Morning Scan

The week opens with OpenAI everywhere — in the superapp race, in White House deal talks, and now fortifying its flagship product against security exploits. AI policy scaffolding in Washington is already shifting before it's fully assembled.

$103.1B — India's six largest IT firms grew combined revenue by $7.2B over three years while headcount held flat at ~1.9M, a clean data point for what "AI-driven productivity" actually looks like at scale. (The Economic Times)

Machines & Minds

OpenAI Plans to Turn ChatGPT Into a Superapp (paywall)

Coding tools, AI agents, and a gateway to higher-margin products — OpenAI is betting that ChatGPT becomes the browser of the AI era. (Financial Times)

The Trump Administration Might Take an Equity Stake in OpenAI

Trump framing it as "the American people benefiting from AI" doesn't make the governance implications any less novel. (TechCrunch)

OpenAI Unveils Lockdown Mode to Protect Sensitive Data from Prompt Injection Attacks

A meaningful security gesture as ChatGPT scales into enterprise use, even if it doesn't close the door entirely. (TechCrunch)

Machines & Minds

Trump's Top AI Adviser Sriram Krishnan Is Stepping Down

The former a16z partner is heading out at end of June, reportedly to start a pro-Trump AI policy institution — which is a very 2026 thing to do. (The Next Web)

ASML CEO Says EU Should Not Try to Direct Strategic Tech Projects

The person who actually builds the machines Europe's sovereignty plans depend on would like Brussels to stay in its lane. (Reuters)

Kalshi and Polymarket Sponsored Posts Promoting LA Election Fraud Theories

Prediction markets funding election conspiracy content is a reputational problem that "we asked them to delete it" doesn't fully solve. (Semafor)

Connected World

French Carriers Sign €20.35B Deal to Acquire SFR

A Bouygues-led consortium buying Altice France's SFR would reshape French telecom from four major players to three — regulators will have opinions. (Reuters)

Raspberry Pi Closed Up 27%+ After Beating Earnings Expectations (paywall)

At least $38M adjusted EBITDA in H1 alone, against a full-year estimate of $42M — the little board that could is now comfortably a growth stock. (Financial Times)

FOIA Docs Reveal Amazon's Extensive Control Over Delivery Drivers (paywall)

The documents detail a level of operational control that looks a lot like employment — and the NLRB settled on terms favorable to Amazon anyway. (Bloomberg)

CaaStle CEO Confessed to Fraud. The Board Let Her Stay. (paywall)

Fake audits, stock buybacks, and a CEO-led damage control strategy after a self-disclosed fraud — the fashion-tech startup's final act is a governance case study in what not to do. (New York Times)

Connected World

GOG Apologizes for Emailing People Nazi Symbols

A newsletter about a Polish folklore game went sideways when historical symbols from the promotional art landed uncontextualized in subscribers' inboxes — not GOG's finest morning. (The Verge)