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Filing: the Pentagon says Anthropic's use of foreign workers, including from China, poses security risks and that its case is "different" from other companies' (Maria Curi/Axios)
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Verily raised $300M led by Series X Capital, giving it ~2 years of runway per a source; Alphabet remains an investor but no longer has a controlling stake (Axios)
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Sources: Kalshi is raising ~$1B led by Coatue at a $22B valuation, up from the $11B valuation announced in December, and has a revenue run rate of ~$1.5B (Yuliya Chernova/Wall Street Journal)
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Amazon acquires Zurich-based autonomous robotics startup Rivr, formerly Swiss-Mile; PitchBook: the startup was valued at $110M in an August 2024 funding round (The Information)
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Signal's Moxie Marlinspike says his privacy-focused AI platform Confer will integrate its encryption tech into Meta AI to provide E2EE for chatbot interactions (Wired)
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Sources: Google has started consumer beta testing of a dedicated Gemini AI app for the Mac, as it seeks to compete with Mac apps for ChatGPT and Claude (Mark Gurman/Bloomberg)
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Bluesky raised a $100M Series B led by Bain Capital Crypto in April 2025, following a $15M Series A in 2024 and an $8M seed in 2023; it now has over 43M users (Sarah Perez/TechCrunch)
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Sources: Jeff Bezos is in talks to raise $100B for a fund that would buy companies in industrial sectors such as chipmaking and defense and revamp them with AI (Wall Street Journal)
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Google moved some staffers working on Project Mariner, its AI agent that can navigate Chrome and complete tasks on a user's behalf, to higher-priority projects (Maxwell Zeff/Wired)
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Oasis Security, which specializes in securing non-human identities, such as AI bots and automated work tools, raised $120M, bringing its total funding to $190M (Marissa Newman/Bloomberg)
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Google announces a new "advanced flow" for Android sideloading that requires a mandatory 24-hour cooling-off period to install apps from unverified developers (Dominic Preston/The Verge)
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Privacy-focused MVNO Cape raised a $100M Series C at a $900M valuation, and says its revenue grew from $4.5M in 2024 to $37M in 2025 (Thomas Brewster/Forbes)
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Mark Zuckerberg's original metaverse vision is effectively over, after renaming Facebook to Meta and spending ~$80B on the endeavor, as his focus shifts to AI (New York Times)
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Cursor says Composer 2 is "frontier-level at coding" and is priced at $0.50/1M input tokens and $2.50/1M output tokens, with a faster variant costing 3x more (Cursor)
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Sources: TP-Link told US federal agencies probing its China ties that CEO Jeffrey Chao applied for US permanent residency under the $1M Trump Gold Card program (Kate O'Keeffe/Bloomberg)
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Meta plans to reduce its reliance on third-party vendors for content moderation, in favor of AI tools that it says are better at spotting scams and other tasks (Kurt Wagner/Bloomberg)
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Waymo says its fleet hit 170M+ miles as of December 2025, and its Waymo Driver system was involved in 92% fewer serious-injury crashes than human drivers (Andrew J. Hawkins/The Verge)
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Cursor launches Composer 2, an AI agent trained solely on coding-related data to perform autonomous, lengthy coding tasks, to compete with Anthropic and OpenAI (Rachel Metz/Bloomberg)
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Alphabet's X spins out Anori, which seeks to streamline building approvals through a unified platform for developers and city regulators, with $26M in funding (Connie Loizos/TechCrunch)
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DoorDash launches Tasks, a new app that pays delivery couriers in some markets to submit video clips and complete other tasks for training AI models (Natalie Lung/Bloomberg)
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