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An analysis of four large private-credit funds finds an average of ~25% software share exposure vs. ~19% disclosed, amid investor concerns about software stocks (Wall Street Journal)
Some defense tech startups are considering relocating to the US due to the UK's military spending delays, as some execs say the UK sector is at a "standstill" (Financial Times)
PwC: 76 mainland Chinese companies listed on Hong Kong Stock Exchange in 2025, up from 30 in 2024, despite the city's waning appeal to international investors (Sylvia Chang/BBC)
Chinese photonic chipmaker Yuanjie reported 2025 revenue up 138.5% YoY to ~$86.99M, data center revenue up 719% to ~$56.89M, ahead of its April 1 Hong Kong IPO (Wency Chen/South China Morning Post)
Emails, texts, and NTSB reports show Waymo and an Austin school district struggled for months to train robotaxis to stop for school buses as required by law (Aarian Marshall/Wired)
An AI-generated TikTok parody of reality series Love Island, called Fruit Love Island, averaged 10M+ views across its first 21 episodes after debuting last week (Isabelle Bousquette/Wall Street Journal)
Hong Kong-listed AI drug discovery company Insilico Medicine and Eli Lilly sign a drug co-development deal worth up to $2.75B, with $115M in upfront payments (Evelyn Cheng/CNBC)
Bluesky's CEO talks about Attie, a new agentic social app built on Bluesky's AT Protocol that uses Claude and lets users build custom feeds (Sarah Perez/TechCrunch)
A look at Coinbase One and other insurance-like plans for crypto users that typically exclude coverage for many kinds of account hacks, including phishing scams (Bloomberg)
Pro-AI group Innovation Council Action, praised by David Sacks, plans to spend $100M+ in the US midterms to drive deregulation and support Trump's AI agenda (Alex Isenstadt/Axios)
A look at why Dotcom Bubble comparisons to the AI boom are off, vertical SaaS is up +3% last 12 months vs. horizontal SaaS down 35%, and other reflections on AI (Logan Bartlett/@loganbartlett)
Qualified Health, which helps health systems evaluate and adopt AI tools, raised a $125M Series B led by NEA at a valuation of between $500M and $1B (Heather Landi/Fierce Healthcare)
Vinod Khosla says AI is accelerating a shift of wealth and power away from workers, and an income tax overhaul in the US could offset voter fears about job loss (Financial Times)
A study of 11 leading LLMs finds the models more agreeable than humans when giving interpersonal advice, affirming users' behavior even when harmful or illegal (Stanford University)
Analysis: while social media rewards sensationalism and inflammatory content, LLMs guide people away from extreme positions and towards expert-aligned stances (John Burn-Murdoch/Financial Times)
Q&A with YouTube CEO Neal Mohan on the platform's dominance, its impact on kids, the suspension and reinstatement of Trump's YouTube account, AI slop, and more (Lulu Garcia-Navarro/New York Times)
ShinyHunters says it stole 350GB+ of data in a cyberattack on the European Commission, detected on March 24; the EC says its internal systems were not affected (Pierluigi Paganini/Security Affairs)
Report analyzing payments of 28M US consumers shows Claude adding paid subs at a steadily increasing pace; Anthropic: paid subs have more than doubled this year (Julie Bort/TechCrunch)
A profile of Mark Lanier, a TX lawyer and part-time pastor who beat Meta and Google in the LA social media case and said Zuckerberg was "rattled" on the stand (Wall Street Journal)
A look at some themes at this year's Hill and Valley Forum: embracing government-led industrial policy to onshore manufacturing, AI's unpopularity, and more (Newcomer)

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