-of-the-Art Optics Technology
Jake Dabkowski / Pittsburgh Business Journal: Nvidia investing $2B in Coherent
Stevie Bonifield / The Verge: Nvidia's spending $4 billion on photonics to stay ahead of the curve in AI
Amit Chowdhry / Pulse 2.0: NVIDIA: $2 Billion Investment In Coherent To Scale AI Data Center Infrastructure
Britney Nguyen / MarketWatch: Coherent and Lumentum shares pop on Nvidia deals. Why optical stocks are so hot these days.
Kai Nicol-Schwarz / CNBC: Nvidia to invest $4 billion into photonics companies Coherent and Lumentum
Luke Kawa / Sherwood News: Lumentum and Coherent surge after Nvidia invests $2 billion apiece to develop advanced optics technologies
Nicholas G. Miller / Wall Street Journal: Nvidia to Invest $2 Billion in Both Lumentum and Coherent
Trader Edge / Blockonomi: Nvidia Commits $4B to Lumentum and Coherent for AI Optical Technology Expansion
| The Information: |
Sources: at Apple's requestGoogle investigated hosting servers inside its data centers to run a Gemini-based Siri while abiding by Apple's privacy standards — In Januarywhen Apple announced an agreement to use Google's Gemini models in Apple productsit was an admission that the iPhone maker … More:
Hartley Charlton / MacRumors: Report: Apple Asks Google to Run Siri on Its Servers
Benjamin Mayo / 9to5Mac: Some Apple AI servers are reportedly sitting unused on warehouse shelvesdue to low Apple Intelligence usage
William Gallagher / AppleInsider: Apple either over- or under-invested in server hardwaredepending on how you read this report
Usman Qureshi / iPhone in Canada: Apple May Pay Google $1 Billion to Host Siri
Rich Smith / Motley Fool: Why Did Alphabet Stock Drop Today?
Jonny Evans / Apple Must: Will Apple abandon private cloud AI?
| Claude: |
Anthropic launches a tool to bring a user's preferences and context from other AI platforms to Claude with one copy-paste commandavailable on all paid plans — Bring your preferences and context from other AI providers to Claude. With one copy-pasteClaude updates its memory and picks up right where you left off.More:
Lauren Forristal / TechCrunch: Users are ditching ChatGPT for Claude — here's how to make the switch
Lance Whitney / ZDNET: Ditching ChatGPT for Claude? How to easily transfer your memories and preferences
Shannon Connellan / Mashable: Claude is down: What we know about the Anthropic outage
Jackson Chen / Engadget: Anthropic's Claude can now absorb your past conversations with other AI chatbots
Bruce Gil / Gizmodo: Anthropic Improves Feature to Switch From Competitors as Users Call for ChatGPT Boycott
Ben Patterson / PCWorld: This prompt reveals what your AI knows about you
Jennifer Mattson / Fast Company: Switching to Anthropic? Claude can now take your memories from ChatGPTGemini and Copilot
X:
Greg Feingold / @gregfeingold: Ready to make the switch? https://claude.com/... [image]
M.G. Siegler / @mgsiegler: Now atop the AI triumvirate... [image]
@jerusalemdemsas: I really enjoy using ChatGPT and think it is genuinely more useful than other chatbots for various tasks but I can't in good conscience keep paying for it. I downloaded my data and ended my pro account today. Claude makes it easy to import your memory over. I recommend that
Soren Kierkegaard / @bumrahbachi: If I was Anthropic I would be adding a $40 plan or burning some of the 30 billion in the next few days [image]
@kimmonismus: holycompetition is heating up a lot Anthropic introduces a memory feature that lets users transfer their context and preferences from other AI tools into Claude by copying a generated prompt and pasting the result into Claude's memory settings. This allows Claude to [video]
@cryptopunk7213: anthropic fucking killed it with this. so many people will start using claude. new feature lets you import your *entire* memory from chatGPTGemini etc into Claude so it *instantly* knows everything about you. no more reminding claude who you are. the best fucking part is it [image]
| Zheping Huang / Bloomberg: |
Shanghai-based MiniMax reports 2025 revenue up 159% YoY to $79Mabove $71.4M est.and a $1.87B net lossup from a $465.2M net loss in 2024after its IPO — MiniMax Group Inc. reported a better-than-expected 159% surge in revenue in 2025reflecting the torrid growth that's drawn investors to China's leading OpenAI rivals.More:
Vincent Chow / South China Morning Post: Chinese AI firm MiniMax's revenue jumps 159% to US$79 million on strong demand
| David Heaney / UploadVR: |
ByteDance shares details about its “Project Swan” headsetset to launch this year with a 4,000-PPI micro-OLED displayand unveils Pico OS 6its new XR OS — ByteDance's Pico announced the key display and compute specs of its “Project Swan” headsetcoming later this year … More:
Nicholas Sutrich / Android Central: TikTok's Meta Quest rival is finally coming to the US this yearalongside a new headset and redesigned OS
Scott Stein / CNET: Bytedance's Upcoming Project Swan VR Headset Wants to Be the Computer Meta's Isn't Yet
Kyt Dotson / SiliconANGLE: Pico introduces next-gen VR OS 6 and teases 2026 flagship headset ‘Project Swan’
Edward Chester / PCGamesN: Pico Project Swan could be a game-changer for VR headset image qualitywith beyond Apple Vision Pro pixel density
Duncan Robertson / GamesRadar: Pico's next VR headset will launch against Valve in 2026but it doesn't look like the Steam Frame rival I was hoping for
X:
David Heaney / @heaney555: This is essentially the first true competitor to Apple Vision Pro. Why? Because others have followed the hardwarebut only Pico is currently following the software architecturewhich matters more for the long-term.
