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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)
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)
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)
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)
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)
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)
Nvidia says it will sell 1M GPUs and a broad mix of other chips, including new Groq chips, to AWS by the end of 2027; financial terms were not disclosed (Stephen Nellis/Reuters)
Sources: Anthropic met behind closed doors with House Homeland Security and discussed issues like export controls, only briefly touching on its DOD fight (Maria Curi/Axios)
OpenAI plans to unify ChatGPT, Codex, and its browser into a desktop "superapp" to simplify the user experience and focus on engineering and business customers (Berber Jin/Wall Street Journal)
US prosecutors charge three people affiliated with Super Micro, including a co-founder, with smuggling Nvidia chips to China; SMCI drops 9%+ after hours (Jordan Novet/CNBC)
Sources: the White House plans to unveil a federal AI framework on Friday covering preemption of state laws, child safety, communities, creators, and censorship (Axios)
The UK CMA launches an investigation into Adobe, saying early membership cancellation fees for certain products might be in breach of consumer protection laws (Mauro Orru/Wall Street Journal)
OpenAI agrees to acquire Astral, which makes Python tools for developers, to integrate its team into Codex, and says Codex has 2M+ users, up 3x since January (Agnee Ghosh/Bloomberg)
Adobe launches Firefly Custom Models in public beta, letting users train AI image generators on their own assets; the custom models are private by default (Jess Weatherbed/The Verge)
MLB makes Polymarket its official prediction markets platform, giving it exclusive data access; Polymarket will restrict contracts that pose "integrity risk" (Wall Street Journal)
Claros, which aims to cut data center energy losses by using voltage regulators that provide power directly to servers' main processors, raised a $30M seed (Ben Geman/Axios)
Letters: industry groups pushed back after India proposed in January that Apple, Google, and others consider pre-installing biometric ID app Aadhaar on phones (Reuters)
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)
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)
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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