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Techmeme

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How "emotion AI", the use of facial and sentiment analysis tools to track workers' moods, is seeping into white-collar jobs amid concerns over privacy and bias (Ellen Cushing/The Atlantic)
Panthalassa, which aims to power floating data centers using energy generated by ocean waves, raised $140M led by Peter Thiel, source says at a $1B valuation (Tim Bradshaw/Financial Times)
Inside Palantir Foundation's Atlantic and Pacific Forum at Yale for invited students: State Dept. and Palantir staff share a vision of mixing AI and state power (Alex Bronzini-Vender/New York Magazine)
Investment and tech firm Long Lake says it will buy corporate travel operator Amex GBT for $6.3B, citing AI's ability to modernize the business travel sector (Reuters)
Cisco agrees to acquire Astrix Security, which helps companies monitor and control the permissions granted to AI agents, a source says for approximately $400M (Meir Orbach/CTech)
Filing: Blackstone's data center acquisition vehicle seeks to raise as much as $1.75B in its IPO, and will target newly built data centers valued at $250M-$1.5B (Subrat Patnaik/Bloomberg)
Sources: more than two dozen prediction-market ETFs have been pushed back as the SEC seeks more information; they were originally expected to launch this week (Suzanne McGee/Reuters)
Nearly 20 US state-run health insurance exchanges include ad trackers that send user data like race and citizenship info to companies like Meta, TikTok, Google (Bloomberg)
A slew of top Boston Dynamics execs have left the Hyundai-owned company in recent months, as sources say it faces pressure to speed the delivery of humanoids (Rachyl Jones/Semafor)
An evaluation by NIST's CAISI says DeepSeek V4 Pro lags behind leading US AI models by about eight months and is the most capable Chinese AI model to date (NIST)
A profile of BlackBerry's QNX division, whose operating system controls safety features in 275M cars and accounts for half of BlackBerry's revenue (Ben Cohen/Wall Street Journal)
Nintendo's share price has fallen by ~45% since August 2025, as rising memory chip costs drive investor concerns over profit margins for the Switch 2 (David Keohane/Financial Times)
How Amazon's expansion into fashion helped Jeff Bezos enter fashion's inner circle, as he and Lauren Sánchez Bezos become underwriters for this year's Met Gala (Chavie Lieber/Wall Street Journal)
JLL: Japan's $23B data center market is set to grow ~50% by 2030, with 90% of sites concentrated in densely populated regions, prompting pushback from residents (Financial Times)
Analysis: Asian suppliers account for ~90% of Nvidia's production costs, up from 65% in 2025, as latest wave of collaborations shifts from chips to physical AI (Abhishek Vishnoi/Bloomberg)
A look at Atlassian and Twilio earnings beats, with early signs of Atlassian's AI response success and Twilio becoming a picks-and-shovels layer for AI agents (Jason Lemkin/SaaStr)
A profile of music AI startup Suno, valued at ~$2.5B with 2M+ paying users and $300M annualized revenue as of February, as it battles record labels and artists (Rashi Shrivastava/Forbes)
GameStop CEO Ryan Cohen says he is making an unsolicited ~$56B offer to buy eBay and will take the offer to shareholders if the company is not receptive (Lauren Thomas/Wall Street Journal)
How music streaming services are adapting to the rise of AI-generated music by labeling, deranking, and demonetizing tracks, using AI detection tools, and more (Terrence O'Brien/The Verge)
Apple's handling of vibe coding apps draws complaints from startups like Replit and Anything that iOS App Store rules for their apps are applied erratically (Michael Acton/Financial Times)

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