@nathievr: Here's a first look at Pico's new operating system set to run on Project Swantheir upcoming spatial computer. It closely resembles visionOS on Vision Pro which I see as a positive. Apple's OS represents the gold standard in the XR space for intuitive navigation. Can't wait! [video]
Nicholas Sutrich / @gwanatu: Pico is officially coming to North Americaand that's a really big deal for the XR market. We don't have dates or prices yetbut you can even apply to test the new Project Swan headset out ahead of launch by signing up at Pico's global launch website https://www.androidcentral.com/ ...
Pico Xr / @picoxr: The “Swan” is on its way. Coming Global in 2026. The next generation of PICO is here. #PICO #ProjectSwan #TechReveal [image]
Luna / @lunayian: First look at PICO OS 6which also introduces the Pico Spatial Engine rendering pipeline. [image]
@jdunrrp: PICO OS 6 Looks Official! This is the all new XR operating system designed exclusively for @PICOXR upcoming headset! The Spatial Computing Wars Are Truly Heating Up🔥 Loving the Cloud Crystal (Liquid Glass Style) Design! The Apple influence is strong but in a good way🚀 [video]
Jason Jiesi Ma / @jasonjiesima: PICO OS 6 is the all-new XR operating systemdesigned exclusively for Project Swan. Introduce PICO Spatial Enginea unified rendering architecture. It delivers spatial multitasking. Run multiple 3D apps2D appswith your virtual and physical environments simultaneously. It's [image]
| Sarah Perez / TechCrunch: |
X announces a “Paid Partnership” label that creators can apply to their posts to indicate they're ads; until nowcreators relied on hashtags to label posts — Social network X on Monday announced the introduction of a new “Paid Partnership” label that creators can apply to their posts to indicate they're advertisements.X:
Nikita Bier / @nikitabier: Today we're announcing Paid Partnership labels on posts. X's core value is providing on authentic pulse on humanity. While we want to encourage people to build their businesses on Xundisclosed promotions hurt the integrity of the product and lead people to distrust the content [video]
Benjamin Cowen / @intocryptoverse: 90% of crypto influencers now need to now find a new business model that does not just involve them pretending to like a project that they were paid to promote allowing them to dump their “allocations” on the people that trusted them
Robin / @xdnibor: Every week X drops a new feature where I think “wait why the fuck is this a new featurewhy was this never a thing?” And then I remember Twitter management sucked ass and really didn't care about the platform at all.
Nikita Bier / @nikitabier: @RampCapitalLLC We are currently focused on pay-per-post promotions that have run rampant recently. In many casesinvestor disclosures are often communicated in the language of the post.
Nikita Bier / @nikitabier: @decensorednews We currently allow users to report herebut we will soon be adding this in the Reporting flows directly on posts. https://help.x.com/...
Ali / @endingwithali: ive seen SOOOO many improperly or completely undisclosed sponsored posts on this platformeven from my software peers when they were ads and meant to be ads. ads must CLEARLY be labeled as an advertisement - with a clear tagging of something like # ad# sponsored# gifted
Allegra Jacchia / @allegrajacchia: This is about enabling monetization without compromising authenticity or transparency for creators. The Paid Partnership label makes disclosure seamless — strengthening trust across the global town square.
@impenny2x: This is one of the best transparency upgrades to 𝕏 since Elon took over. I have turned down more than one “offer” because the expectation was that you do not disclose. I hope it is brutally enforced. 𝕏 wins by dominating in authenticity and accountability and this is it.
