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EXPLAINED: 56 - The Real Truth

Iran is turning out to be a more effective enemy than many thought, and U.S. allies are losing their patience with the war

Everything you need to know before you get to the office today.

Fortune

More than a million users a day are signing up for Claude — as Anthropic hits out at its 'legally unsound' US government ban

The US government might have had enough of Claude, but it seems that plenty of users are ready to install it.

TechRadar

Claude sees record sign-ups as US officially labels Anthropic supply-chain risk

More than a million people a day are signing up to ChatGPT rival

The Independent UK

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Behind the Curtain: Trump's power play

The president has set out to unilaterally impose his will on every vector of American power.

Axios

US labels Anthropic a supply chain risk in clash over military AI use

The Trump administration’s unprecedented move against Anthropic over AI safeguards is forcing government contractors to reconsider their use of the company’s chatbot Claude.

Euronews

OpenAI investor Vinod Khosla, a vocal Trump critic, agrees with the president on AI and China: ‘We are in a techno-economic war’

“Whoever wins the AI race will win the economic race, and will win the race for economic power and influence globally,” Khosla tells Fortune.

Fortune

Venture dollars to female founders doubled to a record $73 billion last year—but Anthropic and Scale AI skewed the data

Two-thirds of every U.S. venture dollar going to female-founded startups last year flowed into AI, Pitchbook finds

Fortune

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OpenAI's Department of Defense Partnership Backfires – ChatGPT Dethroned as Claude Tops US App Charts

Claude surpasses ChatGPT in US app rankings following OpenAI's controversial Pentagon deal, sparking user backlash and ethical debates

International Business Times UK

AI on the battlefield: How is the US integrating AI into its military?

The US military used Anthropic's Claude AI, but after Anthropic refused to remove guardrails against mass surveillance and autonomous weapons, the Pentagon cancelled the contract and turned to OpenAI.

Euronews

Scoop: Anthropic CEO apologizes for leaked memo criticizing Trump

Amodei won a legion of fans after his initial strong stance in a dispute over how AI could be used by the military.

Axios

Pentagon says it is labeling AI company Anthropic a supply chain risk 'effective immediately'

The Trump administration is following through with its threat to designate artificial intelligence company Anthropic as a supply chain risk in an unprecedented move that could force other government contractors to stop using the AI chatbot Claude

The Independent UK

Anthropic’s investors could be the key to ending its Pentagon standoff—but some investors have opposite views

While the company has long positioned itself as the company to take AI safety seriously, not all investors are happy with the company’s fallout with the White House.

Fortune

Trump says he fired Anthropic ‘like dogs’ as Pentagon formally blacklists AI startup

Reports say talks have resumed between defense department and startup over military’s use of company’s AI

The Guardian - US

The Anthropic–OpenAI feud and their Pentagon dispute expose a deeper problem with AI safety

The clash between the two leading AI labs shows how the safety of powerful AI systems may depend less on rules than on the competition and personalities shaping the industry.

Fortune

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Fortune

OpenAI launches GPT-5.4, its most powerful model for enterprise work

OpenAI's new flagship model takes aim at the enterprise market—and at Anthropic.

TechRadar

'Straight up lies': Anthropic CEO attacks OpenAI's US military announcement in leaked memo — as new report suggests company is back in talks with Pentagon

Anthropic CEO Dario Amodei has been having his say about the complicated events of recent days.

Fortune

Tech billionaire Shlomo Kramer: the cyber selloff proved that Wall Street can't price tech anymore

The market reaction to Claude Code Security only makes sense if you assume that "AI" and "cybersecurity" are interchangeable labels.

Barchart

Morgan Stanley Says You Should Buy the Dip in These 3 Software Stocks

Analysts say the software selloff is an opportunity for investors.

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Fortune

Palantir CEO’s rant about the Anthropic-Pentagon feud threatening his company was about a lot more than a dirty word

Although he could have used other language, Palantir CEO Alex Karp’s comments reflected a growing concern over who can dictate the terms of use for AI.

International Business Times UK

ChatGPT Users Revolt: 295% Uninstall Spike After OpenAI's Pentagon Deal

OpenAI experiences a surge in app uninstalls and negative reviews following its partnership with the US Department of Defence.

Fortune

Can Anthropic’s CFO sell Wall Street on an AI firm Washington calls a ‘risk’?

Anthropic’s clash with the Pentagon and its “supply chain risk” designation may create headwinds for the company, Wedbush’s Dan Ives says.

International Business Times

Anthropic CEO Reopens Pentagon Talks After AI Clash

Anthropic CEO Dario Amodei resumes tense talks with the Pentagon after an AI dispute, raising new questions about military AI deals and tech ethics today.

Fortune

The Pentagon is committing $150M to a maritime-tech VC fund and appears to be ramping up venture deals

The Department of Defense, which has now backed more than 23 funds, hadn’t announced any new commitments over the past year.

The Guardian - US

Sam Altman admits OpenAI can’t control Pentagon’s use of AI

CEO’s claims come amid increased scrutiny of US military’s use of the technology and ethics concerns from AI workers

Axios

Scoop: White House casts doubt on Pentagon-Anthropic reconciliation

Rival OpenAI — and lawmakers across party lines — are pushing for an agreement.

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