Articles from www.ft.com

Articles from www.ft.com

Study: long-shot Polymarket bets on military action, defined as wagers of $2,500+ at odds of <35%, have an average ~52% win rate, above 25% for political bets (www.ft.com)
9 hours ago

Sources: Jay Chen, who led Tokyo Electron's China operations, left the chip toolmaker after it discovered his family had invested in competing Chinese startups (www.ft.com)
11 hours ago China Startup Tokyo

Memo: Google told employees that it “proudly” works with the US military and will continue to do so, amid opposition from some staff over US DOD contracts (www.ft.com)
12 hours ago Google

Sources: SoftBank plans to create an AI and robotics company called Roze in the US to build data centers and list it as early as 2026, seeking a $100B valuation (www.ft.com)
21 hours ago AI Robot

Google has told employees in a memo that it “proudly” works with the US military and will continue to do so, amid opposition from some staff over DOD contracts (www.ft.com)
1 day ago Google

Sources: OpenAI has, in practice, abandoned its Stargate JV in favor of large bilateral deals; execs say its guiding principle remains to “build more compute” (www.ft.com)
1 day ago

A working paper uses an LLM to analyze political discourse on X, finding that anger is the dominant emotion expressed by US users, especially those over 65 (www.ft.com)
1 day ago

Source: China's leverage against Meta in the Manus deal could include 10%+ of its global revenue from Chinese ads and Goertek in Meta AI glasses' supply chain (www.ft.com)
1 day ago China AI

Sources: Goldman Sachs stopped its bankers in Hong Kong from using Anthropic's models; Anthropic says its models were never officially “supported” in Hong Kong (www.ft.com)
1 day ago Hong Kong Goldman

Kpler, an online analytics platform tracking global maritime traffic and energy flows, says it has gained millions of new users since the war in Iran began (www.ft.com)
2 days ago Energy Iran

China blocks Meta's $2B Manus acquisition, after reviewing whether it violated investment rules, and tells both to cancel it; Manus moved to Singapore in 2025 (www.ft.com)
2 days ago China Singapore

Lithuania-based Vinted says it completed an ~€880M secondary share sale led by EQT, Teachers' Venture Growth, Schroders at an €8B valuation, up from €5B in 2024 (www.ft.com)
3 days ago

Sources: some UK officials fear Keir Starmer's plan for closer EU ties risks the US-UK alliance, and worry the UK may be forced to adopt the EU's AI regulation (www.ft.com)
3 days ago AI

Chinese regulators block Meta's $2B acquisition of Manus, after reviewing whether the deal violated Beijing's investment rules; Manus moved to Singapore in 2025 (www.ft.com)
3 days ago China Singapore

Sources: Jay Chen, who led Tokyo Electron's China operations, left the company after the chip toolmaker discovered his family invested in Chinese competitors (www.ft.com)
3 days ago China Tokyo

Epoch AI: Google controls ~25% of global AI compute, with ~3.8M TPUs and 1.3M GPUs; Google Cloud CEO Thomas Kurian says demand and revenue justify the spend (www.ft.com)
4 days ago Google AI

Canada's Cohere and Germany's Aleph Alpha agree to a merger deal valuing the combined group at ~$20B to work on sovereign AI; both governments support the deal (www.ft.com)
6 days ago Germany AI Canada

EY survey of 18,000 people across 23 countries: ~49% of consumers have used AI over the past six months to support their savings and investment decisions (www.ft.com)
6 days ago AI

Memo: White House says it has info indicating “foreign entities, principally based in China” are engaged in “industrial scale distillation” of American AI tech (www.ft.com)
7 days ago China U.S. AI

Anthropic and law firm Freshfields sign a deal to develop specialized legal AI tools for document drafting, contract review, due diligence, and more (www.ft.com)
7 days ago AI

Sources: DeepSeek is fundraising to keep its researchers, some of whom have left for rivals whose valuations have soared; it is targeting a $20B valuation (www.ft.com)
7 days ago

A poll of 4,000 workers in the US and the UK finds that the highest-earning and most experienced workers are adopting AI in their jobs far faster than others (www.ft.com)
7 days ago AI

Documents and sources: insurers including QBE and Beazley are moving to cap cyber policy payouts for losses and regulatory fines tied to AI use and “LLMjacking” (www.ft.com)
8 days ago AI

Sources: OpenAI has pledged up to $1.5B to a new JV with PE firms, starting with $500M in equity; the JV will be valued at $10B in a May funding round (www.ft.com)
8 days ago Equity

Top law firm Sullivan & Cromwell told a US federal bankruptcy court that a major filing it made in a high-profile case contained multiple AI hallucinations (www.ft.com)
8 days ago AI

Sources: Revolut is aiming for a valuation of $150B to $200B in an IPO; founder Nik Storonsky said this week that Revolut would IPO in 2028 at the earliest (www.ft.com)
9 days ago IPO

Sources: Jeff Bezos' Project Prometheus is close to a $10B fundraising deal, which includes an initial $6.2B raise in November, at a $38B post-money valuation (www.ft.com)
9 days ago Jeff Bezos

Match Group CEO Spencer Rascoff says growing women's share on Tinder is his “primary focus” to stem user declines; Sensor Tower says 75% of Tinder users are men (www.ft.com)
10 days ago Sensor

Airbnb launches a pilot in NYC, LA, and other cities that lets users to select from a range of boutique hotels alongside private homes in a bid to boost growth (www.ft.com)
12 days ago Airbnb

Sources suggest Anthropic's holding back from a wider Mythos release until it can reliably serve it to customers; Anthropic has suffered outages in recent weeks (www.ft.com)
12 days ago

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