@rampcapitalllc: @nikitabier How do you view investments? For example I'm an investor in hundreds of startupsand occasionally they will have product launches or announce funding or just general information I would like to share. Do you envision that requiring disclosure as well? Would an “investor” tag
Dax / @thdxr: this is good there's now no excuse to explicitly mark these anyone who doesn't (and the company paying) is actively trying to deceive you
Brian Roemmele / @brianroemmele: This is absolutely brilliant and needed. I would be honored to mention something I USE to anyone. I already do. If this can also fund my work by participating in a partnership AND you know it,this is welcome news. As long as it is disclosed and aligns with the account.
Bluesky:
| New York Times: |
A profile of Palmer Luckey and his startup Andurilwhich has more than $6B in global contractshad roughly $2B in revenue last yearand is valued at ~$31B — Within minutes of arriving at a security conference with U.S. defense and intelligence officials in December … | Blake Brittain / Reuters: |
SCOTUS declines to hear a dispute over copyrights for AI-generated materialin a case where a computer scientist was denied a copyright for AI-generated art — The U.S. Supreme Court declined on Monday to take up the issue of whether art generated by artificial intelligence … More:
Jason Nelson / Decrypt: Supreme Court Declines AI Copyright CaseExtending Legal Setback for AI-Generated Works
Emma Roth / The Verge: AI-generated art can't be copyrighted after Supreme Court declines to review the rule
Jackson Chen / Engadget: The Supreme Court doesn't care if you want to copyright your AI-generated art
Steve Garrison / Courthouse News Service: Supreme Court denies appeal in AI-generated art case
Bluesky:
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| Vignesh R / Tech Funding News: |
| Carl Franzen / VentureBeat: |
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X:
@alibaba_qwen: 🚀 Introducing the Qwen 3.5 Small Model Series Qwen3.5-0.8B · Qwen3.5-2B · Qwen3.5-4B · Qwen3.5-9B ✨ More intelligenceless compute. These small models are built on the same Qwen3.5 foundation — native multimodalimproved architecturescaled RL: • 0.8B / 2B → tinyfast[image]
Karan / @karankendre: Me realising I can run these models locally on my M1 MacBook Air for free [video]
@ollama: The Qwen 3.5 small model series is now available ollama run qwen3.5:9b ollama run qwen3.5:4b ollama run qwen3.5:2b ollama run qwen3.5:0.8b All models support native tool callingthinkingand multimodal capabilities in Ollama.
Elon Musk / @elonmusk: @Alibaba_Qwen Impressive intelligence density
| Cristina Cueto / DatacenterDynamics: |
| Max A. Cherney / Reuters: |
More:
Maximilian Schreiner / The Decoder: ASML plans to expand beyond chip lithography into advanced packaging
| Jordyn Holman / New York Times: |
| Foreign Affairs: |
More:
Maximilian Schreiner / The Decoder: Thousands of procurement documents show how China's army wants to weaponize AI
X:
Steve Hou / @stevehou: Kyle wrote an op-ed about a picture [image]
Paul Heer / @pauljheer: “Beijing is not scrambling to take advantage of Trump's chaos because it does not need to.”
Kyle Chan / @kyleichan: “China is Winning by Waiting” In my NEW piece for @ForeignAffairsI argue that China shares some of Trump's transactional approach to geopoliticsusing carrots and sticks to get what it wants. The difference is that China is more predictable. https://www.foreignaffairs.com/ ...
Earlier Picks
| Zack Abrams / The Block: |
More:
X:
@vitalikbuterin: Nowaccount abstraction. We have been talking about account abstraction ever since early 2016see the original EIP-86: https://github.com/... Nowwe finally have EIP-8141 ( https://eips.ethereum.org/... )an omnibus that wraps up and solves every remaining problem that AA was
@vitalikbuterin: This is quite an impressive experiment. Vibe-coding the entire 2030 roadmap within weeks. Obviously such a thing built in two weeks without even having the EIPs has massive caveats: almost certainly lots of critical bugsand probably in some cases “stub” versions of a thing
Michael McGuiness / @mikemcg0: Ethereum will disproportionately benefit from AI vs alt L1s. “Bitcoin will absorb all innovation” was a meme that never came true. But I think it will be true for Ethereum. Ethereum's biggest risk has always been technological obsolescence by faster-moving competitors. But if
| Sharon Klyne / Bloomberg: |
More:
| J. Scott Davis / Federal Reserve Bank of Dallas: |
X:
Ethan Mollick / @emollick: The job impacts of AI are going to be complicatedboth over time & within categories. I wish we had more granular data on juniors versus seniorssystem integrators versus primary developersetc. (i know many scholars are working on this) Also macro factors swamp AIfor now
LinkedIn:
Pon SagnanertCFA: New Dallas Fed research by Scott Davis suggests AI may be reshaping career ladders more than eliminating work outright. …
| Nicole Cobler / Axios: |
More:
Lucas Nolan / Breitbart: Self-Driving Waymo EV Blocked First Responders at Austin Mass Shooting Scene
Peter L. Scamardo II / MySanAntonio.com: Waymo goes viral after blocking EMS during deadly Austin shooting
Karoline Leonard / Austin American-Statesman: Waymo robotaxi blocks EMS ambulance responding to Austin mass shooting
X:
Laura Loomer / @lauraloomer: This is really unacceptable.
