SpaceX draft IPO filing: from 2023 to 2025, Starlink's individual subscribers rose from 2.3M to 8.9M, revenue grew from $3.9B to $11.4B, and ARPU fell 18% — SpaceX's Starlink satellite internet service quadrupled its individual subscribers between 2023 and 2025—but the average revenue …
Pursuit, which uses AI to scan public data to help companies find and win government contracts, raised a $22M seed led by OpenGov co-founder Mike Rosengarten — Mike Vichich grew up in Michigan. His family, he recalls, dedicated their lives to public service.
OpenLight, which designs custom application-specific photonic chips, raised $50M in a Series A extension, after raising $34M in August 2025 — Startup designs custom application-specific photonic chips — OpenLight has raised an additional $50 million in an extended Series A funding round …
Sources: Apple plans a new Siri camera mode in iOS 27 by moving Visual Intelligence, currently tied to the Camera Control button, into the camera app — Apple Inc. is planning to embed artificial intelligence more deeply into the iPhone's camera app, adding a new Siri mode alongside …
Q&A with Sam Altman and AWS CEO Matt Garman about OpenAI's new partnership with AWS, Bedrock Managed Agents, Trainium chips, and more — As I noted yesterday, today's Stratechery Interview is early in terms of my timing — Tuesday instead of Thursday — and late in terms of delivery …
Sources: Google dropped out of a $100M Pentagon challenge to create tech for voice-controlled, autonomous drone swarms, following an internal ethics review — Google abruptly dropped out of a $100 million Pentagon prize challenge to create technology for voice-controlled …
Amazon and OpenAI announce an expanded deal that will make OpenAI's models available from AWS, a day after OpenAI revised its Microsoft partnership — Amazon and OpenAI on Tuesday announced an expanded deal that will make the AI startup's models available from Amazon's cloud.
AWS launches Amazon Connect Decisions and Amazon Connect Talent, which are AI agentic tools aimed at logistics workers and recruiters — Amazon.com Inc.'s cloud unit, best known for providing technology infrastructure to corporations, is looking to sell AI-powered productivity software for the office.
Have I Been Pwned: ShinyHunters' breach of ADT exposed the personal data of 5.5M people; ADT previously disclosed data breaches in August 2024 and October 2024 — The ShinyHunters extortion group stole the personal information of 5.5 million individuals after breaching the systems …
A profile of Dwarkesh Patel, whose podcast has become mandatory listening in the AI community, with guests like Jensen Huang, Elon Musk, and Mark Zuckerberg — Dwarkesh Patel was a bored college sophomore looking for intellectual stimulation. Now he commands interviews with Jensen Huang …
A look at Tin Can's $100 retro-style, Wi-Fi-enabled landline phone, and how some schools are seeding the device to students in an attempt to curb smartphone use — The Tin Can has gone viral over the past year, mostly through word of mouth. Now schools want to get even more of them in students' homes.
Sources: JPMorgan Chase and other banks struggled to spread the risk of billions in loans they made for data centers leased to Oracle in Texas and Wisconsin — The AI boom has hit a funding snag, compounding power constraints and a growing public backlash against data centers
The DOJ joins xAI in its legal challenge to a new Colorado law that seeks to prevent discrimination by AI tools in employment and other areas — The Trump administration is joining Elon Musk's artificial intelligence company xAI in its legal challenge to Colorado's new state law that seeks …
At a town hall, Asha Sharma said Microsoft is returning to using Xbox for its gaming division, instead of Microsoft Gaming, as “Xbox needs to be our identity” — Xbox is Microsoft's gaming identity moving forward. … Xbox CEO Asha Sharma has had a busy week.
A look at Microsoft's recent wave of executive departures, as it struggles to retain talent and changes its annual rewards and performance programs in response — Leadership reshuffling signals the mounting pressure on Microsoft's AI bet. … It feels like not a week has gone by this year without …
Meta unveils Live Chats on Threads for real-time conversations during cultural events, launching first within the NBA Threads community during the playoffs — Threads is launching “Live Chats” to allow for real-time conversations during cultural events, the Meta-owned platform announced on Wednesday.
OpenAI announces workspace agents in ChatGPT, letting teams create Codex-powered shared agents for complex tasks, and says they are “an evolution of GPTs” — Codex-powered agents for teams. — Create an agent(opens in a new window)Contact sales(opens in a new window)
Google says 75% of new code created inside the company is now generated by AI and reviewed by human engineers, up from 50% last fall — - Three-quarters of new code at Google is being generated by AI, the company said. — The number has been steadily increasing as the company pushes staff to adopt AI tools.
All-hands: Tim Cook said he's stepping down now to ensure the “best-ever transition,” citing strong financials, an “incredible” pipeline, and Ternus' readiness — Apple Inc.'s Tim Cook, who's stepping down as chief executive officer later this year …
New York Attorney General Letitia James sues Coinbase and Gemini, claiming their prediction markets violate state laws against illegal gambling — New York's attorney general sued Coinbase Financial Markets (COIN.O) and Gemini Titan (GEMI.O) on Tuesday, claiming their prediction markets violate state laws against illegal gambling.
Clarifai says it has deleted 3M OkCupid user photos and facial-recognition models trained on them after the US FTC settled with OkCupid over privacy violations — Artificial intelligence company Clarifai said this month it had deleted 3 million OkCupid user photos and facial-recognition models trained …
Sources: CISA doesn't have access to Mythos Preview, even as some other government agencies use it; Anthropic says it briefed CISA before Mythos' unveiling — The Cybersecurity and Infrastructure Security Agency doesn't have access to Anthropic's powerful new Mythos Preview model …
A profile of far-right influencer Nick Fuentes, who has been kicked off most mainstream social media but made ~$900K from “fanatical” donors since early 2025 — Summary — Kristine Kasubienski's donation appeared on viewers' screens four hours into the live stream of Nick Fuentes …
Filing in California's antitrust lawsuit: CA accuses Amazon of price-fixing by pressuring brands to ask competing retailers to increase prices on some products — The state claimed the e-commerce giant pressured brands like Levi's and Hanes to ask competing retailers to raise prices on certain products.
A new media company called MTS launches for “monitoring the situation” across tech, business, politics, and culture, with backing from a16z and others — Thrilled to announce our investment in a new media company called MTS (short for Monitoring the Situation).
Vercel says it detected unauthorized access to its internal systems after a hacker using the ShinyHunters handle claimed a breach on BreachForums — Cloud development platform Vercel has disclosed a security incident after threat actors claimed to have breached its systems and are attempting to sell stolen data.