Alex Goldman / @agoldmund: The Industrial Revolution and its consequences have been a disaster for the human race.
Don Winslow / @donwinslow: Obscene. How do you explain this @Waymo???
@cremieuxrecueil: I think in situations like thisthe police should be able to push the Waymo out of the way and Google should be forced to cover the bill. Waymos blocked traffic during the power outage in SF and now they've impaired the response to a mass shooter. Enough!
Bluesky:
| Lucas Shaw / Bloomberg: |
X: @animated_antic@ourand_puck@pkafka@whenbatmenfly@morningbrew@spongieupdates@cgasparino@ooccouchgags@jacobfisherdf@engmohammed_ks@discussingfilm@blewis1103@whatonnetflix@lucas_shaw@lucas_shawand @lucas_shaw
Bluesky: @nextdoorsv@nextdoorsvand @carnage4life
Threads: @gregoryellwood and @gk_ventures
More:
Vikki Blake / GamesIndustry.biz: Warner Bros. Discovery is “rebuilding its video game pipeline” after a “significant” 2025
Daniel Arkin / NBC News: Democratic lawmakers want to know what Trump officials said to Netflix chief about WBD deal
Fox Business: Why Netflix's CEO dropped his bid to buy Warner Bros Discovery and Trump 'didn't care'
Nick Venable / CinemaBlend: Will Netflix Seek Movie Theater Opportunities After Ending Pursuit Of Warner Bros? What The CEO Says
Justin Carter / Gizmodo: Netflix CEO Ted Sarandos Opens Up on Losing Warner Bros. Deal
Pamela McClintock / The Hollywood Reporter: Ted Sarandos on Netflix Nixing Warner Bros. BidTrump's RoleDavid Ellisonand How the Streamer Is Closer to Cinema Owners Than Ever
Joelle Daniels / GamingBolt: Netflix CEO Didn't Pursue Warner Bros. Discovery Acquisition Further Because “We Didn't Need It”
Erik Gruenwedel / Media Play News: Netflix's Ted Sarandos: We Were Dealing With ‘UnusualIrrational’ Competitor in WBD Sweepstakes
Barrett Media: Netflix' Ted Sarandos Says Future Remains Bright Despite Dropping Out of Warner Bros. Bidding
David Satin / The Streamable: Netflix execs project confidence after WBD failure
Eric Fisher / Front Office Sports: Paramount Plans to Merge Streaming Service with HBO Max After WBD Deal Closes
Erik Swann / CinemaBlend: The Major Impact Paramount Acquiring Warner Bros. Will Have On HollywoodAccording To Netflix CEO: 'I Hope I'm Wrong'
Glenn Garner / Deadline: Ted Sarandos “Unlikely” To Attempt Another Netflix M&A After Ceding Warner BrosTeases “Open Dialogue” With Theater Owners
Terrence O'Brien / The Verge: Netflix Co-CEO Ted Sarandos says he's not pivoting to another studio after losing out on Warner Bros.
Josh Dickey / The Wrap: Ted Sarandos Says Netflix Lost Warner Bros. Bid to ‘Irrational’ Paramount Offer: 'Maybe It's to Our Advantage
JoshWilding / Comic Book Movie: Netflix CEO Ted Sarandos Reveals Why The Streamer Didn't Battle Paramount For Warner Bros.
Luke Bouma / Cord Cutters News: Netflix Co-CEO Details Decision to Exit Warner Bros. Discovery Bidding War
William Earl / Variety: Netflix Boss Ted Sarandos Speaks Out After Losing Warner Bros. Bid: Paramount Offers Were ‘Irrational,’ Relied on Political Pressure Because it's ‘Cheaper to Make Noise’
Rianna de Bono-Smith / Screen Rant: Netflix CEO Ted Sarandos Explains Why He Quit The Battle For Warner Bros.
Charles Gasparino / New York Post: How tampons in the men's room helped derail the Netflix-Warner Bros. deal
X:
@animated_antic: I'll believe it when I see it in terms of Netflix trying to commit to more theatrical releases (and maybe even home video deals)but I will be at least happy if they do commit to this. Films deserve to be cherished in theaters and deserve home video releases for people to see.
John Ourand / @ourand_puck: Lucas Shaw: “There are a lot of people online who speculated that this was the plan all alongthat you would just saddle Paramount with a bunch of debtmake them overpayand then walk away with a bunch of money.” Ted Sarandos: “There are easier ways to make $2.8 billion.”
Peter Kafka / @pkafka: Two months ago Trump said it was “imperative” that CNN get new owners. But Netflix boss Ted Sarandos says Trump's statement (or anything else he said in public) had nothing to do with Netflix backing away from its Warners bid. https://www.businessinsider.com/ ... [image]
@whenbatmenfly: “Unlikely to go after another studio in the next 6 to 12 months.” They know the deal won't pass and they will go again after WBmaybe get it for cheaper.
@morningbrew: This Ted Sarandos quote is basically a post-credits scene: [Image: “If you feel like this is a rare assetthat also means that an asset like this may not come up again anytime soonright? Possibly. Or if you look at the history of Warner Bros...."]
@spongieupdates: Like I said beforeI think this would be a great opportunity for Netflix to go all in with expanding their business and filling the void of the fifth major studio. Having traditional theatrical releases on top of their regular streaming service would be chef kiss.
Charles Gasparino / @cgasparino: Sarandos was going to face the entire GOP and conservative movementwhich would have been costly so maybe it was purely the numbers but not in the way he's saying. @netflix has a real problem w at least 51% of the country https://nypost.com/...
@ooccouchgags: It took nearly getting Warner Bros for Netflix to realise “Releasing films into theaters can....actually be fun and gives us money beyond awards for certain films”
Jacob / @jacobfisherdf: I could see them turning NARNIA into a full 4-week theatrical release (currently it's limited to just IMAX theaters only). Then if that goes well I could see them potentially buying a much smaller studio so they can inherit their theatrical capabilities for domestic releases.
Mohammed Ks / @engmohammed_ks: @whatonnetflix @business Everyone knows that Paramount is burdened with debthas a market value of $11 billion and is unable to protect Warner Bros. from collapse. More importantly it will reduce the size of projects and consolidate its streaming platformsand I don't think they will preserve the brand
@discussingfilm: Ted Sarandos has revealed that they may do more theatrical opportunities with Netflix titlesdespite the Warner Bros deal not going ahead. “I think we're gonna find a bunch of cool things to do together going forward. I could see us doing things that we haven't done before.” [image]
Brandon Lewis / @blewis1103: UghI hate to give him anythingbut Ted Sarandos nibbled with that “if they are six or seven times leveredthey need to make some money” bitcalling them supermax broke af.
@whatonnetflix: Ted Sarandos has reflected on losing the bidding war for Warner Bros. to Paramount in a new interview on @business Highlights: - Knew they'd drop the deal quickly if Paramount was accepted as the superior offer: “We had done all the scenario planningso we didn't have to go [image]
Lucas Shaw / @lucas_shaw: He also addressed the Susan Rice comments for the first time and said Netflix won't face any further investigation but the DOJ. [image]
Bluesky:
@nextdoorsv: My sense is that a lot of industry types didn't want Netflix to acquire Warner because they hate the tech guys. — But if this interview is correctthen Ellison is going to need to cut $16 billion in costs to make the math work. And that's going to mean a lot of layoffs. And that's even worse. …
@nextdoorsv: RIP SoCal's economyCalifornia's unemployment rateand California's state budget. — Andrememberif California's state budget crashes outso does funding for 95% of California's school districts because of LCFF.
Dare Obasanjo / @carnage4life: Netflix's stock was up +14% on Friday after bowing out of the bidding war for Warner Bros. The company will get a $2.8B breakup fee and won't have to deal with a bunch of antitrust headaches or distractions about releasing movies in theaters. — A smart call and win for shareholders.
Threads:
Gregory Ellwood / @gregoryellwood: this whole interview is a bit of a must read as Sarandos is quietly telling or confirmingtake your picksome things about WBD's potential new owner between the lines...
Greg Kahn / @gk_ventures: Great reporting @lucas_shaw. Worth highlighting Sarandos calling out New Jersey's incentive as a blueprint for federal policy...that's a massive endorsement. Huge credit to @govmurphy and Tim Sullivan for building a film & production ecosystem that a Netflix co-CEO is pitching directly to the President. …